Pivot - X's Foreign Trolls, Google's AI Wins, and MTG's Resignation
Episode Date: November 25, 2025Kara and Scott discuss X’s new “About This Account” feature, which appears to show a wave of MAGA accounts posting from Russia, India, Nigeria, and beyond. They also unpack Marco Rubio denying r...eports that he privately called the Ukraine peace plan a Russian “wish list.” Plus, Google scores a major win with Gemini 3, Eli Lilly hits $1 trillion in market cap, and Marjorie Taylor Greene announces her exit from Congress. 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 Pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Lesbian. She's a lesbian, main character. You love a lesbian. Well, that's clear.
Hi, everyone. This is Pivot from New York Magazine and the Vox Media Podcast Network. I'm
Kara Swisher, and I'm stoked. I just ran and worked out, and I'm drinking kefir. That's what I'm
doing. Yeah, I'm Sky Galloway. I did none of those things. I don't even know what kefir is. I've
heard it. I think some people pronounce it kaffir. I don't know. I just love it. Let me just say.
I'm just pretty sure anyone who drinks it also includes their pronouns at the end of an email.
No, it's just so good for you. It's full of protein. It's full of all kinds of good fermented. This is like, I am
Do you like fermentation? I'll give you that.
I like fermentation.
Stop.
I'm going to get you some sauerkraut for Christmas because it's a perfect gift for someone like you.
I just want to keep you alive.
That's really what it is.
And it's not a metaphor to your personality in any way.
How was your weekend?
It was nice.
Boys were home.
It was really nice.
A lot of Premier League.
My doctor was in town, which is kind of interesting.
No.
It was good to see him.
And, yeah.
Do you socialize with your doctor?
I do.
He's a nice guy.
and he started a really interesting business.
You would like him, actually.
I mean, it's the first time we've socialized.
And they do this really high-end thing.
Anyway, nice man.
Yeah, that's trying to go.
But what if you don't like him socializing?
What happens then?
Doesn't that sort of queer their relationship, so to speak?
Yeah, I really like my, I go get these PRP shots in my shoulders
in my doctor there.
is this guy named. He's a super handsome, impressive doctor, Dr. Lindor. I want to send him up.
He's the team doctor for, I think it's the orthopedic for the New York Rangers to the hockey team.
Anyways, I like my doctors.
PRPs for people that don't know are platelet-rich plasma. It's spun, and then the golden part gets put in its supposedly health wounds.
They're using it for hair now.
Yeah, I haven't used it for here.
that train is left the station. I used it, I damage my labrum. What's interesting, I
damaged them both at the same time as if they were speaking to each other. And as you said,
they take your blood, they spin it, and then they put whatever it is. The golden part in.
The golden part back, and they re-inject it back in your shoulders, which isn't super pleasant.
And then the next day, it inflames, and I guess it's meant to promote healing. And there's a cumulative
effect. I did it three or four times. It got very interesting results, especially for hair,
but go ahead. So it worked for you?
Oh, it's real. I would say it took away 70 or 80% of the pain.
Yeah, people used to take steroids. I had that issue, and that's not as, that doesn't last.
You can only do that a number of times though, right? Correct. Yeah. Yeah. Yeah, I had a frozen shoulder when I was younger and then it went away. I did go away, I have to say. Anyway, listen to us. I had an interesting, first of all, I went on a date with my lovely wife, which was nice and some friends. Many people in the restaurant love Pivot, by the way.
And then my friend from sixth grade, Treby Williams, came over for brunch with her husband, Chris Keeney, who was my eighth-grade boyfriend.
So it was really fun.
Wow.
I know.
They're wonderful people.
They found love.
This is their second marriage, both of them.
And I have to say, both of their spouses died.
And they are wonderful.
I love having friends from that.
I know you have those friends, and I really value it quite a bit.
Do they have kids in their previous marriages?
Yeah, mm-hmm, yeah.
Older kids, you know, her daughter is a professor at Berkeley or associate professor.
Her other daughters are really well-known tattoo artist in Los Angeles, oddly enough, interesting.
And he has kids.
I don't know his kids as well, but yeah, they did.
They're just, they're wonderful couple, I have to say.
That's nice.
Sounds like a nice.
It was.
It was a Sunday brunchy thing, and it was really, it was quite lovely.
It was quite lovely.
Whenever I see someone a tattooer or someone, I was like, if you show me your boobs,
they'll show you my tattoos.
I call it tit for tat.
Oh, my God.
It's terrible.
You'll never be able to get.
You don't have a tattoo, do you?
No, I'm not big on tats.
And as a matter of fact, I told my boys, no joke.
I said, no motorcycles, no military, although I would probably back off of that.
It's less dangerous to me in the military right now than a lot of places.
and no motorcycles, no military, no tattoos,
and I'll buy them a car at 16.
And they could give a shit.
They don't want cars.
Wait a second.
What do you have to say after they're 18?
It's on your beeswax if they have.
I told Louis, you could have a lot of tattoos.
Right, but I have free speech and I can bribe people.
Yeah, that's true.
People can work for whoever they want,
and they choose to work for me because they're paying them.
I see.
I have seven tattoos.
Yeah, I know.
They're pretty well hidden, though.
I've seen some on your wrist.
Yeah, I've got one on my, my first one was on my ankle on the wrong side.
So I, they're mostly for me, and it can't see it, and it's a ginkgo leaf, which is my favorite tree.
But it looks like a shamrock, and people think it's a shamrock.
And then I feel like, you think I put a fucking shamrock on my ankle?
So it upsets me.
It's a tattoo that upsets me, my first one.
Yeah, I don't know.
I like to go up to these bros that, like, have those Chinese lettering on their cats.
Oh, yeah.
I don't do that.
And I'm like, do you know what that says?
And I almost always says, no, I think it's, and I'm like, no, no, it says, I like dick.
Oh, okay.
Some of them look like minor little hearts with my four kids initials on it,
and then I have symbols of entropy and centripy, which chaos and building, and I like it.
I'm thinking of doing another.
I'm really getting an itch for having another one, I have to say.
Maybe I'll put Scott S.
No, don't do that.
Well, I have it.
I don't have an S.
I don't understand how that.
I think women's skin is so, like,
like beautiful. I don't personally understand why anyone would ink it up. I don't, I don't get it,
but. I love them. I'm so happy with them. I look at them all the time. They're for me. I'm going to get
one for Scott. I'm going to figure out a little Scott one and put on my ass. That's not you. Then I
never have to look at it. Yeah, that's, that's uncomfortable. Yeah, I'm going to get one. I'm getting a
Scott tattoo. There you go. Everybody, write in. What tattoo should I get to symbolize Scott, okay?
Oh, God. All right. Let's have a contest. Happy Christmas. Anyway,
We have a lot to get to today.
There's so much went on over the weekend.
There's also a ton of tech news, political news, political and tech news.
Google is the top of the news.
As far as we're concerned, scoring on victory with its latest AI model and its stock.
And Trump falling for Mamdani, which we called.
But first, a number of America First in MAGA accounts on X.
This is a huge story that the media is not paying attention to in Scott,
and I have been stressing this for years.
A lot of these MAGA accounts on X appear to be based.
places like Russia, India, Nigeria, Pakistan. According to the companies brand new about this
account feature, the tool rolled out late last week, shows where an account is based,
where, when it was created and how many times its username has changed. I think this is a good
thing. I don't, I think this is actually a good update. X's had a product called the feature
an important first step to securing the integrity of the global town square, I would agree,
though he later warned of a few rough edges that will resolve this week. He also said that any
data is incorrect. It will be updated periodically based on the best available
information. That means they're going to manipulate it the way Elon has been doing GROC. I think
you're as shocked as I am. The foreign actors are behind some of these accounts. I saw a post on
threads. Your MAGA hat was made in China and your MAGA hate was made in Russia. Nothing about
you as America first. Also, many ex-users pointed out inaccuracies in their own locations. So it's
not limited to MAGA accounts. And let me link this with another story, because it's a bigger idea
of this Russian manipulation. As the peace talks continue between the U.S. and Ukrainian
officials in Geneva, Secretary of State Marco Rubio is insisting the U.S. wrote the 28-point
Ukraine peace plan that's been circulating a plan that many Ukrainians dismissed as a capitulation.
This comes after a bipartisan group of senators said Rubio privately described it as a Russia's wish list.
Rubio is trying really hard to thread this needle.
Rubio's been denying and downplaying, saying the plan was early document that received
input from both sides.
Trump said over the weekend that if Slinsky doesn't agree to the peace plan, he can, quote,
continue to fight his little heart out.
Marco Rubio is in a real fucking jam here,
but more to the point, the Russians,
both things show the manipulation of information by Russia
with this group of people.
They are such, there's such, you know, idiot assets, essentially.
What are your thoughts on this?
Because you and I have focused on this quite a lot.
These platforms, the GRU, the Mossad, the CIA, the NSA,
the CCP couldn't have jumped these platforms up in their wildest dreams
because not only can use them to track people
and find their key relationships,
if you're a foreign entity that can't beat us
kinetically or economically,
you just take this unregulated industry
where now two-thirds of people get their information
and it has no regulation
and a management team
that is just totally focused on economic wealth
and shareholder value.
And why would you spend $4 or $5 billion
trying to build an aircraft carrier
when you can spend $100 million,
and essentially create a pretty strong narrative
against providing more weapons and aid to Ukraine
by weaponizing troll farms
and using these poorest platforms.
The thing that is probably more influential
than the actual statements itself
on these social media platforms is the comments.
I mean, I can't help it,
and I don't think most people can help it.
They say something.
They make a declarative statement, a viewpoint.
We should be shipping long-range missiles
specifically the Flamingo and maybe the Tomahawk into Ukraine,
take out the refining infrastructure of 1%, and boom, the war's over.
And your comments will fill up with, there you go again,
you're war monger and you're trying to start World War III,
and then you click on these things,
and it's like Dog Mom, Wisconsin with three followers.
You know it's like what, you know those pictures of them with screens in front.
You've seen those pictures of these farms
where there's hundreds and hundreds of screens.
And so I think she and Putin and I would argue Hamas would be stupid not to make massive investments in trying to shape the narrative in the U.S. to their favor.
We do it with our Psiops.
I just don't think we're as good at it.
And just a brief unmasking of where these accounts were coming from shows that foreign actors are having a real impact on our discourse.
Now, what's a little different here is that I think a lot of these MAGA farms or MAGA accounts that have huge followings are actually not people trying to shape the narrative for propaganda purposes.
They're people just trying to make money.
Yeah.
So if you live in Nigeria and you find the easiest way to get several hundred thousand followers is just to be crazy MAGA, you do it and you make some money.
That's a really good point, Scott.
It's not for influence.
It's for money.
Well, I think it's both.
But it also creates influence, right?
because these people get all jacked up.
Yeah, and there's just no getting around it.
I've been thinking about this a lot.
And my advice to younger people
or if you want to be quote-unquote a thought leader,
like I don't think Muhammad Ali or Margaret Thatcher
would have given a flying fuck
what their comments were in social media.
And five years ago, seven, ten years ago,
I would be on social media and I'd say something,
but I was there for the likes.
and the likes were dictating what I said and how I thought,
because I wanted to please people and I wanted affirmation for others,
or at least influencing it.
And then what I realized is, okay, that just results in more extremism,
and when we all bark up the same tree, we get stupid.
And that a real goal should be,
you don't want to ever purposely offend people,
but you should be saying things, writing, tweeting, whatever,
based on things you believe,
and comments be damned.
Because, because I know this.
I say shit.
Do you read, you still read comments, don't you?
I don't read them as much.
I read the first 10 to just get an idea.
I block now.
I don't respond.
I used to respond.
Now I block.
Oh, no, respond.
Never weigh in.
Well, we used to.
We used to respond.
Yeah, I haven't responded in several years now.
But my point is, and it's hard to do this because everybody, until just a couple hundred years ago, maybe even less than that, if you were shamed by your tribe,
you risk being expunged, and you would die.
If they say you're out, you're dead.
You get eaten alive, literally, by predators and other animals
or other lone travelers.
So shame is very powerful.
So when you go online and you say,
we should be shipping along the best way to end the war
and Ukraine is to win it, and this is how we win it,
you check back because you know
you're going to get a lot of very negative comments.
And at the end of the day,
if you want to be, and some people need to be careful
because they're younger
and they're still trying to establish their careers,
but if you have economic security
and people love you unconditionally,
try not to play to the bots
and the narrative in the comments.
Because as much as you may think so,
it plays a much bigger role
in shaping your narrative than you think.
Yeah, I agree.
And I think, you know, of course,
I hold, you know, I've always,
look, Mark Zuckerer going back
when he said there's no Russian influence
on our platform, which was so,
think about how insane that was
and how incredibly mendacious
that was in terms of what he did there.
I remember calling them and like, well, how does he know?
Like, did he check?
Like, of course, and then he came up with some 0.1.
Like, how did you know that so fast?
Like, it was such, it was so, like, lying would be a kind way of putting it, I thought,
at the time.
And with Musk, the same thing.
He doesn't care what goes on in his Nazi porn bar.
He doesn't.
Like, as long as he gets the influence he requires, I mean, his manipulation of GROC is
laughable, you know, Elon's, and he, of course, got total ratio last week when they said,
is Elon the best, you know, person to be peed on in history? And they're like, the best.
No, he's a physical specimen. Grock fights him as a physical specimen. Right. Him and
LeBron James. Then people, you know, does he eat poop better than anybody else? And they did that.
Yes, he's the best poop eater and stuff. So the whole thing is so laughable, like, that you
would spend this much money. And, but the irresponsibility of the platform, I don't think you can
avoid it, these platforms actually, that they exist. You can avoid this kind of foreign influence.
But I think you could mitigate it, and they don't seem caring about mitigation. I wonder how this
idea of showing where everyone's from was meant. Was he trying to fuck with MAGA? Because that's
where most of the abuses seem to be. You know, I just was, I was wondering what he was up to,
because he let it happen, but now they've changed it. And now you don't know what they're going to do.
They'll manipulate. They'll just show, they'll just, it'll, as usual,
they'll make it into a dog's breakfast, I think, in terms of being able to follow it.
I want to know what you also think of Rubio, this Rubio situation.
But just some data.
2016, Russia's Internet Research Agency poses Americans and use micro-targeted Facebook ads
to promote divisive political issues.
In 2017, Russian operatives used Facebook accounts to organize, get this, over 60 protests in America,
both before and after the 2016 election, the Stop to Steel bullshit.
In 2019, over 7,000 Iranian accounts are banned on Twitter.
most of which were commenting on U.S. politics.
2023, the federal government stopped warning big tech of foreign influence stopped
campaigns or stopped warning them in response to GOP backlash.
And in 2024, U.S. intelligence officials warned that adversaries, including Russia,
China, and Iran, were utilizing AI to influence the election, primary looking to undermine
Harris.
Just be clear, folks.
These foreign actors seem to be on the side of the GOP, typically.
They're on the side of divisiveness.
first and foremost, but a close second is the GOP,
because the GOP seems to be parroting,
and this is the segue to Rubio,
seems to be parroting Sergey Lavaroff,
the Foreign Ministry, head of Russia,
his talking points.
And it's just insane that all of a sudden the GOP has come from,
I mean, things have,
talk about the world being turned bass-acquards,
we used to be the, you know, give peace a chance,
and let's play basketball against Russia
and doing exchange students.
McDonald's in Moscow.
Yeah, and it was the GOP where, I don't, I looked into his eyes and I saw the KGB.
I mean, it was the GOP that was the hard line, you know, Mitt Romney was mocked by Obama by saying Russia was our biggest foreign threat.
And now all of a sudden now, it appears that the GOP is basically the staunchest ally of Russia abroad, with the exception of India and China, who just want cheap oil at 38 bucks a barrel versus 61, which is what the price, the price for,
like crude is.
Anyways, the whole world,
I don't recognize this shit anymore.
This isn't even the GOP.
It's an entirely different political party.
Well, except they're also sending that moron Whitkoff over,
who has no experience, and Jared is back,
like, and seems to have just taken,
had someone else do his homework.
And Rubio, who had a pretty good reputation
from a foreign policy point of view when he was in the Senate,
is now just trade,
I think, I guess he wants to run for,
vice president, he's never going to win. But, you know, because he's going to run with Jady Vance,
the two most charm, charmless and charmlesser. It just, I sort of, I think he was trying to signal
the senators. That's why all these group of senators said he privately described it. So I think
he's trying somehow to like back channel them that this is all bullshit, but then goes out
and defends it at the same time. It's just, he's a fascinating political figure. He's a, he's
seems like in personality like small dick energy kind of thing but he seems to not to
he seems to be wanting to signal them and I suspect he was the one that was doing it but then
publicly won't do it it's I don't know it seems very strange you should quit you guys not
going to quit this is like I do think it's a bit unfair I think Wickoff and and and Jared
deserve some credit for the Seasfire in Gaza and I'm skeptical of a real estate developer
usurping and playing like geopolitical ambassador, but they deserve credit for facilitating that
agreement. This is incompetence on display, and our Secretary of State trying to pretzel himself
with what I call it flood the zone, interesting narrative and big words. And if you listen to an
interview with Marco Rubio, or Secretary Rubio on Meet the Press, after about two or three
minute. It's like watching dogs watch television. It's like, okay, I know he said something,
but I'm not sure what's going on there. He just, it's just like this total. And Marco Rubio,
since I think the age, I think he's a very talented politician, but I think since the age of 22,
he's, everything he does is totally dictated on, how can I get more one, an additional straw
to pull an Iowa when I run for president? He was initially put on a committee, one of the
Republican meant to address the immigration issue. I mean, we had a chance to,
really addressed this shit about 20 years ago. And he bailed when he found out that the far right
part of his party, which he was going to need in his planned attempt to run for president a couple
years later, didn't want, didn't want dreamers, didn't want a path to citizenship. So he will say
and do absolutely anything that he thinks is going to get him to be president. He demonstrates
no leadership at all. No, I think Trump called him pretty clearly. I think he was right.
But you would, unfortunately, and I don't, you know, he is, I've been told not to say this,
he's the fastest tortoise.
I was going to use another analogy in this cabinet because he is a smart guy.
He is well-versed in geopolitics, but this just makes us look fucking stupid.
It does.
It really does.
Let's take the 28 talking points from Russia and say that's our plan and then say, no, it's not our plan.
I know.
You're a point crazy.
Anyway, we have to move on, but it's the whole thing is together.
everybody, try to understand the systemic situation happening here of manipulation of our, of our, of the
strongest country in the world.
Anyway, it does, just real quick, though, it does come back, it does come back to tattoos and that
is, generally speaking, I don't like tattoos, but I love women with tattoos because it shows a
history of poor decision making, which plays to my benefit.
Yeah, you're never getting any.
Anyway, speaking of, here's something that will repel you.
On our last episode, I predicted that Donald Trump and Zohran Mummer,
Donnie would get along like peas and carrots.
And guess what's got?
What am I going to say next?
I was...
I'm telling you, it's the name of your biography.
But I was...
I was right.
I was fucking dead right.
Was I dead right?
And dot, dot, dot, dot, I was right.
Dead right.
This one was fantastic.
Their Oval Office meeting is described as a love fest with Trump looking smitten as he grinned
at the mayor.
Elect Trump praised Mamdani's campaign, called him a very rational person and said he'd be
cheering him on his mayor.
He...
Let's listen.
to Trump explain what he finds so fascinating about Mumdani.
I think he's different, and that can be in a very positive way,
but I think he's different than, you know, your typical guy runs and wins,
becomes mayor maybe, and nothing exciting.
Because he has a chance to really do something great for New York.
New York is at a very critical point.
And he does need to help the federal government to really succeed.
We're going to be helping him.
Trump even brushed off Mumdani previously calling him a fascist.
He says, don't answer that.
I'm fine with it. For his part, Mamdani told me to press over the weekend that he stands by his criticism of Trump. Then there was a lot of glamour shots in front of FDR, the socialist president, the most socialist president. And of course, there was a picture of Mamdani and he, from behind, looking over, I suppose, the Mar-a-Lago patio. And it was sort of a this can be yours someday, son. It was so romantic. I don't think people were wrong about the romance of it, not on Mamdani's part, on Trump's part, which was weird.
Now, let me be clear, he will invade New York if he wants to tomorrow.
Like, he could shift on a fucking dime, but I think he understood the political strength of Mundani as a winner, as we talked about.
What are your thoughts?
I think it was really, I think it was an incredibly shrewd move on both their parts.
I think it made both of them seem a lot more statesman-like.
And this was just the definition of a win-win.
And I think Trump wants to be, you know, popular or well-liked.
what he sees is his city, his home city.
Trump has always been very luxist and loves a handsome young man.
It's always been very important to him.
He has, yeah.
He admires those people.
And Mamdami is both those things, or Mamdani.
He also, you know, Trump is attracted to strength.
Mamdani's win is nothing short of remarkable.
Yeah, twice.
And also, Mamdani was really smart.
to be in the Oval Office and show that kind of respect and not be crazy and not be...
Dress nicely as opposed to Elon?
Remember the visual?
You know the visual of Elon standing there in like a T-shirt looking like a lunatic, essential?
It looked like a hot topic the day before it had, it's going out of business sale.
He's like, swing by.
Doesn't our uncle like this shit?
Yeah, buy it all.
Yeah, exactly.
Yeah, this was a win-win for both of them.
Absolutely both of them.
Mamdani needs to figure out a way to get along with the federal government and the president.
That will only help New Yorkers.
At the same time, Trump, it shows him being gracious, statesman-like.
I think this was win-win, absolute win-win on both parties.
Here's one quick part was he was before Chuck Schumer and Hakeem Jeffries have met with him.
I mean, seriously.
Like Trump took the shine of Mamdani.
And they didn't.
Like, they could have easily done that, right?
And Trump was not scared to do that.
And he's the least likely to have done it.
It really, I just, I find them so ham-handed in terms of how they handle things.
And again, the only person who, you know, you could, every, you can do, you can do on a, this is an exciting win for New York, et cetera, and Democrats.
I don't agree with them all the time.
They could, that's, you know, that's kind of what Trump did.
Like, he did say, they did indicate, you know, differences.
But he was sort of just celebrating the win, I guess.
And that's a political opportunity.
The Democrats have missed rather significantly.
They've got a star in their midst, and Trump understands.
He is, he has political acumen, that's for sure.
I don't think it, I think tomorrow if he wanted to, he'd change his mind and invade New York if someone gets in his ear.
But for that moment, I was like, smart political guy, always been smart.
Our American leaders are supposed to embody what it is to be American.
And I remember playing, you know, peewee baseball and getting beaned in the head on purpose by the pitcher.
I remember playing peewee football, and we would, people would try and purposely hurt you.
And at the end of the game, standard accepted practice no matter what happens, at the end of the game, the whistle goes off, you shake each other's hand.
you congratulate each other.
And I believe that in politics, and it used to be this way, you congratulate the winner
and you say, I will work with you and I will do my best to help you, you know, try and make
America better.
I don't, you want to give people the benefit of the doubt.
You want to say, I would have not, I'm not a resident of New York.
I would not have voted for Mom Donnie.
I hope he is successful.
Everyone has an obligation to give people the benefit.
of the doubt to shake their hand and try and be productive. In the two of them, intentionally,
unintentionally, inconsistent, whatever you want to say, they did that. That is what our leaders are
supposed to do. Yeah, it was interesting. It was a really interesting, and from a visual point of view,
you talk about visuals all the time. It was like, hello, son. I mean, someone was saying that
Stephen Miller and J.D. Vance must be on suicide watch at this point. But who knows? Who knows?
I don't think, you know, anyway, let's go on a quick break.
When we come back, Google gets a big win in the AI arms race.
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Scott, we're back with more news.
Google is taking a big step ahead in AI.
with the launch of Gemini 3.
The company's latest model
outperforms competitors
on over a dozen benchmark intelligence tests.
Alphabet's market value
who's currently exceeding Microsoft
for the first time in seven years.
Nice job, Scott,
and picking that alphabet
as your stock pick.
But Gemini has a way to go
in terms of users.
ChatGPT has 800 million users each week
compared to Gemini's 650 million monthly users.
You know, oddly enough,
lots of people are praising it.
Mark Beninoff, who shifts on a dime
is saying,
really good. People who use it are saying it's really good, this nano-banana kind of thing.
Is this a real shift? Because, I mean, as you and I both talked about, there's a real problem
for Open AI not to become Netscape right here, that that's the issue. Maybe a superior browser
everyone was using it, and then they weren't. This stuff can go away rather quickly, and Google has
so many hooks into people through search and to make the leapfrog. And if it's a better product,
deep so much the better. Yeah, it's so in my predictions deck of 2024 for 25, one of my predictions
was the Empire Strikes Back. And I was making a reference, Alphabet has the most IP around
AI and history. They got caught asleep at the switch and it's the ultimate example of the
innovator's dilemma in the sense that they didn't want to cannibalize their search business. So they
didn't monetize it or productize it. And then they created an opening for for open AI. But they
have gotten a memo in a serious way. And when you have two billion people logging into your
platform every day, you just have this unbelievable fire hose you can point at a product. And now,
arguably by a lot of metrics, Gemini 3, their latest AI model, is the best performing LLM in the
world. Have you used it? Have you started using it? You're a chat GPT boy. Or Claude, you're
Claude. I like, I like, I like, I like Claude. But I do go back and forth. And what I find
really powerful is not Gemini, but the AI summaries at the top of every Google search.
They're getting better and better. They were terrible at the start. Now they're really good.
And something that skipped most of the media is that Gemini has also turned on ads on its AI
overviews. So that will be a massive new revenue generation tool for one of the most widely used
AI tools. And they, I think, are saying, okay, we're in the ad business, not the subscription
business. So that means the tools, roughly 75 million daily users will see sponsored results
in the AI summaries that appear at the top of the Google searches. And that means they're,
they're the first AI company to turn on ads. So I saw that as more significant here. And in the
short term, users may prefer cloud and chat GPT, which are still ad-free. But what I have been
surprised at, have you heard the term fast TV? So linear TV. Yeah, yeah, sure. Yeah, Tube and stuff
Yeah, TV. So linear TV is you turn on the TV and it's just running, it's not streaming TV.
So every year for the last 20 years, streaming has been eating into linear's market share.
For the last two or three years, it stopped.
50% of time spent watching video is linear TV.
Some people like the passive, relaxing, less costly version of TV where they just sit there.
Just like when I get on the Law and Order channel, I just let it play.
Yeah, I see Goodfellas.
I'm watching it for 15 minutes still commercial.
Then I go three more channels.
Oh, there's a Shoshank Redemption.
I'll watch that for eight minutes.
Then, oh, it's a sports.
Me too.
It's that hot news anchor.
I'll watch her for a while.
That's my hotel room.
Yeah, you just browse, right?
Yeah.
Oh, it's, you know, whatever it is.
It's Anderson Cooper.
It's, I'll watch him for a few minutes.
The Santa Claus.
I watched that the other night.
Yeah, you see the same movies they play over and over.
But for me, it's literally like,
I mean, families spend 50 minutes a week, almost an hour a week, almost a week a week a year, deciding what to watch on Netflix.
Right, yeah.
And when you just sit down and start scrolling through cable, it's pretty, so anyways, the ad market is just enormous.
And the way that these guys were going with subscription, and Google, Alphabet, who's arguably the best advertiser in the world, has said, no, it's the ad model.
have an extraordinary front end to aim consumers at it.
But all of it, I would argue, all the narrative is around Gemini threatening ChatGPT.
I think the most more important is DeepSeek and Chinese open-weight AI are going to erode
all of their market share.
Yeah.
Will you start using Gemini 3 for me?
Because I don't have time to use.
Yeah, it's funny.
I got to get better at this stuff.
I only use two.
I'm really lazy.
the one thing. I don't use them at all. I'll be honest with you. I don't really have that many needs.
What I would recommend to anybody is I've tried to do this in my friend Greg Schove, who's the CEO section, which is trying to upscale people in the Enterprise for AI. He said, he gave me a tip and I have done it. Like right now, right now I have a second screen. And I always have a second screen. And the primary purpose of the second screen is almost everything I get, especially if it's digital. I upload into one of two LLMs. And I'm trying to learn what you can do with this.
thing. And you start to learn what it's good for and when it's not good for. And it's really useful.
I find because what they're finding in corporations is these companies have signed up big site licenses
and they're excited about it and no one's using it. No one's adopting it. Well, it's quick answers,
right? It's really quick. And as they become more accurate, the problem is accuracy, of course,
but it's sort of like you used to go to the encyclopedia and now it's there for you, explained and packaged
in a way that search never was.
Yeah, I find, I mean, the way I describe it is
you have the world smartest intern
who's read the entire internet.
But you do learn, like, the more information you give it,
I ask it to take on a voice.
I ask it what additional questions
can I answer for you to make your answers more complete?
Can you graph this?
Can you recheck this?
This doesn't sound right.
You begin having a dialogue with it,
and I do find it fascinating
what it can be used for.
and anything you get digitally,
anytime you get a report from your doctor
that's digital, uploaded it to these AIs
and see what they say about it.
I don't put anything in there.
I don't want them to have my information.
Yeah, you're more worried about that than I am.
I don't want, I don't know.
Anyway, please use it for us
and bring back a report.
Anyway, another related story,
markets remain unsteady.
We have talked about this a lot,
and it went up with NVIDIA's fantastic earnings
we talked about last week.
The market still remains unsteady
amid this continued AI bubble fears
They did not go away after NVIDIA's impressive earnings was just a short-term fix.
Invidia wiped out its initial jump from the earnings is now down 2.3% in the last five days.
They're all down.
Bitcoin has, like, gone to the basement.
The Trumps have lost a lot of money.
I know we feel bad about that.
At the timing of the taping, the S&P 500, the Dow Jones are down around 1.5% for the month after a rocky couple of weeks.
Meanwhile, crypto, as I said, is crashing on track to have the worst month since 2022.
So, and there was all these memos, like Jensen Wong saying, we better slow this fear thing down, but it didn't work.
It doesn't, it hasn't worked, I guess, and people are still, investors aren't quite as concerned.
And by the way, everyone should read this Wall Street Journal story by Jonathan.
I think it's wild about the ridiculous accounting tricks that, that Meta is using for its data centers.
It so feels like AOL.
It so feels like so much of the stuff.
This is the guy who unearthed the Enron problems, so pay attention to him.
But go ahead.
Well, so economic history is typically when we have these sorts of, I don't know, manias or bull markets.
About the time everyone acknowledges they've gone crazy, they then go insane.
And that is, so granted, the market had a pretty swift reversal last week, but these stocks,
Alphabet just hit an all-time high.
Invita's checked back a little bit,
and everyone's talking about how Bitcoin is sort of a canary in the coal mine,
but keep in mind, even though Bitcoin has had its worst month,
as you pointed out since 2022,
it's back to where it was in April,
and it's still up since the president was elected.
Yeah.
It just had those big run-ups, that's why.
You would argue the narrative is doom.
What's really happened is just like a small checkback,
but the narrative has gone from AI, boom to AI bubble.
Generally, through economic history or the history of the markets, what you see is when people say this is crazy town, it then goes insane.
And then about the time everybody says, well, maybe we are in a new economic model and everyone throws them the towel, that's when you get the crash comes.
So if you were to look at, I mean, even if you were to overlay open AI and invidious valuation, say, against Netscape, it still looks like there's room to run.
Having said that, I was like to disclose what I'm doing.
I'm going to wait, I've been pairing down my big tech stocks.
I'm like, look, I may be wrong, but I know that they're, I know I'm selling a good
prices right now.
Right, right.
You may take in your earnings, right.
Yeah, but the, the markets feel very, very nervous right now.
You said fragile, is the word you used last week.
Fragile.
But what's interesting is what you see a lot of times, I love this term, the markets climb
a wall of worry.
It's usually when we're not worried that the market's just thrills.
grow up. Right now, this, to me, again, I wouldn't say it's 97. I think we're in 98 right now.
All the smartest people in the room are saying these things are overvalued. And as my friend Barry
Rutholds pointed out to me, from 97 to 99, the NASDAG doubled. Yeah. So I don't. When is the
down? When is the down? Well, that's the thing. Nobody knows and you're worried about missing out
on gains. And again, the only answer in my view is to be more diversified, move more into cash,
but also just be incredibly diversified.
Yeah, stick more gold bars up your ass.
That's my feeling.
And Warren Buffett has amassed a cash pile
of $360 billion, I think.
Yeah, he really has.
It's really interesting.
It's his last move, I think, interestingly enough.
And then he'll buy, but I mean, he's quite old,
but it's one of his last moves.
You know, when people talk about the 15 tech stocks
that are up more than 70%,
they were down 6%.
But folks, okay, so now
they're only up 64% for the year, you know, it would just make sense that there wasn't
drawdowns, but I don't think we can call this a correction yet.
Still, the worry persists. People are very worried. And there's going to be more and more
how we're spending money, you know, like abandoned. I'm really drunk and sailors, probably.
All right, let's go on a quick break. We come back. Representative Marjorie Taylor Green
says she will resign.
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Scott, we're back with more news.
We don't have Marjorie Taylor Green to kick around anymore, or Trump really does.
She announced that you will resign from Congress in January after President Trump called her a traitor for Bray...
And Marjorie Taylor Brown, I'm not sure what that was, but that was a weird nickname, for breaking his stance on the Epstein files.
Green said in an announcement video that she refuses to be a battered wife, hoping it all goes away and gets better.
She dragged out the battered wife metaphor.
Let's listen to more of what she said.
I have too much self-respect and dignity.
I love my family way too much, and I do not want my sweet district to have to endure a hurtful and hateful primary against me by the president that we all fought for, only to fight and win my election while Republicans will likely lose the midterms.
We have one more clip that she said for you, Scott, let's listen.
I believe in term limits and do not think Congress should be a lifelong career or an assisted living facility.
She's speaking to you. She's speaking sweet sweetness to you. President Trump called the announcement, great news for the country. Just this morning, there was some reporting on Punchball, which I think is highly accurate about lots of people are going to depart. Lots of Republicans, which are going to send possibly Johnson not controlling the house by the departures in January, because they can't get those people in place fast enough in these special elections. And so there might be more departures largely because the wife.
House keeps kicking the shit out of Congress, which, of course, at any time they could take
control, by the way, Congress, you have an enormous power within your ranks, except you're
run by, you know, Mike Johnson, who was a toadie to Trump, which he's going to be a footnote
in history very soon, I think. What do you think this means in terms of how do you think
she handles? She put out lots of information. A lot of people said it was, you know, it was a strategy.
Some people say she's going to run for president.
She says that's nothing, nothing of the sort.
Other people were talking about how much money she made through stock trading.
She started off with $700,000 and now it's $25 million.
There's all kinds of different things.
And of course, Jasmine Crockett was like, oh, you had a week of President Trump yelling at you and you run.
And I have, you know, I have years of it.
And you better suck it up, sister, kind of thing.
So there's a lot going on here.
I mean, how do you think she handled this?
Talk about it from a brand.
point of view, if you don't mind.
I think the people we're going to be most harsh on in history won't be some of these
people who were, in my view, wrong and demonstrated really anti-American, just made a series
of bad decisions and demonstrated incredibly low character.
I think the people that were most disappointed in are the enablers.
Like, when I look at World War II, I just think, how did we turn away that cruise ship of Jews
looking for refuge?
Yeah, agree.
Europe ignore. Why did the French were so quick to hand over lists of Jews? Like the enablers.
And the Republicans here behind the scenes, as soon as they resigned from Congress and go on
Bill Maher, find their testicles. And they have enabled this. There's just no getting around it.
When Senator Rubio lets Zelensky be abused like that, he is enabling the invasion
of Europe by a murderous autocrat, which anyone who has any historical context knows that is not
right. When we have this type of just incredibly irresponsible fiscal policy, we know that ends poorly,
and Republicans have supposedly always been the fiscally responsible ones. When we have extradicial
killing of people in fishing boats that would take 20 stops to get to Miami with the supposed
fentanyl that is not produced, nor is there any evidence of it being in Venezuela,
and Republicans have been about stopping these forever.
I mean, these people are just enabling.
I don't, are these guys getting, getting blown by the hottest women in the world
as long as they're in office?
Like, why do they, why do they so desperately want to be,
want to hold onto their jobs and just put aside all sense of character?
Well, she's smarter than most of them, right?
That's where I'm headed is.
We're so desperate for someone to speak up.
that the nation, and she has been a leader on the Epstein Files,
the nation just is really impressed with MTG.
But what I want to remind people of is who she is.
Correct.
And I've said, I don't think it's fair to treat Mark Benioff as an apostate.
I think you have to look at all 35 millimeters of their life and not just take one frame.
And I just want to remind people of Representative Taylor Green.
So in terms of election and political legitimacy, she repeatedly promoted false claims
about the 2020 U.S. election being stolen.
She supported efforts to overturn the 2020 election result and objected to certification.
Her comments about Democrats have included making statements comparing Democrats and political
adversaries to Nazis.
She suggested the U.S. is in a form of civil war and is used.
rhetoric, implying Democrats are enemies of the country.
Her conspiracy theories.
You're crazy.
She constantly parroted Q&On narratives, which she later said she no longer believes,
claims about various mass shootings being false flags, speculation about space lasers.
She didn't say Jewish space lasers.
She said space lasers in connection with California wildfires and then connected to the Rothschilds,
which are often a trope for anti-Semitism.
It is indeed.
Terms for COVID-19, she frequently attacked public health measures comparing COVID restrictions
and vaccine policies to Nazi-era persecution.
Her interaction with colleagues highly publicized confrontations with other members of Congress,
including yelling at colleagues in hallways, posting inflammatory signs outside her office
about LGBTQ issues, referring to political opponents with demeaning or conspiratorial language.
Her January 6-related statements criticized the treatment of January 6th, insurricular,
directionists calling them political prisoners, referred to the January 6 events in ways that
critics say minimize the violence of that day. Her statements about minorities and social groups,
and I'll wrap up here in a few seconds. Let's just, let's do a real biopic here. She made comments
about Muslim members of Congress, including past suggestions they should not serve and be subject to
loyalty tests. Gun-related incidents, she appeared to endorse violence against Democratic
later, filmed herself confronting a school shooting survivor, David Hogg. And meanwhile, she's
leaving Congress with about $23 million, including Trades and Palantir three days before they
were awarded contracts from a committee she serves on. You know what, Ms. Representative Greene,
good fucking riddance. And we are so desperate for some semblance of sanity from the GOP
that we laud this person because she's good on the Epstein files. Her house was not rated
like Bolton's. She has not been threatened with legal action like,
Senator Schiff, but, oh, no, she's being persecuted. Do not trust this woman. This is a no legislative
accomplishments whatsoever. Her history and her record are bigotry, anti-science, being divisive,
good fucking riddons. Yep. Scott, I love you. Let me just say, I love you now, more than ever.
Because one of the things that drove me fucking crazy was all these interviews, which I really did
agree with her on a lot of things, but no one said, what's your stance on transatlantic?
still. What's your stance on Muslims? They didn't ask the, I thought if I got her, you know, on an
interview, I'd be like, okay, you know, like, I agree with you on the Epstein Palace. Let's talk about your
other points of view and, like, remind people of who this person has been. I agree. I agree.
I kind of like when people make big shifts, but this person has, is a history of real toxicity.
And I thank you, Scott, I love you. I'm not going to even go anymore.
Anyway, very.
You get a tattoo with my name.
I'm going to get a, I'm good. Everybody, right in.
And what should be my Scott tattoo? I see a tramp stamp coming my way.
I'm getting a tram stamp for Scott. Anyway, very quickly, Eli Lilly just became the first health care company to hit a trillion dollars in market cap powered by its increasingly demand for a GLP1, weight loss drugs, Mujaro, and Zepbound.
Scott's been talking about this, saying the most important thing, the company stock has served more than 36% this year in recent deal with the Trump administration to cut drug prices, push shares even higher up next.
He plans to seek FDA approval for a GLP1 pill by the end of the year.
all the other companies are doing the same aiming to bring it to market by the mid-20206.
Wall Street expects the pill alone could join it up to $40 billion a year at his peak.
Costs will come down for these drugs, probably considerably.
So, as you said, health care is a better bet than AI right now, correct?
I pick a technology of the year every year, 23 and 24.
I picked AI, 25.
My technology pick was GLP-1.
I think I'll give you a shout-out.
I watched your interview.
I thought it was actually quite interesting with Scott Jennings.
The guy, the guy looks like the old Scott Jennings
is going to show up and eat him.
I saw, who is the old Secretary of State under Trump
that he hates now, Mike Pompeo?
I was at one of these masters of the universe,
and I saw the, literally he looks like a different human being.
Yes, yes.
70% of America, the one thing Americans share is we're fat.
70% of Americans are obese or overweight.
Talk to me about someone,
who's in AI and who's on GLP1 and ask them,
what has had a bigger impact on your life?
These things are, these things are,
I think it's the most important technology since GPS.
I would agree.
I have to say in this reporting
for the Secret CNN documentary
of all the things,
and there's a lot of things,
sleep in health.
The two things,
AI and cancer research,
people are absolutely thinking
this is a critical,
the ability to find these answers
and drug discovery,
but the number one thing,
and CRISPR, of course,
is another big technology in health.
But the absolute number one thing, all the doctors, GLP ones.
The thing, one of the things that really ails us is income inequality and the thing that presents
an existential threat to the market and a real move towards fascism would be an economic shock.
It's inspired by the fact we're running out of cushion in terms of our deficit being
$37 trillion, and the fact we spend $2 trillion and more than we spend.
$350 million people spend $13,000 a year on health care versus other nations at $16,000.
500, the most important seminal move our government could make right now in terms of a moonshot,
wouldn't be putting people on Mars or AI weapons. It would be the following. Put out a bid and say,
we are going to buy a two billion worth of doses, 200 million people, 200 million people on
our OV's overweight, 1.2 billion doses, six months, and we are going, whoever gives us the lowest
price, and we are going to give GLP1 into every rural community, every person that's obese.
You want to see health care costs come down.
You want to see depression and anxiety reduced.
Cortisol, stress.
Take America down 20 pounds per household, 30 pounds per household in the next six to
12 months.
It would have huge social and economic ramifications for us.
Yeah, everyone gets a home and everyone gets not to die of a heart attack.
Yeah, it gets a semi-glutide.
Yeah, anyway. We should run for president. We really should.
All right, Scott, one more quick break. We'll be back for wins and fails.
Where do U.S.-S.-Saudi relations stand after President Trump and with Crown Prince
Muhammad bin Salman, MBS, this week?
President Trump has just had a fundamentally different approach, never really acknowledging
that there was any wrongdoing, and in this case saying, Jamal Khashoggi kind of had it coming.
I'm Jake Sullivan. And I'm John Feiner. And we're the host.
host of a new weekly national security podcast called The Long Game.
This week, we break down Trump's meeting with MBS,
implications of Ukraine's corruption scandal on the war,
and the overall health of the U.S. national security apparatus.
The episode is out now.
Search and follow The Long Game wherever you get your podcasts.
Hollywood is struggling, and I want to give Sidney-Sweeney an opportunity to talk about that specifically.
I think that when I...
I have an issue that I want to speak about, people will hear.
Movies are bombing.
Christy Springsteen, Die My Love, L.O.L. Dead.
Last month has been called Hollywood's worst box office run in decades,
and these were prestige films.
Tinsletown sees the writing on the wall and is pivoting,
making a bet on microdramas.
Today, on Today Explained, we'll explain what they are,
but the bold-faced names of it all,
Disney, Fox, Alexis O'Hanian, Kim Kardashian, Chris,
Jenner, pouring millions of dollars into the teeny tiny next big thing.
Today explained weekdays wherever you get your podcasts.
I might be a low-born wolf, but I am still Alpha Ash's Nate.
Hi, everyone. This is Kara Swisher. This week on my podcast, On With Kara Swisher, I talk to Jennifer
Welch. She's the co-host if I've had it, which is a radically progressive podcast that comes
from the unlikliest of sources to middle-aged white blonde ladies from Oklahoma.
Over the past year, their podcast has blown up in large part because of Jennifer's sharp,
raunchy, and incredibly funny political commentary.
We talk about growing up an atheist in the Bible Belt, why establishment Democrats are
doing everything wrong and how to deal with Trump's unhinged attacks.
Have a listen.
Moses Mike Grinder-Johnson, he was originally Moses Mike, because there's this video of him
talking about becoming speaker of the house where he says, God woke him up in the middle of the night,
said, hey, buddy, wake up. Right. You're going to be Moses. And I'm like, we're acting like this
is normal. This is crazy that he thinks he heard the voice of God and that God told him he was Moses.
The full episode is out now so you can find it anywhere you get your podcast. Make sure to subscribe
to On with Kara Swisher for more.
Okay, Scott, wins and fails. I shall
go first.
My fail.
Another newly released court filing claims
meta knew its platforms were harming
young users but refused to make basic fixes
that could have protected kids.
I don't know if that's
my biggest fail or the Doge no longer
exists. We will miss you big balls
but a failure, an enormous
fucking failure by all the numbers
and there's several stories. You could go look at them.
It cost us money.
It created all kinds of havoc. It made
Elon richer and who knows
what else he got in terms of data. And
It was very bad for the American people of a good idea to always cut costs, but this was one big corrupt grift and goodbye, good riddons.
My win is sort of in the same area where people are sort of coming around to this idea of the tyranny of wealthy people, which is not super wealthy people.
Tina Brown, who I love, just gave an interview.
It's something I've talked about a lot, but someone asked her, what does his rise say about people who are feeling about the elite?
He was talking to Zoran Mamdani.
Now, the last few years, we have been so bullied by the super rich.
There's a sense that rich are the ones who have a voice in every debate,
whether it's about academia or the way the nation is run,
or how we live our lives with the tech revolutions.
And people have felt, I think, more and more hopeless
about the enormity of the wealth and the impossibility of fighting it.
Mamdani has shown how to get your fight back.
It's very inspiring.
Money doesn't buy everything.
All that money went into stopping him, and he's still won.
And you don't have to like his ideas to be glad for that.
And I'm very glad for that.
Well done, Tina Brown.
Well said.
There's, they need to shut the fuck up.
That's my, that's how I would say it.
But she's much more articulate.
Well, they're not going to.
What we need is more Americans to be activists and protests
and vote for, do the research, vote for whoever you think is best,
not who has the most commercials running.
But also, may I meet you?
It's so funny.
I went out, I took my doctor friend to Ruth Gardens,
which is kind of the hot spot here.
Right.
There's a different hotspot every time I talk to you.
Well, I'm on the massive Arrested Adolescence Tour.
I thought so.
It continues.
And three different people came out to me,
it recognized me and said, may I meet you?
And they said, what do you think of that?
And the honest answer is,
I think anything that encourages people to meet each other is a good thing.
I have no problem with Bill saying that.
No, you may not.
You should not me do dating advice.
I always started with, hey, where are you from?
I know.
I told people your picture.
thing. And everyone laughed at dinner on Friday. I'm like, Scott's thing was take a picture of a
selfie. He told the bartender, we all had a good laugh at your expense, and then turned around
and say, this is from when our, you're going to show when our children would meet. You know,
let's take a selfie together. There you go. The bartender was like, that person, I would make sure
left the bar. Left the bar. I call him a cab. Yeah, creepers away. Yeah, I don't, I don't, I don't,
I don't know where we were headed with this, but I don't have a problem with anything that encourages
young people that start talking to each other.
I'm getting a big pushback on my alcohol thing with a lot of people.
Stick with it.
I know you are.
Yeah.
Stick to your guns.
Stick to your guns.
Yeah.
Is that so that's your, that's your failing.
I just like her saying that.
I want to articulate it.
We have to fight.
This is what it is.
It's like you don't, these people don't have knowledge on everything.
Like they need, I think they need to shut up, but we should stop listening to them.
Maybe is the better point.
And there are ways to win.
We have this wonderful guy, and before him was the wonderful woman.
And then they called VP of Student Engagement or Vice-Chancellor,
or whatever they call them, associate dean of student-eating.
And their job was to do programming at Stern.
And occasionally they make the mistake of asking me to get involved in administrative decisions,
which never worked out.
And the last time I think they asked me to get involved was around the Office of Student Engagement.
And I said, I need to see,
I think you should have higher,
greater criteria for student speakers,
other than they have three commas.
We are so fond of inviting billionaires
to speak to these kids.
And I'm like, billionaires don't immediately
inherit wisdom around life.
You gotcha.
They've just made a shit ton of money.
And we should bring in people with domain expertise
and academic credentials and accomplishments.
And that's where I started my whole,
I started going to these things,
where they always say, follow them.
your passion. And I said, I figured out anyone telling you to follow your passion is already rich
and made their billions in iron ore smelting. Like, these people are just kind of full of shit.
And I don't know the impression because a bunch of young people will look up to them because
they made a lot of money. But the more dangerous thing I find is that is that they're super rich.
First off, I think of the middle class really knew how the super rich live and how much power
they had. There'd be a revolution. But what's more dangerous is the super rich lose their empathy.
I don't, I've never bought into this notion that the super rich are naturally bad people.
No, they lose their empathy, though, you're right.
But they have their own airports, they have their own transportation, they have their own
visa procedures, they have their own access to family planning, they have their own health care,
they don't have to wait in line in an ER, they have people come to their house, they give them
NAD treatments, they have their own schools.
Yeah, our kids can't read or write, my kids can read or write.
Here's a fucking crazy stat.
average high school spends $15,000 per student,
high schools in poor areas, 8 to 10,000.
The average elite private school in America,
where the rich kids go,
spends $75,000 a year.
So what do you know?
When you invest a million dollars in a kid,
he's better prepared for the real world
than if you spend 150 grand on them
through the course of their childhood.
So how can they really,
they live in safe communities,
how can they really empathize?
It's like I've said, and this is virtue signaling,
I don't think rich people who grew up with money
will ever understand what it's really like
to not have money.
I just don't think you can.
I'm not saying you can't be sympathetic.
I'm not saying you can't be a great leader,
but you just don't understand that insecurity.
You don't understand that like shame you feel
in a capitalist society when you don't have money.
And rich people are losing touch with the American experience.
So are they going to fight for health care?
Are they going to fight for infrastructure?
Are they going to fight for funding for roads
and subsidies for people who can't afford it.
And by the way, where I live in Manhattan,
I never see homeless.
I just don't see them.
You're not looking.
They're there.
May I just say, are you dating AOC right now?
Is that what's happening?
Is she, what, she's been asking about me?
No, never.
Never.
I want your wins and fails now.
God, I would absolutely go there.
I like your presidential speeches.
Oh, my God.
What are your wins and fail?
Let me just disavow all notions
that I'm running for president.
Yeah.
I would give it all up for AOC.
Okay.
I would give it, I would be, I would be the best first husband to AOC.
I would just look at her adoringly all the time.
Can I just say, she's in a room with Emily Radikowsky not talking about it.
Oh my God.
Can you please give your win and fail?
We got to get out of here.
God, she's hot.
None of them are in.
God.
Your fourth grade girlfriend's not interested in you.
Anyway, please, please, please, please do your win and fail.
You were trying to get me out of this?
Yes, I am.
Win and fail.
Let's move.
Let's focus.
Land the plane.
My fails, I don't think American.
have really recognized for the longest time until now just how incredibly impressive
the people are who decide to go to work for our government, especially at the highest levels.
I don't care Republican, Democrat, generally speaking, people who get the call are the brightest
people in the world, the hardest working. The people, go meet a bunch of staffers from almost
any office, generally speaking, they're the most impressive group of young people you will ever
meet. When you meet our diplomats, Republican, when you meet people really far down the line in
the FBI, God, they're smart. And they can also kill people if they need to. Our people from
our security agency, I was talking to the guy who ran cyber, the cybercrime division for the CIA,
and I'm like, Jesus Christ, this guy, this guy's the smartest person in the world who only
makes 180 grand a year. And you meet these, get to know the two women who won governorships
in Virginia, New Jersey. And you're like, Jesus Christ, these people are smart. And we have
taken for granted, generally administrations that are at a baseline level of competent. And guess what?
That's no longer the case. We are putting out talking points from Russia on Ukraine that it ends up
somebody didn't know with the talking points from Russia,
and we're having to walk it back.
We have a Secretary of Health and Human Services
that is trying to link autism with vaccines
on government websites.
We have a Secretary of Education
who referred to AI as A1,
has no idea what AI is,
and that's our head of the department.
She got hit in the head too much in the wrestling matches, anyway.
A head of the Department of Education.
We have taken for granted this,
amazing American tradition where young people, when they get Robert McNamara, terrible decision,
ridiculously fucking bright guy, Secretary of Defense during Vietnam. Okay, you may not like
the guy, but guess what? He was the best and brightest. The best and brightest in America
usually go to D.C. And they still go to D.C. But now we've decided, oh, no, competence.
competence has been replaced by acolytes.
Yeah.
And it is starting to haunt us.
Is this a winner or fail?
Well, my fail's very simple.
My fail is the slow, not the fast burn, March, fall degradation into total fucking incompetence.
And America was always three things.
We were incredibly well-resourced.
We're incredibly violent and we're incredibly competent.
And guess what?
That has paid off huge dividends for us because people know our memory is long and our reach is far,
and we are a creative, well-resourced, competent, violent people.
All right.
The win?
Anyways, that is going away.
We're now like, you don't think people are going to take bold actions against this when they look like,
these people have their head up their ass.
They're not going to know how to respond to our invasion of Taiwan.
Well, hopefully they'll be out of office soon enough.
Anyway, my win is I've been watching this new program called Pluribus.
I've heard it's great.
It's strange.
I think Vince Gilligan kind of rewrote or tore up the playbook around original scripted drama.
My favorite show ever is Breaking Bad.
I felt like it called on so many interesting themes.
So many interesting things around the paternal desire to provide and going down this road to hell.
And I also learned a lot about the meth market in New Mexico, which I didn't think I was going to enjoy.
But he's got a new show out.
I don't want to spoil it because I'm only two episodes in.
But anyways, my win is Vince Gilligan.
I feel like an overdue nod to him for what I think is the best series in history,
Breaking Bad, and his new show looks like it's going to be, looks like it's going to be.
Lesbian.
She's a lesbian, main character.
You love a lesbian.
Well, that's clear.
Yes, that's clear.
That's clear.
Noted.
I didn't know that.
So in real life, she's on your team.
No, on the show, she's a lesbian.
Oh, everyone now in TV is a lesbian.
I get it.
I'm just telling you.
That's like.
Yeah.
Okay.
All of a sudden, it's cool to be gay.
It can never just be normal.
It's either uncool or very cool.
It can never just be a lesbian.
Just a lesbian.
Just pointing out, she's a lesbian.
Anyway, I'm going to watch that show, and then we can discuss.
That'll be good.
Okay, good.
Anyway, as we said, we will miss you big balls, not even slightly.
Anyway, we want to hear from you.
Send us your questions about business tech or whatever's on your mind.
Go to nymag.com slash pivot to submit a question for the show or call 85551 Pivot.
Elsewhere in the Kara and Scott Universe this week and on with Kara Swisher,
I spoke with Jennifer Welch from the podcast I've had it.
We talked about our frustration with House and Senate Minority Leaders, Chuck Schumer and Hakeem Jeffries.
Let's listen to a clip.
As much as Chuckles and Hakeem drive me crazy, they are the leaders that we have.
They are who we have.
And so I'm cheering for them to succeed.
So if they can clean up their kind of embarrassing, cringy posts and become more relatable, I'm going to cheerlead for them.
But I'm also not going to be a sycophant for them and just go along with, boy, they wrote a strongly worded letter.
Go get him chuckles.
Right.
Strongly.
That was chuckles yesterday.
Strongly worded letter.
I really mean it.
She's great.
She's a delight, I have to seem.
Yeah, they're having a moment.
She's also very serious in a way.
It's not silly.
I mean, her names are hysterical, cancels and et cetera.
But she's got a very sharp mind, I have to say, and doesn't take anything at face value.
I really enjoyed that talk.
fascinating background, too,
of her mother was an atheist,
sort of introvert.
Well, and it's also kind of cool.
They live in Oklahoma.
No, she's just moved to New York,
so we're going to have a party at your house
in case you're interested.
Yeah, we're having a dinner party at your house.
It's fine as long as I don't have to be there.
No, you have to be there.
It's going to be Jennifer.
It's going to be all these badass ladies.
It's going to be great.
You're going to be serving the canapes.
Anyway, I was just going to ask you
if I could have your house for the party.
You know the answers, yes.
I just don't want to be there.
Oh, come on.
They would love to see you.
I don't like people.
I understand, but you like these badass ladies drinking tequila at your house.
They're impressive.
I'll give you that.
She's a fun girl, let me just say.
Let's say she's a lot of fun.
Anyway, that's the show.
Thanks for listening to Pivot and be sure to like and subscribe to our YouTube channel.
And also, happy Thanksgiving, everyone.
Are you having Thanksgiving there, Scott?
Oh, yeah, we love Thanksgiving.
And so everybody, happy Thanksgiving.
We give thanks for you.
I hope you give thanks for us.
I give thanks for Scott and the whole team here at Pied.
of it. That's nice.
Today's show was produced by Lara Naiman, Zilley, Marcus, Taylor Griffin, and Kate Gallagher.
Ernie and her Todd introduced this episode, Jim Mackle, edited the video. Thanks to also
to Drew Bros. Miseria and Dan Ceylon.
Ms. Chouro's 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 Box Media.
You can subscribe to the magazine at NYMag.com slash pod.
We'll be back next week for another breakdown of all things, tech, and business.
What is the one of the things that is most productive for your mental health is on
regular basis, be grateful. Be thankful this weekend and then use it as an opportunity to
every night try and be thankful for something in your life. You'll just feel better about
everything.
