Kara Swisher · 33:14
Be vaccinated, this idea. So he he thinks it's critically important that companies do this. What do you think about this?
Scott Galloway · 33:22
I think this is what leadership looks like. And Yeah. When people say that forcing them to wear a mask is tyranny, I can't even imagine what they're going to label any sort of encouragement to get a vaccination. And here's the bottom line. If you're in Taiwan right now, your kids can see their grandparents. You can meet someone and take them on a date. You can hug people. You can go to school. You can go to a concert. Why? Because Taiwan, by most people's standards on the right, instituted tyranny for weeks at a time such that they could get back to loving each other, making money and get back to their normal lives. In the 1940s or 1941, when there was Pearl Harbor and we instituted the draft, a lot of people rightfully, understandably said, you know what, just twenty five years ago, my dad, my older brother came home maimed from a continent. We have got nothing for that sacrifice. You want me to go back there? Well, fuck you. That's tyranny. You know what we did then? We didn't say, oh, let's put them on Fox and let's understand them, and it is tyranny, and we split up. We put 5,000 men in prison
Kara Swisher · 34:41
Yes, we did.
Scott Galloway · 34:41
Who avoided the draft. And we need more leadership around this. Vaccines vaccines are, in my view, are are a no brainer. Yes. There's risk. There's risk when you leave your house to drive to the airport, but we decide to drive. We decide to take planes. And guess what? The odds here are so overwhelming on this side.
Kara Swisher · 35:02
The kind of hysteria that pull... That gets together with us. It's just crazy. You know? And also... But the whole COVID thing has been one big crazy town. I'm sorry. Like, the kind of stuff... I... I'm not gonna say which relative, but someone who birthed me. I can't have them come to my birthday. My birthday is this week. And went out and did... I said, please do this, this, this in order to come down here and did none of it. And then was like, I'm coming down. I'm like, no. You're not. Like, I just... I I I can't... I don't understand. Like, I literally was like, that's enough. You're crazy, and I'm not letting this happen. And so... And the explanation was like, oh, it's not as bad as you think. I'm like, no. It is as bad as I think. Like, you don't you don't listen to things. And so it's a problematic situation because I think these anti vaxxers just... There's no there's no common good in them, and there's no stopping the lunacy. There's no ability to stop lunacy because average people are lunatics also at the
Scott Galloway · 35:53
same time. Also a free riding effect, and that is Which is what? Well, I'm going wait to take a vaccine. And no, no, but you go ahead. Understand that the world will be safer. But if there's a small amount of risk and I've decided that I'm healthy and I'm young and I'd rather just not get it, I'm going to free ride off of your citizenship. You know what there should be? Just as we had posters that said loose lips sink ships and we made it heroic and patriotic, you know what? We need a first in line movement.
Kara Swisher · 36:21
You're So not you were talking about that, this idea of being first in line.
Scott Galloway · 36:24
And it's not about you. It's about citizenship. We got to stop the spread. We got to stop. We got to reduce. We got to make sure the net that sweeps up our old and our vulnerable gets more and more porous and eventually frays and goes away. And the way you do that is you are first in line. And also
Kara Swisher · 36:40
in line.
Scott Galloway · 36:41
Get your head out of your ass and do simple math.
Kara Swisher · 36:43
Head out of your ass. That is our message to you.
Scott Galloway · 36:47
Roll up your sleeve. Get your head out of your ass.
Kara Swisher · 36:49
Yeah. Because your head in your ass is not good when you're getting a vaccine.
Scott Galloway · 36:52
Millions of people vaccines have saved?
Kara Swisher · 36:55
I mean It's just striking. I don't even... I I can't have this discussion anymore. So so in
Scott Galloway · 37:00
First the meantime of all, you and I are first and
Kara Swisher · 37:01
We second in will be... We will do a whole media campaign that nobody cares about. Anyway, social media platforms have got to regulate information about vaccine. By the way, you think I'm mad at Facebook, and I've been pushing for this, and look what happened at FTC? If you don't deal with election misinformation and vaccine misinformation, I'm coming for you. I'm coming for you hard. Thank you. That's what I say.
Scott Galloway · 37:23
Alright.
Kara Swisher · 37:24
Alright. Okay. Now we have a listener mail, presented by Yappa.
Scott Galloway · 37:29
You've got you've got I can't believe I'm gonna be a mailman. You've got mail.
Speaker · 37:34
Hi, Karen Scott. I am living a privileged life sitting at the mountain waiting for the ski lifts to open, in the dark in my car. Apologies for any bad audio. I'm gonna follow that up with an even more privileged question, which is what do you think the effects of the m one chip and Apple creating their own silicone, for their Mac computers is gonna have on the industry at large? The benchmarks so far have been way better than everybody expected. I'm wondering your thoughts. Thanks. Chips.
Kara Swisher · 38:11
Chips. I think it's a big deal. I think it's an enormous deal. And I think not just them, but others, many others, Amazon and others are working on their own. And so obviously, it's the end of the Intel empire, and and these... And and companies that make these ARM chips, ARM including, are gonna be very powerful. And I just just had an interview with Paul Jacobs of Qualcomm, who used to run Qualcomm. He used to be the chairman. His father founded it, and he ran it. And now he's... Has his own company based around five g. And I think everybody feels that this is gonna be critically important for these for these... Moving to these more robust systems than ever before. And so to wait for an Intel or something else is... That's over pretty much. Scott?
Scott Galloway · 38:54
Yeah. We talked about this, that Intel and AMD have to build chips that can scale such that they go across different platforms and different hardware. And the bottom line is if you have the capital and the wherewithal. And my understanding is that this isn't truly vertical integration or manufacturing that they're building their chips on top of. Is it ARM or ARM technology? ARM. Which is a Taiwanese firm. But both Neil Ferguson and Mark Cuban who we've had on our respective podcasts have both said that chip manufacturing and IP is really, is a national security. That if you think about where China has not been able to catch us, they've been able to catch us around operations fulfillment to a lesser extent in software. But where the West or democracies still have real advantages around chips. And we do not want to lose that advantage. So look, I think Apple is going vertical. I think the more interesting one
Kara Swisher · 39:45
Not just them but Amazon too.
Scott Galloway · 39:48
But the verticalization of these companies when they get this big creates more optimized when you have when Apple has its own search engine, it can optimize the search engine for its own business model. And so I think this verticalization is going to continue to happen across the biggest companies and it creates a bigger moat. And basically a chip designed for Apple optimizes for iOS and for their hardware. So I think it's powerful. I'm more interested in kind of the national security implications.
Kara Swisher · 40:17
Yeah. Absolutely. And I think it's a very... It's important. And I think you'll see companies like Amazon and Apple take their own destiny on these things. There's always been this push pull with Intel and others, but it's real... It's critically important, this technology being designed within these companies for things, especially as you move to five g and other things. They wanna have control of these services. There's gonna be all kinds of at home things. You know, I know you don't think of it right now, but you're gonna have... You know, right now, we're talking to each other on a thing called SquadCast or Zoom and stuff like that. You're gonna have presence, like real presence of people within all kinds of things that are gonna happen or require them to be designed completely together. And so, like, I'm gonna be able to have Scott sitting here in this room, which I'm gonna be disturbed by, but you're gonna see lots and lots of that, where you can actually see people's facial expressions in more significant ways, you know, or sports games that you're gonna be down on the floor. There's gonna be so much that's gonna be necessary for development of it, and this is... These companies have the vested interest in doing so because they'll be rolling out these services too. Anyway, a reminder for the month of December, we're partnering with the app to get more listener mail questions. That was a good wonky one. Go to newyorkmag.com/pivot to submit your questions for the pivot podcast. Okay, Scott. One more quick break, and we'll be back for your prediction when we get back.
[Ad break]
— Predictions segment begins —
Kara Swisher · 43:10
Okay, Scott. Give us a good prediction. Give us a prediction. We already sort of talked about Airbnb stock, but we now know that it's already high already. It's already much higher than 42,000,000,000. It's at 47,000,000,000.
Scott Galloway · 43:21
Yeah. I think first trade tomorrow, it's triple digits. And it's always dangerous to make those predictions but I think Airbnb stock comes out at first trade as a triple digits. I also think that
Kara Swisher · 43:32
When people listen to this they'll know. They'll know if you're And right or
Scott Galloway · 43:36
2021, Amazon tries to get out. They don't want to be the third dot on this line. I think they prophylactically do a spin. And also the other prediction is that while Facebook stock was off 2% and everybody including Mark Zuckerberg wants to think that this is a bad thing. No, it's not. This will unlock shareholder value. And their stock their stock goes up from here. It might dip in the short term, but their stock goes up.
Kara Swisher · 44:04
Stock goes up. The rich... So he's a richer person.
Scott Galloway · 44:07
Oh, yeah. 100%.
Kara Swisher · 44:08
Yeah. 100%. He's not gonna like this, though. I can tell. I'm sure he's really pissed today. He likes... He want... You know who his hero was?
Scott Galloway · 44:15
Mussolini?
Kara Swisher · 44:16
I keep telling you this.
Scott Galloway · 44:17
No. Satan.
Kara Swisher · 44:19
Keep keep guessing. I want a few more guesses. Who is he the person he looks up to?
Scott Galloway · 44:25
Ayn Rand? No. I have no... Steven Miller?
Kara Swisher · 44:32
Steven Miller?
Scott Galloway · 44:33
To think.
Kara Swisher · 44:33
No. There was a... Steven Miller was on
Scott Galloway · 44:35
Newman from Seinfeld?
Kara Swisher · 44:37
No. No. Who's his hero? Augustus Caesar. Okay. Think about that.
Scott Galloway · 44:45
I I don't I don't know enough about history. Give me the implications there.
Kara Swisher · 44:48
But Augustus Caesar was after Caesar. He's the one that killed... Sort of killed off Mark Antony and Cleopatra if you saw the Elizabeth Taylor version. But really, in fact, he was the greatest. Even though Julius Caesar gets all the attention, Augustus Caesar was the one that unified the empire and was was the most powerful emperor of of Rome. And he did all kinds of things, had a very controversial but considered a really great emperor of all he surveyed. Brought things together. This guy... Brought white,
Scott Galloway · 45:15
brought them together. This guy is the white walker of Big Tech. Winter is coming for this guy.
Kara Swisher · 45:21
No, it's not. He's gonna be richer. He can go. He can winter anywhere he wants.
Scott Galloway · 45:25
Agreed. You're right.
Kara Swisher · 45:26
He's gonna be
Scott Galloway · 45:27
He's gonna be
Kara Swisher · 45:28
a Yeah. Lot I think there's... I think it'll be interesting. We'll see. You know what? Let me just say, I'm gonna make a different prediction. They are gonna... The government has bit off a lot here, and they're gonna have to chew a lot because it's not gonna be easy. It's not gonna be easy. And these people... Every single person I talk to in government is... I've never... These are government people, like Justice Department people, FTC people, they're like, they're really Where
Scott Galloway · 45:52
in the world is Waldo specifically? Anyone heard from Sheryl Sandberg? She's kept a pretty low profile around all this.
Kara Swisher · 45:59
No. Not a word. There's a book coming out by Shira Franklin and Cecilia Kang. It's called The Ugly Truth. It's coming out in June. It's all about Facebook. It's about what happened here and everything. Wow. And I I think I think it's called One Ugly Truth or The Ugly Truth. No. One Ugly Truth. I just wanna say... I wrote them. I said there's... I'd like a lot more ugly truths. You know? Four ugly truths and a funeral of democracy. That's what I said the name should... Book should be. In any case, there's a lot coming out about them. And I think it's really... I think this case, one of the things that'll be the most interesting is discovery. That's what I... That's really... But I I think it's not gonna... This is my prediction. Facebook is gonna fight this hard. They are they are elbow poking, biting kind of people, and they're gonna not go down easy. And the people on the board do not go down easy either. The Peter Thiel's, the Marc Andreessen's.
Scott Galloway · 46:49
Yeah. I don't... I think I think if they were... I don't... I think this is really... I think this is getting a lot of momentum. I think a lot of very powerful people on both sides both sides of the aisle are gonna jump on this and say
Kara Swisher · 47:00
The other thing is other tech companies hate them, the big ones too. Mhmm. That's the thing. You... There's not a person you... Even Google knows.
Scott Galloway · 47:06
Tim Cook is already out saying, you deserve...
Kara Swisher · 47:08
He's already waving his finger out. As you know. As you as you know, he said it to me on... I was shocked when he did that, but I loved it. But I think the Google people find... Even the Google people find them distasteful and think they've wrecked it for everybody. So we will see. There's not a company in Silicon Valley that doesn't have something bad to say about Facebook for sure. Okay. That's the show. As a reminder, we love the listener mail questions, and we're trying something new. Go to nymag.com/pivot to submit your questions for the podcast. The link is also in the show notes. Scott, read us out.
— Predictions segment ends —
Scott Galloway · 47:39
Today's show was produced by Rebecca Sinanis. Ernie Andrade had engineered this episode. Erica Anderson is Pivot's executive producer. Thanks also to Hannah Rosen and Drew Burrows. Make sure you subscribe to the show on Apple Podcasts. Or if you're an Android user, check us out on Spotify or, frankly, wherever you listen to podcasts. Our generation has had really so few opportunities to truly express our citizenship. Let's be first in line. Vaccines are a gift of humanity. They bring together our empathy, our science, our cooperation. Let's all be first in line.
