Nvidia Earnings Show AI Bubble Isn’t Popping… Yet | Pivot

Kara and Scott discuss Nvidia’s latest earnings report, Meta’s major antitrust victory, and President Trump signing the bill to release the Epstein files. Then, Elon Musk makes a White House appearance, Trump defends Saudi Prince Mohammed Bin Salman, and the deadline for Warner Bros. Discovery bids arrives. Timestamps: 0:00 Intro 1:06 Nvidia’s Blockbuster Earnings 10:23 Meta Monopoly Verdict 16:22 Trump Signs Epstein Files Bill 32:03 Musk Back in Politics 32:16 U.S.-Saudi Diplomacy and Dealmaking 40:13 Warner Bros. Discovery Bids 01:00:47 Predictions Producers: Lara Naaman Zoë Marcus Taylor Griffin Video Producer: Manolo Moreno 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

Scott GallowayhostKara Swisherhost

Nov 21, 20251h 6mWatch on YouTube ↗

EPISODE INFO

Released: November 21, 2025
Duration: 1h 6m
Channel: Pivot
Watch on YouTube: ▶ Open ↗

EPISODE DESCRIPTION

Kara and Scott discuss Nvidia’s latest earnings report, Meta’s major antitrust victory, and President Trump signing the bill to release the Epstein files. Then, Elon Musk makes a White House appearance, Trump defends Saudi Prince Mohammed Bin Salman, and the deadline for Warner Bros. Discovery bids arrives. Timestamps: 0:00 Intro 1:06 Nvidia’s Blockbuster Earnings 10:23 Meta Monopoly Verdict 16:22 Trump Signs Epstein Files Bill 32:03 Musk Back in Politics 32:16 U.S.-Saudi Diplomacy and Dealmaking 40:13 Warner Bros. Discovery Bids 01:00:47 Predictions Producers: Lara Naaman Zoë Marcus Taylor Griffin Video Producer: Manolo Moreno 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

SPEAKERS

Scott Galloway
host
Kara Swisher
host
Narrator
other

EPISODE SUMMARY

In this episode of Pivot, featuring Scott Galloway and Kara Swisher, Nvidia Earnings Show AI Bubble Isn’t Popping… Yet | Pivot explores nvidia’s AI Surge Masks Fragile Economy, Elite Entitlement, Political Rot Kara Swisher and Scott Galloway unpack Nvidia’s blowout earnings and what they signal about an AI boom that’s propping up markets but could trigger a sharp recession if it stumbles.

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