Scott Galloway
👤 SpeakerAppearances Over Time
Podcast Appearances
They are also growing their AI revenues.
But people say, no, it's all going to be a problem because...
The new companies like Anthropic and like OpenAI, they're going to ruin the whole game.
They're going to ruin the party.
And they're even going to ruin the party for a company like Microsoft.
Why?
Because, yes, Microsoft makes a lot of money from Microsoft Office and that suite of products.
But also, Microsoft is way overspending.
They're investing all of this capex.
They're plowing all this money.
Same with Meta.
Same with Amazon, etc.
The thing that just doesn't make any sense to me
That's exactly what OpenAI and Anthropica are doing.
I mean, those companies are wasting, not necessarily wasting, we don't know yet, but they are spending so much money right now.
The unit economics don't make any sense.
What would happen if they were publicly traded?
Would they get destroyed by their own products?
They said one and a half trillion out loud at one point.
Yes, yes.