Scott Galloway · 56:32
Content and
Kara Swisher · 56:32
They should buy Snapchat. That's who should buy Snapchat. Think
Scott Galloway · 56:36
about that. Should buy Snap?
Kara Swisher · 56:37
Yeah. And then get all... Do that there too, and you... And they also get TikTok. Anyway I
Scott Galloway · 56:41
don't think Netflix wants to be in the business of messaging kids. But I know.
Kara Swisher · 56:44
But I think they do a lot. They're doing a ton of videos.
Scott Galloway · 56:47
Ted had the right response. He's like, Scott, we're killing it, and we use TikTok to market our products. Yeah. What do we need? You know? Why do I need to get distracted? And, you know, I mean
Kara Swisher · 56:54
That's that's always
Scott Galloway · 56:55
evidenced by the fact that they just increased their subscriber base
Speaker · 56:58
He was being
Scott Galloway · 56:59
17% year on
Kara Swisher · 57:00
year. For the tip, Scott. Yeah. You know? It's like it's like giving a tip to Michael Jordan. Hey.
Scott Galloway · 57:04
Reminds me.
Kara Swisher · 57:05
If you spin your ball just a little bit more with your thumb, you know, you might have a better shot
Speaker · 57:09
or something.
Scott Galloway · 57:10
No. I remember saying to... I've... You know, in my past life, I was a consultant, and I used to consult to the CEOs of big consumer brands. And I remember meeting with Johan Rupert, and they prepared me. Was this big deal. And he's the head of Richemont. He's kind of this larger than life character with this deep rumbly voice. And all of his brands from Cartier to Panerai, they have kind of the best watch brands in the world. I said, you have to get on the Internet. You have to establish this as a distribution channel. This is like ten years ago. And he's like, let's just listen to me. He's like he's like, young man, I can't find enough parts in Switzerland for my watches. I don't have to do anything.
Kara Swisher · 57:47
And he's like That's true.
Scott Galloway · 57:48
He's like, my watches are sold out. Yeah. I don't... You know? And you're telling me I have to be on the Internet? He's like, no. I don't have to do anything. Yeah. That's true. Was pre Apple Watch, by the
Kara Swisher · 57:58
way. No. FYI. But they're gonna buy, these guys' watches? But let me just say, let's go around and give tips to really successful people.
Scott Galloway · 58:04
Well, isn't that what this show is? Isn't that what Pivot is? Unsolicited advice?
Kara Swisher · 58:09
Let's guide people who are really killing it and say, it's a hallucination.
Scott Galloway · 58:13
Almost every sense with my friends, I think. Like, I'm really good at running other people's lives. So let tell you what you should do.
Kara Swisher · 58:19
Okay. Let's pivot to a listener question so we can advise them. This question comes from Kelly. Let's listen.
Speaker · 58:32
Hi, Kara and Scott. So my name is Kelly Applegate Nichols, and I live in Champaign, Illinois. I don't know if you need to know that or not, but I'm calling to say that of all the things that Trump said, I am very disappointed that he did not tell us what the mystery drones in New Jersey are because he said that he was gonna do that on day one. So I wanna know, what do you two think about the mystery drones? Thank you. I love you guys. Bye.
Kara Swisher · 59:09
Oh, that's funny. I just interviewed, Mayorkas, secretary Mayorkas, who was Biden's director. We talked a lot about the mystery drones. Apparently, they were private drones. People were flying. That's what he seemed to indicate. I agree. Why didn't they tell him? Trump has said he's gonna shoot them down if they come back, I guess. That's the shoot first. Ask questions later. Of course, people on the ground could be killed, which is why Orca said that's why they didn't shoot them down. I don't know. What do you think? Scott, any quick drone thoughts? Do What you think? And by the way, we love Champaign, Illinois. It's it's... I just like the name.
Scott Galloway · 59:40
Urbana, Illinois, or the Illini.
Kara Swisher · 59:42
She sounds like Illinois. By the way.
Scott Galloway · 59:45
Look. This reminds me of a couple couple personal experiences, because I don't talk enough about me on the show. But I was in Mammoth Mountain when I was, like, 16 on a high school skiing trip. And this, what was at the time, a stealth bomber came rolling over the mountain.
Kara Swisher · 1:00:02
Oh, those are scary.
Scott Galloway · 1:00:03
Well, we'd... I... You'd never seen a picture of one before. A friend of mine
Kara Swisher · 1:00:07
went to one went down the mall once when I was living here in George Bush's administration. It was terrifying.
Scott Galloway · 1:00:11
Yeah. But in 1980, whatever it was, '85 or I don't know what it was with these things. A friend of mine went to work for Lockheed Martin Marietta. And he's like, I remember him telling me, I go into this weird place, do an elevator in a hangar. And I'm like, wow, you must see I've seen a bunch of cool stuff in aviation. He's like, no one has ever seen any of this shit. Anyways, I remember seeing it and thinking, wow, our government does a lot of weird things. I wouldn't be surprised if there's some sort of government surveillance drones. The honest answer is I don't know. But what was one of the most enjoyable flights I've ever taken, I used to commute from Delray Beach to New York. And I was flying up, and I saw a bunch of fighter jets rolling the other way. And then I looked up, and they said... The pilot said, up to your ride around 11:00 is the balloon. Gosh. You backed
Kara Swisher · 1:01:01
it by the balloon?
Scott Galloway · 1:01:02
I went by the balloon. And I looked up, and it said, we're calling about extending your automobile's insurance plan.
Kara Swisher · 1:01:09
No. Just
Scott Galloway · 1:01:10
kidding. And then I... Literally thirty minutes later, they shot it out of the sky.
Kara Swisher · 1:01:14
They shot it out. I had to wait till it's somewhere safe. You know, Trump's not gonna do this. He makes all kinds of demented promises. You think they are? From him. I think they're public private commercial things that were just up there fucking with people to see what would happen. I don't... Maybe they were a government thing. I know they couldn't have shot them down in... With areas of people. That's... You just can't do that because you'll kill a kid or something like that. I want him to tell us who killed JFK, and I'd like to know... Is he an alien? Those are the two things I want out of this administration.
Scott Galloway · 1:01:40
Who invented Bitcoin? I'd like to
Kara Swisher · 1:01:42
invented know Bitcoin? Invented Bitcoin?
Scott Galloway · 1:01:44
The CIA did that too. The CIA is the only organization in the world that can keep a secret.
Kara Swisher · 1:01:48
Okay. For the rest of you listeners, it's time for this week's Threads poll. This one's open ended. Who do you think will be the next member of Trump's inner orbit to get the boot? Oh, that's good. Let us know. What what is your choice?
Scott Galloway · 1:02:00
I don't know. I don't know who's gonna go first. I don't... I'm I'm really thought about it. Have you thought about it?
Kara Swisher · 1:02:05
I don't know. Probably Eric. Anyway, visit us at Pivot Podcast Official on threads to answer.
Scott Galloway · 1:02:13
Oh, Kash Patel. I think it's gonna I think it's gonna be over before it starts. I do think there
Kara Swisher · 1:02:17
Kash Patel.
Scott Galloway · 1:02:18
There is Okay. There is a line, I think.
Kara Swisher · 1:02:20
They like him. They like him. He was loyal to Trump to... When he was on the outs.
Scott Galloway · 1:02:25
And then again, I said that about Pete Hechtsef. But in honor of Pete Hechtsef, I, last night, tried to do five sets of 47 push ups. And tonight, I couldn't do it. I got through three. Tonight, I'm gonna start with a gin and tonic and see if it helps.
Kara Swisher · 1:02:37
Okay.
Scott Galloway · 1:02:38
And I'm gonna do five sets of 47.
Kara Swisher · 1:02:40
Alright. Good luck. If you got a question of your own you'd like answered, send it our way. Go to nymag.com/pivot to submit a question for the show, or call 85551 Alright, Scott. One more quick break. We'll be back for predictions.
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Speaker · 1:04:16
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— Predictions segment begins —
Kara Swisher · 1:05:05
Okay, Scott. Let's hear a prediction.
Scott Galloway · 1:05:07
I just wanna call balls and strikes here. I've been indignant, outraged, incredibly upset about this... These meme coins. That is three d level chess compared to the checkers of the corruption of Speaker Pelosi. And the most recent example of Speaker Pelosi's corruption is Tempest AI, which is a health care AI company, announced on Tuesday or it became public on Tuesday that Speaker Pelosi, who is in confidential hearings about where Medicaid is going to spend their money it's not unthinkable that she saw Tempus on a list of where they might be investing in AI diagnostics and care management. And it comes out that parties affiliated with speaker Emreta Pelosi bought 50 to $100,000 of call options in Tempest AI. When that was announced on Tuesday, Tempest AI had its biggest gain in its history. It was up 35%. That is bullshit. Now granted, if you're gonna abuse your position, do it for billions like Trump, and his is more outrageous and more brazen. But this is the same flavor of the same sorbet, and that sorbet is corruption. It is an abuse of power. Grab the speaker of the house buying call options on on a company that could be getting hundreds of millions of dollars from our agencies. So this is a this is a bipartisan issue here, this corruption. Okay. Enough of my my ranting. My prediction is the following. Oracle has officially been invited to the grown ups table. They trade at a price to sales ratio of about eight. Microsoft's at 13. OpenAI's at 40. NVIDIA's, I think, at 28. Anthropic, interestingly enough, trades at, like, more like 60 to 90 depending on how you define revenues. Oracle's at eight. Oracle is a great company, great revenues, great management, And they're going to start to get... The peanut butter and chocolate right now of a kleptocracy are, one, proximity to Trump. And two, and this isn't a kleptocracy, is how close you are to the epicenter of AI. And now Oracle, with its proximity to Trump and its credibility in AI being invited into Stargate, is gonna result in multiple expansion. I think in the next ninety days, Oracle is gonna outperform, its peers.
Kara Swisher · 1:07:33
Alright. Well, that's a good one. That's a great one. Okay. Alright. That's an interesting choice. And I would agree. I think they... They've been behind. They have been behind, and now they're trying to make a move, and using Altman, to do so.
Scott Galloway · 1:07:45
The speaker is buying call options.
Kara Swisher · 1:07:47
I got it. I got it. I got it. I got it. No. They shouldn't be doing this. It's... At the very least, it's a perception of... Thing. Anyway, elsewhere in the Care and Scott universe this week, this week on ProfG Markets, Scott spoke with Rich Greenfield, partner and media and technology analyst at LightShed Partners. He's very smart. Let's listen.
Scott Galloway · 1:08:05
I think it's highly likely that you're
Guest · 1:08:08
gonna end 2025, and TikTok is still gonna exist. Will there be some subtle shifts in its ownership? You know, the word salad that came out of Trump, you know, when he was signing the executive orders about, you know, needing to own or someone in The US owning 50%, it's hard to understand what that means, you know, Ed, because TikTok is already 58% owned by international investors, you know, well known international investors.
Kara Swisher · 1:08:37
Yep. That's right. It's gonna be some deal that is... It's a faint. It's gonna be all a faint, and we are still in danger of China having influence over our world. Good good job. Rich is really smart. Okay, Scott. That's the show. We'll be back on Tuesday with more pivot. Can you read us out?
— Predictions segment ends —
Scott Galloway · 1:08:53
Today's show is produced by Lara Nayman, Tony Marcus, and Taylor Griffin. Ernie and her Todd engineered this episode. Thanks also to Drew Burrows, miss Severio, and Dan Shulon. Nishak Kerwal is Vox Media's executive producer of audio. Make sure you subscribe to the show wherever you listen to podcasts. Thanks for listening to Pivot from New York Magazine and Vox Media. You can subscribe to the magazine at nmymag.com/pod. We'll be back next week for another breakdown of all things tech and business. We're headed to the movies. We'd like Lauren Sanchez to sit in between us.
Speaker · 1:09:30
Support for this show comes from the Pondering AI podcast from SAS. What does it mean to be human in the age of AI? How will it affect our jobs, our lives, and society as a whole? The Pondering AI podcast from SAS tackles the questions that don't have easy answers but need to be asked. Host Kimberly Neville sits down with innovators, researchers, and data scientists to challenge assumptions and explore what comes after the AI break breakthroughs and headlines. If you're curious or concerned about AI, find Pondering AI wherever you get your podcasts.
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Scott Galloway · 1:11:30
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