Mixed Signals from Semafor Media

Silver Bulletin founder Nate Silver joins Mixed Signals days before the midterms to explain why Democrats are surging in the polls. Max and Ben ask Nate why Republican internal polls are conceding states like Nebraska are now toss-ups, how he thinks about the ethics of a model that can move prediction markets the moment it’s released, and why rising skepticism of polls isn’t really a “normal person” phenomenon.

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Google VP of marketing and Frontier CMO podcast host Josh Spanier joins Ben in Mountain View to talk about the state of marketing today, and why the predicted CMO armageddon for 2026 never happened. Ben asks Josh why he thinks even sophisticated advertisers are only a few meters into the AI race and how Google uses incrementality and thousands of AI-generated budget scenarios to prove what’s working. They also get into Josh’s daily watch channel, what CMOs learn by being forced to post every day, and a lightning round of Signal or Noise. This is a special branded episode of Mixed Signals, presented by Think with Google and produced as part of our partnership by Semafor Brand Studio.

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New York Times veteran and "AGI Chronicles" author Kevin Roose joins Mixed Signals to talk about what it was like to be patient zero for the AI media moment (a Valentine's Day evening where he stayed up chatting with a Microsoft chatbot that told him to leave his wife). Max and Ben ask Kevin how he used AI aggressively to write his book without letting it actually write a word, and whether taking a grant from an AI safety–linked nonprofit is a problem. They also get into his new show at NPR, and why he decided to leave the New York Times.

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Documentary filmmaker Alex Gibney joins Mixed Signals to talk about his four-hour film on Elon Musk. Max and Ben ask Gibney how he built an AI avatar of Musk using only his actual words when Musk refused to participate, what Elon’s first wife, Justine Musk, taught him about “gaslighting” as a management strategy, and why he thinks Musk’s political turn was less ideological than it was transactional and childlike.

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Actor and producer Kasey Esser joins Mixed Signals to explain the multi-billion dollar "microdrama" industry, and why he's become one of its biggest stars. Max and Ben ask Kasey how a werewolf Romeo-and-Juliet show that shot in just a week for a hundred thousand dollars became a global hit, what it's like to translate Chinese scripts for American audiences in real time on set, and how microdramas make all of their money.

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Liquid Death founder and CEO Mike Cessario joins Mixed Signals (with Semafor business editor Liz Hoffman filling in for Max) to explain how he built a billion-dollar water company by treating his ads like SNL sketches. Ben and Liz ask Mike why he thinks comedy is a more durable marketing genre than celebrity testimonials, why big companies almost never win when they sue smaller ones, and whether Liquid Death will fizzle out into the graveyard of buzzy consumer brands that came before it.

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Pangram founder and CEO Max Spero joins Mixed Signals to explain how his AI detection tool actually works, and why he thinks the escalating cat-and-mouse game between AI detectors and "humanizers" is a fight worth having. Max and Ben ask Spero about how Pangram can already distinguish Claude from ChatGPT, why he built a humanizer internally and refuses to release it, and what it would actually take for a fine-tuned personal AI to fool his model.

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Author Sir Salman Rushdie joins Mixed Signals to talk about why he made a documentary about the attack that nearly killed him, and why he's ambivalent about having done it. Max and Ben ask Salman how he and director Alex Gibney divided authorship of the film, and what he felt watching footage of the attack for the first time. They also get into what he's learned from decades of being both subject and strategist in his own media coverage, and why he's trying very hard to pretend AI doesn't exist. Sign up for Semafor Media’s Sunday newsletter: https://www.semafor.com/newsletters/media

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Jessica Tarlov is the co-host of both Fox News' The Five and the Raging Moderates podcast. She joins Mixed Signals to talk about what it's like to be outnumbered four-to-one on the most-watched show in cable news — and why she thinks most of her liberal friends are missing what's really happening there. Max and Ben ask Jessica how she navigates on-air conflict without making it personal, what she knew about Pete Hegseth before he became Defense Secretary, and why she finds herself defending her Fox colleagues to New York liberals almost as often as she defends Democrats on air. Sign up for Semafor Media’s Sunday newsletter: https://www.semafor.com/newsletters/media

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Internet reporter and YouTuber Taylor Lorenz joins Mixed Signals to make the case that the bipartisan push to get kids off social media is less about child safety than it looks. Max and Ben ask Taylor where the actual line is between moral panic and legitimate concern, why she thinks the academic consensus on social media and youth mental health is being drowned out, and her at times surprising anti-anti-AI stance.

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Social media consultant and “Link in Bio” newsletter author Rachel Karten joins Mixed Signals to explain what social media actually is in 2026. Max and Ben ask Rachel how the shift from follower-based to algorithm-driven distribution broke the contract between platforms and creators, why brands are quietly building their own shows without telling anyone they’re behind them, and what the regulatory gap around paid content is actually doing to the feed.

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Warner Music Group CEO Robert Kyncl joins Mixed Signals — with Semafor business editor Liz Hoffman filling in for Ben — to explain what a record label actually does in a world where anyone can upload a song to Spotify. Max and Liz ask Robert why Warner struck a deal with AI music company Suno while Sony and Universal are still suing it, how he thinks about the nuclear-weapons-style leverage labels hold over streaming platforms, and why he thinks Netflix is leaving a massive opportunity on the table by ignoring music.

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Subway Takes creator and host Kareem Rahma joins Mixed Signals to talk about reinventing the talk show for the vertical video era, and just how much it costs. Max and Ben ask Kareem about how he built a show that feels spontaneous but runs like a TV production, why his Kamala Harris episode never aired, and his new show, Keep the Meter Running. They also get into his business model, what he learned from watching VICE go bankrupt, and much more.

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NBA personality and creative consultant Vic Jacobi joins Mixed Signals to talk about how she built one of the more unusual careers in sports media — starting from a Kobe Bryant Twitter follow in high school and turning it into a decade of courtside access, Fashion Week client work, and a branding studio in downtown Manhattan. Max asks Vic how she earned the trust of players who keep famously tight circles, what it means to be the person between an athlete and an agency, and why former NBA star Carmelo Anthony told her she needed to start getting paid for her work. They also get into who has the best "drip" in the league, why the "tunnel fit" era has peaked, and what it was like to navigate Ibiza with three Atlanta Hawks players who needed a plug for a yacht.

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The satirical news publication The Onion is trying to take over Infowars, formerly owned by far-right conspiracy theorist Alex Jones, and planning to put comedian Tim Heidecker in charge. Their vision is to turn Infowars into ‘Adult Swim’ for the internet. Tim joins WIRED's Global Editorial Director Katie Drummond for the Big Interview, to talk about political comedy, why late-night has run its course, and what he hopes the future of Infowars will look like.
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Former US Surgeon General Vivek Murthy joins Mixed Signals to make the case that America's loneliness crisis is a public health emergency — and that social media is a bigger driver of it than almost anything else we're paying attention to. Max and Ben ask Vivek why he chose to focus on isolation rather than cancer or heart disease after his tenure as Surgeon General, whether the science on social media harms is as definitive as he suggests, and what'd he say to people who think the health risks of drinking alcohol are worth the social benefits. Sign up for Semafor Media’s Sunday newsletter: https://www.semafor.com/newsletters/media

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Steve Hilton has lived many lives: a key strategist to former British Prime Minister David Cameron, a populist Fox News host, and — after renouncing his UK citizenship — the Republican nominee in California’s gubernatorial race. Max and Ben ask him about a career that has intertwined politics and media at every turn, why he succeeded in a primary where Spencer Pratt failed, and how he balances conservative media’s portrayal of California with a campaign to lead the state. They also discuss whether David Ellison’s Paramount would really flee Hollywood, what people get wrong about the Murdochs, and what he really thinks about the character he inspired on The Thick of It.

Sports media host and "Casuals" podcast creator Katie Nolan joined Mixed Signals live at Cannes to talk about navigating two decades of upheaval in sports media. Max and Ben ask Katie why she turned down gambling advertising when it was everywhere, how politics keeps inserting itself into sports whether she wants it to or not, and whether the window that opened for women in sports media is closing again. They also get into call-in radio, hockey's underrated chaos, and what it took for her to become a Jeopardy! champion.

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Reddit co-founder and CEO Steve Huffman joins Mixed Signals during the platform's 21st birthday to talk about what it means to be the internet's anti-social media hub. Max and Ben ask Steve how Reddit thinks about its partnerships, why the company is suing Anthropic, and why it's a good thing that you can't get rich from being a prolific Reddit user.

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Call Her Daddy host and Unwell co-founder Alex Cooper joins Mixed Signals live at Cannes Lions to talk about what it takes to turn a hit podcast into a real media business. Max and Ben ask Alex how Unwell's creative agency ended up going toe-to-toe with Call Her Daddy in revenue, what she learned from her interview with Michelle Obama, and why she's more interested in the marketing than most talent in her field.

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