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Prof G Markets

SpaceX’s $1.25 Trillion AI Bet

Prof G Markets

Prof G Media & Vox Media

Business, Investing, Entrepreneurship

4.31.4K Ratings

🗓️ 4 February 2026

⏱️ 34 minutes

🧾️ Download transcript

Summary

Ed Elson breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle’s stock is taking a dive despite strong demand for its debt with Gil Luria, Head of Technology Research at D.A. Davidson. They also discuss why trouble between Nvidia and OpenAI is bad news for Oracle. Finally, Ed explains what he thinks went wrong with Oracle’s public relations misstep.  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Support for the show comes from Funrise. For the past seven years, there's been a room in finance

0:05.4

most people couldn't enter, a room where you could have invested in some of the biggest names

0:09.4

in tech companies like Airbnb and Uber before their multi-billion dollar IPOs. I'm talking about

0:15.7

venture capital. Funrise recently took a sledgehammer to those closed doors by launching a venture

0:20.6

capital product that's available to anyone.

0:23.3

Their mission is to give everyone the chance to invest in the best tech and AI companies before they go public.

0:28.9

You can visit Funrise.com slash ProfG to check out Funrise's venture portfolio and get in early today.

0:35.4

All investments involve risk, including the potential loss of principle, past performance

0:39.2

is not indicative of future results.

0:41.0

This is a paid advertisement.

0:45.6

Support for the show comes from public.com.

0:48.2

You've got your core holdings, some high conviction picks, maybe even a few strategic options

0:52.6

at play.

0:53.2

So why not switch in the investment

0:54.6

platform built for those who take it seriously? Go to public.com slash profg and earn an

1:00.1

uncapped 1% bonus when you transfer your portfolio. That's public.com slash prop G. paid for by

1:05.6

public investing. All investing involves the risk of loss, including loss of principle,

1:10.0

brokered services for U.S.

1:11.2

listed registered securities. Options and bonds in a self-directed account are offered by Public

1:15.4

Investing, Inc., member FINRA, and SIPC. Complete disclosures available at public.com slash disclosures.

1:24.5

Support for this show comes from Odu. Running a business is hard enough, so why make it harder with a dozen different apps that

1:32.3

don't talk to each other?

...

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