IBM leadership shuffle, Amazon earnings, plus "Friend of Pivot” Jon Lovett pops in from Iowa to talk Trump’s inevitable ad operation episode artwork

EPISODE · Feb 4, 2020 · 41 MIN

IBM leadership shuffle, Amazon earnings, plus "Friend of Pivot” Jon Lovett pops in from Iowa to talk Trump’s inevitable ad operation

from Pivot · host New York Magazine

Kara and Scott talk about IBM's new CEO as the company struggles to keep up with cloud computing. They also discuss Zuckerberg's "new approach to social media", and breakdown Amazon's major earnings. In "Friends of Pivot" Jon Lovett, host of the Crooked Media podcast "Lovett or Leave It" says we should be prepared for the Trump campaign's major ad push. In wins and fails, Kara remembers Leila Janah an entrepreneur who focused on creating jobs in the world's poorest communities; she passed away this week at the age of 37. Scott's win is the halftime show at the Superbowl (although his kids would say his dancing is a FAIL). We end the show by questioning Jeff Bezos' dating choices after his girlfriend's brother sues him for defamation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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IBM leadership shuffle, Amazon earnings, plus "Friend of Pivot” Jon Lovett pops in from Iowa to talk Trump’s inevitable ad operation

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Try ODU for free at ODU.com. That's ODOO.com. Hi everyone, this is Pivot from the Vox Media Podcast Network. I'm Kara Swisher.

I'm Scott Galloway. Scott, how you doing? I'm good, Kara, what's going on? I'm a little bummed, even though I don't like football that the San Francisco.

I went to sleep during the Super Bowl, and then I woke up, and they were winning when I went to sleep, and then they lost when I woke up. Someone tells me it means more to Kansas City than it does to San Francisco. I understand that. It was fine.

I just wish, I just like when San Francisco wins, even though I don't even understand any of the sports, we apparently have some very good sports ball teams there. But in any case, a big congratulations to the great state of Missouri. Yes. As you know, Trump is congratulating Kansas, and there is, they are on the border there.

So to be fair, they're on the border. Otherwise, as Claire McCassel said, he says, don't call the idiot to thank a different state from when the Super Bowl was won. But nonetheless, congratulations, and now we move on to another sport, apparently. Anyway, so let's get to tech.

So I was reading some of your things. You sold your Facebook stock, the rest of us, tell us more. And I saw most of it last year. I think, first off, and I just don't announce it because I don't think it's anyone's business when I buy until stocks.

But anyways, I think if you will, big tech has to the detriment of every other big tech company into the benefit of Facebook has been lumped into one massive group. Yes. And we have a tendency to kind of paint or broad brush paint their behavior as all a big tech. And the reality is Facebook has pulled away from everyone else in terms of an absolute disregard for the mental health of teenagers and inability to, I mean, the fact that they've decided in a very brazen way to say, no, we're going to continue to anyone who wants influence on our platform regardless of how they use that influence, as long as there's a check or a dollar bill at the end of it, we're down with that.

And I think coming out of a $5 billion fine, it was 11 weeks of cash flow, it's not chasing them, I think it's emboldened them. And the $5.50 fine to the state of Illinois over facial recognition. I just don't think they care. I think that the kind of guy you pull over in a Ferrari and he says, the police officer fuck you and throws $100 out of him and speeds off.

I just don't, I just don't think they care. I think they've done the math and figure it figured out like it's easier to pay the government and overrun them than it is to comply or pretend to have any regard for the commonwealth of the health of life. So wait, so you have a conscience Scott? This is amazing because you always say occasionally.

Occasionally. Well, you said that you may insult things, but then you have this capitalist side that just is like, I'm still minus talks. So it's like the cigarette company is to you. It's like, maybe not, I don't want to make money that way.

Well, I thought that I've always argued that net net distinctive my criticism, big tech is a net gainer for America. And the problem is with the word net because we tend to make this baseline zero one decision. And then if we decide they're a net gainer, then we should just leave hands off of them. And I've said this pesticides are net gainers from, but we have an FDA.

And I don't think that doesn't mean Amazon, which I also own Apple, which I also own. I think we are net gainers from those companies. I think they should be broken up. I think they should deserve tremendous scrutiny.

But I've actually come to the point as of, I would argue since I'm trying to think the pivotal moment for me, quite frankly, it was something people can talk a lot about is when Facebook decided who should be our chief legal counsel. And they decided to pick the person who was able to convince Congress to torture enemy combatants. And I thought, okay, that is the gestalt of the inside of this company. Like who would best represent what we have done and what we are planning to do legally?

And it's the individual who has figured out a way to somehow legitimize our inhumanity as an issue. They've just done that with a newsfeed person too, who's quite controversial. That's when I sold the majority of my stocks. I would argue that Facebook, unlike the rest of the tech, is actually a net negative.

And it's a Facebook where to go away, if we were to legislate them out of business, if we were to put one or more of their executives in prison. And the firm were to crash. That as a society, distinctive all the great job growth, distinctive all the innovation, distinctive all the shareholder value, and all of those things are amazing things, that the world would be better off. So I'm trying to say.

Scott put plants a flag on the Mount Everest of conscience, I can really appreciate it. Hardly, hardly, but anyways, it's. Well done. But you still think the stocks gonna go up, right?

Oh yeah. Okay, in any case, all right. No, this isn't an economic decision. No, no.

Me trying to have some semblance of like, okay, I'm a hypocrite but I'm not a frickering hypocrite. Sleep at night, sleep at night move. So Scott, apropos of your wokeness, your new wokeness. So you know, Facebook CEO Mark Zuckerberg said on Friday, the social media company is gonna stand for principles.

This is according to CNBC. It believes in whether people like it or not. This is a new approach. I think we're gonna piss a lot of people off, he said at some event he was at.

Frankly, the old approach was pissing off a lot of people too. So let's try something different. And he said they're gonna really double down on free speech and strong encryption. We're gonna stand up for free expression.

It's unfortunate. This is such a controversial thing. And then he ended with my goal for the next decade. Isn't to be liked, it's to be understood because in order to be trusted, people need to know what you stand for.

I think this is so much bullshit. I can't even, I don't even wear a start. Cash any check, regardless of the damage to the commonwealth and to our children. And the notion that, you know, it just, I think it's, I think it's, I find it arrogant that the CEO of a company has decided and publicly states that we're gonna start pissing people off.

You know what we need to do? We're already pissed. We need to start pissing him off. Yeah.

And that is, the arrogance they have, here are the principles, they've overrun Washington to lay an obfuscation. They deploy these weapons of mass destruction and avoidance in the form of very likable number twos. And there is a standing summons for Mr. Zuckerberg and Ms.

Sandberg in Canada. I say we, I say we do the same thing. Anyways, that's my, that's my ram. What do you think?

I think this is, this speech is just amazing. But I remember I keep telling you they feel like victims, they feel persecuted. And no one believes me. They're like, oh, how can they think that?

They literally feel wrapping themselves in this free expression cloak is immediately saying we don't believe, of course we believe in free expression. We don't believe in unfettered damaging expression that you don't take responsibility for. And that they're conflating the two, just like you did with the speech of Georgetown between paid speech and free speech. It's really abhorrent.

It's just, this is just, this is not what a responsible CEO does. And it's really, it's, I just, just when you think it is so Trumpy in that way, just when you think it can't get worse, it gets worse. So I'm not very happy. And you, you brought up last week the unholy alliance where basically Trump said, we're not going to go after this act because we figured out that the ability to weaponize this thing and in covertly send messages from people you trust to confuse you and suppress about which lends itself well to Trump's reelection chances that basically they formed an unholy alliance.

And that was essentially the gist of the Soros article. Yeah, absolutely. Anyway, moving on. IBM CEO, Jenny Rometty will step down in April.

Rometty was the first woman to be CEO of IBM. She's been there since 2012. But the company really has not made the significant headways into cloud computing and artificial intelligence that is needed and is falling behind other competitors like Amazon and Microsoft. The new head of the company will be the head of cloud computing, Arvin Krishna, and he's taking over.

Just so you're clear, Jenny will step down and she's one of only 33 women who will achieve executive positions at Fortune 500 companies. What do you make of this? Well, just to disavow any notion that I'm woke, she would've been fired two years ago if she wasn't a woman. She has been, I wouldn't say she's been a disaster, but IBM, 350,000 people, relationships with the biggest companies in the world.

And they have, their stock is flat to down over the last over her tenure meanwhile, the S&P is up two fold, every other tech company, any company with the term tech, anywhere near it, has skyrocketed. And despite the fact that the company's underperformed, she leaves with about $130 million in compensation and we're stuck in this very awkward phase of because there's only 33 female S&P 500 CEOs, we wring our hands and wait too long to terminate them whenever they underperform. And at the same time on the flip side, and I'm on some of these committees, the compensation and nominating committees to pick a new CEO, generally there's always a CEO, you have these succession plans we review every year, and when it comes to picking a CEO, I'll summarize the 477 companies that pick the dude. There's always a talented woman who's in the running.

And then it's as if somebody crashes in the room and says, I know, let's pick someone with a dick. And what do you know, it's every, how do you know should be CEO of Nike? So kinder Cassidy Singh should be CEO of eBay. But instead, they went with a white guy.

What a shock, right? This guy's not a white guy, but all right, all right. Oh no, get us an Indian, that's what everyone says now. Send in the Indian.

Slow down, he gives the head of cloud computing, which is the area they need to be in. He obviously did the red hat, he was involved with the red hat. He was the red hat, I think. He is the natural, he's the one who is in line.

He was the one in this case. Anyways, we need a lot more female CEO such that we don't wring our hands out this existential crisis every time we try to fire one. Yeah, all right. Well, getting back to our actual business and it has not kept up, IBM has not kept up in terms of, they tried a lot of things.

They bought a bunch of stuff and they did big blue. They did some weather stuff. They tried it often. Watson.

Why do you know what Watson is other than someone getting bought Dylan tens of millions of dollars to do commercials in the Super Bowl? What is Watson? Do you know what it is? I don't know what it is.

It's an artificial. Listen, they have not kept up even as Amazon and others in their natural area in the area they were supposed to be focused on, which was cloud computing. So they're putting the cloud computing guy in place. But it's now a really competitive market.

You've got Amazon, you've got Google, you've got Microsoft, which is sort of hitting all cylinders under such an Adele, his area of expertise, by the way. So they're going to really face a lot of, and so what's their significant difference is I think that is what you have to ask yourself, is what is IBM's significant difference? They're going to lay off 50,000 people and double down on the cloud. It's not 100,000 people.

They'll go through a crazy restructuring. They'll lay off literally 50 to 100,000 people and they'll go double down on cloud. Speaking of other new CEOs, they brought a new CEO for, we work, a guy named Sandeep Matroni who ran General Growth Property. It's probably one of the biggest brains in real estate.

The very talented guy. You think this is a good move? This is Marcelo Chlori. I think this is literally a guy who comes home from his first tour of duty in Vietnam and is an American long enough.

Sandeep's been out of the game. I think he retired a couple years ago. Long enough to forget how disfucking awful it is and to sign up to go back to Vietnam. I think this is terrible.

You know, it's such a high profile company. There's probably- Is it terrible choice for him? Or is it a terrible thing? No, no, no.

No, Sandeep's a gangster. Sandeep's super smart, big brain. So we could do something here. Or you think there's nothing to be done?

Yeah, this is a bastard child of terrible DNA. This thing is just, there's nothing, I think there's very little to be. If they took it down to 200 locations from 500, I think it'd be a nice profitable company, but I think that so many leases are probably so bad. And they've created so many long-term commitments that have terrible underlying economics.

I think it's gonna be very difficult to pull the nose up. Do you know the rumor I heard? That Adam wants to tell his side of the story. He's dying.

Well, I think he should tell it to the jungle cat. I know that. That would be good. Adam, you are invited to tell us what's going on.

I mean, it would be a very tough interview for Adam. I'll be honest with you, Adam. I think you screwed up. But nonetheless, I think it would be interesting what happens to him.

And become normalized, I guess, of what it should be and set it apart. It's interesting if these workspaces, if people, if this was just a trend or if people really are gonna, I think it's a small industry, and people like using them, I don't know how much more a localized industry can be city for city. That's my feeling. That it's not a national footprint kind of business.

But that's just me. I don't know what do you think. I think there are some advantages. This is a company that lends itself, I think, to a global presence because for people who travel London, you can go, okay, I'm gonna go to the Wii and I can get a national presence.

But what we fail to do is we like to think at every company if it has an app, is a tech company that will ultimately trade in multiple revenues, they're justifying capital. And this isn't, it's a real estate business that trades at a lower multiple and it's built over decades discipline, acquisition, and properties, and discipline management of them. And they're great long-term businesses, but they're not things you can ramp up and get venture-like returns on. Yeah, you're right, you're right, correct.

I mean, in fact, it's like the YMCA. I just earned the YMCA here in DC, by the way. The Y. I wasn't a member of the YMCA.

The Y is great here. The Y is great everywhere. Let me just tell you. They were great, and it was, I can use them all over the country.

Christian's Association. Yes, I need none of those things. Anyway, in any case, let's get lastly to Amazon. We're going to be very businessy today.

You're the A in that, in that acronym. I'm an association. No, it's great. I'm like, there's a rock line.

I'll do it with the family, though. There's a baby swimming time. It's going to be great. I highly recommend it.

It's also really good for the community. I went to two parks, public parks, we came to my son who's all of a sudden showing interest in basketball. He went to a public park. I used to have all the time.

I'm so down with the people. Public parks. You're not in your private park. Oh my gosh.

The place I'm living in Washington has a beautiful public park behind the house, which is just lots of places. Well, that's because we make the money here in New York and you spend it up there in DC. Oh, stop me. Oh my god.

Let's speak in money. Amazon's earnings. Please, please. Oh my gosh.

Oh my gosh. They were supposed to do three bucks. They did six bucks. Blue away, everything.

And the thing, you just got a lot of that Amazon. It's the really different ship. I'm telling you, it's the boring stuff that moves to your holder of value care. All right.

Go on to your take here. What's the big gangster move here? They got a two-day shipping to one-day shipping. It gets everybody excited.

More people sign up. More people on Prime. More vendors and retailers on the third-party marketplace, which means more high-margin revenue for Amazon Media Group and Overlook Business. I mean, this is just, their company is just on.

I mean, I just signed up for Prime. She literally wanted to commit Harry Carey. She hates Amazon, but she didn't. No, there's no, to resist is futile.

Do you realize 76% of US households have Amazon Prime and Decorator Christmas tree have a pad of voted in the 16 elections? I mean, this is just. That's not a shing thing. It was, remember, it was pilloried when they did it?

Pillaried. I would never do that. I would never do that. I signed up right away.

I got it. I got the whole thing. What's interesting about this company is, you were talking about monopolies can innovate. You know, you were talking about the AirPods last week about Apple, which also did rather well.

They really do innovate. You know what I mean? Like, I don't think they innovate just because they're large. They took a lot of big steps out when they were small.

And so it is in this culture to try. They are calculated risks, obviously, but they really do do do fresh things. They do fresh things all the time. And that's not just, now they can do them even better, because they have this incredible market power, but they do often introduce stuff.

You're like, hold on. I agree, but the suffix to that statement and I don't do whatever is it. They would continue to do that stuff if they were three companies. Only other companies could do more stuff, because they wouldn't be put out of business because one company can go in and lose money for 10 years or one company can say, hi, FedEx, we're going to embarrass you before the holidays and basically crush your business and your stock price or, hey, every company in healthcare, when we just sort of hint that we're going in and you lose $12 billion in market capital next day.

But anyways, I agree with you, they are innovative. And also, they're sweeping up all the talent. Amazon is the largest recruiter out of my class. Yeah, you know, I just met somebody who just joined there and they were like, is it as culty as it seems?

And I was like, yes, that was interesting. It was someone who wasn't part of the cult. And what was interesting about it was, the questions about being even this person was like, is this too big, should it be spun off? So it's going to be interesting to see the next class of worker there is not going to be quite as culty as the previous one.

And then secondly, there's one area that I think is in Whole Foods area, I don't know if you shop in Whole Foods, but I tend to go buy my food myself because I like to look at the things, I don't like people picking out things from me. Chairman weirdo. You're a tall term about where you are. I don't like to pick my avocado, fine.

I actually use smaller stores, actually. But I was noticing the experience in Whole Foods is so strange now with everybody else shopping for other people. It's insane. It feels just a topic.

It's not just a topic. It's like a bad consumer experience if you're actually shopping. And it's now become fully a pick and pack kind of store in the big stores, at least the popular stores, in, you know, I live in obviously Washington, San Francisco, but it's a really different experience than Whole Foods used to be. And I wonder, I was like, I'm not coming back in here.

This is except on off hours. And it was really interesting. I just noticed it's becoming kind of wacky and mean too because everyone's carrying those cards. And I think that's, you know, it's a very noble thing to do any job.

And so I'm sort of like, okay, this is a good job at the same time. It's this sort of surfs and boards kind of thing. But you just, like, it's consumption for you. Yeah.

Anyway, it's interesting. Have you been to a super target? No. They're awesome.

They're big and they have stuff in there, shopping for me. I shop like once every six months, but it's, I'm turning the flame on in my apartment. I think I've turned out twice and I think both times it was a lot of joint. I just don't cook.

Literally, but super target is magic. I know the CEO pretty well. I should have him to do that. No, they do a good job.

And Target's actually getting back to you. He's an interesting CEO. It'll be just me and she's a little happier on breakup. We will have some of that discussion.

I have someone I just signed up to code who will be discussing big tech breakups going forward. I'm not going to say who. Well, come on. Someone just has Bob Iger.

You're thrilled on that one. I know he'll be great. I think, so by the way, I'll pimp code a little bit. Yeah, code is so epic.

Bob Iger is coming. I think that's the biggest guy in corporate America right now. I'm more interested. We got more interested in what Bob has to say.

That's too dark. I'm more to come, my friend. I got more to come. I'm not sure.

I'm likable. I'm likable. I want to know about those ads that were on the Super Bowl. They were great.

By the way, let's talk about answers for a second. Yes, we will. We can talk about it. I'm caffeinated.

I know you. Okay, we're going to take a quick break. We'll be right back with a friend of Pivot and then wins and fails and then you can say anything you want. I'm a said Herndon and this is America actually.

We're all talking to each other to see what did we do wrong? What did we not see? I'm in Washington DC this week to interview Ruben Geigo. He's a Democratic senator from Arizona and he's been thinking openly about running for higher office, but he's recently running some hot water because of his connection to Congress Monericks Wallwell.

I have to learn from this and I will learn from this. But you know, for me, it's not a 20-28 question. It's about what it means to be a better first boss in my office and also a better center to my constituents. This week on America Actually, we asked Geigo about predatory behavior in Washington.

His plans for immigration reform and more. This week on Network In Chill, I'm breaking down the institution everyone's talking about right now, but nobody actually understands the Federal Reserve. With all the drama happening between Trump and Fed Chair Jerome Powell, you're probably seeing headlines and wondering what any of this has to do with your money. Spoiler alert, it's everything.

I'll explain what the Fed actually is, why it exists, and how this one institution controls the interest rates on your mortgage, credit cards, student loans, and more. We're diving into why raising or cutting rates isn't just boring policy talk. It's the difference between affording a house or watching prices spiral out of control. Plus, I'm breaking down the current controversy over firing Fed board members and why both Republicans and Democrats are freaking out about it because this fight isn't just political theater.

It could mean real chaos for your wallet. Listen, wherever you get your podcasts or watch on youtube.com slash your rich BFF. Okay, we're back with a friend of Pivot. He's my friend, John Lovett.

He's one of the co-hosts of Pod Save America and the host of his own brilliant show, Love It or Leave It. I was just on it in Los Angeles. And before that, he was a speechwriter for the Obama White House. Election season is really new race and we wanted to talk to him about how things are playing out specifically between Trump and Bloomberg.

Hey, Karen Scott. Hi from Des Moines. When I think of Trump's ad spending, I think of Palpatine saying this, who I'm afraid the deflector shield will be quite operational when your friends arrive. You know, we're all having fun in Iowa, trying to pick the Democratic nominee.

Meanwhile, that Trump death star is waiting. It's going to have unlimited resources to deploy not only a positive economic message, but also through an incredibly sophisticated data operation, target swing voters, not only the kind of voters Trump thinks he can bring home, but also to target potential Democratic voters that they can try to demobilize by painting the Democrat in the worst light possible. And though I've helped from right-wing media, it's going to do their best to delegitimize whoever the Democrats ultimately nominate. So I think it's just worth being clear-eyed about what we're ultimately going to face.

As for Bloomberg, honestly, I don't know how far you can get with just money, right? Just building a campaign with your resources, not in any kind of organic way. But here's how I get out of it. It is Sunday night.

The Iowa caucuses are tomorrow. And I say we just see how everything looks on the other side of the first votes of 2020. So that's going to be my excuse for dodging that one. And that's all I've got to say.

Goodbye from a Marriott in Des Moines. Wow. Thank you, John. That was really interesting.

Can I just show your boyfriend? What? Can I show your boyfriend? I'm a pen of my mouth.

I'm jealous of him. That guy's a fucking genius. He's a genius. He's a deal.

I think he's lying in wait. I think the Palpatine is a very good way to put it. But I do think that there are chinks in this armor. I think people are tired of the Trump show as you do, as I got when I was watching the contest after I went after 900 seasons.

I think people are tired of the back and forth. I don't think he's working as well. I think people have gotten good at response. I think Bloomberg in particular with his short Instagram ads and everything you can see his numbers coming up.

I think he's got a very sophisticated. I know a couple of people have just joined him or we have a great deal of respect for. And so I think he's coming back very hard with the response to tweets around him being mini mic or whatever. He just said the president is lying.

He's a pathological liar who lies about everything. It's fake hair. He's a BCD in his spray on tan. They're not.

They've come to play. And so I do think it's a little different, but it's absolutely true in terms of using Facebook as you were just talking earlier. And he adds Bloomberg had an $11 million ad so did Trump. I don't think Trump's was very good.

But I do think it does add chinks to it. He's doing not as well given this economy. And Bloomberg is coming up. I think it might work.

But what do you think? You know, you've been a Bloomberg supporter. So I like John's comments. The only thing I would the term is disagree or add to it.

He says, well, right wing media will be a force to be contended with. There are about 3 million people that watch the popular Fox program. There are, I think, 220 million people on Facebook. And when there's an ad, it's a blatant lie on Fox, immediately you have everyone from Stephen Colbert to CNN calling them out.

When bad actors buy ads on Facebook and we don't even know who they are to try and lie about political candidates, what happens is it's not even that they go after Democratic candidates. They just confuse voters so much in swing districts that it just suppresses the vote. And that's kind of their objective is if we can suppress the vote in swing districts that are leaning towards a Democratic candidate, we can effectively win the election. Because it wasn't so many people voted for Trump that got him elected.

It was so many of the traditional base of Hillary, you know, got discouraged or confused or quite frankly, she just didn't inspire them and didn't turn out. So and you're talking about, you're talking about a dumpster fire of damage versus a mushroom cloud of a nuclear bomb when you're talking about Facebook. And this speaks to my, I don't know what I'll call it, my loss. I don't know if we're doing winners and losers yet, but the banality of evil and that is the people have a tendency to look back on really horrible periods in our history and think that that the primary force of that period was sheer evil from a small group of people.

And that evil can't take purchase unless there's a certain apathy and that true periods of true evil. There's sort of a banality of it. Right now, we'd argue that the banality of evil that we are experiencing is that we have just said no to the notion that the largest communications platform ever in the history of man has decided that they will let influence go to the highest bidder regardless of the veracity of those statements. That to me is so unacceptable.

And the fact that we have decided that we'll accept that because we just kind of shrug our shoulders and we're apathetic. I'm like, Facebook's going to do what it's going to do. No, I don't think so. I think people, I think the jig is up on a lot of the stuff and it does get tired.

Well, where's the jigging? How's it going to happen? Well, I think Bloomberg's been very effective. These ads that he's doing.

He did one on gun control last night. That was great. Okay, we're going to talk about it. I think they're quite good.

I think his ads are quite good. And he's got a very sharp team. And I think he is behind the scenes. He knows from data.

You're officially on the echo chamber. I'm not in the echo chamber. I know he knows. Speaking to other works, there's some DC New York.

Bloomberg's best friend. I love the guy. I think he's got a crack digital team. And I think they are going to use it.

100%. I'm going to quote Jung Jydian, which is a quote that just popped up on my week wrote, which was, this was a year, my 28th when I discovered that not all promises would be kept that some things are in fact irrevocable and it counted after all every evasion, every procrastination, every mistake, every word of it. Let me just say all of it. I just think that this is people get tired.

I think they're not going to be out of that election. I do not. Okay, but there are there are two cohorts need to turn out to be Trump. The first is the base.

Yeah. He's turning out our base for us. That is not who we need to turn out. And this goes to that ad.

When I first saw that ad you're talking about gun control. I was very moved by it. It was a well produced ad. But here's the thing.

The second base and that's moderate voters. They don't care about black people are gun control. And when I say they don't care about them, that's not the issue they're worried about. The opportunity the Super Bowl would have been to talk about income inequality.

The fact that the tariffs are hurting the economy, the fact that the guy has absolutely no business being in the business or running the country given he's the worst business man. Those ads are on the Bloomberg. But that was the opportunity and the ad that ad as much as I loved it and it makes you and me feel good. It only reinforces what we already believe.

He already has us. He already. I don't agree. That was a terrible grand strategy.

All right. We're going to get. That's your loss. That he missed an opportunity.

They're Trump by the way. What's fucking brilliant? Fucking brilliant. Safer, more prosperous.

Lowest unemployment of Latinos. Lowest unemployment of blacks. Wages growing faster than they have in the last 30 years. I mean, and then a bunch of F-15s flying across the sky.

I hate the man. I'm going to do everything I can to get him out of office. He's schooled Michael Bloomberg in that one ad. I think the rest of Bloomberg ads are fantastic.

I agree with it great. Last night was an error in brain surgery. So you would like him to do income inequality or something? He's one of the ones he's been doing, which are quite good too.

Like Carvel said, it's the economy stupid. We got to have the swing voters. They're all about the economy. Do you like the Mike can do it thing?

Do you think that's a good, Mike? I think I agree with you. I think he's got very talented people. I like his ads.

I think it's hilarious that a guy showing up with a much bigger stick. I've always my thesis has always been that Trump is effectively, if you look at his dad his broke and saw the presidency as a chance to get out of bankruptcy or an impending bankruptcy. I think he's doing it for money. I don't think he's doing it for money.

He's going to be rich for the rest of his life. I think that's why he's doing it. I think the guy's broke. That is your fail.

Well, yeah. Just my fail was I thought from an execution standpoint, it was brilliant, but from a brand strategy standpoint, they didn't look at their target market. It was a missed opportunity in terms of who we got. We need to turn out.

Okay. All right. What is your win then? My win is that the halftime show was not Maroon 5.

That's my win. Come on. That was such a good. Literally act as if they're being tortured to like make it stop.

We'll do our thing. You didn't dance to JLo. Did you? Oh, my God.

I busted a move. I busted a move. I had a few. I had a few white claws, which I'm really warming up to.

And all of a sudden the white closet. Daddy, it's time to bust a move. Oh, no. She just let her dance.

Let them dance. They were here. They just say these are not young women. This was everything about it.

Latina, older women. It's all relative. They look pretty young. Sexy as hell.

Just a smart, a lot of sub-tweeting going on in the dance. But I was not expecting the feathered boa that was an American flag that became a Puerto Rican flag, which was like the most fantastic sub-tweet of all time. And then the cages with the kids. They were so much going on there.

And yet it was also happy and entertaining. I don't know how they pulled that off. They were totally sub-tweeting everybody, but then they managed to make it fantastic. And Fox clearly, it's really the super bowl Fox literally has to try and appeal to everyone.

It's their one shot. They're pimping. Fox Nation. Oh, yeah.

They're pimping all these terrible shows on Fox and then they're commentators. Fox Nation. Okay. The commentators are Jimmy Johnson, the former coach of the Cowboys, who's 77.

Terry Bradshaw, legendary Hall of Famer. Hold on, 71. How long? Who looks like the kid is 60.

He literally looks like early onset dementia trial group and these guys, and then they're like, okay, somebody, some producer watching and goes, look at all these old white guys. We got to go for the future. And they put like, hottie latinas during, uh, during halftime. So they're trying to appeal.

There's something for everybody at the Super Bowl. They just trying to peel too. I think she loves to run for president. That's my feeling.

I just think she's fantastic. She's incredibly talented. She's not only like crazy talent, super sexy. She does look nice.

She looks nice. I literally was like, it felt good for our country. I'm like, you know what? I'm like, you know what?

This is number one five. That's a key. It's the best one since Beyonce was also good, a little more militant, but this was fun and sub-tweeting. What did you like the most?

Oh, I haven't seen them all. I like the groundhog day one. The cheap one. I thought that was cute.

I haven't seen the woman from Game of Thrones singing yet. I've got to see that one. A couple of good ones. There was, I didn't like the weird little peanut thing.

That was a lot. I found that one. Yeah, that's gotten a lot of crazy. I was like, you can't be Baby Yoda.

All right. So my win and fail. I'm going to do one this week is Lila Jana. It was an entrepreneur.

I knew not very well, but pretty well that she had a company called Samasource. She passed away from cancer at 37, and she found a bunch of organizations, but one of them was to help employ people, poor people in Kenya, Uganda, India, other places. Just a really interesting, not just a female entrepreneur in general, sort of a social justice warrior, but very focused on social issues and got this odd and terrible cancer. She was just terrific.

I've interviewed her a number of times, and I tweeted about it. I was like, she had a Harvard education, everything, and she could have done anything, and she did this. I really felt it was a huge loss, and often she didn't get it as much attention until she deserved including for me and others. I mean, I've written about her when they got funding and stuff like that, but they, she just was, it was just a really, just someone who had true impact on the world, and so that to me was, her life was a win, her death was a fail, obviously we all die, but this was just tragic at this age of this.

Anyway, just a terrific woman, a terrific entrepreneur, and a real loss for our world in terms of people that are trying to do creative and interesting things, so that would be my win and fail. Yeah, it's very sad. Yeah, she's great. Did you ever meet her?

She was great. No. You've been in places she's been at. She was great.

It was very funny. It was sad. Anyway, all right, Scott. I think that's it for today.

We're not going to do predictions today. Yeah, no. I'm sorry. I know.

That's very sad. I'm sorry. I'm sorry that you passed around the article and I did not know her, and so I appreciate you passing around. Let's get back to JLo then.

JLo. That's not JLo. Aylococcus is. Aylococcus is.

We'll talk about that after. We'll talk about it later. You don't want to make any predictions? All right.

Let's make one right now before we go. All right. We're going to make a quick one. All right.

What is yours? I'm going to do as well as I hoped, and I think all of a sudden everyone's going to start talking about Bloomberg as a viable candidate, and I'm biased, but I think Mayor Pete is going to do well. What's just so crazy about all of this? I don't know.

I can't remember if I gave Mayor Pete money or I signed up or something. I get three emails a day from either Mayor Peter as husband, basically at this point, begging for money. Yeah. Every eight hours.

This is it. Send money now. It's so clear that money has just become... It's got it.

It is the mother's milker campaigning, and these guys are just so desperate to stay in the race, and you can see why they get to this point. But my prediction is that in a weird way, you might be worried about it. Yeah, and then it's going to go on a super Tuesday. Although I do think Biden's shown a little bit of more spark than before.

Where's that? No, his wife was great today on him. They should drag her out a lot more, like put her up because she's quite a live wire. And so intelligent and so smart, and just really such a contrast to Trump, obviously.

Yeah, and she's young and she makes him look 80. She brings down his age 10 or 15 years. I think he's got a tiny bit more spark than you think. I know what you mean, but I think he's got, but I agree with you.

I think this is going to be like 15% for everybody, and then what, and then what? Although you never know Bernie might, you know, search for... Bernie's got momentum, honestly. I know he's you know, he's very Trump like in that regard in terms of his base.

They're not like Trump people, but they're he's got it. He's got it. He's got it. What happened to Andrew Yang?

Where's he going? He's doing good. He's still hanging around the basket. Yeah, I think so.

Yeah, I'm convinced that's your next co-host to pivot is Andrew Yang. Oh, it's true. He's that love a guy, but he's got his own rock. I got a list.

Let's just say you got a list. You've got a list. That's comforting. Anyone's working with Scott Galloway needs to have a list and he's have a backup plan.

Who knows what's going to happen with that white claw and I need to stop bearing bones. Wait, Scott, before I go, I cannot resist Jeff Bezos being sued by his brother-in-law. It's his girlfriend's brother. Oh, the fuck I got this.

All right. So granted, granted the dog wasn't exactly lighting the single scene on fire when I got divorced. But okay, think about this guy. This guy, remember that woman who was eaten by a giant python while she was growing pineapples?

That immediately, unfortunately, it's tragic, but it immediately outs her as a bad gardener. Jeff Bezos is the worst data in the world. Let me get this. His first girlfriend, first off, she's 50.

I got with $150 billion. She'll go younger, but that's an entirely different conversation. And hold on. His new girlfriend's brother is suing him for defamation because he's accused him of sending his dick pics, which he sent to his girlfriend, which he then forwarded to her brother, which he then forwarded to the national inquiry.

I'm going to go out on a limb here and say that Mr. Bezos is terrible at dating. He needs to roll it to dog. There are just some basics here.

No dick pics. Don't piss off the brother. And by the way, don't just jump into a relationship. He should be saying that he should be going on tanger and saying who wants to go to the Academy Awards with the biggest dog, the one day prime dog in the world.

This guy is literally, he's the best in the world in a lot of things. He has the worst data in the world. All right, says Scott, the best data in the world. Anyway, bad situation for Jeff Bezos.

And honestly, I feel sorry for him. This brother seems like just such a sketchy character and just awful. And you know, when you go out with someone, you do marry their family in a lot of ways. And here you go.

And this is what he's got. Do you think that's a negative for looking indicator when the family of your lover is suing you for defamation? Is that a red flag? It's not a red flag.

It's not good. That's like finding out. I know I have a new boyfriend and he's a club promoter. Red flag.

All right, Scott, we're out. And that is relation to advice with Scott Galloway. Anyway, Scott, it's a pleasure. We have a lot of things to talk about later this week.

There's a lot going on. I'm looking forward to it. There's a lot going on. Remember, we love your questions.

If you have a question about a story you're hearing in the news, email us at pivot.boxmedia.com to be featured on the show. What is the real? I was on pivot. Oh, my gosh.

What are you talking about? I know back to my favorite part of the show. Awesome. We are today's show was produced by Rebecca Sinanis.

Erica Anderson is pivots executive producer. Thanks also to Rebecca Castro and Drew Burrows. Make sure you're subscribed to the show on Apple Podcasts. If you're on Android, check us out on Spotify or wherever you listen to podcasts.

If you liked our show, please recommend it to a friend. Thanks for listening to Pivot from Box Media. We'll be back later in the week with all things or a breakdown of all things tech and business.

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