Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to dig into Disney’s earnings. Finally, Mark Mahaney joins the show to unpack Uber’s results and explain how the company is positioning itself in the race for autonomous dominance. A note to our listeners: our team is out of office for vacation starting next week. There will be no new episodes from August 11th to the 22nd. Enjoy the rest of your summer, and we’ll be back on the 25th. Timestamps 00:00 - Today's Number 00:23 - Market Vitals 01:15 - OpenAI’s Potential Share Sale 08:43 - Ad Break 10:07 - Disney Earnings Report 11:33 - Interview w Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup 22:25 - Ad Break 23:52 - Uber Earnings Report 24:32 - Interview w Mark Manahey, Senior Managing Director and Head of Internet Research at Evercore 35:53 - Credits -- Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-newsletter Order "The Algebra of Wealth" out now: https://links.profgmedia.com/algebra-of-wealth Subscribe to No Mercy / No Malice: https://links.profgmedia.com/nmnm-yt-sub-desc Follow Scott on Instagram: https://instagram.com/profgalloway Follow Ed on Instagram and X: https://instagram.com/ed_elson_/ https://x.com/edels0n