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Pivot

Davos Drama, DOGE's Social Security Scandal, and Netflix Goes All-Cash for Warner Bros

23 Jan 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

1.212 - 14.805 Unknown

Support for today's show comes from Zoom. Work isn't just meetings, it's calls, chat, docs, emails, events, and more. Zoom brings it all together in one platform so workflows and ideas move faster. Learn more at zoom.com slash podcast and Zoom ahead.

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20.27 - 22.712 Scott Galloway

By the way, you look fantastic, let me just say.

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22.772 - 27.957 Unknown

You know, unfortunately, Cara, my iPhone, when I opened it, still, the Apple Face ID still works.

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28.818 - 43.596 Scott Galloway

Mm-hmm. Hi, everyone. This is Pivot from New York Magazine and the Vox Media Podcast Network. I'm Kara Swisher, and I just scooped out my litter, and Scott is in swanky Switzerland. This is the state of our relationship.

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44.057 - 46.801 Unknown

I was with your first wife just a few minutes ago.

47.341 - 49.765 Scott Galloway

I heard she's swanning around there. How's it going?

49.778 - 53.782 Unknown

Yeah, one of my favorite things is this thing called She Knows.

54.382 - 55.543 Scott Galloway

Oh, female quotient.

55.723 - 59.407 Unknown

They invite me because they know dudes will show up and they like to have dudes at their stuff.

Chapter 2: What are the highlights from the recent Davos conference?

114.027 - 115.128 Unknown

I think you would hate it here.

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115.148 - 135.473 Scott Galloway

I do hate it here. Last time I was there with Megan when I was married to her. And like you, she got one of those weird global leaders of tomorrow's yesterday, whatever, the yonder young entrepreneurs. And this was a million years ago. And I went as a wife and I hated every fucking second of it. And I'm sure it's worse now.

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135.537 - 149.395 Unknown

You know what it is? It's the least sexy place in... It's the least sexy gathering in the world. It's like at the sex appeal of like a Marriott lobby. Yeah. It's just... It's just... It's rough here. It's...

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149.56 - 165.6 Scott Galloway

Give me an overview. Besides, let me just make a point. It's been 34 days since the deadline passed for the U.S. Justice Department to release the Epstein files. I just want to note that, just to add that in. But go ahead, tell me, what's the vibe in the place where they pretend things are normal?

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166.381 - 173.29 Unknown

Okay, so first off, the last time I was here was 1999. I was here 26 years ago. I don't know if you know this about me, but I peaked early.

173.85 - 175.112 Scott Galloway

Similar timeframe for me.

175.244 - 199.935 Unknown

Yeah, I was there 26 years ago. The vibe then was- Hopeful. It was about the Internet. America was about cooperation and consumerism. There was really optimism like I want more. It was very consumer, if you will. Now I'd say the vibe is one AI, everything's AI. I was one of these guys running around trying to pitch my startup Red Envelope or my e-commerce incubator to everybody.

200.616 - 214.292 Unknown

Now everyone's pitching everyone on AI startups. And the American brand, which is meant to be the operating system here, I think, is really about coercion and chaos right now. And the vibe- And arrogance.

214.453 - 215.575 Scott Galloway

Arrogance is what I'm detecting.

Chapter 3: How is DOGE mishandling Social Security data?

419.919 - 430.212 Unknown

He did away with the tariffs he threatened earlier in the week, so we come across. Taco. We just come across as just, we're a baby with an AR-15, is how we come across right now.

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430.698 - 439.661 Scott Galloway

So is it worth it for you to be there? You look like you wanted to get out and I needed to helicopter in and get you, but was it worth it? Is it worth it?

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439.922 - 458.619 Unknown

Well, so I'm name dropping. I said, no. And then Larry Fink called me and asked me to come and said, you know, he was very nice to me and said, this will be a good audience for you. I got to give it to him. This is, according to people who've been here for 30 years, the best of us yet in terms of the quality or the power, I would say, of the people. Elon Musk felt left out.

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458.659 - 482.261 Unknown

He's flying in this afternoon to give a speech. Heads of state, senators, the thing that embodied how powerful the people are, I literally saw Lindsey Graham walking around looking for someone to talk to. He looked lonely and he was trying to find someone to talk to him. So everyone's here. And by the way, you wanna hear serious vibe, serious juju, serious mojo, serious riz.

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482.281 - 503.401 Unknown

Fucking Governor Newsom is walking around like he is the next president. And guess what? Everyone believes him. He has an entourage of people. He has some, I'm not exaggerating, it's like there's light shining on the guy. He was, I walked down, I walked down, I had one of those, this was a nice moment for me. I have a big ego like everyone else.

503.762 - 524.084 Unknown

I walked down into the Congress Hall and there was a crowd of people around this guy. And no matter how big the crowd is, you see him like he's fucking Rihanna standing on Arnold Schwarzenegger's shoulders. He just, it's like God, he's like he's the chosen one. And then he stops and comes over, catches my eye, and he hugs me.

524.905 - 543.363 Unknown

I feel like one time this guy, the coolest guy in my junior high school, Andy Lauer, who I didn't think knew I was alive. I did a comedy sketch at the talent show on Laurel and Hardy. And he came up in a class and he's like, Gail, you're the funniest. And he high-fived me. And for a day, I was the most important person I'd ever met. Okay, okay. I'm so happy.

543.383 - 550.431 Unknown

It was like the cool kid high-fives you. Yeah. Anyways, came over, hugged me. Yeah, he told me. He texted me.

550.871 - 559.3 Scott Galloway

He texted me that he saw you. I'm just texting with everybody. I was like haranguing Mark Benioff. I'm just texting everybody there.

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