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Explore Josh Brown: If This Is A Bubble, It’s Pathetic with 287,516 views, 3,667 likes, and 1,399 comments. Experience the impact of this video content that has captured audience attention.

Today on Prof G Markets, Ed Elson and Scott Galloway are joined by Josh Brown to break down Anthropic’s S-1, including why its revenue growth stood out to him and why he doesn’t think the company has much of a moat. He also shares his prediction for the IPO and why he thinks the company has timed its public debut well. Plus, he weighs in on Netflix and what he believes is the company’s biggest problem. Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-newsletter Order Notes On Being A Man now! https://amzn.to/4nl4VKo Timestamps: 00:00 Preview 00:45 Today's Number 01:08 Today's episode 02:09 Interview with Josh Brown 03:24 What is your reaction to Anthropic’s filing? 07:51 What do you make of the profitability side? 18:13 Do you think Anthropic could overtake every other company in value over the next three to four years? 37:25 Ad break 38:53 Anthropic's S-1 filing 42:06 Do you think it goes out at $2 trillion? 45:01 What's your response to the bubble question today? 52:43 Ad break 54:13 Amazon 55:34 What did you mean when you said high interest rates and oil prices can benefit the market? 01:05:19 What are your thoughts on what is going on at Netflix? 01:10:46 Where does the S&P 500 land at the end of the year? 01:14:02 Credits Follow Scott on Instagram: https://instagram.com/profgalloway Follow Ed on Instagram, X and Substack: https://instagram.com/ed_elson_/ https://twitter.com/edels0n https://substack.com/@edwardelson Subscribe to Prof G Markets on Spotify: https://links.profgmedia.com/markets-spotify Got a question for Prof G? Get answers on TikTok: https://links.profgmedia.com/tiktok Want more Prof G? Check out everything we're up to at: https://links.profgmedia.com/home Send us your questions or comments by emailing [email protected] Note: We may earn revenue from some of the links we provide. #business #news #tech #financemotivation #stockmarket #profg #scottgalloway #edelson #profgmarkets #ai #earnings #stocks #inflation #investmentstrategies #investment #investing #gdp #tariffs #2026

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