Tech Giants' Grip: AI Boom, Antitrust Wins, and Systemic Risk

Resources

Resources & Recommendations

Books

• "The Big Short" by Michael Lewis - This book (and its film adaptation) often comes up in discussions about market bubbles and short selling, relevant to the NVIDIA earnings discussion.
• "My So-Called Life" (TV show, not a book, but mentioned in context of creator) - Winnie Holzman, who wrote the book for "Wicked," also worked on this show.

Videos & Documentaries

• "Wicked for Good" - This is a movie based on the musical "Wicked," and the premiere was attended by Cara Swisher. It is a sequel and is expected to be a huge box office hit.
• "Gladiator" - Scott Galloway quotes a line from this movie, "The time for celebrating yourself is over."

People Mentioned

• Larry Summers (Former Harvard President, Economist) - Mentioned in the context of stepping down from teaching at Harvard and the OpenAI board due to his ties to Jeffrey Epstein and controversial emails.
• Winnie Holzman (Writer) - The person who did the book for "Wicked," also worked on "My So-Called Life."
• Donna Langley (Universal Executive) - Credited with having another hit with the "Wicked" movie.
• Andrew Ross Sorkin (Journalist, Author) - His book was mentioned in the context of discussions about potential market busts.
• Bill Cohan (Author, Journalist) - Wrote a persuasive piece about a possible bust coming in the market.
• Jonathan Kanter (Assistant Attorney General for Antitrust, DOJ) - Mentioned in the context of antitrust enforcement.
• Terry Kuaja (M&A Banker) - Mentioned as someone whose business is booming due to the current M&A climate.
• Ted Sarandos (Co-CEO, Netflix) - Described as the brightest guy in media and part of a consistently performing management team.
• Brian Roberts (CEO, Comcast) - Described as an honorable and disciplined financial person, and his team is praised for their taste and intelligence.
• Mike Cavanagh (CFO, Comcast) - Described as a very smart guy.
• David Ellison (CEO, Skydance Media) - Referred to as a "nepo baby" and "Veruca Salt" in the context of his pursuit of Warner Bros. Discovery.
• Larry Ellison (Co-founder, Oracle) - David Ellison's father, whose wealth is a key factor in the potential acquisition of Warner Bros. Discovery.
• Jeff Shell (Former CEO, NBCUniversal) - Mentioned as someone who is quite smart.
• Thomas Massie (U.S. Representative) - Credited for successfully pushing through the bill to release the Epstein files.
• Ro Khanna (U.S. Representative) - Mentioned alongside Thomas Massie for his role in pushing through the Epstein files bill.
• Gretchen Whitmer (Governor of Michigan) - Mentioned as someone who got "sucked up" into political maneuvering by Trump.
• Zoran Mamdani (New York City Mayor-elect) - Cara Swisher's prediction is about his meeting with Donald Trump.

Organizations & Institutions

• Smartsheet - An intelligent work management platform.
• Neiman Marcus - A luxury department store mentioned for holiday gifts.
• AWS (Amazon Web Services) - Powers Fortnite and F1 data processing.
• Antitrust Division of the Department of Justice (DOJ) - Mentioned in the context of antitrust enforcement, particularly regarding Meta and other tech giants.
• Federal Trade Commission (FTC) - Accused Meta of using a "buyer berry strategy" to crush competition.
• OpenAI - Larry Summers resigned from its board.
• Vanta - A platform that helps companies with security and compliance, especially for startups.
• LinkedIn Jobs - A platform for small businesses to find high-quality candidates for hiring.
• Vanguard - Offers over 80 bond funds for financial advisors.
• Avanta - A security and compliance platform for startups.
• Sequoia Capital - Produces the "Crucible Moments" podcast.
• Darktrace - An AI cybersecurity platform.
• Zoom - A unified platform for work communication and collaboration.
• MSNBC (MS Now) - A news source for breaking news, exclusive reporting, election coverage, and in-depth analysis.
• Strawberry Me - A service that matches individuals with certified career coaches.
• Palo Alto Networks - Mentioned on the "Crucible Moments" podcast for redefining cybersecurity.
• Supercell - A mobile gaming giant mentioned on the "Crucible Moments" podcast.
• Zipline - Mentioned on the "Crucible Moments" podcast.
• Stripe - Mentioned on the "Crucible Moments" podcast.
• Warner Bros. Discovery - The subject of a bidding war by Paramount, Comcast, and Netflix.
• Paramount - Widely considered a frontrunner in the bid for Warner Bros. Discovery.
• Comcast - Interested in acquiring Warner Bros. Discovery's streaming and studio assets.
• Netflix - Interested in acquiring Warner Bros. Discovery's premium content, including live sports.
• CNN - Mentioned in the context of the news division of Warner Bros. Discovery.

Courses & Educational Resources

• "Crucible Moments" podcast (from Sequoia Capital) - Features stories from various companies like Zipline, Stripe, Palo Alto Networks, and Supercell.

Websites & Online Resources

• vanta.com/profg - Website to get started with Vanta.
• linkedin.com/pivot - Website to post a job for free on LinkedIn.
• vanguard.com/audio - Website to see Vanguard's record on bond funds.
• cruciblemoments.com - Website for the "Crucible Moments" podcast.
• zoom.com/podcast - Website to learn more about Zoom's platform.
• msnow.com - Website for MS Now (MSNBC).
• strawberryme.com/unstuck - Website to claim a special offer from Strawberry Me.
• nymag.com/pivot - Website to send questions for the Pivot podcast.

Other Resources

• Greenlight credit cards - Mentioned as an analogy for how parents manage their children's allowance.