¶ Intro / Opening
Support for the show comes from Apple. Before it was Pivot, it was just an idea. And the place where my ideas could take flight was always on my Mac. I've been using a Mac for everything since I started using computers. And of course, an iPhone. I got one of the first ones. You know, I use my Mac all the time when I'm doing podcasts. especially when I was traveling, but I used it in the very beginning of doing podcasts when I did remote stuff.
No matter what you have an idea for, whether it's an innovative piece of tech, a groundbreaking policy, or a short story concept you can't get out of your head, go for it. You just need to get started. Great ideas start on Mac. Find yours at apple.com slash Mac. Support for this show comes from Smartsheet. If you want to optimize your workflow, it's important to have all of your documents in one place. But it doesn't just stop at documents. You should have everything you need in one place.
That's where Smartsheet comes in. Smartsheet is the intelligent work management platform that embeds AI-powered execution to drive up the velocity of work. With AI-first capabilities, you can make work management your superpower. getting personalized insights, automatically creating tailored solutions, and streamlining workflows to elevate your work. Plus, this intelligence layer unites people, processes, and data, helping you tackle any work management challenge. Visit smartsheet.com slash fox.
Avoiding your unfinished home projects because you're not sure where to start? Thumbtack knows homes, so you don't have to. Don't know the difference between matte paint finish and satin? Or what that clunking sound from your dryer is? With Thumbtack, you don't have to be a home pro. You just have to hire one. You can hire top-rated pros, see price estimates, and read reviews all on the app. Download today.
You're actually a decent kind of mediocre, maybe good interviewer. You're actually okay. You're getting there.
¶ Scott's Birthday Media Whirlwind
Hi, everyone. This is Pivot from New York Magazine, the Vox Media Podcast Network. I'm Kara Swisher, and now I must sing to Scott Galloway on his birthday. No, no. Yes, yes, yes. Now, happy birthday. Day to you. You live in a zoo. You look like a monkey because you're wearing a monkey suit and you act like one too. When did we get so old, Kara?
What happened? I don't know, Scott. You look good, though. You have a suit on, because I understand you went on much of television today. I was on Morning Joe, then the Today Show, and I just got back from The View, where I... Basically, they asked me about my father and I started crying in front of an audience. Oh, that's perfect. Yeah. That's with all the ladies, right? God. Yeah.
Savannah Guthrie wrote me a lovely note. Oh, she loves you. She said Scott Galloway for president. She loves you. Yeah, I was on with her and Craig. Craig. Handsome Craig. Yeah, handsome Craig, and she looks great. Handsome Savannah, too. Yeah. She's a nice person.
Yeah, she seems actually, she's a real woman of faith, and I like the way she positions her faith. I think it's really... I interviewed her about that when her book came out. I remember that, yeah. But I'm a total media whore this morning. I'm absolutely everywhere. Yeah. So that's good, though. Whereas usually I'm just a whore. You're just a whore. Just a ho. Just a giant ho. How was morning, Joe? How was morning, Joe? Did you flirt with the two of them?
Well, they were remote. I guess they're down in Florida somewhere. Oh, they just don't leave their home now. Okay. Yeah, they don't leave their home. They roll out of bed and roll in. But you know what? They've always been... you know how some shows you know they just want you to win yeah that's what morning joe is for me joe and mika always like try to set me up for success and uh
So I really like it there. And plus, they always make me somehow, they make me look less awful. I like look reasonable in that show. This is how vain I am. I think about what shows make me look the best. But I love... I would say of all of the things I go on, I think Mar's number one, because I find that show just so challenging and interesting, the format. But Morning Joe for me is really...
I think they do a great job with it. I mean, the bottom line is between the Morning Joe, The View, The Today Show, as much as I criticize TV, when you see just how much activity is going on behind the scenes. Yeah. They give great TV. They do. They do. And let me tell you, let me give you information. They sell fucking books, I got to say. Oh, yeah. After The View, my book sales rocketed more than Bill Maher and...
The View, I would say, and today's show. Yeah, and I was on with Fareed yesterday. Oh, good. So, yeah, I'm everywhere. You're really horrid up. I'm ubiquitous. I'm like AOL in the 90s. You stick your hand into a cereal box, you're going to pull out a little dog. Little dog. Let me ask you a question. How was the few ladies? Were they nice to you? Did they stroke you after you cried?
What did Whoopi say, get the fuck out of here? It was my second time. They've always been really lovely to me. It was Anna Navarro, Whoopi, obviously, Alyssa Farah, who unfortunately is pregnant because I was... thinking there was a shot that she would leave her husband for me. No, she's not. I didn't know that. That doesn't seem to be going very well. Yeah. And then Sunny, who's... Sunny Hostinger.
who looks 18 and she has a son who's a doctor. Yeah, yeah. And she wanted advice. She was saying, I'm going to give your book to my son. I'm like, oh, really, what's he doing? It's like, well, he's a... Harvard educated doctor. I'm like, no, he needs to mentor me. He needs to write a book and I'll read it. He's just fine. He's tracking.
¶ New York Mayoral Race Insights
He's tracking. That's good. But yeah, it couldn't be. Who's next? What's your next thing besides our pivot tour coming up? We've got one more show before our pivot tour. Oh my God. It's you and I for a week. Come on. I'm on Anderson Cooper tonight. I'm on MSNBC tomorrow. Yeah. a mayor you know i'm
Christiane Amanpour tomorrow. I'm everywhere. Are you? Good. It's going to be too much, Scott. May I just say, how is your birthday going? The reason I sang is because I thought about playing the Stevie Wonder song, but YouTube dings us when we put music up.
Oh, yeah. I'm being very genuine. I don't like my birthday. You don't? I don't enjoy it. I don't want to be reminded of my age. Oh, well. I don't. I don't like gifts. I don't. I would rather, if I could delete anything, you know how we have those delete me ads? Mm-hmm. What we need is an app called Delete Birthday, where everybody forgets you actually have birthdays. Oh, now I sent you that edible arrangement. No, I didn't.
Actually, I'm shocked in one of the many times you've stayed here, you haven't arranged my edibles. I know, I have. A little turn of phrase there. I saw that, but I actually have done that. I looked through them at length one night when I was bored. God. I was like, hmm. I didn't take any of them, just so you know. Yeah, you need to start.
I know, but I just was interested in them. And I looked them up and I Googled all of them and everything. Did you? Yeah. Is that part of the problem? My psychotic breaks? No, not at all. Is that part of the problem? Not at all. Well, I am glad you're here another year. Well, thank you for that.
I appreciate that. You look very nice, too. You're a little hunched over. Sit up straight with that suit on. Sorry. There you go. How's that? All right. Yeah. Looking nice. That's your go-to suit, isn't it? That's your go-to outfit. Yeah. No, you know what's funny is I've consistently, I have probably. i don't know a dozen suits i like i like the idea of suits and then i find one i like and i wear the same thing over and over you look very mom donny right now
He loves a suit. It's my birthday. Do you really want to bring that? That's my birthday. I'm just saying. Come on. He wears a suit. He shows respect for people. I like his outfits. I think he's a...
I think he's a good-looking guy. And he wears a suit, though. I'll give him this. He does show respect, isn't he? I think the learning—I keep getting calls from Democrats. What do you think of it? The Democrats can take a lot from his campaign. I'll give him this. You know, I think you and I are a little bit—
different views on his policies. I don't think there's any denying that the Democrats can learn a lot from his campaign. Well, we'll see. If he does, we'll see. You never know. People can surprise you. On lots of ways. He seems to have talked to a lot more people than you think. I think he's very similar to AOC, who has pivoted much more to the center than...
Is that right of AOC? Yes, 100%. I think they learn. They want to be in position. Same thing with Marjorie Taylor Greene. Like, they're all pivoting in a way that makes them slightly. Are you kind of suspicious of MTG, though? I'm just not sure I buy it. I don't know. I agree. I thought.
I think she likes the attention, and she's getting a lot of attention. She's doing a good job of getting it, I'll tell you that. Well, someone asked me who the leader of the Democratic Party was, and I said Marjorie Taylor Greene. She's been... But, yeah, it'll be, look, people have asked me, well, what happens if he wins? I'm like, if he wins? Nothing. First off, I'm not a New York resident, but if he wins, like any candidate that wins?
To be, I think, a good American, you have an obligation to be as supportive as possible and let them prove you wrong. Correct. And be supportive and let their actions speak. You have to open up to the possibility that maybe your preconceived notions that they were a terrible person because you get so caught up in the emotion of politics, give them the benefit of the doubt and rally behind them for a certain amount of time and let them.
Let's see how he does. Let them have their honeymoon. And by the way, I'm saying this as if it's a foregone conclusion. It's really interesting. There are these ads on these bus shelters in Manhattan showing the statistical probability of their win. from Kalshi. It's a great ad campaign. It shows Mondami at 92% or 93% and Cuomo at 8%. And they're on bus shelters everywhere and it says Kalshi Market.
And you don't even realize it's an ad. It's such a brilliant ad because it shows you don't have your screen up. It doesn't look like an ad. It's information. And what you realize is that Calci is this place that people are going to now to help predict the future.
It's the best branding campaign I've seen in a while. Oh, that's interesting. And Polymarket, Kaushin Polymarket. Yeah, I think that'll be. You know what? The only good thing I got to say, one bad thing, one good thing about that. I think he's definitely going to win. And let's just wait and see what he does. Right.
We'll see. I think that's fair. Wait and see. Wait and see. And he has a lot of good ideas. Some art is good. Some are good. Let's see. He's fresh, right? That's the key thing. And he's got people. You just watch him going around New York everywhere he goes. He's created excitement. around himself. I think he's a fantastic campaigner, and I can't wait for food-sponsored food lines. Oh, stop it. You know what? Literally, the rich people have their own version of welfare.
Every single fucking day of the week. So to give people a grocery store. Implicit in that statement is that I don't believe in a redistribution of income, which I do, but I don't think you have to be stupid about it. If you want to help young people, fine. Give them food stamps. put more money in their pockets. If you want to have lower cost of housing, give tax incentives to people who build reasonable cost housing and let the private sector take over. Rent control will just take rents up.
Well, it's rent stabilized. Freezes. That's the word we're looking for. This is the good thing and the bad thing. One, put Andrew Cuomo away. Like, he must leave. He must join some boards. Get rid of Andrew Cuomo. Nobody wants you. Nobody wants you, really. And you've done every trick in the book except appeal to voters. That's one. Two.
Curtis Slua, I would give a chop to. I think he shows of anybody in this race. He's a big winner coming out of this. Let me just say, he loves New York. Yeah, I agree. And if I were Mamdani, I would actually reach out to him because I have to say, I thought he's... kooky as can be, but he's also conducting himself with a lot of.
grace i think right he hasn't gotten out he's talked about his issues he's loves his cats that's besides the point but i think he really has made some really good points and some really crazy ones but i would i would reach out to him i just I had a very different opinion of him, and I think he's come a long way, let's just say. I agree, although I will say I really don't like spoilers in the sense that I think everyone has a bit of an obligation.
Whether he was in the race or not, I do think— But he's not a spoiler. He's the Republican candidate. Cuomo's the spoiler. That's who the spoiler is. He lost. He lost his primary and he couldn't stand. Yeah, but you're defining spoiler by party affiliation. I define spoiler by somebody who has no chance of winning and who is going to dictate the winner by virtue of the fact they're taking votes from someone else. Let me just say...
Even if he weren't in the race, I think Mondami would still be the winner. But it's very unusual, and it works both ways. The reason Bill Clinton won was because of Ross Perot. If Ross Perot had not been in the race or dropped out... bush would have won if uh if nader had not been in the race uh gore would have won so I do think that you have an obligation, if you have no chance of winning, to let people decide between the two candidates who have a chance of winning.
I don't know. Cuomo is a very— Do you think Nader should have stayed in the race? I think he should have stayed in the race. I think Cuomo just literally can't get out of the fucking— And by the way, I think it would have been a lot more competitive with— Curtis, if Cuomo had butted the fuck out, like he was the Republican candidate. Cuomo lost fair and square. He lost fair and square and he couldn't take it because he's a giant. I'm glad he would be leaving the scene.
if he loses. Anyway, we've got a lot. This will be the end. All wrong with the Democratic Party is personified in that man. Anyway, we've got a lot to, I'm sure Chris Cuomo will write me a mean note, but sorry, Chris, it's true. We've got a lot to get to today, including Netflix. exploring a bid for Warner Brothers Discovery and Elon Musk hints at
A flying Tesla demo. Oh, good God. Okay. But first, the government shutdown has now lasted more than a month. It's about to become the longest in U.S. history. The 42 million Americans who receive food stamps will only get partial payments from the governments this month. It is really...
¶ Government Shutdown and GOP Tactics
awful for them to do this. The Trump administration just told a federal judge that it would not tap additional funds for full payments. This after two federal judges ordered Trump to use emergency funds to keep the program running. Travel disruptions are also mounting with flight delays and staffing shortages at airports across the country. And as a new poll shows, most Americans blame...
President Trump and the Republicans in Congress for the ongoing shutdown. Ultimately, we're not political experts, but certainly from a business point of view, you saw the United CEO sort of shilling for the Trump. White House, which is grotesque, sir. By the way, Mr. Kirby, I happen to be a global services person, and I am unhappy with your stance. You can blame both of them if you like, but to take any side, it was really irritating.
Where are we from a business and other perspective? Well, there's the strategic side of it. The Democrats are finally winning. Strategically, they've picked a pointed, obvious issue, healthcare. They're right. It always helps to be right. The increase in premiums is just untenable for a lot of people.
And the Republican viewpoint of us, well, we'll talk about this. This is no way to run government. It's like, well, folks, you voted for something that essentially transferred money from the health care of lower middle class households. To wealthy for tax cuts. That's basically your big, beautiful view. So why should anyone trust that given the power where you already control all three houses of government, that then you're going to address this issue?
You're absolutely correct. The majority of Americans hold the GOP responsible for this. It's just almost alien. Or it's an alien feeling to see the Democrats being strategic and pointed and united. Usually there's three or four of them who've taken money from the private equity industry or something. Oh, like Christian Sinema. She turned out to be. Who peel off. Lobbying whore. So this is a big win.
far and then on a more existential level i've been running around you know midtown talking about masculinity if you think about if you think about provider and prosperity. The whole point of prosperity, the whole point is such that you can protect people. And for them to be cutting off food stamps when the money is available, well, they have reserve funds.
It's like, remember the movie with John Cusack, and they're in a massive rainstorm. They can't find a place to stay. They have no money. And the woman says to John Cusack, oh, wait, I forgot I have my parents' credit card. It's like a $29 hotel. They're going to get out of this. crazy ransom she's like and then she pauses and goes oh but I'm only supposed to use it in emergencies and he looks at her and says well it's lucky this isn't an emergency
To not use every dollar possible to ensure that 14 million American children in the most prosperous nation in the history of the world have access to food, this is an emergency. And they just come across... It's the definition of anti-American. It's the definition of anti-masculine. They're using children as human shields. They think they can shame the Democrats into saying, we're more depraved than you.
we trust, we believe that you're less depraved than us. It's like when Terrence Stamp played the nemesis of Superman and he said, I found his weakness, he being Superman. He's like, He actually cares about them. Right now, the GOP is saying, as Zod, oh, we think their weakness is they actually care about these people. And we'll use them as human shields. And even though we have the money to pay for SNAP.
for several weeks longer available to us, we think they're going to blink. We're going to use them as human shields. And I think the American public, at least according to the polls, is seeing through this. Well, I think what's interesting is the Democrats are like... We'll just show people who you are. We aren't going to save them. You need to save them. You're in charge of the government.
This is your big, beautiful deal. You run all the whole, you run the Supreme Court, you run the House, you run the Senate, you run the presidency. If you kill them, you kill them. Like, we can't stop you. I think it's actually... The thing is, will they? Because they really are a cruel bunch, right? Them just futzing around on this snap thing is so ridiculous. Just pay the snap thing. They can't lose on anything. That's their whole thing, no matter who pays the price.
They'll just look at me. Look, you know, Maya Angelou, you know, when you see someone, you know, believe it. Believe when they tell you who they are. So let's let them tell us who they are. That's who I say. Anyway, we'll see. As I told you, remember that time when that Trump person told me some of the crazies in that group want to do it 47 days for his presidency? That's what it feels like.
Anyway, I thought that was a ridiculous, stupid juvenile thing, but here we are. By the way, I really enjoyed the Gatsby party. Nice timing, President Trump. God. I know, right? Like literally, is there something like these are careless people like the metaphors just write themselves. I mean, Gavin Newsom doesn't even have to try hard on these things.
And he did a good job, actually. So let's move on. We'll see. We'll see. Do you have a prediction? What's going to move the needle? I got to think that it seems to me that the Democrats are just shockingly unified. I would think, I want to get your prediction because as you pointed out, I'm famously bad at political predictions, but I would think that Republicans will say, will come up with something that is like.
They'll claim that they're staying true to their principles but agree to some sort of... accommodation. I just, I mean, what people don't, this is bad on so many levels. They've got to pass it. They can't just say they're going to pass it. The Democrats don't believe them. Oh, no, the Democrats are going to go, yeah.
The whole trust part of the program is over. Yeah, over. There's notion somehow that the people who decided to take money out of SNAP and put it towards wealthy people's tax breaks, that all of a sudden they're going to have a change of heart. No, we're not going to be fool me once, right? I think what they'll come up with is some sort of accommodation that gives the Democrats at least some of what they want, maybe most of what they want, and they'll pretend.
to be the good guys and move on. But I think this is a rare winning issue, but people don't realize this is more than just, this is more than just, you know, kids going hungry and low-income families going hungry. There are 300,000 people in Veterans Affairs giving physical therapy and medical treatment to veterans. So we're going to leave our veterans in the cold right now? I mean...
This really is sort of a, what's the point of all this prosperity if we're going to leave people out in the cold like this? It really feels very dysfunctional. Scrooge. Scrooge. Interesting story. Now, now it's getting interesting. Netflix is actively exploring a bid for Warner Brothers Discovery Studio and streaming businesses. According to Reuters, the streamer has hired Investment Bank and I don't know this bank. Oh, yeah. They're gangsters. They're very good.
A potential offer. This is the same bank that just advised Skydance on the Paramount deal. Comcast could also be in the mix. President Mike Kavanaugh, who I think is very smart, said last week the company might consider bidding for certain Warner assets, though he noted a merger isn't necessary.
This is really interesting because then David Zasloff now has some shit going on, right? And it's not so easy for the Paramount boys and their giant money to sail in there. It creates a feeling among shareholders that maybe... especially the studio stuff is worth more apart than together it gives it gives it gives some some juice what do you think or is it all just it doesn't matter
so first off i got this wrong i said just last week that i didn't think netflix would get anywhere near this because of they have such a strong culture what i think it says is a couple things one I think this is sort of maybe an acknowledgement from Netflix that they've run out of Greenfield or running room to grow their business organically. And what you said also resonates now.
And that is there's some content here that really is singular, and they want to build a content library to kind of try and sort of catch up. It's quite a content library. Think about it, Game of Thrones. Like, it's so good.
There's a lot. Sopranos. Think what they could do with the Sopranos. They could, I mean, like so much stuff. Just like, and not just new stuff, older stuff. Oh my God. My favorite show, I don't know if you've... have your favorite show i watch for me my parents are my parents my kids my sons refuse to talk i was looking forward to the sex talk neither neither of them will ever let me talk about sex with them
They've just decided that's horrific and dad, no, we don't. We'll learn it on the street or from porn. We have no interest in talking to you about it. I think I had a sex talk with the boys. I've decided. The ultimate sex education is they have to watch all eight seasons of Game of Thrones. Oh, oh, no. Oh, 100%. It's not sex. It's got aspirational homosexual characters. It's got real love stories.
Ingrid and Jonathan Snow is one of the most gripping love stories ever. It's got really bad behavior in terms of. It's his castrations. Okay. Well, there's that. And rape. Like a lot of rape.
¶ Netflix Bids for Warner Bros. Discovery
A lot of like, okay. All right. Okay. You do your parenting. I'll do mine. But go ahead. So that's my sex ed for my sons. Right. Is Game of Thrones for eight seasons. Galloway boys, come and see me. I'll help you. Those are all Richard Plepler, you know, our pal Richard.
He just texted me the other day. But if you think about what's so interesting about HBO is with, I think, a content on budget of about $2 billion versus $18 in Netflix, the culture at HBO must be so extraordinary because they consistently punch above their weight class. First it was Bucus, then it was Plepler, and now it's Casey Bloys. Michael Fuchs, way back in the day. But my God, some of the content. Sex and the City, I think, was incredible.
Think about all the things. And even girls, the modern kind of sex in the city. I thought that was incredible. Have you seen Chernobyl? Chernobyl's incredible. Yeah, all of it. I mean, this makes a lot of sense, as I told you, for Netflix. But what it does for David Zasloff is it shows off the stuff that it's worth, like, don't let these dipshits at Paramount get everything for cheap. Don't hand it over to these guys who've already shown relatively bad behavior in terms of media.
But it's so valuable, like the studio and streaming stuff. And then you can figure out what to do with the new stuff. Just spin it all together. Give it to Versant. Someone from there was saying, let's pronounce it versant, not versant. Versant. Versant, like it's a croissant. I don't know. It doesn't make it any better. But what they're probably doing, I...
I would be shocked. I think what they're doing is the following. I think, by the way, MOLIS has established itself as one of the, is absolutely, in my opinion, the premier investment bank as it relates to media. They're outstanding at what they do. The, what I think this is. What they've probably done is they've all signed crazy NDAs. And they're, I would bet, openly communicating. Would they be doing? I think they're willing to take pieces. I can't imagine the Ellisons want all of this.
And I would imagine that Netflix wants certain things that Ellison does not want and vice versa. And this might be a club deal where they take certain stuff. And meanwhile, what you have. is a CEO who's... added so little shareholder value who's positioning them against each other to do shit like maintain his leadership role and feather his nest. The only thing I know that's going to happen here is that David Zaslav is about to become the Adam Neumann of media.
And that is make a shit ton of money for destroying a lot of shareholder value by playing these guys off of each other. By the way, Warner Brothers Discovery, there needs to be a special committee of the board looking at every deal. And Zaslav is there to wave his hands and get them excited. He should not be negotiating this deal. Because the one thing we know about Zaslav...
is he will extract a great deal of shareholder money and put it in his pocket as opposed to shareholders. If he gets a lot of money for it, I guess that'll be worth it to them. But it is interesting that now there's some activity. And again, as we say, guys, get in here. There's some very...
valuable things don't let the nepo baby get everything there's stuff that's real and also for comcast too same thing same thing same same and there's ways to do this anyway uh i just i just like to see a fight fight fight fight um all right scott let's go on a quick break when we come back, Apple and Amazon earnings. Support for the show comes from NetSuite by Oracle.
In ancient Rome, the priests would predict the future by watching the patterns of birds and looking for auspicious signs from the gods. Unfortunately, today, when we plan for the future, there are a lot more variables to consider than bird patterns. If you're looking to plan for the future for your business, Thank you.
and more into one fluid platform. One unified business management suite gives you the visibility and control you need to make quick decisions. With real-time insights and forecasting, you're peering into the future with actionable data. When you're closing the books in days, not weeks, you're spending less time looking backwards and more time on what's next. Whether your company is earning millions or even hundreds of millions, NetSuite Thanks for listening.
That's netsuite.com slash pivot. That's netsuite.com slash pivot. Support for this show comes from Delete Me. Delete.me makes it easy, quick, and safe to remove your personal data online at a time when surveillance and data breaches are common enough to make everyone vulnerable.
Delete.me does all the hard work of wiping you and your family's personal information from data broker websites. How does it work? You can sign up and provide Delete.me with exactly what information you want to lead and their experts take it from there. And it's not a one-time thing. DeleteMe can constantly monitor and remove personal information you don't want on the internet.
I've used EliteMe many times and for a while, and I have to say, it's really helpful about removing things. I just recently looked at the dashboard and found there were all kinds of things that I thought were gone from the internet that are not. There's also a lot of incorrect data all masked together.
a wide variety of things that shouldn't be mixed together because it's really dangerous for your privacy. CY Wirecutter named DeleteMe their top pick for data removal services. You can take control of your data and keep your private life private by signing up for DeleteMe.
Now at a special discount for our listeners. Get 20% off your Delete Me plan when you go to joindeleteme.com slash pivot and use the promo code pivot at checkout. The only way to get 20% off is to go to joindeleteme.com slash pivot and enter the code pivot at checkout. That's joindeleteme.com slash pivot code pivot. Support for this show comes from Smartsheet. Look, everyone wants to go faster.
Whether you're stuck in line standing at the DMV or you've got a huge to-do list at work that doesn't seem to go away. But usually when things are rushed, mistakes tend to follow. That's where Smartsheet steps in. They can get you the speed you need and the productivity to go alongside it. Smartsheet is the intelligent work management platform that embeds AI-powered execution to drive the velocity of work.
With their AI-first capabilities, you can make work management your superpower, getting personalized insights, automatically creating tailored solutions, and streamlining workflows to elevate your work. This intelligence layer unites people, processes, and data, helping you tackle any work management challenge. Plus, Smartsheet AI turns intent into guided workflows and smarter outcomes by generating tailored solutions and personalized insights through intelligent AI assistance.
The result is an environment where humans plus AI work collectively to anticipate needs, remove barriers, and enable greater impact so you can move faster, think bigger, and drive greater business growth. Visit smartsheet.com slash Vox.
¶ Tech Earnings: Apple and Amazon AI
Scott, we're back and we've got more earnings to discuss. Let's start with Apple. The surge in iPhone sales, surprise, gave Apple a big boost this past quarter, sending total revenue up $102 billion, up 8% from last year. Wow, that's a lot. It went to 102, up 8%. But it was a mixed bag for other parts of the business. iPad and wearable sales were flat, and sales in China fell about 3.6%. That's not a surprise. Although they don't have really sexy, the watches weren't that big.
jump i didn't get a new one and i usually do uh capex uh came in at $12 billion for the year, up 35% from last year and expected to grow, but it's still pretty low compared to what the rest of big tech is spending on AI. They seem rather frugal comparatively, but the others are... you know, spending like the proverbial drunken sailors. And speaking of what other big tech...
companies are spending. Let's talk also about Amazon. CapEx continues to surge with more than $34 billion spent in the last quarter and a full year total expected to be to top $125. billion. AI spending seems to be paying off. Amazon Web Services revenue jumped 20% from last year. It's fastest pace since 2022.
Overall, it was a strong quarter for Amazon with $180 billion in revenue and sales up 13% year over year. And by the way, OpenAI just signed a $38 billion computing deal with AWS, another one, one of these, and its first contract with Amazon. So talk a little bit.
about um this and how these companies can usually succeed in spite of tariffs obviously aren't affected by them well amazon might be a little bit and trump chaos in general i think it plays on apple too yeah although they've gotten some exemptions it's not clear what what You know, that gift, whatever it was. The golden calf, as I like to call it. Go ahead. Yeah. Who knows what the tariffs are going to be on Apple. Apple, I would describe Apple's.
earnings is unremarkable, but stronger than people expected. I think Apple's the most expensive of those stocks right now. I'm actually thinking about selling my Apple stock, which I've owned for 15 years. Just because they're growing single digits, but they're trading like a growth stock. But I always buy the new iPhone. I find the new operating system to be a bit cumbersome. Me too. But the battery life is great. And also iPhone sales, we don't know how much of it was.
front-loading because of tariff scares, but the company continues to do well. They have been sort of a sleeper on AI. We'll see if they come through and do anything. I think that Apple, I mean, what Apple has done... that will go down in the history books and they continue to do, is that...
what they have pulled out the iphone is the most successful product in history if you just look at the amount of gross margin or gross dollar margin that's been created and the analogy i always use is that imagine an automobile company had the margins of Ferrari with the production volumes of Toyota. This is sort of an anomaly in marketing. Typically, you go one of two ways. You go for the mass product that's a lower price.
or you go for a niche lower volume product that's more expensive. The iPhone is the most expensive phone on the market, but also the largest volume seller. You're never able to pull that off. And they continue to sell more and more of these. these iphones it doesn't look like we keep predicting it's going to be spatial computing that there's something else doesn't appear it appears that they're stronger than ever amazon which again is my big tech stock pick for 26.
Beat on bottom and top lines, up 13%, good AWS growth. By the way, sent the stock up 13% after hours. AWS reported 20% growth versus a whisper of 19. Their kind of AWS performance pushed back on the overhang here and that the overhang or the cloud over their cloud offering is that it's behind an AI. Their cloud growth hit its fast.
this pace in three years. And Amazon added 3.8 gigawatts of new power capacity more than any other cloud provider. So they're going further downstream and giving the market more comfort that they have the power to actually do this shit. It opened something called Project... Rainier, an $11 billion AI data center built to run anthropic models, which is part...
of a partnership that will see Anthropic using 1 million Tranium-2 chips by the end of 2025. Yeah, that's their big partner. That's Anthropic's big partner. Well, and get used to this term Tranium-2 because I had never heard this term. Tranium-2. is Amazon's in-house AI chip that has become a multi-billion dollar business growing 150%, not year on year.
quarter on quarter. So now Amazon is in kind of the niche NVIDIA business. Let me just tell you, you think they all want to depend on NVIDIA? No, no. Oh, they're all trying to figure out a chip. He's got a limited... And Amazon raised its 2025 CapEx forecast to $125 billion, signaling that AI demand is still accelerating. And by the way, you brought up a key component, and that is as a percentage of their top-line revenue. Apple is dramatically an underspender in CapEx.
So are they riding on the rails? They're riding on the rails because you see AI throughout the phone. I'll tell you, in this new system, it's always answering AI-like questions. Although, you know, whether you're using another app. Every app has it in it. It just is using other people's AI. They're at a different point in the life cycle. And that is Apple. Here's the problem. When shareholders get used to profits, it's like their lips get around the crack pipe of profit. And you take the.
crack pipe away they get very angry and basically apple i don't say it's a it's a financial engineering company but basically their share buybacks they've bought back like a third or a half of their stock And the way their stock keeps going up is they're a cash generation machine, and they use that to buy back stock.
So if a company, whereas with Meta and Amazon, people were sort of have a very recent memory of extraordinary CapEx and doesn't punish Amazon to the same extent if they reduce their profitability. Put another way, Apple acts and behaves and has shareholder expectations that it's more of a mature company, whereas the other three are still seen more as growth companies and their shareholder base has a greater tolerance.
for a greater tolerance for investment. So for example, you mentioned Jeff Bukas. The reason Jeff Buick has sold at the top of the market and convinced his board we should sell to these drunken fools at AT&T if they're willing to pay this money, because if you want me to compete with Netflix,
I've got to go from being very profitable to very unprofitable. And our shareholder base didn't sign up for that. And there's going to be a revolt and this thing's going to sell off like crazy. So in addition, I'm just blown away. by Amazon's push in automation. If not for a one-time FTC charge and severance costs, operating margins would have hit 12%, which is a record high. And again, the piece of the earnings call that just...
blew my mind. In the retail unit, they are predicting by 2032 or 2033, in seven to eight years, they have put this out there. We can double the revenue of the second largest retailer by gross dollar volume in history just behind Walmart with no additional people. Automation.
Automation. You know, by the way, they're way behind China, just so you know. Just like you've seen some of this automation stuff happening. I think, and I've said this over and over, and I wish you would focus on it, is everyone's focused on AI. I focus on robots and automation.
Like that to me is where these leaps and bounds are happening in ways that really truly do save money in a different way. I think AI combined with automation and having just been in Korea and seeing some of this, it's really quite astonishing. savings in so many ways and how far this automation has gone. I think AI is doing the fan dance, but automation is something people should be paying attention to.
¶ US-China Chip Conflict
And Amazon has always been forefront when they bought Kiva. It really made me sit up and take notice at the time. That was many, many years ago. All right. Also, President Trump says that NVIDIA's most powerful AI chips, the Blackwell series, are staying in America. Trump told 60 Minutes that China and possibly other countries wouldn't be allowed to buy them, basically keeping America's AI technology at home.
Trump did leave the door open for China to buy less advanced NVIDIA chips, which they are apparently, but not the top tier stuff. This came just days after he met with Chinese President Xi Jinping in South Korea, where Trump said the chip issue didn't actually come up in conversation. So this is the result of all the Trump glossing of Jensen Huang. I was a little confused by this statement. But I guess they're not going to be able to sell them.
There's a very interesting debate taking place in the dynamics around global trade, and that is we sequester or embargo our chips from being shipped, our best chips being shipped to China. Should we not be letting China create parity in terms of the most sophisticated brains to power weapons, media? Or was that just motivation for them to do a workaround, right?
And by the way, I don't feel like I have an answer on that. I think it's a really interesting argument. Let them steal our stuff and do a workaround. I think that's the... Well, that's right. You create incentive for them to call on their operatives. And by the way, I think what's interesting is I was speaking to someone who was in our intelligence apparatus and he's like, do you realize no spy ever thinks they're doing anything wrong?
If you're a Chinese national and you're given an unbelievable opportunity to come study in the U.S. and they get you a job at Google from someone they know who shall remain nameless and they start asking for your advisory and your help on stuff, you don't feel like a spy. You don't feel like you're spying for the U.S. And there are Chinese operatives everywhere. There are Chinese soft assets everywhere.
And their playbook is okay. If Siemens, if you're not going to sell these cell towers because you see strategic initiative in it, I remember that was the case, we'll figure out a way to reverse engineer them, get some key critical IP, copy it, and sell it back to you for 40 cents on the dollar, which...
your telco operators are going to love. So would we be better off capturing all that shareholder value and saying, okay, we'll sell you these GPU hoppers? I don't know the answer to that. I think it's a real conundrum. What I'm increasingly convinced of... And when this is our prediction a couple of weeks ago, I think if China really wanted to go for our heart and lungs and really like go for the jugular, they would be spending a lot of money and coordinating an effort to dump.
The U.S. steel industry, essentially the Chinese were accused of dumping, and that was, okay, we have all these steel plants in mainland China. We're going to dump steel into the US, meaning we're going to price it below production costs.
We're going to put every U.S. steel company out of business and we're going to consolidate the market and then we'll raise prices. And by the way, a lot of big tech companies are accused of that. Amazon was accused essentially of dumping retail, pricing it below their costs. No retailer could keep up. Boom, they own 50%. of all e-commerce, and what do you know? They have slowly but surely raised their prices, right? I believe that China, the CCP, the key gangster move for them would be to dump
AI would be to dump LLMs. And that is create a series of LLMs and maybe chips and even new technologies, open source, open weight. dump it into the U.S. market, and basically ruin Sam Altman's fever dreams of having a trillion-dollar IPO when every college kid starts using this new LLM or AI that is free.
They can download in a second, or big enterprises start signing up for enterprise licenses, or they say, we have a new... a new llm and a new ai technology that's not going to require you to build a bunch of nuclear power plants if i were she i'd be like okay we're not gonna we're not gonna go after them with kinetically or economically what we're going to do
is we're just going to engage in AI dumping because it is so striking. Do you realize if it wasn't for AI right now, the market would be flat? Yeah, you've said, and this is what's, you made the thing that Amanda still brings up, which is Trump would be in a lot more trouble if AI hadn't been boosting. We'd be in recession. GDP growth would be. Zero to negative right now if it wasn't for AI and the promise of AI. And all you need to do is pop that balloon and say, guess what?
We're going to Old Navy your ass. We're going to offer 80% of your expensive LLMs and expensive technology, and we're going to do it for not 50% of the price. for 0% of the price. And the thing about China is that the CCP can do this. They run their companies for control, not for profit.
But I think there's real existential threats here from China around AI. Well, we'll see. If they do it, we're going to blame you, Scott Galloway. There you go. Happy birthday. Well, we'll see what happens here. But you're right. You're right. This is all an AI party.
that we're all living in, and we'll see if that sustains itself. All right, Scott, although if you're a doomsayer, the problem with the AI people is you have one normal critical thing to say, and they're like, you're a doomsayer, and you're like, no, I just am a... reasonable person that wonders that everything isn't going up and to the right. And speaking of which, let's go on a quick break. When we come back, Elon says flying cars are coming soon. Sure.
Support for Pivot comes from LinkedIn Jobs. As a small business owner, your work hours aren't dictated by the hands on a clock. Your business is on your mind 24 hours a day, seven days a week. So when you're hiring, you need a partner that works just as hard as you do. That hiring partner is LinkedIn Jobs. When you clock out, LinkedIn clocks in by making it easy to post your job, share it with your network, and qualified candidates that you can manage all in one place. Thank you. Thank you.
At the end of the day, LinkedIn wants you to feel confident that you're getting the best because the most important thing to your small business is the quality of candidates. And based on LinkedIn data, 72% of small business owners using LinkedIn say that the platform helps them find high quality candidates.
Plus, you can let your network know you're hiring by adding the hashtag hiring frame to your profile picture to get two times more qualified candidates. Find out why more than 2.5 million small businesses use LinkedIn for hiring today. Find your next great hire on LinkedIn. Post your job for free at LinkedIn.com slash pivot. That's LinkedIn.com slash pivot to post your job for free. Terms and conditions apply.
Support for this show comes from Built Rewards. Nobody wants to pay rent, but if you have to, Built makes it worth it. Built is revolutionizing how millions think about paying rent by rewarding their members with points and exclusive benefits around their neighborhood every single month. By paying rent through Built, they say you can earn flexible points that can be redeemed towards hundreds of hotels and airlines.
a future rent payment, your next Lyft ride, and more. But your home isn't just where you sleep. It's your community, and Built wants to make your entire neighborhood more rewarding. So with Built, you can dine out at your favorite local restaurants and earn additional points, get VIP treatment at certain fitness studios,
and enjoy exclusive experiences just for Bilt members every month. And when you're ready to travel, they say Bilt points can be converted to miles or hotel points all around the world. You can earn points on rent and around your neighborhood, wherever you call home, by going to joinbilt.com. Support for the show comes from... hype drive i've spent plenty of hours speaking to entrepreneurs and the one issue that always seems to pop up
They struggle with their sales process. It's all too common to jump between back and forth emails, scattered notes, and forgotten follow-ups, and spending more time chasing paperwork than actually closing. That's where Pipedrive comes in.
Pipedrive is a top-rated CRM tool for small to medium businesses. With Pipedrive, sales teams are equipped to close deals at a much faster rate. The visual sales pipeline shows you where every deal is, what stage it's in, and what needs to happen next, all in one dashboard. Plus,
Pipedrive lets you automate your follow-ups so no leads slip through the cracks, and its AI features can analyze your sales process to take your business to the next level. It's a powerful yet simple CRM built by salespeople for salespeople. Join the over 100,000 companies already using Pipedrive. Right now, when you use my link, you'll get a 30-day free trial. No credit card or payment needed. Just head to Pipedrive.com slash pivot to get started. That's Pipedrive.com slash pivot.
and you can be up and running in minutes.
¶ Elon Musk's Flying Car Deceptions
Scott, we're back. Elon Musk is talking about the Tesla Roadster again. Remember the sports car he's been promising for about eight years? That's, you know, when we were supposed to land on Mars and before that we were supposed to get full autonomous.
none of which has happened. He told Joe Rogan that Tesla is hoping to finally unveil it before the end of this year and hinted that it might be able to fly. He can't even deliver the car, but this is what he said. Let's listen to what he said about it. Like, this is some crazy, crazy technology we've got in this car. Crazy technology. Crazy, crazy. So, different than what was previously announced? Yes.
And is that why you haven't released it yet? Because you keep fucking with it? It has crazy technology. Okay. Is it even a car? I'm not sure. It looks like a car. Let's just put it this way. It's crazier than anything James Bond. If you took all the James Bond cars and combined them, it's crazier than that. He seems crazy. As always, he's making this up. I'm sorry. This is crazy to listen to him. And Joe Rogan, I don't mind Joe Rogan and his dumb incredulity, but God.
Can you ask a question like, hey, you haven't come out with it? Comments came right after Sam Altman posted, who is Musk's archenemy, posted he tried to cancel his roster reservation from 2018, saying, look, I get delays happen, but seven and a half. years is a bit much. Musk's got that huge shareholder vote coming this week about his trillion-dollar compensation package, so he's on the road talking to incredulous people like Joe Rogan. I mean...
Just deliver the fucking car, dude. Like, it doesn't have to fly. Like, this is just nonsense. This is another one of his promises that promises made, promises broken, essentially. I don't know. What do you think? Well, okay, so let's just look at the data. It's been 2,400 days since Elon said there would be 1 million Tesla robotaxis within the year. Oh, yeah, those, yeah. I forgot. It's been 3,100 days since he said all superchargers were being converted to solar.
300 days since Tesla started charging customers for self-driving software that he said would be able to drive from LA to New York City autonomously by the end of 2017. That still hasn't happened eight years later. It's been 1,100 days since he predicted that under his leadership, Twitter could reach a billion monthly users. It's been 1,700 days since he announced that he'd be uploading a full self-driving button to Tesla's. This is no different. I love your data.
I love Scott brings the data. Because you're a man, that's why. Notes on being a man, bring the data. Swinging on those vines of data. Look, this is no different. Okay, so. Trump will say and do anything to create a distraction from Epstein. Musk will say and promise anything to distract from the fact
This is a fucking car company that should be worth 90% less than what it's worth right now. The Reboven. Did you see that chart I sent you? 312 times earnings compared to like Apple at 30 or whatever. It's crazy. No, it's become a meme stock. And by the way, this is not financial, but don't short this thing. It could, who knows? They'd be crazy, yeah. But I remember that. I think it was The Spy Who Loved Me. They had this amazing car. Boncar. So I'm...
I'm fascinated by AV. That went into space? The one that went into space? They didn't have a car that went into space. They've had a flying car and the man with the golden gun, and then they had a car that went underwater. Underwater one, yeah. Oh, I think that was the spiral of me, but I forget. Anyways. I know a little bit about aviation. It's what fascinated me. I'm an investor in two aviation companies, a company called Boom Technologies, which is trying to create the first.
commercial supersonic plane since the Concorde, and I'm an investor in vertical aerospace in Europe, which is trying to create this. A VLO. It's basically like a drone that carries people. Yeah, vertical lift and takeoff. Exactly. It's a super hot space. Joby and Archer are the two US leaders, and Vertical Aerospace is the European leader. I know.
How much time, capital, and more than anything else, regulation is involved in producing. Oh, man. One of those falls on like a Christmas tree. One of the great unlocks in our economy is that the FAA has basically said. We're going to certify these things to like four or five sigma, meaning that, okay, there's going to be 10,000 crash fatality or automobile accidents. America has been normalized by that.
We have to get people so comfortable with this unnatural act of flying across the surface of the atmosphere at seven-tenths the speed of sound in a metal tube with recirculated oxygen, which quite frankly feels very unnatural.
So we've got to make it. Oh, thanks. I'm about to get on a plane. Go ahead. We've got, pardon? I'm about to get on a plane tomorrow morning, but go ahead. Yeah, but the reason why people don't just fucking freak out and refuse to fly is that it's the safest form of travel ever invented. I mean, it's just, we used to have to eat our nieces and nephews to get across the Rockies. Now it takes us a couple hours and we get peanuts and a ginger ale and...
No matter how neurotic you are, you try to let your data take over and realize the drive to the airport was about 30 times more dangerous than actually the plane ride. But my point is the certification. To get a flying vehicle. This is all just fucking nonsense. This is nothing but don't look at Jeffrey Epstein. Don't talk about Jeffrey Epstein. And don't dare.
You refer to my company as just a great automobile company that should be trading at an $80 billion market cap, not a $1.4 trillion market cap. This is continued jazz hands and distraction. Nobody does it better than this guy. Yeah, he's like P.T. Barnum, but except he doesn't provide a circus. He's very good at this. And so immediately...
I got caught up. It piqued my interest. And I forwarded it to the guys at Vertical Aerospace. And they came back and said, yeah, they'll show a video of this thing hovering 15 feet off the ground. It takes, I'm not exaggerating, it takes 10 years. and billions.
to get any new aircraft into the air where you can take passengers in it? Oh, are you kidding? He can't even get the robo-taxis going that well. Waymo is running right over him. And the same thing with these. You're right. He will release some photograph. He doesn't have a roadster. He announced a roadster. No.
2018, and Sam Altman keeps posting screenshots of his $50,000 deposit waiting for his Roadster to show up. Yeah, he's asked for it back. But, I mean, it's just ridiculous. It's not going to fly. And by the way, other people have been working on it. People don't know, like Larry Page was invested in one of those flying cars. I don't doubt someday there'll be a hovercrafty kind of car. Not after we're long dead, but...
There'll be a hovercraft type of car, but it's not going to be widespread until long after. You, me, and Elon have left this planet, and not in the good way. This is just nonsense. And he's just doing it because he's on his little tour to show that he's like the master inventor. And deserves a trillion dollar compensation. I got to distract. It's just he's not the master inventor anymore, folks. He's just not. He should. He could have done a lot more and said he's wasted his time on.
whatever the fuck he's doing. And this is just more nonsense. I think that's a little bit unfair. I think SpaceX is extraordinary. And I do think Starlink's... Well, great for Gwen Shotwell, then. I give her all the credit. Well, but he harder. You've got to give him some credit. Oh, fine. Whatever. Greatness is in the agency of others, and he managed...
That's great, but he's had enough credit for her work. I just feel like it's her now at this point. Well, and I get credit for your work. I show up and press record, and you've done most of the hard work. Ah, that's not true. You've more than... leveled up, let's just say. Thank you for that. He has not. He has not. Anyway, I know you're kind to him, but this is just, doing this kind of stuff means... I wouldn't describe myself as kind to Elon Musk, but...
I know that, but what I'm saying, doing this kind of stuff tells me everything, which is like, it's crazy. Can't tell you. Ooh, shit. And then Joe Rogan. I mean, it's literally like the biggest cocktease in the world that's not that attractive. It's like, okay, come on. It's like, oh, you haven't delivered to us, not because you're incompetent, but because there's more. Wait, mRNA vaccines all to your DNA? Huh, that's super interesting. No one's talking about it. No one's talking about it.
Anyway, whatever. I don't have a problem with Joe Rogan being as incredulous as he is. That's his brand. Anyway, one more quick break. We'll be back for wins and fails. Support for the show comes from Apple.
Before it was Pivot, it was just an idea. And the place where my ideas could take flight was always on my Mac. I've been using a Mac for everything since I started using computers. And of course, an iPhone. I got one of the first ones. You know, I use my Mac all the time when I'm doing podcasts. especially when I was traveling, but I used it in the very beginning of doing podcasts when I did remote stuff.
No matter what you have an idea for, whether it's an innovative piece of tech, a groundbreaking policy, or a short story concept you can't get out of your head, go for it. You just need to get started. Great ideas start on Mac. Find yours at apple.com slash Mac. Support for this show comes from Grammarly. Most tasks require some sort of collaboration. The solo genius often has a team behind them to reach new heights. But collaboration takes communication and communication takes time.
which means you need to find a solution that can save you time crafting emails, sharing notes, and editing your team presentations. Enter Grammarly, the one-stop shop to help supercharge your workflow process so you can work efficiently and effectively.
Grammarly is an AI-powered writing assistant that helps users improve their grammar, spelling, punctuation, and style across various platforms. And because they're so committed to expediting workflow, they've added a new member to their team. Say hello to Superhuman. Superhuman is the
the AI productivity suite that gives you superpowers everywhere you work. With the intelligence of Grammarly, Mail and Coda built in, you can get things done faster and collaborate seamlessly. Finally, AI that works where you work, however you work. Superhuman makes sure that you stand out. No learning curve, just simple and easy to use. Get AI that works where you work. Unlock your superhuman potential. Learn more at superhuman.com slash podcast.
That's superhuman.com slash podcast. Nobody knows your customers better than your team, so give them the power to make standout content with Adobe Express. Brand kits make following design rules a breeze and Adobe quality templates make it easy to create pro looking flyers, social posts, presentations, and more. You don't have to be a designer to edit campaigns, resize ads, and translate content. Anyone can in a click.
and collaboration tools put feedback right where you need it. See how you can turn your team into a content machine with Adobe Express, a quick and easy app to create on-brand content. Learn more at adobe.com slash express slash business.
¶ Wins and Fails: Politics and Personal
Okay, Scott, let's hear some wins and fails. You go first. So while we were sleeping, Amazon struck a deal with OpenAI. Their cloud arm signed a $38 billion deal with open AI. Yeah, we mentioned that, yeah. And it matters because if you control the infrastructure and AI models, you sort of set the terms. So again, I think Amazon is on a roll here and about to bust out. My fail is pretty straightforward. Stop using children as human shields. And this is just not...
You know, the most critical thing, regardless of what you, and I apologize for bringing this up, the most critical thing you could say of Hamas was that they were using children as human shields. Whether you believe that's true or not, that is the worst insult you could make. I would agree with you on that.
That was the worst insult you could make of anybody. And I think the Republicans are in a position to utilize and unlock emergency funds such that 14 million children have food. And instead, they've said no. because they care more about kids than we do, and it'll put pressure on them. This is depraved.
It is the exact opposite of what it means to be a representative leader. It's the exact opposite of what it means to pretend to be masculine or a man or a leader. And by the way, I want to be clear, masculinity comes from men and women. It's also... I won't get into gender, but it's just so embarrassing that the world's most prosperous country has decided to engage in political warfare and use children as human shields.
Also, some of the misinformation about what people can buy on Snap, they're quite strict. Hairweaves and extensions. Oh my God, stop it. You can't even buy like a roasted chicken. I don't think you can buy alcohol, can you?
I go to the store, I see what's the snapshot. That's where I get my calories is from Modelo's. Yes, you can't. Like every congressman that does that, I literally want to reach to the TV and throttle them. It's not true. It's not popsicles and hair weaves, folks, which is also a version of race.
like the words they're using are so ridiculous. There's a lot of this stuff in red states, white people, poor people. There's all kinds of poor people in this country that are going to suffer, and they're not going to eat. That's really what they're not going to do. And so the fact that it has to be made up for by charities and people around the country when our government, we've paid into our government to pay for things like this, and it's worthwhile.
It's not being abused by people. And meanwhile, they have a Gatsby thing. Oh, it just drives me crazy. You're 100% right. Do you have any wins and fails, Kara? Yes, I do. My fail was the interview on 60 Minutes. It was a really disappointing interview of Trump. He lied. Listen, it was good for him. He just lied continually, and they didn't catch him. I was dying. I like Norah O'Donnell.
I think she's very smart. I thought she did a very tough interview with Kamala Harris. I wish that Nora O'Donnell had shown up. I wish Chris Wallace was there. I wish Brett Baer was there. He did a pretty tough interview. What happened to Chris Wallace? Chris, where are you? Chris, he's working. He's actually advising Paramount, oddly enough. I wish he had done the interview, honestly. He did a really tough interview on Trump.
Bear, too. Brett Bear did a pretty tough one, too. And I don't often think that's the case with Brett Bear. I have newfound—I told you I went to that Master of the Universe weekend, and Brett did a bunch of panels. I think he is a very talented journalist. I did know him. I was very impressed by him. He's a very nice guy. He's my mother's favorite to Fox.
news personality. Oh, really? Yes, indeed. She loves Bear Bear. He looks like the high school college football star that got a 1400 on the SAT. Oh, does he? Yeah. He looks like a scholar athlete.
He likes to sing. That's all I know. He sings with John Warner. He likes to sing? He sings with Warner, Mark Warner. The two of them sing together. It's weird. Senator Warner likes to sing? Yes, I was at a party and the two of them broke out and I literally was like, I have to leave Washington. I love Senator Warner. I was like, I have to leave Washington. I love Senator. If I could have anyone be president right now.
And installed, and it wouldn't cause revolution because the right doesn't think he's crazy left. It would be Senator Mark Warren. Yeah, yeah. He's a great guy. I had dinner with him recently. You always have to one-up me. I'm just telling you, I did. He likes you. He talks about you.
all the time he's like how's Scott how's Scott you know I like him too anyway he and Brett Baer sang a delightful duet at a party I was at once and it was quite anyway I thought it was a failure of an interview and I it was embarrassing actually for 60 minutes like get some better questions. I think Nora certainly could have handled it.
didn't in this case, and let Trump go on and on and on. I liked her episode with Peter Atia where we got to see how long she could do a free hang. She's in good shape. Anyway, my win, of course, is Scott Galloway.
Let's get to the top of the best. You've been so supportive. I have. What is wrong with you? Why wouldn't I be? Would you not be supportive? No, I literally think you're missing having boys around. You've been like this supportive, loving person. No, I have plenty of children to support. My children are very demanding in many ways.
It's embarrassing. I do not take compliments well. I know. You don't. Just take it. Happy birthday, first of all. I know you don't like it, but I'm happy it's your birthday. I'm glad you're still here. It hurts. Let's just say. Don't worry. I will feed you soft foods. When you get 92, I'll be feeding you soft foods. Don't worry. We're going to be like, do you know those guys from Veep at the end when they're showing them later in life? Yeah.
And that guy is so foul and rude to his intern. And his... And then he's pushing his intern around in a wheelchair and just insulting him. Yes, yes, exactly. That's going to be you pushing me around. Yes, I am going to do that. Anyway, I hope you get to the top of the list. I'm very excited for a tour that's coming up. And we want to hear from you. Send us your questions.
about business tech or whatever's on your mind, go to nymag.com slash pivot to submit a question for the show or call 855-51-PIVOT. Speaking of Scott Galloway, elsewhere in the Kara and Scott universe, on the latest episode of On with Kara Swisher, I spoke with someone named Scott Galloway about
about his new book, Notes on Being a Man. Here we go. Not enough Scott. We don't have enough Scott here. I know. We don't. We have our show. We can use it to talk about ourselves and our work. It's a very good book. Anyway, you talked very candidly about your father like you did on The View. I don't think you weeped, but let's listen to a clip. For 10 years, the last...
20 years of his life, whenever we talk on the phone, he'd say, I love you. And it took me 10 years to say it back because it just felt awkward. I'm like, dad, I could have used this at eight. I need it at 38. Right. But let me put it this way. At a very basic level, Kara, he tried. He was better to me than his father was to me. And also, I have made an exceptional living communicating.
I got that from my father. My father could hold a room like no person, and I have to acknowledge, and just because he didn't try, he didn't give it to me on a silver platter, there's no reason you can't be grateful.
That was a very nice thing. I asked you what good thing, because you talked a lot about the deficits that you face, but I thought it was important to point out the good things. Well, this is going to be shocking to our viewers. You're actually a decent kind of mediocre, maybe good interviewer. You're actually okay. You're getting there.
I heard people tell me that. I've been told. Yeah, thank you. Thank you. It was a good interview. And you're going to see a lot of Scott, but that's the one you should pay attention to. Anyway, that's the show. Thanks for listening to Pivot. And be sure to like and subscribe to our YouTube channel. We'll be back on Friday, our last show before our week-long series of shows. We're going to run out of things to talk about. We're going to be coming there in Elon's flying car, obviously.
and maybe we will have the RoboVan in one place or something like that. Anyway, Scott, read us out. Today's show is produced by Lauren Amon, Zoe Marcus-Taylor Griffin, and Christine Driscoll. Aaliyah Jackson engineered this episode. Jim Mackle edited the video. Thanks also to Jaburoz, Ms. Severo, Dan Shalon, and Kate Gallagher. Nishak Karaz, Vox Media's executive producer of podcasts. Make sure to follow Pivot on your favorite podcast platform.
Thanks for listening to Pivot from New York Magazine and Vox Media. You can subscribe to the magazine at nymag.com slash pod. We'll be back later this week for another breakdown of all things tech and business.