Scott Galloway and Ed Elson break down the biggest takeaways from Anthropic’s financials and explain why the company’s customer concentration is raising concerns. Then, they examine the state of the IPO market and make the case for why now could be the time to buy bonds. Finally, they discuss the changes John Ternus is making at Apple and debate whether the company’s new smart home hub will be a success.Vote for Prof G Markets at the Signal Awards here Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out nowNote: We may earn revenue from some of the links we provide.Follow the podcast across socials @profgmarketsFollow Scott on InstagramFollow Ed on Instagram, X and SubstackSend us your questions or comments by emailing [email protected]Learn more about your ad choices. Visit podcastchoices.com/adchoices