Nvidia Earnings Show AI Bubble Isn’t Popping… Yet | Pivot

Pivot with Kara Swisher and Scott Galloway November 21, 2025
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Pivot with Kara Swisher and Scott Galloway

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With great power, comes great scrutiny. Every Tuesday and Friday, journalist 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. From New York Magazine and the Vox Media Podcast Network. Apple: https://podcasts.apple.com/us/podcast/pivot/id1073226719 Vox Media Podcast Network: https://podcasts.voxmedia.com/

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Kara and Scott discuss Nvidia’s latest earnings report, Meta’s major antitrust victory, and President Trump signing the bill to release the Epstein files. Then, Elon Musk makes a White House appearance, Trump defends Saudi Prince Mohammed Bin Salman, and the deadline for Warner Bros. Discovery bids arrives. Timestamps: 0:00 Intro 1:06 Nvidia’s Blockbuster Earnings 10:23 Meta Monopoly Verdict 16:22 Trump Signs Epstein Files Bill 32:03 Musk Back in Politics 32:16 U.S.-Saudi Diplomacy and Dealmaking 40:13 Warner Bros. Discovery Bids 01:00:47 Predictions Producers: Lara Naaman Zoë Marcus Taylor Griffin Video Producer: Manolo Moreno Vox Media's Executive Producer of Podcasts: Nishat Kurwa Subscribe to Pivot on Apple Podcasts: https://podcasts.apple.com/us/podcast/pivot/id1073226719 Subscribe to Pivot on Spotify: https://open.spotify.com/show/4MU3RFGELZxPT9XHVwTNPR Follow us on Instagram and Threads at: https://www.instagram.com/pivotpodcastofficial/ Follow us on TikTok: https://www.tiktok.com/@PIVOTPODCAST Send us your questions by calling us at 855-51-PIVOT, or email [email protected]

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