Cold War II + An Update on Global Conflicts — with Niall Ferguson
2024/8/8
The Prof G Pod with Scott Galloway
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Niall Ferguson
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Scott Galloway
一位结合商业洞察和个人故事的畅销书作者、教授和企业家。
Niall Ferguson: 当前世界正处于第二次冷战，俄罗斯、中国、伊朗和朝鲜等国构成对美国及其盟友的挑战。俄乌战争的走向取决于美国总统选举结果，如果哈里斯当选，将延续现有策略，如果特朗普当选，将对俄罗斯施加更大压力以促成谈判。持续的对乌克兰有限支持可能导致乌克兰失败，应寻求停火协议。美国对以色列的支持力度不如以往，拜登政府对伊朗的态度存在矛盾。
Scott Galloway: 对美国大选结果难以预测，两党都面临自身问题。通货膨胀的原因是多方面的，包括财政刺激政策过度和供应链中断。年轻人应该尝试在不同的城市生活，以拓宽视野。
Deep Dive
Google's dominance in search, achieved through continuous innovation and strategic business decisions, has led to concerns about monopoly maintenance and supra-competitive pricing. The recent antitrust ruling against Google raises questions about potential remedies, such as breaking up the company or altering its agreements with other platforms like Apple, and its impact on the search ecosystem.
- Google's search dominance is linked to its ability to age in reverse through network effects.
- The company's monopoly power allows it to charge higher rents to advertisers, impacting companies like Airbnb.
- Breaking up big tech could be the biggest tax cut in history, stimulating competition and innovation.
- ChatGPT's emergence is partly attributed to Google's lack of incentive to innovate in search.
Shownotes Transcript