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EE Ed Elson Ed Elson Co-Host of Prof G Markets and author of Simply Put.

“I think that's the most important thing for the markets coming out of this election: the people were asked how they feel about data centers, and it was basically just a giant, flat, resounding no.”

Prof G Media · Tech Strategy & Big Tech · November 2026

“I think that's the most important thing for the markets coming out of this election: the people were asked how they feel about data centers, and it was basically just a giant, flat, resounding no.” — Ed Elson, Prof G Media

Context

Scott Galloway had said the markets seemed to be reacting to the idea that data centers have nowhere to go, with data center suppliers hit hardest. Elson's point is that voters' rejection of data centers is the main takeaway for investors from the midterms.

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Transcript

Prof G Media
Scott Galloway

…and pick one point of light that the markets woke up to and said, oh, uh-oh. And then also, it's validated by the thesis that the ones that are the least diversified to the choke of supply of data centers are the ones that got hit the hardest. That would be the point of light I would be looking at.

Ed Elson

That's it. I think that's the most important thing for the markets coming out of this election was that the people were asked how they feel about Dave Centers, and it was basically just a giant, flat, resounding no.

Scott Galloway

Today's number, $13,000. That's how much courtside seats at the Knicks home opener are selling for. Ed, knock knock.

Ed Elson

Here's a

Speaker 3

democracy.

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

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