Scott Galloway · 21:39
Pitch our classes to the to the snotty little kids who are paying a lot of money. And I just get up there, I say, my name is Scott Galloway. My class is brand strategy, better known as the other white meat.
Kara Swisher · 21:48
But the milk one... You'd have to like the milk one better. The milk The milk one
Scott Galloway · 21:51
was better.
Kara Swisher · 21:52
Was it? With the with the with the milk mustache.
Scott Galloway · 21:55
Oh, yeah. Got milk. Yeah. Yeah. Yeah. No. That was cute too.
Kara Swisher · 21:58
That was brilliant. No. That was cute. That was brilliant. The meat one. There's never a good meat strategy. Anyway, I think those are interesting. I think... So I was talking about trends that are coming up and and that we... This is a big... Is a big... Lots of big important changes coming. That was what it was about essentially. That's what it was about.
Scott Galloway · 22:12
Well, congratulations on that.
Kara Swisher · 22:14
Thank you. It was a relaunch of Recode and Box Together. It was the kinds of things. So I decided to pontificate for a while. In... On the Recode site rather than the New York Times site, I'm going back on tomorrow to pontificate on the New York Times site.
Scott Galloway · 22:25
Recode, New York Times, tomato, tomato.
Kara Swisher · 22:28
Multi brand strategy. Yeah. That's what I am. Multi brand strategy.
Scott Galloway · 22:31
Multiprong. Hold on, speaking of multi brand, I just have a bone to pick. You and I, you both used to be on CNBC every week. They've literally stopped calling me. Well, been, I have been verboten from CNBC. So by the way, CNBC in my view now is catheter television. Literally, look at the ads. Okay. Restless leg syndrome, opioid induced constipation.
Kara Swisher · 22:53
Ad Rick, we're gonna take a quick If
Scott Galloway · 22:55
you're watching CNBC, it means one thing. It means your life fucking sucks. You literally get your life alert and watch another financial news station.
Kara Swisher · 23:03
Hush, Scott. Now we're gonna take a quick break.
[Ad break]
Kara Swisher · 23:17
And what if we added that this magical substance can dramatically lower your cholesterol, improve your mood, and keep your weight stable?
[Ad break]
Kara Swisher · 23:31
But what is fiber? How could one nutrient do all those amazing things? And how can you get enough? Is a powder you stir into some water gonna do
[Ad break]
Kara Swisher · 24:59
Scott, if you calm down. I'm not even gonna...
Scott Galloway · 25:01
Don't start calm down, by the way. I I think that was
Kara Swisher · 25:03
a Wins and Fields.
Scott Galloway · 25:04
Hold on. I
Kara Swisher · 25:05
think that... Oh, duh. Go ahead.
Scott Galloway · 25:06
Don't rush me. Love me. Don't judge me.
Kara Swisher · 25:09
Anyways Always judge you.
Scott Galloway · 25:10
Listen. So that was a great ad, but you know what would be a better ad is if we showed an old man named Chuck spending time with his grandkids and tried to defraud seniors into believing that in fact we had a trading system, and we could run an ad called Trade Like Chuck or... Is that what it's called? Oh, wait. No. That's CNBC defrauding
Kara Swisher · 25:30
Oh my god. Stop. Seniors in the commercials.
Scott Galloway · 25:32
Trade Like Chuck, everybody. Alright.
Kara Swisher · 25:34
In any case That's how you spend more time with
Scott Galloway · 25:36
your grandkids.
Kara Swisher · 25:36
And fails. Right now, you're a fail. But let me just start by
Scott Galloway · 25:40
saying Angry and insecure.
Kara Swisher · 25:41
See that. Disney, Avengers, opening weekend. I saw it. Fantastic movie. Fantastic. Great.
Scott Galloway · 25:48
Endgame? Great. I'm going to see it tomorrow with my boys.
Kara Swisher · 25:52
Perfection as a movie. Exactly what I wanted. Really? Very long. Perfection. Amazing. Even though someone stole the bag that was sitting next to my chair this weekend when I was watching it.
Scott Galloway · 26:01
Had a You're shitting me.
Kara Swisher · 26:02
No kidding. I had a sheet in it. I bought a bottom sheet, and that was gone. Gone, gone, gone. And some Mother's Day cards from
Scott Galloway · 26:08
my mom. I'm sorry to hear that.
Kara Swisher · 26:10
It's fine. The movie was fantastic. Yeah. It was fantastic. So what do you think about that? That Disney seems... Someone was just telling me... I'm going down to Los Angeles tonight, but someone was just telling me, Disney owns everything now. Feels like they're sort of on all cylinders. They've got that. They've got all kinds of things going on. What do you think?
Scott Galloway · 26:25
So look, Disney is, know, that's kind of revenge revenge of the old school. I think Walmart and Disney are kind of the two, I would argue the only two legacy firms, if you will, out there that are landing counter punches on these tech monopolies. And I think Bob Iger is one of the few people who can pull it off that has the assets and the credibility. So I... I'm rooting for Disney. I I think Disney's Disney's amazing. What do you think?
Kara Swisher · 26:49
I think they're great. I think I I think he's... I'm... I have a lot of admiration for him. And I think the movie was so well done and so beautifully marketed and just everything was flawless. It was flawless. I was thinking, what a flawless everything that they did. And, you know, the numbers of people at the movie theater was astonishing. Like, I could... I I think I I had to go, like, at a weird time. It was really amazing. And and my fail this week is this Amazon ring hiring... Doing crime reporting from the photos from the...
Scott Galloway · 27:17
Yeah. What was that? Say more?
Kara Swisher · 27:19
It's a Ring, which I have in my house, actually. Yeah. I... Before they got bought by Amazon, but I'm not sure what to do with them right now. They, you know, they can... They take pictures of things. And a lot... They have, like, a a blog that I actually look at because it's, like, hard not to look about people doing awful things like taking packages. It's mostly people taking packages, Amazon packages, which is kind of funny, ironic. And now they're hiring a crime where they make stories out of some of these things, that that that are on the ring that that get photographed. So it's... Instead of just like, you know, those cop shows where it's from the from the thing that's on the cop's shoulder? Now this is what's coming out of your ring, I guess. I I don't... I... I'm not really clear. I think it's just... It's gonna go wrong. It's gonna go wrong. Scott, that's my fail. What about you?
Scott Galloway · 28:05
Okay. So a lot of wins here.
Kara Swisher · 28:07
Okay.
Scott Galloway · 28:07
Well, first off, look, the earnings from every company but Google were just unbelievable. So a ton of wins in the earnings season. Also, and I'm shocked we haven't talked about this, I thought Biden's announcement was actually pretty well done. And it's an... I think it's another interesting lesson in marketing, choosing the medium. So live events are a medium, but they're riskier. Kamala Harris's live event was a huge win. There was an electricity there. She just nailed it. And she's attractive and looks good in direct sunlight. And so does Cory Booker, and he chose a live event, but it didn't work because people didn't show up and it kind of felt
Kara Swisher · 28:42
And problem.
Scott Galloway · 28:43
Yeah. It is. But Senator Biden was smart. He said, Okay, I'm 76. Know, under natural light, I look like an underwater plant. I look like I just shouldn't be alive. And by the way, I'm pretty sure that's a hate crime.
Kara Swisher · 28:54
He's doing pretty good.
Scott Galloway · 28:55
Second second one today.
Kara Swisher · 28:58
Trump's attacking him? Come on. He's like, couldn't get... Do better.
Scott Galloway · 29:01
He did a he did a really good... Well, you know, the thing is, I'm convinced Joe Biden has a vision for the country, but the real question is, does he have night vision?
Kara Swisher · 29:09
Okay.
Scott Galloway · 29:09
Badaboom. Oh,
Kara Swisher · 29:11
that's right. They get speed But I gotta tell you, your friend, Beto, fading is fast. He he was hiring. I heard that he... They had, like, things they couldn't fill up.
Scott Galloway · 29:18
Couldn't fill My new hero's in the race. So he announced this morning. My hero announced
Kara Swisher · 29:22
Michael Bennett. He
Scott Galloway · 29:23
did. Senator Michael Bennett. Two objectives. To restore income mobility to the middle class and also to restore integrity to our government. Guy, I am such a huge fan of this guy. Senator Michael Bennett, fully recovered from prostate surgery or prostate cancer surgery, says he's become more deliberate. This guy is thoughtful, not afraid to stand up I to the far just I... I'm I'm I'm going all in on this guy. I'd... I love Beto. I'll have him as a lover. I'll have him as a lover, but I am marrying senator Biden.
Kara Swisher · 29:54
It's interesting. Pete Buttigieg is on the cover of Time Magazine with his partner, Chasen, who I love on Twitter. He's really wonderful. That was interesting. I still am a Kamala fan, I've gotta say. Saw she
Scott Galloway · 30:05
was a guy who shows up to a party thirty minutes early with ice. Right? He's just like... He's the guy who says, hey. I'm here to help. I'm here to help.
Kara Swisher · 30:13
I think they're all they're all doing pretty good. They're all doing pretty good. All the front ones are all doing... No. They're all doing pretty good in a lot
Scott Galloway · 30:18
of ways.
Kara Swisher · 30:19
I think they are.
Scott Galloway · 30:20
They're doing good.
Kara Swisher · 30:21
They're good choices. There's a lot of good choices. Let me just say. I won't feel bad about almost any of them, have to say.
Scott Galloway · 30:26
I hope so. I hope so.
Kara Swisher · 30:28
We'll see. I mean, Trump really aimed at Biden though. Boy, did he go after him. And then of All course that does is
Scott Galloway · 30:34
legitimize Biden. That's a gift.
Kara Swisher · 30:36
Yes. That's what it
Scott Galloway · 30:36
does. Slow fastball. Is there such a thing as a slow fastball? Anyways, there's a... That's a that's a, you know, that's that's a gift to Biden because what he does is legitimizes him and cements him as a front runner. All of Trump's advisers who he doesn't listen to are like, oh god. Don't don't say ignore Biden. Yeah.
Kara Swisher · 30:51
They did that say Jared doesn't like it. Jared.
Scott Galloway · 30:53
Yeah. Jared. You know,
Kara Swisher · 30:54
was a senior
Scott Galloway · 30:55
in mind.
Kara Swisher · 30:55
Advisors, I think Bill Barr was a fail this week.
Scott Galloway · 30:58
Is it? Who... Oh my god. On a cosmic level.
Kara Swisher · 31:01
It's like He's gonna... I think he's going. Oh
Scott Galloway · 31:02
my god.
Kara Swisher · 31:02
How can I Stephen Moore just went down?
Scott Galloway · 31:04
How can I have a lead? Whether you think of whatever you think of his politics, this guy's led an honorable life of public service and impressive gun. So how can I really fuck up my reputation just before I die? I mean, literally, it's like how can I exit on? How can I leave the room and not only say I'm a whore, but I'm a cheap whore? Oh, wait. Okay. I mean, this guy literally... It's like, what?
Kara Swisher · 31:26
Some food in you. Alright. I'm moving into predictions. We gotta wrap up. I've... I'm I'm having, Tristan Harris soon to talk on my podcast, so I need to... Tristan.
Scott Galloway · 31:35
Oh my god. That guy's a gangster.
Kara Swisher · 31:37
Oh, he's twice.
Scott Galloway · 31:38
Big brain and very handsome.
Kara Swisher · 31:41
His thing is is humans, the dehumanizing of humans, whatever
Scott Galloway · 31:45
it is. How we're basically all biomechanically addicting. Yeah.
Kara Swisher · 31:48
He's a thought I know. So I'm gonna talk
Scott Galloway · 31:51
to him.
Kara Swisher · 31:51
I talked to him in this very room I'm in two years
Scott Galloway · 31:55
ago. Tristan, Tristan.
— Predictions segment begins —
Kara Swisher · 31:57
All right. Prediction, please.
Scott Galloway · 31:59
Okay. So a few things. I think Spotify is getting into acquisition territory. There's no one company. There's no monopoly like every other medium in music. There's Apple with a shitty service growing faster than Spotify because they're a monopoly and they own the rails. Amazon and Music, another part of the oligopoly crowd. And then there's Spotify, has the best service out there, mostly because they're willing to lose money. And Spotify went out at 150. It's now I think about 130 or 130. I think they're getting to acquisition prices. And also the other company I think that could potentially Bing
Kara Swisher · 32:32
bought, mean?
Scott Galloway · 32:33
Yeah. Bing bought, being acquired. And then the other company that I think there's a chance might get acquired before they go out is Slack. Slack. And then
Kara Swisher · 32:41
Yeah. They've been... People have tried. People have tried. Microsoft.
Scott Galloway · 32:44
Is that right?
Kara Swisher · 32:45
Google has tried. Yes. Microsoft made a really big push to buy them.
Scott Galloway · 32:48
The push. Yeah. And then... And by far... And I've I've been... I don't know if I've been wrong or right on this. The most the most overvalued private company in the world filed for their IPO.
Kara Swisher · 32:59
WeWork.
Scott Galloway · 33:00
100%, Kara. WeWork. Let's take Regis. It's basically Regis. It's basically taking a floor in a building, Regis temporary office, and put in a cool bar and some craft beer and pretend we're an internet company. And it's just... It's supposedly going out at a valuation or trying to go out at a valuation of $45,000,000,000
Kara Swisher · 33:19
Yeah.
Scott Galloway · 33:20
I mean, this literally is the pets.com of this era if this thing gets out at a $45,000,000,000 valuation.
Kara Swisher · 33:26
Oh, that one. Okay. Was a And what do you think is gonna happen to the stock? Prediction.
Scott Galloway · 33:30
Well, know if it's gonna get out. I don't know what the price it gets out at. But if you do the math here, it looks as if the floors that WeWork... If it gets out of this $45,000,000,000 valuation, the floors that WeWork leases are technically more valuable than the entire building that leases on that floor. This thing just makes no sense. I mean, at least it makes Lyft look like a great business. It's incredible that You want to talk about entering into consensual hallucination with the marketplace? By the way, their founder, Adam Neumann, I mean, it's this thing, this valuation is burgeoning on fraudulent, but I'm coming back in my next life as this guy. Have you met this guy?
Kara Swisher · 34:09
I do know him.
Scott Galloway · 34:10
Oh my god. He's so thoughtful and nice, and he looks like that Argentinian polo player, Nacho, what... You know, that everybody loves. I'm like, Jesus Christ. I was I was asked to come interview him at the Tate Memorial.
Kara Swisher · 34:22
Great, but your business is nearly fraudulent.
Scott Galloway · 34:24
It doesn't matter.
Kara Swisher · 34:25
Let me just break it down. Okay.
Scott Galloway · 34:27
He's... Whether he's dreamy and worth 10,000,000,000 or dreamy and worth 1,000,000,000, that's still fucking dreamy. Right? That's capital d dreamy. Anyways, next life, I'm coming back as that guy.
Kara Swisher · 34:36
Alright. On that
Scott Galloway · 34:37
note, not too. Company is a joke.
— Predictions segment ends —
Kara Swisher · 34:40
That is ridiculous. Ridiculous. Ridiculous. Ridonkulous. Alright then, Scott. It's time to go.
Scott Galloway · 34:47
Is it time?
Kara Swisher · 34:47
Do you have on tap for this week?
Scott Galloway · 34:49
Interesting. Well, you always ask me that. I'm going to see Endgame tomorrow night because you love it, I'm taking my kids to iPic. Got Cool. I got the kids this week. I'm excited about that. I get to be I get to be get to be soloed down this weekend. I'm kinda excited about that. Bond with my eight year old who is not... I'm having trouble connecting with my eight year old. How do I connect with him?
Kara Swisher · 35:07
You... Just don't worry about it.
Scott Galloway · 35:09
Don't worry about it?
Kara Swisher · 35:10
Don't worry it. That's what I said.
Scott Galloway · 35:11
That's been my spotting strategy
Kara Swisher · 35:12
so far. Bill Maher tomorrow night. I'm gonna be in Bill Maher time, then I'm
Scott Galloway · 35:15
gonna You're on Bill Maher?
Kara Swisher · 35:17
Yeah. Fucking hell. That's it. I'm going on strike. I am going on strike. You're on Bill Maher? Speech, and then I'm gonna go to the SALT conference in Las Vegas where that's a Scaramucci situation, and then tomorrow.
Scott Galloway · 35:28
I've had it. I've literally had it.
Kara Swisher · 35:31
I'm assuming I'm next week.
Scott Galloway · 35:32
Stephanie Ruhl is hosting my book signing at Stern. That's the only thing I have that's even in the same in the same realm
Kara Swisher · 35:38
She's as fantastic.
Scott Galloway · 35:40
She's wonderful.
Kara Swisher · 35:41
Book party? What... I didn't get invited to your book party.
Scott Galloway · 35:43
When is your book You know what? We have a list, and it's 400 people, and you came in at four zero three. So you just missed the cut. Writing cereal
[Ad break]
Scott Galloway · 35:53
Just missed the cut.
Kara Swisher · 35:54
Sorry. I wouldn't have come anyway. Anyway Mark.
Scott Galloway · 35:56
God. That pisses me off. I would be so awesome on Bill Maher. Is it because I'm unattractive? Is he looksist? Is he looksist?
Kara Swisher · 36:05
I have no idea. I don't know what he is. Whatever. In any case Congratulations. Rebecca Sinanis produces this show. Nishat Kerwa is executive producer. Thanks also to Eric Johnson. Thanks for listening to Pivot from Vox Media. We'll be back next week with more of a breakdown of all things tech and business. If you like what you heard, please subscribe, rate, and review Pivot on Apple Podcasts.
