Pod Insights The Prof G Pod with Scott Galloway Office Hours: The Tesla Phone, Apple’s Enterprise Play, and Degrees vs. Bootcamps About this episode Scott answers a question on whether Elon Musk could capture a competitive share of the smartphone market with a Tesla phone. He then shares his thoughts on why Apple is moving into the B2B space, and offers advice to someone deciding between pursuing a traditional college degree or a bootcamp certification.
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Transcript Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.
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1:26 Scott Galloway? Welcome to the Prop G Pod's Office Hours. This is the part of the show where we answer your questions about business, big tech, entrepreneurship, and whatever else is on your mind. Whatever else is in there. You weirdo. You weirdo. By the way, by the way, if you think you're having strange thoughts, get this, so is everyone else. I hope that makes you feel better. If you'd like to submit a question, please visit officehours.profgmedia.com. Again, that's officehours.profgmedia.com. Question number one.
1:53 Speaker 02 Hi Scott, this is Warren, an English guy calling you from the south of the Netherlands. I recently completed and enjoyed your brand sprint. Thank you. And it got me thinking about Tesla. You often remark that if Tim Cook was pulling a silk sheet off an Apple car, it would immediately add billions to the Apple share price. And it makes sense. I think I would join the waiting list. I think having an Apple brand would be a marker of quality, would say good things about me. I get it. But I also wondered what would happen the other way around. To always say that it would have a big impact on Tesla.
2:36 Speaker 02 But what if Elon Musk was to announce a Tesla handset? We know he's a visionary. We know he's a brilliant engineer. We know he gets technology. We know he knows hardware and software. So if Elon were to do this, do you think that this would make Tesla a major competitor to Apple?
2:58 Scott Galloway? Warren from the south of the Netherlands, you sound like the kind of guy I need to hang out with. You sound very balanced and very happy and just sort of mellow. I just feel like everything is going to be all right, listening to you speak. In the south of the Netherlands, that sounds like one of those places where everyone is really happy, except in the winter, except in the winter. So there's been some speculation about a Tesla phone called the Model Pi, I think, with suggestions that it could potentially operate as a car key and then back into sort of a communication device. And they could also mine crypto and charge itself with solar power. Tesla, if you think about it, has sort of that Apple innovation design, California, I don't know, elegant feel to it.
3:42 Scott Galloway? It's Tesla and Apple are arguably, I think they're sort of seen as not siblings, but cousins of that same type of brand power. And again, I would argue no company has added the brand equity over the last decade of Tesla. The concept is not out of the realm of possibility as Musk's other projects could lend themselves to a phone, specifically high-speed satellite internet capabilities and infrastructure for a phone. Musk tweeted in January that his company SpaceX had roughly fifteen hundred active Starlink satellites in Earth's orbit. So that would be, if you will, another big theme of ours, and that is going vertical, controlling the pipes or in this case, controlling the satellites.
4:26 Scott Galloway? According to Business Insider, Musk wants to send thirty thousand more satellites into space. A move NASA has raised objections to. By the way, if you're going to invest in space, don't invest in any front consumer-facing objects. Invest in the picks and the shovels, the people selling the O-rings or the launch vehicles or the composites or what have you, or the launch pads. You get what I'm saying. As far as competition with Apple goes. The Tesla phone would have a lot of ground to make up. And this is why I don't think it's going to happen. According to Gartner, Apple represented 17% of global smartphone sales last year, and it sold around a quarter of a billion units in 2021. Also, there's just no getting around it.
5:05 Scott Galloway? A smartphone has been the object of so much innovation and IP and patents. I think that Android as an operating system, supported by the unparalleled investment in hardware of Samsung, and name the other top 50 handset makers that operate on Android. And then you look at the amount of creativity and investment that's gone into iPhone, which is the most profitable product in history. It feels to me to be almost, I don't want to say insurmountable, because the moment you think that, something comes in with an elegant solution. I can see almost like a dumb appliance, maybe. Something that does just a couple of things really well, and it's really cheap. And maybe you get it as a function of owning a Tesla,
5:49 Scott Galloway? and they become a tradable asset, or they start with, I don't know, it's something to do with crypto. I can see, you know, they've done flamethrowers, they've done tequila, and everyone, this brand has such a fanatical following that it gets a decent amount of adoption. But putting together a flamethrower, or brewing tequila, or distilling tequila, I would argue is infinitely less complicated than trying to put together a communications or a handset. I would argue the handset is probably, I mean, it's been a little bit reminiscent of the space race between the Soviets and the US. And that is, it has been all hands on deck. The prize is just so huge, that you've just seen so much capital gone in. The moats feel so broad to me, that I don't think it's likely that Tesla could go toe to toe.
6:34 Scott Galloway? He's threatening to start a social media network, saying that Twitter is engaged in censorship, which I don't get. It's like, exactly what does Elon Musk want to do that he can't do on Twitter? He can commit blatant market manipulation. He can call an innocent man a pedophile. Like, what is it, what is it that he can't do on Twitter that he wants to do somewhere else? I don't get that at all. So, in sum, anything that has a Tesla logo on it gets a decent amount of adoption. But I would argue there's probably other places they want to go first before they go into what is the most competitive. IP robust product and history, maybe. And that is our handsets. Thanks for the question. South of the Netherlands. Good for you. Next question.
7:20 Speaker 03 Hey, Prof G. Josh calling in from Salt Lake City, Utah. And I know it's hard for you to believe, but there are some cool, non Mormon people here. But to my question, I work in B two B SaaS and I noticed that Apple recently announced that they are looking to move into the B two B space. It appears they're looking to compete against Google and their G suite offering as well as Microsoft and the whole Office suite there via their own competing product. And I know you've been really complimentary in the past of Microsoft Office and what that kind of B two B offering means to the business value of Microsoft. So I'd be really curious to hear your perspective on how you think Apple is going to capture market share, what percentage they might even get, and how this is going to kind of
8:02 Speaker 03 affect the B two B space by having, you know, a really interesting new player like Apple, you know, coming onto the scene. Thanks, Prof G.
8:11 Scott Galloway? Thank you. Good for you, living in Salt Lake. I think Salt Lake is one of those cities that is, I don't want to say it's underrated, but I think it's one of the nicest qualities of life of any city in America, especially if you enjoy winter sports. And by the way, I did know that there were cool, non Mormons in Salt Lake. There are also a ton of cool Mormons. I fucking love Mormons.
8:32 Scott Galloway? I grew up with Mormons. My mom is Jewish. I was raised not really anything, but if I had any sort of affinity, I was Jewish. True story, went to Hebrew school and was kicked out in the second week for buying bubble yum, sneaking out of the Hebrew school to buy bubble yum. And then I sold it for, I bought it for 10 cents and then I sold each piece for five cents, pocketing a handy 10 cent profit, including one piece for the dog. That is entrepreneurship. Anyways, was never bar mitzvahed. I don't know where I'm going with this. My religious roots. Oh, here I am. Where was I? Here I am. I hung out with my best friend in junior high and high school was a Mormon kid named Brett Jarvis.
9:14 Scott Galloway? And his family just couldn't have been more wonderful to me. I used to have dinner over there probably two or three nights a week. They would invite me to their Monday nights, which I think they loosely call family night, but Monday night is just, you are with your family. And I think part of the reason maybe I didn't engage or get in a lot of trouble in high school was because you rise or fall to the level of your peer group. I think your peer group is more important than your parents, maybe not as important as your economic circumstance, but it's very important for a teenager. And my peer group was a kid who was into sports, into family, didn't curse, didn't drink, didn't smoke pot, was a really
9:56 Scott Galloway? nice kid and ended up going to Stanford. And that's just a decent person to have as your peer group. And I just, I have a huge amount of affection and I think that it's a cartoon made of Latter Day Saints. I realize this is not what you asked, but I just found them to be wonderful, accepting, loving people, and I feel a great deal of affection for the church. Anyway, anyway, not your question. Apple, they're definitely going into the enterprise market. And why? Because the lob big numbers is catching up to Apple and that is to maintain their stock's trajectory, which is no easy task when it trades at 35 times earnings, when it traditionally trades at 15. They gotta find new markets. And I think that new market is probably going to be a car, but as you said, enterprise seems
10:40 Scott Galloway? more obvious. And they have decided, or they are going into it. Apple is in fact entering the enterprise market, which will bring its hardware, software, services and subscriptions to the workplace. This spring, it's planning to launch something called Business Essentials, a subscription-based device management system catered towards small business. And I think that's the place to go to them. Small businesses tend to be more creative in the arts, and those are the people who are willing to pay a really big premium. I've had nine small businesses. I think conservatively, I've spent five or eight million dollars on Apple products because it's a small business. You like to think of yourself as creative. So the, the value proposition of the Business Essentials program is it's supposed to streamline
11:21 Scott Galloway? the onboarding process and manage pre-installed apps and security settings for organizations. Whoa, if small businesses implement this system during high-growth periods, Apple could. Effectively capture them within its walled garden, right? And give those businesses more reason to continue buying products and services as they expand. Apple made a huge investment in education thinking if they get people hooked on the crack of iOS,
11:46 Scott Galloway? it would help. So, look, enterprise is an obvious next place for them. I still think they're going into cars. And most recently, and I thought one of the more exciting things that we've been predicting for a long time is they've announced they're going to full subscription with their core hardware products, which we've been talking about forever. Biggest mistake we make in marketing is assuming the consumers want more choice. No, they don't. They want to be more confident in the choices presented. Specifically, they want a great brand like Apple not to go to one-click ordering, but to go to zero-click ordering. And that is figure out who I am, figure out what I'm into. I'm fairly price insensitive. I love, I absolutely love my iPhone. I love my AirPods. I have kids. Okay, ship me all of those products 60 days before anybody else preloaded. Invite me to cool Apple events. Invite me to the premiere of We Crashed.
12:31 Scott Galloway? Invite me to learn about, you know, different messaging apps or programming in the Apple Store in the Boca Mall. Invite my kid to come to a computer building. My father-in-law is actually building a computer with my 11-year-old. And I am so excited, and I wish it's the kind of thing I could do, but I don't have those skills. But if Apple had days that it said, hey, premium subscription customers, come and we'll build a simple computer with your son. I don't know what made me think of that. Keep in mind, their pool right now is the billion wealthiest people on the planet. That's what iOS is. iOS is the signal, the identifier, the blue check for the billion wealthiest people on the planet. So going into enterprise is a great move. I think the way they're going to maintain their stock's trajectory
13:16 Scott Galloway? is by going from 0 to 24% of their revenue via subscription, which they've done. And I think they're going to move it to closer to 40 with this new announcement of their hardware being incorporated into their subscription plan. Anyways, thank you for the question. You non-Mormon cool guy in Salt Lake City. Love the Mormons, love the church, the Latter Day Saints. They're not so ladder. We have one quick break before our final question. Stay with us.
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17:06 Scott Galloway? Welcome back. Question number three.
17:09 Speaker 05 Hi, Professor Galloway. My name is Abby, and I'm a high school English teacher in Roanoke, Virginia. I'm considering a career change thanks to the ever-increasing pressure from administration and COVID concerns in education and the seeming lack of sustainability. I've been looking at data science and wondered what your opinion was on the ROI of a bootcamp style program versus a degree from a state university versus a degree from a more recognized program such as NYU, Rice, or UVA. Obviously, the cost of the latter is much higher from a purely cash outflow perspective, but I wondered if you felt the benefit in job accessibility or job choice in the end would be worth that expense? Thanks for any advice you might have.
17:47 Scott Galloway? Abby from Roanoke, Virginia, who's an English teacher. I mean, could you be any more likeable? Abby from Roanoke, Virginia, who's an English teacher. You sound like a Hallmark Channel movie. Anyways, Abby. It's situational. These are really important decisions and what you want to do is you want to get a kitchen cabinet, a two or three people who understand schools, understand you, who are smart, who have really good judgment, who have gone to school or are in jobs similar to the ones that you might be pursuing and get them to coach you and counsel you based on your opportunity set. And that is, if you get into Wharton, it's worth the money. If you have a real aptitude for data and analytics, you can go to a bootcamp for
18:31 Scott Galloway? three or six months and already have kind of three or four interviews lined up and it's only going to cost four or six grand, yeah, hit the bid there. I say let the market decide. And that is, it sounds to me like you're early in the process. So what I would suggest is, one, take the GMAT, two, apply to some top 20 business schools. I do think that the value kind of gets somewhat suspect, or the return on investment gets suspect once you go outside of the top 20. I don't think you should get a MBA or spend that kind of money for a program that's number 80. I think business school is very much about the certification, as much as it is about the actual education. So there's just, there's just no getting around it. The brand really matters and the quality of the instruction,
19:15 Scott Galloway? the quality of the networking, the quality of the job opportunities. So take the GMAT, apply to some top 20 schools, see if you get in. If, I mean, you're at a central casting, they're going to love your background. Don't think that being an English teacher from Roanoke, Virginia is going to hurt you. No, it's going to help you. They love that. So if you do well on the GMAT and you get into a top 20 school, then that makes a more interesting decision. And then at the same time, track down and find out about some of these bootcamp programs and specifically, start to look for a job where you think that bootcamp would come in handy. And in terms of a state university, that's just a function of get into the best schools you can and then play them off each other in terms of price. So you're in Virginia, so you get into UVA, so you get into Darden, which is
19:59 Scott Galloway? an incredible, probably a top 10, if not a top 15 school, arguably also, in my opinion, the most beautiful campus in America, at least from an architectural viewpoint. If you get into UVA, I mean, that's hard to turn down, especially if you're younger. And I mean, that would just be an amazing two years for you. And then what you want to do is ideally get into more than one program so you can say, well, I got this financial aid package from this group. That's one thing kids don't do enough of is once you're in, they want you. First off, getting into one school is infinitely better than getting into zero, but getting into two starts to give you some leverage to call, say, Duke, which has also probably the second most beautiful campus in the nation, and say to Fuqua, I got into UVA. By the way, they hate each other. They see each other as their primary competition.
20:40 Scott Galloway? And for a while, Darden was giving massive scholarships to anyone who also got into Duke because they saw that as their primary competitor and they wanted to increase their yield against people who also got accepted to Duke. Anyways, it's very difficult to say, here's the algorithm. It's situational based on how much money you have, your age, your previous work experience. What would you be leaving? Are you killing it somewhere at a job right now? What kind of access to what kind of bootcamps do you have? Do you have certain financial considerations? Do you have certain things holding you in Roanoke? Do you have a sick parent you couldn't leave if you want to? And you'd have to do an online program, which I'm not a big fan of, if you're going to spend a ton of money, unless it's Section 4, which is only $1,000 for the same equivalent program
21:22 Scott Galloway? as many of these executive education programs that charge you $30,000. Yeah, that's going to last. Jesus Christ, that is so obnoxious how much money they charge for these, you know, Chief Digital Officer intensive training hyper module programs. That is literally pigs at a trough arbitraging their business school brands. Anyways, anyways, let's look at your opportunities. You don't have a decision to make until you have specific offers or specific programs you have in mind. But I do extend the offer to you to send me an email. And once you have more visibility, and maybe you already have that visibility into your options, we can have a more thoughtful conversation. An English teacher in Roanoke, Virginia, you deserve good things.
22:07 Scott Galloway? Thank you for your great work, and I'll look forward to hearing from you. That's all for this episode. Again, if you'd like to submit a question, please submit a voice recording by visiting officehours.probtgmedia.com.
22:28 Scott Galloway? Our producers are Caroline Shager and Drew Burrows. Claire Miller is our associate producer. If you like what you heard, please follow, download and subscribe. Thank you for listening to the Prop G Pod from the Vox Media Podcast Network. We will catch you on Thursday.
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