11 Comments
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Mira Younger's avatar

Not related to this article, but I’d like you to cover what’s going on with Xanadu (XNDU).

phil dauber's avatar

big fan of your work..

Lisa Sands's avatar

Triple that. Your pod is a must for me. It's refreshing to get the truth with real data. Thanks Scott Galloway.

Ananyaa's avatar

@Scott Galloway Loved the calorie analogy - Capex numbers show the gorging is taking place on the balance sheet.

But if an obesity epidemic is coming, then what is the Ozempic?

jake's avatar

"The 2008 bank bailouts were defensible.."

No one ever says the whole truth - The bailout was a loan that was paid back with interests. Look it up, the Gov actually made money off the 2008 bank bailouts. Serious. Bernie and AOC will never tell you this

Lisa Sands's avatar

This stuff is madness. What a time we live in. Thank you for your service of keeping us informed with "real" facts from expert research and data. You and your team rock.

Rick Herrman's avatar

2nd mice munching cheese only exist when following a deceased 1st mouse (noting, I trust the theory).

Chris's avatar

"Nothing signals that you’re part of the 1 billion most attractive mates in the world more than having an iPhone."

I've heard Scott say things like this before. I understand what he's getting at, but if you consider someone as a better mate because of a phone, your priorities need a review.

Mia Silverio's avatar

I don’t disagree

Chris's avatar

"Nothing signals that you’re part of the 1 billion most attractive mates in the world more than having an iPhone."

I've heard Scott say things like this before. I understand what he's getting at, but if you consider someone as a better mate because of a phone, your priorities need a review.

Leston Cochran's avatar

My concern with measuring capex today versus when the measurement was instituted and correlated with market health and GDP, is that capitalizing software/digital products often returns 0% value to the economy when they go bankrupt.

Historically, a capitalized investment meant physical goods that had long term value to the economic system.

Junk.ai.io capitalizing $20M a year in software dev to be a nothing burger in 5 years is my major concern with our current measuring sticks of economic health.