Pivot Podcast predictions and results - an unofficial running list

An unofficial, fan-compiled list of Pivot Podcast predictions

Pivot Podcast predictions and results - an unofficial running list

Pivot Podcast hosts Kara Swisher and Scott Galloway make predictions on almost every podcast episode. But do they turn out? Here is an unofficial, incomplete, fan-compiled list.

Episode Prediction Result
8/5/22 N/A; no predictions. TBD
8/2/22 Kara briefly reiterates that Elon Musk will have to pay a considerable amount in his dispute with Twitter. TBD
7/26/22 Amazon will get into health insurance. SG @ 1:02:08: "This OneMedical Amazon thing is huge. ... Amazon is going to use smart speakers and the information they have ... to create a digital corpus. ... Healthcare is the ripest industry in the world for disruption, but it's a $3 trillion industry, and within that industry, the ripest of ripe for disruption will be the second place that they will go, and that is insurance." KS @ 1:04:40: "And by the way Walmart's going to get in here (to the health industry)." SG @ 1:05:00: "Walmart's going to go low, and Amazon's going to go high. ... Wealthy people love Amazon, wealthy households." KS @ 1:05:13: "(Federal Trade Commission Chair) Lina Khan is going to come for them (Amazon) on this one." TBD
7/22/22 Elon Musk, once he realizes he will not win his suit against Twitter, will take some actions to increase Twitter's stock price, thus reducing his liability. SG @ 6:28: "He (Musk) might take actions to increase the stock price." SG @ 7:11: "It is stock manipulation ... but they would have to prove he was not genuine about closing, and as long as he said, 'No, I'm ready to own it again ...' ... ." Crypto hasn't reached it's bottom. SG @ 19:20: "Bitcoin appears to have found a floor, and people are saying maybe this is the bottom of the crypto mess, even though I think there's going to be more dominos to fall there." Also, Netflix is more likely to acquire than to be acquired because only a few companies could afford to buy Netflix, and some possible acquisitions would advance Netflix strategically. SG @ 20:27: "I think it's more likely that Netflix goes out and makes some acquisitions. I've always thought that Netflix should acquire Spotify, and then basically they would have the most elegant media subscription company in the world." TBD
7/19/22 Mid-size social media companies will consolidate or be acquired. SG @ 59:20: One or two of Twitter, Snap, or Pinterest won't be an independent company in 12 months. SG @ 1:01:29: "You're going to see something happen in the next 12 months about Snap." TBD
7/16/22 Kara and Scott both argue that the Delaware Court of Chancery will compel Elon Musk to pay a large amount of money in a settlement because of the Twitter deal. KS @ 34:38: "It's going to be a bad, bad summer for [Elon Musk] in Delaware." SG @ 34:40: "If the (Twitter) board were to settle right now, they would be liable and open to shareholder lawsuits because shareholders could say, 'Wait, you have given up my ironclad contract to get $54.20 from the wealthiest man in the world? You can't do that.' So what could happen here is if stock goes below $27/share, this agreement with Musk is now worth more than the entire company." KS @ 38:08: "I'd still think I'm going with the settlement because I think that you never know what this guy is going to do, that's the thing, and I think when you have a feral cat, you back away slowly and get what you can out of it." SG @ 38:21: "Say the chancery court, as I predict they will, will find in favor of Twitter and say he owes them $54.20 per share, then the question is then what? Because the Twitter board and Musk are both gonna go, 'I don't want to own this, you don't want me to own it.' ... They're going to come to a settlement that will be a significant chunk of change." SG @ 51:59: "(The members of the Twitter Board) are going to get their shareholders $54.20/share." TBD
7/12/22 Kara thinks the conflict between Twitter and Elon Musk over Musk's attempt to pull out of his Twitter acquisition will trend shorter and end in a settlement. KS @ 24:25: “I think that is where it’s going to go, is a settlement of some sort, sooner than you think.” KS @ 56:15: “I think they’re going to settle. ... I think they would like him to sell his shares and not buy any more. ... They’re (the Twitter board) very reticent people.” On the other hand, Scott believes it will bend longer and uglier. SG @ 25:42: “I don’t think they’re going to let him off that easily.” ... SG @ 55:07: “This (the disagreement between Twitter and Elon Musk) is going to go on further. ... Elon is going to be served a colder lunch than people are currently anticipating.” Also, Scott believes the names of other suitors will be revealed. TBD
7/8/22 Bonus For trying to cancel his $44 billion deal to buy Twitter at $54.20/share, Twitter will take Elon Musk to the Delaware Court of Chancery, and Elon Musk will ultimately be legally liable for much more than $1 billion. SG @ 15:22: "He's on the hook for $45 billion, minus the market cap of the company when the judgment comes through, because those are the damages." TBD