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Google vs. Nvidia: Is the AI Chip King Finally Under Threat? | Prof G Markets

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Source: The Prof G Pod – Scott Galloway
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  • description: Ed Elson is joined by Patrick Moorhead, CEO and Founder of Moor Insights & Strategy, to break down the news that Meta is in talks to spend billions on Google’s AI chips, and what that means for the broader AI race. Then, Santiago Roel Santos, founder and CEO of Inversion, joins the show to unpack Bitcoin’s recent slide and share his outlook for crypto heading into 2026. Finally, Ed closes the episode with a message on gratitude. Timestamps 00:00 - Today's Number 00:21 - Market Vitals 00:54 - Google Challenges Nvidia (ft. Patrick Moorhead) 13:04 - Ad Break 14:22 - Bitcoin Declines (ft. Santiago Roel Santos) 25:02 - Break 25:24 - Gratitude 29:32 - Credits — Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-newsletter Order "Notes On Being A Man" now! https://amzn.to/4nl4VKo Subscribe to No Mercy / No Malice: https://links.profgmedia.com/nmnm-yt-sub-desc Follow Scott on Instagram: https://instagram.com/profgalloway Follow Ed on Instagram and X: https://instagram.com/ed_elson_/ https://twitter.com/edels0n Note: We may earn revenue from some of the links we provide.
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