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

The AI boom is hitting a cost wall, a pharmaceutical CEO argues his drugs may be more transformative than AI, and Scott Galloway reverses his support for the Iran war. This week on The Prof G Pod, George Hahn breaks down a market reality check, a deep dive into America's broken healthcare system, and a sobering admission about military intervention.

The AI Cost Reckoning

The dominant theme of the week is a sudden, sharp reality check for the AI industry. The thesis that AI will replace expensive human labor has hit a roadblock: the technology itself is proving more expensive than the workers it was meant to displace. Nearly 50,000 workers have been laid off this year, supposedly because of AI, but the cost savings haven't materialized. Uber blew through its entire 2026 AI budget in just four months, and its CCO now says it is "getting harder to justify AI costs." Microsoft is canceling its Claude code licenses across multiple divisions because it has become too expensive. An NVIDIA executive stated that the cost of compute is now "far beyond the cost of employees."