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Pollster: Trump's Approval Ratings At "Five-Alarm Fire" Level | Pivot

April 07, 2026 / 01:06:49

This episode of Pivot covers polling trends, Donald Trump's foreign policy, and the impact of AI on the polling industry. Guests include Kristen Sulttus Anderson, a pollster and co-founder of Echelon Insights.

The discussion begins with Kristen explaining the current state of polling, noting that the absence of imminent elections has led to a lull in polling activity. She emphasizes the significant changes AI is bringing to the industry.

Kristen and Cara Swisser analyze Donald Trump's recent ultimatum to Iran, highlighting public opinion on military action and the MAGA base's support for Trump despite declining approval ratings. Kristen shares insights from her polling, indicating a divide within Trump's supporters regarding foreign policy.

The conversation shifts to the economic outlook, particularly focusing on Gen Z voters' negative perceptions of the economy. Kristen discusses how their views have worsened recently, impacting political dynamics.

Finally, they touch on the potential cabinet shakeup in Trump's administration and the implications for voter satisfaction, emphasizing the importance of effective communication in maintaining political support.

TLDR

Kristen Sulttus Anderson discusses polling trends, Trump's foreign policy, and Gen Z's economic concerns in this episode of Pivot.

Episode

1:06:49
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His brand is firing. His brand is getting rid of incompetence. And now he has he keeps them. And you're like, "Oh
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my god, you're keeping the incompetence." Hi everyone, this is Pivot from New York
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Magazine and the Vox Media Podcast Network. I'm Cara Swisser. Scott is off, so I brought in a brilliant co-host
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again, as are everyone who's not Scott. uh Kristen Sulttus Anderson, pollster
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and co-founder of Echelon Insights and contributing opinion writer for the New York Times and someone I really like a
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lot who's super smart. Nice to see you. >> Well, thanks for having me, Cara.
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>> Yeah. So, um welcome. What's going on? What's going on? The world of polling is
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insane right now. Correct. >> It's it is as insane as it can be considering that there is not an
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election that is imminent. uh you know like the world gets polling world gets crazy in the immediate leadup to an
00:00:53
election because somebody's got a new survey coming out every day in some interesting swing state when it is
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election season but right now it's a little bit of the doldrums for that and
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so what is instead kind of crazy is all of the changes around how is AI going to
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change our industry and those sorts of things. >> We're going to get to that. We're going
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to talk about the predictions industry. We're going to play a little bit of Scott who loves it. I don't love it
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quite so much and I know you hasn't thought. So, it's really important to be
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talking about it because what we're interested in is accurate information and it's very hard to get it. Anyway, uh
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there's so much going on. Let's get right to the news because you've been
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doing tons of stuff in the times and elsewhere and we've talked a little bit
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about but we of course have to start with Donald Trump has once again issued an ultimatum to Iran. I think it's the
00:01:34
27th one posting on True Social on Easter Sunday. Quote, and let me just read this correctly. Open the [ __ ]
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straight you crazy bastards or you'll be living in hell. which sounds like a line
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from I don't even think movies would write those lines anymore. Um, if Iran doesn't comply, Trump is threatening to
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target the country's power plants and bridges. Iran says it will retaliate crushingly and extensively if civilian
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infrastructure targets are hit. So, they're just coming back with the same dialogue. This all comes after a
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successful rescue of two US airmen whose jet was shot down uh over Iran on Friday. It's not great, but the jets
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were shot down. We're taping this before Trump's press conference on Iran and
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these military rescues. So Kristen, most polls show the majority of Americans are
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opposed to this war, right? Pretty significantly. You recently did some polling with Trump's MAGA base. Talk a
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little bit about what's happening here uh in the polling and the thinking around it.
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>> Yeah. So normally historically when the US gets into conflict uh overseas
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there's normally a little bit of a rally around the flag effect um because normally we are getting involved in
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response to some kind of provocation um whether it was after 9/11 etc. Um in this case there was not really
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groundwork laid to make the case to the American people for why we needed to do this. And so, you know, in my polling
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when you say, "Would it be legitimate to engage in military activity against the
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Iranian government if they were developing a nuclear weapon, like twothirds of Americans say yes to to a
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bunch of those different kinds of things, but it's clear that that case wasn't really made well to the public
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because then when you say now, do you support or oppose what we're doing in Iran?" Most don't don't support it. Um,
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or they have some real serious questions. In fact, it is the MAGA base that is the most supportive of what
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we're doing. Um, there's so much interesting discourse around how Donald
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Trump reshaped the Republican party and there's this view that there is the old
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Republican party that like longs for the day of Ronald Reagan and says, you know,
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we love when the United States projects its power overseas and that Donald Trump
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has, you know, reashioned the Republican party in his own image away from that. No more forever wars. America first and
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all of that, but actually when you ask voters who identify themselves as like Trump supporters first before being
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Republican supporters, they are the most likely to sort of say if Donald Trump says it's a good idea, I'm kind of
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willing to give him the benefit of the doubt on this. Even though they backed him for America first and no foreign
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wars. Not everybody. Obviously, Marjorie Taylor Green put out a pretty big long well a lot of things that she put out
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about his health and his mental state and stuff like that, but um why is that? Why is the shift? Is just whatever he
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says goes or they don't really care what the words are or the policies. >> There are some people who are part of
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Donald Trump's coalition who are pretty, you know, they don't want the US to be
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involved in military activity overseas. They're very outspoken >> and they're quite outspoken about it,
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but those are different from MAGA voters. And I think there's a it's like
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very easy to kind of conflate like the MAGA movement equals everybody who voted for Donald Trump and like that's not
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true. Um there are a lot of people who in fact in some of the polling that I've
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seen it is the type of voter who is not a Republican and is pretty isolationist is among the most likely to have like
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come joined the Republican coalition recently. So Donald Trump does have a potential political problem with some
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people who really liked him and feel betrayed by what he's doing. But the core MAGA faithful and the Republican
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party as reconstituted by Donald Trump at the moment is reserving judgment and saying, you know what, I think he's
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probably on the right track. Let's see how this plays out. And how many people
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is that? What is the amount? Because majority of he's lost in the numbers are
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pretty staggering when you look at any poll. almost every one of them including Fox polls, all kinds of polls.
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>> Yeah. So, the I sort of estimate that the MAGA movement is about a quarter to
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a third depending on I mean it's a it's a pretty fluid section of the Republican
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party, but it's not half the country. And I think the big political risk Donald Trump faces is like it didn't
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have to be something where he was losing a majority of Americans. He could have,
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I think, communicated at least somewhat effectively about, hey, this is a government that's been declaring death
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to America for decades, and here are these specific things that they are doing that put us at risk. Here's why
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I'm going to do this. Here's what I'm going to take out. And I don't think it
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had to be a situation where he was losing half the public right from the get-go. Um but because of that lack of
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clarity in communication that has not really been followed by a ton of clarity in communication like the numbers are
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getting worse not better right okay so what talk about that for a second the clarity and communication because a lot
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of it is marketing you're talking about marketing like we're going to market
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this more to you why why was it not there and what impact how how because most people do give pes the benefit of
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the doubt something was up although he had previously bombed them and said he obliterated them so why the need to
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obliterate them again. I mean, I I even had Tom Tillis saying that, like, oh, we
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obliterated, then we obliterated, and now I guess we're obliterating. He was
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sort of articulating that lack of clarity. Yeah. Well, I I don't know that I would just say that it is marketing
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because I think for something like this, I mean, it to me the bar does feel higher than trying to sell somebody soda
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or potato chips or sneakers. I know that's not what you're saying, but I I
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think that the >> it's not just can you put out a snazzy video that makes it look like we're
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winning at a video game and you win because that's that's obviously part of
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the strategy and and yet the numbers are are what they are. That I think it is just that the the American people simply
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want to know why is this in our interest? And if you can give a reasonably good answer to why something
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is in our interest, we tend as a people to sort of give the commander-in-chief, maybe not today with Donald Trump as
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such a polarizing figure, but we tend to say, "Okay, if you think that this is in
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our best interest, like I'll give you a couple weeks to see how this plays out."
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And especially if the costs are not significantly high, people will give a little bit more of that runway. one, you
00:07:55
know, I mean, thank goodness that they have gotten these pilots back because that's that's the kind of thing where
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it's it is I can't wait to hear the like thrilling story of how this was done,
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but a combination of if military losses begin to pile up in a very significant way or the domestic impacts of the
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straight of Hormuz, gas prices, all of that, you know, you can run out of that goodwill much more quickly. But right
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now, he didn't start with the the reservoir of goodwill that as a president you would want. Some of that's
00:08:24
because he's Donald Trump and there's just some people who aren't going to
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like anything he does. But he also starts with people who will like anything he does. Uh who do sort of give
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him that benefit of the doubt even if they would not give a president Marco Rubio or President JD Vance that same
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leeway. And it does not seem like he has taken this moment. And his numbers have
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not gone up at all. They're going down. They're going down with everybody.
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Correct. So let's talk about that because the the numbers really are decline. They keep declining, which is
00:08:54
really usually doesn't happen, especially for the midterms. President Trump's approval rating is just at 35%
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for his handling of the presidency overall and 31% for his handling of the economy, according to recent CNN
00:09:05
polling. However, the news isn't great on either side. About a quarter of the
00:09:09
country holds negative views of both parties. That's something not a fresh thing. Talk about when you look at this
00:09:15
information as it is. You know, one of the things about Donald Trump is he's
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unprecedented. He's unprecedented in the decline and he's still standing kind of
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stuff. He keeps taking the punches here from a polling and and and you can feel it. I have a lot of MAGA not MAGA Trump
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adjacent relatives and they really don't like him like suddenly. Um and they
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never would express that before. There's I think two things that are that are
00:09:40
ominous for Republicans. The first is with everything that's going on in foreign policy, um, foreign policy is
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not most voters number one issue, but it is the background music. It is the thing
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that tells you what the commander-in-chief's values are. It says a lot about what his temperament is. is
00:10:00
I mean we already this is what he's interested in like not daycare not >> this is well covered territory with
00:10:06
Donald Trump in some ways but it just sort of focuses the mind a little on like what is it that this person is all
00:10:11
about you you frankly saw something like this with Biden when you saw his job approval as we withdrew from Afghanistan
00:10:19
and as that went terribly that was the moment when his job approval went underwater and never recovered. It's not
00:10:25
because most voters said what we do in Afghanistan is my number one issue, but it just it like communicates something
00:10:32
about the level of competence and priority setting and decision-m within the Oval Office that like carries over
00:10:38
and bleeds over into how people think on a whole variety of issues. Um, that's
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risk number one. Risk number two on the economy. Um, I I don't want to take credit for this, but this was the my
00:10:49
friends at the Central Air podcast were talking about this that essentially Donald Trump had really good numbers in
00:10:55
his first term on the economy. Even among voters who didn't like him overall, thought he was crude, thought
00:11:01
he was crass, thought he was a jerk, all of that. They still thought, not all of
00:11:04
them, but a small subset thought, "Yeah, but at least he's good on the economy."
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And when COVID happened, he still got kind of a pass. Like people sort of understood
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>> not his fault. Yeah, like he did not create this virus. For all his faults,
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he's this is this this was not on him. Um >> for all the bleach infected in
00:11:23
for this time around, there's really no one else he can blame for the state of
00:11:30
the economy. And he has tried to say, I'm just cleaning up Biden's mess. But
00:11:34
you kind of run out of runway on that eventually where voters say like I'm t
00:11:38
like Biden is so irrelevant to me. I'm tired of hearing about him. Just tell me
00:11:42
what you're doing. What are you going to do? I I I don't I don't care what
00:11:46
happened in 2023, 2024. Um the fact that his numbers on the economy in that CNN poll had 31% job approval,
00:11:55
that is atrocious. That is a five alarm fire level number because one, it's way
00:12:03
below like the norm for job approval these days hovers around 40%. You start getting into the 30s and that's scary
00:12:10
land. you get into the low30s and that is like terminal. Um, and it for it to be on the economy which you know there
00:12:17
have been other issues where he is job approval has fluctuated big time and people said oh I don't trust him on this
00:12:23
X Y or Z. The economy was always a thing. Oh, he's the apprentice guy. Oh, he's the business guy. And so for his
00:12:28
job approval to be that low on the economy, if that does not turn around, that suggests to me a very troubling
00:12:36
midterm for Republicans with that. recently on how Gen Z voters are feeling about the economy. What did you find
00:12:43
there? >> Give us some. >> So Gen Z voters have uh the worst view of the economy and even in just the last
00:12:50
month it has plummeted precipitously. So when I say, you know, on the foreign policy stuff that Donald Trump mostly
00:12:57
has the MAGA movement, there is a divide within the Republican party and it is older voters versus Gen Z. And so it is
00:13:04
Gen Z Republicans in addition to Gen Zers who are not Republicans who are increasingly saying like this economy
00:13:10
isn't working for me. And whether it's a combination of they are approaching
00:13:15
graduation and the job market's not what they want, whether they feel like the
00:13:18
affordability crisis is keeping home ownership and you know a whole variety of sort of life aspirations out of reach
00:13:26
um or just a sense that there's not as much opportunity um for them to build
00:13:30
the kind of career they want. I did some focus groups for the New York Times uh very recently where we talked to Gen Z
00:13:38
white collar job seekers and it was I mean it was heart it was like unsurprising but also just heartbreaking
00:13:45
to hear these young people talk about what it is like to try to get a job in a moment
00:13:51
when they for some of them they went to college because they were told you need this credential now they've got debt and
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they still send out a 100 applications and they get five people to call them back of which three then proceed to
00:14:04
ghost them and the other one the other two are AI. Yeah, exactly. >> Um and so it was just it it felt it
00:14:12
there was a bleakness to it that was was disputing because normally when I talk to Gen Z folks like there's very much a
00:14:21
yeah everything's terrible but like our generation is going to fix it. And it it
00:14:24
almost feels like right now, do people feel like they have any sense of control or ability to shape the future or is it
00:14:32
just like bigger, more powerful stuff at play that they won't be able to put
00:14:35
their heads down? >> And they blame Trump for this, correct? Or >> in our focus group, I in our focus
00:14:42
group, it was actually a more Demle leaning group. I don't know chicken or the egg. Is that because that's more of
00:14:48
who was looking for jobs or what have you? Um, and we really didn't talk too
00:14:53
much about Trump himself. Um, >> right. But it's a feeling and he's
00:14:56
standing at the top. Right. That's my less that they say I can't get a job and
00:15:00
it's Donald Trump's fault and it's more I can't get a job. It feels like society
00:15:04
has been moving in a bad direction for a while and I don't know like who's
00:15:08
sending the lifeboats like who's coming to rescue us? I don't know that anybody's in the prime position. When
00:15:13
you think about that his outbursts, how much do they matter anymore? like the one this weekend. Of course, once again,
00:15:20
and I don't mean to say the word pearl clutching, but everyone's like, "Oh, can
00:15:22
you believe he said it?" I'm like, "Yes, he seems cognitively disabled to me. I
00:15:26
don't I'm not a doctor, but he's as crazy as ever, and he's not. That's not
00:15:29
changed." Does that matter when he does these sort of outbursts or are they just
00:15:34
noise now with him with voters? >> Well, there's this weird disconnect
00:15:37
where if you ask voters what they think about things like that, they tell you they don't like them. And yet I if if
00:15:45
market signals are to be believed, more politicians seem to be leaning into that
00:15:50
kind of behavior, a sort of like if you can't beat them, join them type approach. So like I would think if you
00:15:57
if you just take people at their word, they want candidates who compromise and candidates who behave in a manner that
00:16:03
is befitting the office and all of those different things. and then who shows up
00:16:08
and votes in a primary like puts people in who have un unbelievable flaws in in any number of ways. So I think you're
00:16:16
right and I don't think it's pearl clutching or or if it is like I'm I'm
00:16:19
I'm pearl clutching a little bit. Not that I'm surprised but that I'm
00:16:23
disappointed uh that we now have this >> horseness where >> like the president of the United States
00:16:31
is tweeting fbombs. I don't love that. That's like maybe that's just me as a
00:16:36
small C conservative like I'm I'm not interested. No thank you. >> Um
00:16:40
>> but the reality is that voters say they don't want it and then this is who gets
00:16:44
elected. And whether it's they're voting for him in spite of it or because of it.
00:16:48
Like I think there's some people it's because of it. They like that he doesn't
00:16:51
sound like somebody straight out of central casting. Um, >> yeah. >> Yeah.
00:16:57
>> But I do wonder if there will be a backlash at some point. If Americans
00:16:59
start to want straight out of Central casting sound like the old man at the my mom's uh senior living facility who you
00:17:06
really need you go around to get off the elevator for. Um and and initially you're like and then you're like shut
00:17:12
the [ __ ] up daddy grandpa. Anyway, um it's a really interesting thing because
00:17:17
I think just like with Iran or anything else it's a background noise that's
00:17:20
disconcerting right a direct thing. It's not soothing. It's not This is not America does not feel
00:17:28
like the spa music is on. Let's put it that way. Especially with these young
00:17:32
voters that you're seeing it. If you had to pick one polling thing that you went,
00:17:36
"Oh my goodness sakes, one upside or downside. What is there something that
00:17:42
stuck out from you recently in your polling?" Well, I think it is about Gen
00:17:46
Z and the economy and it is when we've been asking people, do you think the economy is um headed in the right
00:17:53
direction or the wrong direction? We've been asking them this for years. People
00:17:57
generally have been saying it's been headed in the wrong direction and you can break it out by generation. And for
00:18:02
the most part, this has not been something where like older voters think everything is great and younger voters
00:18:07
think it's terrible. Like everybody's kind of been aligned about where things
00:18:10
are at. But in just the last month in our March data, the Gen Z respondents, I mean, it fell off a cliff in terms of
00:18:18
their feelings about the economy. And the reason why that sticks out is one, it's a it's breaking of a big trend that
00:18:23
we'd had for a long time of kind of everybody feels like the economy is not doing great. Um, but just for to see
00:18:30
them get so much more depressed in just a month was was really jarring. But number two, think about the kind of
00:18:37
coalition that Republicans put together that have enabled them to have sort of better thanex expected elections. It's
00:18:44
in part because they they tried to repair the damage that had been done with younger voters. And if you are
00:18:51
presiding over an economy where Jenz is feeling like this, like that's it. The
00:18:56
only thing you have going for you is the fact that Jenz finds Democrats to be uninspiring at the moment. Um, that's
00:19:01
not a great thing to hang your hat on. So to me it's it is that Jenzi economic
00:19:06
number more so than anything specific about foreign >> it's an opportunity for Democrats
00:19:10
presumably correct is an opportunity >> it is it is an opportunity for Democrats
00:19:14
but I think the thing that Democrats are getting wrong is like that they they know that affordability is the thing on
00:19:20
everybody's minds and so they know to like mouth the words yes we care about
00:19:24
cost of living and that may be enough if things are bad enough you can just say I'm not the other guy and that that
00:19:30
could be adequate but I still think think that voters also in the surveys that I see harbor some skepticism about
00:19:37
what Democrats would do if given the reigns again. Like, okay, we don't love
00:19:41
what Trump's doing, but we still don't love the way Biden handled this either.
00:19:45
So, what's your plan? Is your plan to open up the spigot of money and subsidize everything to pretend like it
00:19:50
goes away, but that drives inflation? Like, we don't want that either. >> Run the deficit.
00:19:54
>> Yeah. I don't I don't think that fresh ideas that actually solve people's
00:20:00
problems. Incredible. Well, that's what they're supposed to do. Okay, Kristen,
00:20:04
let's go on a quick break. When we come back, we'll talk about a potential
00:20:07
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That's betterhp.com/pivot. Christine, we're back. Pam Bondi and Christy No may have just been the
00:22:26
beginning. A Trump cabinet shakeup is reportedly in the works, though the president is denying it, which means
00:22:31
it's happening. The White House official told Reuters to expect a targeted churn
00:22:35
rather than a big uh dramatic reset, which this feels like a corporation. Some of the names potentially on the
00:22:42
chopping block. Director of National Intelligence Telsey Gabbard, FBI Director Cash Patel, Commerce Secretary
00:22:47
Howard Lutnik, uh, Labor Secretary Lori uh, Derimer. As for Bondi's replacement,
00:22:53
her deputy and Trump's former attorney Todd Blanch is currently serving as acting AG and he's already trying to
00:22:58
distance the DOJ from the Epstein files, telling Fox last week that all the files
00:23:02
have been released. talk a little bit about what's happening here in terms of
00:23:07
um this and does this create more of a a voter dissatisfaction or is it I mean this happens in every administration
00:23:15
where there's a shakeup kind of thing. It's not a and the last Trump administration was was like a manic
00:23:21
episode of of the apprentice of course and people went in and out quite a lot. This is this is these people have had
00:23:27
some staying power and they're 100% less competent. So talk a little bit about
00:23:31
that. I think a shakeup can be a very good thing, especially if like let's take Christy. This is a great example of
00:23:39
an issue immigration was an issue where Republicans and Donald Trump had a massive advantage that they haven't
00:23:46
always had, but there was a real willingness to like America had moved to the right on these issues and said do
00:23:52
what you got to do to get the border secure. and the way in which this was handled
00:23:58
culminating in I mean embarrassment is is probably too light a way to frame it but the events of the last couple of
00:24:04
months in terms of of ICE specifically >> um >> just this week with with a service
00:24:10
member's wife being grabbed off a base >> I I just feel like for Donald Trump you
00:24:16
you can't your political coalition can't survive if you don't have people coming
00:24:21
to you going well at least he knows what to do about the border at least he knows
00:24:24
how to handle this issue It's kind of a core piece of glue that holds different
00:24:28
pieces of his coalition together. And if you lose that, what do you have? So by being able to sort of say, okay, I'm
00:24:35
cutting this person. This person has been an embarrassment to me and look, my numbers on this issue have fallen.
00:24:41
It is good that he is at least not taking the position of like I'm just going to I'm going to circle the wagons
00:24:49
and we're going to say that everything's fine and it's just the liberal media
00:24:52
that's being mean. So I think to some level these shakeups are what Donald Trump's voters expect from him,
00:25:00
especially those folks who are not diehard Republicans, but instead gravitated to him for some combination
00:25:07
of the economy and immigration and vibes that like being able to show yes, I want
00:25:14
new people running the show. I have been unsatisfied with what they've been doing.
00:25:18
>> Well, his brand started with that. You're fine. >> Exactly. Exactly. So, I don't know what
00:25:22
that means about who would be next. I mean, I think about some of the names that were on your list, and some of them
00:25:27
have done more that has publicly brought strife to the White House than others. And I think that's probably the thing
00:25:35
that is animating this more. Like, I don't know to what extent his decision to to bid farewell to Christine Gnome.
00:25:42
Was it about how ICE was handling the issue of immigration or was it how she handled hearings and some of these
00:25:48
embarrassing stories about like you know the the planes and god knows what else?
00:25:54
>> Um yeah >> but so that that's sort of how I >> honestly husband's the coolest thing
00:25:58
about her but go ahead. All of which is to say I think if you want to know like where the change would
00:26:04
come next I think the most important criteria is likely who who is reflecting well on this White House not who has you
00:26:12
know something that's like got the beltway in a stir but it's not really
00:26:16
reflecting badly on him >> right so it has to be who who does break through of these cabinet members with
00:26:22
the voters the ones that you're polling >> so I honestly think that if you asked
00:26:26
voters which member of the cabinet is the most supportive of tariffs. I do not think very many would be able to name
00:26:34
Howard Lutnik. Um so that again I'm I am not a Trump Kremlinologist but to me it
00:26:41
does not seem as though there's anything on the outside that would be driving
00:26:44
that in quite the same way as say cash Patel at the FBI drinking with the hockey team or you know any number of
00:26:52
cases that the FBI has been handling and questions about the effectiveness of of
00:26:57
that. Um, so again, don't know which way he would go first, but to me that seems
00:27:01
to be the most important variable or most obvious. >> Are you looking like an idiot publicly
00:27:06
to a wide range of people? In other words, like a lot of people as opposed to say the labor secretary who's just
00:27:12
seems naughty uh in a really bad way kind of thing because we've had naughty
00:27:16
cabinet members for ever from what I can glean and stuff. But it but it doesn't
00:27:21
break through with voters. more like Cash Patel drink down in the beer is a real bad visual for example.
00:27:27
>> Well, and you know how Donald Trump feels about visuals like that. That's
00:27:31
really really really important. The public image, do you look the part? Um and if you begin to fail on those
00:27:37
dimensions, that's often when it's it's time for he's looking for somebody
00:27:41
different. >> So is that is that a good thing? As you say, a shakeup isn't a bad thing, right?
00:27:45
It shows you're you know you know look busy, Jesus is coming kind of thing like
00:27:49
that kind of thing. >> Well, yeah. I think es especially because of what you said about his brand
00:27:55
as the apprentice guy. I think the idea that you I mean remember like think about what he did with Doge when he
00:28:02
first came into office. He just went through and slashed and burned. So we're
00:28:05
going to fire a whole bunch of people. I mean that is >> his brand >> which which it should not just be
00:28:10
isolated to lower runs if you're really going to live through uh you know live
00:28:15
up to it and and press through with it. Um, it it it almost uniquely is a probably a good thing for Trump in a way
00:28:24
that it might not even be for other administrations, >> right? No, his brand is firing. His
00:28:27
brand is getting rid of incompetence and now he has he keeps them and you're
00:28:31
like, "Oh my god, you're keeping the incompetence that I would agree having
00:28:34
watched all those shows." >> And then the last question is for all of
00:28:38
this, whether it's court appointments or cabinet appointments, what do you think
00:28:41
the United States Senate is likely to look like after November? And how likely is it that you think you will be able to
00:28:47
get someone confirmed through a Senate that potentially has more Democrats in it than it does today? I mean, those are
00:28:53
things that I think are probably also weighing on the minds of the Susie Wilds of the world who are are keeping track
00:28:58
of that. >> Yeah, the incompetence might have to stay. So, one of the things that's
00:29:02
interesting uh also happening is the federal government is suing multiple states over attempts to ban betting on
00:29:08
Kouchy and other platforms. Now, let's be clear. Donald Trump's children are
00:29:12
part of this um or on the boards or advisers to both Poly Market and Kelshi. The Commodity Futures Trading Commission
00:29:19
is arguing that it has the sole authority that that's what they're using
00:29:22
to regulate these predictions markets. Meanwhile, Poly Market is apologizing after users were allowed to bet on the
00:29:28
fate of the US pilots whose jet was downed in Iran. Pretty losome, saying it did not meet their integrity standards.
00:29:34
Incredible. Both Poly Market and Calier are now rolling out campaigns to attract
00:29:38
female users framing prediction markets as another way to be a hashgirl boss which by the way girl boss is over kids
00:29:44
boys. We've been talking a lot about these markets here on Pivot and you and
00:29:48
I have talked about it and so I want to play something Scott said a few weeks ago and get your thoughts. Let's listen.
00:29:52
>> The speculative markets, speculation markets or prediction markets have
00:29:55
essentially put pollsters and to a certain extent investment banking analysts out of work because guess what?
00:30:01
They're much >> kind of I I would push back on that. I just met with a bunch of pollsters on
00:30:04
this topic, but go ahead. >> In my opinion, they're done. They if you look at if you look at if you look at
00:30:08
the prediction markets record versus pollsters in the last election, the prediction markets kicked their ass.
00:30:15
>> All right, Pollster, what's your response? I I was trying to defend you
00:30:19
there. Um, talk about about what's happening with them and your thoughts on it and what you like and don't like
00:30:24
about them and and um just so you know, uh there's another possible nail in the
00:30:29
coffin for polling. There's now something called silicon sampling that uses AI models to simulate simulate
00:30:34
survey responses, not real people. Um, talk a little bit what's happening here
00:30:38
in the polling market. >> Sure. So, I have a lot of thoughts on both of these. First, to Scott's point,
00:30:43
I I do not think that prediction markets are going to put polling out of business. One, because 99% of what
00:30:50
pollsters do is not polling that tries to track who is going to win an election. Like I know that's the most
00:30:57
public thing that people see from our industry, but 99% of it is message testing, strategy, model building, the
00:31:05
sorts of things for which being within margin of error, meaning your result is within three points in either direction.
00:31:12
Like that's that's okay. That's sort of understood. >> Give me an example. Just make it up.
00:31:16
Just like you pull what? >> So I I can tell you about the polling we've done on I've done some polling on
00:31:21
prediction markets. um where you know I'm asking to what extent are people using them? What are they using them
00:31:28
for? And those are the kinds of things that are valuable for somebody who might be trying to decide do I invest in one
00:31:35
of these companies like if I'm going to regulate them, what sort of regulatory
00:31:39
approach should I take? Uh it's the sort of thing where like I'll give you an
00:31:43
example. In our poll, we found about onethird of people either bet on prediction markets, that's not a
00:31:49
majority of them, or like use the data like they either they tune into it just for entertainment purposes or what have
00:31:55
you. So, if my poll shows 36% of people fall into that category, the real number, assuming that I've done my
00:32:02
survey right, the real number could be a few points off in either direction, and
00:32:06
that's not the end of the world. It still means my analysis is still useful directionally. It's telling us something
00:32:12
interesting about thing where things are going. I think this focus so exclusively
00:32:17
on polling as a like crystal ball to tell me if an election is going to get won won by candidate A or candidate B
00:32:24
just sort of misunderstands our industry. But the second thing is what is causing these prediction markets to
00:32:30
give the predictions they are. So, think about there was a a a man um I think he
00:32:34
was based in France who placed a huge bet in the last election that Donald Trump was going to win and afterwards,
00:32:41
you know, he he makes this like six figure sum off of his bet and that's all
00:32:45
great. And they ask him, you know, how'd you do it? And he said, "Oh, I
00:32:48
commissioned a poll." Um the polls are still an input to what these prediction
00:32:54
markets are doing. In a world without polls, your prediction market is running on vibes and fundraising numbers, which
00:33:01
are fine, but polls are an extremely they are a loadbearing pillar in what people think about what's going to
00:33:07
happen in an election. >> So So predictions would be a trailing indicator or what how do you look at
00:33:12
that? >> Yes. So I I think that in general, well, I I think when it comes to election
00:33:17
results, they don't have to be a trailing indicator, but I think that polls are an input. There are they are
00:33:24
not the only input. So other things can change, right? My poll can say that so and so is going to win the primary in
00:33:29
Texas, but all of a sudden some new news story could break that shows that Ken Paxton or John Cornin did something, you
00:33:36
know, that could upend the race. Who knows? >> It's usually Paxton >> and then the prediction market would be
00:33:42
the leading indicator ahead of when the poll is going to capture that. Um, but you still need the poll involved. And
00:33:49
that's also what I think about this whole synthetic respondents, AI respondents. You know, nowadays you're
00:33:54
seeing more people. >> Yeah. And and there were some attempts to do this in the 2024 election that I
00:34:00
think were actually less accurate than >> Explain what people what it is. You use
00:34:04
AI model. Explain for people who don't understand. >> Yeah. So, if you've ever used one of
00:34:07
these models, whether it's your chat GPT or your Claude, and you can like train
00:34:13
Claude or Chat GPT or whoever to kind of learn a certain persona, imagine that you've then trained a thousand different
00:34:21
personas that kind of look like a real voter. Okay, I've trained one persona to
00:34:27
be a 40-year-old woman living in Orlando, Florida, and she's a moderate Republican. And now I've got another bot
00:34:33
that is trained to be a conservative Democrat, and he lives in rural Pennsylvania. And and then basically,
00:34:40
you just ask those thousand AI personalities to tell you, are you voting for a Republican or a Democrat?
00:34:47
And then you take those results and you say, "Hey, look, I did a poll. I did a
00:34:50
poll of a thousand AI people who represent real voters, >> right? >> Um,
00:34:58
>> and I just think presenting that as a poll is disingenuous. I think you can
00:35:02
present it as a modeled estimate. Like I think there's lots of things you can
00:35:06
present it as. >> Do you use model that like use AI? How do you use it in >> post? So we the way we use AI, you can
00:35:13
use AI to help you know with programming tasks. It's enormously helpful. You can
00:35:19
use AI to help you analyze data when it comes back. Like the old school way of analyzing polling data is you do a
00:35:26
survey and you get back cross tabs that is this like 500page PDF with a ton of numbers on each page and you as the
00:35:33
pollster are sifting through looking for stuff that's that's meaningful. The fact
00:35:37
that you can feed that in and have AI tell you, hey, here are the top 10 most interesting things in that poll. Eight
00:35:43
out of 10 are going to be pretty good. one out of the 10 will be right but not really that important and then one will
00:35:49
be like completely wrong and so you still have to as the pollster exercise your judgment go through go through your
00:35:55
own data uh and know but like there are useful applications of AI in polling but
00:36:00
ultimately if you think about those synthetic personas what's training that synthetic 40-year-old suburban mom who
00:36:09
lives in Orlando on how she ought to respond a poll it's probably a poll that
00:36:15
was done to so all of this whether it's prediction markets or these synthetic AI
00:36:21
samples all of them at their root have real polling as an input and it's like a
00:36:28
game of telephone and they're just like the next piece in the line and you can
00:36:32
add other useful inputs that might give them some advantages but they're still
00:36:36
not a replacement for polling they are just a different application of polling >> so what when you say that when the
00:36:43
federal government is saying commodity I think futures trading should be regulating them. They're not regulating
00:36:48
them. Is it fair? Is it sort of like It reminds me a little bit of your like commerce people, retail people who are
00:36:55
offline having to fight with online. They had distinct advantages here. They can they can do whatever these people to
00:37:01
grow large. What do you imagine? How who should be states are rushing in because
00:37:06
they have long long regulated gambling. Every state does has its different gambling laws and that's not something
00:37:12
the federal government ever did. So is it like gambling from your perspective or how should they be regulated when you
00:37:18
think about it given presumably you're not that regulated but you you have a
00:37:22
set of standards that you're working around. I I think the big challenge is how do you balance the value that a
00:37:29
prediction market can provide to society beyond it's just entertainment, right?
00:37:35
like what is the what is the value beyond entertainment of I'm betting on who's going to win the Super Bowl like
00:37:40
and so we have to decide do we think that's an acceptable form of entertainment but the the the promise of
00:37:45
prediction markets is theoretically that you can also surface new information about things that have not yet happened
00:37:53
that might be valuable for the public to know the question is then like when does
00:37:58
that cross into insider trading like for me I feel I've never bet on a prediction
00:38:05
market because I would feel uncomfortable about like I come out of the field with a survey. I then know
00:38:10
what's happening in the Texas primary and therefore I can know hm I think candidate X Y or Z is probably up and if
00:38:17
I really trust my data why don't I put a couple thousand bucks on on this bet and
00:38:21
I just don't feel right about that. I it something about it feels like insider
00:38:26
trading and I think that's where it's and I don't know what the >> you're just having more insight, right?
00:38:32
That's kind of an interesting example. You have some in is that insider or is
00:38:35
that was your own data? >> I I don't I think you're right that that's not insider trading in the way
00:38:40
that but it is like it is non-public information that I would be using to benefit. It's not the same as being an
00:38:48
insider at a company where there are very specialized strict rules around that. But I think it's that that
00:38:54
muddying of the waters, right? And so you've been seeing this too with some of
00:38:58
these markets that have had bets around things like will the United States do military operation X and all of the
00:39:05
sudden right before it happens, you see somebody bets like $300,000 sitting next
00:39:11
to Trump in the White House and they just heard it, right? >> And like and so I do think that that
00:39:15
that's that raises some real questions. If we're going to have rules around
00:39:18
insider trading, when does that start to bleed over into what is or is not allowable conduct in terms of prediction
00:39:25
markets? >> Have they hurt themselves? You know, but sometimes it's not insider. Like, it
00:39:30
sounds crazy, but when Warner Brothers was $7 and that all the bidding started, I'm like, these rich people will pay
00:39:36
anything. And so, I bought 10 shares cuz I was like, and it was only 10 cuz I was
00:39:40
like, I think they're dumb, stupid money, so they're going to overpay. And
00:39:44
I just and I took myself out for a nice dinner because I was right. And that was
00:39:48
information I had, but anyone could have figured it out. Dumb, stupid money, for
00:39:52
example. And thank you for the dinner, Allison's. I appreciate it. When you have these things doing this, when
00:39:57
they're putting in this sort of they kind of fud muddy the line. There's also
00:40:02
these betting on heinous things, right, which makes it feel like gambling. And then attracting female users is a
00:40:10
problem. They've got a bad reputation from the get-go, including attracting the attention of regulators, right? Like
00:40:16
in terms of their bad behaviors. Yeah. So, when when I look at the polling I've
00:40:20
done on this, and again, in disclosure, I did polling uh for um an organiz It's
00:40:25
all it's all publicly available, but sort of an entity that like I think invests in uh some of these prediction
00:40:31
markets. And in general, just a lot of people don't know that much about them.
00:40:35
like they're pretty split on whether it's good or bad, but everybody's got an
00:40:40
attit an an attitude about it. Everybody has like an opinion of some sort. But when we ask about prediction markets,
00:40:45
like half of Americans have no idea how they feel about it. Um, most have not heard anything in the news about a
00:40:52
prediction market in the last 12 months. So, there is a real risk and real opportunity for that industry. And it's
00:40:58
why they're trying to get out ahead of it and say, "Hey, right now, like in my
00:41:01
data, it showed it too. if it's if you are male, if you are under the age of
00:41:05
50, if you are higher educated, higher income, like you are the most likely to know about prediction markets and be
00:41:10
interested in them and think they're a good thing. Um, and so they're trying to
00:41:14
say, okay, we've got to tell our story or someone else is going to tell our story. And that's why you're seeing
00:41:20
efforts to try to expand beyond. >> So they've got an opportunity despite
00:41:24
all the bad the bad press. But it seems like the bad press keeps piling on this US pilots jet thing. I thought, "Oh my
00:41:31
god, I think >> this is the for, you know, for any for a platform that has control over what
00:41:38
markets can be made and and not made, you know, having that judgment of what where's the upside? is is the upside in
00:41:46
ma max maximizing the sorts of things people can bet on and not restricting it too tightly knowing that we're going to
00:41:52
have a couple of these that are like cringe cringeworthy versus more tightly regulating it sort of playing it safer
00:42:00
>> you have higher upside in terms of your favorability but >> you then as a platform are in that role
00:42:07
that you will recall the social media companies did not want to be in when it came to like deciding where's the
00:42:11
boundaries of political speech How do you decide what constitutes a market that is out of bounds? Like you don't
00:42:19
want to be business >> did better by looking safer, right? Like right now from the polling, do you think
00:42:25
that doing what anything goes is a particularly good way to do it? >> No. And I I think there there is a
00:42:31
significant difference between people's comfort level with prediction markets as
00:42:36
a sort of adjacent to the sorts of betting and chance things that they know. But it's it's slightly better than
00:42:46
just chance because you can use your own judgment to say, "Okay, I think X, Y,
00:42:49
and Z is going to happen." You can use your own smarts toward it accordingly. I
00:42:53
think that's why it could have a slightly better it it could wind up with people liking it more than they like
00:43:00
something like sports betting where you're just like I hope this team wins. I like them. Um but there are real
00:43:05
downsides if you have people creating these horrible or unsavory markets where it feels like you've just turned
00:43:10
something very serious into [ __ ] fighting. >> That's what it feels like for like in a
00:43:16
[ __ ] fighting mode. Like I don't mind a little bit of a boxing match, but I
00:43:21
don't really want to watch animals rip each other apart, right? Either like some people do, but it sort of feels it
00:43:27
has that sort of stink to it. Um, let me last question. You know, Scott is absolutely saying your your business is
00:43:33
finished. Um, you're out of work because of them. How give one more answer to
00:43:38
Scott Galley, please. the political polling industry is going to be fine because when we are in moments of deep
00:43:46
uncertainty, that is the moment when people, companies, trade associations, you name
00:43:53
it, people are the most hungry to know what the heck is everybody thinking, where is this all headed? And with the
00:44:00
understanding that polling is not the only or perfect way to get a read on that, but is a as I described it like a
00:44:06
loadbearing pillar. It's a really important input. I mean, when the world is in a moment of turmoil or dramatic
00:44:15
change, that is when people want this data more than ever. And where something that is
00:44:21
>> trained on polling data, but kind of off and not quite there >> is not going to be
00:44:29
as as much as real polling is imperfect, it's still the real thing. >> Yeah. I always am like I always Scott,
00:44:34
I'm always like, "What's in there? Who's doing it? Who's doing the bedding? I
00:44:37
don't know who they are, right? Like it could be a bunch of It probably is a
00:44:40
bunch of white bro millennials. That's who and I don't that's their opinion,
00:44:44
not everybody's opinion. That's my thing. And especially if there's not a
00:44:47
lot of women in there, there's not a lot of different economic groups. You don't
00:44:52
get a really particularly good sample. That's my feeling. When when we get closer to the election, the safest and
00:44:57
healthiest way to consume polling data is just take it and throw it in the average. Don't panic about anyone
00:45:04
individual poll. Everything's going to be all right. No, thank you. >> Well, I don't know about the last part.
00:45:09
>> I don't know about the last part. Anyway, uh you you crazy bastards. You
00:45:14
know, like I say, every accusation is a confession. Uh anyway, uh let's go on a
00:45:19
quick break. When we come back, Open AI gets into podcasts. >> Support for the show comes from Upwork.
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talent ready to help grow your business. That's upw.com. upwork.com. Christian, we're back with more news.
00:46:24
You just sort of talked about this, the idea of where you get your narrative and
00:46:28
information from. It has to be good and wide. So, OpenA has acquired the tech news podcast TBPN. The online talk show
00:46:35
focuses by the minute analysis of tech news and interviews with top tech leaders. TPBN averages 70,000 viewers
00:46:41
per episode across everything. And let me just say they are tiny compared to Pivot and other things. Tiny, tiny,
00:46:48
tiny. That said, it's become popular among a certain group of Silicon Valley
00:46:51
power players who go on it because they want to be licked up and down all day. Um, oh, I'm sorry, boys. Is that Did I
00:46:57
say that too wrong? Okay. Sometimes you're spiky and fun, but really it's
00:47:01
pretty much a up to me PR. Um, OpenAI says the show will stay editorially independent, which we do not believe.
00:47:07
Um, talk about this idea of buying narratives when you when you're thinking about it because, you know, a lot of
00:47:12
people want to, you know, you do polling so you have better narratives and craft
00:47:16
messages. That's one of the things you do for people is tell them how to craft
00:47:20
their messages. talk a little bit about this effort and you know that's in the
00:47:24
backdrop of um of many company many tech companies trying to buy into uh into uh
00:47:30
various things like Paramount etc. So what this reminds me of is there's actually a a piece out in today's which
00:47:38
I guess the day we're taping this uh New York Times David Pluff who I think is
00:47:43
very like still one of the smartest minds on the Democratic >> love this piece please. Uh it was it was
00:47:48
yeah this piece is essentially saying that everything is content creation now that if you are running for office,
00:47:55
>> if you are engaged in politics, the most important thing you need to be doing is
00:48:00
creating content. That if you are relying on anybody else to get your message out but you, you are foolish. um
00:48:06
and that you need to essentially have a studio within your campaign headquarters
00:48:11
where you are just non-stop producing content because everything now is is that uh I think that's really smart. Um
00:48:18
you know I think about that in terms of like look at the media properties in the
00:48:22
political space that are really like thriving and doing exciting stuff now the like the pucks and the punch bowls
00:48:28
and all of that. I mean they're very focused on like we are constantly creating content. We're finding a
00:48:32
million new channels to do it. Sometimes it's in person events, sometimes it's
00:48:35
digital, but it it is a like always on kind of approach. And I think companies realizing this uh is probably smart.
00:48:45
Although there's a there's a a flip side to this, which is, >> you know, we've we've been going through
00:48:51
a moment in the last few years where it feels like, you know, everybody everybody's got a new podcast, Cara. You
00:48:56
know, everybody's like, "Ah, I'm going to create content. If you build it, they
00:48:59
will come." And that's not true at all. Lots of people can build podcasts that
00:49:03
or you know create content that sort of goes out into the ether to die. Yeah. And especially if it doesn't feel
00:49:10
authentic, if it feels driven by a corporate narrative, it it starts to lose some of what might make content
00:49:18
>> great otherwise. So like I imagine there are a bunch of candidates who could take
00:49:21
pluff at at his word and start doing what he says and would produce terrible content.
00:49:25
>> Yes. Good and genuine. Yeah, you're right 100%. Yeah. So he that was a
00:49:29
really interesting piece and I really I like David and it was absolutely true. Although it's kind of like no [ __ ]
00:49:34
Sherlock. I was like what? You're kidding. The content's important. >> No, but see you you and I think like oh
00:49:39
yeah no kidding. But it it is truly this idea that politics is now about being always on media messaging non-stop. That
00:49:48
is actually something that is >> not which is important to a lot of people. Trump has proven that for many
00:49:54
years. Obviously, now it's getting the the show's getting a little old in the
00:49:58
tooth right now and kind of crazy, but that's all right. It's a little like
00:50:01
network at the very end. Um, when Howard had some problems. Um, but you know, you
00:50:06
see AOC did it from the get-go, was very genuine to herself and she's obviously
00:50:11
talking her own book, but it's very effective. Same thing with Mom Donnie who's been very good and he's continuing
00:50:16
to govern that way. If you notice all his really interesting and they're good,
00:50:21
they're good. They're fun and they're they're creative. Um you don't have to
00:50:24
agree with them to not say, "Wow, look at that. That's really well done." Um
00:50:28
especially during snowstorm, he did a couple of good ones that were just sort of it wasn't political. It was just
00:50:32
here's how we're doing it and they were funny and quirky. His whole thing, there
00:50:36
was one he did the smile where he has that weird smile and they made his whole staff made fun of his smile and I
00:50:42
thought that was it was based on the movie Smile which was a horror movie which was funny. It's just he's very on
00:50:47
top of things and so are a lot of by the way Republicans. Some Republicans do a good job at it. Not not as many, but
00:50:53
Trump certainly absolutely for many years has done a really good job. I think the problem with these things is
00:51:00
people don't realize tech has tried this a dozen times. Many years ago, Yahoo
00:51:04
tried to do a news product and that didn't work because they weren't doing
00:51:07
any original reporting or anything else. They were just mouththing stuff. Um, uh,
00:51:12
Andre Hordes famously had a blog and called me and said they were going to beat me at my own game. And I'm like,
00:51:17
good [ __ ] luck. First of all, media is hard and it doesn't make money. Sorry. Like you're you're entering a
00:51:22
really like like what are you doing? And it well didn't work. They've tried a
00:51:26
number of times that that particular group and you know it's always sort of failed. AOL did it a little bit like
00:51:32
around the edges tried to you know to create some and it just doesn't happen.
00:51:37
So I think one of the things is I get that you feel more comfortable in these settings where people are a little bit
00:51:44
like your giant brain is so smart. Tell me how that works. And I think that has value by the way you know it's startup
00:51:51
people are always interested in how did I do that right how did you do that and they don't want any push back they just
00:51:57
want to hear your techniques whatever even if it's PR but eventually it's not
00:52:01
truthful right of like the real struggles companies have and when you have a little friction with a reporter
00:52:07
it does create really interesting conversations and the only person I would look to would be Apple Steve Jobs
00:52:13
he kept coming back to be interviewed by me even though I know I irritated him right? Because it was an interesting
00:52:18
conversation and it would help him. It clarified things. Um, we were fair with him at the same time. I don't think we
00:52:25
ever pulled any ridiculous, stupid, snarky moves. Um, but in a lot of ways, I feel responsible for this kind of
00:52:32
nonsense because they just don't want to talk to anyone they consider difficult
00:52:36
and would prefer to be. And I don't think that is the best outcome editorially. I just don't I just don't
00:52:41
think it becomes I think there'll be a backlash and they'll start talking to
00:52:45
actual reporters that are fair. That's my feeling, but I don't know. Maybe I'm
00:52:50
open. I don't really want to talk to them anymore anyway. So, it doesn't
00:52:53
matter in some level, but I don't know. We'll see. It's a small amount of money
00:52:57
to pay for possible good PR in a new fresh way. >> Is it a small amount of money? I feel
00:53:02
like the reporting was that it was not a small amount of money. Yeah, but for them it's a small amount of money and
00:53:07
they've said that essentially on the show is like that was a lot of money. We're taking it and running and that
00:53:12
will be the end of it I suspect. But it's glad it's glad they have people
00:53:15
telling them they're great. That's really good because they need that because you know money doesn't seem to
00:53:19
make them happy. >> Um in any case, we'll see. Do you see a lot of Are you impressed by a lot of
00:53:24
political um outfits? Give me give me things that you think are have done it well in the political space.
00:53:30
>> I will cross party. >> Well, yeah. So, I'll I'll cross party
00:53:34
lines and say that I I think that AOC is somebody who an example that I always give um of something that she did that
00:53:43
has just like lodged in my brain and I wish every politician would understand that this is the way the world works is
00:53:50
she appeared on um a skincare influencers platform. This was like two or three years ago. This wasn't this
00:53:57
isn't terribly recent, but she went on to talk about uh sunscreen regulation.
00:54:02
Like right now, if you try to buy sunscreen in the US, there are sunscreens that are better elsewhere in
00:54:07
the world, but you cannot get them here. They're not FDA approved. Um they're not
00:54:10
dangerous. Everything's fine with them. They just for whatever reason, you can't
00:54:13
get them here. And so she went on this skincare influencer show to talk a little bit about that specific issue.
00:54:18
And like, isn't it crazy that you can't get these good sunscreens here? which is
00:54:22
not an issue that is obviously right left coded or if anything it's almost more rightcoded. It's like hey the
00:54:28
government is regulating away your right to have this really good sunscreen. Um but she went somewhere where people who
00:54:34
are not necessarily going to tune in and watch her on MSNBC or MS now whatever we're calling it. Um you know that
00:54:41
that's not the audience she's going after. She's going after people who
00:54:44
might be much more loosely attached to the political process, but she's getting
00:54:48
herself in front of them on an issue that they care about with some credibility and that opens the door then
00:54:54
to say, "Hey, come follow me." Like, you may not follow members of Congress
00:54:58
because that may seem lame and horrible, but I am not as lame and horrible as the
00:55:01
rest of them, so please follow me. And you build that audience. And I think most politicians if you were like go on
00:55:08
a skincare influ I mean they're you wouldn't want that for most of them but
00:55:12
just whatever the equivalent of that is like you want to talk about emissions regulations like go on a car podcast I
00:55:20
just I think that most people in Washington are not thinking in that gear and that is where the future is going to
00:55:28
be won. It's not >> and also corporations too participating. I think Wendy's does a good job. I think
00:55:33
King Arthur Baking, you can you can name a dozen of them. Sometimes they can spin
00:55:37
out of control, but often it's a really interesting >> uh way to sort of genuinely explain
00:55:43
yourself to people in a as long as it's not cringe, right? In some fashion over
00:55:48
advertising. >> I 100% I I mean, if you're not out there, if you're not telling your story,
00:55:53
someone else is. So, it's important to go out there. It's important to be in
00:55:57
places where it's not just it's important to be in I think nonobvious places, but I also like the tension is
00:56:06
then you don't want to do stuff that's forced and feels cringeworthy. Um but
00:56:09
just letting letting the other side own the airspace or letting your opponents own the airspace is is not really as
00:56:16
much of a viable option. Yeah. very quickly. Um, obviously banks and advisers working on the SpaceX IPO
00:56:21
dealer being required to buy subscriptions to Grock Musk's terrible AI chatbot. Um, they they're going to do
00:56:27
it anyway because they'll do anything it takes. They'll take sure we'll buy your
00:56:30
shitty product for if you'll give us the banks. Um, he's also asked them to
00:56:34
advertise on X was less insistent on that request. Obviously, they're going to all do it. Uh, that I'm not surprised
00:56:40
by. But I'm just curious, have you done any polling on Elon now post, you know,
00:56:43
he's now going to be very wealthy again. once again more wealthy than he was
00:56:47
before. How where is his polling? Have you done much on on where he sits because he's about to enter the
00:56:53
political spectrum again quite significantly it looks like. I mean, I still think that he has residual
00:56:59
favorability from Republicans who I think have by and large forgotten his well I was going to say the very big
00:57:07
public falling out that he had with Trump that got very ugly very uh quickly. Um that that all but seems to
00:57:16
have been kind of memory hold at this point. Um but but there is still that lingering negativity from Democrats. It
00:57:24
may not be as acute. I mean, I I have not heard reports of like protests outside Tesla dealerships in the way
00:57:29
that you had about a year ago. So, it feels like the temperature has turned down, but it is not as though anybody
00:57:34
has like converted back to liking him or not liking him. Wherever you were a year
00:57:39
ago, you're probably still in about the same place. So, when when you're a
00:57:43
Republican getting money from him, it's worth it. Correct. Now, or is it a bad
00:57:47
thing? Because he lost in Wisconsin. He lost a lot of his presence tends to be a problem for some people. I think he
00:57:56
is not as much of a potent lightning rod as he was a year ago when we were in the
00:58:02
midst of Doge being in the news every single day, some new agency getting shut down or somebody getting fired or or
00:58:10
something happening that was causing >> causing some stir. you know, him showing
00:58:14
up in the White House, him in the White House with one of his kids, you know, like those we're that's not happening
00:58:18
anymore. And so I think him having less him be he is less of a lightning rod today than he was a year ago. So I I
00:58:26
think that would probably lessen any, you know, downside to having him, but he shouldn't act up again. Correct. Create
00:58:34
a >> as last time I was on your show, I said like less chainsaw, more Mars. And I
00:58:39
stick to it. I think to the extent that he has spent the last year doing less chainsaw and more Mars, I don't think
00:58:44
that it's necessarily won back anybody from the left, >> but I do think that the temperature has
00:58:48
been turned down around him to where he's a little less >> more Mars. That's what you got to do.
00:58:53
Build your [ __ ] rockets, I've said that over and I think you were absolutely right back then. All right,
00:58:58
Kristen, one more quick break. We'll be back for wins and fails. Support for the show comes from Delete
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01:00:15
code pivot. Okay, Kristen, let's hear some wins and fails. You go first. All
01:00:20
right. Well, we're going to talk space. Um, and this is a mine is a win and a
01:00:23
fail combined. A win is that as you and I are recording probably right about uh now, Americans are flying around the
01:00:31
backside of the moon. That feels like the biggest possible win. The fact that these that the rocket took off and it
01:00:37
was fine and it wound up working is unbelievable. But the fail is the toilets do not seem to be staying in
01:00:44
operation on this. This is a subject of great interest to my daughters. Uh they are they are like really really really
01:00:52
trying to keep up on the what is the status of >> the toilets on this uh Artemis. I think
01:00:57
Orion might actually be the name of like the part that they are in. But uh so it's both a win and a fail.
01:01:03
>> I think NASA has shined itself up a little bit. It's always it's been sucked
01:01:06
away by Bezos and Musk, but I think NASA feels kind of cool. I think their social
01:01:10
media is excellent. I think Victor Victor the pilot is such a hunk like like all of them are are and and all the
01:01:18
the whole team are amazing. I think >> they have a great inspirational message.
01:01:23
I mean just every time you hear them talk and it doesn't feel like hyper media trained either. Again to what we
01:01:27
were talking about earlier with like it just feels like you found genuinely incredible people and are sending them
01:01:32
to do an incredible thing on behalf of humanity. >> Yeah, I agree. I think they they just
01:01:36
are doing flawless speaking of social media. Flawless social media. I I haven't seen one thing that I' The
01:01:41
pictures are beautiful. The the the enthusiasm again, it doesn't feel cooked
01:01:46
in some fashion. The fail is the continued sort of um I know you, like you said, I'm not
01:01:54
clutching my pearls, but come on. I think people are sick of this and I think there's going to be a significant
01:01:58
backlash to politicians that look, I think there's a real opportunity for people to be funny and nice and, you
01:02:05
know, sort of more open-minded rather than dunking dunking dunking. I I just have this I think what Trump is doing is
01:02:12
is a step too far. And he I can't even believe I'm saying that cuz I I'm never
01:02:16
that person who goes, "Oh, you're kidding. Can you believe what he said?"
01:02:19
I always believe what he says cuz I think he's like that. Um but I do think people are tiring of it. And I think
01:02:25
even though they're sloughing it off, they're not sloughing it there. You
01:02:28
know, gh that's him. I think there's more. It's like I'm tired of hearing
01:02:32
this now. And I think there's a real opportunity for politicians to make people feel better. like I know in
01:02:38
political life in general and not but and also not um do it in a stupid way where you just pretend it's not
01:02:45
happening like that kind of thing. So I do think that's been a real fail and I
01:02:49
do think it's pro it's a bigger problem than people think. That's one. My win is
01:02:53
the Netflix documentary Dynasty the Murdoch. Um it's about the Murdoch Empire. I found out stuff about Ruben
01:03:00
Murdoch that was fascinating. I thought it was incredibly Liz Garbas directed it. I thought it was a terrific
01:03:05
documentary. I learned a lot about this very I thought it was very fair to the family at the same time. Um sad to
01:03:13
watch, you know, this kind of fall apart and I'm endlessly fascinated by Rupert
01:03:17
Murdoch, but and you know, he's getting he's getting on in years and everything,
01:03:21
but I do think it was a really interesting documentary. Um and not just cuz I'm it although I think I'm
01:03:26
spectacular in it. No, I'm kidding. No, the people who are mostly who've done
01:03:30
all the reporting at the times um did an amazing job and so I recommend it. I recommend watching it. It's he's he's a
01:03:37
unique political figure as you know, but I learned a lot from the documentary. I
01:03:41
Have you seen it? >> I have not. >> I will say the last movie that I watched
01:03:45
that referenced Rubert Murdoch was I rewatched The Devil Wears Prada from 2006 in preparation for, you know, the
01:03:53
the rebirth, the two too devil, too furious that's coming up. Uh, and he he is mentioned there's a there's a scene
01:04:00
where uh it's it's when Meyer Street's character Miranda Priestley is sort of
01:04:06
her her husband is divorcing her and she says like Rupert Murdoch should cut me a
01:04:11
check for all the papers that I've sold for him like assuming that like she fuels you know all these gossip gossip
01:04:17
rag headlines and so any I haven't seen the movie you were talking about but I
01:04:20
did see Devil War's product. >> Yeah, it's it's a sing it's a series a
01:04:24
couple of episodes. It's really good. Uh, I I shouldn't say this, but I'm I'm
01:04:27
in the Devil's Produ just briefly. >> Shh. >> Oh, tell. >> Yeah, it's like I'm sure it's blinking.
01:04:37
You'll see it, but uh they did a lot of uh it was reported already and it the
01:04:41
reports were true. >> I'm I don't know if they've cut me, but I I'm there. I get to play myself a lot,
01:04:46
Kristen, besides uh in uh on billboards in Times Square. Uh but I actually, for some reason, I'm the go-to person now.
01:04:53
If they have AI in the plot, they bring in carousel. It's like Wolf Blitzer.
01:04:57
>> So, there is I have I have one funny story about this. Um, you know that
01:05:00
movie Edge of Tomorrow or it used to be called like or like Lived, Die I Repeat is what they rebranded. I'm obsessed
01:05:05
with this movie. >> Blunt and Tom Cruz. Fantastic movie. >> At the beginning there's a scene where
01:05:09
it's Jake Tapper interviewing and it's a panel where it's like Olivier Knox from
01:05:15
>> I think he was at the post at that time. Um, Kiki Mlan, Democratic strategist,
01:05:20
and then Tom Cruz is in the middle. But like that scene never happened. They edited him in and they edited Tom Cruz
01:05:26
on top of Ross Stout. >> Ah, perfect. I like it. I'm there for it. >> So, cuz I was I was watching the movie
01:05:34
and I was like, was like, who is the Republican that was on set that day that got edited out to be Tom Cruz? Was it
01:05:40
me? I don't think so. >> Oh, yeah. That would be harder. Wow. Okay. Good to know. I love that movie.
01:05:47
Anyway, we want to hear from you. Send us your questions about business, tech, or whatever's on your mind. and go to
01:05:51
nymag.com/pivot to submit a question for this show or call 855-51 pivot. Okay, that's the show. Again, thank you for
01:05:59
joining me today, Kristen. Everyone should watch her bowling. She also appears on in on CNN and she's does
01:06:05
wonderful stories in the pieces in the New York Times which I learn a lot from just she lets the voters speak and
01:06:12
actually it's really interesting to hear them because it's a little more um
01:06:16
complex and that's why it's great and that's important to understand the
01:06:19
complexity of all this. Anyway, uh, thanks for listening to Pivot. Be sure to like and subscribe to our YouTube
01:06:24
channel. We'll be back on Friday. Thank you, Kristen. Thank you, Karen. Thanks
01:06:28
for listening to Pivot from New York Magazine and Vox Media. You can subscribe to the magazine at
01:06:33
nymag.com/pod. We'll be back later this week for another breakdown of all things tech and
01:06:39
business. Sam Alman, Pivot's not for sale. Sorry, so sorry.

Episode Highlights

  • Trump's Ultimatum to Iran
    Trump threatens Iran with dire consequences if they don't comply with his demands.
    “Open the [ __ ] straight you crazy bastards or you'll be living in hell.”
    @ 01m 38s
    April 07, 2026
  • Polling Insights on Military Action
    Polling reveals a divide in American support for military action against Iran.
    “Most polls show the majority of Americans are opposed to this war, right?”
    @ 02m 17s
    April 07, 2026
  • Gen Z's Economic Despair
    Gen Z voters express bleak views on the economy and job market.
    “Gen Z voters have the worst view of the economy.”
    @ 12m 48s
    April 07, 2026
  • Gen Z's Economic Despair
    Recent polling shows Gen Z's feelings about the economy have drastically declined.
    “It fell off a cliff in terms of their feelings about the economy.”
    @ 18m 16s
    April 07, 2026
  • Trump's Cabinet Shakeup
    A potential cabinet shakeup is reportedly in the works, despite presidential denials.
    “A Trump cabinet shakeup is reportedly in the works, though the president is denying it.”
    @ 22m 26s
    April 07, 2026
  • The Role of AI in Polling
    AI can help analyze polling data, but it can't replace real polling.
    “There are useful applications of AI in polling.”
    @ 36m 00s
    April 07, 2026
  • The Future of Prediction Markets
    Prediction markets offer insights but raise ethical concerns about insider trading.
    “When does that cross into insider trading?”
    @ 37m 51s
    April 07, 2026
  • Content Creation in Politics
    Creating content is essential for political messaging in today's landscape.
    “If you are relying on anybody else to get your message out but you, you are foolish.”
    @ 48m 00s
    April 07, 2026
  • AOC's Unique Strategy
    AOC appeared on a skincare influencer's platform to discuss sunscreen regulation, reaching a new audience.
    “Isn't it crazy that you can't get these good sunscreens here?”
    @ 53m 50s
    April 07, 2026
  • NASA's Wins and Fails
    NASA's Artemis mission is a win, but toilet issues remain a fail.
    “The rocket took off and it was fine!”
    @ 01h 00m 31s
    April 07, 2026
  • The Murdoch Documentary
    A documentary about the Murdoch Empire reveals fascinating insights into the family.
    “I found out stuff about Ruben Murdoch that was fascinating.”
    @ 01h 03m 00s
    April 07, 2026

Episode Quotes

  • I can't wait to hear the thrilling story of how this was done.
    Pollster: Trump's Approval Ratings At "Five-Alarm Fire" Level | Pivot
  • It feels like society has been moving in a bad direction for a while.
    Pollster: Trump's Approval Ratings At "Five-Alarm Fire" Level | Pivot
  • A shakeup can be a very good thing.
    Pollster: Trump's Approval Ratings At "Five-Alarm Fire" Level | Pivot
  • I think presenting that as a poll is disingenuous.
    Pollster: Trump's Approval Ratings At "Five-Alarm Fire" Level | Pivot
  • Politics is now about being always on media messaging non-stop.
    Pollster: Trump's Approval Ratings At "Five-Alarm Fire" Level | Pivot
  • I think there’s a real opportunity for politicians to make people feel better.
    Pollster: Trump's Approval Ratings At "Five-Alarm Fire" Level | Pivot

Key Moments

  • Trump's Ultimatum01:38
  • Cabinet Changes22:26
  • Trump's Brand28:27
  • AI Polling35:00
  • Content Creation47:58
  • Media Challenges51:19
  • AOC's Influence53:41
  • Murdoch Insights1:03:00

Tension Over Time

Words per Minute Over Time

Vibes Breakdown