
Google vs. Nvidia: Is the AI Chip King Finally Under Threat? | Prof G Markets
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
—
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Note: We may earn revenue from some of the links we provide.
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.
The Prof G Pod – Scott Galloway
NYU Professor, best-selling author, business leader and serial entrepreneur Scott Galloway cuts through the biggest stories in tech, business, and investing with unfiltered insights, bold predictions and thoughtful advice. Podcasts include Markets with co...
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