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Ed Elson

👤 Speaker
11816 total appearances
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Voice samples: 5
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Appearances Over Time

Podcast Appearances

Prof G Markets
AI’s $400 Billion Test Is About To Begin

And the driver who I was with, who takes people to and from the Swift concerts all the time is like, look to your left when we get out here, you're gonna see about 800 dads in cargo pants.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

And I looked to the left and there's this gigantic terrace full of like guys in their 30s and 40s, all on their phones in cargo pants.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

And he goes, it's dads waiting for their daughters.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

They didn't want to spend the money.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

You know, it's too expensive.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

So they buy ticket.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I thought it was so nice.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

It's too expensive.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I'm like, people don't, I thought to myself, these, you know, all these guys are such good men.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

They come to the concert, they bring their 13 year old daughter, but they don't want to spend the money on a ticket.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

So they wait outside for three hours.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

and listen to the talking heads in REM or do whatever it is they do, and then wait for their daughter to come out because they don't want to spend that kind of money on a ticket.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

Anyway, I found the most rewarding thing, hands down, was when people brought their young adult children.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I thought that was really affirming.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I'm glad.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

Well, I sort of made it.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I think that the big three coming up, I'll be interested to see if they're, I don't, this isn't a prediction.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I wouldn't be surprised if their pricing has to come down a bit, but I think the biggest first day pop or the biggest initial pop on the first trade is going to be Anthropic.

Prof G Markets
AI’s $400 Billion Test Is About To Begin

I think the momentum,

Prof G Markets
AI’s $400 Billion Test Is About To Begin

The RIS, so much about an IPO is the narrative versus the numbers.