Scott Galloway

Support for Pivot comes from SimpliSafe. Every day we make countless decisions. What time we get up? What do we want to eat? Should I watch one more episode before I go to sleep? No matter what the decision is, you make it with the best intentions in mind. And that is part of the reason why so many people trust SimpliSafe.

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SimpliSafe can help put your mind at ease with their advanced security system monitoring your home. Their AI-powered cameras, backed by live professional monitoring agents, monitor your property and detect suspicious activity.

SimpliSafe can help put your mind at ease with their advanced security system monitoring your home. Their AI-powered cameras, backed by live professional monitoring agents, monitor your property and detect suspicious activity.

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If someone's lurking around or acting suspiciously, those agents see and talk to them in real time, activate spotlights, and even contact the police all before they have the chance to get inside your home. Traditional security systems only take action after someone has already broken in. That's too late. Simply Safe's active guard outdoor protection can help prevent break-ins before they happen.

If someone's lurking around or acting suspiciously, those agents see and talk to them in real time, activate spotlights, and even contact the police all before they have the chance to get inside your home. Traditional security systems only take action after someone has already broken in. That's too late. Simply Safe's active guard outdoor protection can help prevent break-ins before they happen.

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Plus, Simply Safe offers no long-term contracts or cancellation fees. Monitoring plans start at around $1 a day and a 60-day satisfaction guarantee or your money back. Visit simplysafe.com slash pivot to claim 50% off a new system with a professional monitoring plan and get your first month free. That's simplysafe.com slash pivot. There's no safe like Simply Safe.

Plus, Simply Safe offers no long-term contracts or cancellation fees. Monitoring plans start at around $1 a day and a 60-day satisfaction guarantee or your money back. Visit simplysafe.com slash pivot to claim 50% off a new system with a professional monitoring plan and get your first month free. That's simplysafe.com slash pivot. There's no safe like Simply Safe.

Well, the metaphor I use is that Google is big box, everything at the lowest price. But there's some decision calorie expenditure. You have to decide which of the 45 brands of peanut butter you want. Whereas... AI is specialty retail and says, we're not going to give you every answer, we're just going to give you the three best toasters or the one best, and that's specialty retail.

Well, the metaphor I use is that Google is big box, everything at the lowest price. But there's some decision calorie expenditure. You have to decide which of the 45 brands of peanut butter you want. Whereas... AI is specialty retail and says, we're not going to give you every answer, we're just going to give you the three best toasters or the one best, and that's specialty retail.

Well, the metaphor I use is that Google is big box, everything at the lowest price. But there's some decision calorie expenditure. You have to decide which of the 45 brands of peanut butter you want. Whereas... AI is specialty retail and says, we're not going to give you every answer, we're just going to give you the three best toasters or the one best, and that's specialty retail.

I think there's room for both, but specialty retail took market capitalization away from big box, and I think that's going to happen here. Having said that, I actually like the chat like interface with Google search. I use it, I find it's now at the top, they're integrating into the search and they're saying, look, if you want to go down the aisle and pick out which of the 100 toasters is fine,

I think there's room for both, but specialty retail took market capitalization away from big box, and I think that's going to happen here. Having said that, I actually like the chat like interface with Google search. I use it, I find it's now at the top, they're integrating into the search and they're saying, look, if you want to go down the aisle and pick out which of the 100 toasters is fine,

I think there's room for both, but specialty retail took market capitalization away from big box, and I think that's going to happen here. Having said that, I actually like the chat like interface with Google search. I use it, I find it's now at the top, they're integrating into the search and they're saying, look, if you want to go down the aisle and pick out which of the 100 toasters is fine,

but similar to what AI does, we're trying to at least start with what we think is the best toaster or the best answer. One of my predictions in October for 2025 was I called it the empire strikes back. I think Alphabet is about to strike back. I think still the largest concentration of IQ and even IQ related to AI is in fact at Alphabet. Also the scale they have is,

but similar to what AI does, we're trying to at least start with what we think is the best toaster or the best answer. One of my predictions in October for 2025 was I called it the empire strikes back. I think Alphabet is about to strike back. I think still the largest concentration of IQ and even IQ related to AI is in fact at Alphabet. Also the scale they have is,

but similar to what AI does, we're trying to at least start with what we think is the best toaster or the best answer. One of my predictions in October for 2025 was I called it the empire strikes back. I think Alphabet is about to strike back. I think still the largest concentration of IQ and even IQ related to AI is in fact at Alphabet. Also the scale they have is,

the scale they have, so just one piece of data here, there are 373 times more queries on Google than on OpenAI right now. Now granted, their search has declined, but I'd still think that Alphabet with their IP, their IQ, their capital, and the interface they have is still, I think it would be very dangerous to count Alphabet out.