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and I also occasionally if I have both a gummy and um a couple makers in ginger I
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put in my airpods and I danced 80s music without my without my shirt
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[Music]
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on hi everyone this is Pivot from New York Magazine and the VOX media podcast Network I'm Cara swisser and I am in San
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Francisco and was on a flight last night uh having to read about Doge working all
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weekend taking over the government good to see you Carol so
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tired are you why are you back in San Francisco oh I have a bunch of things to do here I'm speaking in front of a group
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from Columbia uh University journalism school um I've got some appointments
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I've got a whole bunch of stuff I'm doing here in San Francisco I like to come and visit the place every now and
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then to find out you love it there I do I do I don't have a lot of time here this time but I am uh I'm excited to be
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here anyway it was a long weekend listen uh this whole Doge thing has got me off
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to a bad start um but uh but I am glad I'm in San Francisco that's for sure how
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are you doing well good I'm about to get on a plane for Orlando oh nice yeah um I
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have a speaking gig at Walt Disney World what uh yeah I don't ask I don't know I
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don't know I just go where they send me which place what's that why who is at Walt Disney
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World they do a lot of conventions there I guess I don't know foreigners I don't know I I don't
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know what's going on there I just know I'm going and uh and then I I spend a day there and then I go to New York for
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three or four days and oh I'm nice yeah it's February is going to be a big month it's going to be a big month and it has
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been in Washington as I said but it's just it seems very active it used to be a lot slower in the winter now it seems
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crazy maybe just I'm tired from flying all night and then being here yeah I don't know I don't you spend
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it's interesting as close as we are professionally and personally person uh
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we are never in the same place you spend most of your time in DC and San Francisco and I am never in DC or San
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Francisco that's why we're so close you see yeah but I it's funny you say that so just to bring this back to me I have
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a really nice relationship with my sister she's my dad's Daughter by his
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third marriage I'm the son by his second marriage and I'm convinced one of the reasons that we're so close now is that
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we didn't live in the same household oh I've always been shocked by how many siblings are not that close even though
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they're both really good people and I convinced it's because something traumatic happens it creates a fissure when they're living together as children
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really and when you're a sibling you feel that familial Bond but the fact that you never live together I don't
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know she looks like a different species she's attractive she's she's blonde she looks she kind of looks I was joke she
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looks like Ian youth she has big beautiful blue eyes and platinum blonde hair okay all right interesting we look
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like we're different okay yeah she likes that she likes that yeah sure we look like we look like a different species
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yeah we have a lot to get to today um May I start off by saying something someone who is a big listener of ours uh
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wrote me and uh suffered uh someone they were they knew died in that plane crash
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and said we were a little too glib about the plane crash getting making it political um and I thought about it and
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I really do uh think we were trying hard to separate it from the politics and
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there's no getting around it this is a terrible tragedy um of people dying and I get it um for a lot of people it's
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been turned into a political thing and maybe we did a little bit more than we should have because we said we weren't going to um so I wanted to bring that up
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I don't know how you feel about that but I I wanted to uh say uh these families are finally um they're finally finding
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everybody there it's still they have not found everybody uh in the pomac but reading these stories this week um of of
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of these families were was uh really heartbreaking I found it I found it very
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heartbreaking yeah it's look it's it's impossible not that's an impossible I don't want to
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call it accusation but it's an impossible comment to not land because if you knew somebody on one of those
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flights you're devastated right they're losing a loved one unexpected unexpectedly and in such a harsh
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spectacle is you know you're n kind I can't imagine any of those people including their families are ever going
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to be the same again no you know my my view is taking a step back I mean it was
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sort of like when the wildfires came I think at least the point I was trying to make I won't put words in your mouth is
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that rather than I would argue empathy for the people on you know who lost their homes or the people who lost their
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lives mhm the left says it's climate change the right says it's Dei in this instance the
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right mostly the left was mostly quiet the right was this is Dei and it's just
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a shame that a lot of that empathy gets it get some [ __ ] nods from people
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thoughts and prayers and they immediately go to how can I politicize this and our point was or not your our
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point my point was the following the FAA is arguably one of the most successful
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government aen season history MH and as someone who's invested in aviation the error rate you have
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to test to is 10 to the8 with to get a an a a civil aviation
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aircraft certified to fly passengers I mean in the ability at any moment
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there's something like 7,000 planes in the air in our airspace and the fact
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that they're able to minimize or keep the number of these horrific tragedies it is more dangerous to walk up your
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stairs to get on no I get that I get it and so the and just let me finish here I
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am not a fan of Dei I've said in the University setting I think that apparatus should be disassembled I think
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in the corporate setting there is absolutely still a role for Dei and people don't realize that Dei the
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removal of Dei will impact veterans ability to to get jobs but in the instance of if you were to say that the
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Dei has infected the FAA then all you could say is based on the performance of
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the FAA then the de then Dei should be incorporated into every organization because whatever the FAA has been doing
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the last 30 or 40 years has resulted in outstanding um metrics but I just want
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to Circle back I I feel whoever wrote that I trust yeah I would yeah I I apologize
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sincerely if in any way our comments come across this course that was not Our
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intention yeah not at all let me just say uh I I would Avail myself some one
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sometimes you can complain about media but these stories about these people and I read a bunch of them are wonderful
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especially this you know this group of skaters and friends and um it's
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a you know I I know plane crushes do get more attention than other things and and
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as you say not as many people die but there's it's such a sort of horrific way to die and the the way it becomes the
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spectacle is also perfect but let's just remember there's people on this flight that's all I want to say I just I I wait out of my way to to um read about their
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lives uh and it was uh you know I I I did that uh after 911 too I read so many
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of the biographies and stuff like that and you don't do that for everybody every day of the year who dies but um in
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that case it starts it gives you a real sense of of mortality when those happens
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to everybody and it just was anyway we're sorry uh we that was not our intent let's hope we figure out what
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happened and stop accidents like that cuz Scott is right our air travel is safe comparatively um going forward
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anyway we've got a lot to get today Trump set off a firestorm over the weekend slapping 25% tariffs on goods
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from Canada and Mexico and 10% on China's products set to go into effect this week we'll see what do you think
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Scott well just on a human level for the first time in my life
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it and this is an odd feeling and it's it's a mix of Shame and surprise I'm Runing for Canada not the US can I just
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make a quick note the journal had a very good story this morning that one of the reasons is he's mad about how he had to
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open the Berlin Factory that they have too many days off that they take too much work uh from sick leave I guess and
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that he doesn't like the workers and he was in infuriated with it again a lot of this early stuff started with the
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factories um in in California got mad of it at Co it's where it began um so it
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was very interesting the the links between the Berlin Factory and his increased activism but go ahead well
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let's let's break them down so let's start with the tariffs and let's do astram man or Steelman his argument is
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that uh countries that the America has been too St soft and that America should command the space it occupies and charge
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more in create a revenue source for access to what is the largest economy in the world and that our trade agreements
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have been asymmetric and that as they have uh we have been taken advantage of first my personal experience having
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literally done business in almost every Western nation and even negotiated agreements between private
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companies and world leaders America flexes its power every [ __ ] day I mean the notion that somehow we're
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always on the wrong end of deals when you show up almost every trade agreement we have 700 military bases in 80
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countries China has one in Djibouti and you think we just asked for
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those you think we just said hey wouldn't it be great idea to have a military B we Flex our power every day
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so first the base notion that somehow taken advantage of getting taken advantage of is literally comical now
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let's talk about the tariffs themselves you could make the argument all right with China the argument would
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be and I'm I'm trying to call balls and Strikes here a lot of the tariffs initially imposed in the first Trump
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administration were actually kept in place by Biden this takes it to such a
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deeper weirder level because for example with Canada
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25% this will just immediately raise prices for both Nations the the definition of stupid is you hurt
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yourself and you hurt others in addition you don't think China might get a military base at Colombia at some
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point you don't think can Canada they the the Canadian embassy in teron those
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people risked their lives to try and covertly get American hostages out of
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Iran they risk their lives because Canada sees themselves as friends
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Brothers siblings of America they followed us into Afghanistan they
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followed us into Iraq we have Major League Baseball National Basketball Association teams in Canada it's more
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than an ally they are they are with us and Canada right now can't even answer
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the question what do you want from us what's the endgame here why didn't you call us your good friend and say this is
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our concern and this is what we're trying to achieve I don't even think they know they can't even answer the question what is his endgame here in
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this [ __ ] that well the we've got to reduce the level of fentanyl you can sort of make that argument against China
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and Mexico you can't make it against Canada yeah the he wants to be the 51st state there's that thrown in there that
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Canada so okay you've managed to raise prices to diminish the quality of life of a friend to diminish Goodwill that
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has been built up over 150 years and it's just going to
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raise consumer prices it's not only Reckless it is literally the definition
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of stupid is doing something that hurts others and hurts yourself especially the
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one against Canada I I I I can sort of see the argument at least theoretically about the drug trade and Fentanyl coming
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through Mexico fine the immigrants the 250,000 people coming over the Border
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maybe China I can sort of make an argument I still don't think it's smart but the tariffs against Canada right all
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right one of the I mean the Mexicans uh Mexican president who's who seems very much more aggressive than previous
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residents was making the point stop wanting drugs so much do something about your own drug problem within the country
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and the demand which you never do uh there has been an an effort by The
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Mexican government to slow all that down right there has been progress made um
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and it's still an issue of course it's an enormous border and drugs are
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attractive on both sides the users and the the makers of the drugs are the people who bring them to us um but again
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this seems Seems like in Trump's head and I've read Economist after Economist
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that is just like this is the world's worst thing to happen to everybody and
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it will be attacked you know there were a couple of um anchors who just doesn't seem to know
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math that it'll be a tax on the American Consumer that they're not going to get through tax breaks because the tax
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breaks are going to the very wealthy they're not going to uh and this is a direct tax on the American Consumer it's
00:13:46
really quite something and the price of every all this weird I had no idea that
00:13:51
so much stuff and I you know I I know that we're doing lots of trade vaguely but in terms when you start to get the
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specifics of what we Port fresh fruits and vegetables gas obviously maple syrup
00:14:03
things like that but um some of it you know cars that go back and forth across the border I I was vaguely aware of that
00:14:10
but it's really we are they aren't the 51st state but they sure as hell aren't just another country that is true and I
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think the same is with Mexico we have so much trade with them and there was a hope that we'd put more uh technology
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engineering there so it was closer and less at risk than in China right um he thinks it's a it's a negot ating tactic
00:14:30
and one of the things um let me look it up Mark Cuban said which I thought was smart is said he'll he'll make some
00:14:35
calls and call them off right away and then declare Victory essentially you know do a pinky promise that I think
00:14:41
that's what he said um that he was tough and then he can take his win and go home
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essentially which I it sounded like a pretty reasonable idea of what this idiot's going to do
00:14:53
essentially um if you were to Game Theory this out the most likely outcome is that immediately you're going to see
00:14:59
a spike in prices or near immediately a lot of companies have been stockpiling I was on the board of a retailer and I was
00:15:04
speaking to the C coo the other day and he said yeah the tariffs in China we knew they were coming so we've been stockpiling things and get trying to get
00:15:11
get them in until this gets solved so you're not I actually don't think you're going to see price increases as quickly as people think maybe we will but we
00:15:17
will see price increases and then he will come up with some sort of he'll declare Victory and say he got something
00:15:23
and most likely roll them back somewhat or all that's the most likely scenario yeah what we're not thinking about
00:15:29
is that people have memories people have egos and we're no longer a trusted Ally
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we no longer can be counted on you're going to see that the Canadians are going to be more likely to import byd
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electric vehicles and what's interesting about this and I gu more for people who don't know and mendacious as you look at
00:15:49
it it's clear must fingerprints are all over this because if you look at Tesla
00:15:54
they actually have to their credit the greatest manufacturing depth what do I mean by that that if you're an American
00:16:00
car maker sometimes certain car parts or components literally go up and down
00:16:07
Canada and cross Mexican borders 6 8 10 times M there's tariffs going to be
00:16:13
everywhere in American automobile companies except Tesla the majority of their parts are manufactured vertically
00:16:19
here in the S the majority of the automobiles they sell in China which
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would be subject to the reciprocal tariffs that China is going to impose on American Products the majority of Tesla sold in China are
00:16:32
actually manufactured in China now and Tesla is suing Europe for their 7 half%
00:16:39
tariff they put on uh Tesla sold manufactured in China so actually these tariffs in my view were massaged and
00:16:47
written and negotiated to a certain extent by Elon Musk yeah because what
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this amounts to in the automobile industry is it's going to seriously impair US Auto comp IES but it's not
00:17:00
going to impair uh Tesla but this is what people don't realize he'll he'll
00:17:05
try and get some sort of political win flexes muscle America's back but the amount of goodwi that we are eroding
00:17:13
long term this isn't how you operate a business this isn't how you it's called distributed negotiations or one is a
00:17:20
winner and a loser um I was reading a whole thing about his negotiating style which doesn't work on the international
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stage um this is what Cuban said he's going to say pinky Square you will protect our border and buy more booze
00:17:30
and stuff from us they will say yes won't actually buy this stuff and he will declare Victory Trump anomic that's
00:17:36
right that's I think and and long term they're just not going to be as inclined to to coordinate cooperate with our
00:17:44
Central inter intelligence agency when there's a terrorist threat cell in their country I mean this will just this will
00:17:50
just have in Inc this isn't the reason the US is the most powerful nation in the world is for a variety of reasons
00:17:55
our geography our natural resources our IP but also the incredible amount of admiration and Goodwill our allies have
00:18:01
for us and he is taking that and he is eroding it at an unbelievable rate let's
00:18:07
listen to uh uh prime minister Justin Trudeau essentially called Trump's actions a betrayal of our alliance which
00:18:12
you just said together we've built the most successful
00:18:17
economic military and security partnership the world has ever seen a
00:18:23
relationship that has been the Envy of the world yes we've had our differences in
00:18:29
the past but we've always found a way to get past
00:18:35
them as I've said before if president Trump wants to usher in a new golden age
00:18:41
for the United States the better path is to partner with
00:18:47
Canada not to punish us that's a very good see he's also gaining he's had to leave because of pressure from
00:18:52
conservatives too and now they're all joined together um just some more things and then we'll move on next thing uh
00:18:58
Larry Summers has called the tariffs against Canada and Mexico inexplicable and dangerous he's usually right about
00:19:04
things he's an economist obviously well an economist uh Trump acknowledged it could cause some pain but how bad could
00:19:10
it get um as we said alcohol food Cars toys uh pretty much everything um
00:19:17
they'll also uh these terorists will also Target that di Minimus provision that allows packages of less than $800
00:19:23
to ship to the US dutyfree that loophole has been a boon uh a boon for for Sheen
00:19:29
t t TAMU and others I suspect he'll he'll be a paper tiger here correct I
00:19:34
mean do you imagine I think that he's going to do exactly what Mark says well as Senator that both of us
00:19:41
know heard our comments that and our disappointment in the Democratic party
00:19:46
around messaging and hitting back and called me and said what would you do and I'm like don't play the indignant card
00:19:52
don't talk about all these federal employees being laid off don't be outraged have have five or six different
00:19:59
items whether it's eggs whether it's Lumber whether it's a toy I don't know what you know a car a new Chevrolet and
00:20:05
have it on the DNC website and just every day announce what the prices are inflation is number one on people's
00:20:12
minds that's what they promise to BR prices down and I don't see any way around how interest rates or prices
00:20:19
don't immediately or near immediately tick up and that's what impacts people every day and that's what he promised to
00:20:25
immediately bring down is we were going to bring prices down um immediately this is it's just it
00:20:32
really is very um I just don't get I don't get the end game here I don't yeah
00:20:38
well I don't understand what they're what their because he was he was he was prices down and tax cuts I think and
00:20:44
none of those things are on the are on the thing it's Dei at the FAA and tariffs and destroying the government
00:20:52
essentially which seems to be taking advantage of his chaotic friend Elon Musk or helping well all these stories
00:20:58
that would have made huge news and had real scrutiny one there's fewer journalists to cover them and you flood the Zone with all of this stuff that by
00:21:05
the way these tax cuts are talking about just so you know Caris switcher and Scott Gallow are getting a tax cut
00:21:10
anyone else on this show that makes less than $300,000 a year is getting a tax hike MH so these tax cuts again done
00:21:18
under the cover of flooding the zone are going to cut taxes on people making over
00:21:23
the people making over $300,000 we got a small tax cut people making over $800,000 or million Buck a year about to
00:21:29
get a pretty nice tax cut is that what you voted for more more wealth for the
00:21:35
more wealth for the 1% but no one's even talking about it because everything seems even more outrageous no it is
00:21:42
there's so many things here that we can't the media and I don't think consumers can absorb it and that was
00:21:48
their strategy in some ways it's sort of mendaciously brilliant just oh slip in a
00:21:53
slip in a tax cut for the rich because they're going to be focused on all this stuff over here all our accusation of
00:21:58
Dei and the things we're doing at the CDC there's just so much here and one
00:22:04
thing feels more strange weird Reckless economically stupid than the next they
00:22:10
won't notice all this other stuff project 2025 is being implemented I could go let me go through the other
00:22:16
ones that happened over 8,000 US Government websites been deleted a result of Trump's ordered end programs
00:22:22
to promote gender ideology information about vaccines hate crimes and veterans care has been removed among the removed
00:22:27
3,000 pag from the CDC 100 pages from the FDA 200 pages from Head Start start
00:22:32
a program for low-income children and a th000 pages from the Department of Justice a lot around January 6th um
00:22:38
obviously usaid was the other thing that was happening looks like they're closing it down they went in over the weekend
00:22:45
and took control of the agency which they're trying to close down apparently Elon said on on on X on a spaces I guess
00:22:53
uh that they are closing it down and they also tweeted it should die it was a criminal organization making all kind of
00:22:58
accusations sounds like he has a band of teenagers young people helping him do this um Troublesome they are claiming
00:23:07
that nobody without security clearance got access but it sounds pretty uh middle of the night on the weekend which
00:23:13
he bragged about saying um one of his advantages in superpowers is he works on
00:23:18
the weekend uh I work on the weekend but I don't consider a superpower can we can
00:23:23
we talk about the sites or the yes we will yes let's go let's go to the sites let's go to the sites
00:23:29
well I've always maintained so for example there was an HIV transmission
00:23:35
calculator and I've maintained that actually I don't think Trump is uh
00:23:41
homophobic I'm not even sure it's fair to say that their policies are misogynistic what I think their policies
00:23:46
are I don't know what the right term is here I I don't think this is a war on women I don't think it's a war on gay gay people I think it's a war on poor
00:23:53
people and if you have the CDC had an HIV transmission calculator mhm
00:23:58
and if you're a young man discovering your sexuality and you live with a single mother you don't have a lot of money
00:24:05
maybe you've dropped out of high school it's important that these kids have this
00:24:10
information about about I think it's called prep and pep and what certain types of sex result in transmission of
00:24:17
HIV it's important that if you have an an STD and you find out that you're pregnant what that means and what
00:24:23
treatment are available and all those sites have been taken down now who does that impact would it impact my son no it
00:24:31
impacts poor kids it impacts poor women and this is the it's the definition of
00:24:39
censorship and purposely regressing and taking us back it feels like it's not I
00:24:45
don't think it's an a war on women or lgbtq it's a war on poor women sorry it
00:24:50
is it's it's a war on lots of things that stuff they're taking down across the government is it's not just poor
00:24:55
people they're trying to like abgate to eliminate other anyone else that has remember they're taking down like they
00:25:02
have a black history month or gay pride month who does it impact well that kind
00:25:07
of stuff it's the same message it's it's if you read project 2025 it's not just of course it impacts poor people but it
00:25:14
also impacts the idea of any kind of identity Beyond you know veterans need
00:25:20
to veteran um you know CDC needs to CDC don't talk about anything else um it's
00:25:26
it's an idea it's an idea that has driven them crazy which is that we should celebrate diversity I guess
00:25:33
that's you know it's a it's a broader Obsession that they have with this issue and that's how you led to sort of the
00:25:39
FAA thing which is it had to be uh diversity Equity inclusion that caused these crashes even though in we haven't
00:25:45
had a crash in a very very long time when those things were in place um uh
00:25:52
which probably is a tragic accident BL you know that's really what it is and and that's what happens in life but
00:25:58
um but I think it's a it's an it's an attack it's a bigger I ideological attack of things they're trying to
00:26:05
eliminate in schools um let me just say my kids in a public school in DC I am
00:26:11
very nervous they're going to start meddling with the education system she came home and was talk she said oh I
00:26:17
learned the word diverse today and I said what does that mean to you and she goes oh they were all different and she wasn't using race she was like oh we're
00:26:23
all different people from each other and um it's good to be you know to have differences and it's good to have things
00:26:29
in common it was a very like you know chalk vanilla strawberry way of thinking
00:26:35
about it but I was like oh they're going to take that out of her education just the word which was frightening in a lot
00:26:41
of ways you know I think it's a bigger issue you know taking the word diversity
00:26:46
out of whatever I think they're going to do a lot of medaling Education I think it terms of actual damage on the ground
00:26:53
not letting having information around vaccines uh for new mothers who may not not have access to you know formal
00:27:00
education uh not having access to information around STDs not having access to information around HIV
00:27:07
transmission not having access to who you can Conta contact if you think your landlord is unfairly abusing you and
00:27:14
won't give you your deposit back I I generally believe America even under
00:27:19
Trump that rich people continue to have more rights at the expense of poor people and I think that's the basic
00:27:25
fulcrum and the Injustice in our society right now I think I think the majority of the people who are in special
00:27:32
interest groups as long as you have money I think you're fine I I just this to me is just a a war on poor
00:27:40
people and they give a it's it's I I agree with you it's ideologically driven
00:27:45
but what they've said is in order to execute it we're going to give rich people a pass on all these things they
00:27:50
will still have access to Medical abortions they will still have access to lawyers to ensure they have civil rights
00:27:55
they will still have access to marriage if they want it they're fine it's poor people who who
00:28:01
are going to Bear the brunt of all this ideological weirdness I very much think they're going to go after marriage this
00:28:07
is the Hallmarks of all of it I think this is they're going to go after that they're trying to get it to the Supreme Court just like they did with
00:28:12
affirmative action they're they're trying to get Lial cases with the Press there's certain this Obsession about gender
00:28:19
ideology has really twisted them in a way that's really um it's just Twisted them in ways that I
00:28:27
think is much more at the heart of ideology than just let's attack the poor people I think they have a real they
00:28:33
they want to push back so much of the stuff uh that has happened over the past couple years probably including among
00:28:39
their children and everything else so we'll see where it goes but it taking down pages is really just about it seems
00:28:45
so needlessly cruel um let's go on a quick uh break when we come back when we we'll talk about winners and losers from
00:28:51
the latest round of big Tech earnings we'll talk a little bit more about what musk is doing by being the not not the
00:28:59
second president the president we're recording this Monday morning the US markets just opened a little while ago
00:29:04
and the Dow dropped 600 points NASDAQ is down 2% S&P down around
00:29:10
1.75% Global stocks are also plunging we'll get back to Elon Musk running the United States in a second but um it's
00:29:18
been a few busy days for Tech earnings Also let's go through it to sort of line us up for that Apple reported
00:29:23
Blockbuster earnings for its most recent quarter but the numbers show a slight dip in year-over-year iPhone Revenue
00:29:28
probably not a surprise showing Apple intelligence did not boost sales that they had hoped although it introduced
00:29:34
sort of at the end of the quarter Microsoft reported a 12% year-over-year rise in Revenue although its Cloud
00:29:39
business is slowing and meta beat expectations with Revenue Rising 21% in the last quarter really big performance
00:29:45
from meta Tesla mostly missed expectations on earnings and revenue with $25 billion in quy Revenue
00:29:51
Automotive Revenue fell 8% um these earnings were announced during the initial deep seek friendly la
00:29:58
last week um there's questions about the AI spending plans Microsoft has earn has
00:30:04
earmarked $80 billion for AI this year meta has pledged as must of 65 billion
00:30:10
um let's talk about uh obviously tariffs probably may or may not affect them and
00:30:16
uh at the same time they've pledged uh fty to Trump in one way or another um another things to throw in as met as
00:30:23
repan talks to reincorporate in Texas or another state according to the Wall Street Journal uh out of Delaware it has
00:30:30
to do with certain lawsuits uh that Mark Zuckerberg is facing I believe um but
00:30:35
Texas seems to be the place where they all have is their safe space uh thoughts about the
00:30:41
earnings yeah like they continue to do I mean all of them it just went from sort of better you know good better best the
00:30:50
I don't think you've seen any any chill around earnings what the thing I find most interesting is that
00:30:58
all of them uh have essentially said we're going big at um AI except for
00:31:03
Apple in terms of capex and no one is thinking that apple is the dumb one right now Apple said we're going to take
00:31:10
sort of a waitand see approach and we're going to leverage other people's technology and Investments and apple
00:31:16
just continues to you know sort of overperform and then the other one is uh
00:31:22
meta using their kind of AI ad technology they continue to serve more ads more targeted more effective it's
00:31:31
almost like what Tim Cook did to meta was similar to what we did to China
00:31:37
around Ai and that is we forced or Tim Cook with their opt-in kind of trying to
00:31:43
knap uh meta actually inspired them to figure out a workaround where now their ad stack is is much more robust and much
00:31:50
more Aid driven and uh just as we held kind of sophisticated chip techn chip
00:31:57
techn techology from uh China which forced them to come up with a workaround that might in fact disrupt American AI
00:32:05
uh Apple sort of is no one is criticizing Apple now for not making these enormous uh announcements about just
00:32:12
these staggering Investments but I do you see any effect of the deep seek that came at the end of the quarter obviously
00:32:18
and it did shake up the shake up the stock market and people worried about the
00:32:23
spending this is my my thesis right now and is that similar that AI may be like
00:32:32
I mean there's three layers to AI Loosely speaking buckets there's the infrastructure layer the Nvidia guys
00:32:37
there's the llms the anthropics the open AIS perplexity in there and then there's
00:32:42
the application layer an Expedia an Airbnb or whoever comes up with AI to do more sophisticated things or make their
00:32:48
services better they're the customer layer I wonder if this is going to end up being like the airline industry and
00:32:55
the PC industry where there's a massive increase in in economic value and productivity but no one company is able
00:33:00
to capture the majority of revenues similar to the way people are banking that Microsoft open Ai and Nvidia are
00:33:06
going to be able to capture it Now intel captured a ton of Revenue and shareholder value because they were the
00:33:11
brands inside of PCS I was on the board of Gateway computer do you remember that oh of course Ted weit yeah we okay get
00:33:18
this PCS changed the world you on that board what I was on the board of Gateway talk about the weakest Flex in the world
00:33:24
I wonder what happened to it no sorry sorry did I say that anyways so we were the second largest manufacturer of
00:33:32
computers think about it if someone had said 100 years ago PCS or 50 years PCS
00:33:37
these supercomputers that cost the government billions of dollars we're going to be able to put one on every
00:33:46
desk PC manufacturers deal for a little while but not anyone else Lenovo Asus
00:33:52
compact Packard belt remember all these companies none of them got anywhere
00:33:59
maybe with the exception of Dell in a in a product that revolutionized the world the airline industry really good
00:34:05
analogies God you come up with a good you really do I hadn't thought about
00:34:11
that well I'm not done I'm not done so the airline industry I'm about to get on a plane and in eight and a half hours
00:34:18
I'm going to be in [ __ ] Disney World yeah for like now granted I'm going to spend a [ __ ] ton of money cuz I'm a narcissist but I could do it for
00:34:26
$400 I could could skirt along the surface of the atmosphere at 8/10 the speed of sound for almost no money
00:34:34
almost no money as opposed to getting scurvy or having to eat my niece in
00:34:39
through the passage of of the the Andes or the Rockies which they had to do 150
00:34:45
years ago commercial jet Transportation go ahead but you see what I'm saying jet
00:34:51
commercial jet Transportation yeah has been remarkable and guess what the
00:34:56
airlines have lost more money than they've made yeah because there's no barriers of Entry everyone copied each
00:35:02
other and all of the value was recognized by the general public and I now believe after what I saw with deep
00:35:08
seek by the way I just [ __ ] loved that Sam Alman was copying everything and then someone cop we're get I'm gon
00:35:14
to ask that in a second but go ahead but yeah this might be a tectonic shift and I'm drunk on this idea I'm intoxicated
00:35:22
by this idea that AI might be the airline or the PC industry where there's
00:35:27
enormous value created and it's all captured by consumers and the public and
00:35:33
the Commonwealth but no one company is able to capture the trillions of dollars
00:35:38
in value that we become used to so who's the Microsoft who's the Google anyway let me let me not you most noted open AI
00:35:46
they're in talks to raise $40 billion in a funding round which would value the company as high as $300 billion SoftBank
00:35:52
would lead the round investing between 15 and 25 billion there's there was several good Moshi son uh things I
00:35:59
forgotten how much success he's had too even though he's had so many disasters he's like one or the other it's
00:36:04
fascinating um I looked at Lon La Barber's book called Gambling Man which it was really quite good I recommend it
00:36:11
um open AI was valued at 157 uh uh uh billion dollars in October
00:36:18
uh meanwhile Sam is giving competition some credit on Reddit in ama this weekend when asked if opena would show
00:36:25
users all of the thinking steps out Alman said yes and give credit to R1 Al
00:36:30
also known as deep seek when after to consider more open- Source approach like meta Lama he said the company was
00:36:36
discussing doing so and he feels we've been on the wrong side of History uh uh
00:36:41
do you what do you think of him admitting the company needs to make changes and of course this fundraising round he he certainly moves fast I'll
00:36:48
tell you that I have never heard a bell signaling the top like the [ __ ]
00:36:56
gong of oian saying he's going to invest 50 billion yeah in open a 15
00:37:02
15 uh I I read that it was going to be as much as 45 no 15 and 25 billion
00:37:08
there's A40 billion fundraising and he's going to be 15 or 25 billion okay yeah
00:37:14
so 15 of a $40 billion round at a valuation I read that is greater than
00:37:20
the valuation on bike dance right now at somewhere between 300 and 350 billion
00:37:26
yes that's correct so when Mas yoshian says we need to be crazy he's living up to it I think this
00:37:34
will be I think this will go down is arguably in terms of gross tonnage gross
00:37:41
Capital lost I think this is I I think this is just so [ __ ]
00:37:48
ridiculous not a fan you're thinking we work here versus one of the others where he's made a ton of money coule some real
00:37:55
kills weor was V in death space it wasn't a tech company this is a tech
00:38:01
company there's a non-zero probability that given how smart Sam is given this unbelievable technology which I'm using
00:38:07
50 times a day they will figure out a way I I don't see how it right now given
00:38:14
the fact that the Chinese appear to have come up with something very robust for a
00:38:19
fraction or less the lack of barriers of Entry the regulatory issues I don't see
00:38:25
how this is today one of the 15 most valuable companies in the world now what
00:38:32
they're saying is for Mas yoshian to get his limited partners the return they expect with the riskier he's saying this
00:38:39
will be one of the five or seven most valuable companies within three years right in the world this to me is an
00:38:47
asymmetrically incredibly Bad Bet and he is known for and to be fair he did armm
00:38:55
uh he had big win there he's had some wins but his vision funds his vision yeah I mean his vision
00:39:03
funds have underperformed the market he himself is a great entrepreneur SoftBank
00:39:09
or his Telco has done really well but the funds themselves have underperformed
00:39:15
the benchmarks and to me this is this is literally I saw the valuation here and
00:39:23
when I look at the wrist facing open a the fact they have no vertical distribution they don't even if AI ends
00:39:28
up being as big as it is even if I'm wrong and there is private company capture along the lines of what cloud
00:39:34
and and smartphones were there's so many competitors who have direct distribution
00:39:39
or existing relationships whether it's Microsoft that has a direct relationship with 97% of every corporation over a
00:39:45
million dollars in the world whether it's apple with their iPhones whether it's anthropic which has a large
00:39:51
investment from Amazon where 80% of households are in a monogamous relationship via Prime and then there's
00:39:57
open AI which masi yoshian is telling his limited partners of this valuation is going to be one of the seven most
00:40:02
valuable companies in the world in the next 36 months I I just think it's nut Gambling
00:40:08
Man he's a Gambling Man there you go gambling man yeah it's really interesting to look at his history because he really has gotten some huge
00:40:16
wins and some enormous and we work obviously with his most famous ones but there's been others um what what do you
00:40:23
think of Sam shifting this like shifting oh yes H and then also uh the the open
00:40:30
source thing like a lot of the Facebook people um Yan laon was like huh interesting because they've been touting
00:40:36
you know open source of course the whole time I I just think if you go to open AI right now and type in what is karma
00:40:43
there's a picture of Sam Alman crawling everyone's information and stealing it and then when he goes to sleep someone crawls his information and steals from
00:40:49
him yeah I just I think this is such comeuppence from open AI what happens to
00:40:56
this company I think it probably ends up being an amazing company doing amazing things and
00:41:03
and the limiteds at the vision fund go what the [ __ ] were we thinking investing at $350 billion valuation I don't this
00:41:11
guy is so good the technology is so amazing I'm not suggesting it's not going to be an incredible compan not a Wei work is what you're saying not a
00:41:17
weor here we we weor was literally the definition of insanity let's let's let's
00:41:22
create an app for scheduling the conference room and call ourselves a tech company let's buy office space for
00:41:27
a million dollars and lease it out at 200,000 a year just to show growth that make no [ __ ] sense there is a there
00:41:34
is a non-zero probability here that they lead the revolution that's the most seminal change in technology in history
00:41:41
I am now betting that the majority of that capture is going to be by the larger economy and based on the fact
00:41:46
they have no vertical distribution based on the fact that China has popped up and said hey we're here again and guess what
00:41:52
we're making similar [ __ ] for cheaper as we've always done based on the fact their competitors have vertical
00:41:58
distribution stupid [ __ ] idea to if he raises M if they were raising money at 50 billion I'd try I'd be calling MOS
00:42:04
and say I think you're amazing I've been a Sprint Customer back from the 90s can I get on this deal at 350 billion yeah
00:42:11
it was 157 in October so that that is kind of a a leap at this time you know I
00:42:17
think they'll one thing that open and Sam Alton have is this ability to be flexible and say one thing on Tuesday
00:42:23
and a very different thing on Thursday you know whatever it takes um the open source thing is sort of
00:42:30
interesting as they move forward um obviously the Microsoft won that open
00:42:35
close thing with apple many years ago although you would say you'd rather have been Apple in many ways so it'll be
00:42:42
interesting what will happen to this company I I I sort of Wonder you know I've always thought is it Netscape or is
00:42:48
it Google that's always been my question about them and it'll be really interesting to see how he um navigates
00:42:55
navigates himself uh through through this diff I I have not done enough reporting to understand
00:43:02
what's happening here when you see him saying we' been on the wrong side of History that's quite a statement right
00:43:07
what does that mean precisely um consider a more open- Source approach you better hurry that's all I have to
00:43:13
say if he's going to want to dominate that and in that case it's not quite the same company but it is hard as you said
00:43:19
vertical distribution is critical I think here if you're going to do anything maybe a merger I I kept
00:43:24
thinking a merger with someone Microsoft Apple someone like that that's what I kept thinking but no one's going to no
00:43:30
one's going no one's going to pay $ billion dollar I'm not going to pay too much for this Muffler yeah it's a good Muffler by the way the people the people
00:43:36
investing in that round they're not looking for 350 billion they're looking for a trillion back and guess what if I type into open AI or chat GPT in the
00:43:43
voice of Caris swisser specifically referencing chapter 7 on on you know
00:43:49
whatever it is Microsoft from her book Burn book it's remarkably accurate in
00:43:54
your voice referencing that chapter have crawled your book yeah they are using your IP without paying you yeah so deep
00:44:01
seek bring it on copy that [ __ ] sh do to him what he's been doing to us I am
00:44:08
so here for deep it is so weird to be rooting for a Chinese company Chinese
00:44:15
Canadians and the Germans anyway let's get on a quick break we come back more on elon's hostile takeover the US
00:44:21
government which is what I called it Scott we're back um Elon Musk Doge now has access as I said the Federal payment
00:44:27
system uh must criticize the US Treasury Department obviously they're trying to close down usaid he said he's doing it
00:44:34
on instructions from president Trump and he's doing what he said they're saying that there stuff uh obviously uh the
00:44:41
concern is privacy and uh sensitive and classified information being accessed by
00:44:46
a bunch of kids that's a worry that's sort of been a been a narrative around over the weekend obviously the way they
00:44:53
did it was sort of in the middle of the weekend they crashed in all kinds of people left and tried to stop them um
00:44:59
it's quite a dramatic thing and then Congress has no ability to stop him um in some way uh it is concerning that the
00:45:06
world's uh richest man has and a private citizen that has contracts with massive
00:45:11
contracts with the federal government has this much access and now seemingly has the power to close down entire uh
00:45:17
departments they think it's a obviously I'm doing a on with some of the experts of what he did at Twitter um and is
00:45:24
doing here um but it's it it is one way to take over a government um is to be doing this and of course they're arguing
00:45:31
that they're trying to save money and it's the only way to do it but they're flinging all kinds of uh unsupportable
00:45:36
allegations about different things but of course that chaos is part of the plan here any thoughts on
00:45:43
this well when you have the world's richest man who can deny people their
00:45:49
you know get in the way of their Medicare Social Security veterans benefits unilaterally based on his crew
00:45:55
that shows up I mean it's the ultimate We complain about regulatory capture and
00:46:00
private capture we richest man in the world do now have access to who gets money from the federal government
00:46:06
without the approval or the oversight of our elected representatives
00:46:12
so again there's just so much crazy [ __ ] going on that we never thought we would see that people don't seem to be they're
00:46:20
just they you know it's triage right now there's so many incoming projectiles
00:46:26
that everybody that they don't know how to respond and absorb this but he is now
00:46:31
kind of the puppet master and I the notion that he can go into a website and turn off payments for social services or
00:46:40
government services or shut off foreign aid uh at his sole
00:46:45
discretion um it's just he says he's do he's doing it on the president's orders so go ahead well that's fair because
00:46:52
he's appointed by the president the president can remove him but my ression is based on the the tariffs the Market's
00:46:59
reaction to taking a stock op that basically okay you have one guy who the president has entrusted to make these
00:47:05
decisions real time and it's uh you know we the the one
00:47:11
of the downsides or the upsides of a bureaucracy and what people would argue correctly is sometimes an inefficient
00:47:17
government is that we don't let any you know power corrupts and absolute power absolutely corrupts and what we have
00:47:23
here is absolute power and what do you know it's the world's wealthiest man and it goes back to the same thing there has
00:47:28
to be a check on this American Experience where we just have decided
00:47:35
that money translates to not only power but to rights and we are transferring
00:47:41
more and more wealth which subsequently means more and more power and probably most upsetting more and more rights at
00:47:48
the expense of poor people and what's going to happen to every company that
00:47:54
isn't owned by musk and and I look at these tariffs and I'm like this is brilliant he's figured out a way MH to
00:48:01
create a tariff that pretty much exempts Tesla everyone's like well Tesla
00:48:06
sells a lot of cars into China no all the Char cars being sold in China are manufactured in China they're not
00:48:11
subject to tariffs yeah anyways it's it's I find it very distressing there
00:48:17
are there are very very little it's interesting to see whether you saw those protests in Germany or not seeing them
00:48:22
in this country whether but musk's uh favorables are quite low really quite low considering most a lot
00:48:29
of people look up to him um which is interesting because it does look especially with this this crew he's got
00:48:34
around him it feels like a movie someone made up right some of this stuff and one of they're all kids they're all kids of
00:48:41
some sort that are around him or people that work for they're all his people that are coming in and demanding to see
00:48:47
everything demanding they're they're you know they're like the they're like the Evil Genius Bar essentially that's going
00:48:52
into all these places and they did take over what was essentially The Genius bar for the government the US digital
00:48:57
service and they've renamed it the US Doge service um and that gives them access this these were already set up
00:49:03
these these offices in every Federal uh federal government uh facility in every
00:49:09
Department um and and you know some of them some of them literally were was just a colle was just a camp counselor
00:49:16
and one kid did this astonishing Computing around decoding um these
00:49:21
ancient Scrolls brilliant people who had brilliant coding skills and Brilliant computer skills um but it's this sort of
00:49:28
team one guy is called Big Balls that's his nickname which I doubt he has them if that's what his nickname is I bet
00:49:34
they're small balls um it's just it the whole thing feels so bizarre and people are freaking out because I don't think
00:49:40
many people can do anything right what do you do when he does this um there it
00:49:45
doesn't feel like Congress has a handle on it the Democrats do not control Congress um it feels like it's a plain
00:49:52
sight just this is how they're going to go through every Federal agency and do this unless they're stopped by courts
00:49:59
that's you know which is interesting now Ezra Klein was making a really interesting uh argument which I I like
00:50:06
I'm going to read from it um there's a reason Trump is doing all this through executive orders rather than submitting
00:50:11
these directives as legislation to pass through Congress a more powerful executive could persuade Congress to eliminate the spending he opposes a
00:50:18
reform the Civil Service uh to give himself powers of hiring firing that he seeks to write those changes into
00:50:23
legislation make them more durable and allow them to argue their merits in a more strategic way even if Trump's aim
00:50:29
is to bring the C civil service to heal to get to rid of his opponents and to turn it to his own ends he would be
00:50:35
better off arguing that he's simply trying to bring High Performance Management culture to of Silicon Valley to the federal government you never want
00:50:43
a power grab to look like a power grab I thought that was exactly on point I
00:50:48
don't know what you think he's calling it week this is a week I'm Flex I think
00:50:53
almost every life lesson can be extracted from one of the seasons of Game of Thrones and I feel like Elon
00:50:58
Musk right now is the high is the um High Sparrow oh that's not good for him
00:51:04
and tomman is is President trump it feels to me like um Trump is just kind
00:51:11
of massaging and coordinating everything here and shows up with these really
00:51:16
impressive probably very hardworking intensely smart group of people who show
00:51:21
total faaly to musk like a like a god and I bet Trump admires that and Trump
00:51:27
says to him show that same sort of loyalty to him and Trump says this guy's smart he fired 80% of Twitter staff this
00:51:33
is exactly what we need in the government and they just go at it and I
00:51:38
I don't think at this point Trump has the regulatory checks uh to even slow him down unless he were to decide to
00:51:45
fire him right so I think he's just going after it so fast and so Furious
00:51:50
junkyard dog that's what he is he's just he doesn't care what he does to get there yeah it just it feels and I think
00:51:57
the damage here is going to take um I mean there's a component of it that
00:52:03
I understand there's a kernel of like value you know it's something has to shake it up something has to shake it up
00:52:09
right you can see the importance of shock value and occasionally you do need to kind of go in with a hammer not a
00:52:15
scalpel it strikes me that this is just so reckless this is what he did at Twitter this is the same tactics you
00:52:22
know one of the things that you know when they were talking about oh look the word fork in the road is in the um is in
00:52:28
the letter Eli musk wanted you to see that they he know he wanted you to know
00:52:33
it was you know it was me tell them it was me you know what I mean like he want he wants people to have us to and the
00:52:39
journalist to write that he's trying to copy what he did at Twitter right which which is which a lot of these moves you
00:52:45
know he remember he seized the systems fired people took over people there was worries about privacy it's the same kind
00:52:52
of Playbook that he has there sleeping in the office that's his favorite thing to too apparently that beds at the
00:52:58
office of personnel management bringing in his cronies this is the same you know it's like watching Fast and Furious over
00:53:05
and over again except they're a bunch of Geeks I guess I agree with you I I think it's it's really I do think it's the
00:53:11
mark of a loser and he wants to be seen as a king and so he's he's sicking his his this guy on people and to scare them
00:53:20
and I'm not so sure they're so easily scared that's I think this FBI agent that push back a lot of these people at
00:53:26
these agencies are pushing back and we'll see we'll see if Congress has any kind of balls which they don't in any
00:53:33
way they kind of like it in some weird way the Republicans certainly do but I don't know I don't know we'll see where
00:53:40
it goes we'll see where it goes um and and the concerns of course are privacy
00:53:45
and the ability for these people to to download all this information about people um we'll see why these what
00:53:52
explanations they have of course but uh let's just say we Scott and I I don't trust them on first blush all right one
00:53:59
more quick break we'll be back for wins and fails okay Scott let's hear some wins and
00:54:06
fails it strikes me that you need a better strategy than showing up at churches and schools and
00:54:12
workplaces for these U immigration rates I don't I just find it so ironic that
00:54:20
that the agency's charge with locating people okay starting with
00:54:27
starting with people who've been detained for a crime I get it but it just strikes me as so ironic that that
00:54:35
they have determined the place to find these undocumented workers is at work
00:54:41
church or school doesn't that make them the most American of us I mean harders
00:54:46
it's just so it's so un it's so ironic but it appears that we've decided that
00:54:52
if we want to find undocumented workers we should go to a workplace or they're sending their kids to school
00:54:59
or they're going to worship it it's just so I find it so so telling that maybe
00:55:06
maybe I mean I I I'm not about I'm not against deporting people but I find it
00:55:13
Illuminating that okay we didn't wake up one day and just find out that 177% of
00:55:19
people on construction work sites were undocumented workers and what I don't
00:55:24
think we've come to grips with in terms of an honest conversation around this is one I do believe I don't think you can
00:55:29
have open borders but two the reason why we have let this go so far is that the most if the secret sauce of America is
00:55:36
immigration the most profitable part of that secret sauce has been illegal immigration and we don't want to have an honest conversation about it because
00:55:42
they come in they take care of grandma they pick our crops they build our houses and then when the work dries up
00:55:47
they leave without taking social security they pay social security taxes but they never stick around for Social Security they actually don't lean on our
00:55:54
social services because they're worried about being deported and if you seen what's happened at construction sites Across America they're empty people
00:56:01
aren't showing up so I wonder if this strategy is just of of trying to shock
00:56:07
and a and intimidate is very shortsighted and not good for the economy and not going to accomplish what
00:56:12
we need to accomplish in terms of having a sane immigration strategy that's my you know anyways I that that call it two
00:56:20
fails in a row here the other real fail again under the opes of flooding The Zone with mendacious [ __ ]
00:56:27
you know foreign aid freeze I think we spent about $70 billion or about $200
00:56:34
per Citizen and this is some of the things we do you know in
00:56:39
Sudan you know the US supports 600 and uh you
00:56:46
know we support 634 soup kitchens that feed almost a million people and Tha
00:56:51
Thailand and myanamar Refugee hospitals funded by the US are closing cling their doors patients with tuberculosis and
00:56:58
life-threatening conditions are being carried away on makeshift stretchers in Africa the famine in Sudan is worse I
00:57:05
mean the Democratic Republic of Congo where us Aid supported 4 and a half million displaced people verge of er we
00:57:12
were on the verge of eradicating diseases like malaria malnutrition because of private and public
00:57:18
coordination in Cambodia where the US was close to eliminating malaria officials now fear the disease is making
00:57:25
yeah a comeback back it Scott it's not help Americans it's not help Americans
00:57:30
that's the stupidest argument it does help Americans I think the majority of
00:57:36
Republicans yeah when if you sat them down and you said for 200 bucks a year
00:57:42
this is the good we're going to do around the world and this is the Goodwill it's going to create and these are the diseases we're going to
00:57:47
eradicate and this is how we're going to find refugees who were displaced in Wars
00:57:53
a shot at surviving I think the majority of people go here's $200 right on yep
00:57:59
these are I I I can't even it's the crest it's the
00:58:15
cruestv you this shiver little heart that we have at work here like that but let's put the morality aside so you
00:58:21
decide look I'm all I want that $200 to go to American Kids full stop okay I
00:58:27
understand the argument I don't agreee with it but I understand it that 200 bucks that void we're leaving Russia and
00:58:33
China are going to step into that void they're going to find allly people willing to be allies that's right and
00:58:40
who will fund groups we have this sense of security this cold comfort that there
00:58:46
aren't people out there who would come for us kill us and take our [ __ ] away and one of the reasons they don't is
00:58:52
because they can't because generally speaking the vast majority of Nations and the vast majority of people around the world might find us obnoxious they
00:58:59
might find us gluttonous they might find us arrogant but they think at the end of the day we're trying to do the right
00:59:05
thing that we're the people who are funding that hospital that when there's
00:59:10
refugees when there are homeless people and there are maternity WS being shelled in in Ukraine that American Charities
00:59:16
show up when I mean we're seen as the good guys and that pays enormous that
00:59:23
pays enormous dividends that we don't we don't recognize because the Homeland
00:59:28
hasn't been attacked since September 11th so even if you think even if you don't make the moral argument or you
00:59:34
don't accept the moral argument just from a security standpoint GE political power standpoint this is the best 200
00:59:42
bucks Canadians are booing us people Canadians don't boo anybody let's just say Canadians they're boo did you see
00:59:48
the national an they started booing us they're booing us anyway all right I'll start with mine um my win obviously has
00:59:57
to go to Beyonce on her album of the Year Grammy win for you know what
01:00:02
watching the Grammys was great they weren't the vibe they had was like [ __ ] you all of you we're going to be black we're going to be interesting we're
01:00:08
going to be talented we're going to be enjoyable I there was not a lot of the vibe was so good at the at the at the at
01:00:15
the Grammys I'm sorry they weren't they weren't doing a lot of the like virtue signaling at all in fact they were just
01:00:21
like we're [ __ ] better we're cooler we're so cool we are so creative anyway Beyonce's at the top that I love Cowboy
01:00:27
Carter I love that album there's a lot of albums I love this year Kendrick Lamar was I liked a lot but this one I
01:00:33
really enjoyed and played it over and over again um she's been nominated four times in this category um this was her
01:00:39
first uh album to win it and deserve it go listen to it it's really a wonderful
01:00:44
album in lots of ways and really fun actually super fun and really moving and everything else so congratulations beyon
01:00:51
I know it's been hard for you to make it in this business um I also really enjoyed watching Taylor Swift dance her
01:00:56
ass off throughout no matter what she made kind of a little like an adorable spectacle of herself dancing with kids
01:01:02
dancing in coats and also Janelle Monae did a Michael Jackson it's everybody and
01:01:07
and um Lady Gaga did an amazing uh duet of California Dreaming with Bruno Mars
01:01:13
really wonderful the whole Grammys was wonderful wonderful wonderful um my fail um besides this ridiculous antics of
01:01:20
Elon Musk which continues into the [ __ ] Millennial make Elon go away as a really good um thing to happen he
01:01:27
should go to Mars again I think he should realize his dream we should spend all that forign a money we're not spending on sending him to Mars
01:01:34
immediately but um was an interview that Mitch McConnell did with uh Leslie stall
01:01:40
on 60 Minutes which is uh under attack because the owners are trying to uh pay
01:01:46
off Trump through settling a lawsuit as we talked about last week but this is a great interview with Mitch McConnell
01:01:52
where she he goes you know she's like you wrote this and this and this about Trump being a terrible person he goes
01:01:58
well that was a private conversation and then she goes well it's in your book and he's like yes it is like he's just this
01:02:05
guy had every opportunity to stop Trump in a very significant way and did not do
01:02:11
so and it mystifies me that he could act like he doesn't like him just he doesn't
01:02:16
get the right not to he facilitated Trump um and to try to pretend he didn't is really he's a lome toad he really is
01:02:24
of all the people cuz you can't hate someone and then be the reason they're still here and and gave him the lifeline
01:02:31
that he did richly did not deserve so Mitch McConnell you also should go away
01:02:36
you really should you've been a real um he did vote against Heth which is kind of he did finally yeah that's what I'm
01:02:42
saying I feel like that's I feel like that's Hannibal Lector deciding is a vegan on his deathbed I me it's just like doesn't do us a lot of good now
01:02:49
exactly you're no John McCain my friend you're just no John McCain and I just
01:02:55
act trying to be be like that right now I don't know what he's going for but I would like his tour to be over and I'd
01:03:01
like him to go back to where to Kentucky and just get the [ __ ] out of here just leave it's all your fault Mr M Mr
01:03:08
McConnell anyway um that is my fail but he's I have a quick question for sure
01:03:13
yeah is Edward Snowden a traitor complex topic comp I did an interview with him
01:03:19
many years ago and I think what he uncovered was astonishingly disturbing
01:03:25
about the government spying on citizens um so in that way a good thing uh in a
01:03:31
bad thing the way he did it I think I I there's all kinds of hair all over him in ways that are disturbing um I have
01:03:38
talked to many National Security people who find him to be a Traer and they have very persuasive arguments I have a hard
01:03:45
time uh deciding uh about that I I do I I even after doing the interview um and
01:03:52
I hate to say that because I think that in many ways he is is and in uh in many ways he is I don't know what to say
01:03:59
that's where I am I I don't know what else to say um anyway I think it's a complex topic let's just say and and and
01:04:06
they did make reforms after he did it but at the same time the way he did it was traitorous too complex why did you
01:04:14
ask that let me ask you why did you ask that uh because well I thought that was
01:04:19
the most interesting moment of the but you now as well no longer in my opinion are qualified to run our national
01:04:26
I think that's I think that's a layup of a question all right okay I I'm not suggesting I'm not suggesting what was found out might not ultimately be good
01:04:33
for America but he's full stop 100% a traitor I'm usually with the National Security people on this thing and I
01:04:39
think he did hurt our national security apparatus you lost my vote I'll vote you you Secretary of Defense I'm in for you
01:04:46
anyway um I I just have a smidge of I don't love the government what they did so anyway uh we want to hear from you
01:04:52
send us your questions about business Tech or whatever is on your mind go to nymag.com Pivot to submit a question for
01:04:58
the show we call 85551 pivot elsewhere in the Karen Scott Universe I talked to Ben Stiller about Severance on on let's
01:05:05
listen to a clip there's so many different ideas of what you know Severance could be a metaphor for and I
01:05:12
think we all do separate to a certain extent when we you know check out if you have a drink or you know you take a
01:05:19
gummy or you you know uh watch a TV show or if you go on your phone I mean we all find ways to cope
01:05:26
with the everyday sort of you know torrent of stuff that's coming at us in life right it's also I go to hardware
01:05:32
stores and browse um when I do I love them what do you do to sever Scott like
01:05:38
we already know gummies breath work what uh I hang out with my dogs
01:05:44
sometimes I take a gummy I like to write I I just the evening is my is my alone
01:05:51
kind of peace peace time you know I think it's important to have s
01:05:57
mindfulness and and just do your own thing and I also occasionally if I have
01:06:02
both a gummy and um a couple makers in ginger I put in my airpods and I danced
01:06:08
80s music without my without my shirt on and dance in the mirror like a 15 what I
01:06:14
imagine like a a gay 15-year-old teenager would do I so want to see that
01:06:19
I so want see that can you put a camera in your house so I can watch that and then I will sever watching that that
01:06:24
would make me literally it would probably it would probably decrease the amount of sex people that people have
01:06:30
that night by like everyone would just be so freaked out and so unattracted to every video where I can watch it DJs and
01:06:36
Tom Petty little bit of little bit of edible CBD and sativa with the makers
01:06:41
and ginger Daddy's got the moves hello ladies all right do you believe in love and first side or should I walk by again
01:06:49
boom [Music]
