Why OpenAI And Anthropic Are Pumping The Brakes

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1. 

   22 Sep 2026 · 30 min

   David Ellison’s Media Takeover Just Got Greenlit

   Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins to explain how higher interest rates have reshaped the housing market and what he would recommend to someone looking to buy a house right now. Finally, Ed shares his thoughts on Amazon’s decision to ban Meta’s new AI agent, Muse. Rohan Goswami is a business reporter at Semafor. Conor Sen is the founder and CEO of Peachtree Creek Investments and author of the Housing Frame substack. Subscribe to the Prof G Markets…

2. 

   21 Sep 2026 · 1 hr 4 min

   How Meta Could Quietly Win The AI Race

   Scott Galloway and Ed Elson discuss why the Federal Reserve raised interest rates and why they think Kevin Warsh made the right call. Then, they break down Meta’s new AI product and why they see it as a smart move for the company. Finally, they examine what Canada becoming an associate member of the European Union could mean for the United States. 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…

3. 

   18 Sep 2026 · 1 hr 6 min

   He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick Bostrom

   Ed Elson is joined by Nick Bostrom to discuss the existential risks of AI. Bostrom explains why he believes the concerns raised by AI researchers are genuine and how he assesses the probability of catastrophic outcomes. He also shares his thoughts on the rapid advancement of AI capabilities, what a world with superintelligence could look like, and some of the best-and worst-case scenarios for the future of the technology. Nick Bostrom is an AI philosopher and best-selling author of Superintelligence and Deep Utopia. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G…

4. 

   17 Sep 2026 · 36 min

   Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters

   Ed Elson is joined by Robert Armstrong to break down the Fed’s decision to raise interest rates and what a high rate environment means for the markets. Then, Alice Han returns to break down how China has responded to the AI apocalypse fears in the U.S. Finally, Ed shares his thoughts on the news that the EU invited Canada to become its first associate member. Robert Armstrong is the author of the Unhedged Newsletter and US financial commentator for the Financial Times. Alice Han is a Director at Greenmantle. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets on Instagram…

5. 

   16 Sep 2026 · 39 min

   AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?

   Ed Elson is joined by Ed Zitron to give his take on the AI safety debate and explain why this story has attracted so much attention. Then, Mark Zandi returns to break down what’s driving treasury yields higher and whether or not a rate hike is the right decision. Finally, Ed shares his thoughts on the news that the average 30-year mortgage rate rose above 7% for the first time in 15 months. Ed Zitron is the host of Better Offline and author of the newsletter Where's Your Ed At. Mark Zandi is the Chief Economist at Moody’s Analytics. Subscribe to the Prof G Markets Youtube Channel Follow Prof…

6. 

   14 Sep 2026 · 1 hr 13 min

   The Rate Hikes Are Coming

   Scott Galloway and Ed Elson assess the U.S. macroeconomic picture and whether they think Kevin Warsh will raise interest rates in response. Ed also explains why he believes we need to start reckoning with the possibility of “forever inflation.” Then, they run through some of the biggest recent AI headlines, including a viral post warning about the existential risks of AI. Finally, they discuss the iPhone Duo and what’s next for Apple as John Ternus takes over from Tim Cook. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a…

7. 

   11 Sep 2026 · 1 hr 7 min

   Why The Bond Market Is Starting To Revolt — ft. Katie Martin

   Ed Elson and Scott Galloway are joined by Katie Martin to discuss why bond markets are flashing warning signs and what’s driving the global debt selloff. They also break down how AI spending, Fed policy, and government borrowing are reshaping markets. Katie Martin is the markets columnist and editorial board member at the Financial Times. Subscribe to the Prof G Markets Youtube Channel 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…

8. 

   10 Sep 2026 · 33 min

   Anthropic Whistleblower Says AI Could “Kill Us All”

   Ed Elson is joined by Alex Kantrowitz to break down whether mass extinction concerns raised by an Anthropic researcher should be taken seriously. Then, Patrick McGee joins to give his take on the new foldable iPhone. Ara Kharazian also joins to unpack new data tracking how much American businesses are actually spending on AI. Finally, Ed shares his thoughts on the Anthropic researcher’s warning. Alex Kantrowitz is the author of the Big Technology newsletter and host of the Big Technology Podcast. Ara Kharazian is the Lead Economist at Ramp. Patrick McGee is an award-winning journalist and…

9. 

   9 Sep 2026 · 37 min

   Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney

   Ed Elson is joined by Mike Moffatt to break down Canada’s retaliatory tariffs against the U.S. and what it means for the relationship between the two countries. Then, John Burn-Murdoch joins to unpack why the OECD’s global education report card was the worst on record and how it could impact the international economy. Finally, Ed gives his take on America’s debt problem. Mike Moffatt is a Canadian economist and Founding Director at the Missing Middle Initiative. John Burn-Murdoch is a columnist and the chief data reporter for the Financial Times. Subscribe to the Prof G Markets Youtube…

10. 

    8 Sep 2026 · 38 min

    OpenAI Says “AGI” Is Here — What Does That Actually Mean?

    Ed Elson is joined by Gary Marcus to break down OpenAI’s new Astra model and whether or not AGI has actually arrived. Then, Kathryn Anne Edwards returns to unpack the August jobs report and what it reveals about the current state of the labor market. Finally, Ed shares why he is concerned about the results of Germany’s recent election. Gary Marcus is an author, scientist, entrepreneur, and Emeritus Professor of Psychology and Neural Science at NYU. Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast. Subscribe to the Prof G Markets Youtube Channel Follow Prof G…