Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club | Prof G Markets

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  • Опубліковано 4 лют 2025

КОМЕНТАРІ • 165

  • @Philusteen
    @Philusteen 9 днів тому +48

    Regarding your Toy Story joke: when my son was around 6 or so (hes 32 now) he comes up to me in the living room and says emphatically, "DAD - i know what i want for christmas!"
    I say "well, let's hear it!"
    "All i want for Christmas is a Buzz and a Woody."
    I laughed and said "son, that's all any man ever needs for Christmas."
    He thinks for a minute and says confidently, "yeah" and walk away.
    Anyway, thought id share.
    🖖☕

    • @BongShlong
      @BongShlong 9 днів тому +2

      Great annecdote

    • @ttacking
      @ttacking 8 днів тому +2

      Call reader's digest ?

  • @Quanic2000
    @Quanic2000 9 днів тому +37

    As I listened to this: Oracle dropped 15% and NVIDIA 17%.
    Can't wait to share their insight on it.

    • @ttacking
      @ttacking 8 днів тому

      Oh these guys are too cool and busy partying down like playas ?!

    • @SN-sz7kw
      @SN-sz7kw 8 днів тому +2

      Related to DeepSeek?

    • @iam.damian
      @iam.damian 8 днів тому

      Luckily I had no stake there, so I bought my 1st shares on sale.

    • @TheProfGPod
      @TheProfGPod  2 години тому +1

      @@Quanic2000 😮

  • @andresalbab
    @andresalbab 7 днів тому

    I grew up in Colombia and have been a football fan since childhood-never imagined I’d hear both topics on the Prof G Pod! Equidad is a fascinating investment; they consistently compete and make the playoffs despite working with a limited budget and no star signings. However, they still need to expand their fan base, especially with two powerhouse clubs in the same city. A strong rebrand and some fresh capital for better players could take them to the next level. I wouldn’t be surprised to see them lifting a league trophy soon! It would be amazing to have you guys for a live session in Bogotá. Love the show!

  • @NP612
    @NP612 9 днів тому +11

    Perscription drugs are 11.4% of healthcare dollars spent. Focus on hospitalization and advanced diagnostics for where costs rise. When I worked in the hospital in the 80's 3/4 of health dollars were spent in the last 3 months of life. That is why I went to graduate school and became a Nurse Practitioners to work in primary care. Now we spend 40% in the last month. Drug companies do contribute but the majority of inflation is elsewhere. Insurance companies are involved in many of these decisions. They dictate what can be done for a specific diagnosis. You must have codes. They are the lobby that always fights healthcare most vigorously. That tells you a lot.

  • @AlainGuillot
    @AlainGuillot 9 днів тому +15

    I love that term: "Inequality Pricing." Thanks for a great conversation.
    I am Colombian. Good luck with your Colombian Football team.

  • @john-s3w6c
    @john-s3w6c 9 днів тому +28

    On average It's 11 bucks for a cinema ticket in north america. Buy 2, and you've essentially paid for your netflix subscription......

    • @Fivehe
      @Fivehe 9 днів тому +2

      Alternatively it’s less than 20 bucks to get a subscription to regal or amc in North America and go free all month

  • @bharatrao7954
    @bharatrao7954 9 днів тому +7

    Hey Prof G and Ed, love the podcast, been watching for a long time!
    A small improvement request: During the market vitals, it'd be useful to know the spot price and the price delta. For example, you mention bond yields went up, but by how much?
    Hopefully not too big of an ask. Keep up the amazing work!

  • @nicolasimagine
    @nicolasimagine 8 днів тому +5

    As a colombian, the latest news I thought I'd wake up to was Scott owning a colombian soccer team... Equidad is good, this is great news.

  • @FuzzyChicken29
    @FuzzyChicken29 9 днів тому +8

    Scott and Ed totally miss the boat about needing to elect our representatives. Forgetting how much money influences politics with the overturn of Citizens United. Not to mention corporate lobbying. Scott and Ed could benefit from interviewing the authors of "The Wolves of K Street" as a start.
    I hate how media and people with influence keep putting the "blame" on regular citizens when its actually money. Get real!

  • @DrMarkyMark
    @DrMarkyMark 9 днів тому +5

    Elon and Trum are kryptonite for intelligent people! They only drag people down!

    • @stopper90004
      @stopper90004 9 днів тому +1

      Incorrect. You just think you're intelligent because of your safe-haven, consensus-derived higher ed credentials (definitely not a sign of smart, "first principals" thinking).
      Intelligent people have an open mind and understand that collectivism, state censorship, lawfare, reverse discrimination, massively inefficient (and corrupt) big government plus desperately weak leadership cripple ALL nations that are trapped in such consensus-driven and risk-avoidant ideological slop. Look at Europe. It has dropped an additional 30% behind America over the last 20 years in GDP. There's a reason for the massive swing to meritocracy/conservatism and away from (third wave, feminism-derived) woke socialism... it works. Now, that's intelligent.

    • @TheMagicJIZZ
      @TheMagicJIZZ 8 днів тому

      We wouldn't have openai or UA-cam or Deepmind the same way are today without Elon hiring an angel investing into them
      The founders of UA-cam worked for him at PayPal..then he wrote a cheque.. wouldn't have UA-cam or openai or stealing engineers from Google brain

  • @justinchen207
    @justinchen207 9 днів тому +2

    never thought I'd see the day Scott has superior video quality vs ed

  • @SLcreativeheart
    @SLcreativeheart 9 днів тому +3

    Yep. Not a loyalist to NF but do own the stock. They have nothing on at the moment. (I don't do sports🙂) Headed to HBO MAX because White Lotus is around the corner.

  • @Fulaoshi125
    @Fulaoshi125 8 днів тому

    dude Scott is on point with the price disparity take, tiered pricing strategy, man is smart and very good insight

  • @SilentRio
    @SilentRio 8 днів тому

    I luv this show. It’s ma favourite thing. Scott you’re a legend, the kid went from being irksome to someone I actually like now.
    Really appreciate the work you guys (and background team) do.
    Scott’s got near Charlie Munger sage like status and wit. Hope you age well over the years pal and keep being a lengend.
    🙏

    • @ttacking
      @ttacking 8 днів тому

      Irksome!? The little shit has always BEEN a damn officer and a gentleman!? WHAT kinda 25 year old do YOU know!?

    • @ttacking
      @ttacking 8 днів тому

      The kind I know would say something reeeeeeaaally embarrassing in conversations like these. ...like, seriously, here in Texas, they would say something conspiratorial or supernatural while, these people are chuckin' around numbers & figures, talking about corporate takeovers and the machinations of software and microchips?

  • @phemykadri9487
    @phemykadri9487 9 днів тому +12

    Pharmaceutical companies despite their flaws provide value and innovation. I have no idea what value insurance companies provide rather than being middle men

    • @whatasam439
      @whatasam439 8 днів тому

      They provide value to their shareholders and an increase in headache medicine sales.

  • @dov111
    @dov111 9 днів тому +4

    I’m Colombian American and have been a huge fan of yours for many years. Wishing you success with your stake in the Colombian football team ❤

  • @SmokeyLove-vt4xd
    @SmokeyLove-vt4xd 8 днів тому

    Damn scott, you really went for it on that intro... LMAO

  • @dabdias
    @dabdias 9 днів тому +1

    Tiered pricing is actually much more inclusive. If Netflix could only charge one price, it would be higher than the current price for the lowest tier. This is mostly true for all products that are priced in tiers, it’s all about going for different willingness to pay.

  • @pguy316
    @pguy316 7 днів тому

    Cant wait to see you in Bogota !!!!!

  • @LuckyDogProductions
    @LuckyDogProductions 9 днів тому

    Thanks for confirming this for me - I have been saying this for YEARS!
    Most things that are shitty in America are because the CEO is so focused on PROFIT over GOOD / RIGHT so they could put an addition to their 3rd house in the Hamptons that they use as a rental property.
    The CEO - IS - The shareholders. They are not running a company - just jacking up the share price.

  • @CK-qc8cn
    @CK-qc8cn 9 днів тому

    You and Peter McCormack need to do a podcast. He has a pod and also bought his hometown soccer team in England. The Winklevoss Twins are his partners

  • @EddyGoyanes
    @EddyGoyanes 8 днів тому

    When does that SmartLess episode come out ? Can't wait to check it out.

  • @Gotcho1977
    @Gotcho1977 9 днів тому

    Pharmacy Benefits Managers (McKesson, CVS,etc) drive these margins. Pharmaceutical Mfg charge high margins only to be adjusted by CVS and McKesson.

  • @danielmekstan7010
    @danielmekstan7010 7 днів тому

    I feel like this is a best example why the show being delayed disappoints.
    The not mentioning of Deepseek and Mondays regression, the Columbian tariffs and how that affects the investment. Timing is off

  • @patrickmang8793
    @patrickmang8793 8 днів тому

    Masayoshi Son isn’t Korean-born Japanese National. He’s born in Saga Prefecture Japan. He is 3rd generation ethnic Korean whose ancestors are denied Japanese citizenship because (like American now) they don’t practice birthright citizenship

  • @donaldjohnson-y6n
    @donaldjohnson-y6n 9 днів тому

    Johnson & Johnson is mainly focused on dealing with the cancer lawsuits damages and shuffling companies around, and Opioid legal issues. They aren't even ready for the cost discussion, so it's not surprising that they didn't address anything related to the UHC event.

  • @qRazuh
    @qRazuh 9 днів тому +1

    I cannot wait for the DeepSeek commentary -> the big red button looks like it's labeled "buy"

  • @pastrop2003
    @pastrop2003 8 днів тому

    re: Stargate, I am sure those guys felt pretty good on Friday but a bunch of math majors in China had a different idea. It will be fun to watch what will happens next

  • @michaeld1054
    @michaeld1054 9 днів тому

    It's tough that this episode released, mostly praising Oracle and Project Stargate when DeepSeek just completely annihilated the valuation of AI companies and likely stopped the fundraising for Project Stargate. Wish I could've heard y'all's take on DeepSeek and what it means to the valuation of major AI players when a scrappy LLM comes into play at a fraction of the cost.
    Anyways, love the pod! Congrats on the soccer deal

    • @lifescope
      @lifescope 9 днів тому +3

      DeepSeek is just hype. They have no long term strategy. IF they actually have better algorithms, they will still need the infrastructure, which others will have AND will figure out the better algorithm.

    • @michaeld1054
      @michaeld1054 9 днів тому +1

      @@lifescope It doesn't matter if DeepSeek is hype, it made a comparable LLM for roughly $500 million.
      It makes Project Stargate's $500 BILLION investment a headscratcher because it proves that better and more chips doesn't equate to a better LLM. DeepSeek made a very comparable LLM with worse hardware and a fraction of the computing.
      DeepSeek makes the entire financing around AI look like wasted money.

    • @mkmattox1
      @mkmattox1 9 днів тому

      disagree -- another China knockoff like TEMU, is just that --one can never believe what story or tech that comes out of China is for real, especially when it comes to tech IP (probably stolen). We see it almost in all industries especially in ECOM. China -- has never had a original thought . on the off chance, it is true --bullish for all tech.

    • @llundber
      @llundber 9 днів тому

      @@michaeld1054no one knows if this is all true. Don’t be a fool.
      Chinese have lied much more about lesser things.
      Even if, it’s a great wake up call for lying SOBs like Altman who is simply wanting to beat Zuck and Elon for richest person.

    • @zmayhan
      @zmayhan 9 днів тому

      29:15 Enter the CHOAM corporation. The spice must flow.

  • @aquicktake
    @aquicktake 8 днів тому +2

    Scott trying to pull a Ryan Reynolds...

  • @nickalonso1227
    @nickalonso1227 8 днів тому

    The Smartless group have talked about you, Scott, in previous episodes. They know very well who you are lol

  • @flakeyjay
    @flakeyjay 8 днів тому

    Good show!

  • @rsparky333
    @rsparky333 9 днів тому +1

    Looks like Deepseek will change a lot minds and the direction of AI. True or false?

  • @isiah675
    @isiah675 9 днів тому +1

    Oh no they shoulda updated this one people are freaking out 😂😂

  • @Michal.Sadowski
    @Michal.Sadowski 9 днів тому +1

    I'm listening to this 40 minutes post-upload, and Oracle is 13% down 😅

  • @Corgiking521
    @Corgiking521 8 днів тому

    Don’t insurances have a requirement of use 80% of premiums toward the health expenses?
    If true they are limited to profitability.
    Seems like everyone downstream in healthcare is causing insurance to be high

  • @gotgear01
    @gotgear01 8 днів тому

    I’m curious if you were aware of Deep Seek and if so how could you not have reported on this before it broke?

  • @dexter_gd3478
    @dexter_gd3478 9 днів тому

    It seems to me if everyone got off these platforms these guys are not going to be worth too much.

  • @CulbsDC
    @CulbsDC 4 дні тому

    Amazing news about La Equidad! I went to Cartagena and was blown away. Then went on to Medellin and really fell in love with Colombia. But it wasn’t till I went to Bogota that the deal was sealed! ❤❤❤
    Save me a seat! 🦵🏼⚽️🏟️

  • @JAMESYOUNG-c2r
    @JAMESYOUNG-c2r 8 днів тому

    How much of new subscribers was to watch football on Xmas?

  • @richardgoodwin6652
    @richardgoodwin6652 9 днів тому

    How the F can voters elect public servants that will stand up to corporations when most politicians-once they're on the inside-start taking from the lobbyists that have a lot of control over what gets regulated? 🤬 and how long will it take to get these representatives replaced-10-20 years?

  • @ThatcherMichelsen
    @ThatcherMichelsen 8 днів тому

    13:41 good luck and be careful!

  • @user-tq7xb2wc2p
    @user-tq7xb2wc2p 7 днів тому

    Congrats on boom sonic mach 1

  • @MH-pl5zi
    @MH-pl5zi 9 днів тому

    45:00 on Gilligan’s Island, Scott would be “and the rest”

  • @andrewhadfield5619
    @andrewhadfield5619 8 днів тому

    Look into buying the Wolverhampton Wanderers please.

  • @jeremiahvillatoro147
    @jeremiahvillatoro147 9 днів тому

    Great I would like that Colombia Podcast!!!!

  • @mastradamus1
    @mastradamus1 8 днів тому

    Love the Dawg.. but he could have explained his Columbian soccer ⚽ team purchase in fewer words: Champagne & Cocaine 😂

  • @Ryanrobi
    @Ryanrobi 9 днів тому

    If you actually look at where all the money goes in healthcare it goes to employees working there The nurses doctors secretaries back office people. If you compare what people in the medical professions make in America compared to any other developed countries you see that they make multiples of what people do in other countries. Just look at what the average surgeon in America made compared to the average surgeon in the UK. There are simply too many people that work in healthcare that need the money and their jobs to take much money out of it

  • @Miscchan
    @Miscchan 8 днів тому

    China did for $5M what OpenAI did for $5B. We have some seous problem in our approach towards building AI.

  • @tenlivesmedia
    @tenlivesmedia 8 днів тому

    New thumbnail, new green hue color. I watch this podcast too much it seems to notice the details. 😅

  • @SN-sz7kw
    @SN-sz7kw 8 днів тому

    Now waiting on the commentary on the DeepSeek fallout.

  • @bethreichler144
    @bethreichler144 8 днів тому

    Re: pharma... look at the governance of pharma. Look at the lack of innovation with regard to new therapies.

  • @ZeCarlosBr
    @ZeCarlosBr 2 години тому

    Guys, Ed, why don't you come to Brazil and do some investigation into medical costs? Do a check-up here... really... and then you would have some more arguments...

  • @DrMarkyMark
    @DrMarkyMark 9 днів тому +7

    DeepSeek has just pulled the rug on everything AI

  • @Zeppelin180
    @Zeppelin180 9 днів тому +1

    Hey, look at me, I’ve heard of Deepseek!

  • @SW-lw6mt
    @SW-lw6mt 8 днів тому

    I guess this was recorded before the Deepseek news. AI landscape has changed overnight.

  • @jeremiahwasabullfrog1
    @jeremiahwasabullfrog1 8 днів тому +1

    Scott: listen to yourself when you mutter “Musk” - you have so much venom in you. Jealousy isn’t a good color on you.

    • @ByPrettyPaco
      @ByPrettyPaco 2 дні тому

      It's clearly contempt, not jealousy. If Musk's unchecked existence doesn't trigger repulsion in you, I'm afraid YOU are the problem.

  • @raymondmay2136
    @raymondmay2136 9 днів тому

    I think Pharma companies should be able to sell drugs at any prices in the US provided it is the same or lower than sold anywhere else in the world.

  • @adrianr87
    @adrianr87 8 днів тому

    Everyone has 4k. And there's only a single Netflix 4k plan.

  • @cxxxxx1003
    @cxxxxx1003 9 днів тому

    Hi .... On the healthcare prices.
    Without pointing fingers in any direction and agreeing that the first at fault is us voting against our interests ..
    My 2 cents and to keep it simple to fit my IQ..... There are 3 major components for healthcare industry
    1. Pharma companies
    2. Insurance companies
    3. Hospitals / Doctors.
    Again very simplistically.... The middle category I(NSURANCE COMPANIES) for patients are the ONLY ones that don't bring any benefits......
    So arguably cutting them out of equation FIRStT is a very low hanging fruit that will save a few Billions for healthcare.
    After we can go after Pharma and hospitals/ doctors ..
    Thoughts?

  • @doogan3244
    @doogan3244 9 днів тому +1

    DeepSeek pretty well made this episode moot, nay?

  • @jorgemonasterio8361
    @jorgemonasterio8361 8 днів тому

    No investment strategy video could have aged worse in one day. Oops.
    Colombia is great

  • @OldJackWolf
    @OldJackWolf 8 днів тому +1

    There's a blitzkrieg going on in DC. Just thought you'd want to know.

    • @ttacking
      @ttacking 8 днів тому +1

      No there isn't? But there very well could be after all those firings ?

  • @ianpeterson8683
    @ianpeterson8683 7 днів тому

    Had to laugh at your Scott’s suggestion that Altman is diplomatic - he publicly funded E Jean Carroll’s lawsuits against Trump

  • @KBdaKB
    @KBdaKB 9 днів тому

    Do you guys really think that the President of the U.S. gets to choose “who”, will be the purchaser of Tik Tok? No way is that going to happen!

  • @john-s3w6c
    @john-s3w6c 9 днів тому

    Netflix results not a surprise......staying in is the new going out. (it's literally cheaper)

  • @apaporiscoin
    @apaporiscoin 8 днів тому

    ⚽. Equidad

  • @chrisg8995
    @chrisg8995 9 днів тому

    Anyone else here have a deep, deep hatred of Fundrise?

  • @dalepetersen1166
    @dalepetersen1166 9 днів тому

    It cost 1300 for Paxlovid prescription if you get covid

  • @MatheusBauer
    @MatheusBauer 9 днів тому

    HOMELAND reference!

  • @thecolorhero1078
    @thecolorhero1078 9 днів тому +2

    Agreed. I am a better person just a tad f&^Ked up. There is a thin line tho :)

  • @PitchThePM
    @PitchThePM 9 днів тому

    How do you think Oracle's involvement in Project Stargate will impact its position in the tech industry?

  • @andrewstorm8240
    @andrewstorm8240 9 днів тому

    Why didn’t he go for a league 1 or 2 local London team ?

  • @CunningDrueger
    @CunningDrueger 9 днів тому

    This notion that we need to understand the issues a little bit more is ridiculous. I know Ed is relatively new to the country, but anybody who has lived here for any amount of time knows that the cost of healthcare goes up when there's a benefit to the companies providing it. Which is why healthcare is so much less expensive in other countries. Crying socialism, or communism like so many people on the right do every time this is brought up is the reason we will never move away from this ludicrous situation. Electing Democrats, by the way, doesn't do much better. It's basically all one big party at this point.

  • @mavr1215
    @mavr1215 9 днів тому

    Read a book and learn how to garden, it’ll make you a lot happier 😊

  • @praveenapattabiraman7800
    @praveenapattabiraman7800 6 днів тому

    I learn a lot from your podcasts guys but I have to say - the comment about Eva Langoria was in poor taste. She’s a co investor - please treat her as much 😊as you

  • @tarik_diamane
    @tarik_diamane 8 днів тому

    29:51 DeepSeek.

  • @ahmedkhan1962
    @ahmedkhan1962 9 днів тому

    Jonah Hill from money ball or Jonah from wall of Wall Street? haha jk though, congrats!

  • @spiralizing
    @spiralizing 9 днів тому +1

    Its funny that the AI talk is already outdated...

  • @edwardhunt3774
    @edwardhunt3774 9 днів тому

    'You're outta touch, I'm outta time...' Your release schedule can't seem to keep up with breaking news.

  • @dabdias
    @dabdias 9 днів тому

    Other than vanity and money laundering, why would anyone want to buy a third tier football/soccer team?? Hopefully Scott will have fun…

  • @RedHatwithGautham
    @RedHatwithGautham 9 днів тому

    I wonder how this requirement of needing billions to build AI systems turns out with the Chinese DeepSeek solution crashing the dream for the US AI systems. 28:38

  • @chrismayberry8798
    @chrismayberry8798 9 днів тому

    🤷…. Curious…. Me too

  • @SubZeroLondon
    @SubZeroLondon 9 днів тому

    I see what you did there, updated the thumbnail.

  • @SophiaSalam-x6l
    @SophiaSalam-x6l 7 днів тому

    Ed is SO obsessed with Elon.

  • @davekeeney5639
    @davekeeney5639 8 днів тому

    You keep blaming some average American’s for not electing tough pols when the billionaire class floods elections with citizens united money make it almost impossible to elect people that represent the vast majority of citizens.

  • @ThatcherMichelsen
    @ThatcherMichelsen 8 днів тому

    28:44 Feb 9, 2024 - Sam Altman is trying to raise up to $7 trillion to manufacture new chips to power AI. According to The Wall Street Journal

  • @CubanLibertarian
    @CubanLibertarian 8 днів тому

    Equidad = Equity…

  • @tonynelson5229
    @tonynelson5229 9 днів тому

    The AI bubble is already starting to burst: ua-cam.com/video/Nl7aCUsWykg/v-deo.html

  • @matthewquirk4680
    @matthewquirk4680 8 днів тому

    House of Cards was not original programming.

  • @mikeh7515
    @mikeh7515 9 днів тому +1

    Please. Less. Fundrise.

  • @aaronbono4688
    @aaronbono4688 8 днів тому

    No one is self-made in this world professor. We need to dispense with that stupid notion.

  • @johnnyirving1274
    @johnnyirving1274 8 днів тому

    Glad Trump won.

  • @aaronbono4688
    @aaronbono4688 8 днів тому

    God I wish you guys would stop using the term human capital. It implies ownership which speaks of slavery. And while this is not necessarily what it means this is what it implies. It's what people who think about money over human beings say.

  • @chrismastramico688
    @chrismastramico688 9 днів тому

    Any chance that you boys can get through an episode WITHOUT talking about Elon? We all have a pretty good feel for your disposition on this guy. I get it, he's weird and some of his actions are incomprehensible, but he's far from the worst character the public or private markets have to offer.

  • @alexk729
    @alexk729 8 днів тому

    Scott’s jokes are literally the worst I’ve ever heard

  • @ttacking
    @ttacking 8 днів тому

    Y'all are WAY overthinking Johnson & Johnson circumventing the united health thing? People will just forget the name Luigi soon and Johnson & Johnson did the simple math

  • @spanishflea634
    @spanishflea634 9 днів тому

    Project Stargate - what a stupid name. Sounds like something that the musk came up with.

  • @montecarlomethod-youtube
    @montecarlomethod-youtube 8 днів тому

    Netflix US pricing premium is 18.99 and individual is 13.99 per month. five dollar difference for no ads more screens for a bigger household with more viewers and up to 4K. Not following the pricing discrepancies here.

  • @michaeljasper2225
    @michaeljasper2225 8 днів тому

    Keep on being the whiney Gen Z. Move on to the Hospital and physician groups and follow the money to Blackrock and Vanguard et al... Rock on. But as pointed out. How is it they get their paycheck. Oligarchy is the structure that keep us from having a marketplace.