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The Prof G Pod with Scott Galloway · September 21, 2026 · 23m

The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game

Scott Galloway examines how a colossal $1.7 trillion investment in AI data centers is being fueled largely by borrowed money, raising concerns about financial sustainability. He also explains how Apple has transformed its iPhone business into a recurring monthly subscription model, creating predictable revenue streams. Additionally, he offers career advice on positioning yourself to take over your boss’s job.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Preview

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The AI Buildout Is Funded Heavily by Borrowed Money
Scott Galloway argues that the massive $1.7 trillion data center expansion for AI is being financed largely through debt, raising questions about sustainability.
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Apple’s iPhone as a Subscription Model
Galloway explains how Apple has transformed the iPhone from a one-time purchase into a recurring monthly revenue stream through financing programs and subscription bundles.
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