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

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

Pivot · Feb 10, 2026

Pivot unpacks Big Tech's $660B AI spending spree, crypto's deep freeze, and the Super Bowl ad blitz. Plus, media mergers & a message for Jeff Bezos.

Digital Activism Still Needs Traditional Media to Sustain Momentum

Scott Galloway's "Resist and Unsubscribe" website traffic was declining until he appeared on traditional media outlets. This drove a significant resurgence in visitors, proving legacy media is crucial for amplifying and sustaining digital-native protest movements.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

Regulatory Bodies Are Increasingly Used as Political Weapons, Not Consumer Shields

From Trump's endorsement of media mergers that benefit him to politically motivated FCC probes, regulatory agencies are being weaponized. Their purpose is shifting from independent review for consumer benefit to tools for rewarding allies and punishing political enemies.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

Treat Bitcoin as a Volatile Diversifier, Not an Ideological Investment

Despite personal losses and skepticism, Scott Galloway suggests allocating 1-3% of a portfolio to Bitcoin. The rationale isn't belief in crypto's mission, but its established role as a legitimate, highly volatile asset class that can provide non-correlated diversification.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

Ailing Media Giants Need Drastic Consolidation, Not Just Innovation

Scott Galloway argues that saving a brand like The Washington Post requires more than reinvention. The key is aggressive consolidation (e.g., merging with Bloomberg or NYT) to eliminate overhead and fix an unsustainable cost structure, possibly via a prepackaged bankruptcy.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

Big Tech's $660B AI Spend Creates an Insurmountable Barrier for Startups

Amazon, Google, Meta, and Microsoft are collectively spending $660 billion on AI infrastructure in one year. This sum, equivalent to building the US interstate system, creates a capital expenditure moat that no startup or smaller competitor can cross, cementing their dominance.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

Niche Romance Novel Fans Fueled the Mainstream Success of “Heated Rivalry”

The TV show “Heated Rivalry” found initial explosive success by catering to the massive, pre-existing fanbase of a romance novel series popular with women. This proves that niche but passionate communities, often ignored by male-dominated media gatekeepers, can launch mainstream hits.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

“Early Decision” University Admissions Is a Price-Fixing Tool That Hurts Families

Elite universities use "early decision" to tempt applicants with higher admission rates. The catch: accepted students must attend, losing all power to negotiate financial aid. This lack of competition allows universities to inflate prices unchecked, creating artificial scarcity that benefits the institution.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

A Single Subscription Cancellation Can Wipe $10,000 From Big Tech's Market Cap

Scott Galloway's "Resist and Unsubscribe" movement highlights the leverage individual consumers have. Each cancellation directly hits subscription revenues, which the market punishes severely, creating significant market cap loss from a small, individual action.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

Super Bowl Ad Saturation Is a Leading Indicator of a Tech Bubble Burst

History shows that when a tech sector dominates Super Bowl advertising, a market crash follows. The dot-com bust followed the 2000 Super Bowl, and the "Crypto Bowl" of 2022 preceded crypto's collapse. Today's AI ad-spend may signal a similar downturn.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

Prediction Market Apps Are Stealing Market Share From Sports Gambling Platforms

While sports gambling apps from DraftKings and FanDuel saw only 100,000 downloads, prediction market app Calci spiked to 4 million. This suggests a significant transfer of consumer speculative interest from traditional betting to more diverse prediction markets, disrupting the gambling industry.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

Job Survival in the AI Era Depends on AI Being a Complement, Not a Substitute

AI won't take your job, but someone using AI will. The critical question is whether AI augments your skills (like ATMs for bank tellers, leading to more hires) or replaces your core function (like word processors for secretaries). Focus on roles where AI is a complementary weapon.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago

Amazon's Tax Bill Dropped from $9 Billion to $1.2 Billion Under Trump's Tax Law

Despite a 45% profit increase, Amazon's corporate tax bill fell by 87% (from $9B to $1.2B) due to Trump's new tax law. This demonstrates the immense financial impact of lobbying and favorable tax code revisions, like expensing capital expenditures, for large corporations.

AI Spending Spree, Crypto Winter, and Kara's Message to Jeff Bezos thumbnail

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

Pivot·9 days ago