A graphic that says: Want the full story? Subscribe now at https://www.profgmedia.com/.

www.profgmedia.com/p/chokepoints

A quote card by Scott Galloway that says: "The Strait of Hormuz. One man’s satellite network. An autocracy cosplaying as a government. Three cloud providers. One island. We didn’t stumble into these chokepoints, we built them."

A graphic that says: Taiwan makes more than 90% of high-end chips. “If that island were blockaded ... it would be an economic apocalypse.” — Treasury Secretary Scott Bessent

A quote card by Scott Galloway that says: "That’s what makes the cloud such a potent chokepoint. It’s hiding in plain sight … until it isn’t."

A chart that says: Alphabet, Amazon, and Microsoft own 2/3 of the cloud market.

A quote card by Scott Galloway that says: "On paper, our system was built to avoid chokepoints by distributing power. We built one anyway: It’s inside the Oval Office."

A graphic slide that says: You're at Elon Musk's mercy if you're: - Connecting from a cellular deadspot - Going online while flying one of 30-plus airlines - Out on a boat - Operating in a war zone

A quote card by Scott Galloway that says: "Globalization has expanded the economic corpus, yielding huge — though unevenly distributed — prosperity. It has also formed carotid arteries the size of … the Strait of Hormuz."

On overlooked vulnerabilities: www.profgmedia.com/p/chokepoints

Flashback: 1985 (UCLA)

I set up my (fraternity) “little sister” Gail Becker with brother John Miller. Married 4 years later, 2 sons. Gail is the founder of Caulipower.

How to stop underselling yourself. bit.ly/3OkYgU6

Trump's ceasefire failure.

The math of protests, from my conversation with Erica Chenoweth. bit.ly/41ngZ4C

Donald Trump is in the midst of bankrupting the United States.

A post from Scott Galloway that says: I feel, in my bones, around 7:59 PM a deal will be announced. And by “deal.” I mean something that does not exist. He thinks he’s playing chess, but he’s eating the pieces.

Called it.

Join me and @jessicatarlov.bsky.social live today at 11 a.m. ET as we discuss the Iranian ceasefire.

Sign up here: open.substack.com/live-stream/...

We’re using the U.S. military to create volatility such that our president can engage in insider trading.

Leaders make promises, not threats.

A quote card by Scott Galloway that says: "You’re a hedge fund offering classes."

A quote card by Scott Galloway that says: "The leadership of many of our most elite universities have decided that their luxury brands are no longer public servants."

A quote card by Scott Galloway that says: "If you have an endowment over a billion dollars and you aren’t growing your freshman class size faster than the population, I think you should lose your tax-free status."

My thoughts on higher ed.

Markets now has its own YouTube channel.

Subscribe: m.youtube.com/@profgmarket...

Interesting take on CEO communication style at NKE

What the Nike CEO’s remarks reveal about rallying employees through turnaround fatigue - FORTUNE

We underestimate the immunity of new college grads. links.profgmedia.com/4cx4U1Z

I have a hunch this isn’t going to work.

We’ve been nominated for a Webby Award.

Vote 🗳️ vote.webbyawards.com/PublicVoting...

Farewell, Pam Bondi. We'll never forget when the Dow was at $50,000.

The risks of prediction markets.

The most successful people, at the end of the day, are great storytellers.

New Office Hours with Aneesh Raman out today. bit.ly/4e1jaCf

“BUT THE DOW IS AT 50,000 DOLLARS!”

A quote card by Scott Galloway that says: "If you’re a young man trying to figure out what surplus value looks like in practice, here’s a filter: Are you optimizing for attention, or service?"