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Elon Musk’s Flying Car Tease is Just Another Distraction | Pivot

Kara and Scott discuss the ongoing government shutdown, and who's really paying the price. Then, Netflix is reportedly exploring a bid for Warner Bros. Discovery.

Kara SwisherhostScott GallowayhostElon Muskguest
Nov 4, 20251h 0mWatch on YouTube

Summaries, chapters, transcripts, and FAQs on this page are made by uListen, not YouTube.

Transcript

0:00 – 12:35

Intro

Kara Swisher 0:00 This is just nonsense, and he's just doing it 'cause he's on his little tour to show that he's, like, the master inventor and deserves a trillion-dollar compensation pay. It's just... He's not the master inventor anymore, folks. He's just not. (instrumental music) Hi, everyone. This is Pivot from New York Magazine and the Vox Media Podcast Network. I'm Kara Swisher, and now I must sing to Scott Galloway on his birthday.

Scott Galloway 0:28 Oh, no.

Kara Swisher 0:29 Yes. Yes, yes.

Scott Galloway 0:30 No. It's okay. Okay.

Kara Swisher 0:31 Now. << Happy birthday to you. >>

Scott Galloway 0:35 (sighs)

Kara Swisher 0:35 << You live in a zoo. >>

Scott Galloway 0:38 (exhales slowly)

Kara Swisher 0:38 << You look like a monkey 'cause you're wearing a monkey suit, and you act like one too. >>

Scott Galloway 0:45 When did we get so old, Kara? What happened?

Kara Swisher 0:46 I don't know, Scott. You look good though. You have a suit on 'cause I, I understand you went on many, much television today.

Scott Galloway 0:53 I was on Morning Joe-

Kara Swisher 0:55 Yeah.

Scott Galloway 0:55 ... then the Today Show-

Kara Swisher 0:57 Yeah.

Scott Galloway 0:57 ... and I just got back from The View, where I... Basically, they asked me about my father (laughs) and I started crying-

Kara Swisher 1:03 Oh, that's perfect.

Scott Galloway 1:03 ... in front of an audience.

Kara Swisher 1:04 Oh, that's... With all the ladies, right?

Scott Galloway 1:06 Yeah.

Kara Swisher 1:07 Yeah.

Scott Galloway 1:08 God.

Kara Swisher 1:08 Savannah Guthrie wrote me a lovely note. She said, "Scott Galloway for president."

Scott Galloway 1:12 Oh, she loves you.

Kara Swisher 1:14 She loves you.

Scott Galloway 1:14 Um, yeah, I was on with her and Craig.

Kara Swisher 1:18 Craig? Handsome Craig?

Scott Galloway 1:19 Um, yeah, handsome Craig, and Sheila's-

Kara Swisher 1:21 Handsome Savannah too.

Scott Galloway 1:22 ... great. Yeah. She's, um-

Kara Swisher 1:24 She's a nice person. She's a real-

Scott Galloway 1:25 Yeah. She's, she seems, actually... She's a real woman of faith, and I like-

Kara Swisher 1:29 She is.

Scott Galloway 1:29 ... the way she positions her faith. I think that's really-

Kara Swisher 1:32 Yeah. Sh- I interviewed her about that, uh, when her book came out.

Scott Galloway 1:34 I remember that, yeah.

Kara Swisher 1:35 Mm-hmm.

Scott Galloway 1:35 But this... I'm a total media whore this morning. I'm, I'm-

Kara Swisher 1:38 Yeah.

Scott Galloway 1:38 ... absolutely everywhere.

Kara Swisher 1:39 Yeah. So, that's good though.

Scott Galloway 1:41 Whereas usually I'm just a whore. (laughs)

Kara Swisher 1:43 You're just a whore. You can't hear us.

Scott Galloway 1:43 Just a hoe.

Kara Swisher 1:44 How was Morning Joe?

Scott Galloway 1:45 Just a giant hoe.

Kara Swisher 1:46 How was Morning Joe? Did you, did you flirt-

Scott Galloway 1:48 Uh, like-

Kara Swisher 1:49 ... with the two of them?

Scott Galloway 1:50 I... Well, they were remote. I guess they're down in Florida or somewhere.

Kara Swisher 1:54 Oh, they just don't leave their home now. Okay.

Scott Galloway 1:55 Yeah. They don't leave their-

Kara Swisher 1:56 That's really good.

Scott Galloway 1:56 They get... They roll out of bed and roll in.

Kara Swisher 1:58 Yeah. Yeah.

Scott Galloway 1:58 But you know what? They've always been... You know how some shows, you know they just want you to win?

Kara Swisher 2:03 Yeah.

Scott Galloway 2:04 That's what Morning Joe is for me. Joe and Mika, uh, always, like, try to set me up for success.

Kara Swisher 2:09 Mm-hmm.

Scott Galloway 2:09 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 on, in that show.

Kara Swisher 2:17 Yeah.

Scott Galloway 2:17 This is how vain I am. I think about-

Kara Swisher 2:18 That's not true.

Scott Galloway 2:18 ... what shows make me look the best. Um, but I love... Uh, I would say of all of the things I go on, I think Maher's number one 'cause I find him s-

Kara Swisher 2:27 Yeah.

Scott Galloway 2:27 I find that show just so challenging and interesting-

Kara Swisher 2:29 Mm-hmm.

Scott Galloway 2:30 ... the format. But Morning Joe, for me, is really... I, I think they do a great job with the coanch-... I mean, the bottom line is-

Kara Swisher 2:35 Yeah.

Scott Galloway 2:35 ... between the Morning, Morning Joe, The View, the Today Show, as much as I criticize-

Kara Swisher 2:40 They do them all well.

Scott Galloway 2:40 ... TV, when you see just how much activity is going on behind the scenes-

Kara Swisher 2:43 Yeah.

Scott Galloway 2:44 ... they do gr-... They give great TV. (laughs)

Kara Swisher 2:46 They do. They do, and let me tell you, let me give you information. They sell fucking books, I gotta say.

Scott Galloway 2:51 Oh, yeah.

Kara Swisher 2:51 After The View, my book sales rocketed, uh, of more than... Bill Maher and The View, I would say, was-

Scott Galloway 3:00 Yeah.

Kara Swisher 3:00 And Today Show. Mm-hmm.

Scott Galloway 3:01 Yeah, and I was on with Fareed yesterday. Um-

Kara Swisher 3:04 Oh, good.

Scott Galloway 3:04 So, yeah, I'm, I'm-

Kara Swisher 3:05 (laughs)

Scott Galloway 3:05 ... I'm everywhere.

Kara Swisher 3:06 You're really whoring it up.

Scott Galloway 3:07 I'm ubiquitous.

Kara Swisher 3:08 You really are.

Scott Galloway 3:08 There's... I'm like AOL in the '90s. You stick your hand into a cereal box, you're gonna pull out a little dog.

Kara Swisher 3:12 Little dog.

Scott Galloway 3:13 Yeah.

Kara Swisher 3:13 Let me ask you a question. How was The View ladies? Did, were they nice to you? Did they stroke you after you cried?

Scott Galloway 3:18 Um, they were r-

Kara Swisher 3:19 Or did Whoopi say, "Get the fuck out?"

Scott Galloway 3:20 This is my second time. They've always been really lovely to me.

Kara Swisher 3:22 Yeah.

Scott Galloway 3:22 It was Ana Navarro, uh, Whoopi, obviously, uh, Alyssa Farah, who unfortunately-

Kara Swisher 3:28 Right.

Scott Galloway 3:28 ... is pregnant 'cause I was, uh, thinking there was a shot that she would leave her husband for me.

Kara Swisher 3:31 No, she's not. I, I did know that.

Scott Galloway 3:32 But that doesn't seem to be going very well.

Kara Swisher 3:34 Yeah.

Scott Galloway 3:35 And then, um, Sunny, who's-

Kara Swisher 3:37 Sunny Hostin.

Scott Galloway 3:38 Uh, who looks 18, and she has a son who's a doctor.

Kara Swisher 3:42 Yeah, yeah.

Scott Galloway 3:43 And she wanted advice. She was saying, "I'm gonna give your book to my son." I'm like, "Oh, really? What's he doing?" She's like, "Well, he's a Harvard-educated doctor." I'm like, "No, he needs to mentor me."

Kara Swisher 3:52 (laughs)

Scott Galloway 3:52 "He needs to write a book, and I'll read it." Like, he's just fine. He's tracking. He's tracking.

Kara Swisher 3:57 Oh, that's good. How good.

Scott Galloway 3:58 But yeah, it couldn't be-

Kara Swisher 3:59 Who's next? What's your next thing besides our Pivot tour coming up? We've got one more show before our Pivot tour.

Scott Galloway 4:04 Oh, my God. I'm on-

Kara Swisher 4:05 And then it's you and I for a week.

Scott Galloway 4:06 Come on. I'm on Anderson Cooper tonight.

Kara Swisher 4:08 Yeah.

Scott Galloway 4:08 I'm on MSNBC tomorrow.

Kara Swisher 4:09 Yeah.

Scott Galloway 4:10 I'm, um, I may h-... You know. I'm on, uh, Christiane Amanpour tomorrow.

Kara Swisher 4:15 Oh, good.

Scott Galloway 4:16 I'm everywhere.

Kara Swisher 4:17 Are you? Good.

Scott Galloway 4:17 I'm everywhere.

Kara Swisher 4:17 It's gonna be too much. Scott, may I just say? How is your birthday going? The reason I sang is because I thought about-

Scott Galloway 4:22 Mm-hmm.

Kara Swisher 4:22 ... playing the Stevie Wonder song, but YouTube dings us when we put music up. (laughs)

Scott Galloway 4:26 Oh, yeah?

Kara Swisher 4:27 So, I can't.

Scott Galloway 4:28 I'm being very genuine. I don't like my birthday. I don't-

Kara Swisher 4:30 You don't?

Scott Galloway 4:31 I don't enjoy it. I don't wanna be reminded of my age. (laughs)

Kara Swisher 4:33 Oh, oh, well.

Scott Galloway 4:34 I don't, I don't like gifts. I don't... I would rather... If, if I could delete anything. You know how we have those Delete Me ads?

Kara Swisher 4:41 Mm-hmm.

Scott Galloway 4:41 What we need is an app called Delete Birthday where everybody forgets-

Kara Swisher 4:44 (laughs) Are you kidding me?

Scott Galloway 4:45 ... you actually have birthdays.

Kara Swisher 4:46 Oh, now I sent you that edible arrangement. No, I didn't. (laughs)

Scott Galloway 4:51 (laughs) Actually, I'm shocked. In one of the many times you've stayed here, you haven't arranged my edibles. See the-

Kara Swisher 4:55 I know. I have. I have. I have.

Scott Galloway 4:56 ... little, little turn of phrase there? Little turn of phrase.

Kara Swisher 4:58 I h- I saw that, but I actually have done that. I've... I looked through them at length (laughs) one night when I was bored.

Scott Galloway 5:03 God.

Kara Swisher 5:04 I was like, "Hmm. Hmm." I didn't take any of them, just so you know.

Scott Galloway 5:07 Yeah?

Kara Swisher 5:08 I just-

Scott Galloway 5:08 You need to start. You need to start.

Kara Swisher 5:09 I know, but I just was interested in them, and I looked them up, and I, and I Googled all of them and everything.

Scott Galloway 5:13 Did you?

Kara Swisher 5:14 Yeah.

Scott Galloway 5:15 Is that part of the problem? My psychotic breaks?

Kara Swisher 5:17 No, not at all.

Scott Galloway 5:17 Is that part of the problem?

Kara Swisher 5:18 Not at all. Well-

Scott Galloway 5:19 God.

Kara Swisher 5:19 ... I am glad you're, uh, here another year.

Scott Galloway 5:21 Well, thank you for that.

Kara Swisher 5:22 That's all I can say.

Scott Galloway 5:23 I appreciate that.

Kara Swisher 5:23 You look very nice too.

Scott Galloway 5:24 Oh.

Kara Swisher 5:24 You're a little hunched over. Sit up straight with that suit on.

Scott Galloway 5:26 Sorry.

Kara Swisher 5:27 There you go.

Scott Galloway 5:27 How's that?

Kara Swisher 5:28 All right, yeah.

Scott Galloway 5:29 Good.

Kara Swisher 5:29 Looking nice. That, that's your go-to suit, isn't it? That's your go-to outfit.

Scott Galloway 5:33 Yeah. No, you know what's funny?

Kara Swisher 5:34 Mm-hmm.

Scott Galloway 5:35 Is I've, I've consistently... I have probably, I don't know, a dozen suits I li-... I like the idea of suits, and then I find one I like, and I wear the same thing over and over.

Kara Swisher 5:42 You look very Mom Donny right now. I'll tell you (laughs) the rest of it. He loves his suit. He only wears-

Scott Galloway 5:46 Kara, it's my birthday. Do you really wanna bring that-

Kara Swisher 5:48 (laughs)

Scott Galloway 5:49 That's my birthday.

Kara Swisher 5:50 I'm just saying. He... Come on. He wears a suit. He shows respect for people. I think he's a-

Scott Galloway 5:55 Uh, I think he's a, I think he's a good-looking guy.

Kara Swisher 5:56 He's... And he wears a suit, though.

Scott Galloway 5:57 I think he's... I'll give him this.

Kara Swisher 5:59 He shows respect.

Scott Galloway 6:00 I-

Kara Swisher 6:00 He does show respect, doesn't he?

Scott Galloway 6:00 I think the learning... I keep getting calls from Democrats. What, what do you think of it? I'm like... The Democrats can take a lot of, from his campaign. I'll give him this.

Kara Swisher 6:07 Yeah.

Scott Galloway 6:07 You know. I, I think you and I have-

Kara Swisher 6:09 That's what Obama said.

Scott Galloway 6:09 ... are a little bit different on a, uh, differ- different views on his policies. I don't think there's any denying that, that Democrats can learn a lot from his campaign.

Kara Swisher 6:17 Well, we'll see if he does. We'll see. You never know. People can surprise you.On, on lots of ways. I think, uh, yeah, 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-

Scott Galloway 6:32 Is that right, of AOC?

Kara Swisher 6:33 Yes, 100%. I think they-

Scott Galloway 6:35 That's interesting.

Kara Swisher 6:35 ... they, they learn. They wanna be in posi-

Scott Galloway 6:37 They evolve?

Kara Swisher 6:37 Same thing with Marjorie Taylor Greene. Like, they're all pivoting in a way that makes them slight-

Scott Galloway 6:42 Aren't you kinda suspicious of MTG though?

Kara Swisher 6:44 I, I don't know.

Scott Galloway 6:44 I'm just not sure I buy it.

Kara Swisher 6:45 I agree. I thought she was very-

Scott Galloway 6:46 I think she likes the attention and she's getting-

Kara Swisher 6:48 I do, but-

Scott Galloway 6:48 ... a lot of attention.

Kara Swisher 6:49 ... she's doing (laughs) a good job at getting it, I'll tell you that.

Scott Galloway 6:51 Well, if someone asked me who the lead-

Kara Swisher 6:52 Without saying Jewish space lasers, yes, for the first time.

Scott Galloway 6:54 Someone asked me who the leader of the Democratic Party was, and I said, "Marjorie Taylor Greene."

Kara Swisher 6:57 (laughs)

Scott Galloway 6:58 She's, she's been, um-

Kara Swisher 7:01 Now it's okay, look it up.

Scott Galloway 7:01 ... uh, but, uh, yeah, it'll be... Look, uh, people have asked me, "Well, what happens if he wins?" I'm like, "If he, if he wins-"

Kara Swisher 7:08 Nothing.

Scott Galloway 7:08 "... 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."

Kara Swisher 7:20 Correct.

Scott Galloway 7:20 And be supportive and, and let their actions speak. You have to open up to the possibility that maybe your pre- preconceived notions that they were a terrible person, 'cause 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-

Kara Swisher 7:36 Yeah.

Scott Galloway 7:36 ... and let them-

Kara Swisher 7:37 Let's see how he does.

Scott Galloway 7:37 ... you know, have them, have, let them have their honeymoon. So, I, 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, the statistical probability of their win from Calci. It's a great ad campaign.

Kara Swisher 7:54 Yeah. Huh.

Scott Galloway 7:55 It shows Mondale at 92%-

Kara Swisher 7:57 Right.

Scott Galloway 7:58 ... or 93, and Cuomo at eight. And they're on bus shelters everywhere, and it says, "Calci, Calci Market." I- i- and you don't even realize it's an ad. It's such a brilliant ad because it shows-

Kara Swisher 8:09 Yeah.

Scott Galloway 8:09 ... it, 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 look to-

Kara Swisher 8:16 Yeah.

Scott Galloway 8:16 ... to help predict the future.

Kara Swisher 8:18 Yeah.

Scott Galloway 8:18 It is, it's the best branding campaign-

Kara Swisher 8:20 And Poli Market.

Scott Galloway 8:20 ... I've seen in a while.

Kara Swisher 8:21 Oh, that's interesting.

Scott Galloway 8:21 And Poli Market, Calci and Poli Market.

Kara Swisher 8:22 Yeah, yeah, I think that'll be... You know what? The only good thing, I gotta say, two, two, one bad thing, one good thing about the... I think he's definitely gonna win, and I, well, let's just wait and see what he does. I have a-

Scott Galloway 8:32 Right.

Kara Swisher 8:32 We'll see. We'll see. I think-

Scott Galloway 8:33 Well, I think that's fair, wait and see.

Kara Swisher 8:35 Wait and see.

Scott Galloway 8:35 Yeah.

Kara Swisher 8:36 And the second thi- and he has a lot of good ideas. Some aren't as good, some are good. Like, 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.

Scott Galloway 8:47 He's, I'll give h- I think he's a fantastic-

Kara Swisher 8:49 Which is the beginning.

Scott Galloway 8:49 I think he's a fantastic campaigner, and I can't wait for food sponsored food lines-

Kara Swisher 8:53 Oh, stop it.

Scott Galloway 8:54 ... called, called subsidized grocery stores.

Kara Swisher 8:56 You know what? Literally, the rich people have their own version of welfare every single fucking day of the week. So to give people-

Scott Galloway 9:01 Mm, okay.

Kara Swisher 9:01 ... a grocery store-

Scott Galloway 9:02 You, implicit in that statement-

Kara Swisher 9:04 Yeah.

Scott Galloway 9:04 ... is that I don't believe in a redistribution of income, which I do, but I don't-

Kara Swisher 9:07 Me too.

Scott Galloway 9:07 ... think you have to be stupid about it. If you wanna help young people, fine, give them food stamps, put more money in their pockets. If you wanna have, if you wanna have lower cost of housing, give tax incentives to people who build, uh, reasonable cost housing and let the private sector take over. Rent control will just take rents up. Anyway.

Kara Swisher 9:25 Well, it's rent, there's a good, it, it-

Scott Galloway 9:28 Freezes.

Kara Swisher 9:28 Cuomo's been messing it up, like, what he actually... 'Cause Cuomo had the same thing he had for many, many years. It's not control. It's rent, uh-

Scott Galloway 9:37 Rent freezes, de Blasio had it.

Kara Swisher 9:39 Yes, they're rent, not rent freezes. It's something else. This is the good, the, the, the good thing and the bad thing. One, put, put Andrew Cuomo away. Like, he's, must leave the s- he must join some boards. It's rent stabilized. Excuse me. That's the word we're looking for. Um, put, uh, get rid of, Andrew Cuomo, nobody wants you. Nobody wants you, really. So, and you've done every trick in the book except appeal to voters. That's one. Two, Cr- Curtis Sliwa, uh, Sliwa, I would give a job to. (laughs) I think he shows, uh, of anybody in this race-

Scott Galloway 10:13 He's a big winner coming out of this.

Kara Swisher 10:14 ... let me just say, he-

Scott Galloway 10:15 Yeah.

Kara Swisher 10:15 ... loves New York, and-

Scott Galloway 10:16 Yeah, I agree.

Kara Swisher 10:16 ... if I were Mamdani, I would actually reach out to him, because I have to say, I thought he's cu- kooky as can be, but he's also conducted 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 was very... I, I had a very different opinion of him, and I think he's come a long way, let's just say. Anyway.

Scott Galloway 10:46 I agree, although I will say, I, I, I really don't like spoilers in the sense that I think everyone has a bit of an obligation to... I, I, b- whether he was in the race or not, I do think-

Kara Swisher 10:57 But he's not a spoiler. He's the Republican candidate. Cu- Cuomo's the spoiler. That's who the spoiler is. He lost. He lost his primary, and he couldn't stand.

Scott Galloway 11:05 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-

Kara Swisher 11:14 That's what I define.

Scott Galloway 11:15 ... votes from someone else. Now, let me just say, even if he weren't in the race, I think Mon- Mondavi would win.

Kara Swisher 11:20 Would still be.

Scott Galloway 11:21 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've won. If, uh, if Nader had not been in the race, uh, Gore would've won. So, I, I do think, 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.

Kara Swisher 11:48 Well, I don't know. Cuomo is a very-

Scott Galloway 11:49 Do you think Nader shoulda stayed in the race?

Kara Swisher 11:51 I think he shoulda stayed in there. I think Cuomo ha- it, just literally can't get out of the fucking... And, and by the way, I think it would've been a lot more competitive with Curtis if Cuomo had butted the fuck out. Like, he was the Republican candidate. Cuomo lost-

Scott Galloway 12:03 The Republican's not gonna-

Kara Swisher 12:04 ... fair and square. He lost fair and square, and he couldn't take it 'cause he's a giant... I just, he's, I, I, I am glad he will be leaving the scene if he loses. Anyway, we've got a-

Scott Galloway 12:15 This'll be, this'll be the end. I think, I think you're right though-

Kara Swisher 12:18 All wrong-

Scott Galloway 12:18 ... that'll be the end of his political career.

Kara Swisher 12:18 ... with the Democratic Party is personified in that man. Anyway, we've got a lot to, I'm sure Chris Cuomo will write me, me, no, 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.

12:35 – 19:55

Shutdown Approaches Record

Kara Swisher 12:35 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 government this month. It is really 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. Travel disruptions are also mounting with flight delays and staffing shortages at airports across the country. Um, and as, uh, as a new poll shows, most Americans blame President Trump and Republicans in Congress for the ongoing shutdown. Um, we're (stammers) ultimately, we're not political experts, but certainly from a business point of view, you saw the United CEO, um, sort of shilling for the Trump White House, which is grotesque, sir. Uh, by the way, Mr. Kirby, I happen to be a global services person and I am unhappy with your stance. I think it's, uh, you can blame both of them if you like, but to take, uh, any side, it was really irritating. Um, (smacks lips) uh, where do you, where, where are we? Where are we from a business and other perspective?

Scott Galloway 13:44 Well, there's the, there's the strategic side of it. The Democrats are finally winning. This is, they, they've strategically p- they've picked a pointed, obvious issue, healthcare. They're right. It always helps to be right. The, the increase in premiums is just untenable for a lot of people. And the Republican viewpoint of as, "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 healthcare of lower middle class households to the 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 gonna address this issue? So you're absolutely correct. The majority of Americans st- uh, hold the GOP responsible for this. It's just, 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-

Kara Swisher 14:43 Mm-hmm.

Scott Galloway 14:43 ... the private equity industry or something, Kristen Sinema-

Kara Swisher 14:45 I like Kristen Sinema, ugh.

Scott Galloway 14:46 ... who peel off-

Kara Swisher 14:47 'Cause she turned out to be ...

Scott Galloway 14:48 So this is-

Kara Swisher 14:49 Lobbying whore.

Scott Galloway 14:50 This is a big win so far. And then on a more existential level, I've been running around, you know, uh, 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 (laughs) food stamps when the money is available. Remember the movie? They're in a massive ra- rainstorm, they can't find a place to stay, they have no money, and the, the woman says to John Cusack, "Oh wait, I forgot I have my parents' credit card." It's like a $29 hotel. They're gonna get out of this crazy rainstorm. She's like, and then she pauses and goes, "Oh, but I'm only supposed to use it in emergencies."

Kara Swisher 15:32 (laughs)

Scott Galloway 15:32 And he looks at her and says, "Well it's lucky this isn't an emergency."

Kara Swisher 15:35 Yeah, yeah.

Scott Galloway 15:36 To not use every dollar possible ...

Kara Swisher 15:38 Yeah.

Scott Galloway 15:38 ... to ensure that 14 million American children in the most prosperous nation in the history of the world-

Kara Swisher 15:43 Correct.

Scott Galloway 15:44 ... have access to food, this is an emergency. And they just come across-

Kara Swisher 15:49 Scrooge.

Scott Galloway 15:50 Well it's just such-

Kara Swisher 15:51 Are there not? Uh, what is that? Are there not?

Scott Galloway 15:53 It's the definition of anti-American, it's the definition of anti-masculine.

Kara Swisher 15:57 Yeah.

Scott Galloway 15:57 They're using children as human shields.

Kara Swisher 16:00 They are.

Scott Galloway 16:01 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 Terence Stamp played the nemesis of Superman and he said, "I've found his weakness." He being Superman. He's like, "He actually cares about them."

Kara Swisher 16:19 Yeah.

Scott Galloway 16:20 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-"

Kara Swisher 16:33 So long.

Scott Galloway 16:33 "... we think they're gonna blink. We're gonna use them as human shields." And I, I think the American public, at least according to the polls-

Kara Swisher 16:39 Yeah.

Scott Galloway 16:40 ... is seeing through this, so.

Kara Swisher 16:42 Well, I think what's interesting is the Democrats are like, "We'll just show people who you are. Like, let's, we aren't gonna save them."

Scott Galloway 16:49 Yeah.

Kara Swisher 16:49 "You need to save them. You're in charge

Narrator 16:50 of the government."

Scott Galloway 16:51 This is your big beautiful deal.

Kara Swisher 16:52 This is your big beautiful deal. You run all, the whole, all. 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. You know? That's, I think it's actually, I don't think ... The thing is, will they? 'Cause they really are a cruel bunch, right? Them just futzing around on this SNAP thing is so ridiculous. Just pay the SNAP thing. They want, they can't lose on anything. That's their whole thing. No matter who, who pays the price and they'll just ... Look, we, look, you know, Maya Angelou, you know, when you see someone, you know, believe it. Believe when, when they tell you who they are. So let's let them tell us who they are.

Scott Galloway 17:30 Yeah.

Kara Swisher 17:30 That's, that's who I say. Anyway, we'll see. Uh, as I told you, remember that time when that Trump person told me, they, some of the crazies in that group wanted to do it 47 days for-

Scott Galloway 17:39 Mm-hmm.

Kara Swisher 17:39 ... 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, uh, I really enjoyed the Gatsby party. Nice timing, President Trump.

Scott Galloway 17:49 God!

Kara Swisher 17:50 I know, right? Like literally, is there something ... Like, these are careless people. Like, the, 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. Uh, we'll see. We'll see. Do you have a prediction? Do you have ... What's gonna move the needle?

Scott Galloway 18:09 I gotta think the, it seems to me that the Democrats are just shockingly unified and I would think ... I, I, I wanna get your prediction 'cause as you pointed out, I'm famously bad at political predictions, but I would think the Republicans will say, will come up with something that is like-... uh, uh, 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... Th- this is bad on so many levels.

Kara Swisher 18:38 They've gotta pass it. They can't just say they're gonna pass it. The Democrats don't believe them, I don't believe them.

Scott Galloway 18:42 Oh, no, the Democrats aren't gonna go... Yeah. Th- the whole trust part of the program is over. (laughs) We're not... W- this 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 gonna have a change of heart. Uh, no, that's... Th- th- no, no one... You know, w- we're not, we're not gonna 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.

Kara Swisher 19:20 Airlines. Uh-

Scott Galloway 19:22 There are-

Kara Swisher 19:22 ... all kinds of safety issues. Uh, so many.

Scott Galloway 19:24 There are 300,000 people in Veterans Affairs getting physical therapy and, and medical treatment to veterans.

Kara Swisher 19:32 Yeah.

Scott Galloway 19:33 So we're gonna leave our vetera- veterans in the cold right now?

Kara Swisher 19:35 Yeah, everybody gets affected. Everybody.

Scott Galloway 19:37 I mean, this really is sort of a, "What's the point-"

Kara Swisher 19:39 Mm-hmm.

Scott Galloway 19:40 "... of all this prosperity if we're going to, you know, leave people out in the cold like this?" I just-

Kara Swisher 19:45 Right. Scrooge.

Scott Galloway 19:46 Uh, uh, it really is very, um-

Kara Swisher 19:49 Scrooge.

Scott Galloway 19:49 So it's very dysfunctional.

Kara Swisher 19:50 Scrooge. Anyway, um, interesting story. Now, now it's

19:55 – 27:02

Netflix’s Explore Warner Bros. Bid

Kara Swisher 19:55 getting interesting. Netflix is actively exploring a bid for Warner Brother Discovery Studio and streaming businesses. According to Reuters, the streamer has hired investment bank... And I don't know this bank. Moelis & Company?

Scott Galloway 20:05 Moelis. Oh yeah.

Kara Swisher 20:06 To evaluate-

Scott Galloway 20:07 They're, they're gangsters. They're very good.

Kara Swisher 20:07 ... 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 'cause then David Zaslav now has some shit going on, right? And it d- it's not so easy for the Paramount boys and their giant money to sail in there. It, 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?

Scott Galloway 20:46 So first off, I got this wrong.

Kara Swisher 20:47 Mm-hmm.

Scott Galloway 20:47 I said just last week that I didn't think Netflix would get anywhere near this-

Kara Swisher 20:51 Yeah. Yeah.

Scott Galloway 20:51 ... because of they have such a strong culture. What I think it says is a couple of things. One, I think Na- this is sort of maybe an acknowledgement from Netflix that they've run out of greenfield or running room to grow-

Kara Swisher 21:01 Yeah.

Scott Galloway 21:01 ... their business organically.

Kara Swisher 21:03 Right.

Scott Galloway 21:03 And what you said also resonates now.

Kara Swisher 21:06 Mm-hmm.

Scott Galloway 21:06 And that is, there's some content here that really is singular, and they-

Kara Swisher 21:09 Yes.

Scott Galloway 21:09 ... they wanna build a content library to-

Kara Swisher 21:11 They do.

Scott Galloway 21:11 ... kinda try and sorta catch up, um, to, to, um-

Kara Swisher 21:15 It's quite a content library. Think about it. Game of Throne. Like, it's so good. It's so much-

Scott Galloway 21:20 There's a lot. There, there is a lot.

Kara Swisher 21:21 Sopranos. Think what they could do with the Sopranos. They could... I mean, like, so much stuff. Just, like... A- and not just... New s- new stuff, older stuff, like, real, like-

Scott Galloway 21:31 Oh my God.

Kara Swisher 21:32 It's-

Scott Galloway 21:32 My favorite show, I, I don't know if you've, have your favorite show.

Kara Swisher 21:35 Do you?

Scott Galloway 21:35 I watch... For me, my parents re- uh, my parents, my kids, my sons refuse to talk... I was looking forward to the sex talk. Neith- neither of them will ever let me talk about sex with them.

Kara Swisher 21:47 Oh, wow.

Scott Galloway 21:48 They've just decided that's horrific, and, "Dad, no, we don't... We'll learn it on the street or from porn."

Kara Swisher 21:53 Oh.

Scott Galloway 21:53 "We have no interest in talking to you about it."

Kara Swisher 21:55 Hm. I think I had a sex talk with the boys.

Scott Galloway 21:57 So I've decided that the ultimate sex education is they have to watch all eight seasons of me with Game of, of Game of Thrones.

Kara Swisher 22:03 Oh. Oh. No. (laughs)

Scott Galloway 22:05 Oh, 100%.

Kara Swisher 22:06 Not sex. (laughs)

Scott Galloway 22:07 It's got aspirational homosexual characters. It's got real love stories.

Kara Swisher 22:11 I guess.

Scott Galloway 22:11 Ingrid and Jonathan Snow is one of the most gripping-

Kara Swisher 22:15 Okay.

Scott Galloway 22:15 ... love stories ever. It's got-

Kara Swisher 22:17 Okay.

Scott Galloway 22:17 ... really bad behavior, in terms of, um-

Kara Swisher 22:20 Oh my God. It says castrations. It has... Okay.

Scott Galloway 22:22 Well, there's that. (laughs)

Kara Swisher 22:23 And rape.

Scott Galloway 22:23 There's that.

Kara Swisher 22:24 Like, a lot of rape. A lot of, like... Okay. All right. (laughs) Okay. You do your parenting, I'll do mine. But go ahead.

Scott Galloway 22:31 So that's my sex ed for my sons.

Kara Swisher 22:34 Right.

Scott Galloway 22:34 Is Game of Thrones for, um-

Kara Swisher 22:36 Okay.

Scott Galloway 22:36 ... eight seasons.

Kara Swisher 22:37 Galloway boys, come and see me. I'll help you. Those are all Richard Plepler now. Our pal, Richard. He just texted me the other day.

Scott Galloway 22:43 But if you think about... What's so interesting about HBO is with, I think, a content and budget of about 2 billion versus 18 at Netflix, the culture at HBO must be so extraordinary 'cause they consistently punch above their weight class.

Kara Swisher 22:56 Yeah. It's first it was Bukas, then it was, uh, Plepler, and now it's Casey Bloys, right?

Scott Galloway 23:01 Michael Fuchs, um-

Kara Swisher 23:03 Fuchs was in there, yeah.

Scott Galloway 23:03 ... way back in the day.

Kara Swisher 23:04 Mm-hmm. Radically.

Scott Galloway 23:05 But my God, some, some of the content, um... Sex and the City I think was-

Kara Swisher 23:09 Sex and the City.

Scott Galloway 23:09 ... was incredible.

Kara Swisher 23:11 Think about all the things.

Scott Galloway 23:12 And then even, even Girls, the modern kind of Sex and the City. I thought that was incredible.

Kara Swisher 23:16 Yeah.

Scott Galloway 23:16 Have you seen Chernobyl? Chernobyl's incredible.

Kara Swisher 23:20 Yeah. All of it. I mean, it just... Uh, this makes a lot of sense, as I told you, for Netflix. It does. And it all... But it... What it does for David Zaslav is it shows off the stuff that it's worth. Like, don't let these dipshits at Paramount get everything for cheap, right? Don't, like... Don't hand it over to these guys who've already shown relatively bad, uh, behavior in terms of media. But, um, but they... But it, it's so valuable. Like, es- 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 Ver- Ver- Versant. That's what... (laughs) Someone, someone from there was saying, "Let's pronounce it Versant, not Versant." Versant, like it's a Quonset-

Scott Galloway 24:02 Versant.

Kara Swisher 24:03 Uh, I don't know. It doesn't make it any better.

Scott Galloway 24:05 But, but, but what they're probably doing, I, I wa- I would be shocked. I think what they're doing is the following.

Kara Swisher 24:11 Okay.

Scott Galloway 24:11 I think... By the way, Moelis is... Established itself as one of the, is absolutely, in my opinion, the premier-

Kara Swisher 24:16 Okay.

Scott Galloway 24:16 ... investment bank as it relates to media.

Kara Swisher 24:18 Okay.

Scott Galloway 24:18 They're outstanding at what they do. The... What I think this is p- what they probably did is they've all signed crazy NDAs.

Kara Swisher 24:25 Right.

Scott Galloway 24:26 And they're, I would bet, openly communicating-... what would they be doing? I think they're willing to take pieces. I can't imagine the Ellisons want all of this.

Kara Swisher 24:35 They don't.

Scott Galloway 24:36 A- and I would imagine that Netflix wants certain things that, um, Ellison does not want and vice versa.

Kara Swisher 24:44 Do they?

Scott Galloway 24:44 And this might be a club deal where they take certain stuff, and meanwhile what you have is a CEO who's-

Kara Swisher 24:53 Gonna pack it.

Scott Galloway 24:53 ... added so little shareholder value-

Kara Swisher 24:55 And what?

Scott Galloway 24:55 ... who's positioning them against each other to do shit like maintain his leadership role-

Kara Swisher 24:59 Mm-hmm.

Scott Galloway 25:00 ... and feather his nest.

Kara Swisher 25:01 Yeah.

Scott Galloway 25:01 The only thing I know that's gonna happen here-

Kara Swisher 25:03 Yeah.

Scott Galloway 25:03 ... is that David Zaslav is about to become-

Kara Swisher 25:05 Gonna pack it.

Scott Galloway 25:05 ... the Adam Newman of media.

Kara Swisher 25:07 (laughs)

Scott Galloway 25:07 And that is make a shit ton of money for destroying a lot of shareholder value-

Kara Swisher 25:12 Well, not his value.

Scott Galloway 25:12 ... by playing these guys off of each other.

Kara Swisher 25:13 I think the energy has just gone now.

Scott Galloway 25:14 By the way, Warner Brothers Discovery?

Kara Swisher 25:15 Yeah.

Scott Galloway 25:16 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, 'cause 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.

Kara Swisher 25:34 Well, if he gets a lot of money for it, I guess that'll be worth it to them. Uh, 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, uh, let, let the nepo baby get everything. There's stuff that's real... and also for Comcast too, same thing. Same thing, same thing, and it... there's ways to do this. Anyway, uh, I just, I'd 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. (instrumental music plays) Support for this show comes from Bilt Rewards. Nobody wants to pay rent, but if you have to, Bilt makes it worth it. Bilt 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 Bilt, 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 Bilt wants to make your entire neighborhood more rewarding. So with Bilt, 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/pivot. That's J-O-I-N-B-I-L-T.com/pivot. Make sure to use our URL so they know we sent you. Scott, we're

27:02 – 35:28

Apple and Amazon Earnings

Kara Swisher 27:02 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. Um, 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 a jump. I didn't get a new one, and I usually do. Uh, cap ex, uh, came in at $12 billion for the year, up, uh, 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, uh, AI. They seem rather frugal comparatively, but th- the others are s- uh, you know, spending like the proverbial drunken soldiers, uh, s- sailors, excuse me. And speaking of what other big tech companies are spending, let's talk also about Amazon. Cap ex continues to surge with more than $34 billion spent in the last quarter and a full-year total expected be, to top 125 billion. AI spending seems to be paying off. Amazon Web Services revenue jumped 20% from last year, its fastest pace since 2022. Um, 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, uh, about, um, this and how these companies continue to 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's-

Scott Galloway 28:39 On Apple too, although-

Kara Swisher 28:40 Yeah.

Scott Galloway 28:40 ... they've gotten some exemptions.

Kara Swisher 28:41 Yeah.

Scott Galloway 28:41 It's not clear what, what-

Kara Swisher 28:42 Yeah, that's right.

Scott Galloway 28:44 You know, that, that gift, whatever it was that-

Kara Swisher 28:47 The golden statue.

Scott Galloway 28:48 ... uh-

Kara Swisher 28:48 The golden calf, as I like to call it. Go ahead.

Scott Galloway 28:50 Yeah, I don't... I, who knows what tariffs are gonna be on Apple? Uh, Apple, I would describe Apple's, um, earnings as unremarkable but strong to the... stronger than people expected. I think Apple's the most val- uh, the most expensive of those stocks right now. Um, I'm actually thinking about selling my Apple stock, which I've owned for 15 years, uh, just because they're growing single digits but they're trading like a growth stock. But I bought... I always buy the new iPhone. I find the new operating system to be a bit-

Kara Swisher 29:22 Weird.

Scott Galloway 29:22 ... cumbersome.

Kara Swisher 29:24 Glitchy. Glitchy.

Scott Galloway 29:24 But the battery life is great, and also iPhone sales, we don't know how much of it was pr- you know, front-loading because of tariff scares, but-

Kara Swisher 29:31 Mm-hmm.

Scott Galloway 29:31 ... 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, I think that Apple... I mean, what Apple's done that will go down in the history books and they continue to do is that what they have pulled off... 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. It's the most... uh, this just 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. That... you just never... you're never able to pull that off. And they continue to sell more and more of these, these iPhones. It doesn't look... I... we keep predicting it's going to be spatial computing or 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.... uh, by the way, sent the stock up 13% after hours. AWS reported 20% growth versus a whisper of 19. Uh, they've... Performance pushed back down th- th- their kind of AWS performance pushed back on the overhang here, in that the overhang for the cloud over their cloud offering is that it's behind in AI. Their cloud growth hit its fastest pace, uh, 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 Ranier, an $11 billion AI data center built to run Anthropic models, which is part of a partnership that will see Anthropic using one million Trainium2 chips by the end of 2025 and get-

Kara Swisher 31:28 Yeah, that's their big partner. That's Anthropic's big partner.

Scott Galloway 31:30 Well, and get- get used to this term Trainium2 'cause I had never heard this term. Trainium2-

Kara Swisher 31:35 Mm-hmm.

Scott Galloway 31:36 ... is Amazon's in-house AI chip-

Kara Swisher 31:39 Oh, interesting.

Scott Galloway 31:39 ... that has become a multi-billion dollar business, growing 150%, not year on year, quarter on quarter.

Kara Swisher 31:46 Yeah.

Scott Galloway 31:46 So now, Amazon is in-

Kara Swisher 31:48 They're all gonna

Narrator 31:48 Uh-huh.

Scott Galloway 31:48 ... kind of the niche NVIDIA business.

Kara Swisher 31:51 Let me just tell you, you think they all wanna depend on NVIDIA? No, no.

Scott Galloway 31:54 Oh, they're all trying to figure out a chip.

Kara Swisher 31:55 No, no. He- he- he's got a, he's got a limited time.

Scott Galloway 31:59 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 under-spender in CapEx.

Kara Swisher 32:14 So, are they riding on the rails? What's going... They're riding on the rails 'cause you see AI throughout the phone. I'll tell you, in this new system, it's always answering AI-like questions. Uh, although, you know, it, whether you're using another app, every app has it in it. It just is using other people's AI, is what it is.

Scott Galloway 32:32 They're at a different point in the life cycle, and that is Apple... Uh, 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 wanna 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- 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. In... 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, um, a greater tolerance for investment. So for example, you mentioned Jeff Bezos. The reason Jeff Bezos 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, been from being very profitable-

Kara Swisher 33:46 To not, yep.

Scott Galloway 33:46 ... to very unprofitable.

Kara Swisher 33:48 Yep, yep.

Scott Galloway 33:48 And our shareholder base didn't sign up for that.

Kara Swisher 33:50 Right.

Scott Galloway 33:50 And there's gonna be a revolt, and this thing's gonna sell off like crazy. So, and in addition, I- I'm just blown away by Amazon's push in automation. If not for a one-time-

Kara Swisher 34:02 Yes, I would agree.

Scott Galloway 34:02 ... FTC charge and severance costs, operating margins would have hit 12%, which is a record high. And again, the, the piece of the earnings call that just blew my mind-

Kara Swisher 34:13 Was?

Scott Galloway 34:13 ... in their retail unit-

Kara Swisher 34:15 Mm-hmm.

Scott Galloway 34:15 ... they are, they are predicting in 2033, 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.

Kara Swisher 34:34 Yeah. Automation.

Scott Galloway 34:35 (laughs)

Kara Swisher 34:35 Automation.

Scott Galloway 34:36 I mean- (laughs)

Kara Swisher 34:36 You know what? 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 have said this over and over again, I wish you would focus on it, is everyone's focused on AI- AI. I'd focus on robots and automation. Like, that to me-

Scott Galloway 34:51 Yeah.

Kara Swisher 34:51 ... is where these leaps and bounds are happening in ways that really, truly do save money in, in a, in a different way. I, we, I, I think AI combined with automation and having just been in Korea and seeing some of this, it's really quite astonishing the cost savings, um, in so many ways, and, and how far this automation has gone. I think it's... I- I think it's the unt- I think AI gets, is- is doing the fan dance, but automation is something people should be paying attention to. And A- and Amazon has always been forefront. When they bought Kiva, uh, really made me sit up and take notice at the time. That was many, many years ago. All right, uh, other, other interesting

35:28 – 42:11

Nvidia Chips Staying in USA

Kara Swisher 35:28 news. President Trump says that NVIDIA's most powerful AI chips, the Blackwell series, are staying in America. Trump told, uh, 60 Minutes that China and possibly other countries wouldn't, uh, be allowed to buy them, basically keeping America's AI technology at home. Uh, Trump did- 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, uh, Chinese President Xi Jinping in South Korea, where Trump said the chip issue didn't actually come up in conversation. So, this is a result of all the Trump flossing of Jensen Huang. I don't c- I was a little confused by the- this statement. Um, but I guess they're not gonna be able to sell them, so there.

Scott Galloway 36:10 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. Now, the question is, should we not be letting China create parity in terms of the most sophisticated brains to power-

Kara Swisher 36:31 Yeah.

Scott Galloway 36:31 ... weapons, media? Or was that just motivation for them to do a workaround?

Kara Swisher 36:37 That's right. Mm-hmm.

Scott Galloway 36:38 Right? So... And- and by the way, I don't, I don't feel like I have an answer on that. I think it's a really interesting argument into-

Kara Swisher 36:44 Let them steal our stuff and do a workaround. I think that's the... You've left that part out.

Scott Galloway 36:48 Well, that's right. You create incentive for them to-

Kara Swisher 36:51 Steal.

Scott Galloway 36:51 ... call on their operatives. A- and by the way, I think...What's interesting is, s- uh, I, 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 US, 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. Right?

Kara Swisher 37:15 Right.

Scott Galloway 37:15 You don't feel like you're spying for the US.

Kara Swisher 37:17 Right.

Scott Galloway 37:17 And there are Chinese operatives everywhere. There are Chinese soft assets everywhere. And their playbook is, okay, if you're, if Siemens, if you're not gonna sell us these cell towers, 'cause you see strategic initiative in it, and however 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 gonna love. So would it be, 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've, um, increasingly convinced of, and when this was 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... So the US steel industry, essentially the Chinese were convinced, were accused of dumping, and that was okay. Produce, we have all these steel plants in mainland China. We're gonna dump, we're gonna dump steel into the US, meaning we're gonna price it below even prod- below production costs. We're gonna put every US steel company out of business, and we're gonna 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 it, 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 way-

Kara Swisher 38:57 Yeah.

Scott Galloway 38:57 ... dump it into the US market-

Kara Swisher 38:59 Right, deep tough.

Scott Galloway 38:59 ... and basically ruin Sam Altman's fever dreams of having a trillion-dollar IPO-

Kara Swisher 39:04 Right, right.

Scott Galloway 39:04 ... when every college kid starts using this new LLM or AI that is free, and they can download in a second and, or, 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 gonna require you to build a bunch of nuclear power plants." If I were Xi, I'd be like, "Okay, we're not gonna, we're not gonna go after them w- kinetically or economically. What we're gonna do is we're just gonna engage in AI dumping." Because it is, it is so striking. Do you realize if it wasn't for AI right now, the market would be flat?

Kara Swisher 39:43 Flat, yeah. You said, and, and this is what's, you're, you, you made the thing that Amanda still brings up is, which is like that Trump would be in a lot more trouble if AI hadn't been boosting-

Scott Galloway 39:53 We'd be in recession.

Kara Swisher 39:54 We'd be in recession.

Scott Galloway 39:55 GDB, GDP growth would be zero to negative right now if it wasn't for AI and the promise of AI.

Kara Swisher 40:02 Yeah.

Scott Galloway 40:02 And all you need to do is pop that balloon and say, "Guess what?"

Kara Swisher 40:06 Yeah.

Scott Galloway 40:06 "We're, we're gonna Old Navy your ass. We're gonna offer 80% of your expensive LLMs and expensive technology, and we're gonna do it for not 50% of the price, for 0% of the price."

Kara Swisher 40:16 Right.

Scott Galloway 40:16 And the thing about China is that the CCP can do this.

Kara Swisher 40:19 Yeah.

Scott Galloway 40:19 They run their companies for control, not for profit. But that, I, I think there's real existential threats here-

Kara Swisher 40:25 Interesting.

Scott Galloway 40:26 ... from China around AI.

Kara Swisher 40:27 Well, we'll see. If they do it, we're gonna blame you, Scott Galloway.

Scott Galloway 40:30 There you go.

Kara Swisher 40:30 Um, happy birthday. Um, well, we'll see what happens here. But you're right, you're right. This is, this is all an AI party that we're all living in, and we'll see if that sustains itself. All right, Scott, um, although if you're a doom, doom pro- uh, this, the problem with the AI people is you s- 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, you know, 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.

Scott Galloway 41:03 Support for the show comes from Pipedrive. I spend 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/pivot to get started. That's pipedrive.com/pivot, and you can be up and running in minutes.

Kara Swisher 42:09 Scott, we're back.

42:11 – 51:39

Elon Teases Flying Teslas

Kara Swisher 42:11 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. Um, 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. Uh, he can't even deliver the car, but this is what he said. Let's listen to what he said about it.

Elon Musk 42:35 Like this is some crazy, crazy technology we got in this car. Crazy technology. Crazy, crazy.

Scott Galloway 42:44 So different-

Elon Musk 42:45 Um-

Scott Galloway 42:45 ... than what was previously announced and-

Elon Musk 42:49 Yes.

Scott Galloway 42:51 And is that why you haven't released it yet, 'cause you keep fucking with it?

Elon Musk 42:55 It has crazy technology.

Scott Galloway 42:57 Okay.

Elon Musk 42:57 It, it, like isn't even a car. I'm not sure it's a, uh, like...It looks like a car. Uh, let- let's just put it this way. It- it's- it's crazier than anything James Bond... If you took all the James Bond c- cars and combined them, it's crazier than that.

Kara Swisher 43:15 Um, he seems crazy. As always, he's making this up. I'm sorry. This is crazy to listen to him. And Joe Rogan, I- I- I- I'm f- I- 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 that his- who was, uh, Musk's archenemy, post that he tried to cancel his Roadster reservation from 2018 saying, "Look, I get delays happen, but seven and a half years is a bit much." Um, Musk's got that huge shareholder vote coming this week about his trillion-dollar compensation package, so he's on the road talking to, uh, incredulous people like Joe Rogan. Um, 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?

Scott Galloway 44:07 Well, okay, so let's just figure the data. It's been 2,400 days since Elon said there would be one million Tesla robotaxis within the year.

Kara Swisher 44:15 Oh, yeah, those. Yeah.

Scott Galloway 44:15 It's been-

Kara Swisher 44:16 I forgot.

Scott Galloway 44:16 ... 3,100 days since he said all Superchargers were being converted to solar.

Kara Swisher 44:21 Oh, yeah.

Scott Galloway 44:21 It's been 3,300 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.

Kara Swisher 44:31 Yeah.

Scott Galloway 44:32 It's been 1,100 days since he predicted that under his leadership, Twitter could reach a billion monthly users.

Kara Swisher 44:37 Oh, that, yeah.

Scott Galloway 44:38 It's been 1,700 days since he announced that he'd be uploading a full self-driving button to Teslas. This is no different.

Kara Swisher 44:46 I love your data. I love Scott brings the data-

Scott Galloway 44:49 There you go.

Kara Swisher 44:49 ... 'cause you're a man, that's why.

Scott Galloway 44:51 100%.

Kara Swisher 44:51 Notes on being a man, bring the data.

Scott Galloway 44:53 Uh, swinging on those vines of data. Um-

Kara Swisher 44:55 Yeah.

Scott Galloway 44:56 ... 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, right?

Kara Swisher 45:17 Yeah. Did you see that chart I sent you? 312 times earnings compared to, like, Apple at 30 or whatever. It's crazy.

Scott Galloway 45:25 No, uh, it's become a meme stock. And I-

Kara Swisher 45:27 Yeah.

Scott Galloway 45:27 And by the way, this is not financial advice. Don't short this thing. It could... Who knows?

Kara Swisher 45:31 They'd be crazy, yeah.

Scott Galloway 45:32 But I remember that it cr-... I think it was The Spy Who Loved Me. They had this amazing car, Bond car.

Kara Swisher 45:40 Mm-hmm.

Scott Galloway 45:40 So I'm- I'm fascinated by-

Kara Swisher 45:42 The one into space? The one that went into space?

Scott Galloway 45:45 Uh, they didn't have a car-

Kara Swisher 45:46 I can't remember.

Scott Galloway 45:46 ... that went into space. They've had a flying car in The Man with the Golden Gun, and then they had a car that went underwater.

Kara Swisher 45:51 Well, underwater one, yeah.

Scott Galloway 45:52 Oh, I think that was The Spy Who Loved Me, but I forget. Anyways, I know a little bit of it about aviation. It's what's fascinated me. I'm an investor in two aviation companies, a- a company called Boom Technologies, which is trying to create the first-

Kara Swisher 46:03 Yeah.

Scott Galloway 46:03 ... commercial supersonic plane since the Concorde, and I'm an investor in Vertical Aerospace in Europe, which is trying to create this-

Kara Swisher 46:12 A VLO.

Scott Galloway 46:12 It's basically like a drone that carries people. It's no-

Kara Swisher 46:14 Yeah, vertical lift and takeoff. Right.

Scott Galloway 46:16 Yeah, exactly. It's a super hot space. Joby and Archer-

Kara Swisher 46:19 Right.

Scott Galloway 46:19 ... are the two su-s leaders, and, uh, Vertical, uh, Vertical Aerospace is the European leader.

Kara Swisher 46:24 Mm-hmm.

Scott Galloway 46:25 I know how much time, capital, and more than anything else, regulation is involved-

Kara Swisher 46:31 Oh, man.

Scott Galloway 46:31 ... in producing-

Kara Swisher 46:32 One of those falls on a, like, a Christmas-

Scott Galloway 46:34 (laughs)

Kara Swisher 46:34 ... tree.

Scott Galloway 46:34 Well, one of the great unlock-

Kara Swisher 46:36 That's the end of it.

Scott Galloway 46:36 One of the great unlocks in our economy is that the FAA has basically said, "We're gonna certify these things to, like, four or five sigma," meaning that- that, okay, there's gonna be 10,000 crash fatali- 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 7/10ths the speed of sound in a metal tube with recirculated oxygen, which quite frankly feels very unnatural.

Kara Swisher 47:04 I don't think so.

Scott Galloway 47:05 So we've gotta make it-

Kara Swisher 47:05 I have to get on a plane. Go ahead.

Scott Galloway 47:06 We've got... Pardon?

Kara Swisher 47:07 I'm- I have to get on a plane tomorrow morning. Go ahead.

Scott Galloway 47:09 Yeah, but the reason why people don't just fucking freak out and-

Kara Swisher 47:13 Yeah.

Scott Galloway 47:13 ... 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- you refer to my company as just a great automobile company-"

Kara Swisher 47:55 Mm-hmm.

Scott Galloway 47:55 "... that should be trading at an $80 billion market cap, not a $1.4 trillion market cap."

Kara Swisher 48:01 Yeah. Yep.

Scott Galloway 48:01 This is continued jazz hands and distraction. Nobody does it better than this guy.

Kara Swisher 48:06 Yeah, he's like P.T. Barnum, but... Except he doesn't provide the circus.

Scott Galloway 48:09 He's very good at this.

Kara Swisher 48:11 Yeah.

Scott Galloway 48:11 And so immediately, I got caught up on it. It piqued my interest, and I forwarded it-

Kara Swisher 48:15 No problem.

Scott Galloway 48:15 ... 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."

Kara Swisher 48:22 Yeah.

Scott Galloway 48:22 It takes... I'm not exaggerating. It takes 10 years and billions to get-

Kara Swisher 48:28 Yep.

Scott Galloway 48:28 ... any new aircraft-

Kara Swisher 48:30 Yep.

Scott Galloway 48:30 ... into the air where you can take passengers in it.

Kara Swisher 48:32 Oh, are you kidding? He can't even get the, uh, robotaxis going that well. Waymo is running right over him. And the same thing with these... You're right. He will release some photograph.

Scott Galloway 48:40 He doesn't have a Roadster.

Kara Swisher 48:41 No.

Scott Galloway 48:41 He announced a Roadster in 2018.

Kara Swisher 48:43 I know.

Scott Galloway 48:43 And Sam, Sam Altman keeps posting screenshots of his-

Kara Swisher 48:46 Yeah, yeah, exactly.

Scott Galloway 48:46 ... $50,000 deposit waiting for his Roadster to show up.

Kara Swisher 48:49 Yeah, he's asked for it back. But, I mean, it's just ridic- it doesn't... It's not gonna fly. And by the way, get- other people have been working on it. For people who don't know, like Larry Page was invested in one of those float- flying car. I don't doubt someday there'll be a hovercrafty kind of car, s- not after we're long dead, but there'll be a hovercraft type of car. But it's not gonna be widespread for... Until long after-You, me and Elon have left this planet. Like, f- and not in the good way. Um, it's just, just nonsense. And he's just doing it 'cause he's on his little tour f- to show that he's, like, the master inventor and deserves a trillion-dollar compensation.

Scott Galloway 49:23 No, it's distraction. I gotta distract.

Kara Swisher 49:25 He's just, he's not the master inventor anymore, folks. He's just not. He should, he could have done a lot more. Instead, he's wasted his time on whatever the fuck he's doing. And this is just more nonsense.

Scott Galloway 49:34 I, I don't ... J- just a ... I, I'm, um, I think that's a little bit unfair. I think SpaceX is, is extraordinary. And I do think Starlink's-

Kara Swisher 49:40 Well, great for Gwynne Shotwell, then. I give her all the credit.

Scott Galloway 49:42 Well, but he hired her. You gotta give him some credit.

Kara Swisher 49:44 Oh, fine. Whatever. Good. He's, uh ...

Scott Galloway 49:45 Grea- greatness is in the agency of others. And he manages to get great people.

Kara Swisher 49:47 That's great, but he's had enough credit for her work. I, I'm just feel like it's her now at this point.

Scott Galloway 49:51 Well, and, and I get credit for your work. I show up and press, press record, and you've done most of the hard work.

Kara Swisher 49:56 Uh, that's not true. You, you've, you've more than, uh, leveled up, let's just say.

Scott Galloway 50:01 Okay.

Kara Swisher 50:01 You've more than leveled.

Scott Galloway 50:02 Thank you for that.

Kara Swisher 50:02 He has not. He has not.

Scott Galloway 50:03 Thank you for that.

Kara Swisher 50:04 Um, anyway, um, uh, I know you're kind to him, but this is just ... Doing this kinda stuff means-

Scott Galloway 50:09 I wouldn't describe myself as kind to Elon Musk, but anyways.

Kara Swisher 50:11 Uh-huh. I know that. But what I'm saying, he, he, doing this kinda stuff tells me everything, which is like, it's crazy. "Can't tell you. Ooh, shh." I, that's why I haven't gotten him on.

Scott Galloway 50:19 Ooh. And then, and then Joe Rogan.

Kara Swisher 50:20 Feels like, oh ...

Scott Galloway 50:20 I mean, it's literally, like-

Kara Swisher 50:22 Is there more?

Scott Galloway 50:22 ... the biggest cock tease in the world that's not that attractive.

Kara Swisher 50:25 (laughs)

Scott Galloway 50:25 It's like, okay. Come on. Uh, it's like-

Kara Swisher 50:28 (laughs) Joe Ro- Oh, you mean you haven't delivered to us-

Scott Galloway 50:30 Really? What?

Kara Swisher 50:30 ... not 'cause you're incompetent, but because there's more.

Scott Galloway 50:34 Really?

Kara Swisher 50:34 Like ...

Scott Galloway 50:34 Wait, mRNA vaccines alter your DNA? Huh, that's super interes-

Kara Swisher 50:37 Yeah. Wow.

Scott Galloway 50:37 And no one's talking about it.

Kara Swisher 50:39 Whoa.

Scott Galloway 50:39 No one's talking about it.

Kara Swisher 50:40 Anyway. Ugh, whatever. What- I, I don't have a problem with Joe Rogan being as incredulous as he is. That's his brand. Anyway, uh, one more quick break. We'll be back for wins and fails.

Scott Galloway 50:53 Support for the show comes from Apple. Before the show was even a podcast, all I had was an idea. And once I had that, all I really needed to get started was a mic and a Mac. I have been starting businesses my whole life. One thing that has been static, a constant in all of my business, is Apple products. They just work. They send the right signal. Uh, it sounds sorta strange. But they make me feel good about myself and make me feel creative. But they have been just the foundation upon which I have built my businesses. No matter what you have an idea for, whether it's starting the business you've been dreaming of, a game-changing piece of tech or finally writing that book, go for it. You just need to get started. Your great ideas start on Mac. Find out more on apple.com/mac.

51:39 – 1:00:02

Wins and Fails

Kara Swisher 51:39 Okay, Scott. Let's hear some wins and fails. You go first.

Scott Galloway 51:43 Uh, so while we were sleeping, uh-

Kara Swisher 51:47 Mm-hmm.

Scott Galloway 51:47 ... Amazon struck a deal with OpenAI.

Kara Swisher 51:49 Yeah.

Scott Galloway 51:49 Their cloud arm signed a $38 billion deal with OpenAI.

Kara Swisher 51:52 Yeah, we mentioned that. Yeah. Mm-hmm.

Scott Galloway 51:54 And, uh, it, it matters because if you control the infrastructure and AI models, you sorta set the terms.

Kara Swisher 52:00 Mm-hmm.

Scott Galloway 52:00 And I do think this is, uh, uh, uh, you know. I, again, I think Amazon is on a roll here and about to bust out.

Kara Swisher 52:10 Mm-hmm.

Scott Galloway 52:10 Uh, my fail is pretty straightforward. Stop using children as human shields.

Kara Swisher 52:17 Yeah.

Scott Galloway 52:17 And, uh, this is just not ... You know, the, 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-

Kara Swisher 52:32 Yeah.

Scott Galloway 52:32 ... that is the worst insult you could make.

Kara Swisher 52:34 I would agree with you on that.

Scott Galloway 52:35 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, a 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 wanna be clear. Masculinity comes from men and women. It's also ... Uh, I won't get into gender. But it's, it's just so, it, it, it's so embarrassing that the world's most prosperous country has decided to engage in political warfare and use children as human shields.

Kara Swisher 53:23 Also, some of the misinformation about what people can buy on SNAP. They're quite strict, and there's work requirements.

Scott Galloway 53:27 Oh, God. Hair weaves and extensions.

Kara Swisher 53:29 Oh my God, stop it. You can, uh, you can, l- you can't even buy, like, a roasted chicken. Like you-

Scott Galloway 53:33 I don't think you can buy alcohol, can you?

Kara Swisher 53:35 I, I go to the store. I see what's, the SNAP stuff. It's all basics.

Scott Galloway 53:37 That's where I get my calories, is from-

Kara Swisher 53:39 Yes. You can't.

Scott Galloway 53:39 ... is from Modelo's.

Kara Swisher 53:40 Like, every congressman that does that, I literally wanna reach through the TV and throttle them. It's not true. It's not popsicles and hair weaves, folks. And which is also a, a version of racis- like, the way that ... The words they're using are so ridiculous. Um, there's a lot of th- this stuff in, in red states, white people, poor people. There's all kinds of poor people in this country that are gonna suffer. And they're not gonna eat. That's really what they're not gonna do. And so, the fact that it has to be made up for by charities and, uh, people's, uh, other pe- you know, people around the country when our government, we've paid into our government to pay for things like this. And it's worthwhile. And it is not being abused by people. And meanwhile, they have a Gatsby thing. Ugh. It just drives me crazy. You're 100% right. Thank you.

Scott Galloway 54:24 Do you have any wins and fails, Kara?

Kara Swisher 54:25 Yes, I do. Uh, my fail was the interview on 60 Minutes of, it was a really disappointing interview of Trump. Um, I, he, he lied. Uh, 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 (laughs) a very tough interview with Kamala Harris. I wish that Norah O'Donnell had shown up. Um, a- I wish Chris Wallace was there. I wish Bret Baier was there. He did a pretty tough one.

Scott Galloway 54:49 What happened to Chris Wallace? Chris, where are you?

Kara Swisher 54:51 Chris, he's working ... He's actually advising Paramount, oddly enough. I wish he would, had done the interview, honestly.

Scott Galloway 54:56 He's advising Paramount.

Kara Swisher 54:56 He did a really tough interview on Trump that was fair, too. Same ... Bret Baier did a pretty tough one, too. Um, and I don't often think that's the case with Chris Wallace.

Scott Galloway 55:03 I have newfound ... I told you I went to that Master the Universe weekend.

Kara Swisher 55:06 Yeah.

Scott Galloway 55:06 And Bret did a bunch of panels.

Kara Swisher 55:07 Yeah.

Scott Galloway 55:07 I think he is a very talented journalist.

Kara Swisher 55:10 He is. Yeah, yeah.

Scott Galloway 55:10 I, I didn't know him. I, uh, I was very impressed by him.

Kara Swisher 55:13 He's a nice guy. He's a very nice f- he's my mother's favorite, uh, Fox News personality.

Scott Galloway 55:17 Oh, really?

Kara Swisher 55:18 Uh, yes, indeed. She loves Bret Baier. Um-

Scott Galloway 55:19 He looks like the, the high school/college football star that got a 1400 on the SAT.

Kara Swisher 55:25 Oh. Does he? Yeah. Uh-

Scott Galloway 55:26 He looks like a scholar athlete. Anyways.

Kara Swisher 55:28 He likes to sing. That's all I know. He sings with John Wa-

Scott Galloway 55:30 He likes to sing?

Kara Swisher 55:31 He sings with Warner, uh, Mark Warner. The two of them sing together. It's weird.

Scott Galloway 55:34 Senator Warner likes to sing?

Kara Swisher 55:35 Yes. I was at a party and they s- the two of them broke out. And I literally was like, "I have to leave Washington."

Scott Galloway 55:39 I love Senator Warner.

Kara Swisher 55:41 I had, I was like, "I have to leave Washington immediately."

Scott Galloway 55:42 I love Senator ... If I could, if I could-If, if-

Kara Swisher 55:46 The two of them have kicked back a few, let's just say.

Scott Galloway 55:48 ... I could have anyone- If I could have anyone be president right now-

Kara Swisher 55:50 Yeah, he'd be good.

Scott Galloway 55:51 ... and installed-

Kara Swisher 55:52 Yeah.

Scott Galloway 55:52 ... and it wouldn't cause revolution because the right doesn't think he's crazy left-

Kara Swisher 55:55 Yeah.

Scott Galloway 55:55 ... it would be Senator Mark Warner.

Kara Swisher 55:57 Yeah, yeah. He's a, he's a great, he's a great guy. I had dinner with him recently. Um, but, uh-

Scott Galloway 56:02 You always have to one-up me.

Kara Swisher 56:03 I just tell him, yeah, I did.

Scott Galloway 56:04 You always have to one-up me.

Kara Swisher 56:04 He likes you. He talks about you all the time. He's like, "How's Scott? How's Scott?" You know.

Scott Galloway 56:08 There you go.

Kara Swisher 56:08 I like him, too. Anyway, he and Bret Baier 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'm, uh, it was embarrassing actually, for 60 Minutes. Uh, and it... Like, get some better, better questions. I think Norah certainly could have handled it, but didn't, uh, in this case, um, and let Trump go on and on and on.

Scott Galloway 56:26 I liked her episode with Peter Attia, where they, we got to see how long-

Kara Swisher 56:29 Oh, did you have fun. Yeah.

Scott Galloway 56:29 ... she could do a free hang. Mm-hmm.

Kara Swisher 56:31 Yeah, she's in good shape.

Scott Galloway 56:31 She is in good shape.

Kara Swisher 56:32 Anyway, um, uh, my win, of course, is Scott Galloway. Let's bring him-

Scott Galloway 56:37 God!

Kara Swisher 56:37 ... to the top of the bestseller-

Scott Galloway 56:39 You've been so supportive.

Kara Swisher 56:40 I have. What is wrong with you?

Scott Galloway 56:40 I think you're missing-

Kara Swisher 56:41 Why wouldn't I be? Would you not be supportive?

Scott Galloway 56:43 No, I literally think you're missing having boys around. You've been like this supportive, loving person.

Kara Swisher 56:48 No, I have plenty of children to support. My children are very demanding in many ways, also.

Scott Galloway 56:51 Oh, my god. It's so, it's embarrassing. I do not take compliments well.

Kara Swisher 56:54 I know you don't, just take it. Happy birthday, first of all.

Scott Galloway 56:57 God.

Kara Swisher 56:57 I know you don't like it, but I'm happy it's your birthday. I'm glad you're still here.

Scott Galloway 57:01 51. It hurts. 51.

Kara Swisher 57:02 Let's just, let's just say. Um, don't worry, I will feed you soft foods-

Scott Galloway 57:05 Thank God for the scrotum lift.

Kara Swisher 57:06 When you get 92, I'll be feeding you soft foods. Don't worry.

Scott Galloway 57:10 (laughs) We're gonna be like... Do you know those guys from, from Veep at the end when they're showing them later in life?

Kara Swisher 57:16 Yeah.

Scott Galloway 57:16 And that guy is so foul and rude to his intern.

Kara Swisher 57:19 Yeah.

Scott Galloway 57:20 And his in- and then he's pushing his intern around in a wheelchair and just insulting him.

Kara Swisher 57:24 Yes. Yes, yes, exactly.

Scott Galloway 57:25 That's gonna be you pushing me around.

Kara Swisher 57:26 Yes, I am gonna do that. Anyway, I hope you get to the top of the list. I'm very excited for-

Scott Galloway 57:30 I appreciate that. Thank you.

Kara Swisher 57:31 ... a tour that's coming up. Um, and we wanna hear from you. Send us your questions about business, tech, or whatever's on your mind. Go to nymag.com/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 his new book, Notes on Being a Man.

Scott Galloway 57:51 Oh, here we go.

Kara Swisher 57:51 And he talked-

Scott Galloway 57:51 Not enough Scott. We don't have enough Scott here.

Kara Swisher 57:54 I know, was- We don't. This, listen, we have our show. We can use it to talk about ourselves-

Scott Galloway 57:57 Thank you.

Kara Swisher 57:57 ... and our, our work. It's a very good book. Anyway, you talked, um, very candidly about your father, like you did on The View. I don't think you weeped, but let's listen to a clip.

Scott Galloway 58:07 For 10 years, the last 20 years of his life, whenever we'd 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."

Kara Swisher 58:17 Yeah.

Scott Galloway 58:17 "I don't need it at 38." But le- 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.

Kara Swisher 58:30 Mm-hmm.

Scott Galloway 58:30 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.

Kara Swisher 58:39 That was a very nice thing. I asked you what good thing, because you talked a lot about the deficits that you face.

Scott Galloway 58:44 Mm-hmm.

Kara Swisher 58:44 But I thought it was important to point out the good things. That was a good thing.

Scott Galloway 58:47 Well, this is, this is gonna be shocking to our viewers, you're actually a, a, you know, a decent, a decent kind of mediocre, maybe good interviewer.

Kara Swisher 58:54 (laughs)

Scott Galloway 58:54 You're actually okay. You're a, you- you know, you're getting there.

Kara Swisher 58:57 I heard people tell me that.

Scott Galloway 58:57 You're getting there.

Kara Swisher 58:58 I've been told. I've been told.

Scott Galloway 58:59 You're getting there. Not bad.

Kara Swisher 59:00 Yeah, thank you.

Scott Galloway 59:01 Not bad.

Kara Swisher 59:01 Thank you. It was a good interview, and he-

Scott Galloway 59:03 (laughs) He said good try.

Kara Swisher 59:03 You're gonna see a lot of Scott, but that's the one you should pay attention to. Anyway, uh, 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.

Scott Galloway 59:16 (laughs)

Kara Swisher 59:16 We're gonna run out of things to talk about.

Scott Galloway 59:17 There we go.

Kara Swisher 59:18 Uh, we're gonna, we're gonna be coming there in, in Elon's flying car, obviously.

Scott Galloway 59:23 Mm-hmm.

Kara Swisher 59:23 Uh, and, and maybe we will, uh, have the robovan in one place or something like that. Anyway, Scott, read us out.

Scott Galloway 59:31 Today's show was produced by Laura Neiman: Zoe Marcus Taylor Griffin and Christine Driscoll. Aaliyah Jackson engineered this episode. Jim Mackel edited the video. Thanks also to Drew Burrows, Miss Averie, Dan Shalon, and Kate Gallagher. Nishant Karwai is 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/pod. We'll be back later this week for another breakdown of all things tech and business.

Episode duration: 1:00:02

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