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Prof G Markets

SpaceX’s $1.25 Trillion AI Bet

February 4 · 33 min
0:00-33:27

Streams straight from the publisher. podnod never proxies or re-hosts episode audio.

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. 

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