Tech Stock Troubles: Cause for Concern or Healthy Reset? | Pivot

ℹ️ EPISODE INFO

Released

November 17, 2025

Duration

1h 11m

Channel

Pivot

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

The Pivot Tour has landed in Kara's beloved San Francisco! Kara and Scott chat with Mayor Daniel Lurie about the city’s revitalization — and Trump’s threat to send in troops. Then, tech stocks take a tumble, and the fallout from the Epstein emails grows. Plus, Scott gets a surprise visit from someone in his past! #pivot #podcast #sanfrancisco #trump #epstein #nvidia #techstocks #ai Timestamps: 00:00 Intro 1:11 SF Mayor Daniel Lurie Interview 19:53 Tech Stock Sell-off 31:52 Epstein Emails Fallout 48:08 Trump’s Visa Denial Policy 57:10 Q&A Producers: Lara Naaman Zoë Marcus Taylor Griffin Kate Gallagher Video Editor: 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

🎤 SPEAKERS

• Daniel Lurie

  guest

• Kara Swisher

  host

• Narrator

  other

• Scott Galloway

  host

• Audience Q&A asker (AI question fan)

  guest

• Scott’s old acquaintance (on-stage surprise guest)

  guest

• Joyce (audience Q&A about music/tech/weed)

  guest

🧾 EPISODE SUMMARY

In this episode of Pivot, featuring Daniel Lurie and Kara Swisher, Tech Stock Troubles: Cause for Concern or Healthy Reset? | Pivot explores aI Bubble, Tech Froth, Epstein Fallout, And San Francisco’s Reboot This live Pivot episode from San Francisco mixes a local-policy interview with Mayor Daniel Lurie and a wide-ranging discussion of markets, AI, politics, Epstein, and U.S. immigration. Lurie outlines his agenda to fix housing affordability, revive downtown, and demand more civic engagement from tech companies while keeping San Francisco a global AI hub. Swisher and Galloway then dissect the sharp tech-stock selloff, arguing AI valuations resemble a late-stage bubble whose unwinding could shake the global economy. They also explore the political danger of the Epstein document releases for Trump, the weaponization of immigration and health policy, and the cultural and economic impact of AI, drugs, and social issues on American life.

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