Yesterday
Nvidia CEO's Spy Scandal, JD Vance’s 2028 Problem, and America’s Brain Drain
Kara and Scott are live in Denver for the final stop of Pivot Tour 2026! They unpack NVIDIA CEO Jensen Huang’s affair with a suspected Chinese spy and its implications for the company, the AI industry, and national security. Then, how the midterms are reshaping the Republican fie ... Show More
1h 16m
Nov 8
Stephen Miller’s Promotion, Big Tech’s Reality Check, and Guest Harvey Levin
Kara and Scott are live in Los Angeles! They unpack Stephen Miller’s promotion to chief of staff, the post-election stock market roller coaster, and the ongoing backlash against data centers. Then, what L.A.’s mayoral shake-up means for the city, and a farewell to the Cybertruck. ... Show More
1h 10m
Nov 6
Blue Tsunami: Dems’ Next Move, Wall Street Reax, and Guest Amy Klobuchar
Kara and Scott are live in Minneapolis, surfing the blue tsunami! They unpack Democrats’ sweeping midterm victory, Wall Street’s reaction, and Elon Musk’s costly election bets. Plus, Minnesota Governor-elect Amy Klobuchar joins to discuss her historic win, accountability for ICE, ... Show More
1h 22m
Oct 2025
Loads of Vultures: Funds, Agents, Bets
Matt and Katie discuss multistrategy hedge funds, talent sieves, agents vs. headhunters, hedge fund managers' sense of their market value, agents for AI researchers, same-game parlays, sportsbook market structure and football betting ETFs.See omnystudio.com/listener for privacy i ... Show More
31m 7s
Sep 2020
Ben Thompson explains TikTok, Trump and China
Stratechery’s Ben Thompson sits down with Recode’s Peter Kafka to unpack what Oracle's proposed TikTok deal actually means, and why removing China's oversight is a good idea. Featuring: Ben Thompson (@benthompson) author and founder of Stratechery Host: Peter Kafka (@pkafka), Sen ... Show More
23m 3s
Nov 2024
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ... Show More
52m 16s
May 2023
Jonah Peretti, Nick Denton and Ben Smith on digital news’ past and future
It’s our first four-way pod, featuring BuzzFeed founder Jonah Peretti, Gawker founder Nick Denton, and Semafor founder (and former editor-in-chief of the recently shuttered BuzzFeed News) Ben Smith, who wrote a book about them both. Peter Kafka talks to all of them in conjunction ... Show More
36m 30s
Nov 2025
Trump vs Mamdani, Pelosi Retires, Epstein & Comey's Deal + Shapiro SLAMS Tucker | PBD Podcast | Ep. 680
Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick discuss Trump calling out Zohran Mamdani, new revelations about Epstein and Comey’s secret deal, and Ben Shapiro slamming Tucker Carlson in a fiery exchange shaking up conservative media.------🖊️ VT AUTOGRAPH COL ... Show More
2h 24m
May 2021
Timcast IRL #297 - New Study Claims China MADE COVID, Fauci Says Maybe w/David Reaboi
Tim, Ian, and Lydia join commentator, national security and political warfare analyst, Twitter pugilist, and author David Reaboi to break down the most recent development in the Covid scandal saga, tech groups who are trying to sue Ron Desantis for stopping their power grabs, gai ... Show More
2h 5m
Kara and Scott discuss the tentative deal between Hollywood writers and studios, and what it means for the future of the industry. They also talk about GOP attacks on misinformation researchers, as well as the hedge fund making billions betting against FTC Chair Lina Khan. Friend of Pivot Mathias Döpfner stops by to talk about the future of media and his new ... Show More
