AI’s $400 Billion Test Is About To Begin

AI’s $400 Billion Test Is About To Begin

From Prof G Markets by Vox Media Podcast Network

June 8, 2026 · 1h 8m

About this episode

Scott Galloway and Ed Elson discuss Google's equity offering and its implications, along with predictions for upcoming IPOs and challenges in the fast-food franchise model.

Scott Galloway and Ed Elson break down Google’s $85 billion equity offering and explain why they see it as a smart strategic move. They share their predictions for SpaceX, Anthropic and OpenAI’s IPOs, and break down what could happen if the offerings flood the market with $400 billion. Then, they examine why fast-food franchises are struggling and debate whether the franchise model itself is part of the problem. Finally, Scott and Ed reflect on the biggest lessons and surprises from the first-ever Prof G Markets tour. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

People in this episode

Host: Scott Galloway

Guest: Ed Elson

Topics covered

  • Google equity offering
  • IPO predictions
  • fast-food franchises
  • franchise model issues
  • Prof G Markets tour

Keywords

  • Google
  • equity offering
  • IPO
  • SpaceX
  • Anthropic
  • OpenAI
  • fast-food
  • franchise model
  • Prof G Markets

Mentioned in this episode

Organizations: Google, SpaceX, Anthropic, OpenAI, Prof G Markets

Books & works: Notes on Being a Man

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