Published Sep 11, 2023

Arm’s IPO, Instacart’s Valuation, and Salesforce’s Year of Efficiency | Prof G Markets

Scott Galloway delves into Arm's significant IPO, unpacks Instacart's evolving valuation driven by advertising, and dissects how activist investors have influenced Salesforce's strategic focus on efficiency and profitability.

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Arm’s IPO, Instacart’s Valuation, and Salesforce’s Year of Efficiency | Prof G Markets

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Cost Cutting Wins

Advertising Over Groceries

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Advertising in Grocery

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Inflation and Strikes

AI in Media

Market Movements

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Valuation Challenges

Cable's Diminishing Future

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Unpacking Advertising Chaos

Episode Highlights

Arm's IPO

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Topics covered

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Episode Highlights

Arm's IPOScott Galloway analyzes Arm's upcoming IPO, focusing on its valuation, market impact, and SoftBank's role. He discusses the challenges and implications for investors and the broader market.

Arm's IPO

Instacart's ValuationScott Galloway examines Instacart's revenue model, highlighting the significant role of advertising. He also discusses the company's valuation history and the factors contributing to its decline.

Instacart's Valuation

Salesforce's EfficiencyScott Galloway examines the role of activist investors in shaping Salesforce's strategic decisions and financial performance. He discusses how cost-cutting measures have led to significant improvements in profitability.

Salesforce's Efficiency

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