Ed Elson

speaker

387 appearances 1 recordings 1 series first heard Sep 2026 last heard today

Ed Elson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

Appearances

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The Prof G Pod with Scott Galloway · The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game · 21 Sep 2026 podcast

The financing is circular. matched

NVIDIA sells the chips and lends its customers the money to buy them. matched

And so the same dollars keep flowing in between a handful of companies, making demand look bigger, artificially bigger than it is. matched

In some the end here or the slowdown isn't likely one dramatic um bang. matched

It's it's kind of a slow rolling thud similar to two thousand or two and to two thousand and two, where the weakest, most borrowed players fall first. matched

Well, big tech survives. matched

So this listener matched

You're you're right about the crying baby and who'll end up holding sort of the over leveraged developers and the ratepayers, not the hyperscalers. matched

But matched

My understanding is you're working on grid upgrades in the Scottish Highlands. matched

I I think it's interesting to be a in the center here in a specter. matched

I would argue as it relates to matched

Your job. matched

I still think the demand is gonna be pretty substantial. matched

And that your skills are going to be in pretty high demand for a while. matched

Uh in other words matched

The matched

The technology and I do think the data centers will survive. matched

Uh I just don't know what the valuations will be or who pays off the debt. matched

To finance these things, but as as it relates to what you're doing. matched

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