Trump’s Press Crackdown, Paramount Settles, and Anthropic’s $2 Trillion IPO

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But it looks like very much behavioral remedies and not structural ones as promised by Rob Bonta, who looks like a fool here, actually. A range of concessions reportedly discussed, including a $1.5 billion investment in production in California after threatening to leave. A ding bat editorial board for CNN and CBS to ease concerns over independence, which is completely toothless. A commitment not to sell either studio lot. I'm not sure what that's about. And a potential penalties at Paramount fell to produce 30 movies a year, which they already do. So I want to talk about this a little bit. I've got some props for you. Is that okay? So, you know, I don't know if you know this, but I work for CNN. Sometimes this is a CNN logo that I stole from them. I was there. Do you like it? Cool problem. Yeah, that's going. Okay. Oh, wow. Are you making an announcement? No, not an announcement. And I have a contract with this coffee is delicious. I'm going to have someone this delightful MSNBC cup. It is kind of old. No, I just can I just take you into the I I started a brand strategy firm profit when I was in business school. I'm just dying to know. They're in a meeting and they're like, okay, can be MSNBC with Microsoft and MSNBC. We said we don't want we want to lose MS, but a can be MSC because of corporate reasons. So MS now news right now. And then some genius went, no, we need to make it sound more urgent and wake up the old people. Call it MS now. That's the mission point. No, no, no. I just took my see Alice. I want I want to see that Ari Melbourne now now. He is a sexy beast. I got the oxygen tank. I know. I know. I just watched a Pam Grier film. The Alice is checking in. Where's that Melbourne? Now. Okay. In any case. No, my contract. I was just literally reading my contract today. As you might imagine when this news struck because I threatened to leave and I am asked my agent to get me out of my contract. It ends December 31st. So it's only a few months, right? I just can't. I just I thought like I was trying to figure out ways I could work with them in some like licensing way. But then I thought fuck these guys. I don't want to work for them. I just don't. I got too much to do with you Scott Galloway. Let me give you a little insight scoop here. Yeah. I think there's a decent likelihood. When you show up to whoever it is, you show up to it CNN and say I want out of my contract. They jump up and say congratulations. No problem. No, not at all. You're wrong. I know you think that. I know you'd like to run it down. We'll miss you. Best of luck. No. Maybe the elephants. That's for sure. But not, no, no, they've been trying to keep me very nicely been trying to keep me. And I have a lot of regard for the executives there now. I have other things that make more money that matter more that have a bigger audience. And I just don't let the door hit your ass on the way out. I'm anyone with a last name, Alison. No, I'm just saying I just don't want to work. Why is it? Why is it? They don't want me. I don't want them. And I have been very explicit. I'm breaking up with you. No, stop it. Stop it. They just stop it. They think they have shoddily. I think they are terrible media owners. I'd rather work for Rupert Monoc. What other media from do they own? They own CBS. And you think they've been. I think they've been. Fair point. Fair point. Fair point. I answer my own question. Maybe it's down. Let me say. I think they're terrible media. God, I love Landman. That's fine. But they didn't do that. You love Top Gun. I love him to make Top Gun movies the rest of his life. I'd be thrilled to watch them. And I will go to Top Gun 3. So I'm trying to incorporate a Top Gun metaphor. I worry at MS now. I worry that you stayed at CNN. CNN that the elephants produced along with Top Gun. You would hit the same glass ceiling as Goose. You hit the same glass ceiling. Oh, well done. Pretty good. I love Goose. That was a good character. Yeah, especially in Top Gun 3. Kelly McGillis is returning. But you know who is not returning. Goose. Oh, I know. That's very funny. Anyway, farewell and adieu. I can't leave you yet. But I will leave as soon as I can. I'll leave you. It's going to be a great employee. I'm out. I'm out. Until I'm legally. I'm gone the moment I am no longer legally. Yeah, let's invite her back. Let's see. You know what? I have much demand. Scott Galloway. I know you are. I'm just saying I'm much in demand. Everyone's afraid of you. Okay. Give me strategy. What I should do. Besides, fuck you. Yeah, fuck you as my instinct. Your strategy. Kara is you invest in your opportunities. Not your problems. That's correct. Broadcast media is a problem. And you like many people have a fetish for it. And think that if you see a CNN or an MSNAL logo over your head, it makes you more credible. You've already worked for the most credible brands in the world. You should go direct to consumer. You make more money than you've ever made anywhere else in your life. Talking to an irreverent brat bro. You should invest. You should invest. You should invest. You should invest in. You just started something very cool. And by the way, just our listeners know we have a person out of this. You started something really cool called off with Kara Swisher. Yeah. You're making all this cultural commentary. Yeah. Invest in that. Invest less time, energy and effort. And an 80 year old looking for Ari Melber to come on. Yeah. I get it. I agree. Invest in the opportunity. Goad. I am when I. I learned how to surf in Hawaii. And I thought I'm an amazing surfer. I'm gifted at this. And then I tried to surf in Newport where there's real waves or harder waves. And I found out I am not a very good surfer. Go to where the snow is good and the waves are great. And that's podcasting and direct to consumer. You like. You don't like anyone telling you to do anything. You are a shitty employee. And I say that affectionately. As a shitty employee. I would have made more money if I'd stayed a Morgan Stanley. I was too insecure and self-centered to work for other people. It is a skill. It's not because I'm a baller. You are that in spades. Invest in your opportunities. Not your problem. Thank you, Scott Gowler. I think I shall do that. I'm going to focus more. There's so much podcast opportunity. And I mean the broader podcast stuff. And some other stuff I'm interested in. It's so fun to try things like doing that off with CARE Swisher. And that's going to go somewhere. I have more stuff to do. I feel like it's right. But let's talk about the deal itself. I mean, this looks like Bonta gave in. I don't know why he was even doing it in the first place. What does your overall feel for this? Away from my interests in the situation. It's your regulatory theater. We decided, as they should have, that two enormous media companies can merge because they need to compete with even more enormous media companies. There was no legal reason to block this merger. And oh, but they extracted from them a promise to make more movies. That's like letting Goldman and JP Morgan merge if they promise to build more ATMs. This is regulators started out saying, "This is Godzilla. It's an existential threat to humanity." And they settled by saying, "We'll make more movies about Godzilla." Yeah, and then keep your studio. Keep your real estate and Los Angeles. This is total weak sauce. This is Rob Bonta deciding he wants to run for governor and giving a populous bullshit. I don't like the concentration of media. But the bottom line is, when you do the math and you look at antitrust law, there was no legal leg to stand on here. Other than bothering them and trying to extract their pound of flesh. So fine, they're going to get, "Oh, and my favorite, the CNN editor." I know, I know. You know how I feel about that. That's my favorite. I sent you what I thought about. That's when, that's like with the WGA, the worst run union in the world. Extracted agreement from the studios to discuss AI. That's my favorite. Yeah, editorial board. You have to have a conversation. Conversation with us about AI oh yeah, that'll save you. Yeah, exactly and the editorial boards just I'm gonna read you something I wrote because I just think it's such a dingbat nonsense to do that This is what I wrote a history lesson do you remember the 2007 five members special editorial oversight board that Rupert Murdock agreed to form when he Bought Dow Jones rent and meddling by him I do and thought it was a name then within a year Uncle Satan my nickname for Rupert had put his minions in place moved out Marcus Broccoli installed longtime fact totem Robert Thompson who my nickname the naughty vicar so no one was there who might complain to the board utterly predictor and painfully stupid the committee publicly said as much pointing out the obvious they were powerless The Columbia Journal's review aptly called it the committee of the absurd and since then repeat after me kids ownership equals control If romp ought to think such a toothless entity will be effective He is a knucklehead between by the way Murdock had done the same tricks earlier when he bought the times and the Sunday Times and London both boards are nonexistent today. Thus it will be with the elephants just I this is like I these things You know I would as I said I'd rather work for murder But he did the same game on these people and and and they're far less able owners of CBS Who put in incompetent management so far don't seem capable. It's they seem capable of controlling the media very nicely That's what they're good at. I just think these boards. Would you why don't you be on the board costs of trouble? I just committed to a board to meet six times Yeah, you're on a good board. You're on an actually good board. So look the Okay, if this is a good merger Because in media media plays a really important role especially news media and unfortunately news media Unless it's elevating conspiracy theory or that mRNA vaccines all to your DNA and Getting content produced for free and then using AI to Addict you and serve you to exact right Nissan ad at the exact right moment It's become too expensive to do good journalism and unless you have a benign billionaire or someone with deep pockets who sees an economic motive and Funding this for ego reasons or otherwise These things are going to go away now CBS paramount Was going to go away faster if this merger didn't go through that company. Yeah, it was really Trouble gonna struggle. It is subscale Warner would stand business It just it just would go sideways and probably be a shitty place to work or invest even their subscale together They got a fighting shot. I don't think the Ellison's are as I think the Ellison's like money more than they did Republican politics. Oh, yeah, it's not true of Larry. It's maybe true of David. I think David was sort of more democratic Ellison is on the hook personally. Yeah. I got it. I'm telling you that he is billion in debt. He is very He's got to make this work economically and CNN I just don't I just don't think it's I don't think overnight You're gonna have the ghost of Lou Dobbs on CNN. Oh, we got that. Oh, the stuff they don't have CBS is pretty grotesque But but let me just say let me relate it to related news the five major TV networks are suspending They're rotating White House pool coverage after Trump administration refuse to allow CNN to serve as a pool representative This comes shortly after president Trump banned CNN MS now and political from the White House saying media outlets Shouldn't be able to report fictions and lies actually they are allowed to do that Donald Trump Reporters from all three outlets were turned away saturday with their White House press passes the activator confiscated Trump said there was no single story that prompted the band calling the result of the years of negative coverage and warning That other outlets could be next apparently Natalie Harp fed him all manner negative clips from MS now All three outlets are set to sue the administration. They have an excellent lawyer Ted Boutreau is asking a federal judge reverse the man Which probably will be because it's Government shall make no law Restricting the freedom of the press So There'll probably restore access. He might restore it for the Ellison's I guess and but the whole but everyone's banding together This is important because you know, I think it's the last gas of an autocrat here what he's doing And maybe he was up late with Natalie, you know shooting the shit But but it is related like who owns these things and who has the guts to stand up to this kind of nonsense I watched real time with Bill Marb because Jess was on and there was a guy David gruff broth anyway And he said that he was defending first amendment and said that Robert Kraft who owns the Gillette Stadium in Boston should allow Maclamore to play and the president should allow All of these media outlets in for the White House press readings and I find that that's a false analogy Robert Kraft owns Gillette's it's a private I get to decide Who's in my house? And if they offend me for whatever reason I can say fuck you. You're not welcome in my home I get to say that if Robert Kraft feels that Maclamore is a raging anti-Semite of which I would agree He can say yeah, I'd rather I'd rather him just not be in my house. He gets to make that He gets to make that assessment. The White House is our house. It's the definition of a public space And we have decided like that the most important thing that we put. Let me think So we put number one in terms of our amendments that it's important that media has a check on government But net net this now ultimately ends up being a distraction because these White House press briefings Donald Trump's ego is going to result in him restoring it Because he'd rather have a raucous party where occasionally someone offends him than have a sad party that no one shows up to And the media even Fox is like okay, this is wrong And as the media does and this is a wonderful thing about the media. They do look out for each other Finally. Yeah. I was waiting. I was waiting. I was like as Fox and because the Fox News person is head of the White House Correspondence Association and she's been very suck up. He did Trump But she did make strong statements. You got to give her credit You remember I was so against that stupid White House correspondents dinner. What happens when the Biden or the hair or the news Administration blocks Fox. I mean should not should not agree But my point is they all realize We're next. I mean, we can't have this. We've got to have Anyways, this I think this ends up You're in this business and have a better gut for it my thesis Another distraction ultimately everyone's back in the room. Yes, but it is another distraction You're absolutely right. I think he's you know, he got ginned up by Natalie at night And not in the ways that are fun We don't know that could be a lot of fun going on there. I doubt it She's the most influential member of this administration by the way Because they because Susie Wells was away and that's when this stuff dropped From what the reporting I think it's It is a distraction, but boy Scott. It's terrifying. You know what I mean like this is Yeah, the craft time book. Yes, I think he's on the last vestiges of an autocrat situation And I think it'll be like what happened in Hungary Uh, you know with Orban etc It's still disturbing in the United States of America hungry doesn't have the first amendment We do and it's so dead clear here And it does matter who owns these things which is why the Ellsons are ill-equipped to do it I don't think they have any backbone. They'll suck up to anyone that that will matter I think they're going to get a buzz off from the Democrats if things change in November Um, and I think that's another thing that's going to happen and hurt that company quite a bit that said They have to like no Media ownership acquires a certain amount of backbone. It really these days Um, and and and I fear they don't have it um, I Again, as I said like Murdoch's actually his newspapers whether it's a journal or some others have been very good reporting like really strong I wouldn't call it anti-Trump reporting. It just is really tough on the corruption of the Trump administration Um, and you need though you need those those things and so it's it is a distraction But it's also incredibly worrisome that he does this Also because I think he's by himself late at night with this young stupid woman It's incredible to watch a lot of these cabinet members and we're going to we have a very interesting quote right now Um, but there's all these cabinet members You know, just jumped on the thing of course because they don't say things the worst of them was scott besent who The great pupon man is working my last nerve at this point But the press cares more about press than anything else after the way he was performing. I'm Kara Uh, you know, he is the treasury secretary, but well, I'm sorry. I was thinking of Scott Jennings Oh, Scott Jennings. Yeah, so I'm sure he'll get a raise in the new. That was an administration Um, but uh good he can take my money But he scoped it there they all backed him and so one more on this topic this idea of quizzlings and cowards and people that enable Trump is currently off his rocker and he he loves the press and hates them It's the same old story, but let's hear a clip from Jake Weisberg who has a book out on all of the people in institutions who have failed to stand up to Trump called Profiles in cowardice. Let's listen The biggest coward in America today is Jeff Bezos. The president of the United States is attacking the free press He has banned several news organizations from entering the White House He's taken their press badges away and what is the owner of one of the most important newspapers in the United States doing Nothing what's he saying nothing publicly and I suspect nothing privately and what makes Bezos such a coward Is that he didn't use to be this way in Trump won he was a stalwart owner of the Washington Post host. He stood up to Trump's bullying. He said and did all the right things. So what's happened? I think the answer has to do with his competition with Elon Musk in space. That's the thing he cares about. It's the thing he cares about more than the free press. It's the thing he cares about more than American democracy. I used to think that when you had a billion dollars, that was the ultimate fuck you money, pardon the expression, but it turns out it's, I'm fucked money because it gives Trump power over you. He can come after your assets. He can take away what you have and people in a way who are vastly wealthy seem to be more threatened in terms of what their ambitions are, what they have to lose than people who have a lot less. Anyway, it is interesting what's going to happen to these class of cowards. I don't know how you look at it. I mean, I get going along with the president, but at some point, not to defend the First Amendment, and which was all over whether it was Mike Waltz, that guy, or any of these Congress people, it's really, that's what worries me, Scott. That's what really gets me. Is there like, huh, good point. They're really mean to you. It's, I've been thinking about this a lot, and that is, I think you and I, I suppose you want just the right amount of money. I have some friends who I would argue have exactly the wrong amount of money, and that is they've made enough money. So they feel no impetus to take a job and no job meets the bar they have for what they should do. And they wake up two, three, five years later and they've done fuck all, but they don't have enough money to retire or live the life they want to lead for the rest of their lives. They have exactly the wrong amount of money. So they end up turning down opportunities because they have the wrong amount of money. There's, there's something to having a right amount of money where you don't let perfect be the enemy of good. You just get on starting like making your career, making progress. It's great to not have economic anxiety. We have the right amount of money in the sense I was thinking about that. And that is, we have given enough, we have enough economic security. And this is wonderful thing where we have independence. And what it appears is that when you have billions, it creates interdependence. You start becoming dependent upon the government for contracts. And that is fuck you money turns into wealth that gives you more to protect. And we were told billionaires would be value out because they'd be uniquely independent and no one could buy them. And it turns out the opposite may be true that they may have more soft tissue, rockets need government contracts, banks need regulators, media company, mergers need approvals. So kind of the bigger the empire, the more windows somebody can throw a brick through. And I always get angry at these guys and say, what's the point of having all this money? But what I'm more empathetic to is that they build huge companies with a lot of people depending on their shareholder value. They become obsessed with the success of these companies. They don't want to be the guy that like Amazon or Blue Origin or whatever it is. And as a result, they go from being true ballers to true bitches. So they be ballers to bitches. ballers to bitches. So there's anyways, I came up with this insight last nine under the influence of edibles. There's a curve of the right amount of money. No curve. What is that number? Do you have a number? I think about this. I think about this weight. Because you need a lot of more edibles than I do, for example. But I think that the right amount of money, I have an equation for this and wrote a book about it times your annual burn, including how much money you'd like to give away. Take that number times about 25. And once you have that number, realize that money is ink in your pen and write news stories, but it's no longer your story. And you should be totally focused on relationships and enjoying your life. And beyond that, money becomes another thing you need to manage. And also there becomes a fear of losing it. Right. That is exactly right. That's exactly right Scott. I think you're right. That's what I was thinking at for this. I was like, Oh my God, no, I just don't want to even figure it out. I just want to walk away and make something as that's mine. That's all I felt like. You know what I mean? Like that I own that I control. You're a lot easier to manage than all these people. And totally enjoyable. Let me say even even the nicest thing you've ever said, even when we argue, you know, by the way, there is an issue around Robert Kraft. We're not going to get into it. But it is a little scary. He should have a Robert Kraft is like, he lets Kanye in and not this guy. Like if you're going to do this, be consistent. I didn't like him colluding with everybody. Be consistent. You can have whoever you want to. I get it. But the colluding among all of them was, hmm, hmm. So I don't know that part. Who was colluding? He called all the other stadium owners, all the rich guys. And that to me, that's collusion. I'm sorry. It's just kind of, oh wow. That's kind of scary. That's a little mean girls. We're allowed to do it. I know. But it's not make, doesn't make me happy. I think it's just, I think we should let everybody say what they want to say. That's what I said. Anyway. You want to come to my house. Yeah. We'll make fun of Jews. You're not coming to my house. I, you don't have first amendment rights in my house. I would never do that. Well, I know. I'm not saying you would. I'm just trying to make a point. I don't. I get it. I get it. I think that whatever name is Macklemore has a right to go on Broadway with a microphone, dress up how every wants and say very offensive things. Public space have added, brother. Yeah. But in this case, what he said wasn't as offensive. It was the past stuff. I think that they were reacting to some of the past behaviors and dress ups and stuff like that. That's pretty ugly. Ed Sheeran looks pretty ugly. Oh, I didn't believe I have to look at Ed Sheeran. Poor little Ed Sheeran. These celebrities try so hard not to get involved and they just get it. Yeah. He kind of woke up and like, what the fuck? Yeah. He then, of course, did a little virtue signaling in his concert. Anyway, I have been told. He's like the people in Gaza are suffering with that kind of stuff. He did one of those speeches. Wow. He really goes in there. Yeah. I know exactly. He just, I just don't want to think about Ed Sheeran. I don't like him. So it doesn't matter. You like his music? No, he's just stupid. It's like that. That is anti-Palestine. I know. Oh my God. You must like Taylor. Oh my God. I love you. You don't like his music. I don't. I hate it. In any case, here's the last thing I would say about this old thing is where is Elon Musk, the free speech warrior on all this? No where to be seen. These people, as Amanda, my wife says, were pretending. All these free speech warriors were pretending. Yeah. It's all bullshit. It's all bullshit. Anyway, let's get back to the tech of it all. When we get back on after a quick break, we get ready for Amazon blocks. NETA AI's assistant muse. Support for this show comes from Vanta. AI adoption is everywhere you look and growing at the same time. So are your company's security risks and requirements. 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The sooner you switch, the sooner you start saving time and money. Get started at the ship station today and get 60 days free at shipstation.com with code pivot. That's shipstation.com/pivot. Shipstation.com/pivot. Taxes and fees apply. Support for this show comes from Upwork. The most successful business owners don't do it all themselves. They delegate. Upwork lets you build a team of highly skilled specialists for every function your business needs so you can focus on what you do best and let the experts handle the rest. Upwork is a one-stop platform to find higher and pay expert freelancers across more than 125 categories. Find talent and start filling those skill gaps, launch projects faster and scale support up or down without committing to full-time headcount. You can browse profiles, review people's past work, and get help scoping the role. It's time to hire confidently while sticking to your timeline. Upwork also has business. Plus, which lets you access the top 1% of talent on Upwork. With AI-powered shortlisting, you'll get matched to the right freelancer in under six hours. Upwork can also take care of operational stuff like contracts and payment, so you don't have to worry about it. Visit Upwork.com right now and post your job for free. That's Upwork.com to connect with Top Talent, ready to help your business grow. Get U-P-W-O-R-K dot com, Upwork.com. Scott, we're back. It's time for some AI news because, you know, it's not killing us this week, but they're just, they're just deep in with each other. First up, Amazon has blocked Meta's new Mews AI assistant from shopping on Amazon, saying Meta didn't get permission for letting the agent access its store. Amazon says Mews raises security and privacy concerns because it can access customer accounts and order histories, and it doesn't identify itself as an AI agent while browsing. It's interesting because I just downloaded Mews and I gave Mark Zuckerberg almost zero access to anything, including my Amazon. He wanted to go buy something for me on Amazon and I said, no, I didn't give it the access to it. But if I give it the access, it's not of Amazon's fucking business if I want this thing to shop for me, not that I would let it. I didn't let Mews have my male, it's probably going to be very ineffective or my access to my Gmail or access to my calendar or access to some people are giving their financial stuff, not giving it access. I just want to see how it does on lots of little things, like I'm going to Vienna tomorrow. It's a good walk, that kind of stuff. What do you think about this pushing back Amazon? This is going to happen a lot, right? Correct. Because they didn't want you to use their Amazon AI, presumably, which I use. By the way, when I use the service. I like your take and I'm just sort of processing this real time because, for example, if you use a VPN and you do it at two in the morning or you fool, you say you dial into United Airlines or JetBlue from a different country at a different time, it'll give you a lower fare because it discriminates. And so the airlines want to block VPNs. Actually, I don't know if that's true, but I would imagine they've been economic incentive. And Amazon has said, we don't want people super smart or we don't want thousands of agents coordinating, trying to figure out the lowest price I went to buy and they're blocking it. My initial reaction was, I think this is an incredible product opportunity for Amazon. And I want the same Amazon toll booth gate governor to be deployed across every content creator such that when any AI or crawler comes through any of my IP, I set the parameters on whether I want it done. I want to charge for it. And then the bot decides if it wants to come in, if it wants to pay the toll. Yeah, that's absolutely smart. That's a great business opportunity because the model here is pretty basic. People say, well, AI is effectively ingesting every piece of human IP ever created, strip mining it and selling it back to the people who it's putting out of work. There's a real legitimate concern there. And the model is very basic. When you listen to Kerro Q106.7 Rock of the 80s in Los Angeles, which is the greatest radio station in history, and you see, you listen to the B-52s. At the end of the year, Kerro Q pays the recording artist, whatever, call it, they pay them. Yeah, I think it is. They pay them, call it a million bucks because all of the artists have agreed to license their music. And then the rights association distributes it out. And then they go, okay, Kerro Q, you are 1% of our playlist. And they send $10,000 to Warner Brothers who represents the B-52s. I think we need the same technology here. I'm all for AI having access to data. I would like AI to have access to my data. I like it when people say write something in the voice of Skycalloway or what is the lesson on sweating and economic security from algebra. I just want to be either compensated for it. Actually, it's a smarter way to get, actually, now, because it used to be, you sort of get a vague if they got, you pay pennies, and that was always so confusing. It is a smart way to get paid for content. I think the issue here is these two beasts fighting, AI beasts fighting each other, AI, Amazon has a ton of AI in it. I use Amazon a lot as much to my sugar in and my wife's sugar in. But it's really effective, and I'm not quite, I have to sort of stack rank the people I'm offended with in tech, and it's, I'm focused on Andy Jassy, not Jeff Bezos in this situation, which is a stupid excuse I know, but they use a ton of AI, and I find myself using it more and more. Does this, like, I just bought, it sounds silly, but I want my washers and dryers to move out so I could clean behind them, because I'm anal-retentive, and I said, oh, does this hold this much weight, or what about this kind of washing machine I had and answered me? It was, like, instead of me searching around, or how high is it off the ground, and instead of me, I could have found it, but you'd have to sort of sort out, you know, scroll, scroll, scroll, click, click, click, essentially. And in this case, it answered in seconds. The same thing with Mews. Have you downloaded Mews yet? Or not? You're the most promiscuous person on Earth on these things. Did you not download it yet? There's a lot of meaning. I haven't, but it's number one in the App Store, and I actually, I'm not sure, and I'm going to think this through more, I wouldn't be surprised if Mews ends up being the biggest player in AI. I would agree. I would agree. There's another company called Instinct, which is a smaller company that also gets, I was looking at someone sent me a list of how good these things are, and Mews and Instinct rate at the top compared to all of them. Although I think you're going to use AI's separate, like the Amazon AI's, I don't think Mews will be as helpful as the Amazon AI and what I'm buying, right? It might be okay, but I get better information from Amazon, but it will be a race to see which AI you tend to use as a utility going forward. I just don't want to give Mark Zuckerberg access to my email. I worry, what if I have an email in there that something about him that I'm working on, or you know, it's like, I can just imagine it, and that's my worry is, who do you trust? Would you trust Apple? I don't trust Apple as much as I used to. That's for sure. You shouldn't have to trust companies. They're related to make a lot. I was looking at it very carefully, and I suspect it's easy to hack. That's one of the things. But you do have to give permission, and it has the more permission you give it to access your stuff, the better it is for you as an assistant. I called my assistant on Mews Mark, by the way, and then I've now ordered it to look like Mark Zuckerberg, so I can order Mark Zuckerberg around. But it's really interesting, I would recommend you trying that, and I'm trying instinct to just to try it. But again, it's not as much efficacy without stuff, but these guys are going to, these Amazon, Apple, Facebook, meta are going to battle it out over who your assistant is at this point. And I guess Microsoft, I don't know. I think Facebook could win here quite handily. The brightest mind in business is Mark Zuckerberg, and unfortunately, most good CEO's verge on sociopathy. He verges on psychopathy, so to think about how brilliant he is, he finds an incredibly attractive person to service heat shield and be the comms person and says to him for $10, $50, $100 million, you show Samberg, Nick Clegg, and who's the latest heat shield that's reputation is going to be in Tatters in about 36 months? Tina Powell. Yeah, Tina's about to become the new face of awful, but she knows it, she's a smart woman, and she can surround herself with a lot of people who like her and a lot of, a lot of, a lot of assailant on the lens. Well, she is charming. The only argument about Cheryl Samberg was was she, was she going to be California governor and president until we figured out she, she invented a business model that were 15 or girls were cutting themselves and then tried to cover it up. And then Nick Clegg with his charming British accent, okay, all right, Nick, you're lying too. The latest, highest paid liar in history who's, he, he's so good at this. He finds he's incredibly attractive people. I bet the conversation is very straightforward. Your reputation is about to be ruined for the rest of your life. Yeah, but you get to sit on that sweet, sweet down, you can, you can do it. You can console yourself and your villa in St. Bart's and on your private jet. And not only that, his ability to go to, to, to skate to where the puck is. And here's the thing, AI, loosely speaking, in terms of who wins, the three legs of the stool are the compute, the model itself has sophisticated it is, your access to GPUs or infrastructure for inference and compute. And then the raw material is the data or the input. I would argue that the part that gets commodified is the actual technology of the LLM itself. Everyone can buy the GPUs as long as you kiss Jensen's ass long enough and you can find the money. The point of differentiation. He's getting tiresome. We'll be your access to first party data. Who has more access to first party data than anywhere? I agree with you. I think it's between meta and Apple and Apple is really slow. Well, I don't think Apple wants to be. I think they're going to have sort of an agent like creating an agent for you. Like Siri has been such a fucking disaster. Anyway, it'll be an interesting fight between companies like Amazon keeping people out because they're not going to want mues up in their grill, right? That's the thing. And it's, it is powerful, but I have to say if I give mues permission to look at my Amazon data, fuck you Amazon, but I'm not going to Amazon. But you just said something, access, the biggest on people always ask me what do you do with AI? And it's how I use it to add to stuff. I look for data. The biggest sunlock was I gave Claude Fro. co-work, whatever it's called. He's got a terrible brand, stuff like that. And it was permission to look at my email. Oh my God. I read about a company I invested in eight years ago and I have no idea. Please look at my emails, see how many shares I own. Then look at the web and see what those shares are worth in the secondary market. And it comes back and says you've lost 80% of your value. But at least I know. - Yeah, now you know. Now you know. - It's like that South Park episode. That South Park episode. - The department goes into a bank, he got a bond from his grandfather. It's like I'm here to invest $50. Okay. And it's gone. (laughs) - And it's gone. - And it's gone. Another AI news, this is interesting. Anthropic open-and SpaceX AI and Google are being sued by a group of AI subscribers. You claim the company's illegally agreed to slow down a AI development. The plaintiffs argue that coordinated slow down would hurt consumers by making products improve more slowly while subscribers keep paying the same price. But this is an innovative way to do this. You know, they're facing heat everywhere. When you slow down, speed up. We are paying money for this stuff, good money for this stuff. It's gonna kill us, that kind of stuff. And in related news, Donald Trump says he's creating an AI force modeled on the Space Force. Well, then dismissing concerns about AI is a hoax. He's offered few details about his AI force. I think you just made it up in the middle of the night. It's unclear whether it would be military civilian agency. I would operate or where funding would come from. Trump also says it'll name a new czar soon, a position previously held by David Sachs. And Gryft watch alert is Trump pushes back on the calls for AI slow down. He and his family are profiting from the AI boom. What a surprise, according to the Washington Post. By the way, even if Jeff Bezos is a coward, the post news section is doing a great job. Trump's investment accounts have disclosed nearly 30,000 security transactions as a return to White House transactions, including buying and selling shares and companies to provide the chip servers and energy powering AI. The White House says the investments are handled by independent managers. I'm sure he's in law. I'm sure it's the same feeling of paying back the Russian person who paid for Donald Trump tuners wedding. So talk a little bit about this. You've got the political part. You've got the lawsuits that go all kinds of ways. There's obviously the political elements of what's happening. And then over in California, Gavin Newsom just issued an executive order to speed up to AI safety laws and explore requiring AI companies to build a kill switch. Talk about all this sort of shifting forces all over the place, whether it's legal, political, state. - So a lot here, I think they've mislabeled this. I don't think they should refer to it as a kill switch. I think we need circuit breakers. And there's just never been a need or a bigger white space for a regulatory body to come in and have subpoena power testing and approval requirements, hold periods, the equivalent of the NTSB, that every incident you have to report immediately, we can absolutely, I believe we can absolutely handle it. So every CEO can believe AI is dangerous and still be rationally compelled to accelerate because this is the prisoners dilemma. And I don't think a pause is realistic. I think the incentives are against that. And also, there are some really wonderful things happening with AI acceleration, including trying to address climate change. So the strange thing about the industry, the people building the bomb are also the ones telling us the bombs scare the shit out of them, while investors ask for another $100 billion to build a bigger bomb before the other guy does. And that's why voluntary coordination just doesn't work here. It's economically unstable and why coordination would instantly create antitrust questions. The biggest opportunity for the Trump administration, which I think they'll miss, is a really thoughtful administration would have already had several hundred diplomats, economists, technologists, from China and the US, hold up somewhere in Alaska or in South Korea, outlining a memo of understanding around cooperation around AI. - But what about this space force? He loves to have a space force or an AI force and a czar. And this requires an enormous, as you said, coordination both domestically and internationally. And instead, he wants to have some guy in charge. This is my AI guy. - Yeah, that's loyal to me. - And that's gonna give me a good jacket and this stuff. - And it's so self-interested like David Sachs has been. And then he himself is buying and selling stocks in this area. I mean, the fact, you know, the crypto bill collapse, the Clarity Act, there was a great story. And I think the New York Times, the Wall Street Journal, about the collapse of it largely. 'Cause one, Brian Armstrong, who was leading at a coin post is a horse as a ass. That's one. And two, they couldn't, you know, the grift of Trump was so massive that it gave Democrats and it took like torpedo it. And rightfully so, because they wouldn't do the correct, you know, stopping, you know, this grifter family from taking things and they're doing the exact same thing over in AI investments. - Yeah, there's two things here. There's space and there's corruption. I think one of the biggest opportunities. So amongst the many existential threats facing Americans right now, I harken back to the days when the elevators were gonna stop in Y2K or Greek sovereign debt was supposedly gonna affect all of Europe and take the people to economy. - Yeah, yeah. - I long for the days of just people dying from COVID it just, this is, yeah, I mean, think about this. Every day it's a mass extinction of them. - Mass extinction. - Well, but one of those existential crises is in fact, are debt and I'm writing a lot about this right now. A third rail, everyone talks about the third rail of entitlements. We need to have a serious conversation around our military spending. And there's a big opportunity to take the one word that defines the Ukrainian and the war in Iran. And that is a symmetry and figure out a way to partner with companies like Anderl and say, okay, Northrop Grumman and Boeing, there's just been so much creep. When you have a weapons program for a plane, which is a great plane that's gonna cost one and a half trillion dollars and the Pentagon hasn't passed an audit, let's think big, how could we take, how could we turn our military into the most lethal fighting force ever that costs 500 billion a year instead of one and a half trillion? 'Cause the problem is we associate that number with macho. And every Democrat is afraid to say, let's take it down to 1.49, 'cause that means I don't have testicles. - Right, but you know, it's hexath that's trying to integrate AI into it. It's just that he's a moron and it's not the person you want to be doing something. - That's a confidence issue. - Right, yeah. - But there is something about asymmetric warfare that leverages our unique advantage about our ability to haul stuff into space, our ability around connectivity, the fact that we have the best universities in the world looking at this stuff. And also, it might make sense to partner with the EU, Canada. - That would be nice. - And possibly, possibly China. - Also, you create, do you see what they're doing glowing up all the inner things in Russia, which Trump is trying to get them to stop? - On live and 80 billion dollar millet. - So the most successful fighting force in the world is doing it on a budget of 80 billion. And we're losing a war in Iran on one and a half trillion. How do we have five times the fighting force and lethality of the Ukrainian army for 400 billion or 500 billion instead of one and a half trillion, where we have literally one billion dollar bombers. - May I make a historical point? - Most of the people that fought the Roman Empire had equal amounts of, there was not a lot of innovation and weaponry, equal amounts of weapon, same weapons. They did it through organization, discipline, and strategy, really, right? And in this case, it's not necessarily the weapons. It's that how do you deploy it? And we should be able to do this. It is kind of shocking how much Ukraine is doing with very little money. And of course, Trump is trying to stop them for because he's Putin's bitch. Anyway, this is the last thing. Anthropic is reportedly pushing its IPO from October to November. Investors are talking about potential $2 trillion valuation. Anthropics expect to reach more than $100 billion billion in annualized revenue by the end of the year up from $65 billion as of July. The company could publish a release financial documents about the offering as soon as a couple weeks from now. I'm sure you'll be pouring over them. Those sources tell the Wall Street Journal of the decision to aim for November was made before the former Anthropic Researcher warned that AI companies are moving too fast. Give us some predictions. The Wall Anthropics IPO really happened this year. It would be bigger than SpaceX. It would be if that's the case. And also, there is people feel like the latest version of chat GPT is getting some real traction. I forget what it's called. They all have new fucking names. It tries to be crazy. Do you feel, how do you look at this? This is a shift and it was again before this hair on fire stuff around this researcher. Let me just make one note. I'm working on a book right now that, and I went back and found some old speeches of Sam Altman. 2015, he said, virtually the same thing this researcher said. So this is not new. A lot of these worries. He wrote an essay, "The first sentence of which is essentially AI will kill all of humanity or could kill all of humanity." Anyway, what do you think about the Anthropic IPO? But let's buy some stocks. Scott, what do you think about it? Well, so the $2 trillion valuation is what they're saying. $100 billion run rate by the year. end of the year. It's not a company going public. It's a country's GDP going public. And that's why Trump has been so compromised. He wants a piece of it. And he sees it as more important. So he's like distinctive extinction risk, existential risk, go baby, go. I doubt it gets done by the end of the year because of all of the different. Well, I think they have to, to a certain extent, I don't want to say I feel sorry for these guys. But they have their series A, B, C, D, E, and F investors. Think there are probably no less than 50 VCs who managed to get into the B or C round of Anthropic who are sitting on a septic tank of shit that just didn't work. And the difference between them raising fun three and being a hero and being the guy who started a VC fund and it didn't work is whether this thing gets public in the valuation. So he's got in addition, he probably has thousands of people who put a down payment on a ridiculously overpriced house in San Francisco who brought from the in-laws saying, Oh, it's going to go public in three months, not going to have $11 million. There are a lot of incentives for this guy to get public at the same time, not having, not having put in place guardrails, not having put in place or the understanding the regulatory framework. I mean, there's a lot of things that just say maybe a pause to slow down, that gives them a chance to maybe kind of check back on the catbacks and report a quarter of increased or gives people greater visibility into where they they released one of these ridiculous we work like EBITDA statements saying, Well, if you don't look, if you take out inference and compute, we're profitable. It's like what when we were trying to calculate EBITDA. Take out the flower, the bread is really big. Take out, it's kind of like profits before any costs. I mean, it's just so stupid, right? So it feels to me like he's got a lot on his plate to get a public offering done. So you think a push, a push? I got to think that if it happens, it's going to be Q1. We're running out of time. Do they do January IPOs? I don't see why not. Well, I know, but I don't call a lot. Like March or the honest answer is I don't know. That's a lot of pent up. That could really be bad, especially the stock market blows, which you know, a lot of the stock people feel like they're calling for these slowdowns in order to catch up, right? Like that it's all a faint versus I think they've got a I just going public in the midst of insecurity about a mass extinction event. Yeah, I agree. It feels I mean, let me put it this way. You know what I'm really excited. I'm really excited to read a section in the S one called risk risk. I mean, how are they going to how are they going to outline this risk? Well, the thing is both Altman and Amote have so much I've just been digging into stuff from 10 years ago, because I said on the stage of Atlantic this week is it the Atlantic conference, which was an excellent conference, by the way, that like I was at dinner parties where they were all saying these things like very clearly like I was like, I don't know why this this young researcher suddenly got to everyone, but these guys were saying it and then I went and found a lot of their early writings and it literally says probably it'll kill us. This is how much it'll kill us. The thing will probably die from is this like they have so much history of this that it's really, you know, I just want to make sure I was I mean, I remember these dinner parties, but at the time it was speculative, right? And now they I guess they're seeing some proof whether it's Google jumping out of the sandbox or them jumping out of the sandbox. They haven't yet gotten to a missile silo, but it's only five minutes so that. So it'll be interesting. So so you think it's going to push till next it will be that big will be there will be a lot of demand for this. Oh God. Yes. I mean, I keep hearing the numbers are doubling every month and I'm going back to this big you'll buy it. If I could get on the IPO, I would buy it and then flip it on the first trade. Yep. It's a buy flip it is with no doubt. I mean, this is going to be this will be the most anticipated IPO and history more and so, but just going back to the metaphor or the analogy used around cooperation and IPO requires a cooperation of of hundreds if not thousands of entities in in people and trying to trying to be trying trying to be the first IPO while claiming the moral high ground. I know. Well, saying you might kill everybody. Yeah. It's complicated. Yeah. Anthropic doesn't need doesn't want to be first. It just needs. It's just it's just that going first also happens to serve the safety narrative and the balance sheet at the same time nature doesn't yeah nature nature doesn't ask the coral and the fish if they love each other. But there's going to have to be some sort of cooperation in detente and reasonable sense of safety as arbitrated I would think by regulator by regulate they they should have they shouldn't have the stupid AI force. There should be significant regulation. They should back it. You know, they're always worried about it in a way they this would help them. You're absolutely right. By the way, I had heard from someone that they didn't think that open AI would go out at all, which was interesting. That's another topic. All right, Scott, let's go on a quick break. We come back with Chinese president Xi coming to the US. American automakers have a warning for Donald Trump. Support for the show comes from Atio. There are sales teams out there who never seem to stop moving. 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That's granola.ai/pivot to get your time back. Go to granola.ai/pivot and try it on your next call. Support for this show comes from Quince. Do you have a favorite thing in your closet? The thing you look forward to breaking out every year? Maybe it's your favorite sweater. The jeans that go with everything or the bag that goes wherever you do. Those are the pieces that earn a permanent place in your wardrobe and that's exactly what Quince does so well. Quince makes elevated everyday essentials using premium materials like Mongolian cashmere, organic cotton, and washable silk. The designs are timeless, thoughtfully crafted, and made to be worn again and again. It's also affordable to all of their items are priced 50 to 80% less than similar brands, plus they work directly with top factories cutting out the middlemen. That way you're only paying for exceptional quality and not brand markup. I just got a set of not clothes, but Quince sheets. I was very surprised how soft they were. They're made of organic cotton. They feel expensive and they aren't and that's what I liked about them. No scratchiness. I slept like a baby in them and I was really happy and I'm going to buy more sets because they're some of the best sheets I have slept on. Find the fall pieces. You'll reach for most of Quince. Download the Quince app for app exclusive offers. You go to quince.com/pivot. Get free shipping on your order and 365 day returns now available in Canada and the UK too. That's q-u-i-n-c-e.com/pivot. Scott, we're back. As Donald Trump gets ready to meet with Chinese President Xi Jinping in DC this week, a coalition of automakers and dealers is asking him to keep Chinese cars out of the country. That's a damn shame because they're adorable. The group urged Trump in a letter to keep the door firmly shut to Chinese automakers raising concerns about job loss and national security. They should be concerned again. These models are fantastic. Trump recently said he'd be open to Chinese companies building cars here as long as they hire American workers, which they've done many foreign countries have done before. One more wrinkles. Xi is expected to bring a group of Chinese business leaders with them to the US and might include the founder of Chinese EV giant BYD. Of course he would. Thoughts about this? What do you think is going to happen here? I don't think there's going to be a discussion of AI safety as my guess or it's not going to be a significant one. Yeah, I think it'll be more focused on claiming stupid shit like I've got more tariffs and we're going to give people 5,000 bucks. back. Like Detroit wants a summit's diplomatic operation, right? They want some sort of a stable true for they want protection. And asking she to show up as a Bonobo and negotiate as a chimp, so to speak, I don't. Like I hate to say this. I when I was in a BYD in in Brazil, they're everywhere. And I got in and I thought, oh, this is a model wire, whatever it says, no, it's a BYD. And I said, how much is it? And he said he figured out it was like 14 or $16,000. And my we're fucked. And just as we thought the same thing when I saw them when my my first big consulting, this is the best engagement in the world. When I was right out of business school, I met a guy named Warren Helman and he said, I've got a great assignment for you. I want you to come to every Levi Strauss and company board meeting. I don't want you to sit next to anybody. I don't want you to talk to anybody. I want to hear your listen for days. And then I want you to stand up and tell us exactly what you think. I was 27. Wow. This was the this was the best consulting engagement in history. That's why you're the way that you are. That's why I'm the way that I am. Anyways, I remember this we're in Singapore and they were having this big debate about continuing to manufacture Levi's in the South. And I said, okay, all this is a transfer of wealth from your shareholders to the good people in those factories. But I said, I know how the story ends in 10 years, you're not going to be manufacturing denim in the United States because you will eventually opt for shareholder value and reinvest in places with higher paid jobs and grow your company. I for the first time I'm beginning to believe that American cars are Levi's. I don't know if we're going to be manufacturing them in 20 years because when I look at cars coming out of China and the they have cars now that can go 600 miles without a charge are zero to 60 in two and a half seconds. All manner of gigas on them that are fun like all manner of fun features cost $40,000 and there's some that are there's six and 7,000. Remember I bought my I don't know what your first car cost but I had a Honda Civic for $6,000. I've something like that. Oh god, I've had so many bad cars. I had a Volkswagen rabbit. Then I had a Renault LeCard and I had a Chevy chevelled brand. I had a rad day convertible. Then I had a BMW 318i. You moved up. I kept going up and up and up. Anyways, but my last car was a Range Rover. 120 grand. It's a cooler brand than what they're producing in China, but China is effectively making a better SUV for 40 grand and I just don't think we can compete. Yeah. So what should do happen at the summit? Like there's not going to be any AI stuff. I doubt it. I don't think it's within his ability unless he's going to get a gimme. I don't know. I can just hope that the political move they could restore if they were truly focused on what would be best for them. America and quite frankly in the midterms would be to announce have somebody on the administration who smarts say we have been negotiating behind the scenes for several months on AI and we've come to an understanding on the following important things around weapons around privacy around here. Here's what AI is at the end of the day. Good AI. A small rural hospital in Alabama can incorporate the same AI best practices or best practices using AI to reduce sepsis as they're doing at the University of California San Francisco, which is the best hospital in the world. It levels up. It can help. It can help people treat. Level up. Level up. It's a leveler up. Like whether you're in Lagos Lagos or in LaZon, Switzerland, this is an opportunity to bring middle powers up. That's the good AI. The bad fucking AI is that right now only nine nations can produce a nuclear bomb. We might be at 149 nations in six months. That's the bad AI. It's a leveler for good intentions. There are cybercrime organizations of two 300 people. There's a feeling with AI. You can start the same cybercrime organization with one person now. Right. Yeah. Unless we get together and cooperate specifically with China, you're going to see a leveling up in very bad ways. These guys, I mean, this is basically the equivalent of a cybercrime organization, which supposedly is costing the global economy trillions of dollars. It's about to go from two or three hundred people in Russia or Ukraine to one person with a cloud pro subscription. These guys getting together and saying we are starting the most effective transparent, multilateral enforcement and regulator agency. We don't want our kids killing themselves. There are chances of this. This is the opportunity for a Democrat. We're going to go the other way. We're going to create a free trading zone, a non-tariff zone, cooperation around military and AI, the likes of which you have never seen. We're going to unlock so much fucking economic growth and reduce the existential risk here because democracies and China, which deserves a seat at the table because whether you like it or not, they're number two and they have brought 500 million people out of poverty. We are going to, on a different level, cooperate with them, but we're going to create an indomitable entity of democracies and capitalist societies around economics. They were resulted in massive deflation, prosperity, shared best practices, forced people to respect their borders. China's not invading anybody. That level is, but you know what? It's really important to keep Caitlin Collins out of the White House. That should be our focus, okay? Because she never smiles. All right, it's got one more quick break. We'll be back for wins and fails. Go to klaviyo.com/bestfriends. Running a business shouldn't feel like surviving a software group project, one after accounting another for inventory, another for sales, and somehow none of them talk to each other. That's where auto comes in and all in one business management software that brings every part of your business together. From sales and accounting to inventory and marketing, all in one powerful platform, no messy integrations, no bouncing between tabs and best of all, no spreadsheets. Stop managing software and start managing your business with one unified system. Try for free today at odu.com/vox. That's odl.com/vox. We're in the AI era where agents access data, use tools, make decisions, and automate work across the enterprise. CrowdStrike AI detection in response helps organizations detect, investigate, and respond to threats targeting and originating from AI systems so companies can innovate faster while securing the AI era. CrowdStrike. We secure AI. We stop reaches. Okay, it's got wins and fails. I'm going to go first. I have a number of sales. I'm going to do them all at once. I have one win. I know people have issues with the New York Times, all my inner issues, but what an amazing media organization. Congratulations on your birthday. And thank you for letting me hear Janelle Monet up close. That was really cool. And it was a really fun party. So congratulations. That's my win. The fails are so many. I don't know where to count. First, why did Amazon cancel, ride or die with Hannah Wadingham and Octavius Spencer? It was their number one show. Someone buy it. Apple, I don't care. It's such a good show. And it was like ladies with guns or my favorite thing. That was a fail. Another fail was obviously all the quizzlings that went along with Trump on the first amendment stuff. You know, you better like the first amendment because it's coming for you if you don't protect it. That's the number one amendment. You should protect it above all things of the many rights we have. It's one of the, that first amendment with lots of stuff in there is the most important of all of them. And the last one is this insane fucking, I live in Washington. I'm getting a little sick of this president. Trump, you're making a mess of everything, but you're planned 250 foot triumphal arch that is going to be on my way to the airport, which I already have to see your big ass golden horses, which is irritating enough. Well, now double as a military complex because nothing says democracy like housing drones, snipers and large amounts of ammunition in your monuments. I just don't know what to say. This is insane if we let him build this. I hope we stop them. Same thing with the Kennedy Center. There was a lot of people. Just the whole manner of things is just a massive bail here. And so I just, I don't know what to say about it, but I hope there's enough legal moves to stop them from doing all of this matter of things because it really is, again, work in my last nerve. I have two wins in a fail. My first win is New York. I spent the entire weekend here. I did my favorite thing, roamed around Jackson. I freed a bot t-shirts at James purse sunglasses, a worthy parker shoes it on. Went to Blank Street coffee and mocked all the, all the gen zers or whoever they're caught waiting in line two hours for for for yogurt at this weird place called Mimi's. New York or nowhere has a line of an hour. I'm Tonya Cara. You don't recognize you're in a golden age when you're in it. This is a golden age in you. Really packed. I was there too. Packed. Crazy packed. Everywhere. Last year, last year, 65 million people visited New York, 80 billion in economic activity. It supports 400,000 jobs. It used to be 54% of New York's economy. Now it's [BLANK_AUDIO] 60%. We've created 1 million jobs since COVID. There's always an asterisk. Most of those jobs are health care. So most of the jobs are looking after old people. But wow, has this, I went to Sartianos. I went to, as usual, zero bondage, shame, margo. Everything is packed. Everyone is friendly. No one's at home planning the extinction of the human species. People are not at home gambling on whether the fed raises interest rates. Neighborhoods that are usually quieter down near the memorial. I was down there. Tons of people, not just festival, San Geronimo, what the fuck it is? I went there and I bought baked oysters. I mean, they're fried oysters. Oh, the city. The city, the Disneyland of democracy and capitalism right now is New York. And it is powerful. He's Trump is visiting his best friend. It's got lots of fucking loolies to do with nothing with Mondays. No, I know it doesn't, but I'm just saying he gets a credit. He'll get the credit. Well, okay, fine. But if you were going to, if you were going to credit anybody would be Eric Adams. And after mum, Don, he's out of off. Anyway, there's a lag period in government. That's my whole point. Fine. He's saving me a credit. But he's I agree. He will get the credit. And knew my point is New York is just on fire right now. And the bad news is our inflation is 4.6% versus 3.4. It's sort of a metaphor for America. And that is if you're the right place at the right time, you are just killing it. If you're the kind of person that shows up for jury duty, you're rents going up too much and you're incurring inflation. But anyways, it always has to be an asterisk. My second win, I stumbled on what I think is the coolest nonprofit in the world. And I DMed him and I haven't heard back. And there's some virtue signaling here, but I'm going to do it anyways. I have finally found the nonprofit that I was born to support. It's called giving words and it's a Virginia nonprofit organization that fixes up donated use cars and then gives them away to single mothers. And one of the biggest barriers to economic independence for single mothers is they can't afford to get to job interviews. It takes them. They have to take public transportation in rural rural areas. There is no public transportation. It is a huge barrier to economic independence. This isn't one 800 cars for kids, right? That song. It's not this that one. No, this is not that. This is not that. This is this is Edie Brown, the this husband and wife Edie Brown and Jenny established the charity in 2018 after identifying reliable transportation as a critical obstacle for single mothers trying to access employment education and health care. This is you're going to love this. They partner with the local high schools and the organization partners with the Automative Technology Program at Louise at Louisa County High School in Mineral Virginia where students gains hands-on vocational experience preparing the donated vehicles. And they've refurbished and donated more than 60 free vehicles to families and needs. So Edie and Jenny reach out to me. I'd like to be supportive. But this is about single moms. It's about economic opportunity. It's about teaching young men vocational skills. I just I read this and I thought. I was designed for Scott. I'm like, I wish I thought of this. I wish I thought of this. Anyways, my second win. And I'm serious. Edie and Jenny reach out to me. If you Google me, you get way too much information. It can reach out to me. But my loss or my fail is there's all this scuttle button reporting about democratic elders trying to talk vice president Harris out of running for president. Vice president Harris outstanding senator. I think she'd been outstanding justice. I thought she was a lousy presidential candidate. She didn't make it even to Iowa in 2020. I thought she was given a raw deal in 2024. And I will give her this. I thought she had one of the most outstanding political performances of the last 50 years in her debate with Donald Trump. I can't imagine the pressure on her. I do not think she's a good candidate. The poll sure is number one right now. I think that's mostly name recognition. The majority of people who take those polls just say, Oh, I've heard of her. And I've heard of that handsome guy in California. I don't think she will make it very far this time. But let her cook. That's correct. Thank you, Scott. I thought you'd say, yeah, that's a good idea. I hate when elders visit people. I hate it. When the democratic of the Republic machine pick a candidate or try to get Bernie out or say McCain, you're the right person. It never works. Let me give you who the people polling number one were in the Republican presidential elections at this moment. At this moment, polling number one was Rudy Giuliani. At this moment, polling number one was Hermann Cain. At this moment, polling number one was, Oh, this is my favorite Fred Thompson from law and order. He was actually polling number one. The Democrat, the full body contact violence of the primary process, not only services the right person, but for the right person for the moment. Nobody thought Nixon had any business running for president again, again, and again, and he won. So while I personally don't think vice president Harris would make a good president, let her cook. If she wants her president, she might, she doesn't make the candidate, right? Oh, no. And guess what? Well, you kidding? It's such a flow fucking bar at this point. The primary process is like Navy SEALS training. It produces a fucking warrior when you let it run. Grace got gal way. I love that. I thought you'd say go with the elders and the Democratic party, Democratic party elders don't have a great track record. Do you know who's at that party? Chuck Schumer. He actually looked good. He looks good for a hundred thirty one. He looks great. He looked good. I would agree with you. He's got his the weed. He's going and they only the only thing the Democratic elders should be doing right now is saying, how can I help? Have out it. Also, I'm going to select a retirement community now and move along. Anyway, we want to hear from you. Send us your questions about business tech or whatever's on your mind. Go to nymag.com/pivot to submit a question for the show or call 85551 Pivot. Okay, that is the show. What a good show this has been. Thanks for listening to pivot and be sure to like and subscribe to our YouTube channel. We'll be back on Friday. Hey, Stephanie Rowling, Rachel Maddow. See you soon. That means today's show was produced by Larry Neiman, Zoe Marcus Taylor Griffin and Todd Weisman, Kate Gallagher and Brad Sylvester. Fact check this episode. We'll see. And Ernie and her Todd engineered it. Thanks also to your bros, me and Severio and Dan Shalon and Nishat Krua's box meetings executive producer podcast. Make sure to follow pivot on your favorite podcast platform. Thank you for listening to pivot from Box Media. We'll be back later this week for another breakdown of all things tech and business governors, representatives, senators, former presidential candidates, business people, let them cook. Have at it. Will we get to decide? Running a business shouldn't feel like surviving a software group project, one app for accounting another for inventory another for sales and somehow none of them talk to each other. That's where Oda comes in, an all-in-one business management software that brings every part of your business together. From sales and accounting to inventory and marketing, all-in-one powerful platform. No messy integrations, no bouncing between tabs and best of all, no spreadsheets. Try for free today at odoo.com/box. That's odoo.com/box. We're an AI era where agents access data, use tools, make decisions and automate work across the enterprise. CrowdStrike AI detection in response helps organizations detect, investigate and respond to threats targeting and originating from AI systems so companies can innovate faster while securing the AI era. Learn more at CrowdStrike.com/box. We're CrowdStrike. We secure AI. We stop breaches.