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you're my junkyard dog I like that thanks for saying [Music]
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that hi everyone this is Pivot from New York Magazine and the VOX media podcast Network I'm Cara swisser and I'm
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thinking of doing ketamine recreationally tonight and um why well I
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used to have this incredible ability as a young man to disassociate it was basically sleepwalking to life I didn't
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care much about anything I'm having trouble disassociate from all this [ __ ] yeah and so I think I'm I'm
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going to a Fashion Week party tonight I don't have my kids I push my meetings back till 10: a.m. tomorrow so that all
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spells ketamine for the dog tonight really I'm going to try it yeah I don't even know how you take it though do you
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know how you take I medically supervised ketamine there's a big difference tonight I'm going to do it to like me
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more why don't a few moves why don't you just go down to Washington with the gang that's taking apart the government that
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I think they probably have some information on how to do that that is not tomato tomato me at a fashion week
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party hitting the moves thinking I like me a little bit more than usual doing
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camine with some strange person yeah I by the way I don't as opposed to going to Washington that is not tomato tomato
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all right that is that is huge yeah I want to have a good time tonight I want to forget everything I disassociate you
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got to be awake sweetie you got to be awake you got to be woke as they say you snort it do you inject it or what I'm
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hoping do you shove it up your ass hello ladies you know again who got a glove
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who's got a glove listen to me you can't disassociate there's no disassociation allowed Oh Daddy can disassociate you
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can't you have to be in this you got to like everybody's writing me like I can't keep up but I'm like you know what it's
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the long [ __ ] run with these people you got to stick in there that's what they that they they they in they rely on
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your exhaustion they rely on you being overwhelmed and you need to not you need to just keep going you have to associate
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that's how we win we associate they're disassociated people these people H yeah that's right thank you why don't you do
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a happy drug like not one that's so ruminative and like a what's a happy drug I don't know I never take any drugs
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so I have no idea yeah I don't I don't take so let me answer that that's called MDMA or X and I took it a couple times
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in college and I remember thinking to myself I don't have an addictive personality but I remember thinking this
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is so good I cannot do this again well then do that do that do that yeah I don't know you'll hug you'll try to hug
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me you'll call me and say loving things which would be disturbing to me but that's okay no it it makes me happy it
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does make me [ __ ] crazy I know but that there's a lot of hugs happening from what I never took it I never took it there's hugs right there's a lot of
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huging danc you know the initial it's initial use case how they it it was psychiatrists in Coupes therapy who
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wanted them to open up to each other I'm high on life Scott Galloway I'm high on life I hate it when people say that I do
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too it's the least Express I don't need drugs well I do because of people like
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you let me say I'm looking at the window right now I just got back on a red eye from Los Angeles I was in San Francisco
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Los nice thank you I was I'm wearing the same clothes I was out to dinner at a very fancy the uh mother wolf in Los
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Angeles have you been there it was really good I have a secret project going on there another secret project
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which is will soon be revealed but it has to do with lesbians in Washington that's all I'll say I'm convinced you're
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pulling a Scott when his kids were little and that is you're coming up with a lot of reasons to the house right now
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no I'm not I spend a lot of time I unlike you I do very short trips and I
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come back on red eyes so I'm here I took the kid I took uh uh Clara to school this morning and made her L made the
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kids lunch I get back so I can do that I got to go to San Francisco oh my God it's terrible I'll miss you guys so much
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one of the I went out you know who I went out with two people my brother uh and uh friends of mine to zouri which
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was amazing in San Francisco Cafe Z yes so good anyway it was great San Francisco was great um well I'm glad
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you're back and you need to stop taking red eyes you when you turn 70 such as yourself you as a gift to yourself you
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need to stop doing red eyes I don't do red eyes anymore oh really I don't mind it was lay down bed I slept it was fine
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it was fine iing your sleep your nutrition all right your sleep your nutrition and your exercise are the
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three pillars and you need to prioritize sleep you don't sleep while I'm playing have no more red eyes fore you know I
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wearing my aura ring and it tells me that I'm quite ready for the day it's weird I don't sleep very much rested and
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ready yeah I don't know why I don't I think it's lying to me anyway we've got a lot to get to because I need to be rested and ready by the way I have an O
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ring and I just downloaded my data and it says one thing try camine denight uhuh don't do it what say I can't wait I
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just think I'm going to like me you're not going to like it don't please don't okay going to feel better about we've got a lot it's not an Insurrection it's
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a dance party anyway oh that's funny that's a good
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joke that's a good one okay we've got a lot to get today including the Democrats finally showing some backbone and Trump's to create a sovereign wealth
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fund this lunacy is every single day I forget what yes well anyway plus earnings from Disney alphabet and
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Spotify but first um I think we know both know why Google searches for the word coup are up this week Elon Musk who
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is now a special government employe whatever the [ __ ] that is has had a very busy couple days is essentially shut
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down usaid offered buyouts to every member of the CIA and his Jo's team got access to the it systems of Medicare and
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Medicaid uh at Noah which is agencies and other other agencies we're talking
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uh we're going to talk about Trump and Gaza and the craziness in a bit but I want to focus by Focus start by focusing
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on Elon overall thoughts uh what we've been seeing Trump still thinks he's in control saying this week Elon can't do
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and won't do anything without a approval um uh you'll be shocked to learn that Senator Susan Collins is very concerned
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about Elon and Doge's actions people at the Trump White House they're leaking all over the place that he's too big for
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his britches I'm like when did you start to notice his pants were tight my friends he's totally too big for his britches all the time um you've been
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saying where are the Democrats um they're starting to show signs of Life protesting elon's power grab at a rally
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outside the treasury Department some house Democrats are trying to subpoena Elon to testify before the oversight committee they're making a lot of
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trouble the motion didn't pass it probably will pass at some point Democratic senator Chris Murphy was on
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Morning Joe talking about the game plan first party let's listen people understand that we are the minority
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party we don't run the White House we are the minority in the house and in the Senate but we need to act like a real
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opposition party in the middle of a constitutional and democracy crisis that
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means we should not be moving forward nominees or legislation in the United
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States Senate democrats should not be giving votes to nominees or to legislation in the United States Senate
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until Republicans get serious about this crisis I think he's been pretty good J Jamie Rasin has obviously AOC is
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terrific so talk a little bit about the on situation and making you know they're
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making him the villain so that it sort of offloads from Trump in a weird way um
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he's sort of the the I'm calling him a heat seeking shield for for what they're doing but um there's protests that have
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popped up around the country doesn't mean anything's going to happen criticizing particularly musk so talk a
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little bit about um uh this and what the Democrats should
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do well you should do actually you said something something that really resonated with me and that is I've been
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I've fallen prey to what is a really smart strategy on their part and that is the invasion of Greenland or you know
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somehow some [ __ ] up weird strategy for clearing out or the ultimate I don't know a partie or whatever they're
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planning to do in Gaza or or invading the Panama Canal or accusing a
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helicopter or saying that the people responsible for helicopter crash or some some somehow a function of Dei you're
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exactly right and it struck me what an idiot I was being that's nothing but Weapons of Mass distraction from what
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effectively a second Insurrection by the same president and instruction is probably the wrong term it's probably
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more of a coup but you change the entire negotiation between someone two people
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when one person holds a gun to the other person's head and what they have done they're they're very smart and elegant
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here instead of a bunch of Duck Dynasty Mobs with trucker hats and goatees getting out of their RAV for
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it's the wealthiest man in the world who in my opinion is trespassing in federal property and has enlisted a bunch of
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acolytes and has stopped making payments for things like Head Start or the
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funding of AIDS programs or malaria treatment there are people you know being carried out in stretchers that in
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hospitals because they don't have funding and it's not these are these programs and this funding whether you
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agree with them or not or think they should be subject to review are a function of laws that were passed by three branches of government and you
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have they figured out a way to say look over here at this helicopter crash or it's Dei or or we have a plan to clear
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out Gaza to distract you from the fact that we now have uh insurrectionist or a
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coup being led by the world's wealthiest man I think the Republicans are thinking I can't believe they're letting us do
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this and as long as we're kind of in favor of this and now they're in a position when you hold a gun to
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someone's head a chance es the it changes the complexion of negotiation it's no longer oh you need laws to do
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this it's like well we might turn the payments back on for Head Start but let's talk about it well no we're not
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going to discuss it uh I I don't think they're going gangster enough with they
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probably just unmasked uh because of their recklessness the names and identities of
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CIA officers which is an incredible Act of treason and stupidity they did that on purpose from what I understand they
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wanted they were sending this what Scott's referring to is they sending emails not
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in a in a way that's safe uh to the White House they wanted things like that so I I want to know who are these these
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young highly intelligent highly motivated zealots following them into these buildings and shutting off
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payments to to schools and head starts I want to know their names well I they're trying to the the local officials are
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trying to make that official the new newly installed Trump are threatening people for naming their names just so
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you know but go ahead oh yeah but they can unmask CIA officers who put them their lives In Harm's Way to try and
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keep our to try and keep our our Americans safe I want to know who their names are and I want to see Democratic governor saying I'm going to do
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everything I can in my power to use the Full Faith and to the letter of the law to put you folks in prison I think what
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you're doing is trespassing I think this is a coup and be clear just because the
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new insurrectionist who was elected you know I don't believe this is legal and
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I'm going to hold the people accountable who are trespassing and part of a coup accountable it to just sit
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back and say this is on this is horrible and this is unlawful we need to go
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gangster here and say look we are not negotiating around this stuff this is
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illegal this is a coup this is the unlawful seizure of power we are not going to engage in these [ __ ]
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ridiculous arguments over you know Gaza and Greenland
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we are going to hold the people accountable here are their names here are their faces and we have contacted
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the local authorities in where these kids live these young adults and we are going to hold them
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accountable we need to start hitting back in a way that disrupts what is the
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unlawful seizure of resources that have been Le you might disagree with them
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fine that is not anyone's right our elected representatives pass these laws
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no we get that I I I think repeating it doesn't matter cuz they are blowing through stop sign after stop sign it
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doesn't see this is a very typical I've I've talked to I would say a half a dozen Governors Senators Congress people
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this week and I would they were like well we're going to say something and I was like it he's going to break the
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rules like I I said you don't understand he's not going to stop because you tell him he's bad there's no way he's
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stopping and like look at everything he does he blows past the SEC he keeps going he does lawsuits against the Press
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he does lawsuits against competitors he blows up Rockets until he gets it right I was like this is a person with a high
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risk tolerance who has noticed that when you break things or break rules or open
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your open your company when the government of California says not to they don't stop you or or it's very hard
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to stop you and in the very Act of doing it even if he gets stopped later by a
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judge or whatever uh because it's a legal legal is slow moving as you know even if he gets stopped later he's
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already broken it right instead of reforming things um which is what they should be doing if they don't agree with
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this stuff they're destroying them and and if you read any Peter teal any of their stuff this is what they talk about
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the destruction of a liberal democracy and then starting from scratch with a unified CEO Theory which is essentially
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a dictatorship this is and and the question is a lot of them were like what do we do they're literally asking me
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what do we do to stop him I was like I I just don't I was like you don't you
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actually don't have the means to do so because these poor people are in these agencies and when these idiots come in
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these children these arrogant little pricks come in and say we're going to call the Federal Marshals or the
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president has ordered you to step aside they kind of have to you know you have to be resistant and be be walked out by
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security and then security doesn't know which one to listen to right essentially
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so I've had we've been critical of Democrats and I've heard from about six Democrats one Senator five
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representatives and he says what what would you do when we talk a little bit about messaging he like I'm like but
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that's not enough and he said well what do you want me to do walk down there and stop them I'm like yeah I'd like to see
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all whatever it is 48 or 49 US senators and any Republicans that want to join I'd like to see a couple hundred members
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of Congress go to the [ __ ] building where this is and demand to go in and
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physically stop this and let them arrest you I make fine let America see that
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there are still people who believe in government in the US and democracy let them arrest you like go down there this
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guy I'm talking to is a former this representative a newly elected guy former former um service member I'm like
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dude I if someone attacked our Shores you put yourself In Harm's Way I
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mean March down to wherever this [ __ ] building is where all these acolytes and the High Sparrow are and walk in there
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and demand they stop and let them arrest you Democrats this is not a time to come
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together this is a time to come to the rescue get together all of you wherever the building is wherever they're
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actually shutting off they move very quickly is the problem they they don't quite know where they're going like they
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they go from they they have the advantage here in that regard is they can show up at various places and you
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don't know where they're showing up well we have we have very talented smart people too with smartphones I would
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create a group of people elected representatives that go to these places where they are and say you are doing you
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are I believe you are breaking the law you are not an elected official you need to leave this federal government
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building and if the capital po respect the law if the capital police show up at the order of the president and say you
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need to vacate I would not vacate and if you get arrested fine I think I'm not a
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fan of breaking the law I think the law is on our side here I think these guys are breaking the law and just because
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you have permission from the president let's fight it out in court and find out well can the president break the law because as we have seen the president
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has been stop anytime this [ __ ] gets in front of a judge it usually gets stopped so do you have the right as a citizen an
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elected representative or do you have the obligation to get in the way
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legislative uh verbally legally and quite frankly at this point physically
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I'm not suggesting violence I'm not suggesting these elected representatives have licensed to walk into any federal
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building millions of people have elected them find out where this [ __ ] is going on and go down there and say to these
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people what you are doing is illegal I get it the issue is if if even when the judges stop them though they say oh we
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have security clearance but no proof of it like this they they're persistent musk has said to me fast and
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break things exact that's correct this is what they're doing and you know like must have said to me we have
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self-driving in a year we have self driving a year it we have security clearance anything like one of them was
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like how do you know they don't have it I go because their mouths are moving they're lying they lie as a practice in
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order to get to the next thing they're High Risk Takers they're willing to to
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they know you're not going to stop them that you know ultimately because it takes effort they don't want to govern
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they want to break and and even though they're in charge of the government they want to they don't want to reform it
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they want to break it they want to destroy it they want to take it down to its studs so that they can then rebuild
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in the way they see fit and the the the arrogance of these people I cannot tell
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you you could like fuel a rocket to Mars with the arrogance of these people and
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and what's interesting is there's a bunch of lawsuits filed as you said as part of the counter offensive unions
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federal employees and others are challenging the legality of el and Elon and Doge to get access to Federal
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systems destroy agencies or push people out of jobs I'm tell telling you El also loves a legal fight right he doesn't
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care he doesn't care he he waits people out um it this is perfectly designed for
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someone like him like to to to behave and every one of his actions is very
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much the way he's behaved that's one thing you know when I said he's not going to listen to that he's going to go
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to the next one and someone was like how did you know and then he did it and I'm like because this is this is his little
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act right this is his same thing every time he's not particularly creative in
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new methods of this kind of stuff but but one of the things that's important to keep in mind is that he does have a
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pattern that he that he that he does all the time and so do all these people by
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the way they all have the same pattern of making a mistake whether it's for your teen girls and making them feel bad
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and going we so sorry we're so sorry we're so sorry you know and I think that's the one thing is not fully
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appreciated that they don't they're not sorry nor nor will they pay attention to
00:19:02
the law even if a court orders um you know right now court orders musk out of
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the treasury computer payment system so it can sort out whether the doge is a legal government entity um you know are
00:19:14
they out they were in there before or you know that's the whole thing is I don't know if they're actually nobody
00:19:20
knows that they're out and then let me say the last thing what they're going to do is find little cherry pick costs that
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that look bad right and make things up cuz they just lie they just lie money
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money laundering or they're criminals this thing about subscriptions and Politico it was $24,000 at usad they
00:19:38
were using their political Pro just like you'd buy a subscription and may I point out that Elon the government pays Elon
00:19:45
$15 billion so everybody for his Wares and then they so it's it's Petty and
00:19:51
unbelievable nonsense and they'll cherry-pick stupid little things a lot of them inaccurate like the condoms to
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Gaza for example a lot of them deeply inaccurate or based on stories that are specious so they'll keep doing that
00:20:03
constantly so that we're like cats chasing a laser pointer but just moving
00:20:09
to what we can do one the Democrats at this point I
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mean I remember talking to Ray Doo about um um our elected officials and he's
00:20:20
like and by the way this is he was like this is war take the gloves off I mean
00:20:25
this is like this isn't try to understand or empathize with the people who elected this guy this in my opinion
00:20:31
This Is War and they essentially they're challenging con
00:20:37
they're challenging the Constitution and democracy I don't think I don't think it's time for us to try and figure out like understand
00:20:43
them the the what I would say is and I've heard from a lot of Canadians who
00:20:49
appreciate our thoughts around uh the tariffs and one person called me who
00:20:55
who canidates actually strangely like there's like 12 families who kind of I don't say run anything everything but
00:21:01
kind of own the majority of stuff and I mean I'd like to think that America came to the aid of a lot of nations in real
00:21:08
times of Crisis over the last 100 years and we want to keep doing that I mean at this point I'm I believe that Nations
00:21:16
need to come to the aid of America at this point and I would suggest taking a
00:21:22
a page and to the extent that people feel frustrated or worried about America no longer being the shiny Beacon leading
00:21:28
democracy all over the world were setting the tone what Canada did was it
00:21:33
I'd go I think he need to be very mellan strategic uh Province and Canada has canel a $100 million contract for
00:21:39
starlink they've said we're just not going to continue to fund the lead of a coup I I I'd hit them where they they
00:21:47
they're in their soft tissue and that is if you think America plays and should continue to play a vital role in our
00:21:53
democracy and be be that shiny beacon on a hill and you are uh you
00:21:59
starlink or your government is in negotiations around subsidies whatever it might be for Eevees or Tesla I would
00:22:05
make it clear that you are not going to support an individual who's leading a coup in a nation that has for the most
00:22:11
part been a really staunch Ally I'm now at the point where uh can't call them Republicans I think they are both kind
00:22:18
of surprised and giddy that they're getting away with this and also scared of Crossing Elon for fear they'll be
00:22:23
primar by Twitter and his hundreds of millions of dollars which he can do now given the fact that we let one man a
00:22:28
mass $400 billion doll in power and two you know they surpris and also quite
00:22:33
frankly Cara I think Senator Murphy is fantastic we come across as neutered andless at this point we are like we
00:22:41
look over here oh I can't believe you would say it was Dei around a helicopter you are exactly right that is a sideshow
00:22:48
and may I say the media is doing the same things these headlines in some of these papers it's like Innovative way to
00:22:55
to deal with government I'm like I said it's a coup stop saying this and one of the things um that that especially these
00:23:02
young men that are working for them it they are so typical of the one thing I did have as a theme in my book was the
00:23:08
juvenilization of men um and the and the codling of them and persistent
00:23:13
sidelining of women in Silicon Valley like and people of color or anybody that was different um and and that is that is
00:23:20
a that's this is a 30 years going of this idea that these people have the right idea and I found some stories that
00:23:27
I wrote one was called the men and no women of Facebook uh and the men and no women of boards and one of the things
00:23:35
um that was interesting is I was able to put those headlines because I controlled my own media but one of the problems is
00:23:42
that they have such disdain for people and the Press is treating it like it's
00:23:48
like an equalized thing and it's just not I'm finding it so frustrating um I
00:23:54
even you know you know I'm on CNN and on Friday I was like this is a hostile takeover you need to treat it stop
00:24:00
talking about Dei in the plane crash you can talk right stop you need this is what this it's a hostile takeover of
00:24:07
government probably illegal and you can't look at it like well look at that kind of things I I just I I'm perplexed
00:24:14
as to why it isn't a five alarm fire everywhere all day long every minute in
00:24:20
the media you know now your house is on fired you shouldn't be arguing over the pattern of the couch it just and all
00:24:26
these things are important but this really is I again I think our elected representatives who have contacts
00:24:32
overseas should be calling them and saying uh you need to put pressure on Elon you need and Trump is doing the
00:24:39
same thing that Zuckerberg did to Samberg he's using him as this very powerful and effective heat shield such
00:24:45
that if he does go too far and in fact they do find this is illegal and they start Trump can back away and say oh I I
00:24:54
didn't know they had done that yeah they went a little too far yeah
00:24:59
so he's basically I mean to a weird extent Elon Musk is a $400 billion media
00:25:05
platform weaponized Sandberg he's a heat shield and he's like you you understand
00:25:11
this technology and how to go in there and shut off payments and what they're hoping is it resets or recalibrates the
00:25:16
playing field for negotiation let's start from you're getting zero despite the fact that our elected
00:25:22
representatives passed this law that says Head Start is a good thing and this is they went right to the me mechanism
00:25:28
for the payment I mean it and it's I don't understand this is illegal I I would just very simple
00:25:36
this is illegal and I believe the people involved in this will be um prosecuted
00:25:41
that is that is what IED by this justice department because all they're doing is getting rid of like threat companies
00:25:47
that have Dei that's the first thing Pam Bondi did again another weapon of mass
00:25:52
distraction that that's not going to go anywhere what could go somewhere in my view legally is to say these are the
00:25:59
laws and that I believe the you and these 25y olds have broken and I plan to
00:26:05
do everything within my power to enforce these laws now the only thing that can get in the way well we're going to get
00:26:11
to that so let's go on a quick break really quickly we'll talk about Trump including flooding The Zone which we were just talking about this is as much
00:26:18
a marketing issue as anything else and that's they're very good at this Scott we're back the president and president
00:26:24
Trump is making all sorts of headlines this week Trump surprised pretty much everyone with a plan for the US to take over gazin turned it into a Middle East
00:26:31
um Riviera Mara Gazo that's the joke which is not funny actually though some
00:26:37
Administration officials are walking that back a bit his cabinet nominees RFK
00:26:42
Jr and telsey Gabbert appear to be on their way to confirmation he's reportedly getting closer to an executive order abolishing the
00:26:48
Department of Education he's doing everything by executive order because he doesn't want to bother with with
00:26:53
legislators we talked a few weeks ago uh questionable executive I orders i' say
00:26:59
let's talk a little bit about this and how people can avoid falling the Trap of distraction Trump throwing up these crazy ideas and orders while Elon is
00:27:06
making this power grab um it's quite coordinated from what I can tell although I don't think Trump knows what
00:27:12
he's doing courts have done a few things to keep them in check they're stopping him from he's already was in the
00:27:18
treasury now they're saying Get out of the treasury who knows if he will because I again Liars all of them um a
00:27:24
federal judge did block the birthright citizenship order this week um but then Trump was busy uh signing executive
00:27:31
orders outlining plans for a government-run sovereign wealth fund which potentially used to buy Tik Tok
00:27:36
that's called state-run media um the fund would also support other National Endeavors like infrastructure projects
00:27:43
um I you know I don't know what to say talk a little bit about the strategy as
00:27:49
a marketing thing I hate to say that but this is he's and then we have a story in the New York Times it's like well it's
00:27:55
good that he's shaking up the difficult problem in the mes maybe it will create fresh ideas now I I was sort of like
00:28:02
what like moving people against their 2 million people against their will to where they've lived their whole lives is
00:28:09
a fresh new idea I mean and as if no onec especially because Gaza is absolutely destroyed like again they
00:28:16
destroyed it and now now they've destroyed it they can't go back that kind of
00:28:22
thing well okay but before we even get to the notion that Egypt
00:28:29
I mean look at the borders look at look at the Gaza border with with with um
00:28:35
it's neighboring Nations who's no one wants no one wants to take these refugees whatever you want to call that
00:28:41
is such a I understand the argument it's an interesting argument and Dan cenor is a good person to to talk to about this
00:28:47
or someone the notion that we're setting up a situation where nothing's really going to be different and eventually
00:28:53
we're going to face the same problems in two 5 10 years again that's a powerful argument so the notion that we need to
00:29:00
be creative and thoughtful fine this is not the time if you go into
00:29:06
the emergency room okay the term stop the bleeding originates from a very logical place and that is if you go into
00:29:13
the emergency room with a gunshot or you've fallen and hit your head and you're hemorrhaging blood they don't
00:29:19
take your PSA they don't talk about they don't say check his or her cholesterol
00:29:25
they stop the bleeding everything else at this point is a worthy conversation that should be had
00:29:32
by our elected representatives but if we let a coup be successful and change the
00:29:37
complexion of the negotiation whereas opposed to arguing over who is prosecuted here and under what laws and
00:29:44
how do we immediately arrest this coup such that we're not negotiating well
00:29:49
will you give us 50% of the funding back for Head Start dear person who wasn't elected to make these
00:29:56
decisions Focus on stop the bleeding and the bleeding here America is bleeding
00:30:03
out in a small building somewhere that has access that is being remotely
00:30:08
accessed by different locations by a group of people under the cover of dark
00:30:14
to stop payments based on programs that were passed by laws by our elected
00:30:19
representatives this is a coup and it's not a slow moving coup it's a fast moving coup and everything else is an ER
00:30:26
doctor saying okay they lost their leg and they're going to be dead in 3 minutes if they continue to bleed out
00:30:32
but let's let's figure out let's find out what their good and bad let's figure
00:30:37
out what their blood pressure I mean no none of that's important at this point stop the bleeding this is our
00:30:45
Focus well here's the problem ketamine know ketamine exactly but this this plan
00:30:50
literally Israeli defense minister said his instructed the milary to draft a plan to allow voluntary departure of
00:30:56
Gaza from residents the only way they're leaving is if you if you ethnically cleanse them and I know none of it makes
00:31:02
any sense you know what's funny like one of one of the right most of the conservative uh think tanks are sort of
00:31:10
like oh dear like right now if you look at someone they were like this government thing isn't good this Gaza
00:31:15
thing isn't good um and they're like don't be hysterical and use the term ethnic cleansing but I'm like only the
00:31:23
comedy shows are getting it right like The Daily Show they keep see they have different eup isms for what it is like
00:31:30
um you know voluntary departure or um Refugee moving them as refugees and and
00:31:37
and they the word was password of the day is ethnic cleansing and they keep doing different words and they go B when
00:31:43
they have the wrong word I only the comedy shows are actually calling out
00:31:50
this stuff for exactly what it is only the comedy shows are calling it a Nazi salute that Elon did are saying this is
00:31:57
illegal or just explicitly doing it and I guess it's under the cover of Comedy
00:32:02
cuz some of it's very funny but it's actually quite strong I guess I don't know what else to say because that's
00:32:08
where I'm seeing the best coverage of this stuff or the best commentary I
00:32:14
guess yeah I I just look again I I'm I'm just remiss to engage in the
00:32:19
conversation about how ridiculous it is because I don't think it's I don't think it's going to happen I don't I think
00:32:25
this is again an attempt to say look over here let me talk about gender in the workplace as I figure out a way to
00:32:32
create algorithms for profit that make it more likely that your 15-year-old girl is going to engage in self harm
00:32:38
look over here I have a book signing yeah yeah I mean it's just yeah the we
00:32:44
fund thing I you know someone they wanted me to go and talk out the well fund I said that's [ __ ] ridiculous state-run media it's not allowed and
00:32:50
they're like well what do you think it would be I'm like I don't I don't what do I think of the Loch Ness monster
00:32:55
you're like asking me it's not doesn't exist or maybe that does um but the the
00:33:00
wealth fund I'm sort of like state run media does everyone have a problem with state run media in the country with the
00:33:05
First Amendment like yeah I do like other countries do have Sovereign wealth funds that invest Surplus income the US
00:33:15
by the way runs a budget deficit so we don't even have money to put into the Sovereign wealth fund um I mean I don't
00:33:22
you understand Sovereign wealth better than I do but this is nutty like it's not to buy Tik Tock what look a
00:33:30
sovereign wealth yeah in the casa they play different roles in the case of the
00:33:35
Kingdom it's like we need to figure out a way to transition away from fossil fuels we have a ton of money we want to
00:33:41
be strategic we want to turn it into yeah we want to turn it into more a greater return we want to be thoughtful about it such that we can then make the
00:33:48
Investments we need to Pivot away from an economy that's dependent upon a sea of oil which is going to dry up in 30 57
00:33:55
years such that you know we entered the quote unquote modern world in Norway
00:34:00
it's a means of saying okay Norway owns 1 and a half% of the world's stocks and they create an incredible standard of
00:34:06
living for their folks for their folks because they have thoughtful people trying to figure out how to invest their excess Capital to a greater Roi than
00:34:13
their competition America doesn't need a sovereign wealth fund we have so much Capital being invested private privately
00:34:20
that's a financial argument but the other thing is when you buy one firm this is a sovereign wealth fund invests
00:34:25
and tries tries to find Alpha disl for the benefit of its citizens we don't need that here in addition this is The
00:34:33
Sovereign wealth fund again is a distraction from what he's really suggesting and that it is the government owning a business which is socialism
00:34:40
right and and a media business a media business it's not like it's potatoes or something but but the UK made a very
00:34:48
compelling argument at the time I see why they probably thought that we need manufacturing to come back and we have this really compelling guy who built the
00:34:55
Pontiac GTO and we're going to bring manufact we have an opportunity here to be one of the largest shareholders in
00:35:01
this amazing New Technology and Manufacturing brand called DeLorean and so they made him b i I
00:35:08
believe that the the critics of Republicans were right to criticize Obama for some of his subsidies around
00:35:15
solar firms the whole Republican argument is that the the public sector shouldn't be in the business of picking
00:35:20
winners and losers I kind of get that now if you're going to do it systemically and say we want to support companies who are building our chips for
00:35:27
defense reasons fine but this is the state controlling the means of production and even saying this I'm
00:35:33
taking the de debate this is never going to happen but again I go back to where
00:35:40
we're bleeding right and so this again is another distraction it's a stupid idea it will never happen they know it
00:35:47
in my opinion maybe he just thought about it and thought I'm a deal guy I can make money here for the government
00:35:52
now we don't want to own Tick Tock we want to regulate it or ban it we want to promote uh the rule of fair play and
00:35:59
even playing fields such as startups have a shot and everyone is playing under the same rules and meanwhile if
00:36:05
you in fact have an algorithm that can be reverse engineered to polarization radicalization or self harm among teens
00:36:12
maybe you should be subject to the same liability as traditional media okay that's a that's an that's the
00:36:18
government's role the government's role isn't to start cosplaying business Trump has been cosplaying business his whole
00:36:24
life this is the reality of trump if he had invested his father's massive Fortune which he inherited in any Index
00:36:31
Fund he'd have more money than he has now but he's been cosplaying business he was hugely insecure I ran across Trump
00:36:39
businesses all the time doing business in the general reputation of trump and his family was there were a bunch of
00:36:45
rich kids who didn't know what they were doing that they just weren't very good at what they did he's been cosplaying
00:36:51
business his entire life and this is again him thinking I've got an idea we'll own Tik Tok and we'll make money
00:36:58
that is not a government role it's not absolutely not and again here I am taking the taking the bait look over
00:37:05
here it's just not happening it's just such non it's [ __ ] nonsense like nonsense every time they ask me to
00:37:11
comment on things I'm like it's nonsense what else can I say this is [ __ ] this is such there's no there's no
00:37:17
interest like sometimes I think it is good like let's think of some fresh ideas right let's huh what should we do
00:37:23
here with this how do we protect our national security and yet protect the First Amendment like how do we do that
00:37:28
like there's always a room and that's the good part of Silicon Valley like let's think of new ways to do things
00:37:34
let's and by the way they don't have let me just say this attack I'm going to just have one slight rant here I got
00:37:40
contacted by ban sabat do you know him he's a great investor he was in Twitter early and stuff like that and he's
00:37:46
written a piece called there are people in Silicon Valley that are not like this just so you know and he wrote a great
00:37:51
piece called Public Service the backbone of American democracy and he really didn't like this one line in these Doge
00:37:59
um press releases where he says the way to Greater American Prosperity is encouraging people to move from lower
00:38:04
productivity jobs in the public sector to higher productivity jobs in the private sector reveals a staggering
00:38:10
ignorance of the essential work performed by those in government it is not only offensive but also demonstrably
00:38:16
false I was so happy to read that you know that that um the private he would
00:38:22
simply put the narrative that the private sector is inherently superior to the public sector does disservice the millions of Americans who serve their
00:38:28
country every day it risk demoralizing a Workforce already under strain and undermines the Very institutions that
00:38:35
protect and our Advance our shared values these people who have had so many fraking failures of their startups they
00:38:41
[ __ ] up so much and and Donald Trump is the top [ __ ] up the top [ __ ] of
00:38:47
business they're allowed to say they're Innovative and they then insult
00:38:52
government officials who have done a pretty [ __ ] good job keeping us safe um every day and it's so it's so
00:39:00
offensive and so easy to to insult the government and its workers and it's they
00:39:06
have [ __ ] up so many times that we should start making lists of all the different stupidities they have
00:39:12
perpetrated I find it the whole thing just it's nonsense I don't so the
00:39:18
there's there's there's also there's parsing kind of mendacious to just
00:39:24
stupid and dangerous um the CIA I've had the pleasure of
00:39:30
working with several um officers these are incredibly bright people incredibly
00:39:37
skilled and instead of going to work for Google or Proctor and Gamble they decide to serve their country and they take
00:39:42
enormous risks and the fact that the fact that they have so little regard for
00:39:49
a National Security apparatus that they might be unmasking these folks either recklessly negligently it is that is
00:39:57
100% the right word it's traitorous and it's stupid because what is the likelihood the Central Intelligence a
00:40:04
agency recruits out of every top business school every top college they try and find the best and brightest from a very early age do you think you're
00:40:10
more or less inclined to go to work for the Central Intelligence Agency right now knowing that your own government
00:40:17
might OU you what if you're overseas On Assignment right now oh sleep well
00:40:23
tonight they might know they might know who I am and what what I'm doing here
00:40:28
and by the way it's not like these guys lose their pension if they're found out
00:40:33
it's not like they get fired they are tortured and then murdered trying to
00:40:38
protect our Shores and you have people who have so little regard for their sacrifice and their patriotism one let
00:40:46
me just take one thing we got to move on is someone who is very interesting some of his comments is Bill Gates he's on a
00:40:51
book tour for a book called source code um he has met with Trump because he's trying to stop him from funding AIDS
00:40:57
things and I he has to do that he's he's the president he's got to go in there and make his argument why not to and he
00:41:04
has been defending usaid he's someone who was very arrogant about government I
00:41:10
when I met him he was super arrogant he now is like I was arrogant and let me tell you there's some amazing people
00:41:15
working for the government I've had government there's there dedicated important people doing important work if
00:41:21
you partner with the government he's he's very quietly doing the right messaging
00:41:27
around why this is wrong and every now and then he's like what elon's doing is is nonsense and irresponsible and here's
00:41:34
why I don't think I I'd like him to yell more but I have to say I was pretty surprised how explicit he is being
00:41:41
there's very few other leaders that are doing that none of them like none of them he was the only one that you see
00:41:47
because he knows he doesn't have a price to pay because he's Bill Gates right so he can do that so all you other Rich
00:41:53
[ __ ] who don't think this is right not saying anything is heinous on your behalf anyway let's go on a quick break
00:41:59
we come back we'll talk about this this week's earnings Scott we're back with our second big story there's lots of
00:42:05
earnings news we we still have to talk about earnings um Disney beat expectations reporting a 4.8% increase
00:42:11
in Revenue the company's experience business which includes Parks cruises and Resorts Rose 3% entertainment V
00:42:17
division saw a 9% jump in Revenue Disney plus saw a 1% decline in subscribers following an increase in prices last
00:42:23
year they had been they're doing pretty well they're make their streaming businesses quite stabilized and it's moving forward um at some point you run
00:42:31
out of subscribers essentially like and there's a lot of churn Etc um alphabet
00:42:36
I'm going to go through them and then you can comment on them shares of the company are down almost 6% in the last five days at the time of the taping
00:42:42
alphabet's overall Revenue grew um 12% compared with 133% in the same quarter
00:42:48
last year advertising Revenue grew 10.6% compared to 11% last year the company
00:42:53
announced plans to invest in above expectations 7 5 billion in capital
00:42:58
expenditures as it continues to build AI offerings um uh one of the things they
00:43:03
did note is they're going to stop uh all their uh efforts in Dei because they're
00:43:08
going to unlike Costco and apple they've decided to to Cave um and there are
00:43:13
threats from Pam Bondi and state attorney generals and they've just decided to cave and all their different
00:43:19
programs um not Spotify shares were up 12% in the last 5 days at the time of
00:43:24
the taping after the company reported its first uh ever profitable first profitable year the company reported 40%
00:43:30
gross profit growth year-over-year and operating income of 477 million euros
00:43:35
monthly active users grew by 35 million up 12% for the year um lastly Uber
00:43:41
reported a lower than expected operating income of 770 million 3. uh1 billion
00:43:47
trips were completed on the platform up 18% uh year-over-year Uber Al Uber also announced its ramping up for a public
00:43:53
launch of Robo taxis in Austin through its partnership with WH MO is killing it
00:43:59
in San Francisco I can tell you that well then the company's optimistic about the autonomous vehicle Market admed
00:44:04
there are many many years to scale they're absolutely right so which one of these would you like to take um they all
00:44:09
did okay I think was pretty good given all the well I'll touch on each of them and then try and extract what I think is
00:44:15
is an interesting theme so Disney essentially the streaming Wars everyone's fighting to be lift what do I
00:44:22
mean by that Netflix is running away with it definitely so everyone's everyone's fighting for number two M and
00:44:28
they they've I don't want to say they've given up but Netflix I mean just to give you a sense in 2015 Disney price to
00:44:36
sales was four Netflix was five so they saw them in kind of spitting distance of
00:44:41
each other from a shareholder standpoint as we sit here today Disney trades at two times revenue and Netflix trades at
00:44:47
11 times Revenue Disney they lost 700,000 subscribers but that was in the
00:44:52
face of a price increase now it wasn't a huge price increase but it does show kind of the the strength of Disney's
00:44:59
positioning around family whereas Netflix added 19 million subscribers um Disney's added Disney
00:45:06
plus has added 13 million the big thing comes down to churn and that is there's this really uncomfortable Dynamic where
00:45:14
everyone but Netflix has to reinvent their entire customer base every 10 years or two years because they go on
00:45:19
and they download the entire season to Ted lasso and then they cancel Apple TV plus and and Netflix has so much so much
00:45:27
gross tonnage that their churn is only 2% Disney is number two but it's at 4.8%
00:45:33
and then the other guys have even higher turn rates the let's moving on can I
00:45:39
just make a note here y real competitor and this is me talking to Hollywood people yesterday is YouTube YouTube is
00:45:45
the competitor Netflix the real no one talks about they are killing it at Netflix so go on to Google and Al your
00:45:51
but to your point total total share of video viewership is like eight or % for Netflix YouTube is 11 yeah you YouTube
00:45:59
You could argue YouTube is a number one streamer but it's still categorized as a as a different a different sector I
00:46:05
think they're going to do a lot more originals FYI but go ahead Disney's park screwes and Resorts continues to be you
00:46:11
know the gift that keeps on giving Revenue up 3% but the operating income was up 6 to 8% Disney's done a good job
00:46:18
incorporating ESPN into a pretty compelling bundle with Hulu moving on to Google their full year Revenue grew 14%
00:46:26
but people are freaked out about slower than expected Cloud growth because they see that as a proxy for their AI
00:46:32
offering uh so they took the stock down a little bit they're also worried about the amount of capex um their Capital
00:46:38
expenditures is supposed to increase to 75 billion the thing about Google though is that they have five separate
00:46:43
businesses that do more than 30 billion in annual revenue if their stock were to go down I mean look at it this
00:46:51
way that's like saying they have the revenue power of five different Starbucks or different visas with with
00:46:58
different businesses they are just a they are just a cash a series of cash uh
00:47:04
volcano seven products and platforms with over two billion users search maps Gmail Android you know they're just
00:47:09
doing incredibly Spotify is probably the most impressive uh from uh performer from
00:47:16
where it was say 12 or 24 months ago and that is they've they essentially uh set
00:47:23
quarterly record highs for Revenue gross margin operating income to stock has tripled in the last year their platform
00:47:30
growth is accelerating their total monthly active users hit 675 million
00:47:35
their premium subscribers up 11% their Aver average revenue per user or RPO is
00:47:41
up 5% um the the and now kind of what I'll say and I'll come back to him in a
00:47:47
second but the big theme here or something hopefully resembling inside is the following if you look at the
00:47:54
acceleration in Spotify I stock and Netflix I believe that that's more than
00:48:01
just growth in the category it's effectively so Netflix now has more than
00:48:06
50% of its production overseas and um if you look at uh
00:48:12
Spotify less than 1% of its artists Garner more than 92% of its uh streaming revenues
00:48:20
effectively with the scale that these companies have and by not sharing analytics or information what Netflix
00:48:27
has done is it has transferred a massive amount of capital earnings power money
00:48:34
from the means of production specifically artists to Netflix shareholders and that is when you put
00:48:40
something on Netflix they don't tell you how successful it is they might produce it in Spain or in Soul but they've
00:48:46
basically extracted a [ __ ] ton of capital from California based employees
00:48:52
from actors from producers and said we're kind of the big dog here and you have to operate under this new religion
00:48:59
or this new operating model Because by the way if you don't want to be in our Netflix drama there's 179,000 other sag
00:49:06
after people that are looking for work and can I just make a point they also put out so much content that's pretty
00:49:11
good right it's not none of it's really one of the way someone was telling me a story who was with last night who used
00:49:17
to work at Google was Susan wesy the late Susan wesy and they were thinking about getting into originals and they
00:49:23
walked her through the the economics of Hollywood cuz she wasn't familiar you know she had been very successful with
00:49:29
Google and she had just taken over YouTube and they they walked Walked her through it and she got up and she goes
00:49:35
this isn't a business like what only one hit carries all the losses like she was
00:49:41
like she immediately clocked the problem right like she goes this isn't a really sustainable business if you don't have
00:49:47
this one hit and she goes why are they operating like this and she was I think she had insight into the idea that if
00:49:54
you had a lot of little hits or or spread it out with stuff that people
00:49:59
like you would do a lot better and that's what Netflix has kind of done here they have nothing's every now and
00:50:05
then they have a big one but all the others are fine and they help sustain the fact that that it's a good product
00:50:11
you you find you find efficacy in the product you find pleasure in the product same thing with Spotify it's a at the at
00:50:18
its heart it's a good product I don't know what else to say it's like enjoyable to use you find what you want
00:50:26
maybe it's not like soaring like an HBO can be sometime but every now and then
00:50:31
it is and it's so that's you know it's a good I don't know what else to say it's a good product like that's how I feel
00:50:36
about both those companies but you you you touched on what the secret there there's two
00:50:43
ingredients to the secret sauce here and it's an asymmetry they both have both have to do with an as symmetry of
00:50:48
information if Deadpool does $1.3 billion the agent for Ryan Reynolds and
00:50:56
for Hugh Jackman know that and the next time they want to do Deadpool meets Fast and Furious 18 or whatever the agent
00:51:04
from WME goes to the studio and says I know how important Hugh Jackman is and
00:51:09
they extract a [ __ ] ton a pound of Flesh in streaming the only evidence that Ben
00:51:15
Stiller has that Severance got more than one viewer is they order Seasons three and four so the asymmetry of information
00:51:23
always benefits the person that has symmetrical information when G ER anison's agent knew that the Thursday
00:51:28
night lineup counted depended was was resting on the pillar of friends the
00:51:35
people producing and acting in friends could extract a lot of Revenue no one in streaming has any [ __ ] idea and then
00:51:41
the second big number out of the Disney earnings that fascinated me and explains
00:51:47
why explains why uh Netflix trades at 11 times Revenue in Disney at two times is
00:51:53
that now more than half of Netflix's content budget is spent overseas and
00:52:00
some of it's done to be more multinational but the majority of the reason they do it and the reason why they're building big studios in New
00:52:06
Jersey is because New Jersey just supersized their tax subsidy they realized if we can produce two eights in
00:52:14
Spain or Soul instead of producing one possible eight or nine in La go with the
00:52:20
eights overseas over 50% of their content budget is now spent overseas do you know what percentage of Disney dis
00:52:26
content budget is spent overseas I bet none like 4% right none like none so so
00:52:33
what essentially what Japan did to Detroit Netflix is doing to Los Angeles
00:52:39
and I don't care you want to talk about nuclear code Secrets when we launch our
00:52:44
series on Netflix and I say if I call them and say I am not working with you again unless you tell me how many people
00:52:50
downloaded this relative to your other dramas they're going to say well it was nice working with this guy see you
00:52:56
because they don't want anyone to have that leverage so asymmetry of information and the globalization of
00:53:03
content production a decent product a decent pleasurable product Oh it's a fantastic product but all of those
00:53:09
benefits all of I mean this is a straight line there's a lot of innovation fantastic product but you
00:53:15
want to talk about a massive flow to the bottom line and who it's coming from
00:53:20
Beyond the natural growth organic growth of the sector it's coming from the it's
00:53:26
coming from the gaffer the lighting guy and the and the woman who ran who wrote season 4 of SpongeBob SquarePants and
00:53:32
used to make 200 Grand a year and Netflix said you know what I figured out a way to pay you 40 Grand and all of
00:53:39
that all of that Capital coming out of high production States and people has
00:53:44
moved to Netflix shareholders and it represents a much broader Trend in our society and that is the notion that we
00:53:51
give a [ __ ] about stakeholders and not shareholders is just not true everything is run for shareholders and by the way
00:53:57
there's some upside to that I'm not arguing that it's the wrong way but be clear folks everything is now optimized
00:54:05
to transfer as much Capital as possible from States from workers the workers who are not being prioritized production in
00:54:12
Los Angeles was off 40% year on year not because they're not talented but because they're too goddamn expensive and
00:54:18
Netflix has found a way to keep them in the dark and then hire 80% is talented a
00:54:24
person overseas for 30 to 40% of the price it's a transfer of wealth from
00:54:29
artists at Spotify and from the creatives in Hollywood to Netflix and
00:54:35
Spotify shareholders and Spotify has made the jump so they have so much leverage they are now extracting revenue
00:54:44
from the bottom 99.9 of artists they're going to make less and less money all right very
00:54:49
quickly on ubber so we got to move on to predictions incredibly well-managed I
00:54:54
just think you got to give it to Dara he he he and apple were the ones that said no I'm not going to jump into the
00:55:02
shallow end head first here and make huge Capital allocations to aous P he
00:55:08
pulled back on it actually I'm going to wait I'm going to rent other just as I mean they're good at this Uber's
00:55:15
Innovation is airbnb's innovation and that is I'll build a thick layer of software on top of other people's capital expenditure on top of their
00:55:21
Apartments their houses and their cars right so it's in their DNA to say why
00:55:26
don't we just ride why don't we just be the rora fish off of Google's multi-
00:55:31
decade multi- tens of billions of dollars Investments and autonomous that's where we should be
00:55:38
riding that's where we should be playing the game they are he is doing a great job imag you're right it's on top of it
00:55:44
I got to say wh Mo's so integrated into San Francisco now and you're going to see it all over the country it's so
00:55:49
convenient and and they live together with Uber by the way that's in a very comfortable way I took both in San
00:55:55
Francisco this week and both were great prices are still too high for all of
00:56:01
them um and I know they need to make money and stuff but it's a really interesting time you're right dar's done a nice job here and there are no
00:56:07
competitors really and I mean Lyft is sort of a competitor I guess anyway um one more quick break and we'll be back
00:56:14
for predictions okay Scott let's hear a prediction well if you think about the
00:56:21
three layers in AI there's the there's the infrastructure layer the of the
00:56:26
world there's the um llm layer the anthropics the chat BTS and then there's
00:56:32
the application layer and the entire infrastructure and llm world was thrown
00:56:38
into uh disarray when shocker CH China came up with something cheaper right uh
00:56:44
but I think what you're about to see is a a kind of a golden age or a B dozens of new unicorns in what I'd call the
00:56:51
application layer and I met with this incredibly impressive young man yesterday who founded a company called
00:56:56
rogo which is essentially they take all of these financial data streams whether it's cap IQ or Bloomberg and then they
00:57:03
put a layer of intelligence AI weaponized Intelligence on top of it and they turn they turn an investment
00:57:09
banking analyst into someone fighting on horack to someone in a Panzer tank so you can type into this AI That's
00:57:15
customized for financial services or institutions uh IPO put together a IPO
00:57:21
roacho deck for you know a fast fashion company that does this revenues and
00:57:26
these are the concerns and it'll put together a 60 slide deck of which 48 are
00:57:31
pretty good so you can basically do the job of three analysts and they'll say that it's making people more productive
00:57:38
but it's going to result in massive layoffs anyways I think you're about to see dozens of new unicorns in the
00:57:44
application layer I do think that the infrastructure in the llm layer is about to shed tens of billions of dollars as
00:57:49
people realize the Moes aren't as big as they thought that if Sam Alman can copy everything out there someone's going to
00:57:55
be able to figure out way to copy Sam Alman [ __ ] y but the the additional customization or
00:58:01
artial um AI application layer in health care and in financial services Fitness
00:58:07
and all sorts of things is going to create a much a branded consumer AI applications I mean that's what Airbnb
00:58:13
is right that's what Uber are they they took existing infrastructure and breakthroughs and they branded it and
00:58:19
they created interesting vertical Niche applications I think that you're about to see living off living off other
00:58:25
people's stuff that is a real big theme you're talking about here living off other people's costs so we're about to
00:58:31
see um a bunch of companies I mean this guy I had breakfast with this kid 25
00:58:36
Jesus Christ like I'm like can I come back as you by the way I'm going to be him tonight Under the Influence acadine you're just kid get a call from the
00:58:43
police and I'll have to come get you or something something uh no by the way you're not my you're not my call PR
00:58:48
barara is my call it's true I I literally I have him he's I'm about to
00:58:54
make him and his phone number tonight my screen sa my Bo tonight it's like this
00:59:00
is the guy here's his number I've told PR this just I need you to do one thing you
00:59:05
can ask me for anything but if you see my name come up I need you to answer and
00:59:11
I'm not calling to say hi I'm not calling to say hi wow okay anyways he's
00:59:16
now go and I I I've told him I'll send millions of dollars of money to this this Law Firm he's now like the rain
00:59:22
maker for anyways but uh you know I'm not calling you I'm calling PR I as a
00:59:27
scold I would leave I would scold you I would I'm going to make a very brief um prediction you know there's a lot of new
00:59:33
polls out the economist have poll that um back in November uh 47% of those
00:59:40
surveyed Republicans says they wanted Elon Musk to have a lot of influence in the Trump Administration while 29%
00:59:45
wanted a little and 12% want them to have none at all today the number of Republicans say musk have they want them
00:59:52
to have a lot of influence has fallen substantially to 26% % according to the story in the hill meanwhile 43% of
00:59:59
Republican respondents said they wanted must to have a little influence and 177% they want him to have none at all I see
01:00:06
that but I have to tell you I had thought they would have a falling out I think he is as I have said he is uh he
01:00:14
is little [ __ ] for for um for Trump the mop boss essentially he is the heat
01:00:20
shield he is the Junkyard Dog and I think Trump understands this intuitively there's one thing about Donald Trump
01:00:25
Trump int he has an intuitive sense of things musk is good for him because he
01:00:32
gets the [ __ ] done even if it's illegal and he's willing to and nobody else is and as much as these insiders are going
01:00:38
to complain about him being bigger than his britches or overstepping I don't I I I think maybe
01:00:45
he might be around a little longer I think I was wrong about that falling out I I wish I wasn't but I do think um even
01:00:52
if people are indignant this guy has a St he everything has shown when everyone
01:00:57
thinks musk is going to lose on the pedophile case or with the SEC he's he's got he's got an ability to not just to
01:01:04
take risks but also take ridiculous heinous risks but to also stick it out
01:01:09
so I don't know I think he's Trump recognizes that it's good to have a junkyard dog it's good to have one
01:01:16
you're you're my junkyard dog I like that thanks for saying that get get get away from her yeah
01:01:24
that's right yeah uh anyways the this is I mean this is
01:01:29
insanity or crazy but I would describe it more apt as like late stage syphilis
01:01:35
crazy yeah that's what they were saying syphilis crazy but the thing is that can go on for years you can have syphilis
01:01:42
please don't get it no no no unfortunately the good news
01:01:48
is I'm so unattractive and unappealing now that you have to have someone else to engage in giving you syphilis that's just not going Happ that's not a word we
01:01:54
use enough syphilitic it's great word let's use it like several times I used to like I used to like the word entic
01:02:00
but that's not syphilis that's a brain disease cloudiness but syphilic I do like syphilis can I tell Amanda's always
01:02:06
like Scott used that word wrong she's like such a word person the way she several times you've used words that she
01:02:12
means I used it incorrectly incorrectly that's correct yeah anyway she's often doing that to me I'm like Diddy I don't
01:02:17
know like she's like you need to tell them them like I'm not telling him I forget I completely forget the minute she tells me I wouldn't mind her your
01:02:23
texts are mean if she calls me and says you meant this I'm open to that all right I'll tell her I'll tell her she can be your spelling lady anyway uh
01:02:31
elsewhere in the Karen Scott Universe which is growing by the second uh by the way thank you expanding thank you Elon
01:02:38
for all this content this week on profy conversation Scott spoke to Mo godat the
01:02:43
former Chief business officer at Google X oh my God Google X you know my ex-wife used to run it um bestselling uh author
01:02:51
and founder of 1 billion happy the truth is uh the world is is not ready for what
01:02:57
is about to hit us whether you take the simple things like the economics of the world and how they will change as a
01:03:03
result of AI all the way to the change of the Dynamics of power and and you know the the resulting deprivation of
01:03:11
Freedom you know all of the all the way to how uh the economics of the world are
01:03:16
going to change and how you know the the jobs are going to change and how the human connection is going to change and
01:03:22
how our understanding of reality is going to change and these are decisions that are not made by us anymore I you
01:03:27
know think about it this way uh Spider-Man's with great power comes great responsibility we've disconnected
01:03:35
power from responsibility uh there is massive massive power concentration concentrated in hands that do not answer
01:03:42
to anyone he's a very thoughtful guy muga I really I really enjoyed the conversation with him and basically you
01:03:48
should listen to the conversation but basically summarized like you Sam Alman is is reshaping the way we think about
01:03:55
about things the way we approach problems potentially what types of weapons are developed and he was kind of
01:04:00
like who the [ __ ] is Sam Alman to get to do this correct who the [ __ ] is Elon Musk who the [ __ ] are any of these
01:04:07
people but that's where we're going okay Scott that's the show thanks for watching uh pivot we're wa they're
01:04:12
watching us Scott now they're watching look pretty do something pretty right now be sure to like And subscribe our
01:04:17
Channel we'll be back next week
