If you can't stand the heat, Elon, get the [__] out of the kitchen.
Hi everyone, this is Pivot from New York Magazine and the Vox Media Podcast Network. I'm Kara Swisher.
And guess what? Elon Musk is pissed at me again. I said on the Bulwark podcast that Elon might need to be worried if the GOP loses the House and the Senate, and he tweeted, "Live by the sword, die by the sword. Sounds like Kara Swisher really wants to go to prison." I really don't. I'm not nearly important enough to get in the way of his eye. So, question: Does this stuff bother you, or do you enjoy the attention, or...
No, none of it. I think it's toddler behavior. It's kind of ridiculous. He threatened Congress, I think, too. And oddly enough, you were meaner to him this week on that thing, you know, on our clip. And of course, he comes after me, which is...
Yeah, but I'm not important enough. It's like when Trump goes after Jess Tarlov or Musk goes after you. I'm still waiting for my global important person to come after me. I don't. All right.
How come you and Jess get all the hate?
I don't know. Jessica's the same way. And Kaitlan Collins. What happened was I gave an interview to Katherine Rampell at the Rampart, and I had talked to Congress people and heard they were coming after Elon, and it's called reporting, and I said it. And I said, you know, in a Kamala Harris administration, all those investigations — there were several criminal things attached to them, so he could have gone to prison, but he got rid of them. I was making a point that he got rid of all the investigations either through his relationship with Trump or through DOGE, and now they're going to come back. And I said, and you're going to see a lot of congressional people saying so, and they did the next day. Like, all of them went on the record, not just Elizabeth Warren, but even a Republican was saying we need to investigate this Ukraine thing. Other people said the other ones. And so I was just pointing out the dead [__] obvious: what's going to happen if... that's why he's throwing so much money at the midterms. Like, it's like I think it's $400 million at this point. And I said, "This is why. It's not because he believes in Trump. He believes in himself, and he's trying to save his own skin." Anyway, he for some reason lost his mind. And by the way, this is something Elon said to Tucker Carlson, and his mother said, "Don't joke about it," like recently. So it's not something that he... he said the word prison, but then he just said this thing, live by the sword, die by the sword. I don't know who he's talking about, and that I want to go to prison, which is like, I don't mind being in a prison movie and acting it. And if the ladies from The Hunting Wives were in there, I probably wouldn't mind prison. But I don't know. I don't know what... How does Jess... Jess wrote me too, and you know, I was on Kaitlan's show last night, and all of us just get relentless hate by all these really troubled men. And in the case of Jess and Kaitlan, it's Trump; in the case of me, it's Elon.
Yeah, like, you get to say what you want, he gets to say what he wants. The difference is when you're the president of the United States or the wealthiest man in the world and you have this cult-like following, I think you need to be a little bit more mindful of the potential knock-on effects of if you have a couple hundred million people that follow you religiously and have bought into your self-proclaimed views of yourself as a Jesus-like figure. You have to recognize that there's a non-zero probability that saying something like that about someone else might result in physical harm to them or their family. And so you'd like to think that these individuals are a little bit more measured and realize that as you get more powerful, you are going to be subject to more attacks, some fair, some unfair. And I'm not saying the attacks against Musk or the president have been unfair. I don't think they have been. This is the world we live in now, where an autocrat thinks the following: If I go after these people and exert my power, I will silence my critics. And if you want to see a chorus, he's about to find out what a real Kara Swisher criticism is on November the 4th if the Democrats take the House and the Senate.
Yeah, the fact that this individual is making geopolitical decisions around the fate of the West on a whim, and he's blaming the president, the president's blaming him. You don't think every... no, right now no representative and a third of the senators want to raise their head above the parapet and piss him off because he might dump $200 million into their competitor's campaign. On November the 4th, you are going to see the mother of all subpoenas and requests for him to come testify before Congress, right?
I mean, it's just... they've already said it. Save your communications about this Ukraine thing. I think was the final straw for a lot of people, although it shouldn't have been the final straw. I mean, it should have been the final straw. And you know, he's done this before. He said my heart was seething with hate or filled with hate, or I don't know. And you know, I got a few really strange phone calls. I wouldn't call them death threats. They were not nice. They were not nice. And of course, over on Twitter, all the VC stans of his are just like losing their minds because they're all such, you know, they're just suck-ups and acolytes in a way that's really unattractive. And it's just nuts. It's a nuts thing to do. And he should be able to, you know, if you can't stand the heat, Elon, get the [__] out of the kitchen. I don't know what else to say.
But there is also... I'm one who doesn't like to throw around the word misogyny. I think it is overused. I think oftentimes misogyny is Latin for "I don't have a rational defense, so I'll just call everything I don't like misogyny."
I think it is overused. Having said that, it does appear that there is a pattern that when a female reporter or a female journalist is openly critical of the president or Musk, there is a different DEFCON level of anger. It is impossible not to connect the dots that he has a tendency to call a woman piggy. Not an overweight man, not an overweight journalist, but a woman he will call piggy. He seems to be obsessed with younger, kind of attractive females, you know, Jess and Kaitlan. One, I'm not as famous as you, but there seems to be a pattern with these guys that women who come for them get a much more gut-wrenching, visceral response than men who say the same or worse.
Oh, yes. We've noticed the violent stuff is really weird, and it's always swords. It's so cosplaying a four-year-old. It's like...
It's as if he's... I don't... It's like he's acting like a guy who's addicted to ketamine.
Okay. Yeah. Well, you think I...
That's what it feels like to me.
Allegedly, I think it's...
Allegedly, based on reporting like from The Wall Street Journal and a ton of other outlets.
I will say, we're going to get to... we got to go in a second, but I got a lot of notes from people, well-known people, that were like horrified. I'm like, why don't you say something to him? Like, really, you should.
That's the thing. Yeah, I am so sick of people texting me and saying whether it's on... whether it's on, you know what, pick your topic. Yeah.
And they say, "You're absolutely right here." I'm like, "Okay, where the [__] are you, boss?"
Thanks for the text. Thanks for the text.
Calling you Ari Emanuel. Maybe you should speak with your friend since you never write about his terrible behavior. All right, Scott, we got a lot to get to today. First, I want to talk about SpaceX and Tesla earnings. I shall talk about Elon, although he threatens me. SpaceX shares surged after the company reported record third-quarter revenue of $14.6 billion, up 161% from a year ago. The company also reported $4.4 billion in net income, reversing a loss of more than $1 billion a year earlier. Moving on, Tesla beat Wall Street's third-quarter earnings expectations, reporting $28 billion in revenue, even as its core automotive revenue fell 3% from a year ago. That continues, as you noted, it would. Net income, of course, dropped 29% to $787 million as Tesla ramped up spending on AI and its Optimus robots. You know, in anticipation, as I predicted, of this SpaceX and Tesla merger, they formed a special committee to explore that. I mean, of course, that's what they're going to do because data is the game for this company now in all aspects. That's the bet he is making. Of course, a lot of the money from SpaceX is from selling compute. So if there's any weakness in the AI sector, it'll be a problem for that company. And by the way, Elon also reportedly did order a slowdown of Ukraine's military-grade Starlink service last week, according to The Wall Street Journal. Besides being heinous, it's also a business problem. People are going, you know, the head of Delta doesn't want to do business with Starlink. Lots of Europeans don't, the Canadians don't. So it could actually hurt the business. So take it away, Scott Galloway, Mr. Earnings.
So I'm not going to talk about valuation. I would argue that both Tesla and SpaceX, you're paying just an enormous narrative premium. But let's just talk about the business. SpaceX is literally a rocket ship. Its revenue is about $14.6 billion, up 161%. Net income of $4.5 billion. The AI business is now more than half of revenue, up 9x. Starlink: $5.2 billion in revenue at 45% operating margin with 14 million subscribers. Now, there's some fear here. Capex was almost $20 billion. Two customers are 38% of revenue. So essentially SpaceX is a phenomenal business with the same problem a lot of these AI companies have. It's got a concentration problem, and also it's a cash bonfire.
SpaceX, can I note that because they missed their Q3 results, people are calculating missing free cash flow. They need money. They need money, as you said. They're burning money.
Correct. The fears around these companies is, will they ever be able to justify the capex? That's a fear across all of AI. This company, no doubt about it, is... and then again, distinct to the valuation, which I would argue is insane, it is firing on all 12 cylinders right now. Tesla is different. Tesla, the revenue is flat, operating income down 56% to about a 3% margin, with regulatory credits down 73%, which made up the majority of its profits pre-Trump canceling those credits. The P/E has gone from 30.5 to 33. So this is an automobile company where the industry trades at an average of 18, and it's trading at 33. The deliveries were flat to down. So basically, you can't even talk about valuation on Tesla. It's a religion, and it has about $3 million in market cap per car delivered last quarter, and most car companies get about, you know, tens of thousands, not millions, per car in market cap. He is the reason they're doing this merger, and the merger is going to happen because what you have here is, call it special committee, call it shareholder loss, there'll be lawsuits...
The reality is the bride, the groom, and the officiant are the same person here, so this marriage is going to go through, and the special committee is a kabuki dance. It's just all show, it's all posturing to try and act as if this is somewhat legitimate or check an SEC box, you know, in Sex and the City. And by the way, Kara, I know you know this about me: I'm a Sex and the City girl. I love Sex and the City. And Carrie's dating Baryshnikov, and he keeps saying, "Well, after this art showing, we'll get to do this. Well, after this." And she meets with an old girlfriend. He says, "Why did you break up?" And she says it was always, she got sick of hearing, "When this happens, we'll get a chance to spend more time together." Elon Musk is essentially the master at saying, "Oh, wait. I got a shitty auto company that's just a high-capex, low-margin business. But wait, we're going to have autonomous. Oh, wait, it's clear my autonomous dreams aren't coming through. Wait, we're going to have robots. Oh, wait, the robot thing is pie in the sky. Oh, we're going to merge it with SpaceX and get data and create the ultimate autonomous space connectivity automobile autonomous company." And he really is masterful at this. And you not only need to do it for investors, you need to do it for employees. Something I do every year in Q4: I say next year is our year of video, and this is why it's going to increase the value of the company and why the value of your options are going to go up. Then I say the next year, this is the year of subscription revenue. We're launching on Substack, and a revenue mix multiple is why your options are going to be worth more money. So it's not only always painting a vision that gets people excited. It's not only for shareholders, it's for people joining the company. And he's amazing at this because basically Tesla has run out of rabbits to stuff into a hat here. So he's created a new narrative and said, "Oh no, we're going to be part of SpaceX, and we're going to bring a lot of top-line revenue to SpaceX. There'll be some synergies."
There's also some things in it for him in terms of the things he has to meet to get more money from them. But go ahead.
Yeah, and he's going to paint a vision. It's going to increase his control of the company. You're being asked, with SpaceX, you're going to be asked to buy the most expensive car company in history at 32.8 times earnings. SpaceX shareholders essentially are bailing Tesla out, and that is Tesla has run out of rabbits, and this is the new one. You're going to be part of this unbelievable company that's growing fast, and they'll figure out a way to spin the yarn there. Khi says there's a 48% chance it closes before March, 81% before 2028, according to Khi. Now, the existential threat here that people aren't talking enough about, and you referenced it at the beginning...
Yes, that's what I want to get to. What? There are two of them. What? I think I know what you're going to say. The first one is...
Oh, the biggest one, hands down. And I'm a capitalist. I don't believe in taking stakes in Intel. I don't believe in Obama funding Solyndra. I think the private market, generally speaking, does things better. Some things it does worse, for example, healthcare and the Navy. But I think there are going to be calls to, if not massively regulate, potentially even nationalize Starlink. When you have an unelected representative throttling back the ability for a nation to defend itself, and it doesn't know that when inbound projectiles are coming in from Russia and it starts to launch its defense drones, and the defense drones don't work because Starlink, without their knowledge, has been dialed, throttled back. Oh my gosh, you have some 'splaining to do.
Yeah. No Democratic congressperson or senator right now wants to raise their head above the parapet and potentially inspire his ire and get a couple hundred million dollars to go to their competitor once November the 4th happens.
Well, they are actually... that's not true. There's been about a half...
But even Republicans... Oh my, there was two Republicans already.
We haven't seen anything yet.
There are so many elected officials waiting to haul that guy in front of Congress.
But more than that, isn't it also, speaking of capitalism? Look, Canada is looking for other partners, but Starlink, Europe is, Delta is like... there's a lot of movement. I don't want to use this guy's stuff because he could turn it off in any part. They could take it against me. Is that a risk from your perspective?
And he's fighting in India with the world's richest Indian, I think.
Once Europe had an option in EVs. Let's be clear, he was first. He made the best EV in 2017. They had the best EV in 2020. They had the best EV. Now the BYDs in Europe, Tesla's sales are plummeting. The moment Europeans had an option. Right now there is no option to Starlink. And what do you know? Europe is talking about binding together to create the equivalent of Airbus, and that is, Airbus was essentially a response to Boeing. Europe said, "How come the Americans and this American company, which has been subsidized fairly by military contracts, controls the entire market for commercial jet transportation?" So they bound together and they actually created an incredible company called Airbus that, in my view, now produces a superior plane. They are starting to talk about getting together, and also Amazon is coming for that business. But the Europeans, as soon as there's an option in these countries to Starlink...
That's, I mean, will take care of it and his...
Maybe even before that, though, right?
I predicted this: you're going to see a nation ban Starlink. You're just going to say, we've had it with this guy. The greatest export of Elon Musk isn't EVs or connectivity, it's political division. When he starts riling up far-right people in Germany, you got to think that at some point the moderates in Germany are going to, you know what, boss, we [__] you. You're seeing it. I mean, the Delta guy got all kinds of [__], and he's again, he's attacking this very wealthy guy in India. Everything is done with like a bullying manner. It is not going to go well.
Let me say, I think the bigger... and I agree this is a risk that people just, I don't want to do business with this fella, essentially. But one of them is what happens if AI goes bust? Because as I read those results from SpaceX, it's them selling compute that he's been building. That's what they're making money on is selling compute. And if there isn't an endless, bottomless need for compute, and maybe there will be, or if there's some sort of breakdown with the AI market, Ken Griffin talked about it quite eloquently this week. If there's some breakdown, this is at the heart of this surge that they just had.
I wonder if it just all happens at once. There's regulatory, there's... they missed their first revenue growth, and then basically people say, "Okay, this is a great company with incredible regulatory risk that should get X valuation, not 10x valuation." And so this is... and he's going down. I just don't understand his logic around some of the moves he's made. I do think, you know, I always think these guys have gone a bridge too far, and I found out, oh no, there's a thousand more bridges they're going to cross.
Yeah, Ukraine would seem to be the...
Ukraine has a lot of Republicans pissed off.
And then you see those images of the woman taking her injured infant out of an apartment building that was shelled. And we find out that the... I mean, imagine how the Ukrainians feel. They were about to launch their drones with Starlink technology, their defense drones to try and shoot down incoming projectiles, and they don't work.
And even Trump's blaming Musk, Musk is blaming Trump.
You know, everyone's pointing the finger at each other. Anyways, the existential risks here are like you talked about, or we've been talking about, and that is regulatory blowback, loosely called that. And also all of these companies face the same risk, and that is, will the return on their capex ever really be there? Because the capex is just extraordinary.
I recommend listening to Ken Griffin talking about it. I find him... he's a strange kitty cat, but he's very smart.
Anyway, we'll see what happens. We will see what happens with this, but just keep an eye on it because it matters to the whole economy. Okay, Scott, let's go on a quick break. When we come back, Meta's earnings and the new plan to keep Mark Zuckerberg in control of the company.
Support for the show comes from Attio. There are sales teams out there who never seem to stop moving. Always a step ahead, always on the number, working with a level of precision that doesn't seem normal. It's no secret they're on Attio, the agentic CRM. Attio runs the work behind every win. It's built for humans and agents, with the guardrails of human software and the scale of agentic infrastructure. Every customer signal your team needs is captured in high resolution, always current and always compounding. Then watch Attio's agents and workflows go to work building pipeline, chasing every buying signal and moving deals forward 24/7. And whether you're in your browser, Slack, Claude, or in your inbox, Attio meets you wherever you are. This is the frontier of go-to-market. Teams like Parallel, Turo, and Wordsmith are already turning to Attio to set the pace. Now it's your turn. Try Attio for free by going to attio.com/pivot. That's attio.com/pivot.
Support for the show comes from DeleteMe. In the age of AI, we're all vulnerable to scammers using our personal data against us, especially since it's all floating around the internet. Here's what you do to better protect yourself. Go to joindeleteme.com/pivot and enter the code pivot. You'll get 20% off DeleteMe. DeleteMe removes your personal information from data broker sites that sell it online. I have used DeleteMe for a long time. I love their dashboard. It's really smart. The problem is I find out terrible things about how my data is being abused online, including putting stuff together where I used to live, my family members, other things like that. Much of it is actually inaccurate, but at the same time, it really makes me feel very vulnerable. And now, since everything is so digitized, it's really important to keep on top of this stuff. Take control of your data and keep your private life private by signing up for DeleteMe. You can get an individual plan for a little over $8 per month. The discounts get even better with a 2-year plan or when you enroll with your partner or family. Now, at a special discount for our listeners, get 20% off your DeleteMe plan when you go to joindeleteme.com/pivot and use the promo code pivot at checkout. The only way to get 20% off is to go to joindeleteme.com/pivot and enter the code pivot at checkout. That's joindeleteme.com/pivot, code pivot.
Scott, we're back and we've got more earnings to get to. Meta just reported strong third-quarter numbers with revenue jumping 26% to a record $64.6 billion, beating Wall Street expectations. Profit did take a hit from a $10 billion legal charge tied to the company's settlement of social media addiction lawsuits. There's more to come. A New Mexico judge just ordered Meta to pay $25 billion for deceiving users about its data privacy practices. And by the way, there's more to come. That is its greatest risk right now, I would imagine. Meta announced then a two-for-one stock split that'll create a new set of Class C shares to help fund AI spending and keep Mark Zuckerberg in control of the company, because that's how he likes it. The new shares come with a commitment from Zuckerberg to stay in California. He was threatening to leave while giving him a way to pay the state's proposed billionaire wealth tax if it passes. You know, it's a trick to keep him there. And also, meanwhile, Joel Kaplan, Meta's head of global policy and one of Mark Zuckerberg's closest advisers, is leaving the company next year after more than 15 years. Kaplan, a former senior adviser to George W. Bush, helped shape Meta's policies on free speech and content moderation. He also played a key role in repairing Meta's relationship with Trump. The timing of his announcement, just weeks before midterms, is raising questions whether Meta is anticipating a blue wave and trying to get ahead of it. Though Casey Newton pointed out in Platformer, Kaplan isn't leaving because he fears Democrats, he's leaving because his work is done. He's been the most influential in removing all moderation and backing conservatives for sure. And the person taking his place, Dina Powell, another lawyer there also, but she's a very... she's the softer side of Facebook in a lot of ways. And I don't mean that in a sexist way. She's just very well-liked. Joel is very controversial and probably wouldn't do as well in a democratically controlled congressional situation. Thoughts on the earnings, a little trick to keep him in California, and where he has lovely homes. I think he probably wants to stay there, too. And also Joel...
I mean, I've said this three or four times in a row, Meta's earnings are nothing short of remarkable. On a huge base, up 26%. Ad prices up 14%, impressions up 10%, while headcount was down 15% while revenue grew 26%. That's kind of AI efficiency in one sentence: fewer people, more money. I mean, it's just the most seminal earnings call of the AI age was, I think, six earnings calls ago when Meta said we grew 23% with 20% fewer people. That's everyone's fear. That's every politician's and citizen's fear, while every shareholder's dream, that they're going to be able to just make more money with fewer people. The legal bill again, $25 billion from New Mexico. So they've been handed about $45 billion in legal costs this year, and that's in penalties. That's roughly a third, though, of its capex budget. So, you know, you could honestly say for the first time harming teenagers is showing up as a line item that matters, but it's still not enough disincentive to really change their behavior, I would argue.
Yeah, it will be. I say it will be.
I think so. And hopefully this is just the start. Their capex, like again, back to everything else here, the fear around all of this is that we're in an arms race. $35 billion capex for the quarter. That's 54% of revenue. Year-to-date free cash flow as a result has fallen from $30 billion to $11 billion. And you know, this is... I don't think there is a company that has better proven the opportunity of AI for business than Meta. And let me just say this personally, and I want to ask you this: I have found in the last six months I am increasingly addicted to Instagram and Reels. I feel as if they literally go inside my brain and figure out what 30-second hit of dopamine I want next at exactly the right time.
I think it's a great product. I do. Of all of the social media products, if you do it right and you get the right algorithm, it's not hateful, whether it's Threads or Instagram. If you get it correct, it's a terrifically made product. It works well. There's some problem with sharing. I'll be there's some slowness. They haven't been developing features on Threads because I don't think it matters to them, but I think it's a good product. Meta AI, if you've noticed, as I noted, it would happen. Everybody signed up. Not as many people are using it. It'll still be a significant business for them. It's not dumb like some of their ones they had to abandon, like their dating service or things like that. I still wonder if Meta AI will catch on or not. I'm not so sure it will. But we'll see if people are depending on... if people find a real use case for it. But it's well done. It's well done and vaguely creepy. So everything they do is really... and that's why these numbers are great, right? I think, you know, in the case of Tesla, Elon lost the attention span and he made a Cybertruck, not a better, smaller car to compete with BYD. Mark does keep his eye on the ball on the products, and has had some significant misses. I mean, their metaverse thing was just a disaster. Their phone wasn't so great. They have a list of things they've sucked at. But in general, in their core business, they're... including advertising. I find the advertising very pertinent to what things I want. I often buy things off of Meta, which is interesting, or want to. But you know, still they won't change. And you know, Kaplan's sort of leaving. And I think Kaplan... I have, you know, I think he's been very effective in a way that I find really not great and distasteful even, what he's done to try to please Trump people. And it's in his own... by the way, he wants to do this. So I think they're getting ready for a more hostile political environment by putting in something like Dina. But I do think these social media lawsuits are going to continue and be a real problem going forward. Kaplan probably got paid $200 or $300 million to do one thing, and that was repair the relationship and advise, you know, okay Mark, after the attempted assassination, say that Trump was a badass, say this, say this, go to the thing, do this, donate to this. He basically repaired or got Meta out of the crosshairs of the Trump administration.
All of this stock stuff is essentially gymnastics such that if Prop 40 passes, which Cali says only has a one-in-four chance of passing, but if it does pass, he would have to come up with $12.5 billion, which likely means he needs to sell stock. So all of this is gymnastics such that if he has to do that, he doesn't lose control of the company. So through a series of issuing non-voting stock, I don't... I think it's...
He controls the company now. He controls it now. So he can do this, right? He wants to stay in California. He likes Tahoe. He likes his house.
He likes California. He always has.
Well, on a larger level, for all the bitching and moaning and reporting from Fox about the hellscape that is California, the people with the most options of any humans ever alive on this planet choose to live in, wait for it, California. All those taxes, all those homeless. I'm a billionaire. I could literally live on any plot on God's green earth, and I choose to stay in Malibu or Woodside or La Jolla. Why?
Because [laughter] California is [__] amazing.
And yeah, it's not perfect. It's definitely got issues.
But most of these guys, for all their bitching and moaning, most of them when they quote-unquote move, move just long enough to qualify for residency in Florida or Texas...
Yeah, such that they can have a lower tax rate. But anyone who spends... anyways, I'm not going to be an ad here for California.
He loves California and Hawaii. I knew he would stay. That's the one I...
Well, some of them do like [laughter] going to Nevada. Some of them do like going to...
Where, come on. Who you think Sergey is just loving? He's just loving... he's loving Reno. I love the vibe in Reno. [laughter]
Yeah. But Mark in particular loves California. He really does. Let me say, I would recommend reading Casey Newton's piece on it because Joel Kaplan really has been like a really... Oh Joel, have lunch with me Joel. Finally, you chicken [__]. He plucked his couple hundred million bucks to sell his soul. And you know what? It was worth it.
Remember he sat behind, what's his name? The Supreme Court. And he shouldn't have been there. And he had...
Kavanaugh. They're friends. Whatever.
I just love the look of Kavanaugh's wife. Like, oh, I... that's just my favorite look.
I just...
Anyway, we have to go on a quick break. Anyway, when we come back, we'll talk to a very special guest, Scott's cuddle partner, Sacha Baron Cohen.
Support for the show comes from Framer. The future of website building is seamlessly blending in all the tools we have available. And you can use a platform that has it all and stays useful even after you launch. That's what Framer is. Framer is the AI website builder that helps creators, teams, and businesses ship production-ready sites faster than ever while getting every detail right. You're able to prompt, inspect, edit, and publish in one place at a whole new pace. On Framer, agents and humans work in tandem. Agents bring speed and scale while people bring taste, judgment, and control. And all that takes place in the same workspace where the real site is designed, managed, reviewed, and published. Everyone's ideas land on the canvas, stay editable, and can be published when the team is ready. Framer is an enterprise-level solution. Thousands of businesses, from early-stage startups to Fortune 500s, are choosing to build their websites in Framer, where changes take minutes instead of days. Learn how you can get more out of your site from a Framer specialist or get started building for free today at framer.com/pivot for 30% off a Framer Pro annual plan. That's framer.com/pivot. Rules and restrictions may apply.
Support for the show comes from Harvey AI. It starts with a handshake. Two people find common ground and shake on it. A word becomes an agreement. An agreement becomes a contract. A contract becomes bound by law. For centuries, law has made our promises durable. Agreements are how we live side by side, settle our differences, build businesses, and move forward together. Today, Harvey, the AI platform designed specifically for legal work, is writing the next chapter of that legacy, helping lawyers handle those agreements more effectively and bring their expertise to more people. Harvey is trusted by more than 3,000 customers across 70 countries. More than 200,000 lawyers, 80% of the Am Law 100, and 20% of the Fortune 500 are all building with Harvey. They're accelerating review, sharpening negotiations, uncovering insights, drafting first responses, and more. And they're doing it all in one secure place built for legal teams. This is how the future of agreements is being crafted now. Learn more at harvey.ai. Harvey does not provide legal advice. Users should always independently review and verify any output from Harvey.
Scott, we're back and here to join us is Sacha Baron Cohen. We were just talking about the word [__], but we're going to move on from that, and actually it's a good thing to start with because your movie, your directorial debut...
I think you're going to call me one. Okay.
No. All right, fine. You [__]. But your directorial debut, Ali G, which you wrote and star in, is in theaters today, and it is a lot about what you say and what you don't say. Let's watch a clip from the film before we jump in. You are the indigenous...
people of this country. You must keep this country true to what it always was.
Do not be fooled. These immigrants are not coming here to mow your lawn, trim your trees, rake your leaves, clean your house, care for your babies, your parents, bust your tables, wash your cars, pick fruits and vegetables in the fields, clean your hotel rooms, schools, offices, hospitals, paint your houses, build your fences, operate slaughterhouses, install your roofs, drywall, plumbing or electric. They are coming to kill you.
Oh god, that was so good. [laughter]
First question I'm going to start. Why are you friends with Scott Galloway? No, you can't.
He's the only person taller than me.
He's my life coach. Yeah.
Uh-huh. [clears throat] How so? What's his best piece of advice? Don't listen to Scott Galloway. What?
Breathe in and focus on what you can control.
Okay. I mean, basic stuff that you would pay like an amateur shrink for.
Because I'm English. I've never heard this stuff before.
