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

Podcast: Pivot

Published: 2026-02-10

Duration: 1 hr 11 min

Summary

In this episode, Kara Swisher and Scott Galloway dive into the expanding role of AI in various sectors, dissect the current state of the crypto market, and discuss the implications of consumer behavior in relation to big tech companies like Amazon and Disney.

What Happened

Kara and Scott kick off the episode with some light banter about the Super Bowl, showcasing their contrasting levels of enthusiasm for the event. They then transition into the topic of AI, specifically highlighting how AI is revolutionizing industries like medical research, education, and visual effects. With Core Weave at the forefront of AI technology, they emphasize the necessity of purpose-built tech in driving innovation.

As the conversation moves into the realm of consumer behavior, Scott suggests that a strategic approach to unsubscribing from big tech platforms could send a message to company leaders. He illustrates that Amazon Prime’s subscription revenues significantly influence market dynamics, proposing that a mass unsubscribe could impact their market cap. This leads to a discussion on the effectiveness of media in shaping public opinion and corporate actions, particularly using Disney’s recent decision-making as a case study.

Scott shares insights from his own research on the recent success of his initiative to rally subscribers against big tech platforms, noting that traditional media played a crucial role in reversing Disney’s course on certain decisions. He calculates that the movement could potentially decrease market cap by hundreds of millions, but acknowledges that while it’s a start, it may not lead to substantial change. The episode wraps up with Kara and Scott brainstorming future media appearances to amplify their message and reach a broader audience.

Key Insights