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Prof G Markets · Sep 24, 2025 · 28 min

$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation

Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a new, potentially dangerous investment strategy emerging in AI. Then Ed explores the latest funding round for the company that makes the Oura Ring and dives into why it has become a standout player in the wearable tech industry. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

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show notes

Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a new, potentially dangerous investment strategy emerging in AI. Then Ed explores the latest funding round for the company that makes the Oura Ring and dives into why it has become a standout player in the wearable tech industry. 

Check out our latest Prof G Markets newsletter

Order "The Algebra of Wealth" out now

Subscribe to No Mercy / No Malice

Follow Prof G Markets on Instagram

Follow Ed on Instagram and X

Follow Scott on Instagram

Learn more about your ad choices. Visit podcastchoices.com/adchoices

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