Masters of Scale Kara Swisher takes on big tech, from Apple to Nvidia
Dec 9, 2025
Kara Swisher, a renowned journalist and podcast host known for her sharp tech insights, dives into the evolving landscape of big tech. She debates whether AI investments can yield sustainable returns and critiques the bubble-like valuation of NVIDIA. Swisher warns against the cognitive fallout from overly frictionless AI and believes healthcare holds more promise than hype. She also discusses Disney's future under Bob Iger and the challenges Apple faces with Tim Cook at the helm, all while delivering her trademark no-holds-barred commentary.
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Friction Drives Human Progress
- Friction fuels growth and human resilience; frictionless tech can atrophy skills and cognition.
- Kara Swisher warns that removing challenge risks mental decline and weaker creativity over time.
AI Spending Versus Consumer Payoff
- Massive AI spending may be premature if consumer-facing returns don't materialize soon.
- Kara compares current chip concentration to historical bubbles like Cisco's rise and fall.
Plan For Rote Work Displacement
- Prepare for AI to replace rote, repetitive information work before creative roles.
- Plan workforce transitions and public policies that retrain people into creative or higher-order jobs.