Pivot Tesla’s “Battery Day”, the DOJ prepares for Google, and Scott’s prediction on “algorithmic e-commerce”
Sep 25, 2020
The discussion kicks off with Tesla's ambitious plans for a gas-vehicle-free California by 2035. Antitrust concerns heat up as the DOJ gears up to challenge Google's market dominance. The podcast also dives into differing political perspectives on data privacy emerging from the upcoming election. Scott speculates on a potential game-changing collaboration between TikTok and Walmart, all while analyzing the new wave of algorithmic commerce. It's a lively mix of tech, politics, and the future of retail!
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Big Tech Threats
- Scott Galloway compares big tech companies' threats to leave regions if regulations are enforced to Lyle Lovett leaving Julia Roberts.
- He points out that these threats are often empty, as the companies rarely follow through.
Tesla's Battery Day Disappointment
- Tesla's stock dropped after Battery Day because they didn't unveil a new battery, despite high expectations and a stock run-up.
- This highlights investors' focus on tangible advancements and their anticipation for battery technology breakthroughs.
Electric Car Advantage
- The decreasing cost of batteries and the convenience of electric cars are making them more appealing than gas cars.
- Companies like Tesla are increasingly verticalizing production, including battery manufacturing, changing the auto industry landscape.