Kara Swisher Calls It Now: the Paramount Merger Won’t Go Through | Pivot
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them spending hundred million dollars to
try and say we're likable and we're cool
again is like your uncle showing up with
a Ferrari to convince everyone he
doesn't miss his ex.
[music]
Hi everyone, this is Pivot from New York
Magazine and the Vox Media Podcast
Network. I'm Cara Swisser
>> and I'm Scott Galloway.
>> We've got a lot to get to today.
Paramount Sky Dance is pausing a Warner
Brothers Discovery merger until legal
challenges are resolved or until June
1st, 2027. That's like a long time from
now, folks. Whichever happens first. The
decision comes after a federal court
granted a temporary restraining order
preventing the merger from closing for
at least 28 days. Paramount is calling
the pause a significant win, which is
not, saying it provides a direct path to
a trial based on evidence, but investors
do not agree. Neither does Cara Swisser.
Paramount shares hit a 52 week low on
the news. The delay could get costly.
$650 million per quarter ticking fee
begins in October. And if the deal falls
apart entirely, Paramount would owe $7
billion breakup fee. Uh I I by the way,
Paramount just just brought on Beth
Wilkinson, someone I know pretty well as
its lead attorney, very good attorney.
She successfully defended Microsoft's
Activision acquisition. She's also
representing NextStar in its antitrust
case. Beth, [laughter]
>> the company you keep. Um anyway, she'll
win. Well, we'll see. We'll see. We'll
see. Um what's winning at this point? At
at this point. So talk a little bit
about uh what you think. I have thoughts
on it uh but I'd love to hear yours
first.
>> Well, I don't think they have a legal
leg to stand on. What they have is
delay. And delay costs shareholders,
employees. It it's effective and they'll
probably extract a pound of flesh
because par in order to win the deal,
one of the things that Paramount Sky
Dance offered in the purchase agreement
was a ticking fee of $650 million per
quarter. while the steel sits in limbo.
That's roughly $7 million per weight. So
these Democratic AGs who are probably
sick of a Republican weaponized DOJ have
said fine, what's good for the goose is
good for the gander. And they'll
probably be able to extract something
whether it's guarantees of certain
shooting within their state or spinning
a certain thing. They're going to and
you know, no one
all of a sudden less than no one is
going to know who the California AG is
going to be, right? they'll start
getting a lot of time on MS now. So,
this is political. They'll get some
awareness. They might get a pound of
flesh, but I don't I think ultimately
Beth will show will bring up a bunch of
expert witnesses in the form of
economists who will say emerged Warner
Brothers Sky Dance is 8% or 6% of all
viewing time versus Netflix at 9 and
YouTube at 13. The market has already
voted. Um, Paramount, as you referenced,
hit a 52- week low after celebrating
what management called a legal win. This
was such a Trump thing, trying to
pretend this is anything but bad news.
And investors understand something
executives often don't, and that is
winning in court can still mean losing
economically.
So again, the real competitor here isn't
Sky Dance or Warner Brothers. It's
YouTube, Netflix, Tik Tok, and
increasingly probably AI generated
entertainment. And as usual, legacy
media is fighting yesterday's war while
you know tomorrow's competitors are
scaling. But this is again this seeds
economic value and advantage from the
legacy players to the new guys who
aren't caught up in court right now and
YouTube can just scale.
>> Yeah, that's absolutely true. I don't
think she's going to win at all
actually. I think they Yes, I don't. And
I Right. Look at right now the price of
Warner shares $25. The delta between the
31 and 25 as Bill Cohen actually pointed
out is quite high. Supposed to be about
4%. It's it's a lot. That's a lot.
Investors have decided this deal isn't
happening. That's what I think is
exactly
>> they want a premium. So, so what you're
referring to is merge or arbitrage.
There's a whole class of investors who
when a deal is announced at say I think
this announced at 31 bucks a share,
whatever it is, if it's trading at 25,
what is that? That's about a 22 or 23%.
>> They don't think the deal is happening.
>> That's right. But what merger ARB guys
do is they say, "Okay, I think it's
going to close. I buy the stock now.
When it closes, I got my 31." And it's
hard to find 20 or two or 23% return.
But what you're saying is to your point,
the market is saying there's now
approximately, if I'm doing my math
correctly, a one in4 chance this deal
doesn't happen.
>> That's correct. Yeah.
>> And what would be interesting is what
happens to the stock if it doesn't
close.
>> Collapse. Collapse. Here's what I think.
This is this is what I think. All right,
let me go. Uh this is someone sent me a
very interesting legal um document which
I thought was great. They chose
financial hemorrhage over legal
precedent. This tells you everything
about how they assessed their chances on
August 3rd. This they were going to lose
on the preliminary injunction. They were
absolutely going to lose on that and
that would have devastated the the
stock. Devastated the stock and it was
you couldn't overturn it on appeal. This
called something called abuse of
discretion standard and the the merger
would have been over if they lost on
August 3rd. So they're push this this
this lawyer they had a guy named Kesler
um in hiring Beth. It's a great hire.
She's great. She's terrific. I don't
really care how terrific she is. This is
um they have I think they have decided
um this is let me read you this uh
Paramount blank. They looked at August
3rd hearing two PI motions two markets
A-list writer declarations a judge who
already tipped her hand and decided that
no ruling was better than another bad
ruling. That's a rational litigation
decision and a catastrophic business
signal. Um Peace Sky isn't just scared.
They've entered a survival mode and
they're trying to control the bleeding.
The question is whether the patient can
survive long enough to reach the
operating room. And as you said, other
competitors are scaling including all
these tech competitors and also Disney
and others. They have all kinds of
freedom to do things. Um they have this
ticking fee that's very expensive and at
some point the savings that they were
going to recognize in this deal are
going to disappear, right? That they
were going to do through the
coordination. And so
>> Oracle stock is way off. This is what's
paying for part of this. Yeah.
>> Um, this is delay. You don't have to win
at litigation here. You have to delay
the litigation. And Beth can push for,
and she's going to try to do this in
court, a shorter time span um in between
um in in between the um you know what's
happening here. But she she she's
frozen. It's really pretty much frozen.
So, she can say, "Let's try a
scheduling. It's on July 31st. They want
to get it this fall." It's not going to
get happen this fall. and the judge is
going to set this schedule and this
judge doesn't seem in any rush. Um, now
they've also forgotten the appeal into
the Ninth Circuit. That's going to take
until the trial is over. So, you know,
the California and the group is going to
appeal if they lose. Um, it just keeps
dragging and dragging on. And so, I I
don't see how I don't see how they get
this out the door. I unless they have a
settlement. And so, another another
document I got which was really
interesting and they said these are the
most likely ones. one uh states win at
trial, permanent injunction, merger
blocks, sky dance walks, Paramount
restructures or finds a new buyer.
Settlement possible. Um Paramount offers
structural remedies. Divesta studio sell
cable networks. Uh states accept or
reject. Um deal collapses economically.
Also possible.
Ticking fees exceed value of Warner
Brothers or Sky Dance. Uh invokes
termination cross clause. Merger dies
without a verdict. And then if Paramount
wins at trial, merger closes after more
than $1 billion in ticking fees and
severe reputational damage near certain
appeal by states. I just don't
I got to say I don't know. She's a
talented lady, but I'm this is not that
time is not on the side of Paramount
here in that regard. So again, as I
often do here, I'm just sort of flying
on instruments and thinking out loud,
but I wonder if the fulcrum here. So e
economically, if this goes on long
enough, they will it it will close
because
>> it will close the deal
>> if it goes on long enough. But and and
there's a there's a big butt here. Um
the data, the the only way this legally
doesn't close when they chase it all
down and they've had a chance to
actually evaluate it is to prove it's a
monopoly. And I don't I think they're
going to have a very difficult time. The
AG is proving that because uh
essentially a combined um a combined
Warner Brothers and Paramount would
represent about 12% of total US TV watch
time and YouTube currently stands at 13.
And in terms of box office sales, a
combined Paramount and Warner Brothers
represent roughly 25% of the domestic
box office. Now having said that, if the
fees if if this becomes economically
untenable because of delay and ticking
fees, they might just say throw up their
arms and blame Democrats. And by the
way, this is political. All 12 AG's
filing cases are Democrats here. The
judge that decided this was a Biden
appointee.
>> But the Trump administration waved it
through when lawyers of the Justice
Department didn't want to.
>> What's good for the goose is good for
the gander. This is if you're going to
weaponize the DOJ against us, whether
it's cutting off fees to our greatest
research universities with no legal
precedent, if it's if it's ram, if it's
carving up TikTok like a a political
give back to your Republican donors,
fine. You want you want to go that way
>> or waving this deal through when lawyers
at the Justice Department did not want
it to go through. Se many there I mean
there's a ton of examples. The FTC going
after the view. I mean, it's just if
you're going to be ridiculous, folks, I
I actually like Democrats punching back
at at some point. I do think the merits
of this case or the lack thereof will
result in a judge saying, "Okay, this is
going to close." The fulcrum, I want to
get your view on this. I think the thing
if this dies, I think the reason it will
die is if Open AI continues to have
negative momentum. Why is that?
Oracle stock for a while about I think
it was nine or 12 months ago Larry
Ellison became the wealthiest man in the
world because they announced a deal for
something like a trillion dollars in
capex commitment from open AI to build
out help build out their their
infrastructure around compute and
inference. Oracle stock is dramatically
off
>> dramatically. Yeah. And if the cracks
continue to widen at OpenAI, Oracle has
now become a tracking a public tracking
stock for Open AI. And I got to think
that that dad's piggy bank, which is
Oracle shares, are quite frankly that's
where this check gets cashed and if
Oracle shares come under enough pressure
and dad goes, you know what?
all of a sudden this went from five or
10% of my net worth to 20 or 30% and
it's going to quite frankly, you know,
I'm I'm going to wake up in in a in a in
a suit that's uncomfortable for me at
this age in terms of finance and debt.
He might decide, sorry, son, I don't I
can't refill your green light credit
card as I do because the deliveroo and
the Uber has become too expensive. I'm
now using the metaphor for what I do.
>> Yeah, it's down 52% in the past year.
52%. I mean year to date uh debt year to
date 39%. Uh 6 months 32% 1 month you
know it's just headed down. You're
right. I mean I this is what I had said.
Remember I had said this a couple this
Oracle stock thing that I was paying
attention to. That's besides the point.
I think that they just overindexed on
their confidence. They were like well we
got the Trump administration to roll
over. We gave the EU some stuff they
wanted. And then they were like China
said yes. I'm like what's the
difference? it doesn't really matter
because these guys have a what I thought
Bond did very smartly and I agree with
you it's a different market but the
judge is also calling that irrelevant
the streaming market irrelevant here for
this particular case um so I don't think
they have a great way in with this judge
and I thought they were overly confident
they did not think Bont would be quite
so controlled because he could have done
a get rid of CNN thank horrible CBS they
did none of that they did only a very
specific specific small discreet lawsuit
that will move will delay this just
enough. They don't have to win. They
really don't have to win here. They just
have to delay it. And the question is
how much will the Ellison's put up with
to own this. That's the thing. How much
they're rich enough to do it. It's just
a question of how much how much they
want it, right? I guess on some level.
And again, delays in deal making for
Warner Brothers. Delays. I mean, the
asset becomes less valuable. They can't
make any major deals now. They can't do
any major things and the other people
will benefit. It's not a good situation.
>> I think we're in violent agreement here.
And that is whether or not this this the
the legal merits here are important. But
I would argue the legal merits all point
to eventually this would close. But they
can they can get in the way of the
closing and force the Ellison to perhaps
walk away if they make getting to
closing too expensive for them. And it's
not only a function of the price and the
expense. It's a function of of how much
money the Ellison's have. And some if if
Oracle is down another 50%, I don't
think the deal closes. If it's up 20 or
30%, I think they have the staying power
to weigh these guys out and hire your
hire your very talented friend who by
the way has a very handsome trophy
husband. I just want to point that out.
[laughter]
>> David,
>> he's he's dreamy. He's dreamy.
>> She's going to be mad at us, you know.
>> Oh, really?
>> Yeah. Every now
>> I like it when baller women have like a
trophy a trophy husband. I think that's
>> he's a very talented journalist.
[laughter]
>> Come on. We've been doing it. We've been
doing Anyways, we've been we've been
doing that [ __ ] forever. I'm going to
get a text. Why should you be the only
one with a trophy? A trophy.
>> She thinks we've gone too woke. I think
I think she does think we've gone too.
>> Oh, well, let me word to your mother,
sister. A lot of people think that.
Anyways, uh
[laughter]
>> we're wokeish. We're woke adjacent.
>> We're woke adjacent, right?
>> We wear one Birkenstock. [laughter] Um
>> we wander around. Listen, this is a
devastating business problem. They It's
really bad. It's not good. Um you know,
this is Look, it's just this is to me,
they were too arrogant. They were too
arrogant. They did. They didn't think
this guy would come to play.
>> It's gonna media's obsessed with itself.
They're going to constantly report about
it.
>> It's an Come on. It's an interesting
case. It is interesting. Come. It's all
the tech people. It's media. It's tech.
It's Larry Ellison. The satanic looking
Larry Ellison. It's so much good stuff
here. Come on. It's a great story. It's
a great And now you brought in Beth
Wilkinson, the star litigator.
>> I hope I'm not going to get him in
trouble. I had I had uh drinks with the
guy who runs Warner Brothers movies or
one of the co-. And he's just like the
the loveliest guy, this guy Jesse man.
>> Yeah. They're so
>> And he's just so nice. And I'm like,
"What's going on there?" It's like I
just I just show up and I do my work,
[laughter] you know? It's just like I
don't know. I'm just showing up trying
to find good ideas to turn into movies
that people want to see.
>> Yeah. I just I don't know. I don't I
think I'm going to I'm going to go on a
limb and say this deal doesn't happen.
This deal doesn't happen.
>> But again, it
>> I'm going to I I don't I agree with you.
>> You might be right.
>> I agree with you on the on the market,
but I don't think that's what it's going
to get judged on. This judge has already
signaled that.
>> No, no, no, no. That I there's no I mean
>> winning isn't winning. Yeah, but we're
saying the same thing. This this isn't
about the legal argument. It's about the
pro it's about the prospects. It's about
Oracle stock price, which is directly
linked to the prospects of Open AI at
this point. So, if you want to know
whether this deal is going to close or
not, tell me what the narrative is in
the value of Open AI is in 6 months.
That's it.
>> We'll see. We'll see if they've got the
staying power. You Ellison's boy, they
weren't expecting this, I don't think.
And also, let me just put in throw in
one last thing. Guess what's happening
in November? the midterms. They This
family does not look good during the
midterms given all the crap they were
doing at CBS and all the the statements
about what they were going to do at CNN.
They are going to run into a buzzsaw of
Democrats on top of this like by the
way. So just all all down and to the
right. So to the right to the right.
>> I hope so. I hope you're right. And they
shouldn't have done the CBS mess. It
brought ridiculous attention to a very
small part of its business. It was
stupid.
>> I think that's accurate.
They created smoke where they didn't
need to, you know,
>> they could have just let it run quietly
and then done all their nasty stuff
later, but they didn't. They couldn't
resist. Anyway, um the rescheduled White
House correspondents dinner took place
Friday. Jesus Christ, this thing.
Speaking of media, what a story. Three
months after Gum forced the original
event to be cut short, Trump opened by
saying the show must go on in condemning
political violence. That was good, but
quickly shifted to an hour of attacks on
Democrats, celebrities, and journalists.
many of his jokes falling flat and even
Republicans didn't think it was good.
Those attacks include personal jabs at
CNN's Caitlyn Collins. How dare he?
Who's accepting an award for her White
House coverage? Trump was also sat there
as the Wall Street Journal accepted an
award for its reporting on his ties to
Jeffrey Epstein in that famous uh
birthday greeting thing with the with
the lady's vagina. Um this I I you know
how I feel about this correspondence
dinner. I think it's just repulsive and
and I had offered to pay for the
scholarships cuz I hated it so much. But
I covered it as a young reporter. I
thought it was terrible 20 years ago. Uh
this was just bad. And you know, don't
come for Caitlyn Collins, my friend. I
thought she acted rather well. Although
I suspect nobody should have been there
in the first place, but that's just me.
>> Well, let's bring this back to me. I
need your advice. So, this is a picture.
I'm holding this up for our viewers on
YouTube.
>> You and Caitlyn.
>> This is me and Caitlyn. Notice what
she's doing here.
>> Smiling. Smiling. She's smiling.
>> She's
>> She's in addition to being a very
talented journalist, she's also a lovely
person who smiles when appropriate.
>> She smiles when appropriate. That's
correct.
>> I saw this thing. I mean, the clips are
everywhere. And I just thought there I
think about our brand, right? The US
brand. There are a few things that have
been worse for the brand than the White
House Correspondents Dinner.
>> Never. Yes. The worst. The worst. Well,
first off, what better marks America
than an event with our, you know,
technically our most iconic journalist
and the president and a mentally ill man
with guns manages to interrupt the whole
thing. And then we reschedu it and we
have this 80-year-old man making the
creep. This wasn't even about insults.
It's like this dude is just so [ __ ]
creepy. creepy. It's like your
grandfather whose daughtering shows up
and won't stop talking about his
grandson's girlfriend in a very
uncomfortable way. It's like, dude, just
take your limp dick and just take it
somewhere else.
>> It's so the air I don't know the clip
the the air in that room was like, "Oh,
[ __ ] God, this is just the worst
thing." And and let's go macro. The
White House correspondents dinner is
like Blockbuster holding an award show
for who has the best DVD. No one gives a
[ __ ] It's it's like come on. The
institutions here there's a theme across
all of this. The through line is the
institutions are seeding power to to
individuals and to individual
journalists who go on social media. This
[ __ ] this thing needs to be buried or at
a minimum don't invite the president.
This thing just was so awkward.
>> Exactly. just have a nice dinner with
your I'm not a big awards person. I hate
awards. I don't go to them anymore cuz I
hate I hate them in the first place and
now I've said, you know, I actually hate
them. Why am I going? Uh I have I have
never I've only covered this as a young
reporter. I never went I've gone to the
parties. Um but I' I've always found it
to be this little like haha laugh laugh
with the cabinet members, whether it's
Obama people or whether it's um Trump
people. It's gross. It's gross in a way
that really makes people hate
journalists. And that was always my
issue with it. It's like it's fine for
those cabinet people to go. It's like
whatever. They get to like influence
journalists. But it just dressing up and
and my issue the whole thing was I knew
he was going to do this. Everyone knew
he was going to do this. So what's your
choice? Not showing up, which I think is
the best choice. The second one is what
if walking out in a in a tuxedo a how
dare you sir look makes you look idiotic
and sitting there makes you look there's
no winning for the journalist they
shouldn't have gone
>> yeah but yes exactly and that's
>> they should have gone they should have
done a nice dinner or something for the
winners and
>> and to sit up there and have him like
hand out an award to the Wall Street
Journal I'm
>> the whole thing it's like we have lost
so much standing globally Everybody has,
right?
>> We we we just look like it. Oh, wait.
They had to reschedule it because a
mentally ill person with access to
firearms interrupted it. So, they redid
the thing and this president had to sit
there and then make a stupid creepy
comment.
It's like how how could we how could we
damage the brand and just look like a
more a more strange weird nation than we
already look?
>> I agree. and then laughing with him and
then the incoming president of it Jackie
Hinrich from Fox like laughed and joked
it up with him after he did the creepy.
I mean seriously it's like the whole
thing is like I don't Jackie I don't
care if you're at Fox and you're
conservative. That was gross. That was
gross from a conservative or a liberal
point of view and not just Caitlyn like
and then using Dylan Mulvaney. Oh
anyway, please don't do this anymore. I
when I said don't do this anymore after
the after uh the the shooting I got so
many like pressed people like Cara
that's really unfair. I was like go [ __ ]
yourself. This is [ __ ] We shouldn't
be doing this. It should be over. Thank
you very much.
>> So folks just just in terms of of how
precious broadcast journalists think
they are. Podcasts reach exponentially
more people. Do we have an award show
giving each other little trophies?
>> Did we go? We did.
>> Oh, wait. We got awards. Never mind. I
take it back.
>> Yeah, but we don't. It's fun. Like it's
there's no president there. It was like
there was the Webbies. We got one at the
Webbies. That was fun as [ __ ] That was
a really good party. There was no there
was no president. There was no There
were all these cool people there. It was
fun. I don't And I That's the only one I
like cuz I think it's an actually fun
party. But no, mostly no. Right. Do we
>> um
>> Did we talk to any?
>> There's no invite the president. We're
not going to shake hands with the
president. That's what we're definitely
not doing anyway.
>> Yeah.
>> Anyway, folks, Caitlyn Collins, we love
you. You did a great, let me tell you,
she acted with a lot of dignity. She
She's a young woman and she acted I
would have been like slapping him silly,
but of course, you would have been
arrested then. But anyway, uh it's it's
just terrible to put people in that
situation and they and putting
themselves in that situation is not the
best thing either. Anyway, let's go on a
quick break. When we come back, Meta
pushes AI optimism.
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Scott, we're back. Uh, Meta just
launched a new campaign and making a
case for AI optimism with an ad showing
Meta products as tools for human
connection. The video is set to David
Bow's 5 years, which is a song about the
end of the world. Now, let me be fair.
Bowie Bowie did say later that he wrote
it in hopes people would be optimistic.
Just so you know. Just so you know. I I
want to correct that. A lot of people
were like, "It's it was it was about the
end of the world, but he was hoping to
turn that around." But let's listen to a
clip first.
>> Some people will have you believe AI
will make us less connected, that it's
going to leave us behind. We couldn't
disagree more. Call us optimists.
[music]
Call us dreamers.
Just as we've always done, [music] we're
betting on people.
>> Make it stop. [laughter]
>> Jesus Christ. Make it seriously make it
stop. Mark Zuckery shared the ad on
Facebook, writing, "As we enter the next
wave of AI, we continue to believe the
future is for everyone. The message
comes months after Meta told staff it
was cutting 10% of its workforce and
scrapping 6,000 open ROS to offset AI
spending." I would like your marketing.
Let me just tell you, I'm just telling
you, this says midterms all over it.
It's like now we believe in people.
Before he believed in giving Donald
Trump money, but now people thoughts,
marketing professor, put your hat on and
tell me what works and doesn't work
here.
>> I know exactly what's going on here.
Somebody really attractive who wears
black has shown up and talk about
intangible associations and emotion and
they have so much [ __ ] money. And
then Mark and the CMO there has
convinced themselves this was a good
idea. This goes back to the notion of
don't these people have friends? I mean,
Mark, can you can you tell us how
connecting people fits into
uh teen girls selfharming or you hiding
evidence that one in eight uh British
teens site Instagram as a as a catalyst
for their mental health. I sat next to
the woman, you know, Dina Pal, and she
wrote, she tweeted a thing, and said,
"It's always been about connecting
people. Call us optimists." And the only
thing I could think of was, "Sit down.
I'm an AI optimist.
>> You're
I I mean,
>> Meta Marketing Professor." Yeah.
>> Meta's new ad has this incredible soft
focus family using AI glasses to connect
more meaningful meaningfully.
>> Stalker glasses. Yeah.
>> Yeah. Okay. Nothing says intimacy like a
$300 pair of glasses beaming your kid's
birthday party back to a [ __ ] server
farm so Zuck can serve the moment back
to you as a Nissan ad.
>> It's just this is so cynical. They are
the last people to be talking about
>> the upside of AI. They're going to
invite so much criticism.
>> I don't know who the CMO of Meta is.
You're a [ __ ] idiot for approving
this thing.
>> What would you do here? Because they
have other ones. They have another uh
video I saw about data centers. They're
trying to turn that idea around that it
does help people, it creates jobs, etc.
They're they're now moving.
>> That's a good one. That ad is smart. Uh
PR and talent just very droid. No
ethnically ambiguous people pretending
they're happy wearing these glasses.
None of that [ __ ] Just communications
around what is trying to call balls and
strikes. Their program around vocational
training and investing in vocational
training. That is a great program. That
is great branding. It shouldn't be an
ad. It should be their PR team, which
are some of the most talented people in
the world, getting that that thing
placed everywhere, but not running ads
on it. This thing is so t it's going to
invite so much scrutiny around. Okay,
this is Jeffrey Dmer running a Jack in
the Box commercial. It's just you just
don't do this. you. What are you
thinking approving an ad saying that
you're AI optimist and you're
connecting?
>> What the hell? They also cursed in it. I
don't like when they curse in ads. I
don't like that.
>> Yeah. So, I don't I find and and I just
when when Dina and she seemed like a
lovely woman and she put out the ad. I
just the first thing I thought of I
can't do this cuz she's friends with
Care. I thought sit down. You're the
last people that you should be claiming
that you're AI. What do you do if you're
trying to get back the you know look I'm
telling you this is so motivated by
what's coming in in November and the and
the payback.
>> What do you mean by that? Same
>> because I think they're all like let me
just tell you I there isn't a tech
company that suddenly hasn't hey girlled
me recently. All of them. All of them.
They're like Carara we haven't talked in
a while like after the Trump thing. Cuz
I'm like you [ __ ] for like throwing
in with Trump you corrupt pieces of
[ __ ] like essentially. And now they're
like, "We need to talk cuz we believe in
safety. Like I'm getting a lot of
safety. We should have a meeting. You
know, what you've been saying has really
resonated with us. Like what you're
saying about like corruption." I was
like, "Uh, aren't you paying the
bribes?" Like it's really I just feel
like there's an understanding that
there's going to be payback right now.
That's one. Two, what would you do? Like
at some point, like I know people hate
when I say this, but you know, how do
you turn it around? But is there a world
in which Mark Zuckerberg could do
something to not seem like so
villainous? Or maybe not. Maybe not. I
don't know. I mean, I recall when Gates
was villainous and then until the
Epstein stuff, he was nonvillainous,
right? So, what does he what do they
have to do to get what would you what
would the ad that you would do here?
Let's help them. Let's help them in
their thing. Say they're genuinely
saying we made a mistake. We want back
into humanity. What would you or they
can't be or they can't come in back at
Tanny because they're doing all this
other damage. I
>> I hate to say it, but it's a Ruber
Murdoch brand strategy. Rupert just owns
it. He's like, I am who I am. I work
behind the scenes. He doesn't run ads
trying to make the Murdochs more
likable. He doesn't run ads trying to
say Fox, we're good for America.
>> Well, there was fair and balanced if you
recall for a minute.
>> Okay. But they just quite frankly, they
just they just own it. And the reality
is is that the Zuckerberg brand and the
Meta brand is for the most part a very
strong brand for the following reason.
America has opted for shareholder value
over competence and the well-being of
the Commonwealth. We really respect and
admire a company that's able to create
this sort of shareholder value. Their
products are amazing. I I hate to admit
this. I am addicted to Instagram reels.
I think it is incredible. I think it's
incredible.
>> Yeah, I like as you know
>> their performance, their shareholder
returns, the fact that they have they
hire a ton of talented people and create
economic security for them. The fact
that housing prices are up 28% large
part because Meta is making so many
people wealthy. A lot of people have
registered enormous shareholder gains.
Do your thing. Go on background. Try and
defend yourself. Fine. this I think the
vocational investment I think it's $150
million is absolutely genius but having
an ad where the tagline is presence
reimagined that to me feels like them
saying we already have your face your
friends and your location now we'd like
to own your depth perception I mean I
don't want they should not bring
attention
>> they have a they have a need to be liked
they do you know
>> shouldn't be running these ads
>> yeah they have a need to like we're not
villain
And I don't know what they could do. I
mean, do you know admit to some of their
big problems? Admit to it if they want
to be liked. Like that's what I mean. If
I think wanting to be liked is part of
this. And look at like look at that
interview Elon did with uh with the
financial with the um
>> economist
>> the economist uh Betos.
>> They feel like they're misunderstood and
they only have a chance.
>> Shut the [ __ ] I kept thinking stop
talking. You are like, you know, and
she's so adept. She's amazing. And I was
like, "Stop talking. Oh my god." Like,
"Stop talking." At some point, I was
like wanting to get him off the stage
cuz I thought he doesn't even know how
awful he is. Right. And I think in in
the case of Meta, I think they do want
they do understand there's a a shift
happening, a vibe shift rather
significant. And they're trying to
figure out how to be liked again. I'm
not so sure they're ever going to be
liked. I think you're right. I don't I
don't know.
>> The advice the advice is the same. They
should take the advice from Albert
Brooks to William Hurt. When William
Hurt says, "What happens when your
reality exceeds your wildest dreams?"
And Albert Brooks says, "Keep it to
yourself."
>> Keep it to yourself.
>> They should just continue to perform,
continue to add shareholder value, go on
background when they feel they being
treated unfairly. But to run this like
sugary ad of we're here to connect
people. No, you're not. That's not your
aim. That's not what you're trying to do
here. They should just put wins on the
board on things they can put wins on the
board in like helping people get jobs
maybe giving money to like well you see
teen girls like they we don't want their
money right like you're the ones that
cause the problem or well part of the
problem not all of it but
>> their economic growth economic engine
incredible products incredible
shareholder value I personally think it
would be a good move at this point for
these guys to self- agegate say we're
not letting anyone onto the platform
under the age of 16
>> I think they're going to do that I think
they're going to Uh they're going to do
it the night before it's about to pass
in Congress is when they'll do it.
>> I think they're going to move into that
space, I think. But then there's the the
beef with Apple and Google over that.
Who who decides age verification? That's
another fight, by the way. And Apple and
Google aren't distinguishing themselves
in that fight either. Anyway, it's a
really it was not a great ad. It's not
stick with the simple ads. We're
providing jobs. We care about people's,
you know, we're going to help this. You
know, it's interesting because Mark does
switch between I want to be liked and
[ __ ] you. And I I think [ __ ] you is
probably where he mostly lives. Um, and
he must he has to become comfortable in
that spot, but I don't think he is.
>> I felt like I felt like, okay, them
spending $100 million
to try and say we're likable and we're
cool again is like your uncle showing up
with a Ferrari to convince everyone he
doesn't miss his ex. It's just it
doesn't ring true.
>> I don't know.
>> They're trying to make surveillance
capitalism seem aspirational.
creepy glasses or like lean into the
creepy glasses or something like I just
it's really interesting and I think
they're going to I I think ultimately
he's going to have to live with the fact
and this movie is coming out the social
reckoning um which I think is not going
to look make him look very good.
>> I I I I can't I just hope a lot of the
creators do like what if ads were honest
because this would be we're bringing
people together usually to sell them
creatine that they talked about with an
earshot of a phone. I mean that would be
the real ad, right?
>> [laughter]
>> or to suggest or to suggest innovative
ways of self harm or how 90 lbs and 510
is normal. That's how we're bringing
people together.
>> That's not funny. That's why am I
laughing? That's not funny. Um, you know
what they should do is you don't like
us. We know. But we have some good
stuff. Like we're not the we're not What
can we say? We're not Elon Musk. We're
not Elon Musk.
>> We're bringing people together by
elevating your aunt's conspiracy
theories. [laughter] I mean, I just I
can't wait
for for
>> We should go in there and do a
presentation. [laughter]
>> I think we're not Elon Musk is their
best argument. So, just anyway, I I to
be fair, the song is fine. I know people
made a big thing of it. Actually, he was
talking about a better future in that
song, too. Oh, wait. I got another one.
>> If you have to explain your joke, it's
not funny.
>> I got another one.
>> We're meta, where you found your college
roommate. Now it's where you share your
roommate's dad's post that Michelle
Obama is secretly a linebacker.
[laughter]
I mean I I bring me in. Bring [laughter]
me in, coach.
>> Let's go in there.
>> I'm ready.
>> Let's go and help them. Let's help them.
They should have a sense of humor. That
is one thing Mark has not had enough of
is a sense of humor. He does not
[laughter] have
>> He's not going to laugh at
I tried. Meta, we're going to try and
sell you something you searched about at
2 a.m. 6 months ago. [laughter]
>> Okay, stop. All right, we're moving on.
Um, this Trump administration, moving
on. Sorry, Mark. We apologize. Not
really.
>> I got one more. Based on my feed, the
future is AI generated Jesus holding six
puppies while giving away free RVs.
[panting]
Literally, Meta, if you have any sense
of humor, you will run my ads.
[laughter] You will run I should do this
on AI. Can't you create ads using AI
now? Maybe.
>> Yeah. Yeah. How about How about Meta
[ __ ] election?
>> I should start a podcast on ads for
meta.
>> I've got one meta [ __ ] elections
since 2006.
>> There you go.
>> Nice. Anyway, um all right, moving on.
Donald Trump says administration is
launching a trade investigation into
European Union after it hit Google with
a $1 billion antitrust fine. In a true
social post, Trump accused the EU of
robbing American tech companies. Trump
claimed the latest fine was issued
without explanation, even though the EU
regulators said it stem from failure to
comply with the Digital Markets Act,
which we've known about for a long time.
Regardless, Trump said the US is not a
piggy bank for Europe and is threatening
to hit the EU with substantial tariffs.
his usual go-to is his tariffs because
those just expired and he's trying all
manner of ways to put new tariffs on.
Um, you know, listen, Obama
released a similar thing at the time of
the original digital markets act and the
other act. Um, so I, you know, a lot of
presidents do this, but a bill, you
know, the tariff way, he never did
anything about it. He compl Obama
complained about it as I recall, but um,
and was defending US tech companies, but
thoughts on this? I'm so exhausted by
all of it because I have trouble
understanding it. And usually the stuff
that's boring is the important stuff. So
look, I the two decisions
uh half a billion fine for
self-preferencing its own search. I I I
the EU has essentially become the de
facto regulator for American tech
because America won't do it itself. So
I'm a little bit I'm I'm of two minds
here. And that is when the primary form
of tech innovation coming out of the EU
is regulation. That's not a great sign.
It it it reflects poorly on both of us.
Quite frankly, I I don't have a lot to
say here. Cara, what are your thoughts?
By the way, the new I do have the new
meta tagline, though. We're not the same
Facebook that ruined Thanksgiving.
[laughter]
>> This time, [gasps] we won't drink this
time. We [laughter] promise not to
drink. I I got I got a new job as an
agency. I'm literally starting the new
meta agency. Whether they like it or
not, I'm the new brought us in. Bring us
in, Mark. Bring us in. We can help you.
>> Put us in.
>> Put us in. Put us in. Pay us enormous
amounts of money to insult you. Um
>> Meta, we're not just ruining
Thanksgiving anymore.
>> Yeah. [laughter]
>> If you thought If you thought your drunk
uncle practicing karate at Thanksgiving
was creepy, wait till you see what the
algorithm is going to feed you.
>> All right. I'm going to very quickly
dispense of this and I'm going to say
one thing. Let me just tell you Meta,
you really should have a sin. You should
100% have it. That would show you
understand the problem that you have. I
think it would be really good.
>> You know how you get your hey girls? You
know what I get? I don't get hey girl. I
get hey,
and by the way, they don't call me.
Their PR represent their comms person
who shouts them go hey so and so is
going to be in town. Would love to grab
a drink with you. Everyone thinks that
if anyone offering me a drink, I'm
there.
>> Yes, he is. He shows up.
>> They're literally like he's an alcoholic
[laughter] and invite him out for
drinks. I'm like the less the less
intelligent Christopher Hitchens.
>> I'll tell you what I do when I get the
Hey Girls. I go because I'm like, okay,
sure. I'm happy to re-engage with him
given I was accurate. No, I want to find
[ __ ] out.
>> You see this picture of me and Kaitlin
Collins?
>> I [laughter] see that.
>> I love that.
This is my credibility right here.
>> She works hard. I really like hitting
calls. All right, with the the the EU
thing. This has been going on forever.
We don't do any regulation. They may be
guilty of doing too much, but too bad
y'all knew the fines that were going to
be here. Do something about our tech
industry in a way that satisfies
European regulators. And if you want to
operate there, you live by their rules.
I'm sorry. Like, and and the Trump Trump
can complain about it, but hitting with
tariffs, his old trick, is ridiculous.
Tariffs are bad for the economy. They
cause inflation. They're stupid. They're
a stupid way to hit back and it's not
going to work. So, it doesn't matter.
So, it does I think it's just a wash in
that regard. Um, Remeta, uh, you can
keep making jokes all the rest of the
show. All right, let's go on a quick
break. When we come back, the FDA
loosens restrictions on peptides. Oo,
something to Scott likes to talk about.
We'll talk about what happens next.
Scott, we're back and talking about the
latest buzzword in wellness, peptides.
I'm so tired of hearing about peptides
from people after my show. People take
them for everything from weight loss to
anti-aging to muscle growth. They're the
miracle drug. By the way, GLP1s are
peptides. Right now, people are getting
on these uh so-called gray market online
through longevity clinics, even Tik Tok
outside of the FDA approval process. But
last week, a panel of doctors and
pharmacists, all of whom are in the
tank, voted to recommend the FDA ease
access to several peptides that are
popular with influencers, celebrities,
and RFK Jr. That's in spite of
government scientists warning about the
lack of data showing these drugs are
safe or effective. It's like nuts. Um
the FDA isn't saying the drugs are
dangerous. They're saying they don't
have enough information which uh which
they should get and not maybe not a good
enough reason to restrict access but
approval would benefit teleaalth
companies, compounding pharmacies and
frankly RFK's agenda. Um, I I will say
one quick thing since I I didn't cover
them in my show, but I I there's the
gray market is so dangerous and you
could they are mostly made in China.
It's a very dangerous thing to be
putting in your body and there still are
very unclear studies on whether these
things work and there should be, by the
way, there should be studies um paid for
by the government that which we used to
fund these scientists to do these
things. But just letting them out there
among the people is such a mistake if we
don't have and I understand slowing
things down is a problem. But sometimes
it's for the best and these things can
be very very dangerous without um in
terms of where they're coming from and
the the whether they're they're safe for
use. Scott, go ahead. Peptides.
>> Well, peptides an overused term. GLP1 is
a peptide and my understanding is
peptides just a series of molecules. The
I agree with you that the again it's the
same through line. It's a lack of trust
in our institutions. We used to trust
our institutions to tell us what we
should put into our body or what we
shouldn't or that we had a smart FDA or
a smart CDC that would help protect us.
I had dinner uh with two um actors on
when was it Thursday I think or
Saturday. Anyways, and they're both on
this Wolverine stack peptide. And I like
this stuff. I like I take supplements.
I'm on testosterone therapy. I was doing
NAD for a while. I'm abs I like to be
out I I do believe there's something to
this stuff but I I wait till there's a
decent amount I guess NAD is the most
and and I also do creatine creatine but
I as someone who does a decent amount of
research the peptide jury is not in uh
or these peptides I should say
>> GLP1 they are they or they're getting
there
>> oh GLP1 is it's FDA approved I mean most
many of these GLP1s are FDA approved and
by the way every piece of research that
comes comes out the externalities are
positive which is the most unique thing
>> and we're getting real time data with
people using them usually they're now
done by doctors much more so than at the
beginning but go ahead
>> oh by the way the same ad agency that's
helping Meta is rebranding Marlro as a
wellness startup just so you know um
[laughter]
anyway so finish your thought your
peptide thought
>> I I again I think it's this people
deciding to do their own medical
research and come to their own
conclusions because an influencer tells
that you know Leo is on this thing and I
actually I don't know if he is or isn't.
>> Right. Right. Yeah.
>> And point
>> I do think there's something all the
stuff I've done I have never done it
without medical supervision meaning my I
I I have my blood drawn all the time now
and I do all these crazy analyses of it
and they'll say you are low on these
omegas take fish oils. Fine. you know,
uh,
I'm I'm a fan of intervention and being
thoughtful about about plusing up the
gaps in your nutrition or whatever it
might be, especially as you get older.
And I'm I'm my view is between the ages
of 20 and 50, your body's pretty goddamn
good at figuring out what it needs.
Unfortunately, it starts to die because
the majority of us are supposed to be
dead by now. So, some intervention, I
think, makes sense. This stuff feels
cutting edge to the point of buyer
beware. Yeah, I would agree. I have a
lot of people that are like, "It works."
I'm like, "Does it? Do you know? Do you
know there's there are studies?" I'm
like, "Actually, no. No, there are like
they're not they're very inconclusive
and where they're where my most my worry
about them." And they should be studied.
Absolutely.
Is where they're coming from and where
you're getting those things. And you
wouldn't like it's sort of like getting
like here's some milk from a guy on the
corner. Like it might be good, it might
be bad. And so a lot of it does come
from China, especially these compounding
agencies. And there are no strictures on
how they are. It's like eating poop
lettuce. Like you might have a good
meal, you might have di exploding
diarrhea. And it it's it's I just it's
too dangerous to do it. But everybody
every I get so yelled at. That's the one
thing with peptides. And I'm like, I'm
sorry. I wish it I it would be great if
they worked the way they say. They also
are ascribing far too many like it's
it's a solution for everything, which is
all these supplements. They're not.
Sometimes they're a very small little
addition to your life. Sometimes like
GLP1s, they are truly groundbreaking. Um
but they they to say they do everything
is just unproven and you have to stop
pretending so. Um uh so you know, every
person who comes up to me, I'm sorry,
you're incorrect, but and you shouldn't
be putting things like this in your body
uh without medical supervision or or
scientific proof. Uh sorry, I'm I'm on
the scientific proof. Anyway, uh, that's
the way it is. That's the way it is. Um,
but you know, meta now with more
peptides. All right, Scott, one more
question.
>> Hold on, hold on.
>> New tagline. Facebook, where a nuance
goes to get beaten to death with a
folding chair? [laughter]
>> Oh, I feel so bad.
>> But isn't literally Isn't this ad,
>> God? Isn't essentially this ad just the
the broadcast embodiment of an abusive
ex-husband Zuckerberg seeing you and
whispering in your ear, maybe changed.
>> Maybe I've changed.
>> Maybe I've changed.
>> I've changed. Here's the thing. Why
don't our listeners write in their
taglines for Metaf to help them?
>> Well, it's also, you know, what's
disingenuous as a as a brand guy? These
ads. These ads are absolutely beautiful,
but the thing is their actual product in
terms of design, it feels like
Craigslist [ __ ] Qannon. It's like
[laughter]
Qan on Qanon. Qan on
>> Baby, I've changed.
>> Baby, I've changed. I'm a new man. Baby,
I've changed. Take me back, baby. I just
love you so much. You forced me to hit
you. [laughter] I just love you so much.
>> We should not be laughing at that. It
is.
>> No, that's terrible.
>> You're terrible.
>> Terrible.
>> You're terrible. We're terrible.
>> Anyway, I'm sure we'll get lots of
letters. Anyway, why don't you all write
in and tell us what you think the
taglines for Meta should be and then we
will we will read them. Um, anyway, see
if you can do better than Scott, who
just doesn't seem to stop. All right,
guys. Look at him. The marketer in him
is just energized. All right, one more
quick break. We'll be back for wins and
fails. Okay, Scott, let's hear some wins
and fails. I think I'll go first. I I
first fail was the story came out on the
post which I was th post some the post
news side is doing a great job I have to
say um the police vetted this is a
headline police vetted dubious
allegation only after Buddha judge was
separated from children the people this
is the Pete Buddha judge kids were taken
away from him for a time and questioned
in a really un terrible way by by
authorities they were investigating um
these allegations made and the cabinet,
the former cabinet secretaries was
separated from his four-year-old twins.
Um, and now the mission attorney general
is investigating how the accusation
led to it. And it turns out the post
talked to the woman who did it and she
seems unhinged
um from what I can tell from the
interview and didn't really understand
it and basically I think made it up and
nobody was check like the I think it
started in Indiana and then he was
supposed to be in Alabama but none of
the authorities before they took the
kids away checked on the source of the
information. I I I have said this again
and again. uh uh Chaston and Pete should
sue these people for what they did and
and the damage is done to their kids
like unnecessarily without any checking
because of these ideas around gay
parenting where which you know was part
of it because this woman is essentially
did not think gay gay people should be
parents um from what I can tell from
this interview and I have to say it's
just it's it's mindboggling that our
author they I get it one crazy lady's
going make some allegations. That
happens all the time in this world now.
That fact that the police and others
didn't vet it is really it's just such a
incredible indictment of mission
authorities. So I just it's such a fail.
Such a massive enormous
repulsive fail I have to say. Um and my
win is is I have to this beautiful show
this cat's jellical ball. It's closing
soon. I recommend people go see it. Just
beautiful. It's so kind and and human
forward. speaking of something that is
human forward um and funny and just just
everything Broadway is great at and I
just uh Clara dressed herself up in this
beautiful spangled fierce dress and this
wonderful fascinator hat and it was just
a wonderful thing. So, um, I just love
when people are out at the theater and
in theater in movie theaters and things
like that. And so, I can't recommend
these lovely, joyful, beautiful,
artistic, human centered stuff that's
coming out lately. And it's really, it
does there seems to be a shift where
people just want to get together or else
celebrate real humanity, not in meta
ads, but in that way. So, I would I
would say get out and do something with
a lot of people and have some fun. All
right, that's my win. Uh, well, my loss
is the White House correspondents
dinner. It should be cancelled or they
should they need to reinvent it. It's
It was the one I built to fake a truce
and it couldn't hold for two hours or it
hasn't been able to hold for 2 hours.
And the the tell here was during this
ridiculous, weird, creepy rant on a on
respected journalist, the whole room
just went so silent. It felt like you
could cut the air with just ick and uh
terrible terrible for our brand.
Anyways, we covered that. That's my
loss. White House correspondents dinner.
Whoever the governing organization is
has to realize like this is over. It it
should be cancelceled or not done for a
couple years and they need to reinvent
something else. My win is
it's not getting very much coverage, but
what's gotten a decent amount of
coverage is is Ukraine with their
incredible supply chain and drone and AI
technology has been going after oil
infrastructure.
What they've done, which I thought was
genius, is they've gone after something
that is hit
Russia perhaps even harder and that it
was they blew up the Wild Berries
factory and it ends up basically
Wildberries is the Amazon of Russia. And
this supposedly has caused more rage
about the war than a million deaths and
casualties because the reality is the
majority of the soldiers and the
fatalities have are uh that that toll on
families has been levied against kids
and families from lack of a better term
rural Russia and the the the elites
don't really care. But you start [ __ ]
you start [ __ ] with their ability to
sell their fashion into people in St.
Petersburg. supposedly this has just
outraged all these creators and all
these small business people and also has
had an impact on the front lines cuz a
lot of people were buying kind of basic
military equipment and gear and I
thought it was just so um interesting
>> and Putin's on the run it looks like he
looks like he's hiding away too at the
same time
>> people well a supposedly he's paranoid
and b he's very he's very scared um u
but this is
this is so I thought this was so
interesting. They want what are they
doing? They're saying, "Okay, we've
shown we can kill a thousand people a
day. Russians don't seem to care." The
Russia's arguably Russia's core
competence. It's it's an incredibly
educated populace, an incredible
incredible appreciation for culture in
the arts and technology. a lot of very
redeeming qualities about the about
Russian culture. But their core
competence, quite frankly, is they're
willing to endure more suffering than
any than any society in history. We lost
400,000 people in World War II. They
lost 20 million. And they were ready to
keep fighting. And but what they've said
is, "Okay, we're going to hit you where
we think it hurts most for you, and that
is going after your ability to order
[ __ ] overnight."
And I thought it was just such genius
there. And I think Ukraine is not only
showing I mean they're they're
essentially they've said okay we're
bringing the war to you and it's just
interesting how they've decided to bring
it to the Russian populace. Uh so
instant visible pain versus sanctions
kind of year-long
you know year-long impact if you will or
yearslong impact. I thought it was very
innovative.
>> You know this would happen. This would
be like if we we declared war on Canada.
they would get us eventually. You know
what I mean? Like they're right right
next to each other. They've proven very
um strong. Although there's, you know,
there's been some back and forth with he
fired fired one guy one guy and then
everyone got mad about that and then he
ended up firing another defense minister
in Ukraine. There's a little bit of back
and forth there. But can I note
something else that he was doing that I
thought was rather clever. So he's now
going to the MAGA right to talk to
people. Did you see Laura Loomer who was
so anti- Ukraine and pro Putin went
there and interviewed him is suddenly
his biggest follower like he's so great
kind of thing. I think that's also very
clever. His even though he has his own
issues internally with corruption and
everything else. He's been very adept at
also appealing to the MAGA base here
which I think is probably very smart.
>> Yeah, it's a I mean you got mixed
emotions. You're like why why should
anyone care what Laura Loomer thinks?
But at the same time, anything that gets
pressed that highlights
>> even the crazies have recognized that
it's in our best interest to support
Ukraine, I'm I'm here for.
>> Yeah.
>> So, yeah, have at it, Laura. And next,
May maybe next you can do a segment on
how the greatest innovation in history
is vaccines. That's the one I'm waiting
for.
>> She suddenly is going to be pro vaccine.
Anyway, um those are those are good
ones. Those are excellent ones. Oh, by
the way, I have one more quick win.
Everybody go see Ride or Die with
Octavia Spencer and Hannah Wattingham.
Oh my god. It's It's a show on Amazon
and it's hysterical. It's two ladies.
It's so ridiculously It's such a
ridiculous conceit that they run around
and they're spies. But these two
couldn't be the be best pair and they
look so different and they're so
different in general. And I have to say
it's hysterical. Ride or die.
>> It's called Ride or Die.
>> Ride or die. And I love Hannah and I
love I love Octavia.
>> Is Hannah from Hacks? Is that the Hannah
from Hacks?
>> It's Hannah from Ted Lasso. Um, and
she's amazing. She's amazing. She's I
love her. I love her.
>> Oh, the one the Hannah that was in Game
of Thrones.
>> The Yes, she was in Game of Thrones,
too. Yes, that's right. Yeah, she's
amazing. She's a tall [clears throat]
drink of water. And Olivia is just
Octavia, excuse me, is incredible, too.
Just incredible. Just incredible. Go see
it if you want to enjoy yourself all all
day long and twice on Sunday. Uh, you'd
like it, Scott. Anyway, we want to hear
from you. Send us your questions about
business tech or whatever's on your
mind. can go to nymag.com/pivot
to submit a question for the show or
call 85551 pivot. Elsewhere in the Cara
and Scott universe, this week on On, I'm
talking to actor and comedian Jeff
Hiller. He's in two of the buzziest TV
shows of the last year, Plurabus, where
he just got an Emmy nomination for a
just a guest role. He's amazing in it.
And Widow's Bay. He talked about why
people are drawn to these shows. Let's
listen to a clip. These are dark worlds,
but but it's not it's not like our dark
world, [laughter]
you know? It's it's um it's like we can
figure it out. We can pull it pull apart
the the lore and and and figure out this
mystery, whereas we don't have that kind
of control in our in our own life
because there's there's I mean, every
time he opened the New York Times, it's
like what that happened. Anyway, he's a
really great guy. He's he's a he's a
sort of a character actor and I love
charact There's so many great character
actors in all these shows including and
also Severant same thing. Um just really
like nice to see all these shows do so
well and he's terrific. Uh okay that's
the show. Thanks for listening to Pivot
and be sure to like and subscribe to our
YouTube channel. will be back on Friday.
[music]
Ask follow-up questions or revisit key timestamps.
In this episode of Pivot, hosts Cara Swisher and Scott Galloway discuss the ongoing legal battles surrounding the Paramount-Skydance merger and the broader implications for legacy media. They explore the influence of tech giants like YouTube and Netflix, and how political pressures and potential antitrust actions are affecting market confidence. The conversation also covers Meta's controversial new AI optimism advertising campaign, which the hosts critique as being out of touch and hypocritical. Finally, they touch upon the White House Correspondents' Dinner, debates over peptide supplements, and share their 'wins and fails' of the week, including geopolitical updates regarding Ukraine and recommendations for entertainment.
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