89 episodios

Every Tuesday and Friday, Recode’s Kara Swisher and NYU Professor Scott Galloway offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. They make bold predictions, pick winners and losers, and bicker and banter like no one else. After all, with great power comes great scrutiny. Produced by Recode and the Vox Media Podcast Network.

Pivot Recode

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Every Tuesday and Friday, Recode’s Kara Swisher and NYU Professor Scott Galloway offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. They make bold predictions, pick winners and losers, and bicker and banter like no one else. After all, with great power comes great scrutiny. Produced by Recode and the Vox Media Podcast Network.

    The EU takes on AI, the US vs. Huawei continues, Airbnb is in the red, and a Friend of Pivot on your children’s data privacy

    The EU takes on AI, the US vs. Huawei continues, Airbnb is in the red, and a Friend of Pivot on your children’s data privacy

    Kara and Scott talk about the big players in Silicon Valley headed to the EU where they are debating new regulations on artificial intelligence. In more foreign affairs and tech, they talk about the US bringing charges against Huawei for federal racketeering. Airbnb was once a rare profitable "unicorn", but now, ahead of their expected IPO, they're in the red; Kara and Scott talk about how and where they are allocating their money. In Friends of Pivot, Kara and Scott have a conversation with Stanford professor and co-founder/CEO of Common Sense, Jim Steyer, about how to protect our children's data privacy and what the government's responsibility is in this issue (SPOILER: we should repeal Section 230).
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    • 59 min
    Amazon pays taxes (and fights for JEDI), SoftBank gains on Sprint and what ClassPass tells us about the fitness economy

    Amazon pays taxes (and fights for JEDI), SoftBank gains on Sprint and what ClassPass tells us about the fitness economy

    Kara and Scott talk about what it means for Amazon to be paying (minimal) taxes, as Jeff Bezos is "going Hollywood", and the company battles with the government over JEDI. They also revisit Google's quiet dismissal of top executives -- the company's longtime head of HR left this week. This week, the FTC ordered the big tech companies -- Facebook, Amazon, Google, Microsoft, Apple -- to hand over information about all the mergers and acquisitions that were too small to report over the past decade. In listener mail, we hear about Class Pass -- the decade's first "unicorn" -- and the fitness industry in general. Scott predicts that eventually India will ban Facebook.
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    • 55 min
    The Oscars' rebrand, Uber’s ‘yoga babble’ earnings call, and Friend of Pivot Andrew Ross Sorkin calls Instagram the 'Super App'

    The Oscars' rebrand, Uber’s ‘yoga babble’ earnings call, and Friend of Pivot Andrew Ross Sorkin calls Instagram the 'Super App'

    Kara and Scott talk about The Oscar's and how the award is being rebranded. They discuss Uber's most recent earnings call and whether or not they'll actually be profitable next year. Kara thinks that while the January jobs report showed employment is up, it is a poor marker of success because of wage stagnation. In Friends of Pivot, New York Times columnist and Squawk Box host Andrew Ross Sorkin calls in for a conversation about Instagram, e-commerce and news models of monetizing content.
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    • 43 min
    Tech meltdown in Iowa, Sheryl Sandberg’s engagement (Kara and Scott debate), One Medical and US healthcare disruption and a Tesla prediction

    Tech meltdown in Iowa, Sheryl Sandberg’s engagement (Kara and Scott debate), One Medical and US healthcare disruption and a Tesla prediction

    Kara and Scott talk about technical difficulties at the Iowa caucuses. They disagree about whether Sheryl Sandberg's engagement announcement was a PR stunt or a personal moment. In listener mail they answer a question about One Medical's IPO and other concierge care companies poised to disrupt healthcare. Kara's win is Spotify acquiring The Ringer. Scott's fail is Casper's IPO. In predictions, Scott thinks that in 2-5 years Tesla will come out with its own cryptocurrency.
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    • 49 min
    IBM leadership shuffle, Amazon earnings, plus "Friend of Pivot” Jon Lovett pops in from Iowa to talk Trump’s inevitable ad operation

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

    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.
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    • 42 min
    US budget deficit will hit $1-trillion; AAPL, MSFT, GOOGL, AMZN, FB earnings breakdown; and Britain sides with China on Huawei

    US budget deficit will hit $1-trillion; AAPL, MSFT, GOOGL, AMZN, FB earnings breakdown; and Britain sides with China on Huawei

    Kara and Scott talk about the Congressional Budget Office projecting that the U.S. budget deficit will pass the $1 trillion threshold in 2020. They also get into tech earnings, who did well last quarter, and what we can expect going forward. In listener mail, Kara and Scott talk about Huawei Britain defying Trump's plea to ban their plans for 5G expansion. Kara's win is Michael Bloomberg's ad campaign. Her fail is Facebook's oversight board running late (and not asking her to be a member). Scott's win was media outlets who highlighted Holocaust Remembrance Day. His fail was Chipotle violating child labor laws. And Scott predicts that Uber will spinoff "Uber Eats".
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    • 48 min

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