The Week: AI, GLP-1s, and Scott's Iran War Reversal

**Scott Galloway** (0:01)
Support for the show comes from Odoo. Running a business takes everything you've got, and a lot of the tools out there that are supposed to make your life easier, just aren't great talking to each other. And that means you end up having to toggle between a dozen different apps and services just to keep the lights on.
Enough of that, now there's Odoo, the all-in-one fully integrated platform that might actually help you get it all done. Thousands of businesses have made the switch, so why not you? Try Odoo for free at odoo.com. That's odoo.com.

**SPEAKER_2** (0:32)
When I scraped my car in that parking garage, I was worried that it could be a long process to take care of it, like a landscaper's first day trimming a hedge made.

**Scott Galloway** (0:41)
I have definitely already been here. Now was it left right or right left?
Maybe I'll cut a path out and find my way back later.

**SPEAKER_2** (0:52)
But it wasn't like that. I filed a claim in under two minutes on the Geico app, and they handled it from there. It was taken care of almost as quickly as it happened.

**George Hahn** (0:59)
It feels good to get help quick.

**Scott Galloway** (1:01)
It feels good to Geico.

**SPEAKER_4** (1:03)
Support for this show comes from Odoo.
Running a business is hard enough. So why make it harder with a dozen different apps that don't talk to each other? Introducing Odoo. It's the only business software you'll ever need. It's an all-in-one fully integrated platform that makes your work easier. CRM, accounting, inventory, e-commerce and more.
And the best part? Odoo replaces multiple expensive platforms for a fraction of the cost. That's why over thousands of businesses have made the switch. So why not you? Try Odoo for free at odoo.com. That's odoo.com.

**George Hahn** (1:46)
Welcome to The Week from Prof G Media, where we break down what mattered and what it all means. I'm George Hahn, and it's Friday, June 5th. Today, we get into the growing cost of the AI boom, why one pharmaceutical CEO believes medicine may be more transformative than AI, and why Scott is now rethinking his support for military action in Iran. Let's get into it.
This week, Scott and Ed took Prof G Markets on the road. On Friday, they were in San Francisco, the global capital of AI optimism, and Scott had a reality check ready.

**Scott Galloway** (2:28)
Nearly 50,000 workers have been laid off this year supposedly because of AI, and that's almost as many as in all of 2025 For companies adopting AI, the thesis is simple. AI is going to do, is supposed to do much of the work that humans do. In recent weeks, however, that thesis has hit a roadblock. More and more companies are reporting that despite the enormous power of AI, the technology is actually more expensive than the humans that it is supposed to replace.
Uber, for example, just blew through its entire 2026 AI budget in just four months. According to the COO, it is now getting harder to justify AI costs within the company. Microsoft is canceling its code code licenses across multiple divisions because it's simply gotten too expensive. And over at NVIDIA, one executive said that the cost of compute is now quote far beyond the cost of employees, which all raises a crucial question for the AI industry, which we just hinted at earlier. And that is, at what point does AI actually stop being worth it? So this has blown up basically in the last 48 hours, where many companies are now coming out and saying, we're actually not as confident about this whole AI thing as we used to be. And now the question becomes, at what point will AI actually pay off? So I will pose that question to you.
At what point is it too much?

**Scott Galloway** (3:57)
I think we're already seeing hints of it. And I don't think, I think it comes down to incentives. You were talking about how you're trying to incentivize people.
Kind of an interesting part of the ecosystem right now and the different layers is the adoption layer, trying to get people to use it. And companies have put in place the incentives to try and get people to use AI more. But there was a recent survey by a professor at MIT, and he found that about 5% of the projects that people are using tokens for, they can actually connect. The CFOs can connect to some sort of return.
So while I think that they're really intoxicated, it was like using AI as much as you can and talking about it in your earnings call. It's like adding.com back in the 90s. But look what happened in 2000 This definitely does feel like 99, and I'm waiting for the first CEO to come out and say, we have to get procurement involved and we have to dramatically scale back our expenses here. I don't think it's that romantic. I think it's just going to be a traditional Fortune 500 company that starts the narrative of, okay, this has been fun, but we have to dramatically decrease our AI investment because we're not seeing the type of ROI we'd anticipated.