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Pivot

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos

10 Feb 2026

Transcription

Chapter 1: What are the highlights of the Super Bowl ads discussed?

0.757 - 19.198 Scott Galloway

Support for the show comes from CoreWeave. Everywhere you look, AI is expanding what we thought was possible. And at the center of it all is CoreWeave. Medical research and diagnosis, education, complex visual effects for movies, science and technology breakthroughs. CoreWeave powers AI pioneers around the world with purpose-built tech, building what's never been built before.

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19.418 - 29.43 Scott Galloway

CoreWeave Cloud is the essential cloud for AI, ready for anything, ready for AI. To learn more about how CoreWeave powers the world's best AI, go to coreweave.com slash ready for anything.

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33.308 - 46.072 Kara Swisher

Jeff Bezos, let me speak to you directly. I don't like you. You don't like me. So what? Hi, everyone. This is Pivot from New York Magazine and the Vox Media Podcast Network. I'm Kara Swisher.

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46.473 - 47.355 Scott Galloway

And I'm Scott Galloway.

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47.575 - 48.617 Kara Swisher

Go Seahawks!

50.183 - 51.344 Scott Galloway

You like the Seahawks?

51.364 - 73.592 Kara Swisher

I like Jody Allen, the owner. Sister of Paul Allen. I know her a tiny bit. I knew Paul, her brother who died, who was one of the Microsoft founders. Just a really cool lady. And I can't stand Robert Kraft. I think he's a terrible person. The whole Katz family was for the Patriots. It's only because they live there. Nobody likes Robert Kraft. So I was happy about that. I like the Seahawks.

73.741 - 89.195 Scott Galloway

Well, I'm happy you're happy. The thing that summarized how I feel about it was the Elmo account said, I hope both teams have a really fun time. That's about how much I care about the Super Bowl. And the other one was Elmo said, he's not a bad bunny. He's a good bunny.

89.215 - 101.807 Kara Swisher

He's a good bunny. That's how I feel. The MAGA lost its fucking mind. We'll get to that. But first, let's have a little bit of resistant unsubscribe. How's it going, Scott? You everywhere. You're like, you are like the village whores, they say.

Chapter 2: What are the economic trends emerging from the latest media discussions?

3149.196 - 3160.428 Scott Galloway

If the Ellisons get this thing at the price they're going to have to pay for it, and they're kind of ground zero for AI, do you know what's going to happen to the employees at these companies?

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3160.809 - 3161.97 Unknown

Yes, I do.

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3161.95 - 3183.122 Scott Galloway

Dad is going to say, all right, we've got to figure out a way to justify this cost. By the way, I am huge into compute and inference and I'm buddies with Sam Allman. I have no love for Bryan Cranston or these directors or these precious screenwriters or script writers at SpongeBob SquarePants. How can we use AI to take out 80 80%.

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3183.843 - 3187.207 Kara Swisher

That is their big calling card, even though I don't think they have any specifics.

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3187.227 - 3202.488 Scott Galloway

Hey, Riders Guild, AFTRA and SAG, do you realize literally the ass-fucking and not the good kind you are about to get if the Ellisons and AI have to justify the price that Zaslav has been able to get?

3202.568 - 3220.028 Kara Swisher

Larry's numbers are off rather significantly, too. He's lost billions and billions. He's way down. He doesn't have the extra money to spend, so they're really going to cut. They're really going to cut. Because this is a ridiculous extravagance for them. This is an extravagance. This is a yacht that they're buying. I would agree.

3220.228 - 3235.272 Kara Swisher

But on that topic, the FCC under, you know, village idiot Brendan Carr has launched a probe into The View. The FCC is investigating whether the show broke equal time rules for interviewing... Political candidates after the show interviewed Democratic Texas Senate candidate James Tallarico.

3236.434 - 3256.163 Kara Swisher

I think what the view should do is invite Brendan Carr on and have them eat him, all those ladies, because they would take him apart bit by bit. Another thing that's stupid, like just stupid, like what are you doing? This is not making the airwaves safer for anybody or better or more fair. This is just you playing politics for your next job, you dumbass.

3256.924 - 3259.187 Kara Swisher

All right, that's all I have to say about Brendan Carr. Your thoughts?

Chapter 3: What is the current state of the cryptocurrency market?

3487.749 - 3510.673 Kara Swisher

All right, we're going. Scott and I are riding our horses down there. All right, one more quick break. We'll be back for wins and fails. Okay, Scott, let's hear some wins and fails. I think I'll go first. Go for it. My fail, as always, Elon seems to be abandoning his plans to go to Mars.

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3510.733 - 3530.757 Kara Swisher

He posted over the weekend that SpaceX has shifted its priorities to build a self-growing city on the moon in order to get to Mars so that we can save the human race. This guy changes his tune so much. It's just like, oh my God, when are you going to stop believing this nonsense? He's done an amazing job with the things he's had here on Earth.

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3530.737 - 3552.812 Kara Swisher

But not compared to the lies he tells about what he's going to be doing in the future. But he's going to the moon, folks. So that's what he's doing. Again, sounds good. He should go. I think it's a great idea. The more Elon off the planet, the better. Sounds great. My win is I got Scott Galloway to watch Heated Rivalry. How'd you like it, Scott?

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3552.961 - 3572.64 Scott Galloway

I did it on edibles when I was jet lagged and I am rethinking everything, Cara. I'm absolutely rethinking everything. I thought it was, I thought it was wonderful. I really, um, it's just really well done. And I think it's important. I think young people need to have more sex.

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3573.616 - 3574.878 Unknown

There's a lot of sex in it.

3575.52 - 3577.864 Scott Galloway

Oh, my God. Crazy sex.

3577.884 - 3583.175 Kara Swisher

Well, sex is their way to get to intimacy. You do see that, right? That's how they move.

3583.195 - 3602.266 Scott Galloway

Well, dudes use sex for intimacy. Women use intimacy for... No, wait. Women use sex for intimacy. Men use intimacy for intimacy. I think this stuff is important. You know, I... Did some of it kind of shock me and like I immediately had to go to that lesbian series just to get my mojo back? Yeah, a little bit, a little bit. I'll tell you what was interesting.

3602.306 - 3607.573 Kara Swisher

I interviewed the creators. You should go listen to it. I saw that. They're Canadian, right? They're Canadians, yeah.

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