Pivot

X's Foreign Trolls, Google's AI Wins, and MTG's Resignation

71 min
Nov 25, 20258 months ago
Listen to Episode
Summary

Kara Swisher and Scott Galloway discuss foreign troll farms manipulating American discourse on X, Google's AI breakthrough with Gemini 3, Marco Rubio's contradictory stance on Ukraine peace plans, and Marjorie Taylor Greene's resignation from Congress. They also cover market volatility amid AI bubble concerns and Eli Lilly's trillion-dollar valuation driven by GLP-1 drugs.

Insights
  • Foreign actors (Russia, China, Iran) are weaponizing social media platforms at scale, with many MAGA accounts traced to overseas locations, creating narrative influence at a fraction of military costs
  • Platform owners prioritize shareholder value over security, enabling foreign manipulation through lack of regulation and accountability despite years of documented interference
  • Google's AI dominance is driven by its massive user base and advertising infrastructure, not just technical superiority, positioning it to monetize AI through ads rather than subscriptions
  • Republican leadership has abandoned traditional anti-Russia positions and now echoes Russian talking points on Ukraine, representing a fundamental geopolitical realignment
  • GLP-1 drugs represent a more impactful technology than AI for American health outcomes, with potential to reduce healthcare costs and improve quality of life at scale
Trends
Foreign state actors shifting from kinetic warfare to narrative warfare via social media, exploiting platform vulnerabilities as asymmetric strategyDecoupling of competence from government leadership, replacing institutional expertise with political loyalty and ideological alignmentAI monetization shifting from subscription to advertising model, with Google leading integration of sponsored results into AI summariesWealth concentration creating empathy gap among elites, disconnecting decision-makers from lived experience of average AmericansGLP-1 drugs emerging as transformative public health intervention with potential to reshape healthcare economics and social outcomesMarket fragility despite record valuations, with AI stocks vulnerable to correction as bubble narrative gains mainstream acceptanceErosion of democratic norms and institutional checks through executive branch consolidation and congressional abdication of powerBipartisan recognition of foreign interference, but partisan divergence on response and accountability measures
Topics
Foreign Influence Operations on Social MediaX Platform Accountability and TransparencyRussian Disinformation and Ukraine Narrative ControlGoogle Gemini AI Competitive AdvantageAI Monetization Through AdvertisingAI Bubble and Market Valuation RiskUkraine Peace Negotiations and US Foreign PolicyMarco Rubio Secretary of State ContradictionsMarjorie Taylor Greene Congressional ResignationGLP-1 Drug Market and Healthcare EconomicsGovernment Competence and Cabinet QualityWealth Inequality and Elite Empathy GapPlatform Regulation and Content ModerationCryptocurrency Market VolatilityDemocratic Leadership Effectiveness
Companies
X (formerly Twitter)
Platform showing where accounts are based, revealing foreign troll farms behind MAGA accounts in Russia, India, Niger...
Google/Alphabet
Gemini 3 AI model outperforms competitors on benchmarks; stock hit all-time high; monetizing AI through ads in search...
OpenAI
ChatGPT has 800M weekly users vs Gemini's 650M monthly; faces threat from Google's superior distribution and Alphabet...
Microsoft
Market value exceeded by Alphabet for first time in seven years amid AI competition and valuation concerns
Nvidia
Stock down 2.3% in five days despite strong earnings; AI bubble concerns persist despite impressive quarterly results
Meta
Using accounting tricks for data center investments; subject to Wall Street Journal investigation into financial prac...
Eli Lilly
First healthcare company to hit $1 trillion market cap; GLP-1 drugs Mounjaro and Zepbound driving 36% stock surge thi...
Anthropic
Claude AI model mentioned as preferred alternative to ChatGPT by hosts; competing in AI market without advertising model
Deep Seek
Chinese open-weight AI model identified as emerging threat to Google and OpenAI market share
Palantir
Marjorie Taylor Greene traded stock three days before company awarded contracts from her committee
People
Kara Swisher
Co-host discussing foreign interference, AI competition, and political accountability
Scott Galloway
Co-host analyzing market trends, government competence, and technology impact
Elon Musk
X owner criticized for enabling foreign manipulation and prioritizing shareholder value over platform integrity
Marco Rubio
Contradicting himself on Ukraine peace plan; privately called it Russia's wish list but publicly defends it
Donald Trump
Called Marjorie Taylor Greene a traitor; praised Eric Adams in Oval Office meeting; pressuring Ukraine on peace terms
Marjorie Taylor Greene
Announced resignation from Congress after Trump criticism; history of conspiracy theories and divisive rhetoric
Eric Adams
Met with Trump in Oval Office; described as having remarkable political strength and winning campaign
Sergey Lavrov
GOP accused of parroting his talking points on Ukraine and foreign policy
Mark Benioff
Praised Google's Gemini 3 as genuinely superior AI model; shifts positions frequently on tech trends
Tina Brown
Quoted on how Mamdani's victory shows money doesn't buy everything and inspires people to fight back
Zelenskyy
Trump threatened to let him 'fight his little heart out' if he doesn't accept U.S. peace plan
Chuck Schumer
Criticized for missing political opportunity with Mamdani; hasn't met with mayor-elect like Trump did
Hakeem Jeffries
Criticized for missing political opportunity with Mamdani; hasn't met with mayor-elect like Trump did
Vince Gilligan
Praised for Breaking Bad and new show Pluribus; identified as revolutionizing scripted drama
Jennifer Welch
Guest on 'With Kara Swisher'; discussed frustration with Democratic leadership; recently moved to New York
Quotes
"These platforms, the GRU, the Mossad, the CIA, the NSA, the CCP couldn't have dreamt these platforms up in their wildest dreams because not only can you use them to track people and find their key relationships, if you're a foreign entity that can't beat us kinetically or economically, you just take this unregulated industry where now two-thirds of people get their information and it has no regulation"
Scott Galloway
"I think he's different and that can be in a very positive way, but I think he's different than your typical guy runs, wins, becomes mayor maybe and nothing exciting because he has a chance to really do something great for New York"
Donald Trump (on Eric Adams)
"Money doesn't buy everything. All that money went into stopping him and he's still won. And you don't have to like his ideas to be glad for that"
Tina Brown
"We are so desperate for someone to speak up that the nation is really impressed with MTG. But what I want to remind people of is who she is"
Scott Galloway
"The super rich lose their empathy. They have their own airports, their own transportation, their own visa procedures, their own access to family planning, their own healthcare. They don't have to wait in line in an ER"
Scott Galloway
Full Transcript
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The headlines will still be there in the morning. You might as well wake up ready for them. Lesbian. She's a lesbian, main character. You love a lesbian. Well, that's clear. Hi, everyone. This is Pivot from New York Magazine and the Vox Media Podcast Network. I'm Kara Swisher and I'm stoked. I just ran and worked out and I'm drinking kefir. That's what I'm doing. I'm Scott Galloway. I did none of those things. I don't even know what kefir is. I've heard it. I think some people pronounce it kefir. I don't know. I just love it. Let me just say. I'm just pretty sure anyone who drinks it also includes their pronouns at the end of an email. No, it's just so good for you. It's full of protein. It's full of all kinds of good fermented. This is like, I am so much healthier. I do like fermentation. I'll give you that. I like fermentation. Stop. I'm going to get you some sauerkraut for Christmas because it's a perfect gift for someone like you. I just want to keep you alive. That's really what it is and it's not a metaphor to your personality in any way. How was your weekend? It was nice. Boys were home. It was really nice. A lot of Premier League. My doctor was in town, which is kind of interesting. I was good to see him. Do you socialize with your doctor? I do. He's a nice guy and he started a really interesting business. You would like him, it's the first time we've socialized. They do this really high-end thing. Anyway, nice man. What if you don't like him socializing? What happens then? Doesn't that sort of queer the relationship, so to speak? I really like my, I go get these PRP shots in my shoulders and my doctor there is this guy named, he's a super handsome, impressive doctor, Dr. Lindor. I want to send him up. He's the team doctor for, I think it's the orthopedic for the New York Rangers for the hockey team. Anyways, I like my doctors. PRPs for people that don't know are platelet-rich plasma. It's spun and then the golden part gets put in. It supposedly helps wounds. They're using it for hair now too. Yeah, I haven't used it for a year. I think that train has left the station. I used it, I damaged my labrum. It was interesting. I damaged them both at the same time as if they were speaking to each other. And as you said, they take your blood, they spin it and then they put whatever it is. The golden part in. The golden part back in the, and they re-inject it back in your shoulders, which isn't super pleasant. And then the next day it inflames and I guess it's meant to promote healing. And there's a cumulative effect. I did it three or four times. I just forgot very interesting results, especially for hair, but go ahead. So it worked for you? Oh, it's real. I would say it took away 70 or 80% of the pain. People used to take steroids. I had that issue and that doesn't last. You can only do that a number of times though, right? Correct. Yeah. I had a frozen shoulder when I was younger and then it went away. I did go away, I have to say. Anyway, listen to us talking about numbers taking this. I had an interesting, first of all, I went on a date with my lovely wife, which was nice and some friends. Many people in the restaurant love Pivot, by the way. And then my friend from sixth grade, Trubbie Williams came over for brunch with her husband, Chris Keeney, who was my eighth grade boyfriend. So it was really fun. It was great. Wow. I know. They're wonderful people. They found love. This is their second marriage, both of them. And I have to say, both of their spouses died. And they are wonderful. I love having friends from that. I know you have those friends and I really value it quite a bit. Do they have kids from their previous marriages? Yeah. Older kids. Her daughter is a professor at Berkeley, her associate professor, her other daughters are really well-known. Tetsu artist in Los Angeles, oddly enough, interesting. And he has kids. I don't know his kids as well, but yeah, they're just, they're a wonderful couple. I have to say. That sounds like a nice... It was. It was a Sunday brunchy thing and it was really, it was quite lovely. It was quite lovely. Whenever I see someone tattoo or someone's like, if you show me your boobs, I'll show you my tattoos. I call it tit for tat. Oh my God. It's terrible. She's not good. You'll never be able to get... You don't have a tattoo, do you? No, I'm not big on tats. I have a second to five. As a matter of fact, I told my boys, no joke, I said no motorcycles, no military. I thought I would probably back off of that. It's less dangerous to be in the military right now than a lot of places and no, no motorcycles, no military, no tattoos, and I'll buy them a car at 16 and they could give a shit. They don't want cars. Wait a second. What do you have to say after they're 18? It's under your beeswax if they have... I told Louis you could have... Louis has a lot of tattoos. Right, but I have free speech and I can bribe people. Yeah, that's true. People can work for whoever they want and they choose to work for me because I hate them. I see. I see. I have seven tattoos. Yeah, I know. They're pretty well hidden though. I've seen some of them on your wrist. Yeah, I've got one on my... My first one was on my ankle on the wrong side. So, they're mostly for me and you can't see it and it's a ginkgo leaf, which is my favorite tree, but it looks like a shamrock and people think it's a shamrock and then I feel like you think I put a fucking shamrock on my ankle. So, it upsets me. It's a tattoo that upsets me, my first one. Yeah, I don't know. I like them. I like to go up to these bros that have those Chinese lettering on their calves. Oh, yeah. I don't do that. And I'm like, do you know what that says? And they almost saw it says, no, I think it's... And I'm like, no, no, no, it says I like dick. Oh, okay. Some of them look like minor little hearts with my four kids' initials on it and then I have symbols of entropy and centropy, which chaos and building and I like it. I'm thinking of doing another. I'm really getting an itch for having another one. I have to say, maybe I'll put Scott S. No, don't do that. A little S. Well, I have it. I don't have an S. I don't. I quite frankly, I don't understand how that... I think women's skin is so beautiful. I don't personally understand why anyone would ink it up. I don't get it, but... I love them. I'm so happy with them. I look at them all the time. They're from me. I'm going to get one for Scott. I'm going to figure out a little Scott when I put on my ass. That's hard to do. Then I never have to look at it. Yeah, that's uncomfortable. Yeah, I'm going to get one. I'm getting a Scott tattoo. Everybody, write in what tattoos should I get to symbolize Scott? Okay. Oh, God. All right. Let's have a contest. Happy Christmas. Anyway, we have a lot to get to today. There's so much went on over the weekend. There's also a ton of tech news, political news, political and tech news. Google is the top of the news. As far as I was concerned, scoring a victory with its latest AI model and its stock, and Trump falling for Mamdani, which we called. But first, a number of America first in MAGA accounts on X. This is a huge story that the media is not paying attention to in Scott, and I have been stressing this for years. A lot of these MAGA accounts on X appear to be based in places like Russia, India, Nigeria, Pakistan. According to the company's brand new about this account feature, the tool rolled out late last week shows where an account is based, when it was created and how many times its username has changed. I think this is a good thing. I think this is actually a good update. X has had a product called the feature and important first step to securing the integrity of the global town square. I would agree. Though he later warned of a few rough edges that will resolve this week. He also said that any data is incorrect. It will be updated periodically based on the best available information. That means they're going to manipulate it the way Elon has been doing GROC. I think you're as shocked as I am the foreign actors behind some of these accounts. I saw a post on threads, your MAGA hat was made in China and your MAGA hate was made in Russia. Nothing about you is America first. Also, many X users pointed out in actresses in their own locations. So it's not limited to MAGA accounts. Let me link this with another story because it's a bigger idea of this Russian manipulation. As the peace talks continue between the US and Ukrainian officials in Geneva, Secretary of State Marco Rubio is insisting that US wrote the 28-point Ukraine peace plan that's been circulating a plan that many Ukrainians dismissed as a capitulation. This comes after a bipartisan group of senators said Rubio privately described it as a Russia's wish list. Rubio is trying really hard to thread this needle. Rubio has been denying and downplaying saying the plan was early document that received input from both sides. Trump said over the weekend that if Zlinsky doesn't agree to the peace plan he can quote continue to fight his little heart out. Marco Rubio is in a real fucking jam here. But more to the point, the Russians, both things show the manipulation of information by Russia with this group of people. They are so, they're such, you know, you know, idiot assets essentially. What are your thoughts on this? Because you and I have focused on this quite a lot. These platforms, the GRU, the Mossad, the CIA, the NSA, the CCP couldn't have dreamt these platforms up in their wildest dreams because not only can you use them to track people and find their key relationships, if you're a foreign entity that can't beat us kinetically or economically, you just take this unregulated industry where now two-thirds of people get their information and it has no regulation and a management team that is just totally focused on economic wealth and shareholder value. And why would you spend four or five billion dollars trying to build an aircraft carrier when you can spend a hundred million dollars and essentially create a pretty strong narrative against providing more weapons and aid to Ukraine by weaponizing troll farms and using these porous platforms? The thing that is probably more influential than the actual statements itself on these social media platforms is the comments. I mean, I can't help it. I don't think most people can help, but they say something to make a declarative statement, a viewpoint. We should be shipping long-range missiles, specifically the Flamingo and maybe the Tomahawk, into Ukraine, take out the refining infrastructure 1% and boom, the war's over. And your comments will fill up with, there you go again, you're warmonger and you're trying to start World War III, and then you click on these things and it's like Dog Mom Wisconsin with three followers. You know those pictures of them with screens in front. You've seen those pictures of these farms where there's hundreds and hundreds of screens. And so I think she and Putin and I would argue Hamas would be stupid not to make massive investments in trying to shape the narrative in the US to their favor. We do it with our PsyOps. I just don't think we're as good at it. And just a brief unmasking of where these accounts were coming from shows that foreign actors are having a real impact on our discourse. Now, what's a little different here is that I think a lot of these MAGA farms or MAGA accounts that have huge followings are actually not people trying to shape the narrative for propaganda purposes. They're people just trying to make money. So if you live in Nigeria and you find the easiest way to get several hundred thousand followers is just to be crazy MAGA. You do it and you make some money. That's a really good point, Scott. It's not for influence, it's for money. Well, I think it's both. But it also creates influence, right? Because these people get all jacked up. Yeah. And there's just no getting around it. I've been thinking about this a lot in my advice to younger people or if you want to be quote unquote a thought leader, like I don't think Muhammad Ali or Margaret Thatcher would have given a flying fuck what their comments were in social media. And five years ago, seven, ten years ago, I would be on social media and I'd say something, but I was there for the likes and the likes were dictating what I said and how I thought because I wanted to please people and I wanted affirmation for others or at least influencing it. And then what I realized is, okay, that just results in more extremism. And when we all bark up the same tree, we get stupid and that a real goal should be, you don't want to ever purposely offend people, but you should be saying things, writing, tweeting, whatever based on things you believe and comments be damned because I know this. I say should. Do you read, you still read comments, don't you? I don't read them as much. I read the first 10 to just get an idea. I blocked now. I don't respond. I used to respond. Now I block. Oh, no, respond. Never went in. Well, we used to. We used to respond. Yeah, I haven't responded in several years now. But my point is, and it's hard to do this because everybody until just a couple hundred years ago, maybe less than that, if you were shamed by your tribe, you risk being expunged and you would die. If they say you're out, you're dead. You get eaten alive. You literally buy predators and other animals or other loan travelers. So shame is very powerful. So when you go online and you say we should be shipping along the best way to end the war in Ukraine is to win it. And this is how we win it. You check back because you know you're going to get a lot of very negative comments. And at the end of the day, if you want to be, and some people need to be careful because they're younger and they're still trying to establish their careers. But if you have economic security and people love you unconditionally, try not to play to the bots and the narrative and the comments. Because as much as you may think so, it plays a much bigger role in shaping your narrative than you think. Yeah, I agree. And I think, of course, I've always looked at Mark Zuckerberg going back when he said there's no Russian influence on our platform, which was so think about how insane that was and how incredibly mendacious that was in terms of what he did there. I remember calling them and like, well, how does he know? Like to the check. Of course, and then he came up with some 0.1. Like, how did you know that so fast? Like, it was so like lying would be a kind way of putting it, I thought at the time. And with Musk, the same thing. He doesn't care what goes on in his Nazi port bar. He doesn't. Like as long as he gets the influence he requires, I mean, his manipulation of Grog is laughable. You know, Elon's, and he of course got got total ratio last week when they said, is Elon the best person to be peed on in history? And they're like, No, he's a physical specimen. Grog Sitesim is a physical specimen. Him and LeBron James. Then people, you know, does he eat poop better than anybody else? And they did that. Yes, he's the best poop eater and stuff. So the whole thing is so laughable, like that you would spend this much money. And but the irresponsibility of the platform, I don't think you can avoid it, these platforms actually that they exist, you can avoid this kind of influence. But I think you could mitigate it. And they don't seem caring about mitigation. I was, I wonder how this idea of showing where everyone's from was meant. Was he trying to fuck with MAGA? Because that's where most of the abuses seem to be. You know, I just was, I was wondering what he was up to, like, because he let it happen. But now they've changed it. And now you don't know what they're going to do. They'll manipulate, they'll just show, they'll just, they'll just, as usual, they'll make it into a dog's breakfast, I think, in terms of being able to follow it. I want to know what you also think of Rubio, this Rubio situation. But just some data. 2016, Russia's Internet Research Agency posed as Americans and used micro targeted Facebook ads to promote divisive political issues. In 2017, Russian operatives used Facebook accounts to organize, get this, over 60 protests in America, both before and after the 2016 election, the stop the steal bullshit. In 2019, over 7,000 Iranian accounts are banned on Twitter, most of which were commenting on US politics. 2023, the federal government stopped warning big tech of foreign influence, stopped campaigns, or stopped warning them in response to GOP backlash. In 2024, US intelligence officials warned that adversaries, including Russia, China and Iran, were utilizing AI to influence the election, primarily looking to undermine Harris. Like, just be clear, folks, these foreign actors seem to be on the side of the GOP, typically. They're on the side of divisiveness, first and foremost, but a close second is the GOP because the GOP seems to be parroting, and this is the segue to Rubio, seems to be parroting Sergey Lavrov, the foreign ministry head of Russia, his talking points. And it's just insane that all of a sudden the GOP has come from, I mean, things have, talk about the world being turned bass-ackwards. We used to be the, you know, give peace a chance and let's play basketball against Russia and do an exchange. Hug the Russians, McDonald's in Moscow. Yeah. And it was the GOP where I looked into his eyes and I saw the KGB. I mean, it was the GOP that was the hard line. You know, Mitt Romney was mocked by Obama by saying Russia was our biggest foreign threat. And now all of a sudden now, it appears that the GOP is basically the staunchest ally of Russia abroad, with the exception of India and China, who just want cheap oil at 38 bucks a barrel versus 61, which is what the price for light crude is. Anyways, the whole, I don't recognize this shit anymore. This isn't even the GOP. It's an entirely different political party. Well, except they're also sending that moron Whitcoff over, who has no experience, and Jared is back, like, and seems to have just taken, had someone else do his homework. And Rubio, who had a pretty good reputation from a foreign policy point of view when he was in the Senate, is now just, I think, I guess he wants to run for vice president. He's never going to win, but, you know, because he's going to run with J.D. Vance, the two most charmless and charmlesser. I think he was trying to signal the senators. That's why all these group of senators said he privately described it. So I think he's trying somehow to back channel them that this is all bullshit. But then goes out and defends it at the same time. It's just, he's a fascinating political figure. He seems like in personality, like small dick energy kind of thing. But he seems to not, he seems to be wanting to signal them. And I suspect he was the one that was doing it, but then publicly won't do it. It's, I don't know, it seems very strange. He should quit. Okay, he's not going to quit. This is, like, I do think it's a bit unfair. I think Wittkopf and Jared deserve some credit for the ceasefire in Gaza. And I'm skeptical of a real estate developer usurping and playing, playing like geopolitical ambassador, but they deserve credit for facilitating that agreement. This is incompetence on display. And our secretary of state trying to pretzel himself with what I call it flood the zone, interesting narrative and big words. And if you listen to an interview with Marco Rubio, our secretary Rubio on Meet the Press, he'll, after about two or three minutes, like watching dogs watch television, it's like, okay, I know he said something, but I'm not sure what's going on there. He just, it's just like this total in and Marco Rubio, since I think the age, I think he's a very talented politician. But I think since the age of 22, he's everything he does is totally dictated on how can I get more one, an additional straw to pull an aisle when I run for president. He was initially put on a committee, one of the Republican meant to address the immigration issue. I mean, we had a chance to really address this shit about 20 years ago. And he bailed when he found out that, that the far right part of his party, which he was going to need in his planned attempt to run for president a couple of years later, didn't want, didn't want, dreamers didn't want a path to citizenship. So he will say and do absolutely anything that he thinks is going to get him to be president. He demonstrates no leadership at all. No, I think, I think Trump called him pretty clearly. I think he was right. But you would, unfortunately, and I don't, you know, he is, I've been told not to say this, he's the fastest tortoise. I was going to use another analogy in this, in this cabinet because he is a smart guy. He is well versed in geopolitics, but this just makes us look fucking stupid. It does. It really does. Let's take the 28 talking points from Russia and say that's our plan and then say, no, it's not our plan. I know, your point, crazy. Anyway, we have to move on. But it's the whole thing is together, everybody, try to understand the systemic situation happening here of manipulation of our, of our, of the most, the strongest country in the world. Anyway, it does just real quick, though, it does come back, it does come back to tattoos and that is generally speaking, I don't like tattoos, but I love women with tattoos because it shows a history of poor decision making, which plays to my benefit. Yeah, you're never getting any anyway. I'm speaking up here, something that will repel you. On our last episode, I predicted that Donald Trump and Zoran Mamdani would get along like peas and carrots. I guess what's got, what am I going to say next? I was. I'm telling you, it's the name of your biography. I was right. I was right. I was right. And dot, dot, dot, I was right. Dead right. This one was fantastic. Their Oval Office meeting is described as a love fest with Trump looking smitten as he grinned at the mayor. Elect Trump, praised Mamdani's campaign, called him a very rational person. He said he'd be cheering on his mayor. He, let's listen to Trump explain what he finds so fascinating about Mamdani. I think he's different and that can be in a very positive way, but I think he's different than, you know, your typical guy runs, wins, becomes mayor maybe and nothing exciting because he has a chance to really do something great for New York. New York is at a very critical point and he does need to help the federal government to really succeed. We're going to be helping them. Trump even brushed off Mamdani previously calling him a fascist. He says, don't answer that. I'm fine with it. For his part, Mamdani told Meet the Press over the weekend that he stands by his criticism of Trump. Then there was a lot of glamour shots in front of FDR, the socialist president, the most socialist president. And of course, there was a picture of Mamdani and he from behind, looking over, I suppose, the Mar-a-Lago patio. And it was sort of a, this can be yours someday, it was so romantic. It was, I don't think people were wrong about the romance of it, not on Mamdani's part, on Trump's part, which was weird. Now, let me be clear, he will invade New York if he wants to tomorrow. Like he could shift on a fucking dime, but I think he understood the political strength of Mamdani as a winner, as we talked about. What are your thoughts? I think it was really, I think it was an incredibly true move on both their parts. I think it made both of them seem a lot more statesman-like. And this was just the definition of a win-win. And I think Trump wants to be, you know, popular, well-liked and what he sees as his city, his home city. Mamdani, Trump has always been very luxist and loves a handsome young man. He's always been very important to him. He admires those people. And Mamdani is both those things, or Mamdani. He also, you know, Trump is attracted to strength. Mamdani's win is nothing short of remarkable. Yeah, twice. And also Mamdani was really smart to be in the Oval Office and show that kind of respect and not be crazy and not be- Dress nicely as opposed to Elon. Remember the visual? This was- You know the visual of Elon standing there in like a T-shirt, looking like a lunatic, like a drug addict, essentially. It looked like hot topic the day before it had it's going out of business sale. He's like swing by. Doesn't our uncle like this shit? Yeah, buy it all. This was a win-win for both of them. Absolutely both of them. Mamdani needs to figure out a way to get along with the federal government and the president that will only help New Yorkers. At the same time, Trump, it shows him being gracious, statesman-like. I think this was a win-win. Absolutely a win-win on both parties. Here's one quick part was he was before Chuck Schumer and Akeem Jefferies have met with him. I mean, seriously, like Trump took the shine of Mamdani and they didn't. Like they could have easily done that, right? And Trump was not scared to do that and he's the least likely to have done it. It really, I just, I find them so ham-handed in terms of how they handle things. And again, the only person who you can do, you can do on a, this is an exciting win for New York, et cetera, and Democrats. I don't agree with them all the time. That's kind of what Trump did. Like he did say, they did indicate differences, but he was sort of just celebrating the win, I guess. And that's a political opportunity. The Democrats have missed rather significantly. They've got a star in their midst and Trump understands he has political acumen, that's for sure. I don't think it, I think tomorrow if he wanted to, he'd do, he'd change his mind and invade New York if someone gets in his ear. But for that moment, I was like smart political guy, always been smart. Our American leaders are supposed to embody what it is to be American. And I remember playing, you know, Pee Wee baseball and getting beamed in the head on purpose by the pitcher. I remember playing Pee Wee football and we would, people would try and purposely hurt you. And at the end of the game, standard accepted practice, no matter what happens, at the end of the game, the whistle goes off, you shake each other's hand and you congratulate each other. And I believe that in politics, and it used to be this way, you congratulate the winner and you say, I will work with you and I will do my best to help you, you know, try and make America better. I don't, you want to give people the benefit of the doubt. You want to say, I would have not, I'm not a resident of New York, I would not have voted for Mom Donnie. I hope he is successful. Everyone has an obligation to give people the benefit of the doubt, to shake their hand and try and be productive. And the two of them, intentionally, unintentionally, inconsistent, whatever you want to say, they did that. That is what our leaders are supposed to do. Yeah, it was interesting. It was a really interesting and from a visual point of view, you talk about visuals all the time. It was like, hello, son. I mean, someone was saying that Steve Miller and JD Vance must be on Suicide Watch at this point. But who knows, who knows? I don't think, you know, anyway, let's go on a quick break. When we come back, Google gets a big win in the AI arms race. Support for the show comes from Quince. It's hard to get everything you want, especially when it comes to your clothes. But what if you could find pieces that feel effortless, comfortable and still put together? Thankfully, there's Quince. Their fabrics feel elevated, the fits are flattering and everything just works without overthinking it. Quince has all the wardrobe staples for spring. Think 100% linen shorts and shirts from $34. Lightweight, breathable and comfortable, but still look put together and clean 100% pima cotton tees with a softness that has to be felt. Everything is priced 50 to 80% less than what you find similar brands. Plus Quince works directly with ethical factories and cuts out the middlemen. So you're getting premium materials without the markup. I love Quince. 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Oddly enough, lots of people are praising and Mark Benioff, who shifts on a dime, is saying, oh, holy shit, this is really good. People use it are saying it's really good. This nano banana kind of thing. Is this a real shift? Because, I mean, as you and I both talked about, there's a real problem for open AI not to become Netscape right here, that that's the issue. Maybe a superior browser everyone was using and then they weren't. This stuff can go away rather quickly. Google has so many hooks into people through search and to make the leapfrog. And if it's a better product, so much the better. Yeah. So in my predictions deck of 2024 for 25, one of my predictions was the Empire Strikes Back. And I was making a reference. Alphabet has the most IP around AI in history. They got caught asleep at the switch in the ultimate example, the innovators dilemma in the sense that they didn't want to cannibalize their search business. So they didn't monetize it or productize it. And then they created an opening for open AI. But they have gotten the memo in a serious way. And when you have 2 billion people logging into your platform every day, you just have this unbelievable fire hose you can point at a product. And now, arguably by a lot of metrics, Gemini 3, their latest AI model is the best performing LLM in the world. Have you used it? Have you started using it? You're a chat GBT boy or Claude, your Claude person. I like Claude. But I do go back and forth. And what I find really powerful is not Gemini, but the AI summaries at the top of every Google search. They're getting better and better. They were terrible at the start. Now they're really good. Something that skipped most of the media is that Gemini has also turned on ads on its AI overviews. So that will be a massive new revenue generation tool for one of the most widely used AI tools. And they, I think, are saying, okay, we're in the ad business, not the subscription business. So that means the tool's roughly 75 million daily users will see sponsored results in the AI summaries that appear at the top of the Google searches. And that means they're the first AI company to turn on ads. So I saw that as more significant here. And in the short term, users may prefer Claude and chat GBT, which are still ad free. But what I have been surprised at, have you heard the term fast TV? So linear TV? Yeah, yeah, sure. Yeah, 2B and stuff like that. Yeah. So linear TV is you turn on the TV and it's just running. It's not streaming TV. So every year for the last 20 years, streaming has been eating into linear's market share. For the last two or three years, it stopped. 50% of time spent watching video is linear TV. Some people like the passive, relaxing, less costly version of TV where they just sit there. Just like when I get on the Law and Order channel, I just let it play. Yeah, I see good fellows watching it for 15 minutes. So commercial. Then I go three more channels. Oh, there's the Shawshank Redemption. I'll watch that for eight minutes. Then, oh, it's the sports. Me too. It's that hot news anchor. I'll watch her for a while. That's my hotel room. Yeah, you just browse, right? Oh, it's whatever it is. It's Anderson Cooper. I'll watch him for a few minutes. The Santa Claus. I watched that. Yeah, you see the same movies they play over. But for me, it's literally like, I mean, families spend 50 minutes a week, almost an hour a week, almost a week a year deciding what to watch on Netflix. And when you just sit down and start scrolling through cable, it's pretty. So anyways, the ad market is just enormous. And the way that these guys were going with subscription and Google Alphabet, who's arguably the best advertiser in the world, has said, no, it's the ad model. They have an extraordinary front end to aim consumers at it. But all of it, I would argue, all the narrative is around Gemini threatening, threatening chat GPT. I think the most more important is deep seek and Chinese open-weight AI which you talked about are going to erode all of their market share. Yeah, will you start using Gemini 3 for me because I don't have time to use. Yeah, it's funny. I got to get better at this stuff. I only use two. I'm really lazy. The one thing I don't use them at all. I'll be honest with you. I don't really have that many needs. Oh, what I would recommend to anybody is I've tried to do this in my friend Greg Shove, who's the CEO of Section, which is trying to upscale people in the enterprise for AI. He said, he gave me a tip and I have done it. Like right now, right now I have a second screen. And I always have a second screen. And the primary purpose of the second screen is almost everything I get, especially if it's digital. I upload into one of two LLMs. And I'm trying to learn what you can do with this thing. And you start to learn what it's good for and what it's not good for. And it's really useful. I find because what they're finding in corporations is these companies have signed up big site licenses and they're excited about it. And no one's using it. No one's adopting it. Well, it's quick answers, right? It's really quick. And as they become more accurate, the problem is accuracy, of course, but it's sort of like you used to go to the encyclopedia and now it's there for you, explained and packaged in a way that search never was. Yeah, I find, I mean, the way I describe it is you have the world's smartest intern who's read the entire internet. But you do learn like the more information you give it, I ask it to take on a voice, I ask it what additional questions can I answer for you to make your answers more complete? Can you graph this? Can you recheck this? This doesn't sound right. You begin having a dialogue with it. And I find it, I do find it fascinating what it can be used for. And anything you get digitally, anytime you get a report from your doctor that's digital, uploaded to these AIs and see what they say about it. I don't put anything in there. I don't want them to have my information. Yeah, you're more worried about that than I am. I don't want, I don't know. I just, anyway, please use it for us and bring back a report. Anyway, another related story, markets remain unsteady. And we have talked about this a lot and it went up and with Nvidia's fantastic earnings we talked about last week, the market still remains unsteady amid this continued AI bubble fears. They did not go away after Nvidia's impressive earnings was just a short-term fix. Nvidia wiped out its initial jump from the earnings, is now down 2.3% in the last five days. They're all down. Bitcoin has gone to the basement. The Trumps have lost a lot of money. I know we feel bad about that. At the timing of the taping, the S&P 500, the Dow Jones are down around 1.5% for the month after a rocky couple of weeks. Meanwhile, crypto, as I said, is crashing on track to have the worst month since 2022. And there was all these memos like, Jens and Long saying, we better slow this fear thing down. But it didn't work. It hasn't worked, I guess. And investors aren't quite as concerned. And by the way, everyone should read this Wall Street Journal story by Jonathan. I think it's wild about the ridiculous accounting tricks that that Metta is using for its data centers. It so feels like AOL. It so feels like so much of the stuff. And this is the guy who unearthed the Enron problems. So pay attention to him. But go ahead. Well, so economic history is typically when we have these sorts of, I don't know, manias or bull markets. About the time everyone acknowledges they've gone crazy, they then go insane. And that is, so granted, the market had a pretty swift reversal last week. But these stocks, Alphabet just hit it an all time high. Invaders check back a little bit. And everyone's talking about how Bitcoin is sort of a canary in the coal mine. But keep in mind, even though Bitcoin has had its worst month as you pointed out since 2022, it's back to where it was in April. And it's still up since the president was elected. So it just had those big run ups. That's why you would argue the narrative is doom. What's really happened is just like a small check back. But the narrative has gone from AI boom to AI bubble. Generally through economic history or the history of the markets, what you see is when people say this is crazy town, it then goes insane. And then about the time everybody says, well, maybe we are in a new economic model and everyone throws in the towel. That's when you get the crash comes. So if you were to look at, I mean, even if you were to overlay open AI and NVIDIA's valuation say against Netscape, it still looks like there's room to run. Having said that, I always like to disclose what I'm doing. I'm going to wait, I've been paring down my big tech stocks. I'm like, look, I may be wrong, but I know that they're, I know I'm selling at good prices right now. Right. You may take your earnings, right? Yeah. But the markets feel very, very nervous right now. It's fragile is the word you use last week. Fragile. But what's interesting is what you see a lot of times that I love this term, the markets climb a wall of worry. It's usually when we're not worried that the markets just throw up. Right now, this to me, again, I wouldn't say it's 97. I think we're 98 right now. All the smartest people in the room are saying these things are overvalued. And as my friend Barry Rotholtz pointed out to me from 97 to 99, the Nasdaq doubled. Yeah. When is the down? When is the down? Well, that's the thing. Nobody knows and you're worried about missing out on gains. And again, the only answer in my view is to be more diversified, move more into cash, but also just be incredibly diversified. But again, I- Yeah, stick more gold bars up your ass. That's my favorite. And Warren Buffett has amassed a cash file of $360 billion, I think. Yeah, he really has. It's really interesting. It's his last move, I think, interestingly enough. And then he'll buy, but I mean, he's quite old, but it's one of his last moves. You know, when people talk about the 15 tech stocks that are up more than 70%, they were down 6%. But folks, okay, so now they're only up 64% for the year. It would just make sense that there wasn't drawdowns, but I don't think we can call this a correction yet. Still the worry persists. People are very worried. And there's going to be more and more, how are we spending money, you know, like a band that I'm really drunk and sale, probably. All right, let's go on a quick break. We come back. 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One more time, gusto.com slash pivot. Scott, we're back with more news. We don't have Bargsy Taylor Gearing to kick around anymore, or Trump really does. She announced that you will resign from Congress in January after President Trump called her a traitor for Marjorie Sheller Brown. I'm not sure what that was, but that was a weird nickname for breaking with his stance on the Epstein files. Green said, in an announcement video that she refuses to be a battered wife, hoping it all goes away and gets better. She dragged out the battered wife metaphor. Let's listen to more of what she said. I have too much self-respect and dignity. I love my family way too much, and I do not want my sweet district to have to endure a hurtful and hateful primary against me by the president that we all fought for, only to fight and win my election while Republicans will likely lose the midterms. We have one more clip that she said for you, Scott. Let's listen. I believe in term limits and do not think Congress should be a lifelong career or an assisted living facility. She's speaking to you. She's speaking sweet sweetness to you. President Trump called the announcement great news for the country. Just this morning, there was some reporting on Punch Bowl, which I think is highly accurate about lots of people are going to depart, lots of Republicans, which are going to send possibly Johnson not controlling the House by the departures in January, because they can't get those people in place fast enough in these special elections. There might be more departures largely because the White House keeps kicking the shit out of Congress, which of course, at any time they could take control, by the way, Congress, you have an enormous power within your ranks, except you're run by Mike Johnson, who is a toady to Trump, which he's going to be a footnote in history very soon, I think. What do you think this means in terms of how do you think she handles? She put out lots of information. A lot of people said it was a strategy. Some people say she's going to run for president. She says that's nothing of the sort. Other people were talking about how much money she made through stock trading. She started off with $700,000 and now it's $25 million. There's all kinds of different things. And of course, Jasmine Crockett was like, oh, you had a week of President Trump yelling at you and you run and I have years of it and you better suck it up, sister kind of thing. So there's a lot going on here. I mean, how do you think she handled this? Talk about it from a brand point of view, if you don't mind. I think the people we're going to be most harsh on in history won't be some of these people who were, in my view, wrong and demonstrated really anti-American, just made a series of bad decisions and demonstrated an incredibly low character. I think the people that were most disappointed and are the enablers, like when I look at World War II, I just think, how did we turn away that cruise ship of Jews looking for refuge? How did Europe ignore? Why did the French so, were so quick to hand over lists of Jews? The enablers. And the Republicans here, behind the scenes, as soon as they resigned from Congress and go on Bill Maher, find their testicles. And they have enabled this. There's just no getting around it. When Senator Rubio lets Zelensky be abused like that, he is enabling the invasion of Europe by a murderous autocrat, which anyone who has any historical context knows that is not right. When we have this type of just incredibly irresponsible fiscal policy, we know that ends poorly. And Republicans have supposedly always been the fiscally responsible ones. When we have extra-ditional killing of people in fishing boats that would take 20 stops to get to Miami with the supposed fentanyl that is not produced, nor is there any evidence of it being in Venezuela. And Republicans have been about stopping these forever. I mean, these people are just enabling. Are these guys getting blown by the hottest women in the world as long as they're in office? Why do they so desperately want to hold onto their jobs and just put aside all sense of character? Well, she's smarter than most of them, right? That's where I'm headed. We're so desperate for someone to speak up that the nation, and she has been a leader on the Epstein files. The nation just is really impressed with MTG. But what I want to remind people of is who she is. Correct. And I've said, I don't think it's fair to treat Mark Benioff as an apostate. I think you have to look at all 35 millimeters of their life and not just take one frame. And I just want to remind people of Representative Taylor Greene. So in terms of election and political legitimacy, she repeatedly promoted false claims about the 2020 US election being stolen. She supported efforts to overturn the 2020 election result and objected to certification. Her comments about Democrats have included making statements comparing Democrats and political adversaries to Nazis. She suggested the US is in a form of civil war and is used rhetoric implying Democrats are enemies of the country. Her conspiracy theories. You're crazy. She constantly parroted Q and A narratives, which she later said she no longer believes, claims about various mass shootings being false flags, speculation about space lasers. She didn't say Jewish space lasers. She said space lasers in connection with California wildfires and then connected to the Rothschilds, which are often a trope for anti-Semitism. It is indeed. Terms for COVID-19. She frequently attacked public health measures comparing COVID restrictions and vaccine policies to Nazi era persecution. Her interaction with colleagues highly publicized confrontations with other members of Congress, including yelling at colleagues in hallways, posting inflammatory signs outside her office about LGBTQ issues, referring to political opponents with demeaning or conspiratorial language. Her January 6 related statements criticized the treatment of January 6 insurrection as calling them political prisoners, referred to the January 6 events in ways that critics say minimize the violence of that day. Her statements about minorities and social groups. I'll wrap up here in a few seconds. Let's do a real biopic here. She made comments about Muslim members of Congress, including past suggestions they should not serve and be subject to loyalty tests. Gun related incidents. Incidents she appeared to endorse violence against Democratic leaders, filmed herself confronting a school shooting survivor, David Hogg. And meanwhile, she's leaving Congress with about $23 million, including trades and Palantir three days before they were awarded contracts from a committee she serves on. You know what, Ms. Representative Green? Good fucking riddance. And we are so desperate for some semblance of sanity from the GOP that we laud this person because she's good on the Epstein files. Her house was not raided like Bolton's. She has not been threatened with legal action like Senator Schiff. But oh no, she's being persecuted. Do not trust this woman. This is a no legislative accomplishments whatsoever. Her history and her record are bigotry, anti-science, being divisive, good fucking riddance. Yep. It's got, I love you. Let me just say, I love you now more than ever. Because one of the things that drove me fucking crazy was all these interviews, which I really did agree with her on a lot of things. But no one said, what's your stance on trans still? What's your stance on Muslims? They didn't ask the, I thought if I got her, you know, on an interview, I'd be like, okay, you don't like, I agree with you on the Epstein files. Let's talk about your other points of view and like remind people of who this person has been. I agree. I agree. I, kind of like when people make big shifts, but this person has, is a history of real toxicity. And I thank you, Scott. I love you. I'm not going to go anymore. Anyway, very good. You're going to get a tattoo with my name. I'm going to get it. I'm good. I'm everybody. Right in. What should be my Scott tattoo? I see a Tram stamp coming my way. I'm getting a Tram stamp for Scott. Like anyway, very quickly, Eli Lilly just became the first healthcare company to hit a trillion dollars in market cap powered by its increasingly demand for GLP one weight loss drugs, Mujaro and Zepbound. Scott's been talking about this saying most important thing, the company stock has surged more than 36% this year in recent deal with the Trump administration to cut drug prices, push shares even higher up next. He plans to seek FDA approval for a GLP one pill by the end of the year. All the other companies are doing the same, aiming to bring it to market by the mid 2026. Wall Street expects the pill alone could join it up to $40 billion a year at its peak. Costs will come down for these drugs, probably considerably. So as you said, healthcare is a better bet than AI right now. Correct? I pick a technology the year every year, 23 and 24. I picked AI 25. My technology pick was GLP one. I think I'll give you a shout out. I watched your interview. I thought it was actually quite interesting with Scott Jennings. The guy looks like the old Scott Jennings is going to show up and eat him. I saw who was the old secretary of state under Trump that he hates now, Mike Pompeo. I was at one of these master of the universe and I saw literally he looks like a different human being. 70% of Americans share is we're fat. 70% of Americans are obese or overweight. Talk to me about someone who's an AI and who's on GLP one and ask them, what has had a bigger impact on your life? These things are, I think it's the most important technology since GPS. I would agree. I have to say in this reporting for the secrecy and the documentary of all the things and there's a lot of things sleep and health. The two things, AI and cancer research, people are absolutely thinking this is a critical ability to find these answers and drug discovery, but the number one thing and CRISPR of course is another big technology in health, but the absolute number one thing, all the doctors, GLP one. One of the things that really ails us is incremental quality and I think that's, it presents an existential threat to the market and a real move towards fascism would be an economic shock. It's inspired by the fact we're running out of cushion in terms of our deficit being $37 trillion and the fact we spend $2 trillion and more than we spend. 350 million people spend 13,000 year on healthcare versus other nations at 6,500. The most important seminal move our government could make right now in terms of a moonshot wouldn't be putting people on Mars or AI weapons, it would be the following. Put out a bid and say we are going to buy a $2 billion worth of doses, 200 million people, 200 million people on our OV server weight, $1.2 billion doses, six months and we are going to whoever gives us the lowest price and we are going to give GLP one into every rural community, every person that's obese. You want to see healthcare costs come down, you want to see depression and anxiety reduced, cortisol, stress, heart attacks, take America down 20 pounds per household, 30 pounds per household in the next six to 12 months, it would have huge social and economic ramifications for us. Yeah, everyone gets a home and everyone gets not to die of a heart attack. Yeah, get the semi-glute type. Yeah, anyway, we should run for president, we really should. All right Scott, one more quick break, we'll be back for wins and fails. Dell PCs with Intel Inside are built for the moments you plan and the ones you don't. There are those all night study sessions, the moment you're working from a cafe and realize every outlet is taken, the times you're deep in your flow and can't be interrupted by an auto update. That's why we build tech that adapts to you, built with a long lasting battery so you're not scrambling for an outlet and built in intelligence and makes updates around your schedule, not in the middle of it. Find technology built for the way you work at dell.co.uk forward slash Dell PCs, built for you. So why make it harder with a dozen different apps that don't talk to each other? Introducing Odu. It's the only business software you'll ever need. It's an all-in-one, fully integrated platform that makes your work easier. CRM, accounting, inventory, e-commerce and more. And the best part? Odu replaces multiple expensive platforms for a fraction of the cost. That's why over thousands of businesses have made the switch. So why not you? Try Odu for free. At odu.com. That's odo.com. Support for the show comes from Odu. Running a business is hard enough. So why make it harder with a dozen different apps that don't talk to each other? Introducing Odu. It's the only business software you'll ever need. It's an all-in-one, fully integrated platform that makes your work easier. CRM, accounting, inventory, e-commerce and more. And the best part? Odu replaces multiple expensive platforms for a fraction of the cost. That's why over thousands of businesses have made the switch. So why not you? Try Odu for free at odu.com. That's odo.com. Okay, Scott, wins and fails. I shall go first. You go first. My fail. Another newly released court filing claims met an new. Its platforms were harming young users but refused to make basic fixes that could have protected kids. I don't know if that's my biggest fail or the doge no longer exists. We will miss you, big balls, but a failure. An enormous fucking failure by all the numbers and there's several stories. You can go look at them. It cost us money. It created all kinds of havoc. It made Elon richer. And who knows what else he got in terms of data. And it was very bad for the American people of a good idea to always cut costs. But this was one big corrupt grift and goodbye, good riddance. My win is in the same area where people are coming around to this idea of the tyranny of wealthy people, which is not, I'm super wealthy people. Tina Brown, who I love, just gave an interview. It's something I've talked about a lot. But someone asked her, what does his rise say about people who are feeling about the elite there? He was talking to Zoran Mamdani. Now, last few years, we have been so bullied by the super rich. There's a sense the rich are the ones who have a voice in every debate, whether it's about academia or the way the nation is run or how we live our lives with the tech revolutions. And people have felt, I think, more and more hopeless about the enormity of the wealth and the impossibility of fighting it. Mamdani has shown how to get your fight back. It's very inspiring. Money doesn't buy everything. All that money went into stopping him and he's still one. And you don't have to like his ideas to be glad for that. And I'm very glad for that. Well done, Tina Brown. Well said. They need to shut the fuck up. That's how I would say it, but she's much more articulate. Well, they're not going to. What we need is more Americans to be activists and protest and vote for, do the research, vote for whoever you think is best, not who has the most commercials running. But also, may I meet you? It's so funny. I went out, I took my doctor friend to Rouge Gardens, which is kind of the hotspot here. Different hotspot every time I talked to you. I'm on the massive arrested adolescence tour. I thought so. It continues. And three different people came out to me. They recognized me and said, said, may I meet you? And they said, what do you think of that? And the honest answer is, I think anything that encourages people to meet each other is a good thing. I have no problem with Bill saying that. No, you may not. You should not be due dating advice. I always started with, hey, where are you from? I know. I told people your picture thing. And everyone laughed at dinner on Friday. I'm like, Scott's thing was take a picture of a selfie. He told the bartender, we all had a good laugh at your expense. And then turned around and say, this is from when I'm going to show when our children would meet. Let's take a selfie together. There you go. The bartender was like, that person, I would make sure left the bar. Left the bar. Call him a cab. Yeah, creep is all right. Yeah, I don't, anyways, I don't, I don't know where we were headed with this, but I don't have a problem with anything that encourages young people to start talking to each other. May I meet you? I'm getting a big pushback on my alcohol thing with a lot of people. Stick with it. I know you are. Stick to your guns. Stick to your guns. Yeah. So that's your, you're failing to win. I just like her saying that. I want to articulate it. We have to fight. This is what it is. It's like, you don't, these people don't have knowledge on everything. Like they need, I think they need to shut up, but we should stop listening to them. Maybe is the better point. And there are ways to win. We have this wonderful guy and before him was a wonderful woman. And then they call him VP of student engagement or vice chancellor or whatever they call him, associate dean of student union. And their job was to do programming at Stern. And occasionally they make the mistake of asking me to get involved in administrative decisions, which never works out. And the last time I think they asked me to get involved was around the office of student engagement. And I said, I need to see, I think you should have higher, greater criteria for student speakers other than they have three commas. We are so fond of inviting billionaires to speak to these kids. And I'm like, billionaires don't immediately inherit wisdom around life. They just, they've just made a shit ton of money. And we should bring in people with domain expertise and, and academic credentials and accomplishments. And that's where I, that's where I started my whole, I started going to these things where they always say, follow your passion. And I said, I figured out that anyone telling you to follow your passion is already rich and made their billions in iron ore smelting. Like these people are just kind of full of shit. And under the impression, because a bunch of young people will look up to them because they made a lot of money. But the, the more dangerous thing I find is that, is that the super rich, first off, I think of the middle class really knew how the super rich live and how much power they had. There'd be a revolution. But what's more dangerous is the super rich lose their empathy. I don't, I've never bought into this notion that the super rich are naturally bad people. I don't think that's true at all. They lose their empathy though. You're right. But they have their own airports. They have their own transportation. They have their own visa procedures. They have their own access to family planning. They have their own healthcare. They don't have to wait in line in an ER. They have people come to their house to give them NAD treatments. They don't, they have their own schools. Yeah. Our kids can read or write. My kids can read or write. Here's a fucking crazy stat. Average high school spends $15,000 per student. High schools in poor areas, 8 to 10,000. The average elite private school in America where the rich kids go spends $75,000 a year. So what do you know? When you invest a million dollars in a kid, he's better prepared for the real world than if you spend 150 grand on them through the course of their childhood. So how can they really, they live in safe communities? How can they really empathize? It's like I've said, and this is virtue signaling. I don't think rich people who grew up with money will ever understand what it's really like to not have money. I just don't think you can. I'm not saying you can't be sympathetic. I'm not saying you can't be a great leader, but you just don't understand that insecurity. You don't understand that like shame you feel in a capitalist society when you don't have money. And rich people are losing touch with the American experience. So are they going to fight for healthcare? Are they going to fight for infrastructure? Are they going to fight for funding for roads and subsidies for people who can't afford it? And by the way, where I live in Manhattan, I never see homeless. I just don't see them. You're not looking. They're there. So may I just say, are you dating AOC right now? Is that what's happening? Is she, what she been asking about me? Be honest. Never. Never. I want your wins and fails. God, I would absolutely go there. I like your presidential speeches, but what are your wins and fails? But let me just disavow all notions that I'm running for president. I would give it all up for AOC. I would give it all. It's never happening. I would be the best first husband to AOC. I would just look at her adoringly all the time. Can I just say she's in a room with Emily Radikowski not talking about it. Oh my God. Can you please give your win and fail? We got to get out of here. God, she's hot. None of them are interested. Your fourth grade girlfriend's not interested in you. Anyway, please, please, please do your win and fail. You're trying to get me out of this? Yes, I am. It's possible. Win and fail. Let's move. Let's focus. Land the plane. My fails, I don't think Americans have really recognized for the longest time until now just how incredibly impressive the people are who decide to go to work for our government, especially at the highest levels. I don't care Republican, Democrat, generally speaking, people who get the call are the brightest people in the world, the hardest working, the people go meet a bunch of staffers from almost any office, generally speaking, they're the most impressive group of young people you will ever meet. When you meet our diplomats, Republican, when you meet people really far down the line in the FBI, God, they're smart. They can also kill people if they need to. Our people from our security agency, I was talking to the guy who ran the cybercrime division for the CIA, and I'm like, Jesus Christ, this guy, this guy's the smartest person in the world who only makes 180 grand a year. You meet these, get to know the two women who won governorships in Virginia and New Jersey, and you're like, Jesus Christ, these people are smart. And we have taken for granted generally administrations that are at a baseline level of competent. And guess what? That's no longer the case. We are putting out talking points from Russia on Ukraine that it ends up somebody didn't know with the talking points from Russia, and we're having to walk it back. We have a secretary of health and human services that is trying to link autism with vaccines on government websites. We have a secretary of education who referred to AI as A1, has no idea what AI is, and that's our head of the department. She got hit in the head too much in the wrestling matches anyway. Ahead of the Department of Education, we have taken for granted this amazing American tradition where young people, when they get Robert McNamara, terrible decision, ridiculously fucking bright guy, secretary of defense during Vietnam. Okay, you may not like the guy, but guess what? He was the best and brightest, the best and brightest in America. Usually go to DC and that, and they still go to DC. They'll be back. But now we've decided, oh no, competence, competence has been replaced by acolytes. Yeah. And it is starting to haunt us. Is this a winner or a fail? Well, my fail is very simple. My fail is the slow, the fast burn, march, fall degradation into total fucking incompetence. And America was always three things. We were incredibly well resourced. We're incredibly violent, and we're incredibly competent. And guess what? That has paid off huge dividends for us because people know our memories long and our reach is far, and we are a creative, well resourced, competent, violent people. All right, a win? Anyways, that is going away. We're now like, you don't think people are going to take bold actions against this? And when they look like, these people have their head up their ass. They're not going to know how to respond to our invasion of Taiwan. Well, hopefully they'll be out of office soon enough. Anyway, my win is, I've been watching this new program called Pluribus. I've heard it's great. It's strange. I think Vince Gilligan kind of rewrote or tore up the playbook around original scripted drama. My favorite show ever is Breaking Bad. I felt like it called on so many interesting themes. Such a Scott show. So many interesting things around the paternal desire to provide and going down this road to hell. And I also learned a lot about the meth market in New Mexico, which I didn't think I was going to enjoy. But he's got a new show out. I don't want to spoil it because I'm only two episodes in. But anyways, my win is Vince Gilligan. I feel like an overdue nod to him for what I think is the best series in history, Breaking Bad. And his new show looks like it's going to be a winner. Lesbian. She's a lesbian, main character. You love a lesbian. Well, that's clear. Yes, that's clear. I didn't know that. So in real life, she's on your team. No. On the show, she's a lesbian. Oh, everyone now in TV is a lesbian. I get it. Dane is a lesbian. Whatever. Yeah. Okay. All of a sudden, it's cool to be gay. It can never just be normal. I'm just saying. It's either uncool or very cool. It can never just be. Just a lesbian. Just pointing out she's a lesbian. Anyway, I'm going to watch that show and then we can discuss. That'll be good. Okay, good. Anyway, as we said, we will miss you big balls, not even slightly. Anyway, we want to hear from you. Send us your questions about Business Tech or whatever's on your mind. Go to nymag.com slash pivot to submit a question for the show or call 85551pivot. Elsewhere in the Cara and Scott universe, this weekend on with Cara Swisher, I spoke with Jennifer Welch from the podcast I've had. We talked about her frustration with House and Senate minority leaders, Chuck Schumer and Hakim Jeffries. Let's listen to a clip. As much as Chuckles and Hakim drive me crazy, they are the leaders that we have. They are who we have. And so I'm cheering for them to succeed. So if they can clean up their kind of embarrassing cringey posts and become more relatable, I'm going to cheerlead for them. But I'm also not going to be a sycophant for them and just go along with, boy, they wrote a strongly worded letter. Go get them, Chuckles. Right. That was the strongly that was. Go bad ass. Strongly worded letter. I really mean it. She's great. She's a delight. I have to say. Yeah, they're having a moment. She's also very serious in a way. It's not silly. I mean, her names are hysterical, cankles, etc. But she's got a very sharp mind, I have to say, and doesn't take anything at face value. I really enjoyed that talk. Fascinating background too of her mother was an atheist, sort of introvert. Well, and it's also kind of cool they live in Oklahoma. I mean, they're in Jesus. Oh, she's just moved to New York. So we're going to have a party at your house. In case you're interested. Oh, really? Yeah, we're having a dinner party at your house. It's fine as long as I don't have to be there. No, you have to be there. It's going to be Jennifer. It's going to be all these bad ass ladies. It's going to be great. You're going to be serving the canapes. Anyway, I was just going to ask you if we can use your house for the party. She just moved in. You know the answer is yes. I just don't want to be there. Oh, come on. They would love to see you. I don't like people. I understand. But you like these bad ass ladies drinking tequila at your house. No, I don't. I don't trust her. I don't give you that. She's a fun girl, let me just say. Let's say she's a lot of fun. Anyway, that's the show. Thanks for listening to Pivot. And be sure to like and subscribe to our YouTube channel. And also, happy Thanksgiving, everyone. Happy Thanksgiving. Are you having Thanksgiving there, Scott? Oh, yeah, we love Thanksgiving. And so everybody, happy Thanksgiving. We give thanks for you. I hope you give thanks for us. I give thanks for Scott and the whole team here at Pivot. That's nice. Yeah. Today's show was produced by Lara Naiman, Zoe Marcus, Taylor Griffin and Kate Gallagher. Ernie Nertot introduced this episode. Jim Mackle edited the video. Thanks to also to Drew Brosnitz, Savera and Dan Chalon. And Shaq Kuro as Vox Media's executive producer of podcast. Make sure to follow Pivot on your favorite podcast platform. Thanks for listening to Pivot from New York Magazine and Vox Media. You can subscribe to the magazine at nymag.com slash pod. We'll be back next week for another breakdown of all things tech and business. What is the one of the things that is most productive for your mental health is on a regular basis. Be grateful. Be thankful this weekend. And then use it as an opportunity to every night, try and be thankful for something in your life. You'll just feel better about everything. Support for the show comes from Harvey AI. The future of law is agentech, not just tools that assist, but AI agents that navigate complex matters. That's why Harvey created agents that can do the work from end to end. They build a plan, pull from the secure data sources, run sub agents in parallel and draft work product ready for your review so you can delegate work and own the judgment. Trusted by more than 60% of the AM law 100 and leading Fortune 500 legal teams, Harvey is an AI operating system designed specifically for legal work. Harvey AI tailored for law. Learn more at Harvey.ai. Dell PCs with Intel inside are built for the moments you plan and the ones you don't. There are those all night study sessions, the moment you're working from a cafe and realize every outlet is taken, the times you're deep in your flow and can't be interrupted by an auto update. That's why we build tech that adapts to you. Built with a long lasting battery so you're not scrambling for an outlet and built in intelligence that makes updates around your schedule, not in the middle of it. Find technology built for the way you work at dell.co.uk forward slash Dell PCs built for you. AI is moving fast across the enterprise. Without visibility, it's just chaos. Different tools, different models, different teams using AI in completely different ways. Service now turns that chaos into control. With the AI control tower, you see all your AI across the business in one place. What it's doing, what it's done, and what it's about to do. So you stay in control. To put AI to work for people, visit servicenow.com.