Pivot Kimmel & ABC, Nvidia’s OpenAI Investment, and Tylenol’s Trump Problem
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Sep 26, 2025 Kara and Scott dive into Jimmy Kimmel's emotional return and the implications of his viewership spike amid ABC affiliates' boycott. They analyze Nvidia's staggering $100 billion investment in OpenAI, scrutinizing its potential risks and competitive edge. The duo also tackles the controversial Tylenol-autism claims linked to Trump and suggests crisis management strategies. Additionally, they explore YouTube's controversial decision to reinstate banned accounts and debate the legality of refusing to print political materials at Office Depot.
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Kimmel’s Emotional Return And TV’s Decline
- Jimmy Kimmel's return showed the cultural power of authentic emotion over spectacle.
- Scott says market forces, not performance, will end traditional late-night TV.
Nvidia–OpenAI Deal Feels Like Financial Engineering
- Nvidia investing $100B in OpenAI looks like financial engineering to boost reported revenues.
- Scott warns this creates a Wintel-like dominance and potential antitrust concerns.
LLMs Converge; Compute Partners Gain Power
- Large language models are converging technically, eroding sustainable advantage.
- Scott says compute-provider ties with a dominant LLM create unfair market power.