Trump's War on "Artificial Intelligence," Elon v. Scott, and Google's Wall Street Meltdown
Summary
Kara Swisher and Scott Galloway discuss the upcoming midterm elections, analyzing polling data that suggests a potential Democratic "blue tsunami" and criticizing Trump's last-minute voter fraud claims. The hosts also review recent tech earnings, noting Microsoft's disciplined growth and Alphabet's market drop due to high capital expenditures and negative free cash flow. Additionally, they examine the "circular" AI investment deals between NVIDIA and Meta, while jokingly addressing Trump's ban on the term "AI" and Scott's recent clash with Elon Musk.
Topics discussed
Machine Gods podcast promo
Deepgram AI voice agent ad
Intro, Trump AI ban, and superintelligence banter
Halloween costumes and personal anecdotes
Tour plans, new newsletter, and election strategy
Wordplay on 'AI' and transition to news
Elon Musk feud and Tesla-SpaceX merger comments
Tour logistics and the difficulty of writing books
Sponsor reads: Z-Biotics, Quince, and Harvey
Midterm election polls and Trump's campaign tactics
No Mercy newsletter and Trump's financial motives
Banter on Scott's lifestyle and transition to earnings
Microsoft and Alphabet earnings and AI capex analysis
Microsoft layoffs, buyouts, and workplace ethics
Holly Hunter mention and Delete Me sponsor ad
NVIDIA-Meta circular deal and Anthropic investment
Marissa Mayer's Dazzle app and AI in parenting
Sponsor reads: Nordstrom Rack and Shopify
Meta's long-form video strategy vs YouTube
Outro, credits, and final sponsor ads
Listen ad-free on Castria