Big Tech’s Day of Reckoning, Elon Takes the Stand, and the FCC Targets Disney

This episode is brought to you by The Build podcast, a new podcast from the guys behind Sincerah, Michael Sullivan and Ian Myers. Mike and Ian built their company by figuring out clever solutions to a few important ad tech problems in their industry. And that philosophy is exactly what this show is all about. In it, they interview some of the smartest tech minds in the biz to hear about how they identified opportunities, solve their hardest challenges, and grew their businesses in the process. Listen to The Build with Michael Sullivan wherever you get your podcasts. What's up y'all? I'm Skylar Diggins, 7-time WNBA All-Star, Olympic gold medalist, and mom. And I'm Cassidy Hubbard, host and reporter for nearly 20 years, covering the biggest names and stories in sports and mom. And this is AmMom, a community for athletes, game changers, and moms of all kinds. Dropping May 14th. Tap in with us. What does it take to be prepared for disaster? You have to be confident. You have to be calm. Will you be perfect? No. But the idea is that you'll have your bearings and this won't be something new to you. This week, unexplained it to me, how to stay ready so you don't have to get ready. New episodes Sundays wherever you get your podcasts. Have you ever pretended you're someone else? Pretty much twice a week with you, Kara. Hi everyone, this is Pivot from New York Magazine and the Vox Media Podcast Network. I'm Kara Swisher. And I'm Scott Galloway. Scott, I was in San Francisco. I did a lovely event with Gavin Newsom and Anne Lamont, an unusual pair. And the crowd was lovely and asked me all about you in a good way. They were asking upon you. Can you help him? No. Well, every now and then I get that. What was the event? It's my sister-in-law has a thing called Refugia, which helps take these sort of empty public spaces to bring people together and use these native grasses that don't need a lot of water and create things for older and younger people to get together and like, you know, in public schools. Where are you now? You're in a hotel now. I'm in New York now. Oh, you're back in New York? Yeah, I'm interviewing. I'm doing a podcast today and Mickey Sherrill tonight, the governor of New Jersey. I'm also interviewing the devil wears product people today, the director and writer. It's getting amazing reviews, just as I said. Oh, nice. But you don't like sequels, but this sequel is good. No, I like sequels. I just think Hollywood's running out of anyway. You know, when nine of 10 top films are not original IP, I think Hollywood has a lack of investment and creativity problem. Let me say this one isn't. This one is worth the wait. It's 20 years. And one interesting one. Have you heard about this book by Patrick Radden Kef? It's about a kid who lived in a pretty upper middle class family, but he had aspirations of more because he was in a private school with a lot of oligarchs kids and he pretended he was an oligarchs kid and ended up dead thrown out a window. Yeah, it's an astonishing story and they're saying it was suicide, but maybe it was a homicide and he got all mobbed up with Russians and various people. It's really something I read it on the plane. I would imagine that it took place a while ago, though, because most of the Russians have left. Well, I don't know, I guess, but I don't know. Have you ever pretended you're someone else? Pretty much twice a week with you, Kara. No. I pretend to be thoughtful and a good person. There's definitely something interesting about the spectrum between, I mean, there's some truth to the fact that you never meet someone, you meet their representative. And so I don't, like there's a scale, right? And the same is true of entrepreneurs. At what point are you a visionary or a psychopath liar? I think there's a lot of that in society and quite frankly, some of it's a strategy. Yeah, but if you said you did something else, I've never done that. I'm exactly the same. Oh no. No, I don't. Quite frankly, not because I'm ethical, but because I'm smart enough to know that when a digital world, they'll find out. It is hard today to do it because everyone's searchable, right? I mean, anyway. Yeah. I don't know. Actually, a few times I've said I look good naked, so I'm guilty. Who would you say if you could be, like, if you could pretend you are someone? Like, could you pretend I was them or switch places with them? No, just like say, hi, I'm Scott, I'm a blank fireman. I don't know. I've never thought about it. Yeah, I've never thought, oh, I wish I was this person. It's taken me a long time to like this one. I know. I know. It's interesting. You want to be you. I was on Outward Bound and when you got there many years ago in my 20s, they said, do not say what you do for a living to anybody, like so that we don't know, right? That you talk about anything else but your job, which is very hard actually. And I was just in my 20s, so I wasn't that far along, but I was clearly a reporter. And at the end of the, it was like, I don't know, two weeks or 10 days or something like that, they said all the jobs of everybody. And we were sitting in a group at the last session and, you know, talking and we got to really know each other, but you couldn't talk about what you did, which is really hard. And it's actually a really good exercise, I have to say. And they had all the jobs around the circle and nobody got anybody's job right. Everybody thought someone was, someone thought I was like a defense lawyer. A mechanic? No, a defense lawyer that I was like a killer, a killer lawyer. That's what they thought I was. A killer lawyer. Well, that's, you kind of are. That's pretty, that's actually pretty accurate. You know what did not get me late in 2000s New York? What? Oh, I'd throw up to a bar, finally get a wrap going, order a drink. What do you do? I'm a teacher. Oh, isn't that nice? I got to go. I got to find somebody who can take me to St. Bart's. I think that's sexy now. I think today it's a cool job. What you hear from a lot, what I can spot immediately though, I ask people what they do all the time. I don't, I think it's interesting. I'm not trying to sell or assess the importance. I just find it really interesting because quite frankly, pretty much all I do is work and that's kind of my identity, which is pathetic. But I find it really interesting. The general difference between or a difference between US and Europe is in the US people ask what do you do in Europe? They ask where are you from? What I find, what I'm running into a lot, a lot of young men come up to me when I'm out in New York and I'll say, what do you do? You can always tell the son of a rich kid because they go on for about a minute trying to describe what they do. It's clear like, okay, you do nothing and someone else is paying your bills. They talk about some convoluted or they're trying to start a platform for creatives or artists or they're starting a membership club or it's like, oh, you have rich parents. Anyways, I can sniff out NEPO babies pretty quickly. All right. Well, my kids all work hard. They have good jobs. Anyway, let's get to the news. The FCC, this story Scott has ordered Disney to file early renewal applications for its ABC owned broadcast licenses. These are affiliates in different city years ahead of the normal schedule. The commission is citing an ongoing investigation into Disney's DEI practices as justification. More notably, it comes days after Trump and Melania were new to push to take Jimmy Kimmel off the air after he made a joke about Melania being an expectant widow. Disney is pushing back hard. The new CEO is not having it and he's being supported by a range of companies and everything else. This is a step too far for our good friend and more on Brenda Carr. I'm calling him Brenda, who is a moron. He's a moron and he's just such a nakedly political, although I wouldn't want to say him naked. Speaking of naked, a political person who is just carrying water for the Trumps. Melania doing this was fascinating. But Kimmel's just emboldened and has put out a series of things and no one is putting up with this shit and they're going to lose. I have CC's going to lose in court, but what a harassment of an American company, a classic American company. What do you think about this? Well, I actually saw Kimmel's response. I mean, the reality is late night TV is dying without the help of Brenda Carr. Sure, exactly. And in a weird way, it kind of helps. I think Jimmy Kimmel, all the late night people are extraordinarily talented. That is to be quick on your feed, hardworking, come up with new material every night. They're extraordinarily talented people, all of them across the whole spectrum. I'm actually trying to get Jimmy Kimmel to come be the interview for our property markets live in Los Angeles. And it's Jimmy, call me. So I think it'd be very interesting to have him talk about it. I don't think Jimmy should have... I watched it where he addressed it instead of course. I think you should just double down and say, I stand by everything I said. He has. It's humor. He has. He has an ensuing skits are very funny. He did. He's done a series. Okay, this is what's going on here. Fascism. So who said they're poisoning the blood of our country? Oh, that was Trump. Who described political opponents as vermin? Who told the squad to go back to where they come from? Who said that Adam Schiff was guilty of a crime that is punishable by death? That's treason. The dehumanization, the de-legitimization, the exclusion, the criminalization, the existential threat framing. No individual in public office has done more of this. In the world. Than Donald Trump. Can I interject? One of the things that's incredible is that these are the free speech warriors, right? And I'm like, where are... Where's all those folk? Where's the folk at the free breast? Where's the folk? Where's Elon? Comedy's illegal. Remember that one? Comedy should be legal again. Where's Elon? I know he's busy in court losing his mind, but... Which isn't a very far stop. But at the same time, former FBI Director James Comey has been indicted yet again for making a threat against President Trump by photographing seashells on the beach that said, I think it's 86, 46, 47, whatever, whichever president he is. It was funny and he was just doing it. And by the way, a lot of the right had done it to Biden, like 86, whatever number he has, 46. But later, 86 meant we're out of pumpkin soup. Yeah, let's say 86 is. We had a chalkboard that said 86. Trump claims it's a mob kill. He claims it's a mob kill name because he lives in the 70s of New York. But this is like... His approval ratings are underwater. It doesn't work because everyone's heard him talk. And then the culture wars turning up the volume seems like, hey dude, that was last year or two years ago. That worked and doesn't work anymore because I think everyone's... I mean, Disney's pushing back. This is just an astonishing array of... What I'm more interested in is Brenda and this guy who's running DOJ. I thought Pan Bondi sucked, but Todd Blanche is trying to compete for suckiest suck up. The enablers of this guy that go for it are really quite astonishing to me even. Aren't we just disappointed? I think we always blame our political leaders and he is the culprit here, but I'm shocked there isn't more pushback. People seem to be... I think we've become complacent. I think we've taken a lot of our norms and our rights for granted. I think people are complacent and I'd like to think that the midterms will show maybe that they're not. Yeah, well maybe not with the voting. Maybe Aaron will assume that things will revert back to normal at some point. Oh, I don't think they're complacent. There's been a lot of pushback to the Kimmel stuff and the Comey stuff. I just think people are like, you know, enough of this fucking asshole. Why is he taking up so much of our brain oxygen on this nonsense? It's working. I think it's sent to chill across all of cable TV. Oh, I don't think so. I don't think so. You look how Disney's reacted. They're like, no fucking way. I know firsthand from a bunch of producers that the legal cost in the review of stuff has gone way up and anything that feels on the edge, they say, can we say something else or can we lighten the language? I think this intimidation and this chill is working. Well, I don't know. I don't think so. I don't think it is. I don't think it's going to work and I don't think it works. And you know, these people, like, let me just tell you, Brenda, when you leave office, which you will at some point, I'm going to follow you everywhere, everywhere you try to get a job. I'm going to bring up all your terrible things and I'm going to make sure people know what you did. I'm going to make sure people understand who Brenda is because there's nothing we can do about Trump at this point. I was just thinking that he is in our head so much we have to, like, remove him from our head, but it doesn't mean ignoring him. It means removing. We get so sucked into their ridiculous, comical, toxically comical drama. It's got to be time to say, you're in our fucking rear view mirror, old man, old, cankle, you know, man of cognitive questionability, like, and move him along. You know, just move him along. You brought up an interesting thing and that is the media just doesn't know how to cover Trump showing up dressed in the nines to have him say he's dealing with jitamid in a windowless ballroom. Okay, clearly the media does not know how to deal with this guy. The idea I like is newspapers and cable news companies all do the following. Instead of having four or five stories in a narrative about what he's done and interviewing people about how ridiculous it is, I think they should have a two-minute segment and one page on the back page that are the following. This is what Trump said today. And just really quickly outline it. Today he accused- Call me with the shell. He brought up, he said this about this person. He said these people are animals. He said the shell thing. And just do it really quickly. This is what Trump said today. Then sequester it and you can get it all in one place because what happens now is 22 of the 27 minutes or I'm sorry 18 of the 24 minutes, whatever the actual content load is on TV is different stories that involve him. I agree. And he is like a Star Wars character or a villain, a Marvel Comics character. He gains power from conflict and from controversy. And what I'm saying is what I think they should do is I think they should do it. They should do the news and they should just take everything Trump and go, he said this, this, this, this and this today. We'll see you tomorrow night. That's it. Yeah, they make segments about it. Yeah, they do. We got it like as Jennifer Welch calls him Kang. Ring fence it. Ring fence him and be like, I was, you know what I did when I was coming back from San Francisco? I walked into a store and I bought an actual book and I was like, that's enough. Yeah, I thought you posted it. I was like, I'm going to read a book, not read, not like participate in the social media around him. I mean, it's sometimes it's fun and I really have to say Jimmy Kimmel's actually doing a great job about, he said he's finally brought Melania and Trump together. He's using it as content, which he should do. But in a lot of ways, just laughing at this poor obese old man is I think the way to go here. Mock him relentlessly. It's not ignoring it because I think that's a mistake. There's a lot of people telling me I'm just not reading it at all, which could come off as I'm not engaged. You know how on page three of the sun, they used to have a naked hot woman, page three of every newspaper. This is what Trump said today. Just list it all. Two minutes every night, national news, cover the news, try not talk about what's going on in Iran, da, da, da. And then last few minutes, this is what Trump said today. And this go through it all because he is totally dominating the news cycle. He gets energy from conflict. People see it as authentic and leadership. So I'm like, I just get him. There's so many idiot characters like that smug piece and that smug deflection of Pete Higgs that's his smirky. Like literally that's on his like hearings. He's so smirky and stupid. It's really kind of like, I don't like these characters anymore. There was some really good. I'm actually, I feel bad. I'm actually consistently impressed with some of our elected representatives. Oh, I meant to tell you before I forget. I went and did something you would love. Have you heard of NECO or NECO, N-E-K-O? NECO is this advanced preventive healthcare concept from the founders of Spotify. So I just want to disclose, I got no compensation for this. This is not, it's going to sound like an ad. You go into this place and they basically take your blood, put all sorts of cuffs on you for blood pressure and measurement. They have all these lasers and scans and then they take, you go into this tube and they take 2,400 pictures of you. But here's the thing, it's amazing. And then they do it all immediately and put you in a room with a doctor and they go through everything visually and a very user friendly. It feels like something out of the movie, Gattica. And I thought, okay, how much, I said I need to pay because I don't want to be seen as, I don't like the whole influencer thing. I'm like, I need to pay. I need to pay some money. Do you know how much it was? How much? It was 300 pounds. Oh. I thought it was going to be 3,000 pounds. Oh, wow. Interesting. And you get a baseline of all your good cholesterol, your bad cholesterol, your circulatory health, everything about, it did change my behavior. I mean, I have one of these ridiculously expensive concierge things. This thing, and there was a line out the door to get into this. It's a great idea. This is what they do in Korea for everybody. Everybody gets these tests once a year. And it's the guys from Spotify. Oh. And they're, I'm such a huge, they're trying to democratize advanced preventive medicine. It's called Netto. That's great. I like that idea. And you get a baseline. And I mean. If it's that inexpensive. They did this thing with 2,400 pictures of, you know, basically your naked to look at, I'm very fair and I'm prone to skin cancers. And they said, all right, you have 2,200 marks. All of them are fine except for these 12. Oh, wow. 300 pounds. Anyways, I was blown away. We should have filmed at this thing. And also, you know what I discovered by watching your show and going to Neco? I try to run once or twice a week. And I was always, I rode crew. And one time I was in very good cardiovascular health. I pushed myself running. That's just the way I run. And I timed myself and I try and lower my times and I row. And I tried to get my 100% percent. I just figured that out. They're like, no, what's it called zone two or level two where you supposedly can have a conversation but you can't sing. So I last night, I ran slowly jogged for 40 minutes. And that's supposed to be the way to do it. But anyways, and unfortunately, unfortunately they say the same fucking thing to me. I'm like, how do I change my diet? And Dr. Pramila and I asked her for her username. She said the same thing. They're like, well, they're also polite. They're like, you may want to consider drinking a little bit less. Yes, I think you may want to do that. I think you may want to do this. You may want to consider drinking a little bit less. I feel like I'm affecting you. This is so great. By the way, this week's episode is about loneliness and connection. You'll like it. Did you see the data on marriage? No. Men who are married and women who are married are less likely to get advanced stage cancer. Having someone else in your life nagging you, feeding you well, checking in on you, giving you a reason to live. Nagging is good. It ends up, it's the ultimate chemotherapy. I would have never gotten a colonoscopy if I hadn't been nagged about it. It wasn't something I was excited about. Is that me who nagged you? Because Arcady Couric, one of us, or your wife? No, it was my girlfriend at the time. But anyways... Did you have one recently? Can you please go have one? I get them every... 10 years. Oh, and by the way, have you seen rectal cancers or sky-wracking among young people? I think it's a pesticide. Okay, we're moving on. No, it wasn't a joke. I wasn't going anywhere. I saw you seize up. Okay, I just was like, rectal cancer and we're out. No, no, no, no, no, no. Because you're going to tell a rectal joke and I don't want to hear it. I don't want to hear it. Okay, I'm going to move on. You say read a book. I say go have a beer with a friend. It's worth a beer. I agree. But anyways... It's like six beers, Scott. That's the issue. All right, now we've got to get to a rundown of the latest big tech earnings. They're all over. All of these came out at once and it was called Day of Reckoning. First up, Alphabet, the company reported a 22% surge in first quarter revenue with sales reaching around 110 billion. What a number. Net income was up 81% compared to the same period a year ago. Shares for Alphabet are up 15% year to date at the time of this taping. Microsoft, the company beat expectations with revenues increasing 18% year over year for the quarter. Capital spending for the company will reach 190 billion though this year, a 61% increase over 2025. Amazon beat expectations expanding revenue in its cloud computing segment by 28% year over year. The company announced it expects to spend 200 billion on AI in 2026. And finally, Metta reported lower than expected, CapEx, missed on user growth, which is interesting. This is the first time which attributed in part to internet disruptions in Iran. They're blaming Iran. I don't think so. Daily active people was down over 5% over the fourth quarter. In better news, revenue climbed 33% from a year earlier, making it the fastest growing quarter since 2021. So what jumps out at you about these four companies besides their enormous spending on AI, obviously? I used to say this is the attention economy. It's now the catamine economy where it's dissociated from everything else but AI. And I said yesterday on Prof. G. Markets that I thought these guys were going to blow away their expectations because what do they monetize? They monetize spending around AI and up until today or until AI came on date. The driver was they monetize attention. With everything that's going on in the world, are you less or more glued to your phone? I can't stop looking at my fucking phone like, okay, who did we bomb today? So let's just go through the earnings, which were nothing short of staggering. Alphabet's revenues were up 22% to 110 billion. They'd be consensus. Their consensus was $263. They came in at 511, although some of that was an unnatural equity gain. Google Cloud hit $20 billion up 63% with their backlog doubling. Search revenue, just $460 billion. Jesus Christ, their backlog is a half a trillion dollars. Search revenue, which was supposedly going away because of open AI, was up 19%. Gemini paid monthly active users is up 40% quarter on quarter. Gemini is really doing well, I would say. Full year catbacks, guidance went up. Investors don't like that because as strong as their top line is, everyone's saying we need to spend more money. Their stock was up 8% in after hours. Let's talk about Microsoft. Azure grew faster than anyone expected, but they had to boost their CapEx guidance, which investors don't like. Revenue up 18% to $83 billion. They also beat consensus wildly. Azure grew 40%. The AI business crossed 37 billion annual run rate. That's up 123% year on year. Their commercial backlog is up to two-thirds of a trillion, 627. Their Q1 CapEx was 32 billion, but it's been raised. Their full year CapEx, they've raised 190 billion well above the 155 they'd expected. Open AI committed an additional quarter of a trillion dollars in Azure spend the day before the print, but the stock was down 2%. Meta, Jesus Christ, Kara. Meta revenue was up 33% to $56 billion. Efficiencies of AI. Earnings of $10.44, although a bunch of it was a tax benefit. Ad impressions were up 19% and their average price per ad was up 12%. Q2 revenue guided to 60 billion, which implies 25% growth. Full year CapEx, again, this is what investors don't like. They raised to 135 billion from 120 and then also higher component prices. The stock fell 9% after hours. Last one, Amazon. Fastest growth in 15 quarters, but free cash flow collapsed because of their CapEx. Again, what the analysts love, they're blowing away their top line. What the analysts hate is they're all saying we need to spend more money. Revenue was up 17%. EPS blew away, but a lot of that was because of recognition of a gain in anthropic stock from their investment there. AWS hit 38 billion up 28%. Advertising grew 24%. Q1 CapEx, again, what the analysts don't like. CapEx, 44 billion full year at 200 billion. Free cash flow fell, C above, they're increasing their CapEx. Open AI recently committed to consume two gigawax of tranium capacity through AWS. So all of a sudden they're getting into the chip game and the stock rose 3% after hours. Give me an overall, what does this say to you? My gosh, AI is leading the world. Yeah, yeah. It is living up to its expectations, but the CapEx required to live up to those expectations to deliver against the demand is basically taking all the juice out of the earnings. The CapEx requirement to live up to the demand, the infrastructure build up. So when does that stop? It's sort of like having a hot spouse that requires a lot of money for you to stay. Yeah, trust me, I know that feeling. What does it require? What does it require for that to not happen? Must work hard. That's what I would say to myself, must work harder. Well, they're doing that. Must work harder. What does it require? When is the spending going to stop? Well, when a big customer announces they're reducing their spend on AI or one of these companies announces, open AI basically said that they kind of shit the bed, that their numbers didn't meet expectations. But the bigger guys, these players are all just on fire. I don't see it slowing down. Can I note the open ad thing you just referenced? There are internal concerns about the company's spending plans and its user revenue targets, according to the Wall Street Journal. I missed internal goal of reaching one billion weekly active chat GPT users by the end of 2025 as seen subscriber defections. I think that's all due to you. The company is also denying there's a rift between Sam Altman and CFO Sarah Fryer over computing resources. And they're of course approaching their IPO, although we'll get to their trial next, this trial with Elon, which is also another distraction. But they're seeing a lot of bumps as they go into it. So is there like a reckoning moment or how do you look at it? Just one big customer or? By the way, I started on my next book. That's the name of it, The Reckoning. Oh, The Reckoning. Oh, didn't I use the word wrecking? I feel like I inspired that. You liked when I said reckoning last week, but I was talking about the media. I'm sure if the book works, if it's a best seller, it was your idea. I think there's a reckoning coming in America and I think there's a reckoning coming in the markets. But keep in mind that this AI is now sucking so much oxygen out of the room. I sit in a lot of VC pitches. If you're not an AI company, you can't raise money right now. I mean, it is very difficult. And by the way, I'm on the board of an AI company that's growing 4X a year and they're like, that's not enough. Unless you're growing 10X a year as an AI company that's purely software. This company called Rogo, it's a great little company that is basically AI for financial institutions. They just closed around at $2 billion. Right. No, it's not. And I think it's trading at 100 times revenues or something insane. And they're going to get, they raise $100 million. If you are not an AI right now and growing 5, 7, 10X a year, you can't raise money. This is, in my opinion, it's a kind of a, all of the GDP growth is coming from the CapEx and AI. All of the earnings growth, 77% of the earnings growth is coming from the MAG-10. We are becoming, and we've said this before, America is a giant bet on AI. And people are wondering, breakfast with a big tech CEO today, they kept, people are really, how is the S&P hitting all time highs with such geopolitical uncertainty and oil at 110 bucks a barrel? And the reality is, America is now a giant bet on AI. And I, in a weird way, the war in Iran kind of helps these guys. First of all, none of these guys are affected by- None of it. Terrace or any of Trump's, they were all at the White House last week, this week with King Charles. Every one of them was there again, by the way. And then by the way, the high oil prices, that money, the additional cost circulates within our economy. It hurts consumers, but Chevron and Halliburton are making a shit ton of money, right? So it's oil, moguls and tech moguls. We're a net, that's right, we're a net exporter. And there's a very unhealthy thing, and I'm writing a thing called the ketamine economy. And that is- I like it. Ketamine supposedly is the power to- Disassociate. Disassociate. And you can see your issues and your addictions and your problems and forgive yourself and have a better handle on stuff. And people say it's a world breakthrough. The most dangerous thing I think about the world we live in in America right now is that if you live in America and you're in the 0.1%, you are not invested in the well-being of America. Why? Do you care about infrastructure? You don't care about TSA. You don't care about airports. You don't care about- you go to Teterborough and you're flying your own plane. Do you care about the fact that 40% of third graders can't read? No. You have your own private schools where they spend $75,000 per student. Do you care about policing and safety? No. You live in a doorman building in a neighborhood that is so overpoliced and has so many cameras. You're just fine. Do you care about the health of America? No. You have concierge medical services that give you everything you need. The people who control our government or have a disproportionate influence have totally disassociated from America's interests. And even more frightening is that America, you could argue, has disassociated from the global interest. Do we care about high old prices? Not really. Do we care about HIV infections in Zambia? Not really. We have two oceans protecting us from chaos and disease. I'm not so sure. You could argue eventually it hits our shores, but right now the markets- No, the markets, the rich people. I get it. It's a peer don't care economy. Do you know the book, Peer Don't, Doesn't Care? I don't care. It's a wonderful children's thing where he eventually gets eaten by a lion because he doesn't care. Because I don't care. But that's what they're like. It's a peer don't care group of people. We have to figure out economic policies that give the wealthiest people in our nation a vested interest in the success of America. You know who cares? The people. I'm telling you, there's an anger. You can feel it. It's palpable that they do not hear. Hope so. They have gone from, they have literally gone from heroes to villains. And let me say, I get it everywhere I go, everywhere from, and it's not, you know, like, oh, it's the people, you know, the working class. It's everybody who's not like them. And it is angry. It is deeply and profoundly angry. And even more so than it, at Trump, they sort of have, it's all figured in. He's a terrible person or if they don't like him. And even the, there was just a really interesting story about all the people that voted for him were like, we're very disappointed and we now regret our vote, which you're sort of like, okay, fine, whatever. But there's a, there's a growing anger that I think they do not understand of them being villains and they're behaving like villains. We have to move on, but we'll see where this goes because if they're the only ones that benefit and all the other companies don't, there isn't, as you say, a reckoning. It's a great word. It actually is from the middle English. I'll just read this to you from narration accounts, settling accounts. And it's about the act of calculating, estimating or settling accounts, often carrying a connotation of judgment, retribution or facing consequences. It's the act of setting accounts and consequences. That's right. Scott's going to have to give you a reckoning. Anyway, let's take a quick break speaking of reckoning. And we come back. Elon takes the stand. Hey, I'm Matt Bichel, comedian, writer and floating head. You may or may not have seen on your for you page and I'm starting a brand new podcast. Wait, wait, don't swipe away. It's called That Sounds Like A Lot. As in that feeling when you check your phone in the morning, you read three headlines and you immediately think, oh, that sounds like a lot. I can't deal with all this. But guess what? I can deal with it. And I'm going to get into it every Friday. I'll break down whatever chaos is happening in the world. Then I'll sit down with a comedian. You can be progressive and not be like fucking annoying. Maybe an actor. They go, feminism has gone too far. You go, why? Because the Sadie Hawkins dance happened. Maybe a filmmaker. Since leaving that show, I'm challenged to sparing. I just got to hang out and try to do so. You're the one with a charmed life. Could be a politician, basically anyone who responds to my cold DMs. We're recording the whole thing in a beautiful studio. So yes, you can watch it on YouTube or you can listen wherever you get your podcast. This is not the place to get the news, but it is the place to feel a little better about it. That sounds like a lot. Part of the Vox Media Podcast Network. Support for the show comes from Virgin Atlantic. Flying to your dream destination can be a once in a lifetime feeling. And knowing your vacation is hours away can really feel exciting. It's a whole reason why Virgin Atlantic wants to make that feeling even better. Virgin Atlantic was born from a desire to bring back the joy of flying. And they've been that way ever since. Their beautiful, stylish, new planes, moodlet in soft purple and pink make you feel like a VIP before you've been settled into your seat. Their flight attendants ride warm welcome, attentive, one to one service like no other. Customers in all cabins can choose their main meal before they fly. You can pre-order a range of menu options in advance and look forward to something delicious waiting aboard. If you're seeking a moment of well-being before takeoff, two luxurious pop-up wellness experiences have also arrived at their London Heathrow Clubhouse. And enhancements to their award-winning clubhouse can bring you elevated comfort, modern style and a sense of calm before you fly. Go to virginatlantic.com to learn more. Support for this show comes from Harvey AI. The future of law is egentic, not just tools that assist, but AI agents that navigate complex matters. Harvey was built on legal agents that analyze, draft and execute with precision. But great lawyers don't just complete tasks, they strategize. That's why Harvey created agents that can do the work from end to end. They build a plan, pull from secure data sources, run sub-agents in parallel and draft the work product ready for the next year. So you can delegate the work and own the judgment. Harvey agents support work across fund formation litigation, regulatory compliance, M&A and more, adapting to the complexity of each matter and the way your team actually works. Trusted by more than 60% of the AM Law 100 and leading Fortune 500 legal teams, Harvey is the AI operating system designed specifically for legal work, helping teams move faster with greater precision and confidence. Harvey AI tailored for law. Learn more at harvey.ai. Scott or Vac Elon Musk took the stand this week in a trial against Open AI. Let's go through some of the things he said. He was a, quote, fool to provide Open AI's early funding. He discussed his concerns about AI and not wanting to have a terminator outcome. He accused Open AI as a tool for the future. He accused Open AI's lawyer of trying to trick him when asked why he brought the suit. Elon said it's not okay to steal a charity. Warning, if he loses it, it would give license to looting every charity in America. By the way, Elon is not charitable at all in any way. FYI. The judge pushed back, reminding jurors that Elon's claims and his opinions have no legal value whatsoever. As I predicted, a number of prospective jurors had thoughts about Elon with some calling him a greedy racist homophobic piece of garbage and a world-class jerk in questionnaires. I think his, this has not been good for Elon. One of the things that Ellie said when he gave us that video last week was that these, that they're not used to being challenged publicly and he is losing his brain on, he looks terrible and he needs to control himself, which he's speaking of Academy. He cannot. He has no ability to do so. I'm going to be fair to him. He was the first person who did talk about this terminator outcome 15 years ago to me or something, maybe 10. And he was the first person to be very worried about it. He shifted becoming less worried over the various interviews. At first it was Terminator, then you were a house cat. And then we were like ants that are just going to get covered by a highway, which isn't mean or anything. But one of the things I would say is he started off that way. And then he immediately lost his mind because he, he tipped out of open AI because he thought they couldn't make it. And these emails talk about that. And he signed away his rights. He did give them 38 million, not a hundred as he's claimed in other deposition. So he keeps changing the number, which isn't good when you're under oath. But one of the things that is very clear here is that he shifted to being a greedy hypocrite and started his own company that includes non-consensual sexual images and job pornography. So it's not like he's here to save us. And he's trying to put himself off as someone who's worried about AI and is fully participating in the damage it does. So what I, what I have heard how this went down and very like broad brush actions that kind of give a sense of what went down here and tell me if you've heard different is that Sam actually tried to raise $500 million when it was a nonprofit for the nonprofit and was unable to do that. Elon showed up and said, this needs to be a for-profit company. And I need to control it and own 80% of it. After he had given them money. Yes. That's exactly what happened. And the people there said, no, we're not up for the for-profit Elon controls part of the game. So he said, he does that on every company. But go ahead. So he said, I'm out and he signed paperwork. Yeah. This is the, this is literally the biggest example of sellers regret in history. And then the other fact pattern here about his quote unquote trying to pretend he's more noble than he is and he's really worried about AI. Who went on to develop an LLM that most experts would say has the fewest guardrails. Yeah. Elon with XAI. So the fact pattern here, the narrative, and this is my prediction, I don't think open AI, I said last week I thought they were going to settle. I don't think open AI wants to settle. I think their attitude is, I think, I think Elon's either going to drop the case or lose. Well, it's a jury trial. And then the judge decides on the referee, whatever the remedies are. But if they're found, if open AI is found not guilty or that there's, then it's over. Oh, he could appeal. I bet he could appeal. He can always appeal. He's got so much money. I mean, Trump's going to appeal the E. Gene Carroll thing to the Supreme Court now that he's lost in the appeals court. The 83 million. He wants to keep bringing that up. Well, he doesn't want to pay 83 million. He doesn't want to pay 80. He'll have to pay that if the Supreme Court doesn't bring the money down, presumably. He wants to get it to 10 million. He's going to have to pay or something. Anyways, back to the open AI case. Everything I've seen fits this narrative that Elon, once this thing became commercially viable, he wanted it to flip to for-profit and he wanted to own it all and that he legally gave up his ownership and his governance rights. Yeah. Well, one of the things he was concerned, he absolutely. And one of the interesting things, I love them being under oath because now I finally hear the things I thought were true, like that Larry Page and he got into an argument because he was a doomer for sure back then. And Larry Page called him a speciesist for being concerned, the overly, overly negative, which I'm like, yeah, we like the human species. Just sorry. You know, these people, these people, I can't tell you, I'm so pleased for people to see them as they are. Right? You know, when someone said greedy racist, don't love a piece of garbage, I'm like, you see what I'm saying? Like, you jerks, don't care about people. This whole thing is fantastic because they're under oath and they have to show themselves. And they also have to show how they're trying to present themselves like Elon is the savior of the world when he is decimated. He's responsible for the millions of these deaths that are going to happen because of USAID. He's responsible for all manner of stuff that he's been doing on Twitter. And he wants to present himself as it is like Thanos in the Marvel movie. Remember how he was trying to present himself as a good person? Thanos has an idea of himself as a hero when he's the villain because he's he's helping the human race. And he talks about it. To me, this defines Messiah complex. Full stop. Yeah. He's the guy to colonize, to turn us into an interplanetary species. Only him. He's the one that should control AI. He's I just. And I don't it's I'm literally I'm Jesus Christ. Yeah, I would agree. I don't know. I don't think it's good for him and I don't think him getting adjudiced. This lawyer actually worked for him at one point and then worked against him. So he's familiar with this firm and he's just losing it on the stand, which is just what he should not do. He should be as calm as cucumber and he can't be. And it'll be interesting the contrast with an example be smooth as silk. I think he's not going to be online. He's kind of sad over on Twitter. Sad Sam and Elon's crazy Elon. And by the way, an increase in white supremacist post too. But Sam has got to hold it together during and so does Greg Brockman and so does Sacha, which will help anchor open AI quite a bit. As you said, you know what I thought about doing, Scott? I thought about going down to the courtroom when I was in San Francisco because I had some free time and just sitting and waving at just to get him even more. Riled up like, hey, girl. Does he show up? Does he got a car? No, he's at court. They're all in court. They're all there. It's that they have to go, I guess, because I thought about going and just waving at all of them going, hey, girls, what up? Let's quickly get along that kind of stuff. But then I didn't. I hung out with Louis. OK, Scott, let's go on a quick break and we come back. Taylor Swift fights back against AI. Hi, I'm Maria Sharapova, host of the Pretty Tough podcast. Each episode, I sit down with high achieving women to discuss the pursuit of excellence without apology. This week, journalist Dina USC and now, along with her husband, Bob Iger, owner of the Angel City FC women's soccer team. Willow Bay. I said, Bob, are you interested in doing this? And he said, absolutely. But I was definitely the driving force, I think, in the conviction about Angel City. Check out Pretty Tough, new episodes on Wednesdays. You can watch it on YouTube or listen in your favorite podcast app. Complex and unprecedented, the Spanish authorities are calling it. Passengers who'd been stuck aboard the Hanta or maybe Hanta virus stricken Dutch cruise ship disembarked in the Canary Islands this weekend, prompting the highest stakes game of where are they now since maybe COVID. Some of the evacuees, American and French, have since tested positive for the virus. And yet public health officials seem remarkably calm. We do have one individual who was taken to the biocontainment unit early, early this morning. And we assessed that individual. They are doing well. Possibly because this is not the one to freak out over. Today Explained drops every weekday afternoon. Okay, so today we're driving to Southern New Jersey and heading to a data center. Couple of weeks ago, I read a story in NJ.com and it was all about how there's a data center going up in Cumberland County, the poorest county in New Jersey that's receiving some community pushback. And this immediately got my attention because data centers are going up all across the country. I feel like we should be hearing politicians talk more about this, but we haven't really heard of consensus. Are data centers really a necessary evil? Let's find out. This is technology we've never seen before. Right. Experiment. We're going to experiment down here. And where are the getting pigs? Right. And where are the getting pigs? Exactly. Exactly. One thing that happens in this country is there's no planning for the future. Is it benefiting people or is it benefiting the elite and the money that's going into their pockets? This is not about abstract politics. It's about people's everyday lives. That's This Week on America Actually. Scott, we're back. Taylor Swift has filed a new trademark application for two voice clips in one image that are likely an effort to protect her voice and image from AI Miss U. This is something a lot of celebrities are doing, but she's probably the biggest one. The voice clips are sound trademarks covering Swiss voice with clips of her saying, hey, it's Taylor Swift and hey, it's Taylor. Registering a celebrity's spoken voice has not been tested in court. Matthew McConaughey has also trademarked his use of his images and voice in January. It's an interesting strategy. And she did an really interesting interview with Joe Cossarelli, who I love at the New York Times, called the 30 Greatest Living American Songwriters. Really wonderful story. It does a range of people and it's really terrific. Let's listen to what she had to say. If there's any way we can make confessional songwriting a little bit more of something that isn't like people take that as sort of like you were being messy or whatever. You have to be fair to everyone then. Are like our rap beats messy or are they confessional? Like we've got to just like let's make it a music conversation rather than just like yanging up on the female artists. And I think the more male artists that are messy or emotionally complex or confessional or upset, the happier I am. She likes confessional songwriting, Scott. And then thirdly, this universal deal is going to trigger something in her contract that's going to force a universal to pay out all its artists, even if they gave them advances. If it sells, she put it in to protect herself, but it also, the way she wrote it, everybody who is at Universal will have to be paid out. So she's getting enormous payouts for all the artists in this possible deal for Universal, which I think will endear her to many artists. What do you think here about any of this? I know you don't like her, but she's a tremendous business person. I never said that. I don't like her music. That's not fair to say I don't like her. Okay. Not her music. Excuse me. Yeah. So I'm a fan of airing on the side of protections around people's IP and essentially Google coming in and crawling every media company, people using people's likeness, their voice. I believe Jensen Hanks said it. Everyone should own their digital twin. And that's not only the physical rendering, but also your voice, your likeness. People spend a lot of time and energy trying to develop IP that they own, that they can decide to give to their heirs or sell their catalog or their likeness or their image. And they should own it. And so I'm a fan of these cases and the fact that she's doing it on behalf of other artists is really wonderful. And she's very high profile and people have enormous affection for her. So she has, she's immediately going to get public support for whatever she does. So I'm a fan of this. I'm going to fan of how she's handling it. And we need these companies, I think you said it or your partner, well, Mossberg said it, these guys are pickpockets. And just going in. Incapacious information thieves as well, Walt. Yeah. So and now they're stealing likeness. I don't, and I think the solution here, again, they'll come up with the illusion of complexity in that as they can calibrate how closely they get to her voice without it triggering an IP. But I think it's pretty simple. I think someone should be representing authors and artists and past celebrities and they or their heirs or their state can either license it into a giant pool or not. And then every time it is used and you have an AI crawled, every time an AI takes takes a sentence from your book or lets someone speak in your voice, you are entitled to X percent. Music artists have been doing this a long time when you. What do they do? Let me ask you, let me get to plummet. When I am, Lamont was on stage with me this week, she talked about how she she got the AI to write something in her voice. And she said it was actually better, but it wasn't her, but they had crawled so much of her stuff. So are they making her or a vert a facsimile of her? And what happened to your Google thing that you did? Was it Google when they did the Scott Galloey teacher? Oh, portraits. What happened? You never said what actually happened. You took it down, right? Yeah, I started working on it a year ago. I think so I was getting a lot of emails from people, young men and mothers asking for advice and I couldn't keep up with it. So I said upload and they, a former student of mine who's a Google product manager came and said, we have something called portraits. We're doing it with a bunch of doctors. We're doing it with a bunch of historians. We're we we upload everything you've ever done and someone can come to an avatar and ask questions and it'll give something pretty resembling a reasonable facsimile of the answer you would give. And I said, that sounds great. And I started working on it about a year and a half ago, took him about six or nine months and I tested it and it actually did. If it said, should I get an MBA or not? It asked good questions and gave it a reasonable answer. And then you actually fucked it up for me. You did that interview with those parents of the kid who had committed suicide. Oh, I made you upset. And I thought, OK, am I going to be part of the problem here where I inadvertently sequester young men from asking their parents for advice? Finding real people, finding mentors, finding friends. And it came out the day it came out. I started testing it and I just felt really uneasy with it. So in such a thing, I fucked it up. I showed you a better way to live. You illuminated me. You illuminated. You saved me for myself yet again. Let's try to work on our words with Kara. OK. OK. All right, go ahead. Better words. Better words. And then I called to Google's credit. I called them and I said, I got to be honest. I just feel really uncomfortable with this. I want I can see how it might be helpful, but I can also see how some young man doesn't ask a friend or his dad for advice and instead says, well, off he said this. And it's just anyway, so they took it down. And and by the way, where is your I think it's gone. It's you can't find it. Yeah, they took it down. We'll see. Except when I go with my understanding, it's in some fall. But a mummy. OK, go ahead. But you can say in the voice of Kara Swisher, please write this thing. And my my view is they should be able to do that. But only if you have agreed to have your stuff crawled. And the more people who ask, say this in the voice of Kara Swisher, you should get a royalty check. Yeah. Similar to the way artists do it. Music artists do it. When you listened to KROQ, Rock of the 80s in the 80s, and they were constantly playing B52 song songs at the end of the year. They would send a check to Warner Brothers and the B52s would get a check. I don't this has been done before. It is interesting because I did that Simpsons thing and I got an enormous check the other day. And I'm like, they can do it. And they Hollywood sucks, right? Like it's astonishing. And it goes way back when I was with the Google twins, where they were stealing books and were Kara, what is the difference if we take their books? I was like, you shocking shoplifter and where they take television. Their mentality is to take it from you, which is interesting. So I'm glad someone like Taylor Swift is really pushing back. It'll be interesting to see if it could apply to all of us because I think it will benefit because you you you are easily. This would work really well if someone just didn't work with you to do it, but just did it. So anyway, there's an upcoming episode of my show. I make one of these and it's really frightening. And I don't want to say one of these. What is what is I made the caratare. I'm going to give it to you for Christmas. I made a digital 3D version in a box of me and it looks like me sitting in a chair like 3D version. And it speaks. It talks like me. It's it's it's me. And it's not when it's like a facsimile. It's not quite me, but it is. And I'm sending it to for Christmas. The whole box. It's great. It's going to go to. Again, I like I like the idea of this as long as you sign up for it because you might decide have at it or after if you're like me and you think once you're gone and I would like my errors to get a check because people say in the voice of sky Calaway right about incremental quality, whatever it is, right. So and I think a lot of artists and a lot of writers and a lot of singers would would agree to this. There's a model for it. Absolutely. Well, we'll see. But you're getting out for Christmas. The carat are it's great. We'll have it forever. And it will add to things right up until my fight. Am I dying breath anyway? One more quick break. We'll be back for predictions. This week on criminal, a man leaves his girlfriend at the top of a mountain. He's charged with her death. And then at the trial, his ex-girlfriend testifies that the same thing had happened to her too. She screamed. She felt dizzy. And, you know, at that moment, she realized she was completely alone. Thomas apparently left her. On our other show, this is love, a story of another couple on a mountain. There's no ledges. There's your trout. I had confidence that there's no way this many things can go wrong in a row. You can listen to both episodes right now on Criminal and This Is Love, wherever you get your podcasts. So I wasn't just winging it and what it actually takes to survive and thrive as your own boss from cash flow to taxes to building multiple income streams. Because let's be real, becoming an entrepreneur sounds amazing until you realize you have to figure out all of this yourself. I did. And now I'm giving you the blueprint. Listen, wherever you get your podcasts or watch on YouTube.com slash your rich BFF. Hey, it's Francis Lam, host of the Splendid Table podcast. Every week on our show, we celebrate the intersection of food and life. And this month, we're highlighting some of those iconic people in the food world. It's a new collection called Culinary Masters. And we revisit interviews with some of the people who have really changed how many of us cook and think about food. People like Martin Yan. When I was so small in the first few years, I can only work and help out to wash vegetable to cut up something and help to bone the chicken. So that's why now I can bone a chicken in 18 seconds. Dr. Jessica B. Harris. Well, you know, I now know that it was neither the iron pots nor the wooden spoons, but there were multiple unspoken and as yet still unheralded and in many cases unknown gifts that Africa gave to the cooking of not only this hemisphere, but the world. And Claudia wrote in to name a few. Why is this dish here? Who was here before? What kind of life did the peasants have? That's why this dish is the way it is. Search for the Splendid Table in your podcast app to listen to the series now. OK, Scott, let's hear a prediction. I'm going to go first. I do think the Devil Wars product is tracking to be like a $200 million movie its first week. I think a lot of these movies, whether it's Project Hail Mary, this movie, there's a lot of love for movies that are just well made by Hollywood and good and fresh, that feel fresh. I think people are waiting for human stories. So I think these movies are killing it at the box office because people and they're actually watching it in theaters too. They're not just waiting till it goes to digital. They like the community experience of it. And so it's a really interesting thing that that a lot of these are hitting that are that are very human centered. And I like that. I like that. Yeah, I'll see it. So your win is the Devil Wars product. No, the idea that these movies are going to dumb it. Like just after Hail Mary, it's that product has the same feeling of Hail Mary. It feels like real people made it. It's like when you eat a meal that's sort of fake and then you eat a meal that's homemade. It feels like real people made it who thought about it, who care about standards and quality. And it didn't feel like AI made it. I don't know what else to say. Well, the rumors of creativity's death at the hands of AI were greatly exaggerated. So there was a moment about 24 months ago where everyone thought all music is going to be generated by AI. That you'll just give it a good prompt and it'll come up with new songs that are better than Kanye's. And that just didn't happen. The muscle between your brain, the creativity of a young brain, the creativity that still has tremendous moats around it. And even in design, like look at Sora being shut down. The graphics you get back, the design you get back, the percentage of people in design working at tech firms has actually gone up as a percentage of their employment base. Artists, you know, no AI, no AI is going on tour right now. But as far as I know, they're not going to tailor swift the situation. They certainly are. Well, I think you're being a little bit nostalgic is I think the Devil Wars product and Hail Mary are great movies and we'll do well at the box office. But box office is still down 30% post COVID content, original content that breaks through will find a way to monetize and be successful. But this collective nostalgia for the movie theater. Oh, I pick I pick is going bankrupt where I where I live in Florida. No, I get it. I'm not talking about the movie theater. I'm talking about freshness in fresh creative. Fresh creative. And I'm saying it does actually these movies are showing big pickup in movie theaters. I don't overall. Downward trend. It's really interesting that people are these movies are scoring well in theaters. Like that's that's what I'm saying. Not all of them. Well, it used to be it used to be that all of that type of long form content ran snake through a theater and we went to the movies. I remember I mean, I don't know about you when I was a kid. I used to go to the movies two or three times a week. Yeah. I mean, at least once a week. Yeah. Yeah, it was just what you did. It's what you did on a date. It's what I did with my mom. It's just what you did. He went saw a grandmother. I lived in Westwood and they had the best theaters in the world. But God, I just try to think the last time I took my kids to a movie. Anyways, I'm glad you liked it. So my prediction is much more boring. So I think so Intel is up four fold. And I think it's up. I'm sorry, it's up five fold. It's up. It's quintupled over the last year. And I think it's about my prediction is just going to shit the bed because Amazon is now in bragging about it as you noted. Yeah. And I think it's I think it's a great short right now. Amazon now sells both GPUs, what Nvidia does and CPUs, what Intel specializes in. And Amazon's chip revenue is growing 150 percent every three months. If it were a standalone business, it would be generating 50 billion in annual recurring revenue. That's more than AMD and about as much as Intel. And open AI and Anthropa use Amazon's chip for their AI work. Amazon interesting. That's interesting. Well, it's weird. I think I think it's I think quite frankly, I think in Nvidia has its own has much stronger modes. The vulnerable company here is the one that's the latest meme stock and that's Intel. Meta Anthropa have signed DLCs, Google chips called TPUs, TPUs are two times cheaper than Nvidia's GPUs. And Intel looks just dramatically overvalued and will and I think will be the victim of this increased competition. The stock again up five fold. Get this Intel now has the highest forward PE of any large cap chip stock trading at 118 times forward earnings. Oh my God, such a loser company. Why? AMD at 50, Amazon at 32, Nvidia at 26. And at the same time, its business is expected to grow slower than peers. Anyways, the most overvalued stock right now. Why is it memed? What is the meme? Explain the meme for the people. Well, Intel was beaten down. Now it has a great story. Now it has the backing of a guy who's willing to use the full faith and credit of the government. It's the chip. Everyone thinks of the chips or the bottleneck in the AI boom. It's not actually, it's actually power and the stocks up five fold. And now again, see above it's trading at a forward earnings of 118. It's going slower than everybody else. And Amazon and Google are coming for their launch. So anyways, my prediction is you're going to see this thing is going to look like a giant hill. The, the, the, the, the, that's over and Intel is going to be one of the worst performing stocks in the tech sector over the next six to 12 months. Trump's going to be mad at you. He's going to come after you instead of jazz. That's, that's, yeah. Well, Intel has the look of an expectant widow. That's really funny. Amazon, Amazon is doing it is interesting, although I have to say I've given the heinous of the week award by them leaking that they're going to make the apprentice again with Don Jr. Oh God, did you see that? I know there's such suck ups and Jeff was at the King Charles thing. Let me just say you don't have enough. There's not enough budget for a cocaine budget for that. That should have been our win. I know. King Charles, how good was he? We didn't do win, but go ahead, go quickly, do a win. King Charles was fucking fantastic. I have to say. No one can thread the needle around a thoughtful, intelligent stab in the heart. Like the British. Yeah. And when the King delivers it, you know, I just loved, I loved, I loved the King saying, you have often stated that without us, we would speak in German. And just like to remind you that without us, you'd be speaking French. Yeah. He is, he is so good. He, whoever wrote his speech, A, he delivered it perfectly. He actually studied drama in college. I just think I was so happy because I do think he, he stated what we need to know. And that is the alliance between Britain and the US. I would like to think it's unshakable. Also, the King has been sick. It's a really nice moment for him. He is always. He did a good job. He did his kingly duties. I like the monarchy. And I always got the sense that he's a really decent man. And so I just loved seeing kind of his time in the sun and just how good he was. I thought that was wonderful. He did good. And the thing is, Trump doesn't insult him because he loves the monarchy. So he insulted Trump and he's the only one who got away with it. So elegant though. The Pope didn't get away with it. It was so elegant. It was. Yeah. I don't even think Trump understood. Honestly, they just wanted to meet the King, all these people. Anyway, and those tech people sucking up the fucking King was just like, oh my, you guys, you are bigger than Britain. And that's you couldn't get a meeting with him anytime, give money to his climate change thing. Anyway, I love that the Republicans even cheered for climate change, help with climate change, because that's his big. That's Prince, King Charles. I keep calling him Prince Charles because he was Prince for so long, but very nice. I love that. Anyway, we want to hear from you. Send us your questions about business tech or whatever is on your mind. Go to nymag.com.pivot to submit a question for the show or call 8551pivot. Elsewhere in the Karen Scott universe this week, this week on Proff G Conversations, Scott spoke with Ian Bremmer about how the Iran War fracturing alliances and rising global tensions are reshaping the world order with no clear winners. Let's listen to a clip. Whether it's Epstein or whether it's Iran or whether it's the economy or whether it's extraordinary corruption, Trump has gone against all of the things that got him elected. And I don't, I certainly think, OK, there are some MAGA supporters that act like it's a cult and they'll support him literally no matter what he does. But that's not even all MAGA supporters, not at all. This is not a these people are not brainwashed automatons. They're not idiots. They they ultimately see when their leader is screwing them and it matters to them. And some of those people they may not vote for Dems, but they'll stay home. Interesting. He's absolutely right. That's what a Stead Hernan said, too. Anyway, that's the show. Thanks for listening to Pivot and make sure to like and subscribe to our YouTube channel. We'll be back next week. Today's show is produced by Larry and Aiman Zoe Marcus, Taylor Griffin and Todd Weissman. Earning your time to introduce this episode, thanks also to Dupreau's Micevary and Dantional on the Chakras Vox Media's executive producer 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 pot. We'll be back next week for another breakdown of all things tech and business.