This is just so stupid and such

a waste of oxygen. It doesn't pass the

most basic smell test.

[music]

>> Hi everyone, this is Pivot from New York

Magazine and the Fox Media Podcast

Network. I'm Cara Swisser

>> and I'm Scott Galloway.

>> So are you going to the Met Bowl?

>> I was invited.

>> Why were you invited? I'm sorry to ask

that. [laughter]

>> I I acknowledge it. was in the Devil

Wears Prada, which may I say, as I

predicted,

>> what happened?

>> Oh god, are we talk? Is this your new

Taylor Swift thing?

>> $233

million globally. But why? Tell me why

you were invited to the Metall.

>> I'm still not sure. I just I'm I think

it's because I've talked a lot about and

got a lot of um social media activity

when I went to the Vanity Fair thing.

So, I think I I don't know. I think

someone I think some intern somewhere

said podcasting. What about that crazy

professor? I don't I'm not sure why.

>> They tried to be your pal, right?

Weren't they trying to like suck up to

you

>> um

>> for a minute and a half?

>> I don't know. People are pretty nice. Um

>> no, the Bezos people. Bezos and his lady

friend.

>> Oh, I I like them. I I met I mean I

don't know them, but I my I've had

you've had more interaction with with

them than I have, but I find them to be

lovely. I

>> I was invited I think I told you this. I

was invited to a small dinner with him

and another friend and I I said no I

don't a I don't like dinners and two I

don't you know two I don't like people

and three I don't I don't want to know

these people because I know what's going

to happen. We talk about the slot. I'm

going to like them and I'm going to

start

>> you like everybody.

>> I'm going to stop speaking my mind.

>> Truly low bar for people.

>> It is a pretty low bar. [laughter] I'm

pretty

>> say I'm pretty nice. I'm like

>> Yeah. No, I'm pretty I'm pretty

>> I think they're getting the kicked

out of them. You know, there's protests

and like billboards, very some funny

things. There was um um you know, like a

shopping cart out front with a bunch of

empty bottles and said bathroom, VIP

bathroom.

I They're projecting things onto the

buildings nearby. Um they kind of

hijacked the whole thing and it's kind

of I don't know, graspy and thirsty. I

find that

>> it's a perfect fit. Vogue Vogue has so

much RZ and no money and the Bezos

[clears throat]

have just so much money and not a lot of

RZ. It's a marriage made in heaven. I

don't know this, but I get the sense

Bezos is pretty self-actualized and

Honey Bear don't give or Honey Badger

don't give a I think he's just

living his best life. Quite frankly, I

don't very different.

>> Oh, you might know more than me. I don't

>> I think they're tonedeaf to what the

what what's going on right now. Gas

prices nearing $5. I think they're

always showing off.

>> They're unaffected gas prices. I get it.

But that's hilarious.

>> No, I don't think honey. We need to cut

back. No more second yacht. They're

they're they're not quiet wealth. Let's

just say apparently he's selling his

yacht. He's selling his yacht.

>> So gossipy. I think this is more about

Well, anyways, I I get the sense the guy

I mean this is this is the journey of

all of them. All of them were like the,

you know, captain of the chess club.

They weren't getting laid a lot. They've

worked their asses off. They're very

smart. They're very talented. They've

been working non-stop. And one day, uh,

the day of the IPO, they went into a

conference room, this, you know, nice,

fairly unattractive guy who had no

sexual currency their whole life, and

they come out and they're the sexiest

man alive.

>> I know. I've had these discussions

>> and they go apehit. And I don't, you

know, and and with with respect to

Bezos,

um, I I get the sense, you know, I get

the sense he's having a great time.

>> I don't know. I just think I think

there's a leaders and our I I'm I'm more

for the quiet if they're going to be

very wealthy. The qu there is a an

argument to be made at this moment in

time in it which is

>> keep it to yourself.

>> Keep it to yourself. So I don't think I

think this doesn't play well and I know

they don't care but they look like

ridiculous. They look like Tom and

Daisy. I'm sorry. I just they just do in

the Gatsby and and it's not a good look

right now because things are really

shifting and I don't mean they have to

pretend they're like living on the

prairie with like one shovel and a you

know in a bucket like that's not what

I'm talking about. It's just a I think

the McKenzie Scots, Lorraine Pal jobs,

the the Melinda Gates, they speak out

appropriately. They're not showing off.

I just I just I don't think it's going

to end well. Anyway, uh we'll see. I'm

coming to London, by the way. I'll be

there tomorrow morning.

>> Yeah, I know you have some dinner, a big

dinner. And

>> yes, you were invited. It's a small

dinner and you will refuse to come, but

that's okay.

>> Well, I was invited to the Met Ball. You

think I said no to the Met Ball, but I'm

coming to your dinner.

>> Yes, I do because who the cares

about the Met. What would you wear to

the Met Ball? Speaking of which,

>> you know, the idea I get anxiety just

thinking about it. I I don't I I'm That

was such an easy in in like oil and

glad. God. Jesus Christ. [laughter] I

just ate.

>> What could What would you wear?

Seriously, what would you If you had to

think of some fantastic costume.

>> I have I literally have absolutely no

idea. I don't

>> You love to dress up. You dressed up as

like at Halloween, you always dress up.

>> Oh, no. I love dressing up in something

outrageous. I love going as as as uh as

Deadpool or Starship Commander Jean Luke

Peard. Huge crowd-pleaser.

>> Okay.

>> I love I went as Luke Star.

>> Not like for a costume met costume.

Yeah, I went as Ted Lasso. Any

opportunity to put on a wig and be

someone different. I absolutely love

that. But to try and look good.

>> Well, you don't have to. Not all of them

do. Sometimes they look kind of crazy.

>> That was the easiest no in the world.

That's like the last thing at some

point. At some point, I lose all

academic credibility. And you know,

something that gets much closer to that

point is showing up the Metall.

>> I wish you would go and wear an I don't

care do you shirt like the Melania

shirt. I wish you would do that. I I

don't like that either. I think if you

get invited to something like that, you

play along and you'd be a good gracious

>> I guess. Um,

>> you know, I don't think you wear a dress

saying tax the rich. I thought that was

I agree with you. Um, I think that's

stupid. You don't go. Um, but you should

go because I need to understand it. I

need you to go in there because I would

never do such a

>> I'm in London and plus I really want

[laughter] plus I really want to hang

out with you and your friends here. Not

true.

>> You are invited. Don't say I don't

invite you. You are

>> I literally have nothing to do. I'm home

alone. I've got the boys this week.

You're off partying with your fancy

friends from the Devil Wears Prada. I'm

home alone with my dogs. That's all I

got to say.

>> You're It's a small dinner. You're

invited. If you'd like to come, it would

be great. Okay.

>> If not, I'm going to find you and see

your house in time. I'm not staying

here.

>> No, they have me at the hotel next to

the thing, but I would usually, but when

I come back, I will. If Are you staying

there now? What's the deal? Uh, I don't

know. Um,

>> oh, okay. The honest answer is a monkey

wrench has been thrown into our plans

because

>> you told me that

>> my youngest who has a habit of doing

this

>> has

>> likes where he is

>> is all of a sudden getting A's. And

>> anyways, I'm going to spend much more

time in the US. A lot of moving parts

here, but which I won't bother with.

>> Let me let me know. Anyway, I will come

by and find you somehow. I'll break into

your house. Um, anyway, let's get to the

news. This is a weird one. As we record,

GameStop and eBay stocks are responding

to real train wreck of an interview from

the GameStop CEO. What a surprise. Ryan

Cohen, who's somewhat of a

sometimes when he talks, announced the

deal of the century over the weekend, a

$55.5 billion unsolicited offer to buy

eBay at $125 a chair, pitching it as a

future rival to Amazon. But then he went

on CNBC's Squawkbox, where our good

friend Andrew Ross Sorcin, our famous

Canadian friend, pointed out the math

wasn't mathing. It was amazingly

awkward. Let's listen.

>> You have $9 billion uh on your balance

sheet. Arguably, if you're if you're

providing uh effectively all of your

stock and then and then the cash that

gets you to 20, you have this letter

from TD, that's another 20. Uh we're now

at 40. Uh but we're still off uh by call

it uh 16. and and the 20 as far as I

understand while it's considered a

highly confident letter meaning TD

saying they're highly confident uh that

they would provide the financing it's

not locked financing.

>> Yeah, we'll see what happens.

Um

I I hear you. I understand that. I'm I'm

just trying to understand where the the

rest of the money would come from.

It's half cash, half stock.

>> I I I'm I hear you. I'm just saying that

that math doesn't get you to the

to the price that you're offering.

>> It got more and more awkward after that.

Um this is just this is a meme stocks.

This guy is such a He's always

trying to get that stupid stock up, the

GameStock thing, and take advantage of

people. So, I don't know. Reminds me of

the the story about poly market and

kalshi. Only the top whatever 0.1% make

money and everyone else loses. But your

thoughts on this ridiculousness?

I love Andrew.

>> This is Well, first off, Andrew did a

great job. I I think Andrew is one of

those You're like this, too. It is very

difficult to ask really piercing hard

questions to make people look stupid

while remaining dignified and not coming

across as an And Andrew is able

to do that. You're able to do that.

Um, this is off off off Broadway

theater, not strategy. This is just so

stupid and such a waste of

oxygen. And a CEO who has I looked into

this, a compensation strategy that says

if you can get GameStop to hundred

billion, you get 35 billion in a

Musklike compensation strategy. So, he's

trying to memeify his stock again.

So, this is noise. it doesn't pass the

most basic smell test. First off,

there's a scale mismatch. eBay is a 30

to40 billion enterprise. GameStop

doesn't have the balance sheet to do

without massive dilution or leverage.

And the stock they would have to offer,

they'd have to issue so much stock that

the stock would immediately go into a

downward spiral. There's no way they can

do this. The strategic fit is then where

both commerce isn't a strategy. eBay is

a two-sided marketplace with with

decades of of liquidity and tens of

millions of customers. GameStop is still

figuring out what the it wants to

be other than trying to become a meme

stock. And then, as Andrew was pointing

out, the financing reality here is

nothing but a bad Iaska trip. Even a

even a partial bid would require issuing

a ton of equity. See above massive

decline in the stock. That's effectively

asking shareholders to fund a a a

ketamine trip. So what's left here?

There's nothing here but signaling to

retail investors. He's trying to say,

"We're bold. We're swinging. Start

taking get someone on Reddit. Get

Roaring Kitty fired up so I can get in a

rational compensation for not actually

adding any intrinsic value to

the market." What he said is, "We're a

melting ice cube." And he's also, in my

opinion, this has backfired. And by the

way, Gamestock stock as we record down

9% today

this is not only I I blame the board

here.

A board of directors are supposed to be

fiduciaries.

>> Is there one? I mean

>> that's a fair point of

>> but this should never have even been

allowed. Real acquisitions, the real

work is done behind the scenes. And if

you're going to make a hostile bid for a

company, you show up with your financing

locked and loaded and it's done. And if

you have to go hostile because they

reject your initial offer, this should

be a one-s sentence response from the

board of eBay.

>> Come on.

>> You are not a serious people. Period.

>> That's it. So, this makes a headline.

This is using financial markets and the

press as you're taking them for clowns

because you got a you got a trip to the

circus in COVID with your meme stock

adventure.

>> Well, he's trying to get it going again.

It's like that Wall Street Journal piece

about who's benefiting from these

prediction markets. And if you don't

know who the sucker in the room is, it's

probably you. It's this is not a real

thing. It is a it's it was it was

showing who makes profits and it's a

small group of people who make all the

profits. Everyone else loses. Thousands

and thousands, whoever's using it. And

so it's you know, you're a you're a

you're a a sucker. There's just it's

just like I don't know why this is

legal. This kind of nonsense. I just

>> Now it's sound 10%. You're allowed to I

don't know if it should it be illegal. I

Here's the bottom line. The market the

market is doing its job. They they say,

"Oh, remember GameStop? Okay, the CEO is

a idiot and he has no he clearly

has no fiduciary oversight and it's

taken his stock down 10%. Today, one

day,

>> right?" Except this has gone on for a

long time, this nonsense. And people

have benefited just like they are doing

over on these predictions market the

certain people who have who are a little

smarter you know supposedly like I think

Chimath was in there remember when it

was going up and up and up GameStop it

just feels like there's they're just

taking poor people's money like that it

just is so grotesque that what they're

doing here

>> I think the memeto movement I I I hated

it. I I got dragged on the internet

because I I said young men should spend

less time on their phone and trading

with this was just stupid.

>> Yeah.

>> The I do think a lot I'd be curious to

know I mean quite frankly the meme stock

movement the whole gestalt of it was

stick it to the man stick it to rich

people.

>> Yeah. But it never and then it became

about a con at

>> right and when any when when you have

the winklevi telling you to stick it to

the man it means you're about to be

impaled as a retail investor. And so I

agree with you that anyone, this is just

pure gambling. It's not speculation.

And and the reality is for for younger

people or people doing this, if you want

to have some fun, it's like Vegas. Fine,

have at it. But the thing is, you got to

steal your phone all day because

the the moves are so wild here. But this

is, in my opinion,

um I think and I don't know if there

should be regulation here. It's free

speech. But the question is, should you

be able to should you be able to have

this kind of impact on the markets,

which I don't think it has when you make

offers that are not in any way

realistic. In other words, is this

market manipulation? Is it trying to do

something,

>> right? That's what I mean. Yeah.

>> With absolutely no serious intent

[clears throat]

>> of uh of I wonder what's happened to

eBay stock price.

>> God, that's a company that

>> Let's [clears throat] just thank Andrew,

our favorite Canadian, Andrew Rossin,

for like slapping this guy. Uh he's

really polite. I'd be like I'd be like

at this point after he says have cash

stock I go you That's

would be my next line. He's like the

math doesn't work.

>> eBay stocks up 5%. That's really

interesting.

>> Well well that you know that's been a

long sort of troubled company, right? It

it seems like an opportunity for

someone. Anyway, we'll see.

>> It's a great brand. Everybody knows it.

>> I wrote one of the first stories about

it. Um I remember meeting with the

venture capitalists. They were at what's

that firm? Benchmark. It was all the

handsome benchmark men. It was just it

was me across from six tall white men.

Tall white men and they were telling me

about eBay. And I know Pierre a little

bit who I like very much who founded it.

Um anyway, uh oh, it's had it's had a

rocky it sort of missed a lot of turns.

Um in any case, um let's move on. The

Supreme Court just temporarily blocked a

lower court's ban on the abortion pill

being sent through the mail. Two

pharmaceutical companies had filed an

emergency appeal warning the lower

courts ruling could create chaos and

leave pa patients around the country in

limbo. Medication is now the method used

in nearly twothirds of abortions in the

United States. The FDA approved the drug

in 2000. Experts say it's safe and

effective. Um we're going to be talking

more about the midterms in a bit, but is

this a fight that Trump and the

Republicans want to have right now? As

Melinda French Gate said on threads,

everyone deserves health care that's

guided by science, not politics.

Melinda, Melinda for the win. FTW

thoughts? Well, I'm just going to refer

to it as Mton.

Mton is an enormous breakthrough. It's

used by millions of patients worldwide.

It's one of the most studied and safest

medications on the market. Serious

complications are very rare. The safety

profile is comparable or safer than many

common prescriptions. It's effective. It

reduces the need for more invasive

procedures. It not it expands access,

especially in underserved areas. It, you

know, earlier care, safer outcomes. It's

consistent with medical authority and

standards. Uh the legal consistency

argument doesn't hold up here. Other

medications with higher risk profiles

remain legal. Singling this one is often

just inconsistent. Well, it's because

it's working. The anti-abortion

activists, that's why.

>> But this is this is what again, this is

what is so macious and unamerican.

>> Rich people don't need government. I I

don't I I I have benefited enormously

from standing on the shoulders of other

people and taxpayers, assisted lunch,

University of California, rights, rule

of law, the SEC, all these things I've

benefited from. Now that I have wealth,

I don't need the government. I have my

own transportation. I have my own

security. I have my own schools. I have

my own healthcare. The people who need

government the most are the most

vulnerable among us. And just when the

government needs to step in and protect

a 15-year-old non-white woman in the

South from something that could

impoverish her for her lifetime,

traumatize her, put her in real uh

serious health risk. That's who they go

after. This isn't I've even said the the

anti-abortion movement is not a war on

women. It's a war on poor women. This is

who needs this? Who is this a

breakthrough for? The people who don't

have the resources or quite frankly the

sophistication to get on a plane and go

to a a a clinic to get an abortion in a

state where it's legal and they stain

them when they're b after they're born.

>> They can make this illegal.

>> Yeah.

>> You and I would have no problem getting

it.

>> None. This is government at its worst.

At its worst, this is not protecting the

people who need government and laws the

most. This is there is there is no no

medical, no moral, no in my opinion

reason to do this.

>> You get why they want no abortions

whatsoever.

>> I get that. But when you But here's the

bottom line.

They want abortions, but only on the

down low for if and when it happens to

one of their friends. You're not into

[laughter] abortion that don't have an

abortion. But I think you would find

that that the one of the reasons that

people are a lot of people, especially

wealthy anti-abortion people, have no

empathy for this is they know if

ever gets real for them or anyone in

their family, they can figure it out.

And so I find this I find efforts to do

away with this drug is a gift.

>> Yeah. Well, the Supreme Court has just

temporarily though this is just a

temporary.

>> Well, my understanding is as we were

speak just a couple hours ago, they've

temporarily halted the ban or blocked

the ban. Yeah. But this also a

>> temporary block.

>> This also goes back to

um you know what I think a lot about

young men and the number one reason

a lot of I think it's most women who

have terminate a pregnancy go on to have

children. One of the top reasons stated

by women u as to why they terminate a

pregnancy is lack of partner support

>> right or the money or the money. If

you're really serious, and by the way,

since if you're if you're really serious

about reducing the number of pregnancies

terminated, then we need economic

policies and we need more men my age to

get involved in young men's life and

instill a set of values such that we

produce more economically and

emotionally viable men.

>> This is true. But they don't like them

once they're born, Scott. They don't

like them. They don't like these people

once they're born.

>> Well, that's a different issue. What I'm

saying is

>> Well, I I get that. But we're talking

past each other right now. I'm talking

about if you were serious about reducing

the number of of of of abortions, you

would figure out a way such that there

were women who felt they had more

reliable partners. If you want more kids

and you want fewer abortions, we need to

produce a new generation of more

responsible, economically viable young

men.

>> Yeah.

>> And and you're right. Once it the same

people who are most rapidly

anti-abortion tend to be the same ones

who don't want universal child care

>> or give them money or they disdain them

or they're you know everything. It's

just it makes no sense. It's it makes no

and then they're the most for the death

penalty and you're sort of like where is

the consistency here in any way?

>> Well that joke if you want to save

someone from the death penalty just

shove her up a woman's uter uterus.

Shove them up a woman's uterus.

[laughter]

>> Oh my god. I can't believe I laughed at

that. That's kind of funny. Um, anyway,

let's look, I hope it's not it's not

just a temporary ban. I hope the Supreme

Court, you know, gets slapped since

they've had some very dicey and horrible

rulings recently around the Voting's

Rights Act, but this is something that

is just ridiculous. It's bad for

companies. It's bad for people. Um, the

abortion foes have won enough, I feel

like, but they won't. They won't.

They'll keep going. Um, okay, let's go

on a quick break. when we come back, how

AI is upending the midterms.

>> Support for the show comes from Better

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That's betterhp.com/pivot.

Scott, we're back. With six months to go

until the midterms, AI regulation has

become a hot button issue and the money

is pouring in. At AI super PACs are

taking a page out of the crypto

playbook, which worked rather well,

spending millions to influence

elections. They're backing both

Democratic and Republican candidates.

Uh, whoever is more friendly to AI and

big tech. The biggest pack leading the

future is funded in part by Andre

Horowitz and OpenAI co-founder Greg

Brockman. On the other end, there's the

public first action, a pack backed by 20

uh million donation from Anthropic and

tech billionaire Chris Larson is putting

up 3.5 million in New York to back

Democratic congressional candidate

candidate Alex Boris who supports AI

regulation. This I was texting with

Chris about this um the other day and

also Alex. Um let's take a look at the

ad that Larsson's pack just launched.

>> Oscar, what is wrong? You think you know

what they're watching, but with [music]

AI, they can land on anything. Violence,

child sexual abuse, and [music]

predators. Who would be against AI

safety laws? Open AAI, the company

behind Chachi PT. They're attacking

[music] Alex Boris for writing the

toughest AI safety law in the country.

Don't let Open AI [music] shut down

child safety. You can push back is

responsible for the content of this

advertising. It

>> It's an interesting ad. And from a

marketing perspective, it's an

interesting way to counter child safety

is the number one uh the number one uh

thing that people are all bipartisan

about and and and also AI increasingly.

Um and just for speaking of AI

legislation, the Senate Judiciary

Committee just advanced a bill that

would require AI companies to implement

age verification process. It would also

uh ban miners from using AI chatbot

companions. Um I'm not sure this will um

will pass. Um and at the same time the

Senate just unanimously passed a ban on

prediction market trading for senators

and their staffers effective immediately

smart. Calcian and poly market both

praised the Senate's move. Um the Senate

minority leader Schumer called it a

no-brainer saying must never allow

Congress to turn into a casino. Here the

White House to follow suit. Of course

the White House has already warned staff

about betting on the Iran war but I

doubt they'll go for a full ban. And

again, the White House is probably in

the way of any of this AI legis even the

safety stuff passing because they're in

the pocket of the AI industry. So

thoughts on on this effort by um Chris

who was Chris was a tech billionaire at

a company. He's really interesting. He's

been very involved in San Francisco

politics, but this was interesting for

him to sort of go against these pro- AAI

packs which are led by essentially Mark

Andrees and his gang, his mob. Um

thoughts on this?

Well, it's just it's feeling a vacuum.

It feels as if there should be federal

legislation. What what I find most

interesting is I think that the entity

or the part the touchstone or the the

visible object or the cudel, whatever

you want to call it, is going to be data

centers. And what's interesting about AI

is that your approval of AI the two

brands that have in registered the

greatest brand destruction have been the

US abroad over the last few years. We

used to be the enforcers protecting

people of the west from rogue nations.

Now we are that rogue nation. And uh AI,

the brand AI has just taken an absolute

nose dive because the only population of

the cohort where that where AI has over

50% approval is people making over

$200,000 a year. Because if you're

wealthy, you see AI as powering your

401k, an opportunity to make money. You

may use it at work. You feel pretty

secure about your job. But what a lot of

um lower-income people think is that AI,

the only visible representation of AI is

a data center that's going to send their

electricity rates up while private

companies that they don't even have

access nor the money to participate in

boom in value. I think data centers are

going to be ground zero for this battle.

>> Yeah, it's one of them. I think a lot of

it I think people just have like a a a

real antipathy towards AI at this point.

Even if it's it's a good thing in some

ways, right? I think they really, you

know, these packs, they'll work, they'll

work day and night. The same thing with

the crypto industry, you know, which had

sort of a faint distasteful

aroma to it. Um, and it really but it

still was effective with all the

millions they're spending all over. And

by the way, Musk is part of this.

They're all trying to stop it. It's

interesting that Anthropic is on the

other side or Chris Larson's on the

other side. So, there's a lot of tech

billionaires um lining up to to stop

that. And I it's it's not good for

anyone. Alex Boris is a really

interesting candidate. He's in that part

of Manhattan. I think it's uh Jack

Schlloberg, George Conway are all

there's a whole pack of people running

in that area. Um and Alex is trying to

sort of stick his head up as the Mr. AI

regulator, but it'll be uh it'll be an

interesting case of who wins here. A lot

of people think the candidates or the

party that is sort of sort of vaguely

anti-AII has a better chance in the

midterms. I don't know if you think

that's so, but there there is

legislation. It's just that this this um

administration is just not going to pass

any of these laws because they're

they're getting so much money from the

AI companies. I don't see them. That's

the only people they ever have at the

White House are AI people. Never have a

critic. Never have anybody who's against

it.

>> There was this great Hugh Grant Nicole

Kidman show called The Undoing where

they're trying to solve a murder and the

defense attorney says, "People hire me

to um create muk." And that's what's

going on here. I think that's what the

the AI guys are going to do. I think

they're just going to create a ton of

confusion around this

>> and make it difficult to pass anything.

And also, they have the money. My

understanding is they've already

>> pledged about a quarter of a billion

dollars. And just for reference, leading

up into the 22

>> midterms, pharma spent

>> 26.

>> No, this is I'm using 2022 just as a

benchmark.

>> Oh. Oh, okay. Got it.

>> But the pharma lobby spent 380 million.

Insurance spent 159. real estate spent

139. I think you're going to see far

more than that spent by the pro AI

lobby. I think it's going to be sort of

uh they'll try to couch it as we're

we're for safety and children. We need

to do this thoughtfully and the anti- AI

will be a grassroots and it'll be

focused on data centers. They're

environmentally damaging to us. they not

creating any jobs and all they're going

to do is send your already soaring

energy costs even higher,

>> right?

>> Um, so I [clears throat] it's gonna be

it's it's going to be an interesting

it's going to be an interesting proxy

for how people feel about AI and

technology.

>> I I don't know. I feel like it goes back

to the Bezos thing is they're trying

nobody likes them anymore. Like they

have become villains. They are villains

now. And so I no matter how much money

they spend, people are like I I can't

tell you how many people come Scott

really interestingly over the past week

people have come up to me and said thank

you to you and I for being at least

critical in a smart way like very you

know not just screaming about it but

explaining it. Um, I just feel like

these are villains now and they can

spend as much money as they want, but I

don't think it's going to I think people

in their heart feel very nervous about

it and very very distrustful. And I know

it doesn't correlate with how much money

like the Prada was, but the story is

about corporations you, tech

companies you. That's really

what it's about. And I think and it was

it did it in a very subtle way. Um, but

it's they've got I'm not so sure it's

going to work. And the same thing with

these the prediction markets. As much as

they're interesting, everyone's got a

little funny feeling about it. I mean,

obviously the Senate, nobody in the

Senate should should be on prediction

markets if they have information

>> trading. Well, both. You're right. Um,

the prediction market is even worse on

some level because it's like, let's bet

on the war. Let's bet on death

essentially. Um, and and it should be

the White House. It should be the the

House. It should be all of them. It's

not free speech. It's you have unique

information. You're there for the public

service. And while you're there, you're

not going to be gambling essentially,

which is what I think it is.

>> We look there's two issues here. One,

and we'll come back to this. One is how

the general public feels about AI and

how the brand has eroded dramatically.

And then there's in my view, we should

follow the Singapore model. An entry-

level minister earns the equivalent of

$800,000

and $1.7 million US for a prime

minister. The objective of our elected

representatives, the incentive should be

you are there to make Americans

wealthier, not to enrich yourself. And

what Americans see right now around AI

is the following. It's making a lot of

people a lot of money, but the only

thing I see is risk peril according to

these guys. And my electricity costs are

going to go up. So, I'm supposed to like

this. Oh, and by the way, the the the

ultimate poster child for bid tech for

tech in this age is Musk.

>> Yeah.

>> And he does not acquit himself. Well,

>> no, he does not.

>> So, it used to be it used to be Gates

was a little bit awkward. It used to be

and then went on to I think I think get

very concerned about public health and

in developing nations. Steve Jobs at a

minimum was was likable and seen as a

visionary. The new spokespeople for tech

are Musk, Altman, right? Um I don't even

think Bezos he was kind of left. No,

don't you think he's kind of left?

>> I think people think of himm I think he

looks like, you know, Daddy Warbucks

except not nice to Annie. And then

unfortunately or not fortunately or

unfortunately the other person at the

center of this that's that's identifying

or marking the age around technology

because he was so close to so many of

them is Epstein. So what do you have?

You have increasing electricity costs

wealth wealth accretion that you're not

participating in peril that supposedly

the inventors of this think is

everywhere. Oh, and let's add in a dash

of pedophilia.

Welcome to big tech. Like who are the

her who are I mean do maybe Dario Amade

who who are the heroes here that are

supposed to be

>> Cuban. Daario

>> Do you think Cuban's associated with

technology?

>> I do. I do. I'm just saying but I think

he's not he's not associating with it.

I'm just saying there are better better

heroes here. Like I would say Asatcha

Nadella could fill that role. Um Tim

Cook could have except now he looks like

somewhat of a Chad. Um,

you know, I don't I agree with you. I

think I've never seen such a thing

happen. I mean,

>> just 10% of Americans are more excited

than concerned about AI. As of March,

uh, twothirds of Americans have not have

not much or no exposure to AI at work.

Twothirds of Americans think that AI

will eliminate more jobs than it

creates. Less than a third of Americans

trust AI. And 77% of Americans think AI

poses a threat to humanity. So, okay.

Threat to humanity,

>> but my electricity costs are going up.

>> Yeah.

>> So, I'm living here.

>> I'm kills us.

>> I can barely afford gas.

>> Yeah.

>> I don't have my affordable care

subsidies,

but the but Open AI is raising money at

$850 billion to to fund something that

supposedly is a threat to humanity. What

do you know? People aren't excited about

AI. They've done th this is the worst

managed brand in a long time. I don't

know what they can do to get it back. I

really don't at this point. We'll see if

they can't, but they're just all such

every time they open their mouths. I

think they should stop talking. That's

my feeling. Anyway, we need to go on a

quick break. And when we come back,

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Scott, we're back. We have to talk about

Apple's latest earnings and what they

mean for the company's future strategy.

They just had their best March quarter

ever, beating expectations with 111

billion in revenue, up 17% from last

year. iPhone is still the engine. 57

billion in sales, up 22% in their

services business. That's iCloud, Apple

TV, and subscriptions. Just hit an

all-time record of nearly 31 billion.

But the company also announced it's

abandoning its net cash neutral target.

Some analysts say this is a signal that

Apple's about to make uh a major AI

acquisition, possibly the AI startup

Perplexity, which has struggled compared

to the others, but uh and have a range

of issues around it. um talk about

should Apple buy into the AI uh

business? Um first, what do you what do

you think about this?

>> Well, first off, this really is sort of

a a run through the tape high five, you

know,

>> nice last quarter for Tim C.

>> Yeah. Yeah. Uh best Q1 ever, revenues of

111 billion, up 17% year-on-year,

beating Wall Street estimates of 109

billion.

>> The stocks trading up 3% after hours.

They one of the things I love about

Apple is they've figured out we're a

mature company. We're not a growth

company. We're still growing, but we're

going to return um money to

shareholders. They do it through

buybacks. They just announced hundred

billion dollar share buyback. They've

raised their dividend 4% to 27 cents per

share. iPhone revenue rose 20 22% in the

quarter with Cook calling the iPhone 17

lineup, which I wasn't a fan of. I gota

I got to own that. The most popular in

our history. got that one wrong. The

revenue was constrained by supply

issues. Q3 guidance revenue growth of 14

to 17% year on year and the new CEO

joined the earnings call and was

introduced by Cook uh which was the

first time I think um first appearance

since the transition was announced. He

praised Apple's financial discipline

under Cook. And the thing I love I

respect so much about Apple is that

companies typically have a tough time

acknowledging they're no longer a

teenager and they stuff their face with

Botox and fillers and they don't want to

they don't want to act like a mature

company and be very disciplined which

goes to your question around AI. I

personally think and watch by the time

this airs they'll announce they've

acquired perplexity. I think Apple's

culture is so strong that they've

decided that they are not an inquisitive

company that they don't like acquiring.

They they've made fewer acquisitions

than any company of their size.

>> And I wonder

>> the headphone company's the last one I

remember

>> Beats, right? But in my view,

what they've decided is similar to the

search wars, let's return. Let's not

let's not engage in the I AI wars. It's

too expensive. There's too much capital

in it. Let's continue to be the arbiter,

the toll

um in custody of the billion most

attractive consumers in the world.

>> Like with maps, the way they got out of

sort of got out of maps,

>> they get and they manage and granted

there's been antitrust action against

it, but they managed to get a $20

billion licensing fee to be the default

search engine from from Alphabet. I

wonder if they're going to say, "Look,

we'll use AI to improve our targeting

and improve our Apple Music, but we're

going to at some point have an auction

and auction off Access as the default

LLM and they're going to get tens of

billions of dollars.

>> They buy something and just because this

this is sort of the heart, whatever you

think of AI, it is at the heart of your

services. You can't just like it's not

you can't vendor it like you would um

search or um or map. Search has been

pretty central.

>> Yes, but it's not that. There's a whole

bunch of things you do on an iPhone

that's not just searching. And you don't

use search internally on the phone. You

use it when you go outside. That's what

they use Google for for your for your

browser. They don't do it. They don't

power the search inside of Apple. They

have to have a AI company. They just do.

They need it to integrate the way Google

has done with Gemini. They need one. I

think they have to buy one. Um because

they're not going to be able to build

it. They keep having people leave who

running AI. It's just there's not enough

action happening there um for people to

stay.

>> So you think it'll be an aqua hire or do

you think they'll actually offer it as a

service?

>> No, I think it'll be integrated into

their services. It'll the way Gemini is.

I mean there is a Gemini separate

service, but most most of the usage of

Gemini is within the search engine,

right? Into their current product. I

don't think people necessarily like like

I go out when I want to use AI and go to

claw, right? And and sometimes I get it

in Gemini, but Gemini is not quite

specific enough and I don't want to pay

for it and I don't want more

relationship with Google and probably

one of and Claude is better for me at

least. So I think they have to have

something they integrate into their

business for lots of reasons. And then

they could also say if you want to do

something outside like with search we

have a deal with opening I think they

did have some sort of deal anyway I

think they they buy something I don't

>> to be serious in AI

>> right

>> involves this this capex you see Apple's

complexion and shareholders is Apple

shareholders have gotten their lips

wrapped around the crack cocaine of

profits you start waiting

>> I'm not talking about a customer service

a consumer service I'm talking about

integrated into their other services.

They need to have some some ability to

do that.

>> But why I guess my question is the

following. Why anthropic and open AI

both get public? One, you know, both of

them call it a trillion dollars.

Uh the new co shows up and says who

wants to be the default AI for Apple

products?

>> Yes, but for Apple products externally,

not internally, they need to have

>> they need I I agree. They need to have

AI competence,

>> right? And that's why they need to buy

something like perplexing

>> because you don't think they can recruit

the people to build that.

>> I can't. They have lost people. You go I

I don't pay attention to every turn of

the screw with all these AI people

moving around, which they do like a lot,

but they've lost quite a few people

running. It's just not it's not where

the action is. And so the they're going

to go and so they have to have a

competence by having a like a perplexity

to run the internal stuff that you don't

see necessarily. And then for a consumer

service, it's just like with search,

there's search in Apple that's not

Google, but then they go and get it for

the external stuff for customers where

it's like, why should we pay for a

really robust search service? It just

doesn't make sense. Why should we pay

for a map? I mean, they still have maps.

That's not true. But mostly it's Google

maps, right? They that's who they get a

big chunk of money from and that's who

their default is or default browser.

Here we have, you know, the Google

browser essentially. And so that kind of

stuff, it's like why bother doing that?

This is integral to their how they get

you songs. How they get you they can't

have open AI give you song information.

It just doesn't make they need to do it

themselves certain things. That's my

feeling.

>> Yeah. I I I find the product I haven't

you know I pull up I'm now running

running and doing more zone two exercise

but

>> good.

>> Yeah I know. Thank you. And then but I

do um when I bring up Spotify, they have

that AI DJ.

>> I'm trying to think you think that Apple

needs AI. How would that manifest in the

customer consumer experience?

>> You don't see it. You don't just the way

when you go to search right now with

Gemini, it's there, right? It says this

is the Gemini. You don't even have to

tell me. It's just just search. Like I

don't know why they have to.

>> When I'm on Apple phone, though, I use

Google search,

>> right? But internally as they they serve

up all manner of things to you they

they're using Apple techn they just need

to own they need to have a basic level

of competence in AI to serve much of

their stuff and then the external stuff

they can get piles of money from

whatever company I bet it'll be claude

that's my guess but they need to own

something so if only to maintain those

relationships right to under I just

don't think they can be without AI

expertise but they don't need to offer a

consumer service. They're never going to

offer a consumer service. It's not their

strength anyway. Their strength is their

ecosystem. Anyway, we need to move on.

But the Pentagon just made a slew of AI

deals. Speaking of, this is an AI week

here. Um Jeff Bezos's tuxedo and AI

dudes. Um announcing last week that it

reached agreements with Amazon,

Microsoft, Nvidia, Oracle, and a startup

called Reflection to use their

technology for quote lawful operational

use. Uh I don't trust them at all. These

companies join XAI, OpenAI, and Google

in providing Pentagon Pentagon with AI

tools. The Pentagon says these

agreements will accelerate

transformation toward making the US

military an AI first fighting force.

Notably, Anthropic is still out of the

mix despite that recent productive

meeting at the White House. Just last

week, Defense Secretary Pete Hegath

called Anthropic CEO Daario Amodi an

ideological lunatic. Uh he's such a

um you know this they should

spread around the wealth here but and

not just rely on one company obviously

and let them fight it out but I think

nonetheless from what I understand from

everyone who works in government Claude

remains the top player here and it's

it's stupidity on the well it's kind of

saying things twice stupidity on the

behalf of Pete Hexat you have to assume

he's smart in the first place which he

isn't I think he's going to be out I I

have this feeling he's out

>> I do I don't know why I just was like,

"Oh, he's going to get rid of him. He's

too much of a He's such a like I

know he looks the part and he's like

does his chest puffy thing for Donald

Trump, which he likes, but I just think

he's I think the knives are out for this

guy cuz he's such an I just can't figure

out which one they're going to get

first. Patel or uh and by the way, SNL

did a great job on both of them this

week." Um

>> Oh my god, did you see

Patel and of course Colin Jo as Pets is

just fantastic. Um, but I think he's a

and it's fine to have all these

people come in and do this stuff. Sure,

why not? It just seems like that's a lot

of people in there in that room. I don't

think it's I feel like somehow it's

probably too chaotic to have all of them

there on some level. Maybe not.

>> It just seems to me that to a certain

extent Anthropic can declare victory and

go home and be one of the seven

companies or not.

>> Yeah.

>> The Department of Defense they black

they blacklisted Anthropic. Anthropic

feels like and Dario Mode I feel like

kind of the first person who sort of

said no to the tech bros and to Haggsath

and Trump and he's gained I think a lot

of stature from that.

>> Y

>> and but at the same time he can say that

fine I'll be one of the seven companies.

The the breakdown wasn't over

capabilities it was over guard rails.

Right. The DoD wanted uh Claude

deployable for all lawful purposes.

>> Right. Which they didn't Yes. and and

Anthropic said no to autonomous kill

decisions.

>> And so a federal judge said the

Pentagon's move looks like an attempt to

Anthropic, which is an it's just

so weird all these all these tech bros

who are all looking for the next check

and bail out in their own crypto scheme

going after Daario. I think it's I think

Dario's in a great spot right now

>> for the next era. Oh wow.

>> Yeah, he looks really solid. next. If

there's a Democratic president, he's

gonna be the poster child.

>> The most interesting argument I've

heard, and it really made me think about

this, was that all of these guys are

claiming that this is more powerful than

nuclear weapons.

>> Mhm.

>> We don't have private ventureback

companies making nuclear bombs.

>> Correct.

>> So, it's like, okay, if you really

believe that, then shouldn't shouldn't

you all by virtue of defense for for

defense reasons be governmentont

controlled and owned companies? Yes.

Yes. Yes.

>> Or highly regulated

>> because you're claiming that these

things are more powerful than any

technology ever. We don't like

>> Scott, stop making sense, please.

>> Well, it it's just so it feels to me

like they're setting themselves up. I'm

really excited about the potential for a

Democratic administration because I

think there's going to be a lot of

momentum around all right here are some

basic common sense regulations we would

apply to any technology that is a

quarter of what you claim the peril is

here. You're the ones saying it's going

to take employment over 20%. By the way,

the French Revolution and the Weimar

Republic descending into darkness

happened when they hit 20% unemployment.

Uh you're claiming this thing. You're

claiming this thing is learning so fast

that it'll be able to turn on itself.

Well, okay. So, shouldn't that mean you

are not allowed to release anything to

the broader public until we have given

you the badge of clearance on it? That

it's just I think it's just going to be

so easy for somebody to kind of step in

and say, "All right, you guys win. you

have scared us so squarely and so

rightly that we are going to we are

going to um have regulators and the

defense department and the DOJ in your

knitting folks and at the same

time they need to strike a balance such

that Chinese LLMs don't get well ahead

of us but at some point you have to

realize okay when does when does the

well-being of civilization begin to even

remotely rival the excitement of your

IPO. It's just the the tech bros have

become so used to as long as long as I'm

going to get my face on the NASDAQ

billboard, I can overrun all social

concerns and I can even brag about how

dangerous this is. As long as I

use it to extract or pull the future

forward with cheap capital. I think

these guys are really sticking their

chin out. They're sticking and then they

have you know again Emil Michael is

there all their best buddy which who is

from there you know gaming the situation

because the Pete Haggath doesn't

know anything and so they're just

they're sitting let me say when if the

Democrats do get control in a in a

strong way you need to flush all these

people down the toilet like immediately

like not even like let's all try to get

along first you take them out and then

you start over again and I think puts

Daario in the best position in that

regard. Um because he had the he had the

guts to speak back, you know, or at

least push back on just the most

illogical, moronic statements by the

defense department under this incredibly

unqualified

uh cabinet secretary. I mean, really,

it's so it's so ridiculous. Um one of

the problems, you know, sometimes

there's nefarious people who are smart,

right? And you're sort of like, oh,

we're in trouble. But this is a

Like an actual like the moronic nature

of both Cash Patel and Pete Hegsth is so

apparent. They're not sly. They're not,

you know, silly evil or evily sly or

whatever. And

>> I think Cheney is shaking his head.

>> Correct. [laughter]

I was like, uhoh. Cuz he knows, right?

He could do something. Um but I just I

you're right. Dario puts himself in a

much better position for what's next if

we make it there. Anyway, um, one more

quick break. We'll be back for wins and

fails.

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Okay, Scott, wins and fails. Why don't

you go first this week?

>> Uh, well, my fail is the board of

directors for GameStop. If you're going

to be an SEC publicly listed company,

you have a fiduciary responsibility to

not to not impose a tremendous burden on

other companies who are trying to serve

their shareholders and and serve their

consumers and their employees. And when

you make these ridiculous offers to

another company that has absolutely no

credibility, veracity, likelihood of

going through, you're just in in in some

weird attempt to like ignite another

meme craze in your stock. That's just

irresponsible and reckless. And there

needs to be generally speaking in

business within from public companies to

other public companies, there is sort of

a code. You don't like when when when

we were thinking about acquiring a

company at a public company and then we

decided internally it doesn't make

sense. We immediately

sent them a letter saying we're with

trying consideration because we don't

want to tie them up. We want we want

them to get on with their business and

their life even though you could do it

to distract them. But I was on the I was

on the board of Urban Outfitters and at

one point we were considering acquiring

Abberrombian Fitch who at the time was

>> hugely diminished.

>> Wow.

>> Oh, by the way, Cara, we missed that

one. We could have picked it up for

pennies.

>> Pennies.

>> And it's come it's come back hugely.

>> Oh, has it? I didn't.

>> Oh my gosh. Abraham, that would have

been that one got away from us. We came

very close. the Haney family that runs

and controls Urban Outfitters are very

very smart people and and but ultimately

we passed. But the moment it was like

the moment we made the decision, we

could have gotten in the way of other

competitors, American Eagle or whatever

to acquire it, kept it on the market for

longer, but it was like no, there's a

code amongst good fiduciaries where you

immediately say we're not going to be a

bidder here such that they can get on

with trying to sell it to somebody else.

And this is such

It's just irresponsible. I just I just

hate this from like a a decorum

standpoint. It's a waste of everyone's

time. He's not serious. And I love the

fact that the market has responded by

taking the stock down 11%. Anyways, it's

kind of weird.

>> Ryan Cohen's an ass clown. I mean,

sounds like the right word.

>> The the my win is um uh uh Senator and

University President Ben Sass. Did you

see a 60 Minutes interview?

>> God. Oh, it's heartbreaking. I I it it

really and of course I turn everything

back to me. I find he is such a like

he's the best

of conservative values.

>> I would agree.

>> You know, his ability to talk about his

faith, uh God, his fidelity to the

Constitution, his fidelity to his family

and couch it as as he struggles with

pancreatic cancer. It's so eloquent and

so moving. And I was um um struggling

with something that happened to me that

really upset me this weekend. And he I

watched his interview and he talked

about

um that at one point before it was he

had the diagnosis of pancreatic cancer,

he had he said hundreds of tumors around

his spine, unbeknownst to him. And he

was in such intense, crippling pain that

he was taking a dozen scalding hot

showers a day that would provide him

just minutes of relief and then he'd

have to take another hot shower. And so

I started a practice where I'm like,

"Okay, imagine you have that kind of

pain, tumors all over your spine, and

all you can do is lay down and then take

another scalding hot shower." I'm like,

what would this problem mean to me at

that point?

>> Mhm.

>> And it's a really healthy practice.

Anyways, I have my my Ben Sass tumor

practice now.

>> Oh goodness. Yeah. And

>> you know, can I point out there's a lot

of really amazing mRNA technology

happening right now about pancreatic.

It's not going to

>> Well, he's still alive because of some

of those technologies.

>> Yeah. But it's still is probably too

late. But there's so much going on. Of

course, this administration's been

cutting all these things. But he also he

was one of the first people to go

against Trump too when it wasn't

convenient.

>> He also had a really lovely statement

when they were talking about the worst

thing about his illness. He stated that

he was really sad that he wasn't going

to be with his wife for his while a

while. I mean it was just so such a

lovely testament to his his wife and the

way he framed it that he's gonna that he

believes they'll be together again but

he's upset that he's he's gonna have to

wait. I mean, this guy I it's Democrats

should a sigh of relief that he is not

running for president on the Republican

side.

>> Well, except the Republicans rejected

him because he was early he was an early

Trump opponent and then he got sort of

>> Oh, I think he could have carved out a

big lane.

>> I don't know. He he got drummed out. He

was one of the people like Liz Cheney

and so he was in that gang that got

shoved out of the whole party because

they needed to be in uh you know the

Trump Hallelujah Choir. Um, so I I

always found him to have a lot of

courage even before this.

>> I reached out to him his people over the

weekend. He's going to come on uh the

prophet pod.

>> Good.

>> Um, but anyways, my win is just the just

the perspective.

And I I think I I would I would

recommend that everyone watch that

interview. It really does remind most of

us. It's like that monk saying that the

man with good health has a thousand

problems. The man with bad health has

one problem. When you hear what this

guy's going through and you hear you

hear how just articulate he is about

government and and his views on things,

I I really found it. I thought, God,

this guy's such a great role model. I

really hope I really hope he's around

for I I love that he's getting attention

now, but I think he's adding a lot of

really wonderful value to the public

discourse right now. Anyways, my my win

is um Senator and University President

Excellent win. All right. Um Okay. And

your fail is this board. Okay. So, my um

fail. It's Well, it's kind of a win in

some ways, but um the New York Times

interview with Tucker Carlson, he's done

a lot of interviews lately because he's

trying out all his stylings to run for

president as

>> um he's trying everything. It's

fascinating to watch.

>> The interviewer did a great job.

>> Yes. Lulu Garcia Navaro, who's a friend

of mine, um did a great job pressing him

back. He denied wondering whether Trump

is the antichrist. Lulu played it

>> played the [laughter] video

>> and then he denied it again. He denied

it right after I oh it didn't come out

of my mouth. She's like it just came out

of your mouth. He goes I never said

that.

>> Yeah.

>> It was I was like

>> funny this guy looks like you saying

that. Isn't this isn't you?

>> You know she did a great job with him

but it was just in I think the more

interesting is thing is you should watch

all of them because he's preparing for a

presidential run and so his tricks and

everything else are she's super smart.

You you may not like Dr. Carlson, but

he's highly intelligent and um and I

think he's an interesting

it'll be an interesting fight over the

Republican party post Trump. And you

know, obviously Marjorie Taylor Green is

trying to prepare her way. She changed

Trump derangement syndrome into Trump

disappointment syndrome uh which I think

is probably a more accurate for for his

followers. Um anyway, just a really good

interview. Watch it. Lulu is an amazing

interviewer uh at the times and uh but

that exchange the whole thing is quite

good but that exchange uh back and forth

is really was really something. Um

obviously my win is the money that Devil

Wars product did is crazy. Sorry you

just did yours. You just did the same

one of yours that the that game that is

a lot of money. I also it's really

interesting what's doing really well.

The Michael biopic did really well.

Michael Jackson biopic is doing

incredibly well. Um, again, it was

really Here's why I think it's a win

because Hollywood always says, "Oh,

that's a black movie or that's a woman's

movie or that's a gay man and women's

movie and that's why it's doing well."

It's just they're both I haven't seen

the Michael movie and I think they left

out some of the pertinent parts of

>> the controversies around him in this

one.

>> Michael Jackson. What controversy?

>> Oh, yeah. Exactly. Or or Hail, let's

bring in a white guy. Project Hail Mary.

Um, they're just good movies. Like, stop

having to like say, "Ah, it's the women.

Ah, it's this." Like, you just make a re

What I loved about this movie and some

of the others that have been doing

really well is they show Hollywood at

their very best. Beautifully told

stories. There's not a in any of these,

there's not a stitch of AI

anywhere, right? It doesn't feel cooked.

And that's what really is working.

People are just flocking to these

movies. And by the way, the theater was

full of not women. It was everybody. It

was really interesting. It was young

men. It was It was not I was surprised

by the audience cuz you get to thinking

it's a bunch of ladies going out and

having, you know, margaritas, frozen

margaritas with their friends and then

kicking it up in their heels, but it

wasn't. That was you. That was you

Scott. [laughter]

Um, so I just I I really like

>> I'm going to start hanging out of movie

theaters.

>> Yeah, I know. NAI movies, I don't know

what else to say. It's a push. Just like

people are don't like brand AI, they

like brand people and that's done very

good. They love stories. Anyway,

>> oh, I got a show recommendation for you.

>> What? What?

>> Shores.

>> Shores.

>> It's about this. It's about this hockey

team that's sort of the pride and joy of

uh of some small town in Canada. It's

really And of course, it's all about

It's really a story about people, but

it's really adorable and well done. Oh,

and Cara, you'll love this. Uh, Shores

is directed by the same guy who directed

Heated Rivalry, Jacob Tyranny's. There's

got to be in the Locker Room

Coming, episode two.

>> I was watching Running Point. I think

that's what it's called. The one with

Kate Hudson and Justin's in it, too.

Justin's in it a lot in this movie.

>> He's very good in that, too.

>> It's good. It's adorable. I just

finished watching. Okay. Shoresy. All

right. I'll listen to it. Anyway, uh, we

want to hear from you. Send us your

questions about business, tech, or

whatever's on your mind. Go to

nymag.com/pivot

to submit a question for the show or

call 8551 pivot. and elsewhere in the

Karen Scott universe. You're going to

love this, Scott. For the latest episode

of On, I interviewed Alen Brash McKenna

and David Frankle, the writer and

director of Devil Wars Prada 2. I wanted

to focus on them. I mean, the stars have

gotten a lot of attention, but I think

these two are at the heart of why it's

so excellent and uh and they're really

incredibly good purveyors of what they

do. Let's listen to a clip of David

explaining how he approached Meyer

Street's character, Miranda Priestley.

>> Miranda is not the villain here. Miranda

is the heroine. Miranda is trying to

achieve excellence every day and the why

does she have to be nice to accomplish

that you know and there's a long list of

mostly men of course uh who are um

highly regarded for their

superb work. I mean they might be the

goats in their business but they uh and

no one really questions how how nice

they are about about accomplishing that.

>> It's a really smart interview. I really

like to show people behind the scenes

and I think they're great. Um, and

Scott, one of the parts you'll like a

lot is Miranda trying desperately to

avoid getting in trouble with HR the

whole time. It's really reminded me of

you. I don't know. [laughter]

>> Trying to avoid HR.

>> Yes. There's, you know, she says things

and her assistant goes, "No, no." And

she's like, "What? I can't say I want to

kill myself." You know, there's a whole

It goes, it's a little bit, but it works

really well. Like I every time she did

it when I saw the same time I thought,

"Oh, Scott Galloway needs someone who

sits next to him and goes but then I

realized that was me."

>> Yeah, that's who.

>> No, no, no, no, no.

>> I think you give me You realize I have

never been in anything resembling any

type of trouble like that at a

corporation. I'm Alan Alda at work.

>> I know. I know. I know. I know. Anyway,

it was good. Anyway, it's David Franle

and

>> although I do call my assistant Jiggles.

Is that wrong?

>> Oh god. There we go. [laughter] No. No,

no, no, no, no, no. We don't do that.

>> We don't say that.

>> At the Christmas party, I ask all the

hot women to sit on my lap. Is that

wrong?

>> What do you want for Christmas, little

girl?

>> Oh my god. All right, that's the show.

Thanks for listening to Pivot and be

sure to like and subscribe to our

YouTube channel. We'll be back on

Friday.

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