Pivot - Military Testosterone Screenings, Diarrhea Parasite Politics, and Data Center Debates

Episode Date: July 17, 2026

Kara and Scott unpack the military’s new testosterone screening program, Trump’s election fraud obsession, and the growing food contamination outbreak. Then, they discuss OpenAI’s first AI device, IBM’s stock plunge, and New York’s new restrictions on data centers. Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠.Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠.Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠.Send us your questions by calling us at 855-51-PIVOT, or email [e-mail] Learn more about your ad choices. Visit podcastchoices.com/adchoices

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You need to appreciate government before you start shitting yourself. Hi, everyone. This is Pivot from New York Magazine and the Vox Media Podcast Network. I'm Kara Swisher. And I'm Scott Galloway. Hey, Scott, are you recovering from the game? The game. Ugh.

God, that was rough. Was it? Oh, my God. Yeah. I've got, like, Argentina. I won't say Argentina's the better team, but they play the better game. It was an amazing game. Congratulations to Team Argentina.

What I would just say to Team England and the people are surrounding that team, me and my boys got so much joy from watching Team England through this tournament. It was so much fun for us. It created so much additional connection. I had such a great time. So not that anyone's going to hear this, but thank you, Team England. It was wonderful. Who's going to win now?

Who's going to, Argentina, or Spain? I say Spain. I think you're right. I think this kid, Yamal. You actually called this. You said, you said the very, you said the very, beginning of the tournament. You thought it was going to be Spain. I did. I did an interview with smart people and they said Spain. I'm going to the game on Sunday. Oh, you are? Good. That'll be fun.

I'm going because it's, this is, this is the one place. My total advocacy for drinking has paid off. You know who's taking me? Who? A. B. M. Bev. Oh my God. They're like, that's the dude that likes alcohol. Bring him. Oh my God. How do you get? Why don't I get invitations? I pick the winner and then I never get invited to So, okay, so they're, but I have to, but I have to pay for my boys to go. I'm buying tickets. It is crazy expensive to go to the final. That's, well, that's money well spent for you, Scott Gallery. Anyway, Scott, I saw the Odyssey. Oh, what did you think? I loved it. It was great.

Really? Yeah, I went with Casey Newton after going, I was in San Francisco. I went to my son, where my son is working, which is, he's, he's working at a restaurant called Boulevard. He's the Saladier. and we had dinner there and then we went to see The Odyssey. I was thinking of you the whole time. You know, it's interesting because you know, Elon's against it, right?

Because it's like... Who gives a shit? I know that. What does it care of think of the movie? I know. What is care of? Here's the thing. It is an anti-fascist movie.

It's an anti-fascist movie. Disguised as, of course, The Odyssey, but the way he's done it, he finally reveals himself at the end. Matt Damon is amazing. Anne Hathaway, off the fucking child. There's very little CGI, and so it's real people.

So that's the thing. That's what's astonishing, because you keep watching and you think for a minute it's AI or CGI and it's not. Charlie Starran's in it for five seconds. It's Calypso, and it looks like an ad for Lancombe, essentially. It's a perfume ad. It looks like a perfume. You'll see what I'm talking about.

Her outfit is fantastic. There's a lot of sort of stunt casting that I don't know if I preferred, because they're not on very much. It's a distraction. I find those are sometimes a distraction. Yeah, it is. It really is. My second favorite movie, Oppenheimer,

my other one is Chris Nolan, but I think literally perfect film. It feels like that movie. I know it sounds. Perfect film for me was Dunkirk, which is all together. There's elements of all the movies in this movie. There's a Dunkirk-like scene on the beach.

You'll love it. You'll love it. It's going to make all the money, and it's going to deserve it, and it's going to win all the Oscars, and it deserves it. You should dress like Odysseus this Halloween. That's my feeling when I was thinking.

Really? I'll consider it. Yeah, I think you'd be good. As long as I get to wear a wig and show off my muskles, that's what Halloween is for me. Muscles, you can show up your mother. And speaking of muskles, Scott, I'm going to start testing my co-host testosterone levels. I feel like I need to do that now. Defense Secretary Pete Heggs says, the military will begin annual testosterone screenings for service members,

age 30 or older, with voluntary testing for younger troops. Service members found to have low testosterone will be offered voluntary hormone replacement therapy as part of the new program. I didn't know they did gender affirming care. I thought they were against that. Let's listen to a clip from this bizarre announcement. This initiative, it's not about artificial enhancement. It's about restoring and optimizing your natural capabilities,

protecting your longevity, and ensuring you have the biological foundation required to sustain the fight. Well, now we know he's on tea. You know, let me let you run with this. You have taken, you take testosterone. you've talked about it. Why is he doing this? Explain, make the good case for it, I guess.

Well, I mean, if part of health care coverage is like, I'm on testosterone because I think it's good for my brain and my heart health. And it makes, quite frankly, it just makes me feel younger. Weird things, like, I don't have to pee as often. And my doctor said, we're not going to take you, you know, you don't want to, I'm not using it to be a monster or more aggressive. I'm using it because I want to, quite frankly, feel 45 again. And hormone replacement therapy is something that I think, you know, under a doctor's supervision for men and women in the 50s.

Yeah, I take hormone replacing therapy. Yeah, I think it's, I think it can be a real value out under the supervision of a doctor. But this is just for formative, in my opinion, stupidity. Young men don't have, or are military, and men don't have a testosterone problem. We have a loneliness problem. Young men are falling behind because they aren't low on testosterone. They're falling behind because they're low on purpose, education, work, and relationships, and we're having trouble finding, although actually recruitment is up this year, we're having trouble finding 70% of people,

remember how joining the Army used to be the option of last resort. 70% of men that walk into a recruiting office right now for the armed services don't qualify because of obesity or mental health problems. So if you want a more lethal fighting force, we need to make more investments in young men. And it's not about pumping them full of testosterone. I know. So this is this performative stupidity. He conflates this weird notion of masculinity and fitness and optics with or doing bad pull-ups. Our military is headed towards asymmetric war.

You know who's going to have the best? You're going to have the most lethal fighting. forces will be the ones that master AI, asymmetric drone capabilities, really good management, ability to attract the best and brightest, and have special forces of just out of fucking control, brave and smart and strong people. But those people are in their 20s and they are soaked in testosterone. That's correct. That's the whole thing. I was like literally Ukraine and the most recent conflicts have all shown, and with Iran against the United States, has shown that might is not the actual winner here or largeness or muscularness. It's something very different. And, you know,

testosterone can also, if it's taken wrong, fuck you up, like beyond belief, correct? I mean, you have a doctor's care, but I know a lot of people who do this is off the shelf and problematic and cancer causing and everything else if you don't do it properly. Yeah, for the most part, I don't think young people, the average young person needs the following. Nothing. They need relationships. They need a gym. They need the money to have decent nutrition, you know, but they don't, some of the craze around peptides and enhancements, and I realize this is somewhat hypocritical, but as a 61-year-old male desperately clinging to just try and feel 45 again, I do think there's a difference. But it worries me this notion that young men,

the peptide stacks, and I think that stuff is borderline a little bit scary. And your 25 or 35-year-old self is pretty fucking awesome on its own as long as you do some very big

good sleep, good nutrition, gym three, four times a week, some practice to push your limits, you know, be strong, be fast. I agree. I can't tell you The amount of like people tell me they're buying off-the-shelf peptides. I'm like, oh, my God.

Yeah, I don't do any of that shit. Are you, I'm like, it comes from China. It's not, it's not tested. I hope you like sepsis. Like, I just am like, oh, my God. And it's not to say there shouldn't be, they shouldn't be doing all this research on peptides. By the way, GLP ones are a peptide. But the way people are doing, and this just sort of brings it out, this idea.

Let's jack up our, let's steroid up our troops and make them insane. I don't know, just so unhealthy. Anyway, typical of Pete Hagseth because he's as dumb as a box of hammers. Next one, Elon Musk likely broke Wisconsin law when he promised to hand out those million-dollar checks to voters in 2025 state Supreme Court election, which he lost, according to Wisconsin Election Commission. The bipartisan panel found probable cause that Elon violated a state law that makes it a crime to offer a person anything of value to get them to vote. Now it's in the hands of Wisconsin DA to decide whether to pursue charges. I'm doubting they will. But honestly, when he did that, that was kind of so grotesque.

He did it several different places across the country. I suspect he'll do it again if he's not stopped. So I don't mind this moving forward in some fashion. But he, you know, he's unchecked. I mean, the money he's been, he's put $90, I think, $90 million into elections right now at this point, just him for the midterms. And, you know, Ken Griffin, a whole bunch of people are just shoveling the money. and in the Supreme Court, the most recent decision just allowed them to shovel it even more.

Yeah, I think Ken Griffin is probably running for president, by the way. Oh, really? Say more, as you like to say. Well, he's taken a lot of public stands on politics, and if you're a billionaire, the key to happiness is to be anonymous, and he's decided not to be anonymous, which says to me he has political ambitions.

Oh, interesting. Also, a smart guy, a lot of money. But, you know, he's been very, very vocal. But, like, the problem is... So he's going for the Mark Cuban slot, except he's like, Half is nice. There's a huge lane on the Republican side. Everyone keeps talking about the Democratic.

The Democratic primary is going to be a, is going to be a gladiator fight. Because there's a lot of good people. Handsome Ossoff. I'm having, do you see him in this senator? He's amazing. He looks like Kennedy. I think he's hot. I can't believe it.

Oh, he is hot. God. They guys got total Kennedy vibes. Total Kamala vibes. I'm having, name dropping. I'm having coffee with another potential presidential candidate. Senator Kelly from Arizona who you meet with the guy. You want to talk about testosterone.

The guy flew a craft 30,000 miles an hour while also flying combat missions. He's a solid man. He's a man. He's a twin. And he's like, talk about someone who's been an outstanding husband. He's, anyways, he's a great role model for young men. But look, the problem is in election interference. in Wisconsin. The problem is we've essentially decided that money can run unfettered.

And so what do we have in society? Most people would agree the 1% has disproportionately benefited. It's not even the 1%. It's the 0.01%. And the 0.01% right now is in a position because of Citizens United and the most recent Supreme Court decision. I told you my conspiracy theory, which I think is just self-evident, I believe. that this phone call took place. President Trump, is there any way you can lean on the SEC chair or the NASDAQ to let to include SpaceX right out of the gates in the NASDAQ 100?

And as a result, you'll get, you know, retail investors will have the opportunity to invest. I'll have more demand. And I see my net worth increasing. Of a small group of stocks and not a lot is out there. And so it juices the stock. But go ahead. It's trillions of dollars that have to all be allocated

to one of 100 stocks based on the market cap, which creates unbelievable demand that is never been there for, that has never been there for a new issuance in history. So President Trump, if my net worth goes up $120 billion because of a smart move on your part, I don't see any reason why I wouldn't put $1 to $10 billion into the midterms. And these elections are won or lost by two or three percentage points. You're telling me a billion dollars, can't get you another couple points in Maine? I mean, or wherever it is.

Maybe. He didn't win in Wisconsin. He spent $25 million there. Well, that's the silver lining here is that money seems to have some effect. Money, the ROI on money is going down. It used to be that 95% plus of the people who raised the most money won because it was largely based on incumbency. And television buys and this.

But Tom Steyer spent a quarter of a billion dollars to come in fourth or something in California. So that's the good news, but still, it goes back to the same thing. The problem isn't people, the problem isn't people with billions of dollars. The problem is if you can directly connect it to undermining our democracy, you have unelected people deciding who's going to be president. So anyways, I think we need one case isn't going to move the needle. I like that they're doing it, though, because that was at the time, I was like, can anyone stop this?

This is insane. You're buying votes. I just, it's so buying votes. It was like, you know, it just seemed like ridiculous that it was so explicitly bad. I hope they pursue it. But speaking of election interference, which is going to be a lot, we're recording ahead. President Trump's working his artist to interfere with the election. He's going to do a primetime address to the nation where he will discuss, quote,

free and fair elections and other topics of Poperi, as one advisor put it. I should never use the word poe peri. Allegations about China meddling in the U.S. election report had come up, and some reports suggest he'll once again push claims of election fraud in Georgia, speaking of John Oshoff. Let's listen to what Ahsov had to say during an appearance on MS now. There's talk that he might try to declare me and Raphael Warnock illegitimate senators. Obviously, the president has no power to do that, but he does have the power to try to intimidate people. He's demonstrated his will to abuse power. I expect him to use whatever he puts out there on Thursday as a pretext either for some

attempted unconstitutional use of federal power to interfere in the election or to give his proxies and loyalists in state and local jurisdictions some cover for whatever they might attempt or to lay the groundwork for challenging the result. So there it is. And it's really interesting because, you know, especially because his like handmaid, to seditions like Senator Cynthia Lummis, rhymes with hummus, dumbus. You know, I don't know if they were properly elected. Like, they are.

They follow along. And Trump also removed all three sitting members of the bipartisan U.S. Election Assistance Commissioner Group that oversees the testing of voting systems. It's all over the place. This is something Bannon. Steve Bannon has talked about. There's all manner of attempts possibly using ICE, et cetera, et cetera, et cetera. thoughts on this besides the handsomeness of John also.

You can't have a democracy when one of the two parties, except in speech as though it was the following, we won or it was rigged. You just, and election interference, the good news is that essentially affordability, which right now the Democrats are seen as better on, is dominating in Gallup polls what people are concerned about. Only 2% of voters believe America's biggest problem is election reform.

So, but at the same time, I also read 60% of Republicans think the 2020 election was rigged. I mean, this is just so bad for America because when you repeat a lie, this is straight out of the GRU. When you repeat a lie over and over, it becomes less outrageous, then it becomes normalized, then it becomes self-evident. Correct. Yeah. And our media, they just have a responsibility. I was just so, I met, I forget to say,

the guy interviewing to be the head of our intelligence service. I met him. Clayton, Jay Clayton. Yeah, I met him at a conference, I spent a little bit of time with him, reasonable, smart, impressive man. Mm-hmm. Oh, the, can't say that Biden won the 2020 election?

Yeah, he can't. He actually can't do it. And because then his nomination will be pulled by Trump. And it's like, okay. Okay, at some point, at some point these men have to be men and say, my kids are going to think I'm a coward. I just, it's like, you don't think that video is going to be playback over and over and over in your kid's third grade civics class? Rest of his life. Rest of your life.

It's like, and by the way, maybe the nomination gets pulled, but don't you want to be that dude? Don't you want to be the guy that said, of course he was elected, yes. and then have Trump, and then have Trump pull your nomination and be a fucking hero. I know, you know, of all people, Thomas Massey was like, we have the House, the Senate, the presidency, and pay pretty much to the Supreme Court, and we're saying the elections were rigged? Ricked. Like, wow, keep rigging him. Like, it was, it's ridiculous. I mean, the fact, I mean, one of the things, it's just ridiculous. It's, it's an astonishing repetition of lies. Those two, there was two hearings. It wasn't just him. It was also the attorney, general, can't say it. They can't say it. Biden was certified president. That's all they'll say, which is not the same thing. I mean, the fact that they can't say it, and that's happened several times with cabinet members, is really something else. It really is. And it's as if they live in Putin's

Russia, and they do for the Republican Party, where if they say the wrong thing, they get, like, thrown out a window, essentially. And this is not a real throwout of window, but a sort of a version of it, a political version of it. There has never been a testosterone therapy like a Republican losing an election. Well, we'll see. We'll see. I don't know. You think Tom Tillis and John Cornyn are going to push back on Blanche? Look what truth tellers these guys are once they lose their election and they have only six more months in the Senate or whatever. I'm waiting to see if they vote against Todd Blanche. I don't think they will. I mean, his personal lawyer running at DOJ. I'm his lawyer. I mean, I was his lawyer. I mean, I don't know what I mean. You know, I don't think they're going to, I think they're going to vote

and they're going to let it out of committee. I just don't, I, I don't think they, they still can't sack up. Too late Tom, sack up, Tom. Sack up, Tom. Take some testosterone if you need to. Take some borrow from HECF. He can't stand. He can't stand, HECF.

The whole thing, you're right. When do they, when do they stand up on stuff like this? And it's like what Adam Schiff said to Todd Blanche, what happened to you? You used to be, you used to be a person of quality, and it's really interesting. Anyway, we'll see what happens. And I'm not, are you watching the speech tonight? Oh, I could care less. I can care less.

I don't. I can't. You know what? I will watch it. I'll just watch it on one of three social media platforms that'll give me the two or three clips. Kalshi is now saying there's a 45% chance that Democrats take both the Senate and House at the midterms. Yeah, both. Anyway, that's still 45.

Let me just say, I'm going to go back because this is the same thing, this repeating of the lie that you just said, the reflecting pool. This is the kind of thing, the lie, the lie, the lie, the lie. And by the way, the media repeated it. We should have like just now the reporting is in. And I got to commend CNN. It's a very tough report on it. Just like stop repeating his lies. And tonight, if you all repeat his lies, you're as complicit in what's happening here.

You have to say this is not true. This is not true. And not even entertain it in some level. You can report on it, but you don't have to entertain it the way they, as if it's an equal thing. I just, that to me, is really what really drives me crazy. Anyway, let's go on a quick break. We come back. Things are going to get explosive and not in a good way.

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co-work, and I have enabled or activated my email such that it can go through my emails and answer questions. And I found that to be one of the biggest unlocks in terms of productivity and utility in my professional life. Scott, we're back and never has diarrhea been so political. Now let me pronounce this right. A cyclospora outbreak has now spread to 34 states. It's a parasite that contaminates fresh produce and causes severe watery diarrhea, with frequent and sometimes explosive bowel movements, according to the CDC. Officials are still investigating the source. Michigan officials say the evidence points to lettuce or salad greens. Federal and state officials are also looking into whether Taco Bell restaurants played a role. This is so ridiculous blaming Taco Bell for this.

And making things more difficult, the CDC, of course, scale back the country's comprehensive system for tracking foodborne illness outbreaks last summer. Thank you, RFK. That's your fault. They cut these things. States can report cases through other systems, but experts say the cuts created blind spots making outbreaks harder to track. just ridiculous. These people made the cuts, and this is the result. Everyone's having diarrhea. It's the fact that diarrhea is the brand for the Republican Party, like bringing us diarrhea, measles, and possibly polio is, and Ebola is really quite something. I just, I don't know. I like lettuce, and now I'm, like, nervous about eating it. It's crazy. The memes are amazing. Let's go through a few of them. Someone on X posted, I found an explosive diarrhea parasite with a picture of Stephen Miller. Also, first Mitch McConnell and now cyclospora, big week for evil vegetables, and maybe explosive diarrhea will finally be the thing that brings both sides together. Thoughts on explosive diarrhea?

Yeah, I don't know. I was feeling really good. I had the best. You know what's coming. I had the best bowel movement I've had in years the other night, and then I realized I was still in bed. Look, I don't, you know, all of these things. Okay, that was good. Whether it's testosterone.

Yeah. Look, the CDC, we need thoughtful people. It goes back to the same thing. This is true of Democrats and I'm Republicans. We've taken for a grand in how many competent people. Work for the government. And that you need a diplomatic corps that can say, this memo of understanding doesn't mean fucking anything.

and we need to do hard work of diplomacy here. We need talented medical professionals in the CDC to go, this is a risk, these are the preventive steps we need to take, who have the support of the White House and aren't trying to figure out ways to undermine, you know, vaccines. So for every, look, for every $1 invested in public health preparedness, you get multiple dollars in avoidance of health care costs

and productivity losses. foodborne illnesses already cost the U.S. tens of billions annually. You don't notice these things when the CDC is working. You only notice it when someone is shitting themselves. There's small outbreaks. There's small outbreaks as opposed to these enormous ones. Okay, but America, you know, and this is true, Democrats and Republicans, you need to appreciate government before you start shitting yourself.

But in this case, this was the Republicans cutting these programs that have been in place. agreed, elected by an American populace. Correct. That's correct. That's absolutely correct. But I don't think we voted. I don't think even those people voted for diarrhea. We didn't vote for diarrhea. Right. Nobody voted for diarrhea. And you would assume that this is the kind of stuff. You know, the fact that they go for this stuff is really interesting to me. I'm like, that seems like a real, like, I don't know. It's just, it's so, it's not just short-sighted.

It's just dumb. Like, let's stop the tracking of foodborne illnesses. What, what plus, who made that decision that like I want to be in that room like who said yeah that's what we're going to cut because that's something that you know isn't important like salmonella or something like that I don't know it's it's a really I think it is all knitted together and again back to the reflecting pool it's like those were no no bid contracts back to all the no bid contracts all over all over the place where you have shoddy work or shoddy this or shoddy that and then in this case it's diarrhea I just and of course it's now it's going to hit lettuce makers you know people who sell lettuce, grocery stores, all the implications.

Everyone's eating chocolate chip cookies. They get fatter, whatever. Let me ask you a question. As a marketing person, how would you sell this as a Democrat? Is it worthwhile to use this in the election? Yeah, you know, bombs, diarrhea, and inflation. That word is so powerful that I would probably couch it in America's health being ignored, which drives up costs.

So you can't afford the treatments to the diseases you shouldn't be getting. I mean, yeah, I think, I don't know, I think they need to test it. I still am all about accountability and affordability or maybe affordability and accountability or renewal. You know, I'm working on a bunch of messaging around these issues.

This is, it needs to be more than a meme. It needs to be broadened to our heads. health is been compromised by an incompetent set of officials where it comes back to the same thing, and that is opting for faulty over competence will hurt the American public. Yeah. And the Democrats, if you look at past administrations, sure, you know, politics plays a role, but here are some of the, you know, I would hold up, I would say, okay, let's just look at Surgeon General Murti. Let's look at, let's just look at these people's backgrounds.

Let's look at the former, let's look at some of the people who ran our intelligence and who's running it now. I just run ads around. All right, let's look at past defense secretaries and Pete Hackseth. Let's just compare. Compare and contrast. Yeah, in contrast. And unfortunately, that doesn't fit on a bumper sticker. There's probably something very clever around this they can come up with.

There is a grift kind of thing that's really, I think is actually very strong. like just this week, the FCC under the moron, Brandon Carr, a signal that will vote to repeal the cap on ownership of TV stations, a limit that keeps owners from controlling the stations over 39% of the markets. They're trying to get next door and whatever that company is next door and tell whatever the heck it is. They're trying to merge companies and they've been blocked by various lawsuits. And, you know, Americans' confidence in technology companies has fallen, like, drastically. I just think you put out an idea of the grifters you're here and you're just, you're just, you're just. getting diarrhea, the rich griff, they're getting rich and you're getting diarrhea. Well, like, what can we do about it?

I'm always thinking, other than just barking into a mic, I'm putting out a bunch of threads in a bunch of posts. I initially thought this could be the Democrats making light of a bad situation in placing blame where they shouldn't. And then I did just a touch of research. On July 1st, 2025, the CDC's foodborne surveillance network called FoodNet, cool name, dropped a number of pathogens that require states to track from eight to two. Only salmonella and e coli remain mandatory.

Cyclospora, listeria, campelobacter, chigella, vibrio, and ursinia. Oh, that's a bad. All became optional. Cyclospora has been tracked continuously since 1997, meaning 28 years of monitoring, ended the summer before the biggest outbreak on record. Folks connect the dots. Since early 2025, the administration has kept more than 3,000 positions from the CDC, roughly a quarter of the workforce.

And what do you know, we're having a cyclospora outbreak. I mean, this is math. This isn't politics. Connect the dots. Connect the dots. They can't run. They can't govern is what you want, really. They cannot.

They don't govern. And when they govern, they steal. I mean, I think that's like. The administration dissolved the CDC's division of parasitic diseases and malaria. Yeah. And they keep saying, well, it's bloated bureaucracy. We'll talk about, okay, bloated is a key word here and wasteful. I mean, these words are taking on new meaning right now, and the pattern isn't limited to

one parasite. A second one, a flesh-eating New World screw warm showed up in U.S. livestock in June for the first time in nearly 60 years. Sixty years, yeah. And so these, these, talk about growths, these larvae burrow into the flesh of living animals, and the USDA is fighting it by releasing millions of sterile flies in Texas. Mexico and Canada have both restricted U.S. cattle imports over the spread. So this neutering, this neutering of our government agencies and replacing them with loyalists

incompetence. Incompetence. Folks, the chickens are coming home to roost, except the chickens have diarrhea or will give you salmonella or whatever. So. You can't paint a pool. But again, I come back to the same place. Competence. Our government is stacked with, or was stacked with talented people.

talented people. I agree. I agree. Anyway, on a much different note, OpenAIs, a much-inticipated first device is going to be smart speaker, according to Bloomberg. The device, which is under development, is meant to be human-like AI companion that lives in the home. It will help control smart home appliances, play media, answer questions, and tap into the capabilities of chat GPT. It sounds like Alexa to me. OpenAid believes the device is different from anything Apple has on the market, which might come to play with an Apple loss that we talked about. Obviously, the delay, Anthropic is allegedly going to go public in the fall sometime. Open A probably is not. Is this a product that's going to work, Scott? This seems like a product Scott Galloway does not like, but perhaps he does. I don't know.

I actually, I liked it more than I thought it would. I thought it would because you keep talking about, at some point there needs to be a post-smart phone era, right? Yes, that's correct. And I don't think the most valuable product of the next decade or decades won't be the one with the best screen. It'll be the one that knows you really well. Right. Absolutely. And the inside, it won't be who builds the biggest model or best model. It'll be who owns your kitchen, your living room, your car, your earbuds.

And Apple won because it owned the interface, not because it had the best technology or model. And Open AI is trying to own the relationships. Now, granted, Meta tried to do this with their, I forget what it was called, that screen. Yeah, they had one. Remember that? Yeah. So I actually think strategically going for a speaker and trying to go in home, I'd heard it was going to be some weird fucking pin or something. Yeah.

Or an attempt to be. Yeah, the pins have been tried that you carry with you. At some point you will, let me say, you will have a pin on you at all times. Or it will be your AirPods. It'll be extra smart, right? I think that's right. So I think that the idea of a better Alexa, the idea, I don't think, smartphone.AI was going to work, but the idea of a really intelligent speaker,

conceptually, I think this is strategically, I think it's correct. The thing that everyone learns and is just littered with dead armadillos is believing that because they're good at software, they'll be good at hardware. There are so few companies who have made the leap to hardware. What hardware in the home do you trust, though? I mean, my son literally took all the Alexis out of our house. Like, he's like, they're not going to surveil us. That was one of the issues, the other they're always listening. Like, people are nervous about this kind. You know, even the alarms that people put on the cameras, like, they got manipulated

from outside where people were looking inside people's homes. I mean, I think, and then Amazon, remember Amazon was going to have a drone that followed you around your house and did things, like a little floaty thing? I mean, eventually people will have a version of that, presumably. It's just who do you trust to be in your home? Because I wouldn't put any of these things in my home at this point. Yeah, but this, so my first thought when I read this was two things. I think this is actually smarter than I thought, at least strategically, obviously this is all

about execution because I thought they were going to try and put out some, you know, the Amazon fire phone or whatever it is. The second thought I had was I'm going to buy Sonos stock. I think Sonos is going to be acquired. Oh. Because I think for Sonos has a market cap of $1.7 billion. That is literally changing their couch for these companies. And they immediately have an installed base of speakers where they can just have

grade the technology. Oh, fair point, which you can never work, which never work. I think Sonus is amazing. I love it. I have to tell you, it's the most difficult to get coordinated. It is always glitching. It's always glitching. I'm smart about these things.

And I love Sonos. But you ask, there's so few trusted brands in the home. It's really interesting. Like Sub-Zero is such an amazing brand. You can buy a $4 million home, and they will advertise it that it has an $8,000 refrigerator called Sub-Zero. That makes no sense to me. You think about how many actual brands that the furniture market is totally fragmented.

It is. Sonos is a decent brand. No, I agree. And they have a song. You're right. I let Sonos in the home. And by the way, the stock is off 56% in the last five years. That company is screaming to be acquired.

I have a lot of Sonos in the home. And I don't, but I don't have Alexis. I don't have. It's a really interesting thing because, but this, remember when Amazon bought Eero, I guess? I was like, oh, fuck. I was, you know what I mean? Because I love the Euro guys. They were really interesting.

And this is basically a repeater for your internet, essentially. And then when Google bought Nest, I was like, oh, damn. You know, like, oh, they're here. And now I do keep a nest in my home, and I do keep a Sonos. But I don't know if I want Chat Chabby Team around my house. I don't think I do. I think I do not. I think you're, I've always bought that people talk a big game about privacy.

and if they can see their Uber QX60s getting a little bit closer on the screen, they'll give up all of their data. I think people opt for utility over privacy and then they talk a big game about privacy. Yeah, kind of, although you shovel a lot more stuff into chat of TPD than I do. I won't. I still don't, and I don't.

It's just because I don't want this particular company. It doesn't mean I wouldn't allow Apple in the home a lot more readily, but they never come up with any. Their device was terrible. I have one of those. I close. It's in a box. somewhere. I still have yet to integrate these into the home in a way that is useful in what they're

talking about here. So you're right. We'll see. Someone's going to get it right. Anyway, let's go on a quick break. When we come back, we'll talk about a tumble for IBM shares and what it means for the market at large. Support for the show comes from Built. Here's a question. Are you getting rewarded for paying your rent or mortgage right now? If the answer is no, you need to check out built. Becoming a built member means earning points on every housing payment no matter where you live. As a member, you can redeem built points for flights, hotels, lift rides, Amazon.com purchases, future housing payments, and more. You also get access to their agentic neighborhood concierge. It's basically an assistant in the built app that's connected to both your home and over 50,000

merchant partners. It can pay rent for you, make dinner reservations, book fitness classes, selected lift ride, and more. It does all of that while automatically applying your member benefits along the way. And if you've been curious about what agentic AI actually looks like in practice, this is an example of just that. Built is not just for renters anymore. It works for mortgages now as well. When your housing payment is one of your biggest monthly expenses, you might as well earn points on it. Download the Build app and join membership for where you live at joinbilt.com slash pivot. That's J-O-I-N-B-I-L-T.com slash pivot. Use our link so they can know we sent you. Is Kamala Harris running for president again?

Listen, I might. I might. I'm thinking about it. But does anybody want that? Yeah. Yeah. Well, I don't see why not. Absolutely, I think Kamala Harris should run for president again.

I don't think there'll never be a woman president in the United States. Now, why, wait, you can't just walk away on that. Tell us why. I know it's still early to talk about 2028, but as we build to our post-Trump future, It seems to be a big question about the Democratic Party. Kamala Harris leads all of the presidential polling. So does this mean that the person who led the ticket in 2024 is going to lead the party again in 2008?

The campaign needs to be called bye-bye. It's just a tainted brand. Do you think from a donor community largely that there's any appetite for a Harris return? I don't. I'm a Sted Herndon, and this is America Actually. Catch us every Saturday, day on YouTube or wherever you get your podcast.

Remember Snapchat? The app best known for being the place to send disappearing photos and videos to your friends? Well, Snapchat was back in the news recently, but this time it was not about disappearing photos and videos. It was about smart glasses that you put and keep on your face. Snapchat was trying to get in on the game with a pair of black, horn-rimmed-looking spectacles, think the pair that the old man in Up wears. But, like, three times thicker and with a price tag of $2,195. Photos of Snap CEO Evan Spiegel wearing his specs, that's what they're called, by the way,

specs were all over the internet and not in a good way. People were laughing. And they laughed all the way over the stock market where Snap took a hit. But as you're going to hear on today explain from Box, Snap's playing the long game with smart glasses and the rest of big tech is too. Smart glasses are officially here, so we're going to officially talk about them. on the show and worry about our privacy. Scott, we're back with more news. IBM stock is down 26% in the last five days after issuing a rare profit warning, noting the shift in customer spending from software to AI hardware and chips

ahead of the quarterly earnings. The sell-off raised $69 billion in market cap, and the initial tumble marked the company's worst day since at least 1968. The S&P Software Industry Index is down over 13% for the year. You've talked a lot about the software companies. By the way, SpaceX is really taking a digger. Oracle is way down, you know, and just related, I think New York has become the first state to ban the construction of new data centers. The pause applies to new data centers requiring

50 megawatts or more power for up to a year while state regulators develop new environmental and energy standards. Governor Kathy Hochel noted the New Yorkers have seen their energy electric bill surge 68 percent since 2019. And a June poll revealed that 46 percent of New York voters believe one-year moratorium on large data centers would be good with just 21 percent saying it was So this is all related to each other, this idea of this growth. Talk a little bit about IBM and then the links to oracles, SpaceX, everything else. They're really trending downward in a really significant way. And people are nervous.

There's so much more discussion about a possible collapse by lots of different people. Noble, the investor, George Noble. Bill Cohen did a great interview with him. He's nervous. Thoughts? Yeah, it felt like I was caught off guard by that. I mean, this is, they came in at 17.2 billion versus 17.9. And the stock had its worst day, I think, maybe ever, or in 50 years.

And it raised a quarter of IBM's value over a $660 million revenue miss. That's about $100 a market cap for every $1 of missed revenue. The reason why is IBM's customers are rating their own IT budgets. In the last few weeks, clients pulled spending from software and mainframe deals and used it to panic by server, storage and memory before prices rose further. So, and the sell-off infected the entire enterprise software market. The fear is that there are the canary in a coal mine here, and that is the real loser is anyone who buys memory instead of selling it. So data centers are forecast to consume 70% of all memory chips produced in 2026, up from 20 to 30%. And three companies make up roughly 90% of

the world's DRAM market, and all three have shifted. production towards AI chips. So their costs are going up, and meanwhile, their revenues are flattered down. So you have margin compression, and meanwhile, and top line going down. So the losers are everywhere else. PC makers who consume a lot of memory or buy it, that was 15 to 18 percent of PC materials cost is now heading towards 40 percent. So in a competitive margin, in a competitive of commodity market, your costs are going up waste. And so prices have to go away. Think about it, Apple has already had to raise its prices,

but they have the margin power to do it. Xbox has raised prices by consoles as much as $150. Smartphone shipments are projected to fall 13% on memory price surge. And software and services, corporate IT budgets, are being redirected to panic buying chips. So the AI trade has gone parabolic, but the losers have suffered tremendously. Accenture is down 47% year-to-day.

I think as a lot of those back office jobs, people think AI will supplant. IBM's down 28%, Microsoft down 16, service now down 29, Salesforce down 34. I actually spoke at Salesforce yesterday. So the market is reshaping around big winners and big losers, and IBM is perceived as being on the wrong side of the trade, because now it's competing.

It's competing to buy the memory against, companies that have a better business model or better prospects. Right, right. But what about the overall trend? Because there's so much noise now. I mean, I was really struck by this George Noble interview that Bill Cohen did. He's just like, this is, he essentially was like, this is bananas what's happening right now with the spending.

And you do see, you know, SpaceX, despite the index thing is drifting down, drifting down, drifting down, more and more. Ed Ellson, by the way, is enjoying the entire drift. He does a threat every five seconds about it. Are you very worried? Because a lot of people, I just have been hearing so much more noise around that. And it seems very interrelated to these data center slowdowns and that the business isn't quite there. And Open AIA is not going to go public this year.

Maybe Anthropical get through. Are you still remain worried or are you paying attention to that? because I think they're all related to each other. I mean, and granted, I get this shit wrong all the time. I think we're literally late stage 99. Yeah, yeah, which is said. And I think it's unfurling remarkably similar. First, it was B to C, the Amazon's, the E toys, you know,

the pets.coms of the world's imploded because they didn't create the demand to justify their valuations. Okay, so what's under a huge chart right now? the ultimate consumer AI play, which is Open AI. And then everyone, but wait, it's about B2B. So everyone shuffled into Anthropic, thinking it was the enterprise market. I think that's the next one to come from a trillion down to $100 billion. By the way, $100 billion is what Starbucks is worth.

That's not, that's still a lot of money. And then the next, the next year to drop will be similar to what happened. Everybody got out of B2C, got out of B2B, and then they went into Global Crossing and Cisco because it's steel in the ground. And then I think the next shoot a drop, I think we're going to start to see weakness in the infrastructure players, specifically in Vidiya in later part of this year, beginning and next year. This whole, I feel as if we are literally in the beginning of the unwind.

Yeah. And these data center bans or construction of them. I think it's a good idea. Voters want this. I think it's actually good government to say, like, let's take, it's not saying no data centers. It says, let's take a year. Let's figure it out.

Let's do it so that consumers don't have to pay. It's a great political message, and it's not anti-innovation. It's slow the fuck, slow your role dudes. Like, this is ridiculous what you're doing to our environment and our costs. And, you know, they try to blame things like Khoecl and others. I think it's actually good governance. That's my thing. Like, it's become politicized.

I think data centers have become the vessel for outrage around incremental equality. And I think some of the concerns around them are inflated. The notion that they're going to soak up all the water, they're noisy. Well, they're not, most of them aren't near. I feel that essentially this has become the new, the new kind of whatever it is, squeeze toy or anger mannequin for income inequality. And then in what is the biggest brain-dead brand move of that century, they decided to make the spokesperson for data centers, Kevin O'Leary.

Yeah. So, but if I were a civic official, first off, these people aren't, the people approving these data centers aren't stupid because these companies, is data centers don't call the fire department or the police department, and they pay property taxes. These people aren't stupid approving the data centers. What I would do if I were a local civic officials, the following. I would say, we will cram through your approval. We want 10 years guaranteed property taxes no matter what happens to your company. Because I think a third to half of these things aren't going to get built, but I still want those revenues.

Yeah. And also, maybe some, you've got to talk to voters about the electric bills and everything else, you know, and because they, I think the people who are opposing them have made very, have done a very good job of linking them with billionaires. And like, you're right, Kevin O'Leary looks like a fucking idiot. But that's math. A civic official should be able to say, we have economists and power people estimating what the increase in electricity costs will be, if those are in fact true, we need to, at a minimum, compensate consumers with the property taxes or fees you're going to pay. And also, I would say, a friend of mine, owns a shipping company. And shipping container ships went to like from $30 a container to $150 because

of Hormuz. And I'm like, is there any way you can buy futures or sell futures and lock in that price for the next 10 years? And he's like, I'm trying. If I were a civic official, I'd be trying to lock in the revenues and the property taxes, these things are going to pay for the, they're supposed to pay for the next 10 years. Because Kara, what I find generally in life and in business is the shit you are most worried about doesn't come to fruition. Because you start planning, against it subconsciously. The shit were, remember Y2K, how worried we were? Do you know where I was?

May I tell you a short story? I was sent by the Wall Street Journal on the best night of the New Year's for that 2000. I had to be at Yahoo and E-Trade. That was my life right then as a young reporter. I had to hang there and nothing happened. Go ahead. Well, or you probably, I used to go on Bloomberg

when I was going on TV there. And for fucking 12 months, we talked about, the collapse of Greece and how it was going to infect the EU, the moment you start worrying about everything, it doesn't happen. No one was worrying about planes slamming into the World Trade Center. We weren't that worried about a virus jumping the lab. And in fact, I mean, Bill Gates was, we are so worried about data centers that my view is, in my thesis, is that all of a sudden we've had this incredible flippinging from a supply crisis to actually a demand crisis. Everyone Everyone that was supposedly going to create all the demand for data centers is now selling their data center capacity and storage to the two companies creating demand, Open AI and Anthropic.

So if I'm a civic official, I'm like, bank that money now, get their commitments. And also, all the innovation is going to go into chips and inference and compute that requires less energy. And, oh, my, the most fucking ridiculous thing. Have you ever been to one of these things? the idea that we can put any semblance of one of these into space makes the Reboven look practical. I know, Reboven. You know, my favorite person, everyone should fall in. Jan Lacoon on the data space centers makes me laugh.

There's part of me that I got to say, you know, I'm good one, good one. Space centers, data centers in space. Like, I'm like, what a load of crap, but I love you for trying it. It's like having the, you know, we were supposed to have 50,000 optimist primes in our home, this year. Do you have one yet? Oh, no, but hold on. Let me ask my robot. Yeah, yeah, exactly. I think we will. By the way, I think we will eventually.

You think we're going to have, you think we're going to have robots? Eventually, but it will be dead. It doesn't really matter. But yes, I do. I think there's... My Filipino nurse manny is cheaper than a robot. I get it. I get it. I get it. I get it. Right. Okay. But someday, you may be taken care of by a robot. Anyway, but I like the fact that they just lie through their teeth about something and the lie is very creative. Anyway, one more quick break.

We'll be back for predictions. It all started with Call Me Maybe. Over 10 years ago, we created Switched on Pop to Listen Closer, uncovering the songcraft behind even the glossiest of pop hits. Since then, we've released almost 500 episodes. We've defined the sounds of our modern soundtrack and interviewed hundreds of musicians and music insiders, including the singer of Call Me Maybe herself, Carly Ray Jepson. I'm musicologist Nate Sloan.

And I'm songwriter Charlie Harding. And on July 14th, Switched on Pop is embarking on a new chapter. We're stepping out from behind our microphones and in front of the camera to stream our podcast on Netflix. Now, you'll still be able to listen to the show anywhere you get podcasts. But now you'll be able to watch us each week, breaking down the sounds of the moment, digging into musical minutiae with your favorite artists and offering questionable dad jokes, as always. We're kicking off our Netflix debut with a four-part series on The Art of the Song, with help from artists, producers, and songwriters like Aaron Dessner, Audrey Hobert, Trevor Horn, Cypress Hill, and Taylor Parks.

Stream switched on pop on Netflix and anywhere you get podcasts every Tuesday, starting on July 14th. Okay, Scott, let's hear a prediction. What is your prediction? Besides, I'm going to make a prediction. Odyssey is going to, like, blow the... That's a pretty safe one. I got to sell, you... No, but I think, like, way more than people think.

Yeah. It is really that good. And I think people are, again, just like they were with smaller movies like obsession and backrooms, they love getting in the theater when something's worth it. This one is worth it. I think it's going to blow out well beyond what people think the blowout's going to be. I like it. I'm going to see it.

I'm excited you liked it. Yeah. So my prediction is that OpenAI is going to buy Sierra and install Brett Taylor as CEO. Oh, great idea. Did I say this? Who said this to me? Someone asked me who I thought was to be CEO of... You planted the seed.

You said Brett Taylor. Yeah. Okay. Look, the most successful companies don't stop at the platform. They own the application layer. Apple didn't stop at iOS. It created the app store. Explain what Sierra is for people who don't know.

It's his new startup. So it's essentially they're in the application layer for AI. They're one of the best enterprise AI products. And they're essentially, they, they have evaluation of four to five billion. Open AI, supposedly, were they 800. They call it 500. So for 1% of the company, they get a CEO.

And right now, Brett Taylor is probably, they need to bring in an adult that calms the markets. And Open AI does, if Open AI does, in fact, have the best model, Sierra has one of the best enterprise AI products. And Brett Taylor is arguably the best enterprise software operator of his generation right now. And as these foundation models get cheaper, intelligence will commoditize, so the scare asset won't be IQ. It'll be customer relationships, workflow integration, and enterprise trust. And that's essentially what Sierra's offering.

Can I also say he can go toe to toe with Elon. He's the one who got Elon. Remember, Elon tried to pull out of the deal. He was the chairman of Twitter at the time. Forced him to close. He said, there's companies worth three. You want to pay 44, sign here, here, here, and here. And oh, remember me, you're the guy that signed these documents. You're closing. Right. He can go to tone to Elon. And actually is very well-liked in Silicon, very well-like, like unusually well-liked. Essentially, Sierra is the Salesforce of AI. And if OpenAI wants to be more than the invidia of AI, it needs to own the sales force of

AI. Do you think Sam Altman will give up the CEO show? I'm not so sure. Well, this is what typically happens. The CEO is taking so much shit and has seen the valuation go down. That has got to be fucking Vietnam minus the charm right now. I mean, I can't even imagine. He likes being liked. I'll say that.

I can't even imagine what it's like to be Sam Alman. So he probably has agreed. This is typically what happens when the CEO's 10 years like this and a founder. They agree to bring in a president. And then we all interview the president. And the person we really like says the following, I'm not going to be your fucking president. Make me CEO.

And then we all agree to make him or her CEO. Brett Taylor isn't going to take a president job. Right. And everyone that meets him. He did at sales just. Remember he was. Yeah. That was as a younger man joining.

joining Mark Benyoff, one of the greatest entrepreneurs in software, right? Yeah. He's his own CEO now. And so this solves so many problems. It gives the market a sense of calm and then an adult shows up. It's a chance for them to turn over a different leaf. It's a chance to create cloud cover to dramatically decrease the ridiculous CAPEX. It's a chance for Sam to save face and be the chairman and the visionary and prepare and pretend that it was his idea. and they also get a company in the application layer for 1% dilution. This makes so much, in sum,

the three most acquireable, no, two most acquireable companies right now, Sonos and Sierra. But this just makes so much industrial logic. I'm surprised. It may even be, we may even be in the midst of it right now, but Sonos should be picked up

by one of these guys looking to get into the home for scrap, but the real one of the ones, here is Sierra, and it's not, it's not, it's an aqua hire. It makes industrial logic, but what they really need, if they announce Brett Taylor as CEO. Yeah, big deal. The valuation of the company goes up $100 billion. They get 20x on the acquisition price. Say they pay 10 billion for it. They get 10x just by, with two words, Brett and Taylor. Yeah. Open AI is worth more than $100 billion. Am I your muse? I think I'm your muse. Do you know that? I think I'm your muse. Well, you're my inspiration on a lot of levels, Kara. I am.

Yeah, there you go. Anyways. I love it. Brett, call us. Sierra is going to be acquired, and Brett Taylor by OpenAI, and Brett Taylor's going to be installed as CEO. I like it. I love it. 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 85551 Pivot.

Okay, that's the show. Thanks for listening to Pivot. And be sure to like and subscribe to our YouTube channel. We'll be back next week. Today's show is produced by Lara Naman, Zoy, Marcus, Taylor Griffin, and Todd Wysman. Ernie and Ernie and Erdogan engineered the episode. Thanks also to Drew Bros. Miseveri and Dan Ceylon. The Shock Coraz, Vox Media, is the executive producer of podcast.

Make sure to follow Pivot on your favorite podcast platform. Thanks for listening to Pivot from Box Media. We'll be back next week for another breakdown of all things tech. And business care, have a great weekend. Now playing on Netflix, The Hawk. From the mind of Will Farrell. Oh, Mama. I'm back. Come in a new original series.

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