I’m going live today at 12:15 p.m. ET with my Yoda on U.S. history, Boston College professor and author of Letters from an American, Heather Cox Richardson. We’re talking about America at 250: What Comes Next? Expect a discussion on power, institutions, technology, and the future of American democracy. We want you to shape the conversation. What questions do you have about where the country is headed? Let us know in the comments. This livestreamed event is open to our entire audience. Sign up below. To The Moon?On Friday, Ed Elson and I went live on Substack minutes after SpaceX started trading on the Nasdaq. Nothing about this IPO has been conventional, from the retail investor allocation (30%) to the current $2.1 trillion market cap (112x trailing revenue). We broke it all down in real time. Prof G+ members can watch an exclusive replay of the livestream below. Want more SPCX? We’ve got you. We shared our thoughts on the first-day pop in the Markets Newsletter and on the Prof G Markets pod. Bonus round: the legendary Howard Marks, co-chairman of Oaktree Capital Management, also joined us last week to offer his perspective on where the IPOs of SpaceX, Anthropic, and OpenAI will fall on the spectrum from legitimate investment to irrational exuberance. Watch here. The Real Bottleneck in the AI BoomLast week’s Prof G+ Deep Dive examined the growing outrage over AI data centers, and asked how much of it is actually justified (catch up here). This week, we focus on solutions. For Part II, I sat down with former DOE official Jigar Shah to discuss why the biggest obstacle to AI may not be chips or computing power, but the electric grid itself. We discuss interruptible tariffs, rising energy prices, what states are getting right, and how we can expand AI infrastructure without overwhelming our power system. Predictions 2026: Mid-Year Check-InIf you know me, you know I make predictions (and then hold myself accountable). And lately, I’ve been feeling extra accountable (read: not waiting until the end of the year to revisit our 2026 Predictions). Join me live on June 30 at 3 p.m. ET for our first-ever Predictions Mid-Year Check-In. We’ll revisit our 2026 prognostications, plus reveal a fresh set of forecasts for 2H. Stay tuned for details – you won’t want to miss this one. Prof G+ subscribers only. Life is so rich, Scott You're currently a free subscriber to Prof G Media. For the full experience, upgrade your subscription.
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