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How Trump Is “Workshopping” His Iran War Plan | Pivot

Kara and Scott break down the war in Iran — what Trump’s endgame could be, and how the conflict may impact oil prices, financial markets, and the global economy. Then, the Trump administration bans Anthropic, and OpenAI makes a deal with the Pentagon. Plus, Netflix emerges as a winner after walking away from the Warner Bros. deal. #pivot #podcast #karaswisher #scottgalloway #iran #anthropic #openai #netflix #warnerbros 00:00 Intro 04:45 Iran War 34:20 Trump v. Anthropic 45:26 Netflix Wins 58:43 Wins and Fails Producers: Lara Naaman Zoë Marcus Taylor Griffin Video Producer: Jim Mackil Vox Media's Executive Producer of Podcasts: Nishat Kurwa Subscribe to Pivot on Apple Podcasts: https://podcasts.apple.com/us/podcast/pivot/id1073226719 Subscribe to Pivot on Spotify: https://open.spotify.com/show/4MU3RFGELZxPT9XHVwTNPR Follow us on Instagram and Threads at: https://www.instagram.com/pivotpodcastofficial/ Follow us on TikTok: https://www.tiktok.com/@PIVOTPODCAST Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com

Kara SwisherhostScott Gallowayhost
Mar 3, 20261h 7mWatch on YouTube ↗

EVERY SPOKEN WORD

  1. 0:004:45

    Intro

    1. KS

      He really doesn't seem to have a plan, and he's the president, right?

    2. SG

      He'll call you and ask you for your plan in about half an hour. [chuckles]

    3. KS

      He's going to. [upbeat music] Hi, everyone. This is Pivot from New York Magazine and the Vox Media Podcast Network. I'm Kara Swisher.

    4. SG

      And I'm Scott Galloway.

    5. KS

      So I just flew in from San Francisco, and boy, are my arms tired.

    6. SG

      I've heard that joke before.

    7. KS

      [chuckles] I know. I, I don't know why I keep doing the, the night flights things. I just keep... I think I'm getting too old for it. Um, but I had... As you can hear, everybody, I have a cold, and I actually was there to interview Gavin Newsom, uh, for his book, uh, Young Man in a Hurry, uh, which is now, I guess, Old Man in a Hurry. Um, and, uh, and so I, I went in to do that, and it was actually a fantastic interview. We'll talk about it.

    8. SG

      Yeah, it's got a lot of news.

    9. KS

      Yeah, I did. I made a lot. I'm a newsmaker, my friend. I make you-

    10. SG

      And I-- Just, just to be clear, to give you insight into our relationship.

    11. KS

      What?

    12. SG

      He-- There was a... Someone put out a thing saying that he was in support of-- he changed his tone or he's in support of regime change, and I wrote "smart," and you berated me.

    13. KS

      [laughs] I did.

    14. SG

      So why don't you give us what-

    15. KS

      Not publicly. We're gonna talk about it. We're gonna... We're... Let's, let's-

    16. SG

      Oh, yeah?

    17. KS

      We-we'll get into it.

    18. SG

      Okay.

    19. KS

      I didn't berate you. It just was inaccurately depicting the interview I had just done. But-

    20. SG

      Because I wrote, because I wrote the word smart?

    21. KS

      No, because you were tweeting an inaccurate report. That's all. That-

    22. SG

      What was the... Who, who put out the inaccurate report?

    23. KS

      [chuckles] I don't know. It just was weird. It was weird because it was so not what he said. Um, and so it just annoys me. It just annoys me. I mean, I definitely def-definitely made a lot of news in that interview. Um, by the way, we talked, we talked a lot a-about his book, which was interesting. Um, we'll get to the w-

    24. SG

      But he's definitely not running for president because no president-

    25. KS

      Oh, he-

    26. SG

      ... ever puts out a book before they run for president.

    27. KS

      [chuckles] I know. Well, no, he kept saying that he wasn't sure. It was really funny. And then right afterwards-

    28. SG

      Oh.

    29. KS

      Um, it's actually... I like the book. It's gotten some bad reviews, but I think they've just decided who he is and are b- are reviewing it based on sort of that unctuous, toady, slick image versus a lot of stuff that he's done that's brave. He's a very complex person like yourself, Scott Galloway.

    30. SG

      I've heard it's, I've heard it's actually pretty authentic.

  2. 4:4534:20

    Iran War

    1. KS

      Um, President Trump says the US military intends to continue its assault on Iran for four to five weeks if necessary. Um, he keeps changing his tune. We'll get to that in a second. The US and Israel began strikes on Saturday, killing Iran's supreme leader, the Ayatollah, as well as several senior officials. Trump has justified the attack on Iran, which did not receive congressional approval, by citing, quote, "imminent threats," though he had not provided evidence, and it looks like he doesn't have any. Iran is retaliating all over the place with missiles and drones targeting Israel, the US bases in Gulf countries, Dubai, all manner of, of places. Four American service members have been killed, and Trump says there will likely be more, but, quote, "That's the way it is." Uh, kind of a callous way to put it. Um, three US jets were also shot down in a friendly fire incident over Kuwait. The crew members got out safely, thank goodness. These are ninety-million-dollar jets, so that's two hundred and seventy million dollars. Uh, Trump has justified the attack on Iran, which did not receive congressional approval, by citing imminent threats, though he has not provided evidence, and, and many, many people who have been briefed on it, including Republicans, said there wasn't evidence of that. That said, a lot of people are celebrating the death of the Ayatollah. Um, Defense Secretary Pete Hegseth held a presser, uh, a little while ago. He said thisUh, is not so-called regime change war, but a regime sure did change. Not clear of either of them is true, 'cause Trump has talked about regime change, and it doesn't appear as the regime has changed. Hegseth was also, uh, asked about the timeline. Let's listen to what he said, if we can hear him directly.

    2. SP

      To the media outlets and political left screaming endless wars, stop. This is not Iraq. This is not endless. I was there for both. Our generation knows better, and so does this president. He called the last twenty years of nation-building wars dumb, and he's right. This is the opposite.

    3. KS

      Well, it's nice to hear from a Stoke Boath model who doesn't know what he's talking about. But I also want to note about this, uh, interview I did with California Governor Gavin Newsom over the weekend for the latest episode of On with Kara Swisher. Um, it's really interesting because one of the issues was all the misinformation, uh, online. It was really quite... It wasn't just something you tweeted, but it was all over the place, misreporting where he stands on all this. Let's listen to what he told me, and this was just a small piece of it because he went on for a while decrying Donald Trump's action. Let's go.

    4. SP

      And that's Donald Trump, the chaos president, this wrecking ball president across the board. Destruction is not strength. And once again, we've seen him destroy not our, not only our allies in relationship to the rest of the world, but we're seeing him destroy any capacity to explain fundamentally what the core American interest is at this moment to declare war, to go to war with a regime. And all of this is playing out in real time.

    5. KS

      Um, Newsom posted on X over the weekend, "The corrupt and repressive Iranian regime must never have nuclear weapons. Leadership of Iran must go, but that doesn't justify the President of the United States engaging in illegal, dangerous war." Very similar to what, uh, Senator Warner said. All, all the senators pretty much said, "This guy deserved to die," and at the same time, "This seems like a chaotic mess." Um, let's, let's talk about, a little bit about it and, and especially the economic impact. Uh, the, the fighting has effectively shut down the Strait of Hormuz, which carries one-fifth of the world's oil supply. As it's recording, oil prices are up about seven percent. Gas futures jumped as much as nine percent. Uh, spike in energy prices, supply chain strain, broader ripple effects across the global economy, especially because of the uncertainty. And the last thing I would note, um, uh, is the-- And, and it's interesting because Trump does respond to this, is that, um, there's much reporting, including in The Washington Post, um, about how he, he was convinced to do it through, uh, Mohammed bin Salman and Benjamin Netanyahu, and even J.D. Vance and General Caine did not want to do this, but here we are. So what do you... W- talk a little bit about the, where it's going to go from here and your thoughts.

    6. SG

      Well, the, the honest answer is I have no idea, uh, or I, I have a, a vision for where you hope it goes. But I'm sympathetic to Governors Newsom and Senator Warner, the notion that we're going to end up... After Trump is gone, we have to be thoughtful about how we improve the tensile strength of our democracy by stopping the slow but steady leak of power from Congress, which is the people, to the president under the auspices or cold comfort that they will stick to certain norms. Because effectively, a president should not be able... Military action you can maybe justify, but this is war, and I am sympathetic to the-

    7. KS

      He used the word war. Oh, go ahead.

    8. SG

      Pardon?

    9. KS

      He used the word war.

    10. SG

      I know. This is war.

    11. KS

      Yeah.

    12. SG

      It is war, and I'm sympathetic to the notion that the reason we have five hundred and thirty-five members of Congress representing, you know, two, two per state in the Senate and one for every seven hundred and fifty thousand people is the American people are supposed to have a say. But Democrats, at seven percent, are actually in favor of this. So there's gonna need to be... The best thing we could do coming out, or one of the best things, I think, coming out of the Trump administration, and this highlights that, is to have structural reform around gerrymandering, Citizens United, and that Congress has to be involved or briefed or that we have to go back to this notion where co- only Congress can decide if in fact we go to, we go to war. Now, where could this go? As you know, I'm in favor, loosely speaking, around this action because I always like to my s- ask, like to ask myself what could go right.

    13. KS

      Mm-hmm.

    14. SG

      Iran is ninety million people, sits on the second-largest natural gas reserves, the third-largest oil reserves, incredible science, incredible universities, incredible entrepreneurial spirit, actually quite a non-secular, um-

    15. KS

      It was, that's for sure

    16. SG

      ... non-secu- Well, I would argue it's... Anyways, not, fairly non-secular, a lot less anti-West than people have been led to believe by what I think is one of the most oppressive, brutal regimes in history. So what could go right? You could have one of the largest economies in the Middle East become more pro-West. It's been punching below its weight class for twenty or thirty years now because of poor technology and sanctions. You could immediately see it, uh, come up and be an economic power that is pro-West, pro-trading, pro-capitalist. What effectively might be the low-- one of the biggest tax cuts in history if you didn't, if you saw more consistent flows of oil and technology and a great trading partner. I actually think Europe would be the biggest beneficiary and turn what has been the primary agent of chaos and terror in an unstable region-

    17. KS

      Absolutely

    18. SG

      ... into something resembling, I don't even call it pro-West, but neutral West. So I think there's a lot that could go right here, and I think the risk assessment provided to the president, in my view, had a lot of asymmetric upside. Now, having said that, what they missed here was part of the Powell Doctrine, and that is you have to have clearly articulated objectives.

    19. KS

      Or plans for next beyond the bomb.

    20. SG

      Well, they haven't. They... And, and to your point, they just haven't been able to articulate in the last twenty-four hoursWhat is the off-ramp and the objective here? Is it regime change? Is it a more friendly regime? Is it... I mean, what exactly-

    21. KS

      Is the plan?

    22. SG

      And now that you're not gonna get this notion that all of a sudden we're gonna provide air cover, and the Iranian people are gonna rise up and overtake 150,000 members of the IRGC who are deeply integrated into-

    23. KS

      They have outside plans. There's some great reporting on this, by the way, by, uh, by legitimate news organizations. They have ha- They have contingency plans in place for what happens if the ayatollah dies, and they're carrying them out.

    24. SG

      But, but we... Okay. But i-in Syria, Libya, Iraq, uh, these were autocracies with a central figurehead. The IRGC is very deeply embedded into the economy.

    25. KS

      Yes. Yeah.

    26. SG

      So when your mortgage and your salary's [chuckles] being paid by the IRGC, it's not like, oh, okay, the top guy, Assad, is gone, and boom, it's, it's a new administration.

    27. KS

      Right.

    28. SG

      So there's a lot about the ground game. There's a lot about intelligence assets, and if they had said, "We are going to," for example, a potential off-ramp, "We're gonna neuter their navy, we're gonna diminish their air defense capabilities, we're gonna make sure for sure there is absolutely no ability to create or enrich nuclear stockpiles, and then we're gonna leave it up to the Iranian people," that's technically an off-ramp. But I have seen in the last 24 hours them talk about regime change. No, this isn't regime change, so they haven't been able to articulate what is next.

    29. KS

      Well, I don't, I don't believe they thought about it. And I mean, one of the things that a lot of people are pointing out is, is the involvement of Netanyahu and, uh, the head of Saudi Arabia, who publicly had said he was against this but privately was quite for it and pressing for it. The linkage between the corruption with the Trump family and this coin-operated presidency [chuckles] that I talk about all the time is really very clear because most... Uh, I would say they're c- trying to come up with a story after the fact. Oh, it hasn't worked. It isn't an endless war, although it feels kind of like an endless war. It feels very Bushian, right? Did... You, you definitely had echoes of that. It feel... He... I think he thought it was gonna be like Venezuela, right? That it was like, just take that guy out. And by the way, he's in business with the Maduro administration. He didn't regime change that place at all, like speaking of regime change.

    30. SG

      This is much more complicated.

  3. 34:2045:26

    Trump v. Anthropic

    1. KS

      back. President Trump ordered federal agencies to stop using Anthropic after it did not come, uh, to a deal with the Pentagon on safety. The Defense Department will phase out the use of Anthropic products over the next six months, which will, I will tell you, hurt national security. Anthropic plans to challenge the supply chain designation in court. Good for them. When it comes to the App Store, Anthropic is winning. Claude is the number one spot in the Apple's free apps as we tape. Anthropic also faced a major outage on Monday, with the company saying it's been dealing with, quote, "unprecedented demand." Uh, meanwhile, OpenAI, of course, Sam, ever the opportunist, OpenAI's Sam Altman reached an agreement with the Pentagon. The company claims it found a way to ensure its technologies would adhere to its safety principles by installing technical guardrails. However, when Sam Altman was asked on S whether he worried about there'd be future disputes with the Pentagon over what's legal, he responded, "Yes, I am." Oh my God, Sam, I gotta tell you, you need to stop talking. A former Trump official called the Anthropic order attempted corporate murder. Um, it's, uh, it's the backdrop of OpenAI raising a hundred and ten billion in its latest funding round, including fifty billion dollars from Amazon and thirty billion dollars from both Nvidia and SoftBank, and these continue round-tripping kind of deals. Um, I, I, I, I read a lot this weekend about this, and one of the people involved was a guy named Emil Michael, who used to be a, an executive at Uber, who was possibly one of the most bullying and awful executives and full of all manner of, um, bad behaviors. Uh, when there, I, I-- he left the company, we wrote some stories of a thing he was involved in that was just so, um, not a good behavior, I would say. Um, I have spent time with him. He's a-- he, he was the one that was, was, was negotiating this. Uh, not a surprise. Um, he kept calling Dario Amodei from Anthropic godlike. God, he thinks he's God or whatever. I-I've never met anyone who thinks he's God more than Emil Michael, and he's usually a toady to more powerful people, and in this case, Pete Hegseth. Um, anyway, uh, it seems a ridiculous overreach on the behalf of government. Probably Anthropic will win. I think it probably will benefit from this, as you've noted many times. Uh, any more thoughts on this? I don't think we're any safer as a people for having done this.

    2. SG

      I don't-- I think what people miss is that over the last twelve months, out of twenty-three markets, we're the twenty-first best performing or the third worst.

    3. KS

      Yep.

    4. SG

      And what has changed? We've had incredible innovation-

    5. KS

      The Dow is up fifty thousand. Scott. Sorry.

    6. SG

      We've had inc-- We still have incredible innovation. We dominate the most tectonic shift in technology. The thing that's changingis I believe we're experiencing a rotation out of US stocks and a compression of multiples, and the reason why is the following. The underpinnings of why so much capital flows into the US from every other market in the world is our incredible IP developed mostly through funding of research at universities, an incredibly risk-aggressive culture based on immigrants who take huge risks to get here, um, uh, and also I think more than anything probably it-- or chicken and egg, it attracts the deepest pools of capital in history. There's five million dollars in venture capital for every startup in the US. There's only one million for every startup in Europe. Anthropic started six years ago. If it was in Europe, it'd be one of the mo- ten most valuable companies. But when governments start selectively punishing and rewarding companies based on political favoritism, that capital gets scared and starts withdrawing because why do you invest in OpenAI or Anthropic if you don't know who you're waking up next to in terms of its ability to raise capital based on the blood sugar level of whoever's president? So this is not only the wrong thing to do and makes us feel less safe and is probably illegal, it's gonna hit your four zero one K, folks, and even in places like the Gulf that are run by autocracies, they have a real respect for systemic laws in the market because they recognize the moment they start fucking with companies based on their own who's in or out of political favor-

    7. KS

      It's Russia

    8. SG

      ... uh, th-it, it-- which has no stock market because nobody wants to invest and then find out the CEO got a call from the wrong person or pissed-- got on the wrong list and is all of a sudden out of business. So even in China, people, uh, I think they learned their less-lesson a little bit with Didi, where they got angry at Didi and basically crushed Didi. They're now, you know, they have a lot of respect for, for essentially govern, uh, regulatory bodies, consistent application of rule of law, trying not to play favorites. So this will-- the immediate reaction will be, "Okay, they're wrong. This is illegal. Fine." And also from a commercial standpoint, I've been saying for the last year that someone has an incredible commercial opportunity to say, "Enough."

    9. KS

      Right.

    10. SG

      "We're the good guys. We do not buy into this. If this, if this costs us money in the short term, fine, but the very American values that gave us so much opportunity are under attack, and we're just not down with it." And I'm don-- I don't know if you remember me saying this. I said six months ago, the biggest opportunity for, for Nike, which is trading at a ten-year low, was to run a bunch of ads saying, "W-we're about American values, and th- what's going on here is wrong." What's interesting is the corp-corporate America needed a hero, and it looks like it's Dario.

    11. KS

      I know. It's interesting.

    12. SG

      And what's really interesting here is I think in, and it's finally happening, they're shaping up to be Joe Frazier and Muhammad Ali here, and I think that Dario's being very smart, and I think it's up to us in the media or progressive, progressives, and I'm obviously stitching this into the resistance and unsubscribe thinking, I think it's time to start figuring out if there's a way to be more commercially supportive of Anthropic and less supportive of OpenAI. Basically, OpenAI has decided to enable and be complicit in the Trump administration's efforts, and Dario and Anthropic have said, "No, we're n- we're not going along here. We're not gonna be intimidated." This is, uh, quite frankly, Kara, I have been waiting for this matchup for a year. [chuckles]

    13. KS

      I know. Yeah, I know you have. Let me say, I don't, I don't know Dario Amodei. I don't actually, and he might be arrogant, which is in line with most people in tech. That may be true. But I, I do know Emil Michael, uh, who has been-- who did negotiate this, and I do know David Sacks, and both of them are Aryan operators, ceaseless bullies, um, and, and unctuous toadies to the powerful, uh, in my experience of covering them. Um, S-Sam Altman is much-- a little more complex, but he's a gifted opportunist, which doesn't make him that different from anybody in Silicon Valley, um, and is-- has, has made his, has made his choice here, right? That's he wants the business. And so I, I-- it's a really-- Knowing the characters involved here, and then on the top of it, you have an idiot like, a, a moron like, uh, Pete Hegseth, who doesn't know what's happening, communicating to someone he-- who's even more moronic on these issues, which is Donald Trump, who I, I think just-- I suspect Sacks is whispering in his ear and Emil Michael's whispering in Hegseth's ear, and this is all a, a Silicon Valley beef, right? Between and among these people. Emil was, was let-- was-- had to leave Uber under very, um, not great circumstances, uh, was pushed out. Um, I think all these people is payback for other peop-- It's just there's a lot of Silicon Valley drama happening here, and I don't know Dario Amodei. I don't. I don't. I really don't. It's unusual that I don't, and I've asked for interviews with him. I-- He has not agreed to do an interview with me. Uh, thanks, Chris, uh, Nelty. Um, but I, I do th-- A-and he did a very good interview with CBS News actually, um, which I thought was interesting.

    14. SG

      He handled himself really well there.

    15. KS

      He handled himself really well. Um-

    16. SG

      He, he, he starched his hat white in that interview.

    17. KS

      Yeah, it was a good interview. Um, but one of the things that I know is the people on the other side [chuckles] of him are very, uh, people I covered for years who are just not good, uh, not, not, um... How can I say this nicely? Uh, they're, they're the worst I-- of, of the people I had to cover over the many years. I have to say, they're m-literally the worst. And, uh, and to, and to see them in these positions of power is making these decisions and hurting a company that just doesn't wanna do business with them. And actually, Michael tweeted out against Amodei w-weeks ago. You know, it's so unprofessional as a government. Like, it's so-- It's such based in beefs that were happening elsewhere. And Emil, I'm really s-- I had ended up having drinks with him after he was sort of drummed out of Uber, and he, he said something to me. It was so strange. He goes, "Well, I'm so glad we can be friends." And I remember saying to him, "We're not friends. I think what you did there is terrible. I don't know what-- where you operate, but, uh, let him just do what he wants and don't, don't bring your stupid,Insecure beefs out on the thing, and it will benefit Anthropic. It will. I think he, I think he's handling himself, and he may be arrogant. He may have a god complex. I don't know. I don't know. But he's certainly not like these people, and in that case, the bar is low. I've had my say. Um

    18. SG

      I think it's a big opportunity. I think-

    19. KS

      Opportunity

    20. SG

      ... I think Americans and consumers are so ready to vote with-

    21. KS

      Yep

    22. SG

      ... their pocketbooks, and Sam, I don't think Sam has acquitted himself well. Um, I'm not gonna have advertising. We would never do porn. Well, uh, I need to raise money. Nevermind. And the largest customer in the world, which is the US government, needs to have a series of systemic laws that don't, that these are the rules you get to play by and full stop. Everyone is entitled to and obligated to the same set of rules, not who, who you like or who you don't like, and which kinda leads into our next story, which is Netflix and Paramount.

    23. KS

      Right. Netflix. Speaking of that, Scott, let's take a quick break. When we come back, Netflix emerges as a winner after losing the Warner Brothers battle.

    24. SG

      [gentle music] Support for the show comes from Vanta. If you're a business owner, you're not imagining things. Risk and regulation are on the rise, and customers now want proof of security before they commit. Earning that trust is critical to closing deals, but it's often costly, complex, and time intensive. Vanta says that's the challenge they've designed to solve. Vanta automates your compliance process to bring compliance, risk, and customer trust together in one AI-powered platform. They automate the process of achieving and maintaining compliance with over thirty-five security and privacy frameworks, including SOC 2, ISO 27001, and HIPAA. This helps companies get compliant fast and remain compliant, opening doors to next-level growth opportunities and freeing up valuable time. So if you're tired of sifting through old audits and spreadsheets, you can get a system that's always working in the background, keeping you compliant, reducing risk, and helping your business scale fast with confidence. Vanta says that companies including Ramp and Rider spend eighty-two percent less time on audits with Vanta. That's not just faster compliance, it's more time for growth. You can get started at vanta.com/pivot. That's V-A-N-T-A.com/pivot, vanta.com/pivot.

    25. KS

      [gentle music] Scott, we're back. Netflix

  4. 45:2658:43

    Netflix Wins

    1. KS

      may have lost the battle for Warner Brothers, but it's looking like a winner. The company's stock surged fourteen percent when it formally exited the bidding war. It also now has two point eight billion dollars in the bank after Paramount paid the Warner Brothers breakup fee. When asked, the plan all along was to saddle Paramount with debt, drive up the price, and walk away with more money. Ted Sarandos said, "There are easier ways to make two point eight billion dollars." Very funny. He's also trashing it so beautifully. I have to say, what a pro, the way, like, it's ridiculously expensive. He's dropping all sorts of bone modes in the, that Bloomberg interview he did. Um, I'm hoping to do an interview with him relatively soon. He noted that Paramount deal is dependent on cost-cutting, leading to less production, less people working. He's a hundred percent right. On the Paramount front, CEO David Ellison, who got strafed by Barry Diller as a stunt pilot in a speech, another thing, just announced that Paramount Plus and HBO Max will be combined into one streaming service. He also said there would be a lot less, uh, I think a, a lot of cuts, six billion dollars in cuts, that he can quickly de-leverage it. Nobody believes him or thinks he's capable of doing it. Uh, Sarandos had talked more about sixteen billion. Let me just tell you, Hollywood, uh, look out below. This is, this is... Look, I, I don't think Ellison means to be incorrect, but he is incorrect about what's about to happen here because the pressures on this much debt... I talked to, as you know, Bill Cohen when, 'cause you weren't around last weekend, but this much debt is enormous amounts of debt. It's like crazy. They don't have enough, um, income to-- They have ve-barely enough income, so they can't grow. They have to cut. There's gonna be, there's obvious duplication that they will cut, but even more than that, anything they say at this point is just absolutely untrue. [chuckles] It's just-- And I, again, I don't think they mean it that way. I think they believe it, that they can, you know, turn, um, shit into a, a, into a chicken, shit into chicken salad. But, uh, most smart math m-math people don't think they can do it, especially with competitors like Netflix breathing down and YouTube breathing down their neck. Your thoughts?

    2. SG

      Well, I, I think I've been consistent on this.

    3. KS

      You have.

    4. SG

      The biggest losers are the creative community.

    5. KS

      Yeah.

    6. SG

      They don't realize it. I don't know, half a million of them just got lined up and shot.

    7. KS

      Yeah.

    8. SG

      I mean, they're, they're-- The amount of AI slop we're gonna see come out of Paramount and Warner trying to pass for, you know, g-great breakthrough content, it's just gonna be... Uh, like I said, you know, in space, no one can hear you scream. Oh, trust me, you're gonna hear a lot of people scream. [chuckles] And the biggest winner, hands down, um... And I told Ted this. I said, "I, I, if you walk from this, you realize your stock's gonna go up ten percent." I was wrong. In the last five days, the stock's up thirty percent.

    9. KS

      Yeah, back to other levels. Yeah.

    10. SG

      Okay. So le-let's look at it this way. They s- quote, unquote, "technically" save a hundred and twenty billion dollars by not acquiring it, and their stock's up a hundred billion. Kara, they could go buy Disney right now-

    11. KS

      Yeah

    12. SG

      ... for walking from Warner Brothers. So and if I were them, and I was Ted, and I'd be pissed off, I'd be firing up my lobbyists and my lawyers, and I'd be like, "Delay an obvious... Make it create so much havoc for this deal to close." And by the way, every studio, every creative, they're all gonna wanna go to work for one place. Okay, do I want-- If I'm pitching, I just had my, uh, latest book optioned for a series and for a documentary, which means absolutely nothing I've figured out in Hollywood.

    13. KS

      Your Man Doc- Your Notes on Being a Man?

    14. SG

      Yeah, for-

    15. KS

      Oh

    16. SG

      ... an original scripted series and a documentary.

    17. KS

      Wow.

    18. SG

      Anyways.

    19. KS

      Wow.

    20. SG

      Think of it as an R-rated Wonder Years is how I-

    21. KS

      I've been pitching it.

    22. SG

      ... I'm pitching it.

    23. KS

      Who's playing me?

    24. SG

      [laughs] Hervé Villechaize. [laughs]

    25. KS

      [laughs] Very funny.

    26. SG

      Uh, uh, Hervé Villechaize in a little tiny Subaru-

    27. KS

      Chalamet. I see Chalamet playing me

    28. SG

      ... with a, with a, with a puppy German shepherd.

    29. KS

      No, Chalamet could work. He looks like a teenage boy too.

    30. SG

      Anyways, uh [laughs] So w- these guys, the amount of money, um... Let me put it this way. Say, say you're in the creative community and you have the hottest script or you're the hottest actor, and you have offers from, from the Paramount Studio, from Warner, or for Netflix, who you absolutely gonna pick?

  5. 58:431:07:30

    Wins and Fails

    1. KS

      [whoosh] Okay, Scott, let's hear some wins and fails. What-- I can go first if you'd like.

    2. SG

      Go first.

    3. KS

      I have to say [laughs] I, I, uh, we talked, I talked too much about Idina Menzel, but I thought Connor Story did a great job, uh, on SNL this week. I usually fall out-

    4. SG

      Oh my God, that's my win.

    5. KS

      What? What?

    6. SG

      That's my win.

    7. KS

      Okay, you take it. You take it. You take it. Let's discuss it. Go ahead. Go ahead, take it.

    8. SG

      I feel that SNL thread, uh, my win was SNL. I thought they thread the needle perfectly.

    9. KS

      This week.

    10. SG

      They-

    11. KS

      Yeah, not every week. Yeah

    12. SG

      ... they, they honored the women's team.

    13. KS

      Yeah.

    14. SG

      But at the same time, I think it's bullshit all the shit the men have taken.

    15. KS

      Yeah. They did a good job.

    16. SG

      I think for them to-- Wouldn't it have been great if you listen to the video, this was President Trump taking everyone back to the '50s and mocking women.

    17. KS

      Right.

    18. SG

      That is not what we need. We need a more evolved sense of masculinity that celebrates great athletic performance. By the way, eight of twelve medals from the women. The goal, uh, uh, the, the overtime goal the, in my opinion, one of the great moments in sports history of the women's hockey team.

    19. KS

      Right.

    20. SG

      They threaded the needle perfectly because I do think the men got more shit than they deserved. I, I, uh-

    21. KS

      Well, they got, they got invaded by Kash Patel. Let's blame Kash Patel here.

    22. SG

      That's exactly right.

    23. KS

      That's right.

    24. SG

      But that-- What are they gonna do? What are they gonna do?

    25. KS

      I, I agree.

    26. SG

      I mean-

    27. KS

      I agree. I agree

    28. SG

      ... anyways, and if you listen to the tape when, when, uh, Trump made those wildly sexist remarks, there were one or two men's hockey players saying, "Two for two." They were trying to acknowledge that both the men's and the women's team.

    29. KS

      Mm-hmm.

    30. SG

      And SNL did it perfectly.

Episode duration: 1:07:30

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