Amazon's OpenAI Deal, Netflix Explores Warner Bros. Bid, and Elon's Flying Car

24:28I thought that was incredible. Have you seen Chernobyl? Chernobyl's incredible. Yeah, all of it. I mean, it's just this makes a lot of sense, as I told you, for Netflix. It does. And it all but what it does for David Zasloff is it shows off the stuff that it's worth. Like, don't let these dipshits at Paramount get everything for cheap. Right. Don't like don't hand it over to these guys who've already shown relatively bad behavior in terms of media. but it's so valuable like the studio and streaming stuff and then you can figure out what to do with the new stuff just spin it all together give it to Versant that's what someone from there was saying let's pronounce it Versant not Versant Versant Versant like it's a croissant I don't know it doesn't make it any better but what they're probably doing I would be shocked I think what they're doing is the following I think By the way, MOLIS has established itself as one of the, is absolutely, in my opinion, the premier investment bank as it relates to media.

25:32They're outstanding at what they do. What I think this is, what they've probably done is they've all signed crazy NDAs. And they're, I would bet, openly communicating. Would they be doing? I think they're willing to take pieces. I can't imagine the Ellisons want all of this. And I would imagine that Netflix wants certain things that Ellison does not want and vice versa. And this might be a club deal where they take certain stuff. And meanwhile, what you have is a CEO who's added so little shareholder value, who's positioning them against each other to do shit like maintain his leadership role and feather his nest.

26:14The only thing I know that's going to happen here is that David Zaslav is about to become the Adam Newman of media. And that is make a shit ton of money for destroying a lot of shareholder value by playing these guys off of each other. By the way, Warner Brothers Discovery, there needs to be a special committee of the board looking at every deal. And Zaslav is there to wave his hands and get them excited. He should not be negotiating this deal. Because the one thing we know about Zaslav is he will extract a great deal of shareholder money and put it in his pocket as opposed to shareholders. If he gets a lot of money for it, I guess it'll be worth it to them.

26:51But it is interesting that now there's some activity. And again, as we say, guys, get in here. There's some very valuable things. Don't let the Nepo baby get everything. There's stuff that's real. And also for Comcast, too. Same thing. Same thing. Same thing. And there's ways to do this. Anyway, I just like to see a fight. Fight, fight, fight. All right, Scott, let's go on a quick break. When we come back, Apple and Amazon earnings.

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30:58Scott, we're back and we've got more earnings to discuss. Let's start with Apple. The surge in iPhone sales, surprise, gave Apple a big boost this past quarter, sending total revenue up$102 billion, up 8 % from last year. Wow, that's a lot. It went to 102, up 8%. But it was a mixed bag for other parts of the business. iPad and wearable sales were flat and sales in China fell about 3.6%. That's not a surprise. Although they don't have really sexy, the watches weren't that big a jump. I didn't get a new one, and I usually do. CapEx came in at$12 billion for the year, up 35 % from last year and expected to grow.

31:35But it's still pretty low compared to what the rest of big tech is spending on AI. They seem rather frugal comparatively, but the others are spending like the proverbial drunken sailors. And speaking of what other big tech companies are spending, let's talk also about Amazon. CapEx continues to surge with more than$34 billion spent in the last quarter and a full year total expected to be to top$125 billion. AI spending seems to be paying off. Amazon Web Services revenue jumped 20 % from last year. It's fastest pace since 2022. Overall, it was a strong quarter for Amazon with$180 billion in revenue and sales up 13 % year over year.

32:17And by the way, OpenAI just signed a$38 billion computing deal with AWS, another one, one of these, and its first contract with Amazon. So talk a little bit about this and how these companies can usually succeed in spite of tariffs. Obviously, they aren't affected by them. Well, Amazon might be a little bit, and Trump chaos in general. I think it plays. On Apple, too. Although they've gotten some exemptions. It's not clear what, you know, that gift, whatever it was. The golden calf, as I like to call it. Go ahead. Yeah. Yeah, who knows what the tariffs are going to be on Apple. Apple, I would describe Apple's earnings as unremarkable, but stronger than people expected.

33:00I think Apple's the most expensive of those stocks right now. I'm actually thinking about selling my Apple stock, which I've owned for 15 years, just because they're growing single digits, but they're trading like a growth stock. But I always buy the new iPhone. I find the new operating system to be a bit cumbersome. Me too. But the battery life is great. And also iPhone sales, we don't know how much of it was front-loading because of tariff scares, but the company continues to do well. They have been sort of a sleeper on AI. We'll see if they come through and do anything. I think that Apple, I mean, what Apple has done that will go down in the history books and they continue to do is that what they have pulled up, the iPhone is the most successful product in history if you just look at the amount of gross margin or gross dollar margin that's been created.

33:48And the analogy I always use is that imagine an automobile company had the margins of Ferrari with the production volumes of Toyota. It's the most, this just is sort of an anomaly in marketing. Typically, you go one of two ways. You go for the mass product that's a lower price, or you go for a niche lower volume product that's more expensive. The iPhone is the most expensive phone on the market, but also the largest volume seller. You're never able to pull that off. And they continue to sell more and more of these iPhones. It doesn't look like we keep predicting it's going to be spatial computing or there's something else.

34:21It doesn't appear. It appears that they're stronger than ever. Amazon, which again is my big tech stock pick for 26, beat on bottom and top lines, up 13%, good AWS growth. By the way, sent the stock up 13 % after hours. AWS reported 20 % growth versus a whisper of 19. Their kind of AWS performance pushed back on the overhang here and that the overhang or the cloud over their cloud offering is that it's behind an AI. Their cloud growth hit its fastest pace in three years. And Amazon added 3.8 gigawatts of new power capacity more than any other cloud provider. So they're going further downstream and giving the market more comfort that they have the power to actually do this shit.

35:05It opened something called Project Renier, an$11 billion AI data center built to run Anthropic models, which is part of a partnership that will see Anthropic using 1 million Tranium 2 chips by the end of 2025. Yeah, that's their big part. That's Anthropics' big part. Well, and get used to this term, Tranium 2, because I had never heard this term. Tranium 2 is Amazon's in-house AI chip that has become a multibillion-dollar business growing 150%, not year-on-year, quarter-on-quarter. So now Amazon is in kind of the niche NVIDIA business. Let me just tell you, you think they all want to depend on NVIDIA?

35:45No, no. Oh, they're all trying to figure out a chip. He's got a limited time. And Amazon raises 2025 CapEx forecast to$125 billion, signaling that AI demand is still accelerating. And by the way, you brought up a key component, and that is as a percentage of their top line revenue, Apple is dramatically an underspender in CapEx. So are they riding on the rails? They're riding on the rails because you see AI throughout the phone. I'll tell you, in this new system, it's always answering AI-like questions. Although, you know, whether you're using another app, every app has it in it. It just is using other people's AI.

36:23They're at a different point in the life cycle. And that is Apple, here's the problem. When shareholders get used to profits, it's like their lips get around the crack pipe of profit. And you take the crack pipe away, they get very angry. And basically Apple, I don't want to say it's a financial engineering company. But basically, their share buybacks, they've bought back like a third or a half of their stock. And the way their stock keeps going up is they're a cash generation machine, and they use that to buy back stock. So if a company, whereas with Meta and Amazon, people were sort of have a very recent memory of extraordinary CapEx and doesn't punish Amazon to the same extent if they reduce their profitability.

37:06And put another way, Apple acts and behaves and has shareholder expectations that it's more of a mature company, whereas the other three are still seen more as growth companies and their shareholder base has a greater tolerance for investments. So for example, you mentioned Jeff Bukas. The reason Jeff Bukas sold at the top of the market and convinced his board we should sell to these drunken fools at AT &T if they're willing to pay this money, because if you want me to compete with Netflix, I've got to go from being very profitable to very unprofitable. And our shareholder base didn't sign up for that.

37:41And there's going to be a revolt and this thing's going to sell off like crazy. So in addition, I'm just blown away by Amazon's push in automation. If not for a one-time FTC charge and severance costs, operating margins would have hit 12%, which is a record high. And again, the piece of the earnings call that just blew my mind in the retail unit, they are predicting by 2032 or 2033, in seven to eight years, they have put this out there. We can double the revenue of the second largest retailer by gross dollar volume in history, just behind Walmart, with no additional people. Automation. Automation.

38:24You know, by the way, they're way behind China, just so you know. Just like you've seen some of this automation stuff happening. I think, and I've said this over and over and I wish you would focus on it, is everyone's focused on AI. I focus on robots and automation. Like that to me is where these leaps and bounds are happening in ways that really truly do save money in a different way. I think AI combined with automation and having just been in Korea and seeing some of this, it's really quite astonishing, the cost savings in so many ways. And how far this automation has gone, I think it's the – I think AI is doing the fan dance, but automation is something people should be paying attention to.

39:06And Amazon has always been forefront when they bought Kiva. It really made me sit up and take notice at the time. That was many, many years ago. All right. Also, President Trump says that NVIDIA's most powerful AI chips, the Blackwell series, are staying in America. Trump told 60 Minutes that China and possibly other countries wouldn't be allowed to buy them, basically keeping America's AI technology at home. Trump did leave the door open for China to buy less advanced NVIDIA chips, which they are apparently, but not the top tier stuff. This came just days after he met with Chinese President Xi Jinping in South Korea, where Trump said the chip issue didn't actually come up in conversation.

39:44So this is the result of all the Trump glossing of Jensen Huang. I was a little confused by this statement. But I guess they're not going to be able to sell them. So there. There's a very interesting debate taking place in the dynamics around global trade. And that is we sequester or embargo our chips from being shipped, our best chips being shipped to China. The question is, should we not be letting China create parity in terms of the most sophisticated brains to the power of weapons, media, or was that just motivation for them to do a workaround, right? And by the way, I don't feel like I have an answer on that.

40:28I think it's a really interesting argument. Let them steal our stuff and do a workaround. I think that's the – Well, that's right. You create incentive for them to call on their operatives. And by the way, I think what's interesting is I was speaking to someone who was in our intelligence apparatus and he's like, do you realize no spy ever thinks they're doing anything wrong? If you're a Chinese national and you're given an unbelievable opportunity to come study in the U.S. and they get you a job at Google from someone they know who shall remain nameless and they start asking for your advisory and your help on stuff, you don't feel like a spy, right?

41:02You don't feel like you're spying for the U.S. and there are Chinese operatives everywhere. There are Chinese soft assets everywhere. And their playbook is okay. If Siemens, if you're not going to sell these cell towers because you see strategic initiative in it, and I don't know if that was the case, we'll figure out a way to reverse engineer them, get some key critical IP, copy it, and sell it back to you for 40 cents on the dollar, which your telco operators are going to love. So would we be better off capturing all that shareholder value and saying, okay, we'll sell you these GPU hoppers? I don't know the answer to that.

41:33I think it's a real conundrum. What I'm increasingly convinced of, and when this is our prediction a couple of weeks ago, I think if China really wanted to go for our heart and lungs and really like go for the jugular, they would be spending a lot of money and coordinating an effort to dump. So the U.S. steel industry, essentially the Chinese were accused of dumping. And that was, okay, we have all these steel plants in mainland China. We're going to dump steel into the U.S., meaning we're going to price it below production costs. We're going to put every U.S. steel company out of business, and we're going to consolidate the market, and then we'll raise prices.

42:12And by the way, a lot of big tech companies are accused of that. Amazon was accused essentially of dumping retail, pricing it below their costs. No retailer could keep up. boom, they own 50 % of all e-commerce. And what do you know? They have slowly but surely raised their prices, right? I believe that China, the CCP, the key gangster move for them would be to dump AI, would be to dump LLMs. And that is create a series of LLMs and maybe chips and even new technologies, open source, open weight, dump it into the US market and basically ruin Sam Altman's fever dreams of having a trillion dollar IPO when every college kid starts using this new LLM or AI that is free and they can download in a second and, or big enterprises start signing up for enterprise licenses, or they say, we have a new LLM and a new AI technology that's not going to require you to build a bunch of nuclear power plants.

43:11If I were she, I'd be like, okay, We're not going to go after them kinetically or economically. What we're going to do is we're just going to engage in AI dumping because it is so striking. Do you realize if it wasn't for AI right now, the market would be flat? Flat, yeah. You've said – and this is what's – you made the thing that Amanda still brings up is which is like Trump would be in a lot more trouble if AI hadn't been boosting. We'd be in recession. GDP growth would be zero to negative right now if it wasn't for AI and the promise of AI. And all you need to do is pop that balloon and say, guess what?

43:52We're going to Old Navy your ass. We're going to offer 80 % of your expensive LLMs and expensive technology. And we're going to do it for not 50 % of the price, for 0 % of the price. And the thing about China is that the CCP can do this. They run their companies for control, not for profit. But I think there's real existential threats here from China around AI. Well, we'll see. If they do it, we're going to blame you, Scott Galloway. There you go. Happy birthday. Well, we'll see what happens here. But you're right. You're right. This is all an AI party that we're all living in. And we'll see if that sustains itself.

44:26All right, Scott. Although if you're a doomsayer, the problem with the AI people is you have one normal critical thing to say. And they're like, you're a doomsayer. And you're like, no, I just am a reasonable person that wonders, you know, that everything isn't going up and to the right. And speaking of which, let's go on a quick break. When we come back, Elon says flying cars are coming soon. Sure.

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48:16Scott, we're back. Elon Musk is talking about the Tesla Roadster again. Remember the sports car he's been promising for about eight years? That's, you know, when we were supposed to land on Mars, and before that we were supposed to get full autonomous, none of which has happened. He told Joe Rogan that Tesla is hoping to finally unveil it before the end of this year and hinted that it might be able to fly. He can't even deliver the car, but this is what he said. Let's listen to what he said about it. Like, this is some crazy, crazy technology we've got in this car. crazy technology crazy crazy so different than what was previously announced and yes and is that why you haven't released it yet because you keep fucking with it that's crazy technology okay it like is it even a car i'm not sure it's like Like, it looks like a car.

49:12Let's just put it this way. It's crazier than anything James Bond. If you took all the James Bond cars and combined them, it's crazier than that. He seems crazy. As always, he's making this up. I'm sorry. This is crazy to listen to him. And Joe Rogan, I don't mind Joe Rogan and his dumb incredulity. But God, can you ask a question like, hey, you haven't come out with it? Comments came right after Sam Altman posted that his who is Musk's arch enemy posted. He tried to cancel his roster reservation from 2018, saying, look, I get delays happen. But seven and a half years is a bit much. Musk's got that huge shareholder vote coming this week about his trillion dollar compensation package.

49:56So he's on the road talking to incredulous people like Joe Rogan. I mean, just deliver the fucking car, dude. Like, it doesn't have to fly. Like, this is just nonsense. This is another one of his promises that promises made, promises broken, essentially. I don't know. What do you think? Well, okay. So let's just look at the data. It's been 2 ,400 days since Elon said there would be 1 million Tesla robotaxis within the year. Oh, yeah, those. Yeah. I forgot. It's been 3 ,100 days since he said all superchargers were being converted to solar. It's been 3 ,300 days since Tesla started charging customers for self-driving software that he said would be able to drive from L.A.

50:35to New York City autonomously by the end of 2017. That still hasn't happened eight years later. It's been 1 ,100 days since he predicted that under his leadership, Twitter could reach a billion monthly users. It's been 1 ,700 days since he announced that he'd be uploading a full self-driving button to Tesla's. This is no different. I love your data. I love Scott brings the data. There you go. A man, that's why. Notes on being a man, bring the data. Swinging on those vines of data. Look, this is no different. Okay, so Trump will say and do anything to create a distraction from Epstein. Musk will say and promise anything to distract from the fact this is a fucking car company that should be worth 90 % less than what it's worth right now.

51:24The Reboven. Did you see that chart I sent you? 312 times earnings compared to like Apple at 30 or whatever. It's crazy. No, it's become a meme stock. And by the way, this is not financial, but don't short this thing. It could, who knows? They'd be crazy. Yeah. But I remember that, I think it was the Spy Who Loved Me. They had this amazing car, Bond car. So I'm fascinated by AVI. That went into space? The one that went into space? They didn't have a car that went into space. They've had a flying car and the man with the golden gun, and then they had a car that went underwater. Underwater one, yeah.

52:00Oh, I think that was a spiral of me, but I forget. Anyways, I know a little bit about aviation. It's what fascinated me. I'm an investor in two aviation companies, a company called Boom Technologies, which is trying to create the first commercial supersonic plane since the Concorde, and I'm an investor in vertical aerospace in Europe, which is trying to create this. A Velo. It's basically like a drone that carries people. Yeah, vertical lift and takeoff. Exactly. It's a super hot space. Joby and Archer are the two US leaders and Vertical Aerospace is the European leader. I know how much time, capital, and more than anything else, regulation is involved in producing.

52:40Oh, man. One of those falls on like a Christmas tree. Well, one of the great unlocks in our economy is that the FAA has basically said, we're going to certify these things to like four or five sigma, meaning that, okay, there's going to be 10 ,000 crash fatality or automobile accidents. America has been normalized by that. We have to get people so comfortable with this unnatural act of flying across the surface of the atmosphere at seven tenths the speed of sound in a metal tube with recirculated oxygen, which quite frankly feels very unnatural. So we've got to make it. Oh, thanks. I'm about to get on a plane.

53:15Go ahead. We've got, pardon? I'm about to get on a plane tomorrow morning, but go ahead. Yeah, but the reason why people don't just fucking freak out and refuse to fly is that it's the safest form of travel ever invented. I mean, it's just, we used to have to eat our nieces and nephews to get across the Rockies. Now it takes us a couple hours and we get peanuts and a ginger ale. And no matter how neurotic you are, you try to let your data take over and realize the drive to the airport was about 30 times more dangerous than actually the plane ride. But my point is the certification to get a flying vehicle, this is all just fucking nonsense.

53:52This is nothing but don't look at Jeffrey Epstein. Don't talk about Jeffrey Epstein. And don't dare you refer to my company as just a great automobile company that should be trading at an$80 billion market cap, not a$1.4 trillion market cap. This is continued jazz hands and distraction. Nobody does it better than this guy. Yeah, he's like P.T. Barnum, but except he doesn't provide a circus. He's very good at this. And so immediately I got caught up, like, it piqued my interest. And I forwarded it to the guys at Vertical Aerospace. And they came back and said, yeah, they'll show a video of this thing hovering 15 feet off the ground.

54:32It takes, I'm not exaggerating, it takes 10 years and billions to get any new aircraft into the air where you can take passengers in it. Oh, are you kidding? He can't even get the robo-taxis going that well. Waymo is running right over him. And the same thing with these. You're right. He will release some photographs. He doesn't have a Roadster. He announced a Roadster in 2018. And Sam Altman keeps posting screenshots of his$50 ,000 deposit waiting for his Roadster to show up. Yeah, he's asked for it back. But, I mean, it's just ridiculous. It's not going to fly. And, by the way, other people have been working on it.

55:05People don't know. Like Larry Page was invested in one of those flying cars. I don't doubt someday there'll be a hovercrafty kind of car, not after we're long dead, but there'll be a hovercraft type of car. But it's not going to be widespread until long after you, me, and Elon have left this planet, like, and not in the good way. This is just nonsense. And he's just doing it because he's on his little tour to show that he's like the master inventor and deserves a trillion dollar compensation. No, it's a distraction. I got to distract. It's just he's not the master inventor anymore, folks. He's just not.

55:38He could have done a lot more and said he's wasted his time on whatever the fuck he's doing. I don't. And this is just more nonsense. I think that's a little bit unfair. I think SpaceX is extraordinary. And I do think Starlink's a great thing. Well, great for Gwynne Shotwell, then. I give her all the credit. You've got to give him some credit. Oh, fine. Greatness is in the agency of others, and he manages to get great people. That's great, but he's had enough credit for her work. I just feel like it's her now at this point. Well, and I get credit for your work. I show up and press record, and you've done most of the hard work.

56:07Ah, that's not true. You've more than leveled up, let's just say. Thank you for that. You're more than leveled up. He has not. He has not. Anyway, I know you're kind to him, but this is just, doing this kind of stuff means. I wouldn't describe myself as kind to Elon Musk, but anyway. I know that. But what I'm saying, doing this kind of stuff tells me everything, which is like, it's crazy. Can't tell you. Ooh, shh. That's why I haven't gotten your car. And then Joe Rogan. I mean, it's literally like the biggest cock tease in the world that's not that attractive. It's like, okay, come on. It's like.

56:41Joe Rogan, oh, you haven't delivered to us, not because you're incompetent. Really? But because there's more. Wait, mRNA vaccines all to your DNA? Huh, that's super interesting. No one's talking about it. No one's talking about it. Anyway, whatever. I don't have a problem with Joe Rogan being as incredulous as he is. That's his brand. Anyway, one more quick break. We'll be back for wins and fails.

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58:59First, it was one alleged drug boat back in September. U.S. military forces conducted a kinetic strike against positively identified Trendy Aragua narco-terrorists. Eleven on board were killed. When you flood American streets with drugs, you are terrorizing America. Then, a second strike in the Caribbean. Then another and another. Almost every week for two months. In total, more than a dozen ships have been hit, and at least 57 people left dead. We're going to kill them, you know? They're going to be, like, dead. Okay. And Trump is still upping the ante. He's sending warships to the coast of Venezuela.

59:41But the question is why, and what Stephen Miller got to do with it. Okay. I'm Estet Herndon, filling in around here for the next few months. That and more on Today Explained from Vox.

1:00:01Okay, Scott, let's hear some wins and fails. You go first. So while we were sleeping, Amazon struck a deal with OpenAI. Their CloudArms signed a$38 billion deal with OpenAI. Yeah, we mentioned that, yeah. And it matters because if you control the infrastructure and AI models, you sort of set the terms. And so, again, I think Amazon is on a roll here and about to bust out. My fail is pretty straightforward. Stop using children as human shields. And this is just not, you know, the most critical thing, regardless of what you, and I apologize for bringing this up, The most critical thing you could say of Hamas was that they were using children as human shields.

1:00:52Whether you believe that's true or not, that is the worst insult you could make. I would agree with you on that. That was the worst insult you could make of anybody. And I think the Republicans are in a position to utilize and unlock emergency funds such that 14 million children have food. And instead, they've said no, because they care more about kids than we do. And it'll put pressure on them. This is depraved. It is the exact opposite of what it means to be a representative leader. It's the exact opposite of what it means to pretend to be masculine or a man or a leader. And by the way, I want to be clear, masculinity comes from men and women.

1:01:28It's also, I won't get into gender, but it's just so embarrassing that the world's most prosperous country has decided to engage in political warfare and use children as human shields. Also, some of the misinformation about what people can buy on Snap, they're quite strict. Hairweaves and extensions. Oh, my God. Stop it. You can't even buy, like, a roasted chicken. I don't think you can buy alcohol, can you? I go to the store. I see what's the snapshot. That's where I get my calories is from Modelo's. Yes, you can't. Like, every congressman that does that, I literally want to reach to the TV and throttle them.

1:02:06It's not true. It's not popsicles and hair weaves, folks, which is also a version of race. Like, the words they're using are so ridiculous. There's a lot of this stuff in red states, white people, poor people. There's all kinds of poor people in this country that are going to suffer. And they're not going to eat. That's really what they're not going to do. And so the fact that it has to be made up for by charities and people around the country when our government, we've paid into our government to pay for things like this. And it's worthwhile. And it is not being abused by people. And meanwhile, they have a Gatsby thing.

1:02:42Oh, it just drives me crazy. You're 100 % right. Do you have any wins and fails, Cara? Yes, I do. My fail was the interview on 60 Minutes. It was a really disappointing interview of Trump. He lied. Listen, it was good for him. He just lied continually, and they didn't catch him. I was dying. I like Nora O'Donnell. I think she's very smart. I thought she did a very tough interview with Kamala Harris. I wish that Nora O'Donnell had shown up. I wish Chris Wallace was there. I wish Brett Baer was there. He did a pretty tough interview. What happened to Chris Wallace? Chris, where are you? Chris, he's working.

1:03:13He's actually advising Paramount, oddly enough. I wish he had done the interview, honestly. He did a really tough interview on Trump that was fair, too. Brett Baer did a pretty tough one, too. And I don't often think that's the case with Brett Baer. I have newfound—I told you I went to that Master of the Universe weekend, and Brett did a bunch of panels. I think he is a very talented journalist. I did know him. I was very impressed by him. He's a very nice—he's my mother's favorite Fox News personality. Oh, really? Yes, indeed. She loves Brett Baer. He looks like the high school college football star that got a$1 ,400 on the SAT.

1:03:46Oh, does he? Yeah. He looks like a scholar athlete. He likes to sing. That's all I know. He sings with John Warner. He likes to sing? He sings with Warner, Mark Warner. The two of them sing together. It's weird. Senator Warner likes to sing? Yes, I was at a party and the two of them broke out. And I literally was like, I have to leave Washington. I love Senator Warner. I was like, I have to leave Washington. I love Senator Warner. If I could have anyone be president right now and installed, and it wouldn't cause revolution because the right doesn't think he's crazy left. It would be Senator Mark Brown.

1:04:19Yeah, yeah. He's a great guy. I had dinner with him recently. You always have to one-up me. I'm just telling you, I did. He likes you. He talks about you all the time. He's like, how's Scott? How's Scott? You know, I like him too. Anyway, he and Brett Baer sang a delightful duet at a party I was at once. And it was quite, anyway, I thought it was a failure of an interview and it was embarrassing actually for 60 minutes. They get some better questions. I think Norris certainly could have handled it, but didn't in this case, and let Trump go on and on and on. I liked her episode with Peter Atia where we got to see how long she could do a free hang.

1:04:51She's in good shape. Anyway, my win, of course, is Scott Galloway. Let's get to the top of the best. You've been so supportive. I have. What is wrong with you? Why wouldn't I be? Would you not be supportive? No, I literally think you're missing having boys around. You've been like this supportive, loving person. No, I have plenty of children to support. My children are very demanding in many ways. It's embarrassing. I do not take compliments well. I know. You don't. Just take it. Happy birthday, first of all. I know you don't like it, but I'm happy it's your birthday. I'm glad you're still here.

1:05:20It hurts. Let's just say. Don't worry. I will feed you soft foods. God for the scrotum lift. When you get 92, I'll be feeding you soft foods. Don't worry. We're going to be like, do you know those guys from Veep at the end when they're showing them later in life? Yeah. And that guy is so foul and rude to his intern. Yeah. And then he's pushing his intern around in a wheelchair and just insulting him. Yes, yes, exactly. That's going to be you pushing me around. Yes, I am going to do that. Anyway, I hope you get to the top of the list. I'm very excited for a tour that's coming up. And we want to hear from you.

1:05:54Send us your questions about business tech or whatever's on your mind. Go to nymag.com slash pivot to submit a question for the show or call 855-51-PIVOT. Speaking of Scott Galloway, elsewhere in the Karen Scott universe, on the latest episode of On with Kara Swisher, I spoke with someone named Scott Galloway about his new book, Notes on Being a Man. Here we go. Not enough Scott. We don't have enough Scott here. I know. We don't. We have our show. We can use it to talk about ourselves and our work. It's a very good book. Anyway, you talked very candidly about your father like you did on The View.

1:06:23I don't think you weeped, but let's listen to a clip. For 10 years, the last 20 years of his life, whenever we talk on the phone, he'd say, I love you. And it took me 10 years to say it back because it just felt awkward. I'm like, Dad, I could have used this at eight. I need it at 38. But let me put it this way. At a very basic level, Kara, he tried. He was better to me than his father was to me. And also, I have made an exceptional living communicating. I got that from my father. My father could hold a room like no person. And I have to acknowledge, and just because he didn't try, he didn't give it to me on a silver platter, there's no reason he can't be grateful.

1:07:00That was a very nice thing. I asked you what good thing, because you talked a lot about the deficits that you face. But I thought it was important to point out the good things. Well, this is going to be shocking to our viewers. You're actually a decent kind of mediocre, maybe good interviewer. You're actually okay. You know, you're getting there. You're getting there. I heard people tell me that. I've been told. Not bad. Yeah, thank you. Thank you. It was a good interview. And you're going to see a lot of Scott, but that's the one you should pay attention to. Anyway, that's the show. Thanks for listening to Pivot.

1:07:29And be sure to like and subscribe to our YouTube channel. We'll be back on Friday, our last show before our week-long series of shows we're going to run out of things to talk about. We're going to be coming there in Elon's flying car, obviously. And maybe we will have the RoboVan in one place or something like that. Anyway, Scott, read us out. Today's show was produced by Lara Neiman, Zoe Marcus-Taylor Griffin, and Christine Driscoll. Aaliyah Jackson engineered this episode. Jim Mackle edited the video. thanks also to Jaburoz, Miss Severo Dan Chalon and Kate Gallagher Nishak Khara is Vox Media executive producer of podcasts make sure to follow Pivot on your favorite podcast platform thanks for listening to Pivot from New York Magazine and Vox Media you can subscribe to the magazine at nymag.com slash pod we'll be back later this week for another breakdown of all things tech and business