Pivot
Pivot

Military Testosterone Screenings, Diarrhea Parasite Politics, and Data Center Debates

3h ago57:1211,622 words
0:000:00

Kara and Scott unpack the military’s new testosterone screening program, Trump’s election fraud obsession, and the growing food contamination outbreak. Then, they discuss OpenAI’s first AI device, IBM...

Transcript

EN

Support for the show comes from CoreWave.

Everywhere you look, AI is expanding what we thought was possible. And at the center of it all is CoreWave. Medical Research and Diagnosis, Education, Complex Visual Effects for Movies. Science and Technology Breakthroughs. CoreWave powers AI pioneers around the world with purpose-built tech,

building what's never been built before.

CoreWave is the essential cloud for AI, ready for anything, ready for AI.

To learn more about how CoreWave powers the world's best AI go to CoreWave.com/ReadyForAnything. I'm pretty confident talking into a mic. Hey, I'm doing it right now. But home projects, I second guess everything. Is that noise normal?

Is that water damage? And who should I even call? That's where thumbtack comes in. Upload a photo or voice note. And their AI powered search helps diagnose the issue and match you with the right top rated

local pro. Instead of second guessing or searching for hours, you get clarity. And can hire the right pro with confidence. For your next home project, try thumbtack. They know homes.

Higher the right pro today. Hi Ryan Reynolds here for Mint Mobile. Are you looking for a beach read this summer? May I suggest your big wireless bill? It's got suspense, mystery, and slightly flat.

Emotional arc and a shocking twist where you realize you've been overpaying the entire time. Fortunately though, Mint's story is better. Every plan $15 a month, even unlimited. That's it. Happy ending, zero tears. Give it a try at MintMobile.com/switch.

Up from payment of $45 for three months, $90 dollars for six months, $180 dollars for 12 month plan required, $15 per month equivalent to Texas and Psextra. Initial plan term only greater than 50 gigabytes me slow when it works as busy, C-Terms.

You need to appreciate government before you start shedding yourself.

Hi everyone, this is Pivot from New York Magazine and the Vox Media Podcast Network. I'm Kara Swisher. And I'm Scott Galloway. Hey Scott, are you recovering from the game? Oh, God, that was rough.

Was it? Oh my god. Yeah. I've got, like Argentina, I want to say Argentina is the better team, but they play the better game.

It was an amazing game. Congratulations to Team Argentina. What I would just say to Team England and the people surrounding that team, me and my boys got so much joy from watching Team England through this tournament, it was so much fun for us, it created so much additional connection.

I had such a great time, so not that anyone's going to hear this, but thank you Team England. It was wonderful. It was going to win now. It was going to be Argentina's Spain.

I say Spain. I think you're right. I think this kid you're all and you actually called this, you said you said the very beginning of the tournament you thought it was going to be Spain. I did an interview with smart people and I said Spain.

I'm going to the game on Sunday. Oh, yeah. Good. That'll be fun. This is this is the one place my total advocacy for drinking his paid off, you know,

who's taking me? Who? Aby and Beth. Oh, my God. They're like, that's the dude that likes alcohol, bring him.

Oh, my God. How do you get, why don't I get in the stages?

I pick the winner and then I never get invited to any game.

So, okay, so, but I have to, but I have to pay for my boys to go and buying tickets. It is. Come on. Raising expensive. They go to the final.

That's what that's money was spent for you, Scott gallery.

Anyway, Scott. I saw the Odyssey. Oh, what do you think? I loved it. It was great.

Really. Yeah. I went with Casey Newton after going. I was in San Francisco. I went to my son, where my son is working, which is he's working at a restaurant called

Boulevard. He's the Celidier. And we had dinner there. And then we went to see the Odyssey. I was thinking of you the whole time.

You know, it's interesting because, you know, Elon's against it, right? Because it's like. Give the shit. I think of the movie. I know, what does care?

Here's the thing. It is an anti-fascist movie. It's about, it's an anti-fascist movie, disguised as, of course, the Odyssey. But the way he's done it, he finally reveals himself at the end.

Matt Damon is amazing, Anne Hathaway, off the fucking charts.

There's very little CGI. And so it's real people. Like, so that's the thing. That's what's astonishing. Because you keep watching, you think for a minute, it's AI or CGI, and it's not.

Shirley's there is in it for five seconds. It's a clip. So, and it looks like an ad for Langthome, essentially. And it's a perishing math. Hey, it looks like you'll see what I'm talking about.

It's her outfit is fantastic. There's a lot of sort of stunt casting that I don't know if I preferred because they're not on very much. It's a distraction. I find those are something that's true.

Yeah, it is. It really is. My second favorite movie, Oppenheimer. My other one is Chris Nolan. I think literally perfect film.

Perfect film. It feels like that movie. I know that. I know that. Perfect film for me was Don Kirk, which is all the other.

There's elements of all the movies in this movie. There's a done Kirk like scene on the beach. You'll love it. You'll love it. It's going to make all the money.

It's going to deserve it.

And it's going to win all the Oscars, and it deserves it.

You should dress like Odysseus this Halloween.

That's my feeling. Really? Yeah, that's going to be great. Well, I consider it. Yeah, I think you'd be good.

You'd wear a wig and show off my musculos, that's what Halloween is for. Musculos. You can show off your mud and speaking of musculos, Scott. I'm going to start testing my co-host testosterone levels. I feel like I need to do that now.

Defense Secretary Pete Hegg says says the military will begin annual testosterone screenings

for service members age 30 or older with voluntary testing for younger troops.

Service members mount to have low testosterone will be offered voluntary hormone replacement therapy as part of a new program. I didn't know they did gender affirming care. I thought they were against that. Let's listen to a clip from this bizarre announcement.

This initiative, it's not about artificial enhancement. It's about restoring and optimizing your natural capabilities, protecting your longevity, and ensuring you have the biological foundation required to sustain the fight. Well, now we know he's on T. You know, let me let you run with this. You have to take it.

You take testosterone. If you have talked about it, why is he doing this explained, it makes a good case for our death.

Well, I mean, if part of health care coverage is like, I'm on testosterone because I think

it's good for my brain and my heart health.

And it makes quite frankly, it just makes me feel younger. Weird things like I don't have to pee as often. And my doctor said, we're not going to take you, you know, you know, I'm not using it to be a monster or more aggressive. I'm using it because I want to quite frankly, feel 45 again, and hormone replacement therapy

is something that I think, you know, under a doctor's supervision for men and women. Yeah, I take, I take women replacement. Yeah, I think it's, I think it can be a real value out under the supervision of a doctor. But this is just for formative, in my opinion, stupidity, young men don't have or a military and men don't have a testosterone problem.

We have a loneliness problem, young men are falling behind because they're a low-tutant testosterone. They're falling behind because they're low on purpose, education, work in relationships, and we're having trouble finding although actually recruitment is up this year. We're having trouble finding 70% of people, remember how joining the army used to be the

option of last resort, 70% of men that walk into a recruiting office right now for the armed services don't qualify because of obesity or mental health problems.

So if you want to, if you want a more lethal fighting force, we need to make more investments

in young men and it's not about pumping them full of testosterone. I know. So this is, this is just performative stupidity. He conflates this weird notion of masculinity and fitness and optics with or doing bad pull-ups.

Our military is headed towards asymmetric war, you know, who's going to have the best? You're going to have the most lethal fighting forces will be the ones that master AI, asymmetric drone capabilities, really good management ability to attract the best and brightest and have special forces of just out of fucking control, brave and smart and strong people. But those people in their 20s and they are soaked into testosterone.

That's correct. That's the whole thing. I was like, literally, you crane and the most recent conflicts of all shown with Iran against the United States has shown that might is not the actual winner here or large-ness or muscularness. It's something very different and, you know, testosterone can also, if it's taken wrong,

fuck you up, like beyond belief, correct? I mean, you have a doctor's care, but I know a lot of people who do this is off the shelf and problematic and cancer causing and everything else if you don't do it properly. Yeah, for the most part, I don't think young people, the average young person needs the following, nothing, they need relationships, they need a gym, they need the money to

have decent nutrition, you know, but some of the craze around peptides and enhancements, and I realize this is somewhat hypocritical, but as a 61-year-old male, that's really clinging to just trying to feel 45 again, I do think there's a difference, but it worries me this notion that young men, the peptide stacks and I think that stuff is borderline a little bit scary and your, your 25 or 35-year-old self is pretty fucking awesome on its own

as long as you do some very good sleep, good nutrition, gym 34 times a week, some practice to push your limits, you know, be strong, good fast, I agree. I can't tell you that like people tell me they're buying off the shelf peptides, I'm like, "Oh my God, I don't do any of that shit." Are you, I'm like, it comes from China, it's not, it's not how it's been tested, I hope

You like sepsis, like I just am like, "Oh my God," and it's not to say there ...

be, they shouldn't be doing all this research on peptides, by the way, GLP ones are a peptide,

but the way people are doing it, this just sort of brings it out, this ideal, let's jack

up our, let's steroid up our troops and make them insane, like, I don't know, just so unhealthy. Anyway, typical of PETHag Seth, because he's a stem as a box of hammers. Next one, Elon Musk likely broke Wisconsin law when he promised to hand out those million-dollar checks to voters in 2025, state Supreme Court election, which he lost, according to Liz

Concentre Election Commission, the bipartisan panel found probable cause that Elon violated a state law that makes it a crime to offer, personating a value to get them to vote. Now it's in the hands of Wisconsin D.A. to decide whether to pursue charges, I'm doubting they will, but honestly, when he did that, that was kind of so grotesque, he did it several different places across the country.

I suspect he'll do it again if he's not stopped, so I don't mind this moving forward in some fashion, but he's unchecked, I mean, the money he's put 90, I think, $90 million into elections right now, at this point just him, in the, for the midterms, and Ken Griffin, the whole bunch of people are just shoveling the money in the Supreme Court, the most recent decision just allowed them to shovel it even more.

Yeah, I think Ken Griffin is probably running for president by the way. Oh, really? So, say more as you like, well, he's taken a lot of public stands on politics and if

you're a billionaire, the key to happiness is to be anonymous and he's decided not to be

anonymous, which was just to me, he has political ambitions. Oh, interesting. Also, it's a smart guy, a lot of money, but, you know, he's been very, very vocal, but like the problem. So he's going for the Mark Cuban Slaw, except he's like, half is nice, like, kind of.

On the, there's a huge lane on the Republican side, everyone keeps talking about the Democratic, the Democratic primary is going to be a, is going to be a, a gladiator for you. Oh, because there's a lot of good people. Hands off. Hands him off.

Hands him off, soft. I'm having, do you see him in the Senate hearing? He's amazing. He looks like he can't do it. I think he's hot.

I can't believe it. I don't know. He's hot. You guys got total candidate vibes, total camel vibes. I'm having, I'm name dropping.

I'm having, uh, coffee with another potential presidential candidate, Senator Kelly from Arizona, who, you meet with, yeah, you want to talk about testosterone. Yeah. The guy flew a, a craft 30,000 miles an hour, uh, an hour, while also flying combat missions. He's a solid man.

He's a man. You know, he's a twin. You know, and he's, like, talk about someone who's been an outstanding husband. He's, anyways, he's a great role model for young men.

But look, I, the, the problem is an election interference in Wisconsin.

The problem is, we've essentially decided that money can run unfettered. And so what do we have in society? Most people would agree. The one percent has disproportionately benefited. It's not even the one percent.

It's the 0.01 percent. And the 0.01 percent right now is in a position because of citizens united and the most recent Supreme Court decision.

I, I told you, my conspiracy theory, which I think is just self-evident.

I believe that this phone call took place. President Trump is in any way you can lean on the SEC chair or the NASDAQ to let to include SpaceX right out of the gates and the NASDAQ 100. And as a result, you'll get, you know, retail investors will have the opportunity to invest. I'll have more demand.

And I see my net worth increasing of a small group of stocks and not a lot is out there. And so it put, it, it juices the stock. But go ahead. And millions of dollars that have to all be allocated to one of one hundred stocks based on the market cap, which creates unbelievable demand.

And what, that isn't, that has never been there for, that has never been there for a new

issuance in history. So President Trump, if I, my net worth goes up $120 billion because of smart move on your part, I don't see any reason why I wouldn't put one to $10 billion into the midterms. And these elections are one or loss by two or three percentage points. You're telling me a billion dollars, can't get you another couple points in Maine.

I mean, or wherever it is, so they didn't win and Wisconsin, he spent 25 million dollars there. Well, that's the silver lining here is that money seems to have some effect. Money, the ROI on money is going down. It used to be that 95% plus of the people who raised the most money one because it was

largely based on a currency. And the television buys and this one. That Tom Stier spent a quarter of a billion dollars to come in fourth or something in California. So that's a good news, but still, it goes back to the same thing. The problem isn't, people, it's the problem isn't people with billions of dollars.

The problem is if you can directly connect it to undermining our democracy, you have unalected

people deciding who's going to be president. So anyways, I think we need, one case isn't going to move the needle.

I like that they're doing it though, because that was, at the time, I was lik...

stop this? This is insane. You're buying votes. It's so buying votes.

It was like, you know, it just seemed like ridiculous that that was so explicitly bad.

I hope I hope they pursue it. But speaking of election interference, which is going to be a lot, or according to President Trump's working as hard as doing interfere with the election, he's going to do a prime time address the nation where he will discuss, quote, "free and fair elections and other topics."

For me, as one adviser put it, should never use the word "poperary."

Alligations about China, meddling in the US election, will probably come up and some reports suggest you'll once again push claims of election fraud in Georgia, speaking of John Oshoff. Let's listen to what Oshoff had to say during an appearance on MSNow. There's talk that he might try to declare, me and Rafael Warnock, illegitimate senators.

Obviously, the president has no power to do that, but he does have the power to try to intimidate people. He's demonstrated his will to abuse power. I expect him to use whatever he puts out there on Thursday as a pretext, either for some attempted unconstitutional use of federal power to interfere in the election, or to give

his proxies and loyalists in state and local jurisdictions some cover for whatever they

might attempt or delay the groundwork for challenging the result.

So, there it is, and it's really interesting, especially because his like handmaidens to seditions like senators sent the alums or homes with hummus, dumbness. I don't know if they were properly elected, like they are, they follow along, and Trump also removed all three sitting members of the bipartisan US election assistance commission a group that oversees the testing of voting systems.

It's all over the place. This is something ban and they see ban and it's talked about. There's all a manner of attempts, possibly using ice, et cetera, et cetera, et cetera. Thoughts on this besides the handsomeness of John Osso. You can't have a democracy when one of the two parties except in speech as I was

the following. We won, or it was rigged. You just, and election interference, the good news is that essentially affordability, which right now, the Democrats are seen as better on, is dominating in Gallup polls, what people are concerned about.

Only 2% of voters believe America's biggest province election reform. So, but at the same time, I also read 60% of Republicans think the 2014 election was rigged. I mean, this is just so bad for America, because when you repeat a lie, this is straight out of the GRU. When you repeat a lie over and over, it becomes less outrageous, then it becomes normalized,

then it becomes self-evident. Correct. Yeah. And our media, they just have a responsibility. I was just so, I met, I forgot to say I'm a guy interviewing to be the head of our intelligence

service. I met him. Played jiggly. Yeah. I met him at a conference.

I spent a little bit of time with him, reasonable, smart, impressive man. Say that Biden won the 2020 election. Yeah, he can't, he actually can't do it. And because he then, his nomination, we pulled by Trump and it's like, okay, at some point, at some point, these men have to be men and say, my kids are going to think I'm a coward.

I, I just, it's like, you don't think that video is going to be playback over and over

and over and over in your kids' third grade civics class.

Rest of his life. Rest of your life. It's like, yeah.

And by the way, maybe the nomination gets pulled, but don't you want to be that dude?

Don't you want to be the guy that said, of course he was elected, yes. And then have Trump, and then have Trump pulling your nomination and be a fucking hero. I know, you know, with all people, Thomas Massey was like, um, we have the house, the Senate, the presidency, and pay period much of the Supreme Court, and we're called saying the election.

Elections were rigged. Right. Like, wow. Keep rigging him. Like, it was, it's ridiculous.

I mean, the fact, I mean, one of the things, it's just ridiculous. It's, it's an astonishing repetition of lies. Those two, there was two hearings. It wasn't just him. It was also the, um, attorney general.

Can't say it. They can't say it to Biden was certified president. That's all they'll say, which is not the same thing. I mean, that, the fact that they can't say it, and that's happened several times with cabinet members is really something else.

It really is. And, and as, as if they live in Putin's Russia, and they do for the Republican Party, where if they say the wrong thing, they, they get, like, thrown out a window, essentially. And this is a, not a, not a real throw out of window, but a sort of version of it, a political version of it.

There has never been a testosterone therapy, like a Republican losing an election.

Well, we'll see. We'll see. Oh, you think, tell.

Okay, listen, John Corne and they're going to push back on Glenn.

Bookwood truth tellers.

These guys are once they lose their election, and they have only six more months.

I'm waiting to see if they vote against top lunch. I don't think they will. I mean, it's personal lawyer. Yeah, I'm a slayer. I'm a slayer.

I mean, I was a slayer. I mean, I don't know what I mean. You know, I don't think they're going to, I think they're going to vote for, and they're going to let it out of committee. I just don't, I, I don't think they still can't sack up.

New late Tom, sack up Tom, sack up Tom, take some testosterone if you need to.

It takes a bar. There you go. He, we can't stand. He can't stand. That whole thing.

You're right.

When do they, when do they stand up on stuff like this?

And it's like what Adam's shift said to Todd Blanche, what happened to you? He used to be, he used to be a person of quality, and it's really interesting. Anyway, we'll see what happens. And I'm not, are you watching this beach tonight? Oh, I, I, I could care less, I don't care less, I mean, you know what?

I will watch it. I'll just watch it on one of three social media platforms that will give me the two or three clips. Calstery is now saying there's a 45% chance of Democrats take both the Senate and house at the midterms.

Yeah, both. Anyway, that's still 45, let me just say, I'm going to go back because this is the same thing that's repeating it a lie that you just said, the reflecting pool. This is the kind of thing, the lie, the lie, the lie, the lie, the lie, and then everyone. And by the way, the media repeated it.

We should have, like, just now the reporting is in and I got it, I got a commensan and we did a very tough report on it, just like stop repeating his lies. And tonight, if you, if you all repeat his lies, you're as complicit in this, in what's happening here.

You have to say, this is not true, this is not true, and not even entertain it in some

level. You can report on it, but you don't have to entertain it the way they, as if it's an equal thing, I just, that to me is really what really drives me crazy. Anyway, let's go on a quick break. We come back.

Things are going to get explosive and not in a good way. Support for the show comes from NPR. In social media bad for your mental health, are we spending too much on other people's weddings? Why is heteropesimism trending?

If the culture is asking it, NPR's, it's been a minute podcast is talking about it. It's been a minute stands for your right to be curious, one big question at a time. Four days a week, post-britney loose breaks down the ideas, trends, and conversation shaping the culture. She goes beyond the obvious text, talking with creators, critics, and cultural voices

who help you see things differently. You'll hear dialogues with both up and commerce and cultural icons. I love NPR, I've been listening to it for my entire life, they do a great job, you know, try to hit it straight down the middle, fantastic production values. It's been a minute, no cultural trends don't happen by accident.

It's not just what's trending, it's why it's trending, and what that says about us. Brittany and her gassed into the latest means to unpack how they got into your feed in

the first place and why they're stealing our attention.

These are the conversations you want to have and the ones you'll be bringing up later. Follow NPR's, it's been a minute podcast and indulge your cultural curiosity. Support for the show comes from Mint Mobile. The worksheet has too many negative connotations, so let's try a different word, affordable. With Mint Mobile, they offer you wireless plans to provide high-speed data and reliable coverage

on the T-Mobile 5G network, all of which are affordable. Mint Mobile took what's wrong with wireless and made it right with premium wireless for 15 bucks a month. All plans come with high-speed data on the limited talk and text delivered on the nation's largest 5G network.

You can even bring your current phone and your number, choose from 3, 6 or 12 month plans and say goodbye to a monthly bill. Ditch over-priced wireless with Mint Mobile, it's so easy, sign up online and get 3 months of premium wireless for just 15 bucks a month. To get your new wireless plan for just 15 bucks a month, go to MintMobile.com/pivot.

That's MintMobile.com/pivot. Cut your wireless bill to 15 bucks a month at MintMobile.com/pivot, that's it, there's no catch. Up prop payment of $45 for 3 months, $90 for 6 months and $180 for 12 months, plan required $15 per month equivalent, taxes and fees extra, initial plan term only. Greater than 50 gigabytes may slow when the network is busy, it includes up to a 20 gigabyte

hot spot, capable device required, availability speed and coverage varies, see MintMobile.com. For for the show comes from that throw-up pick. Producing a show like this one requires a lot of research and it's not it was obvious

which thread you need to pull to unravel a story, but that's the kind of complex question

that Claude was built to solve. Claude is the AI for minds that don't stop the good enough, it's a collaborator that actually understands your entire workflow and thinks with you, whether your debugging code at midnight or strategizing your next business move, Claude extends your thinking to tackle the problems that matter.

Deep research is one of the areas where Claude excels, think comprehensive re...

with the proper citations, turning hours of research into minutes.

It can suggest connections, across sources, and suggest unexpected avenues to explore plus. You can connect Claude to your professional tools and it can help streamline your administrative

task so that you have more time for the important stuff.

Companies including Stripe, Shopify, and Pfizer, trust anthropic with the rollout of AI. In their businesses, for problems we're solving, get started with Claude, Claude.ai/pivot and check out Claude Pro, which includes access to all of the features mentioned in today's episode, Claude.ai/pivot.

This is not in the script, but I use Claude, I use Claude co-work, and I have enabled or activated my email, such that it can go through my emails and answer questions. And I found that to be one of the biggest unlocks in terms of productivity and utility in my professional life.

Scott, we're back, and never has diarrhea been so political, not let me pronounce

this right. A cyclist spora outbreak has now spread to 34 states, it's a parasite that contaminates fresh produce and causes severe watery diarrhea with frequent and sometimes explosive bowel movements according to the CDC. Officials are still investigating the source, missing officials say the evidence points to

lettuce or salad greens, federal and state officials are also looking into whether or Taco Bell restaurants play the role, this is so ridiculous, blaming Taco Bell for this. And making things more difficult, the CDC, of course, scaled back the country's comprehensive system for tracking foodborne illness outbreaks last summer. Thank you, RFK, that's your fault, they cut these things, states can report cases through

other systems, but experts say the cuts created blind spots, making outbreaks harder to track, just ridiculous, these people made the cuts, and this is the result, everyone's having diarrhea, it's the fact that diarrhea is the brand for the Republican party, like bringing a diarrhea measles and possibly polio is, and Ebola is really quite something. I just, I don't know, I like lettuce and now I'm like nervous about eating it, it's crazy.

The memes are amazing, let's go through a few of them, someone on X posted, I found an

explosive diarrhea parasite with a picture of Steven Miller, also first Mitch McConnell and now cyclospor, a big week for evil vegetables, and maybe explosive diarrhea will

finally be the thing that brings both sides together, thoughts on explosive diarrhea?

Yeah, I don't know, I, I was feeling really good, I had the best, you know, it's coming. I had the best bowel movement I've had in years the other night, and then I realized I was still in bed. Look, I don't, you know, all of these things, whether it's testosterone. Yeah, like the CDC, we need, we need thoughtful people, it this goes back to the same thing, this is true of Democrats and Republicans, we've taken for granted how many

competent people work for the government, and that you need a diplomatic core that can say this memo of understanding doesn't mean fucking anything, and we need to do hard work of diplomacy here. We need, we need talented medical professionals in the CDC to go, this is a risk, these are the preventive steps we need to take, who have the support of the White House and are, you know, trying to figure out ways to undermine, you know, vaccines. So for every,

like, for every one dollar invested in public health preparedness, you get multiple dollars and avoidance of health care costs and productivity losses. Foodborne illnesses are already cost of U.S. tens of billions annually. You don't notice these things when the CDC is working, you only notice it when someone is shitting themselves. They're small outbreaks, they're small outbreaks as opposed to these enormous, okay, but America, you know, and this is true of

Democrats and Republicans, you need to appreciate government before you start shitting yourself. But in this case, this was the Republican's cutting these programs that have been plugged. I agreed elected by an American populace. Correct, that's correct, that's absolutely correct, but I don't think we voted, I don't think even those people voted. We didn't vote for Diarrhea. Right, nobody voted for Diarrhea. And you would assume that this is the kind of stuff, you know,

the fact that they go for this stuff is really interesting to me, I'm like, that seems like a real, like, I don't know. It's so, it's such a short-sighted, it's just dumb. Let's stop the tracking of foodborne illnesses. Who made that decision? I want to be in that room, like who said, yeah,

that's what we're going to cut, because that's something that is important, like salmonella or

something like that. I don't know, it's a really, I think it is all needed together. And again, back to the reflecting pool, it's like those were no bid contracts, back to all the no bid contracts all over the place where you have shotty work or shotty this or shotty that.

Then, in this case, it's Diarrhea.

lettuce makers. You know, people who sell lettuce, grocery stores, they're all the implications, everyone's eating chocolate chip cookies, they get fat or whatever. Let me ask your question. As a marking person, how would you sell this as a Democrat? Is it worthwhile to

make uses in the election? Yeah, you know, bombs, diarrhea, and inflation. That word is so powerful

that I would probably couch it in America's health being ignored, which drives up costs. So you can't afford the treatments to the diseases you shouldn't be getting. I mean,

yeah, I think, I don't know, I think they need to test it. I still am all about

the accountability and affordability or maybe affordability and accountability or renewal. I'm, you know, I'm working on a much of messaging around these issues. This is, it needs to be more than a meme. It needs to be broadened to our health is has been compromised by an incompetent set of officials where it comes back to the same thing. And that is opting for faulty over competence will hurt the American public. And the Democrats,

if you look at past administrations, sure, you know, politics plays a role. But here are some of the, you know, I would hold up, I would say, okay, let's just look at Surgeon General Morty, let's look at, let's just look at these people's backgrounds, let's look at the former, let's look at some of the people who ran our intelligence and who's running it now. I just run ads around. All right, let's look at past defense secretaries and Pete Haxeth. Let's just compare

comparing contrast. Yeah, and contrast. And unfortunately, that doesn't fit on a bumper sticker. There's probably something very clever around this. They can come up with. There is a grift kind of thing.

That's really, I think is actually very strong. Like just, just as we'd the SEC under the more on brand

and car, a signal that will vote to repeal the cap on ownership of TV stations, a limit that keeps owners from controlling the stations over 39% of the markets. So, trying to get next are, whatever the company is next or until, whatever the heck it is. They're trying to merge companies and they've been blocked by various lawsuits. And, you know, Americans, competence and technology companies is falling, like drastically. I just think, you put out an idea of

the grifters you're here and you're getting diarrhea, the grift, the rich grift. They're getting rich and you're getting diarrhea. Well, like, what can we do about it? I'm almost again other than just barking into a mic. I'm putting out a bunch of threads in a bunch of posts. I initially thought this could be the Democrats making light of a bad situation in placing blame, whether where they shouldn't. And then I did just a touch of research. On July 1st, 2025, the CDC's food

born surveillance network called FoodNet, cool name, dropped a number of pathogens that require states to track from 8 to 2. Only Salmanella and E. Coli remain mandatory. Cyclospora, Listeria, Campileo Bacter, Chigella, Vibrio, and your Sonia all became optional. Cyclospora has been tracked continuously since 1997, meaning 28 years of monitoring and did the summer before the biggest outbreak on record, folks connect the dots. Since early 2025, the administration has

cut more than 3,000 positions from the CDC, roughly a quarter of the workforce. And what do you know? We're having a cyclospora outbreak. I mean, exactly. This is math. This isn't politics. Connected dots connect the dots. They can't run. They can't govern is what you want to really. They cannot.

They don't govern. And when they govern, they steal. I mean, I think that's the administration

dissolved the CDC's division of parasitic diseases in malaria. Yeah. And they keep saying, "It's bloated bureaucracy. We'll talk about, okay, bloated is a key word here." And, and wasteful. I mean, these words are taking on new meaning right now. And the pattern isn't limited

to one parasite. A second one, a flesh eating new world screw warms showed up in U.S. livestock

in June for the first time in nearly 60 years. And so these, these, talk about growth. These larvae grow into the flesh of living animals. And the USDA is fighting it by releasing millions of sterile flies in Texas. Mexico and Canada have both restricted U.S. cattle imports over the spread. So this, this, this, newtoring, this newtoring of our government agencies and replacing them with loyalists and competence is, it folks, the chickens are coming up to roots except the chickens have

diarrhea will give you salmonella or whatever. So we can't paint a pool. But again, I come back to the same place. Our government is stacked with, or was stacked with salad at Beeple. Tell the people. I agree. I agree. Anyway, on a much different note, open AI's, a much anticipated

first device is going to be smart speaker according to Bloomberg. The device, which is under

Development, is meant to be human like AI companion that lives in the home.

smart home appliances. Play media answer questions and tap into the capabilities of chat,

GPT. It sounds like Alexa to me. Oh, but I believe the device is different from many of the

apples on the market, which might come to play with Apple loss that we talked about. Obviously, the delay, the anthropic is allegedly going to go public in the fall sometime. Um, open AI probably is not. Um, is this a product that's going to work Scott? This seems like a product Scott Galilee does not like, but perhaps he does. I don't know. I actually, I liked it more than I thought it would. I thought it would because

you keep talking about, and at some point there needs to be a post-mart phone error, right? Yes. That's correct. And I don't think the most valuable product of the next decade or decades won't be the one with the best screen. It'll be the one that knows you really well. Right. And, and the inside, it won't be who builds the biggest model or best model. It'll be who owns your kitchen, your living room, your car, your earbuds, and Apple one because it owned the interface, not because

it had the best technology on the model. And open AI is trying to own the relationships. Now, granted, Meta tried to do this with their, I figured what it was called. That's what I didn't want to

remember that. Yeah. So, uh, I actually think strategically going for a speaker and trying to go in home,

I'd heard it was going to be some weird fucking pin or something. I don't know. Yeah. Or an attempt depends, you know, pins have been tried that you carry with you. At some point, you will, let me say, you will have a pin on you at all times. Earlier, your AirPods, it'll be extra smart, right? I think that's right. So, I think the idea of a better Alexa, the idea, I didn't, I don't think smartphone.ai was going to work. But the idea of a, a really intelligent speaker,

I can, essentially, I think this is strategically, I think it's correct. The thing that everyone learns and is just littered with dead armadillos is believing that because they're good at software, they'll be good at hardware. There are so few companies who have made the leap to hardware. What hardware in the home do you trust? So, I mean, my son literally took all the Alexa's out of our house. Like, he's like, they're not going to surveil us. That was one of the

issues. The other, they're always listening. Like, people are nervous about this kind. You know,

even, even the alarms that people put on the cameras, like, they, they got manipulated from outside

where people were looking inside people's homes. I mean, I think. And then, Amazon, remember,

Amazon is going to have a drone that followed you around your house and did things like a little floaty thing. I mean, eventually people will have a version of that presumably. It's just who do you trust to be in your home? Because I wouldn't put any of these things in my home at this point. Yeah, but this, uh, some of my first thought, when I read this was two things, I think this is actually smarter than I thought. At least strategically, obviously, this is all about execution, because I thought

they were going to try and put out some, you know, the Amazon fire phone or whatever it is. The second thought I had was I'm going to buy a son of stock. An exonus is going to be acquired because I think for Sonos has a market cap of 1.7 billion. That is literally changing their couch for these companies. And they immediately have an installed base of speakers where they

can just upgrade the technology. No, they're point, which you can never work, which I think Sonos is amazing.

I love them. So, but I have to tell you, it's the most difficult to get coordinated. It is always glitching. It's always glitching. And I'm smart about these things. I love Sonos. But there's so, but you asked, there's so few trusted brands in the home. It's really interesting. Like, like, sub zero is such an amazing brand. You can buy a $4 million home and they will advertise that that it has an $8,000 refrigerator called sub zero. That makes no sense to me. You think about how

many actual brands that the furniture market is totally fragmented? It is. Sonos is a decent brand. No, I agree. I haven't installed base. You're right. I let Sonos in the home. And by the way, the stock is off 56% in the last five years. That company is screaming to be acquired. I have a lot of Sonos is in the home and I don't, but I don't have Alexis. I don't have, it's a really interesting thing because, but this, remember when Amazon bought euro, I guess,

I was like, oh, fuck. I was, you know what I mean? Because I loved the euro guys. They were really interesting. And this is, too, this is basically repeater for your internet, essentially. And then when Google bought Nest, I was like, oh, damn. You know, like, oh, they're here. And now I do keep a Nest in my home and I do keep a Sonos. But I don't know if I want chat to be team around my house. I don't think I do. I think I do know. I think your,

I've always bought that people talk a big game about privacy. And if they can see their

Uber QX 60s getting a little bit closer on the screen, they'll give up all of their data. And yeah, I'm just, I think people opt for utility over privacy. And then they talk a big game about privacy. The kind of, although you shovel a lot more stuff. I do. I do. I do. I won't. I still don't. And I don't. It's just because I don't want this particular company. It doesn't mean I wouldn't allow, I allow Apple in the home a lot more

Readily.

both, it's in a box somewhere. I still have yet to integrate these into the home in a way that is useful in what they're talking about here. So you're right. We'll see that someone's going to get it right. Anyway, let's go on a quick break. We come back. We'll talk about a tumble for IBM shares and what it means for the market at large. Support for the show comes from build. Here's a question. Are you getting rewarded for

paying your rent or mortgage right now? If the answer is no, you need to check out build.

Becoming a built member means earning points on every housing payment no matter where you live. As a member, you can redeem build points for flights, hotels, lift rides, amazon.com purchases, future housing payments, and more. You also get access to their agentic neighborhood

concierge. It's basically an assistant in the build app that's connected to both your home and

over 50,000 merchant partners. It can pay rent for you, make dinner reservations, book fitness classes, select a lift ride, and more. It does all of that while automatically applying your member benefits along the way. And if you've been curious about what agentic AI actually looks like in practice, this is an example of just that. Build is not just for renters anymore, it works for mortgages now as well. When your housing payment is one of your biggest monthly

expenses, you might as well earn points on it. Download the build app and join membership for where you live at joinbuild.com/pivot. That's J-O-I-N-B-I-L-T.com/pivot. Use our link so they can know we set you. Is Kamala Harris running for President again? Listen, I'm Mike. I'm Mike. I'm thinking about him. But does anybody want that? Yeah. Yeah. Yeah. I can do. Well, I don't see why not.

Absolutely. I think Kamala Harris is around for president again. I don't think they'll never be

a woman-pretty new dinosaur. Now, while away, you can't just walk away on that, tell us why. I know it's still early to talk about 2020-8, but as we build to our post-Trump future, it seems to be a big question about the Democratic Party. Kamala Harris leads all of the presidential polling. So does this mean that the person who let the ticket in 2024 is going to lead the party again in 2020-8? The campaign needs to be called bye-bye, but it's just a tainted brand.

Do you think from a donor community large lead if there's any appetite for a Harris return? I don't. I'm a stead-horrenton. And this is America, actually. Catch us every Saturday on YouTube or wherever you get your podcast. It all started with Colmy, maybe. Over 10 years ago, we created switched on pop to listen closer, uncovering the songcraft behind even the glossiest of pop hits. Since then, we've released almost 500 episodes. We've defined the sounds our modern soundtrack and interviewed

hundreds of musicians and music inciters, including the singer of Colmy may be herself, Carly Rejepson. I'm musicologist Nate Sloan, and I'm songwriter Charlie Harding, and on July 14th, switched on pop is embarking on a new chapter. We're stepping out from behind our microphones and in front of the camera to stream our podcast on Netflix. Now you'll still be able to listen to the show anywhere you get podcasts, but now you'll be able to watch

us each week breaking down the sounds of the moment, digging into musical menu show with your

favorite artists and offering questionable dad jokes as always. We're kicking off our Netflix debut

with the four part series on the art of the song with help from artists, producers, and songwriters, like Aaron Desner, Audrey Hobbert, Trevor Horn, Cyprusale, and Taylor Parks. Stream switched on pop on Netflix and anywhere you get podcasts every Tuesday, starting on July 14th. Scott, we're back with more news. IBM's stock is down 26% in the last five days after issuing a rare profit warning, noting the shift in customer spending from software AI hardware

and chips ahead of the quarterly earnings, a sell off a raise $69 billion in market cap in the initial tumble. Mark the company's worst day since at least 1968, the S&P software industry index is down over 13% for the year. You've talked a lot about the software companies, by the way, SpaceX

is really taking a bigger oracle is way down. And just related, I think New York has become the

first state to ban the construction of new data centers. The pause applies to new data centers

requiring 50 megawatts or more power for up to a year while state regulators develop new environmental and energy standards. Governor Kathy Hobkel noted the New Yorkers have seen their energy electric bill surge 68% since 2019 at a June poll revealed that 46% of New York voters believe one year more touring on large data centers would be good, with just 21% saying it was bad. So this is all related to each other, this idea of this growth. Talk a little bit about IBM and

then, you know, the links to oracles, SpaceX, everything else, they're really trending downward in a really significant way. And people are nervous. There's so much more discussion about a possible collapse by lots of different people. Noble, the investor George Noble,

Bill Cohen did a great interview with him.

Yeah, they, it felt like I was caught off guard by that. I mean, this was, they came in at 17.2

billion versus 17.9, and the stock had its worst day. I think maybe ever were in 50 years,

and it erased a quarter of IBM's value over a $660 million revenue miss. That's about $100

and market cap per every one dollar of Mr. Avenue. The reason why IBM's customers are rating their own IT budgets in the last few weeks, clients pulled spending from software and mainframe deals and used it to panic by server storage and memory before prices rose further. So in the sell-off infected, the entire enterprise software market, the fear is that there are the a canary in the coal mine here, and that is, the real loser is anyone who buys memory instead of

selling it. So data centers are forecast to consume 70% of all memory chips produce in 2026, up from 20 to 30% and three companies make up roughly 90% of the world's DRAM market,

and all three have shifted production towards AI chips. So their costs are going up and meanwhile,

their revenues are flattered down. So you have margin compression and mean while in top line going down. So the losers are everywhere else. PC makers who consume a lot of memory or buy it, that was 15 to 18% of PC materials cost is now heading towards 40%. So in a competitive margin, in a competitive commodity market, your your costs are going up waste. It's a price to sell. Think about it, Apple has already had to raise its prices, but they have the margin power to do it.

Expox is raised prices by consoles as much as 150 bucks, smartphone shipments are projected to fall 13% on memory price surge, and software and services corporate IT budgets are being redirected to panic buying chips. So the AI trade has gone parabolic, but the losers have suffered tremendously.

Accentures down 47% year to date. I think as a lot of those back office jobs, people think AI

will will will supplant IBM's down 28%, Microsoft down 16, service now down 29, sales force down 34, actually spoke at sales force yesterday. So this is the market is reshaping around, you know, big winners and big losers and IBM's perceived as being on the wrong side of the trade, because now it's competing, it's competing to buy the memory against companies that have a better business model, or better prospects. Right, but what about the overall trend? Because there's

so much noise now. I mean, it was really struck by this George Noble interview that Bill Cohen did. The, you know, he's just like, this is, he was essentially like, this is bananas, what's happening right now with, with the spending. And you do see, you know, SpaceX despite the index thing is drifting down, drifting down, drifting down, more and more at Ellson, by the way, is enjoying the entire drafters. He does, he does a thread every five seconds about it. What is the, are you very

worried? Because a lot of people, I just have been hearing so much more noise around that. And it seems very interrelated to these data center slowdowns and that the business isn't quite there. And OpenA is not going to go public this year. Maybe Anthropical get through. Are you still

remain worried or are you paying attention to that? Because I think they're all related to each other.

I mean, and granted, I get to shirong all the time. I think we're, I think we're literally late stage 99. And I think it's on firling remarkably similar. First it was B2C, the Amazon's, the E toys, you know, the, the pets.com's of the world's imploded because they didn't create the demand to justify their valuations. Okay, so what's under, what's under? Huge shout right now, the ultimate consumer AI play, which is OpenAI. And then way everyone, but wait, it's about B2B,

so everyone shuffled into anthropic, thinking it was the enterprise market. I think that's the

next one to come from a trillion down to a hundred billion. By the way, a hundred billion dollars is

what Starbucks is worth. That's not, that's still a lot of money. And then the next, the next shoot a drop will be similar to what happened. Everybody got out of B2C, got out of B2B, and then they went into global crossing and Cisco because it's still in the ground. And then I think the next shoot a drop where I think we're going to start to see weakness in the infrastructure players, specifically in videoing in later half, later part of this year, beginning in next year. This

whole, I feel as if we are literally in the, the beginning of the unwind. Yeah. And these data center bands or construction of them. I think it's a good idea. Voters want this. I think it's actually good government to say, like let's take, it's not saying no data centers. It says, let's take a year, let's figure it out. Let's do it so that consumers don't have to pay. It's a great political message.

It's not anti-innovation.

What you're doing to our, to our environment and our costs. And you know, they try to blame

things like cocoa and others. I think it's actually good governance. That's amazing.

Look, it's become politicized. I think data centers have become the vessel for outreach around instrument of quality. And I think some of the concerns around them are inflated. The notion that they're going to soak up all the water, they're noisy. Well, they're not, they're not many most of them aren't near. I feel that essentially this has become the new, the new kind of whatever it is, squeeze toy or anger, mannequin for income inequality. And then in what is the

biggest brain dead brand move of that century, they decided to make the spokesperson for data

centers, Kevin O'Leary. Yeah. So, but if I were a civic official, first off, these people aren't

the people approving these data centers aren't stupid because these companies, data centers don't call the fire department or the police department and they pay property taxes. These people aren't stupid approving the data centers. What I would do if I were a local civic officials, the following, I would say we will cram through your approval. We want 10 years guaranteed property taxes,

no matter what happens to your company because I think a third to half of these things aren't

going to get built, but I still want those revenues. Yeah. And also, maybe some, you've got to talk to voters about the electric bills and everything else. You know, and because I think the people who are opposing them have made very, you have done a very good job of linking them with billionaires. And like, you're right, Kevin O'Leary looks like a fucking idiot. But that's math.

That a civic official should be able to say, we have economists and power people estimating

what the increase in electricity costs will be if those are in fact true, we need to at a minimum compensate consumers with the property taxes or fees you're going to pay. And also, I would say, a friend of mine owns a shipping company and shipping container ships went to like from $30 a container to $150 because of hormones. And I'm like, "Is there any way you can buy futures or sell futures and lock in that price for the next 10 years?" And he's like, "I'm trying."

If I were a civic official, I'd be trying to lock in the revenues and the property taxes, these things are going to pay for the next 10 years because Cara, what I find generally in life and in business is the shit you are most worried about doesn't come to fruition because you

start planning against it subconsciously. The shit we're, remember, why to K? How worried we were?

Do you know where I was? May I tell you a short story? I was sent by the Wall Street Journal on the best night of the of the New Years for that 2000. I had to be at Yahoo and E-Trade. That was my life right then as a young reporter. I had to hang there and nothing happened. Go ahead. Well, or, you know, I used to go on Bloomberg when I was going on TV there. And for fucking 12 months we talked about the collapse of Greece and how it was going to infect the EU.

The moment you start worrying about everything, it doesn't happen. No one was worrying about plain slamming into the World Trade Center. We weren't that worried about a virus, jumping the lab. In fact, I mean, Bill Gates was, we are so worried about data centers

that my view is in my thesis is that all of a sudden we've had this incredible

flippening from a supply crisis to actually demand crisis. Everyone, everyone that was supposedly going to create all the demand for data centers is now selling their data centers, capacity and storage to the, to the two companies creating demand, open AI and anthropic. So if I'm a civic official, I'm like bank that money now, get their commitments. And also all the innovation is going to go into chips and inference and compute the requires less energy. And oh my, the most

fucking ridiculous thing. Have you ever been to one of these things? The idea that we can put any semblance of one of these into space? I know. Make the Reboven look practical. I know Reboven. Like, you know, my favorite person, every inch of all, Jan McCune on the data space centers makes me laugh. There's part of me that I got to say, he's a good one. Good one. Space centers, data centers in space. Like, I'm like, what a load of crap, but I love you for trying it. It's

like having the, you know, we're supposed to have 50,000 optimists, primes in our home this year. Do you have one yet? Oh, no, I mean, but hold on, let me ask my robot. Yeah, yeah. I think we will. By the way, I think we will. You think we're going to have, you think it's going to be Jackson's, you think we're going to have a robot? Eventually, but it will be dead. It doesn't really matter, but yes, I do. I think

I feel up in on Earth's man, he is cheaper than a robot. I got softer, gentler hand. All right, okay, but someday, you may be taken care of by a robot. Anyway, but I like the fact that they just lie to the teeth about something and lie is very creative. Anyway, one more quick break will be back for predictions. Remember Snapchat?

The app best known for being the place to send disappearing photos and videos to your friends? Well, Snapchat was back in the news recently, but this time it was not about disappearing

Photos and videos.

Snapchat was trying to get in on the game with a pair of black horn-rimmed looking

spectacles, think the pair that the old man in upwards wears, but like three times thicker and with a price tag of 2,195 dollars. Photos of Snapchat CEO Evan Spiegel wearing his specs,

that's what they're called by the way, specs. We're all over the internet and not in a good way.

People were laughing and they laughed all the way over the stock market where Snapchat took a hit. But, as you're going to hear on today's explain from box, Snapchat's playing the long game with smart glasses and the rest of Big Tech is too. Smart glasses are officially here, so we're going to officially talk about them on the show and worry about our privacy. Every body is beautiful. Yet society is so obsessed with thinnest that it has become a proven

financial asset and there's a $300 billion and growing way lost industry. If it literally

pays to be thinner, our GLP ones actually a worthwhile financial investment, I'm Vivian 2, your HPFF, and on this episode of Network and Chill, we're diving into the thinnest economy. It's tangible effects on your income and the impact GLP ones are having on our everyday lives. No, you don't need to change yourself to be amazing, but yes, you might make more money if you do. Listen, wherever you get your podcasts and watch on youtube.com/yourrichbff.

Okay, Scott, let's hear a prediction. What is your prediction? Besides, I'm going to make a prediction. Odyssey is going to like blow. Yeah. That's a pretty safe one. I got to tell you

know, but I think way more than people think. It is really that good. And I think people are again,

just like they were with smaller movies, like obsession and back rooms. They love getting in the theater when something's worth it. This one is worth it. I think it's going to blow out well beyond what people think the blow-out is going to be. I like it. I'm going to see it. I'm excited to you like it. Yeah. So my prediction is that OpenAI is going to buy Sierra and make install rentailer as CEO. Oh, great idea. I did I say this to you. Who said this to me?

Someone asked me who I thought was should be CEO? You plan it to see. You said rentailer. Yeah. Okay. Look, the most successful companies don't stop with the platform. They only application layer. Apple didn't stop at iOS. It created the app store. Explain what Sierra is for people who don't know. It's his new startup. So it's essentially they're in the application layer for AI, whether one of the best enterprise AI products.

And they're essentially they are of evaluation at fortified billion. OpenAI,

supposedly were 800 to call it 500. So for 1% of the company, they get a CEO. And right now, Brett Taylor is probably they need to bring in an adult that calms the markets. And OpenAI does, if OpenAI doesn't have the best model, Sierra has one of the best enterprise AI products. And Brett Taylor is arguably the best enterprise software operator of his generation right now. And these as these foundation models get cheaper, intelligence will

commoditize. So the scare ass that won't be IQ. It'll be customer relationships, workflow integration, and enterprise trust. And that's essentially what Sierra is offering. Can I also say he can go toe to toe with the Elon. He's the one who got Elon. Remember, Elon tried to pull out of the deal. He was right. He was chairman. Yeah. He forced him to close. Forced him to close. He said, there's companies worth three.

You want to pay 44 signed here, here, here, here, and here. And I'll remember me, you're the guy that signed these documents, you're closing. Right. He can go toe to the Elon. And actually it's very well-liked and so very well-liked. Like, unusually well-liked. Essentially, essentially, Sierra is the Salesforce of AI. And if OpenAI wants to be more than the Nvidia of AI, it needs to own the Salesforce of AI. So...

You think, Sam Altman will give up the CEO shit. I'm not so sure. Well, this is what typically happens. The CEO is taking so much shit and is seeing the valuation go down. That has got to be fucking Vietnam minus the charm now. I mean, I can't even imagine what it's like to be being like, I'll tell it say that. I can't even imagine what's like to be Sam Altman. So he probably is agreed. This is typically what happens when the CEO's tenure is like this and a founder.

They agreed to bring in a president. And then we all interview the president and the really the person we really like goes, says the following, "I'm not going to be your fucking president. Make me CEO." And then we all agreed to make him or her CEO. Brett Taylor is

going to take a president job. Right. And everyone in the meantime... He did. It sales, does you remember?

He was... Yeah, that was as a younger man joining, joining Mark Benioff, one of the greatest entrepreneurs in software, right? He's his own CEO now. And so this... This solves so many problems. It gives the market a sense of calm and then an adult shows up. It's a chance for them to turn over a different leaf. It's a chance to create cloud coverage to dramatically decrease the ridiculous capbacks. It's a chance for Sam to save face and be the chairman and the visionary and prepare

Pretend that it was his idea and they also get a company on the application l...

for 1% delusion. This makes so much... In sum, the two most... The three most acquire... No,

two most acquireable companies right now, Sonos and Sierra. But this just makes so much industrial

logic. I'm surprised. It may even be... We may even be in the midst of it right now. But Sonos

should be picked up by one of these guys looking to get into the home for scrap. But the real

one here is Sierra and it's not... It's an acquire. It makes industrial logic but what they really need. If they announce Brett Taylor is CEO... Yeah, dig deal. The valuation of the company goes up

a hundred billion dollars. They get 20x on the acquisition price. Say they pay 10 billion for it. They

get 10x just by two with two words, Brett and Taylor. Yeah. Open AI is worth more than a hundred

billion dollars. Am I your muse? I think I'm your muse. Do you know that? I think I'm your muse.

Well, you're my inspiration on a lot of levels, Kara. I am. I see. Yeah, there you go. Anyways. Brett, call us. The Sierra is going to be acquired in Brett Taylor by Open AI. I'm Brett Taylor is going to be installed to CEO. I like it. I love it. 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 855-51-pivot. Okay, that's the show. Thanks for listening to pivot and be sure to like and subscribe to our YouTube channel. We'll be back next week. Today's show is produced by Laren Aminzoa Market, Taylor Rift, and Todd Wiseman, earning her Todd Engineer at the episode thanks to also the Duke Bros, Mr. Vera, and Daniel Lawn. The Shakuraz Foxmeat is the executive producer of podcast. Make sure to follow Pivot on your favorite podcast platform. Thanks for listening to

pivot from boxmeat. We'll be back next week for another breakdown of all things tech. And business care, I have a great weekend.

Compare and Explore