Prof G Markets OpenAI's Week From Hell — And Why Anthropic Is Winning
383 snips
May 4, 2026 OpenAI’s rough stretch takes center stage, with missed targets, legal drama, and mounting pressure from Anthropic. Then the conversation swings to blockbuster Big Tech earnings, AI spending wars, and which giants look smartest right now. It also tackles the Spirit Airlines bailout fight and a sharp debate over Intel’s sudden surge.
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OpenAI Could Win By Exposing Musk's Contradictions
- Scott Galloway says Musk’s case will likely backfire because evidence suggests Musk himself pushed OpenAI to become for-profit if he could control it.
- He argues that undercuts Musk’s safety rhetoric, especially since xAI now operates with fewer guardrails than rivals.
Scott Compares Musk's Lawsuit To Investor Regret
- Scott Galloway compares Musk’s OpenAI lawsuit to his own missed pro rata in Boom after doubting aviation economics and getting diluted.
- Boom later found an AI-power angle, and Scott says the company may now trade 10 to 20 times higher.
Investors Now Care More About AI Capital Discipline
- Big Tech’s quarter showed AI demand and core businesses both remain exceptionally strong, but investors are shifting attention from growth to capital discipline.
- Scott Galloway says markets now want the ‘great taste of AI’ without another surprise jump in capex.