Scott and Kara call the Roadster demo a circus act timed before Tesla's Q3 results. They note Tesla deliveries fell in 2024 and 2025, BYD passed Tesla in EV sales, and Musk showed a car nobody can buy until 2028. He announced no price for it.
Scott Galloway says the first 1,000 founder-series Roadsters sold at $250,000 each, and Tesla has sat on that customer money for almost nine years. That is $250 million in deposits. The fine print says Tesla cannot guarantee delivery, and inflation has eaten much of the money.
Trump paused sanctions in a new bipartisan bill that passed the Senate 86 to 11, saying it was in the national interest. GOP Senator Tom Tillis called it beyond irresponsible, and Zelensky said it rewards Putin. Even Republicans like Ted Cruz and Nikki Haley criticized the move.
Reports say Putin is floating a summit with Trump and Xi; Scott Galloway says if Zelensky isn't at the table, Ukraine is on the menu. He compares abandoning Ukraine to partnering with 1940s Germany, notes most Americans side with Ukraine, and calls it the administration's most damaging long-term decision.
Kara Swisher says Bella Bajaria oversaw Netflix's $20 billion content budget and handled layoffs before being replaced. She notes the co-CEOs and CFO survived despite Netflix's stock falling 40% and growth slowing. Scott Galloway says fall guys happen, Bajaria will be fine, and she will get offers.
Scott Galloway says members Vance, Bessent and Hegseth have not built, trained or studied an AI model. He argues any credible regulator needs technical expertise, enforcement teeth and independence from companies; this group has none of the three. He calls it symbolic delay and obfuscation.
Scott Galloway says export restrictions are the tell: the administration wants leverage over AI companies, not safety. He calls it trade policy replacing regulatory policy meant to prevent a tragedy of the commons. Officials are floating export restrictions to pressure companies into compliance; he says that is not safety.
Scott Galloway says giving one SpaceX share to 73 million U.S. kids would create retail shareholders rooting for the company, calling it customer acquisition rather than philanthropy. Kara Swisher argues Musk should be taxed properly and let people decide whether to buy shares themselves.
Scott Galloway endorses an Ackman-style $7,000 baby bond invested in a low-cost index fund. He says at 9%–10% annual returns it could reach $1 million by age 65, making Social Security unnecessary, lowering interest rates, and making the world more affordable, similar to Australia's retirement system.
Scott Galloway says Ukraine scaled from a handful of drones to roughly 2 million in 2024, with $500 drones destroying $3–5 million tanks. Sea drones sank most of the Black Sea Fleet, and the battlefield casualty ratio shifted from 1-to-2 to 1-to-8. He calls it asymmetric.
Scott Galloway says YouTube is now 14% of all streaming versus Netflix at 7%. Netflix fears its stock will trade like a media company, so it needs shorter content, sports or podcasts, not just more iconic shows. He says people aren't hungry for the same buffet.
Scott Galloway says CEOs should keep politics and nonprofits to themselves and maximize shareholder value. He proposes a 40% alternative minimum tax on high earners and large companies, letting elected representatives allocate the money. Kara Swisher says Musk should just give money away to help people today.