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Ed Elson

@edels0n(opens X in a new tab)

Real Alpha has cut 8 moments of Ed Elson talking, from 5 interviews on Prof G Markets, the latest published Nov 2, 2026.

What Ed Elson said

  1. Prof G Markets ·

    The Stock Market Is Already Pricing In A Democratic Sweep

    2 moments · 12 min

    1. 32:58

      Big Tech now depends on capital markets to fund its AI buildout

      “And that's why I was really like, it felt really powerful that literally the day after Microsoft reports their earnings, they also announce a $25 billion bond sale.”
      at 35:10
    2. 1:03:54

      Netflix needs a mobile format as viewing shifts to social video

      “average viewing time per member on Netflix has fallen 26% in the past three years.”
      at 1:06:16

  2. Prof G Markets ·

    Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech

    1 moment · 4 min

    1. 31:21

      Microsoft's buyout plan could take headcount below pre-pandemic levels

      “If Microsoft actually eliminates 27% of its workforce, like they're suggesting, then their total headcount will actually be lower than what it was before the pandemic.”
      at 32:49

  3. Prof G Markets ·

    The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX

    3 moments · 14 min

    1. 18:43

      A SpaceX merger could dilute Tesla shareholders’ protections Pro pick

      “the smaller the float the more you can manipulate the price with extremely large shareholders.”
      at 20:19
    2. 55:55

      Public markets price AI risk more cautiously than private markets

      “The only place where I think that the bubble is not being acknowledged and is not being properly priced is in the private markets”
      at 59:35
    3. 1:08:45

      Meta's filing suggests AI funding could become harder

      “this ai boom which has generally been funded with investors money not with profits that might be about to run out”
      at 1:09:23

  4. Prof G Markets ·

    SpaceX Raised $111B — It Already Needs More

    1 moment · 4 min

    1. 32:06

      OpenAI’s research progress does not prove its business model works

      “scientific research and enterprise business are two very different ballgames.”
      at 35:15

  5. Prof G Markets ·

    Zohran Mamdani Wins — Why NYC’s Mayor Race Was a Referendum on Inequality | Prof G Markets

    1 moment · 4 min

    1. 28:13

      Ed Elson argues inequality is driving a demand for change Pro pick

      “where the bottom 40% of earners are receiving about 8% of the total income”
      at 28:46

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