Squawk Pod
Squawk Pod is a daily podcast that curates the top moments and takeaways from CNBC's flagship morning show, "Squawk Box". Anchored by Joe Kernen, Becky Quick, and Andrew Ross Sorkin, it features news-making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion. The podcast wraps each episode with exclusive context and color from Senior Producer Katie Kramer.
Episodes
Controlling AI with Mustafa Suleyman & Warren Buffett Steps Down as Berkshire Chair 9/18/26
Mustafa Suleyman, Microsoft AI CEO, says artificial intelligence models need to stay aligned with humanity’s interests and says that, for his peers in the technology industry, it’s the most responsible path. This conversation caps off a week of warnings about AI from guests on Squawk Pod. The New York Knicks had to pause single-game ticket pricing for the season ahead when a glitch led
The Fed Moves and Rahm Emanuel looks at 2028 9/17/26
The Federal Reserve delivered a much-anticipated rate hike, part of new Chair Kevin Warsh’s goal to combat inflation. CNBC’s Steve Liesman reports on President Trump’s reaction to the rate-setting committee's unanimous move, and former Vice Chair Roger Ferguson describes what could happen to the economy now. Rahm Emanuel, former Ambassador and former Chicago Mayor, on the personal politics o
“Science of the AI Mind” & Ron Baron 9/16/26
Jensen Huang, Mark Zuckerberg, and Dario Amodei discussed AI guardrails at the Salesforce conference this week, each with a different perspective on safety and innovation. In a Wall Street Journal piece, Reciprocal Research director Cameron Berg argues that AI systems are being built faster than humans can understand them. He pushes for study of the “science of the AI mind” in this modern era of s
Maryland Gov. Wes Moore & the AI Buildout 9/15/26
Seven weeks away from the midterm elections, Maryland Governor Wes Moore (D) discusses his own reelection campaign, the future of the Democratic Party, and rumors of his own run for President. Gov. Moore also weighs in on regulating data centers and their energy consumption. Manufacturing company Flex is spinning off its power and cloud business, and CEO Revaithi Advaithi explains her role in the
Calls for an AI Slowdown 9/14/26
Leaders in AI have joined a refrain to slow the pace of innovation as fears of AI’s risk to humanity mount. Dario Amodei, Sam Altman, Demis Hassabis, Satya Nadella, and Elon Musk have all commented on the concerns, while President Trump insists that competing with China is paramount. Former Democratic Senator Joe Manchin, now an Independent, calls on President Trump to use his executive powe
25 Years Later 9/11/26
25 years since the terrorist attacks on September 11, 2001, Squawk Box remembers those who were lost and those who rebuilt. KBW CEO Tom Michaud, spared that day by mere chance, remembers the third of his colleagues who were killed in the south World Trade Center tower. Michaud also celebrates the heroism and unity that came after that day and highlights ways to foster a resilient community in New
AI Alarms, Canada’s Opposition, The GOP Convention 9/10/26
Former Google Design Ethicist Tristan Harris is now co-founder and president of the Center for Humane Technology, and he explains the alarm from AI researchers, executives, and investors on rogue and “uncontrollable” AI. Harris comments on AI regulation, leadership, the new opinion piece from Paul Tudor Jones, and recent departures from frontier labs like Anthropic. Canada’s Conservative Party lea
Microsoft’s Brad Smith & Utah Gov. Cox: AI, Teaching, & Peace 9/9/26
Microsoft has teamed up with the American Federation of Teachers to create guardrails for AI in classrooms. Microsoft President Brad Smith and AFT President Randi Weingarten discuss data protections for students using AI as well as the ongoing challenge of matching the paces of AI safety and AI innovation. A year after Charlie Kirk’s assassination in Utah, Governor Spencer Cox (R-Utah) has release
GLPs & Fraud with Dr. Oz & Kevin O’Leary’s $11m Baseball Card 9/8/26
Canada’s retaliatory tariffs on U.S. goods–including on U.S. steel and dairy–have taken effect as fallout continues from the collapse of trade talks last month. Nvidia CEO Jensen Huang is celebrating AGI after OpenAI released GPT-6 while the lab’s chief scientist issued a warning about AI scaling. Dr. Mehmet Oz, administrator for the Centers for Medicare and Medicaid Services, discusses fraud in A
What Pablo Torre Found Out & Banning Artificial Superintelligence 9/4/26
: The long tail of the NBA’s shocking punishment of LA Clippers owner and former Microsoft CEO Steve Ballmer. Podcaster Pablo Torre has been at the center of this story; he and Washington University’s Patrick Rishe discuss the latest reporting and the future options for the NBA. Rep. Greg Casar, the Texas Democrat who chairs the House progressive caucus, describes the need for legislation he
Nvidia Buys Hugging Face 9/3/26
Nvidia has officially agreed to buy open-source artificial intelligence platform Hugging Face for $12.9 billion, as the chipmaker and world’s most valuable company moves into a future beyond hardware. The CEOs of both companies, Nvidia’s Jensen Huang and Hugging Face’s Clement Delangue, join exclusively to discuss the terms of the courtship and the deal – and the future of artificial intelli
Berkshire Hathaway CEO Greg Abel & Sec. Lutnick Blames Canada 9/2/26
Berkshire Hathaway’s new CEO Greg Abel is in Tokyo, where he’s discussing the firm’s stakes in Japanese trading houses. Abel also discusses Berkshire’s Alphabet stake, a portfolio shift spearheaded by Warren Buffett. Then, U.S. Commerce Secretary Howard Lutnick joins the show from the G20 in North Carolina. Ahead of a fireside chat with Nvidia’s Jensen Huang and OpenAI’s Sam Altman, Sec. Lutnick d
Apple’s New CEO & Mayor Mamdani’s Business Council 9/1/26
Anthropic has secured a $35 billion deal with Nvidia-backed Lambda for a Texas data center, and today Apple welcomes its new CEO John Ternus, after Tim Cook’s 15 years on the job. NYC Mayor Zohran Mamdani has assembled a 15-person business advisory council to bridge his office with Wall Street. One councilmember, RXR CEO Scott Rechler, discusses why he agreed to participate, despite initial uncert
The G20, Spider-Man, & OpenAI’s Call on Cursor 8/31/26
In the first attack since July, the U.S. struck Iran at Larak Island. CNBC’s Dan Murphy reports on the latest exchanges from Dubai. OpenAI will end access to Cursor after SpaceX’s acquisition of the AI startup. At the G20 in Asheville, North Carolina, former U.S. Treasury official Joe LaVorgna explains his optimism about America’s economic trajectory and weighs in on both the Treasury’s bond buyba
Affirm’s Q4 & Big Tech in Court: Meta & Anthropic Rulings 8/28/26
After reporting a strong Q4, Affirm’s stock surged. Affirm CEO Max Levchin discusses his view of the consumer and the economy, from his position in buy-now, pay-later platform that also offers credit cards. Meta reached an $18 billion multi-state settlement in its social media addiction trial, as CNBC’s Julia Boorstin reports, and a judge ruled in favor of Anthropic, finding that the Pentagon took
Nvidia’s Blowout & an E-Shaped Economy 8/27/26
Nvidia reported a blowout quarter, issuing optimistic revenue guidance that’s pushing the stock higher. CNBC’s Kristina Partsinevelos discusses CEO Jensen Huang’s comments after the report and the response on Wall Street. Senator Dave Mccormick (R-PA) discusses inflationary pressures on Americans in his own state, particularly in the context of the ongoing war in Iran. Ahead of the midterms,
Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26
Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI’s impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and the K-shaped economy that he says is driving them both. One of the largest hurdles for AI and the data center race is power. Emerald AI CEO Varun Sivaram has built a solution in flexible power so
Canada’s Side of Tariffs, DoD Drones, & The Bond Market Speaks 8/25/26
Legendary investor Stanley Druckenmiller has penned a sharp op-ed criticizing Treasury Secretary Scott Bessent’s new bond buyback strategy. In “Operation Economic Outcast,” President Trump is attempting to pressure Iran by way of its trading partners. CNBC’s Eunice Yoon explains China’s role in the strategy and in Iran’s oil economy. After U.S.-Canada trade talks collapsed, tariffs set in on some
USTR Jamieson Greer & a GPU Lifecycle 8/24/26
After the U.S. treasury yields surged to levels not seen in nearly 20 years, U.S. Treasury Secretary Scott Bessent announced that the Treasury would double the size of its government debt repurchases. Treasury Department officials tell CNBC’s Steve Liesman that the plan could be funded by the Treasury’s General Account Fund, or its “rainy day” fund. Trade talks between the U.S. and Canada have col
Debating a California Wealth Tax & Adding AI to Therapy 8/21/26
Proposition 40, a proposed wealth tax in California, has sparked heated debate among investors, tech founders, and billionaires. Venture capitalist Ben Narasin argues that the tax and the solutions put forward by politicians including Rep. Ro Khanna (D-CA) would harm the businesses that drive a large portion of America’s economy. Teletherapy platform Talkspace is betting that AI can do more good t
U.S. Debt, Data Centers in the Midterms, & Coinbase CEO 8/20/26
The morning after crypto and tech leaders met President Trump at the White House, attendee and Coinbase CEO Brian Armstrong discusses the Clarity Act vote in September. Armstrong is optimistic that crypto will begin a new bull run in the fall. AI data center construction has become a political flashpoint in the primaries and upcoming midterms as candidates navigate support and pushback in their co
Moderna & Merck’s Cancer Treatment Win & Figma CEO 8/19/26
Shares of Moderna and Merck are surging on positive results from a Phase 3 trial of a groundbreaking cancer treatment. After a decade in development, individualized mRNA “vaccines” and established cancer treatment Keytruda result in reduced risk of recurrence or death. Moderna CEO Stephane Bancel and Merck Research Laboratories president Dr. Dean Li discuss this pivotal moment in medicine and how
AI “Genies” & Hims & Hers CEO Andrew Dudum 8/18/26
In an exclusive, rare interview, CEO and co-founder of Hims & Hers Andrew Dudum sits down with Andrew Ross Sorkin. Dudum maps out his vision for an AI-enabled American healthcare system, comments on the FTC’s lawsuit, and reflects on his company’s impact on GLP1 access and affordability. CNBC’s Alex Sherman reports on the Buss family drama playing out on the Lakers, and Meta is once again on trial
OpenAI President Greg Brockman: Now Is the Time to Act 8/17/26
OpenAI co-founder and president Greg Brockman issues a call to amp up cybersecurity in the age of AI. Brockman addresses recent leadership departures at OpenAI, the open-weight model debate, and AI safety standards. Keller Cliffton, CEO of drone delivery company Zipline, discusses his company’s scaling deal with Uber. Together, the companies aim to notch one million drone deliveries a day. Berkshi
A Wisconsin Upset & Gary Vee’s Next Bet 8/14/26
Wisconsin’s Democratic primary for governor delivers a surprising result as pollster and strategist Frank Luntz discusses what it says about the state of the race and the growing influence of prediction markets on politics. Gary Vaynerchuk, founder of VaynerX and an investor in alternative sports, talks about the business of sports, his love of whiffle ball and his dream of one day owning the New
Truth Social’s Advantage & AI Anxiety 8/13/26
A lawsuit claims Truth Social is giving paid subscribers an unfair advantage by allowing them to see President Trump’s posts fractions of a second before other users. Former Assistant Attorney General Jonathan Kanter discusses the case and what it could mean for investors. Senator Bill Cassidy weighs in on changes to the recommended vaccine schedule for kids and what the new guidance could mean fo
AI Deals Go Round and Round & Cava’s CEO 8/12/26
Nvidia’s $500 billion deal with top Wall Street firms has sparked a debate about circular spending in the AI ecosystem. Ed Zitron is a critic of the investments pouring into the industry, and he shares his bearish take on AI. Brett Schulman, CEO of fast casual chain Cava, is keeping his eye on consumer confidence amid salmonella and cyclospora outbreaks in the U.S. Schulman discusses the impact fo
Nvidia’s Investable Chips, the VA Governor, & AI Gone Rogue 8/11/26
Nvidia is taking in $500 billion in new financing from major Wall Street firms as CEO Jensen Huang touts chips as the next “investable asset.” Former senior White House policy advisor on AI Sriram Krishnan discusses America’s tech race with China and the next opportunities in artificial intelligence, including in cyber security. CNBC’s Dan Murphy reports on the new normal in the Strait of Hormuz,
Open-Sourcing Meta & Grand Theft Auto VI Pre-Orders 8/10/26
Mark Zuckerberg announced that Meta will open source its most powerful AI models, including a new model called Muse Glimmer. AI investor Vinod Khosla discusses the evolution of AI, investment opportunities in the space, and tech’s ability to support communities displaced by data centers by way of tax changes. Plus, President Trump has renewed his effort to fire Fed Governor Lisa Cook, and Take-Two
AI-Made Viruses, A July Jobs Report, & Meta’s Child Harms Case 8/7/26
In a surprise to Wall Street, the Labor Department reported a loss of 23,000 nonfarm jobs in July. CNBC’s Rick Santelli and Steve Liesman break down the report and what it means for the broader health of the economy. Representative Greg Casar (D-TX) is focused on AI’s impact on the labor force in his latest legislation to tax hyperscalers, while MIT Associate Professor Kevin Esvelt is closely watc
Google’s AI Reshuffle, Calls to the Fed, A Great Wealth Transfer 08/06/26
Google is reshuffling its AI team, moving Demis Hassabis from CEO to chairman of Google DeepMind. Hassabis will also take over the chief scientist role of Alphabet after the current chief scientist Jeff Dean leaves the company. The Wall Street Journal is reporting that President Trump has called Federal Reserve Chairman Kevin Warsh multiple times since Warsh stepped into his role. Google board mem
SpaceX’s First Earnings, Janet Yellen, & Uber CEO 8/5/26
Former Fed Chair and former Treasury Secretary Janet Yellen discusses Kevin Warsh’s new regime at the Federal Reserve and the persistent inflation in the United States. After the first U.S. intervention in the Japanese yen in decades, she discusses global economic stability and the changes still to come, thanks to AI. Uber CEO Dara Khosrowshahi discusses the road ahead for autonomous vehicles and
Treasury Sec. Bessent: A Deal with Iran 8/4/26
In a newsmaking–and market-moving–interview, Treasury Secretary Scott Bessent suggests that the U.S. may have a deal with Iran as soon as today or tomorrow. He says, the “K-shaped economy is over,” and the era of the “C-shaped” economy has arrived. Plus, Snap CEO Evan Spiegel is at the Aspen Economic Strategy Group meeting for his company’s latest earnings release; he’s looking forward to new inno
Kalshi CEO on NY’s Lawsuit, A Yen-tervention, Water Cyberattacks 8/3/26
After months of negotiations broke down, New York State filed a lawsuit against prediction market Kalshi. Kalshi CEO Tarek Mansour responds to the allegations that his platform is “quintessentially gambling” and that it seeks to avoid paying the appropriate taxes. Then, Adam Isles, head of cybersecurity for the Chertoff Group, discusses the cyberattacks on water systems across seven U.S. states. H
Exxon’s Profits, Anthropic’s Hacking Revelation, & FIFA’s Debate 7/31/26
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The Fed Holds Interest Rates Steady & Dr. Fauci Pleads the Fifth 7/30/26
The Federal Reserve, under Kevin Warsh, has decided to keep interest rates steady. Former Fed vice chairman Roger Ferguson discusses the decision and the FOMC member dissents. After Dr. Anthony Fauci’s testimony before the Senate Homeland Security Committee, Committee Chair Sen. Rand Paul (R-KY) discusses his plan to consider holding Dr. Fauci in contempt for exercising his Fifth Amendment rights
Hugging Face Hack, SK Hynix, & Senior Scams 7/29/26
After OpenAI released new information about its model’s hack of Hugging Face, the debate about open-source and closed-source AI wages on. Kindred Ventures founder Steve Jang, an AI, tech, and robotics investor, discusses the future of AI, including the moat around memory chips player SK Hynix, despite recent stock moves. Mark Zuckerberg is on an AI optimism press tour, penning an Opinion piece for
Fed Meeting Kickoff & Sen. John Fetterman (D-PA) 7/28/26
Pennsylvania Democrat Senator John Fetterman has changed his mind on the filibuster. Sen. Fetterman discusses where he differs from his party lines, including Democratic Socialist efforts around the country. Stephen Miran was appointed by President Trump to the Federal Reserve Board of Governors. Ahead of the central bank’s two-day policy meeting, Miran discusses money supply, its relationship to
It’s All One Trade: Steve Eisman’s AI Market Play 7/27/26
Nvidia is in talks with OpenAI to finance a new data center project in Ohio, according to reports. As markets kick off the busiest week of earnings season, investor Steve Eisman shares his perspective on the AI trade, big tech’s big capital expenditures, the moats around tech and AI companies, and how he’s hedging his own portfolio. CNBC’s Dan Murphy reports on the current pause in fighting betwee
Elon Musk’s Interview with The Economist & Lina Khan’s NYC Role 7/24/26
In a nearly 90 minute interview, SpaceX and Tesla CEO Elon Musk sat down with The Economist’s editor-in-chief Zanny Minton Beddoes. Beddoes shares her biggest takeaways from the conversation, including the most viral moments about AI regulation and Musk’s own relationship with the alt-right. Partnership for NYC President and CEO Steven Fulop discusses Mayor Mamdani’s appointment of former FTC Comm
Kalshi’s ‘Midterms Hub’ & SeatGeek & Serval Automate the I.T. Department 7/23/26
Former CFTC Commissioner Brian Quintenz is now on the board of Kalshi Exchange and a senior advisor to the Coalition for Prediction Markets. The morning after Kalshi unveiled a “Midterms Hub” for election contracts, Quintenz discusses prediction markets regulation and impact on U.S. elections. AI-native IT startup Serval is helping customers like SeatGeek bring IT engineers off of IT help desks an
OpenAI’s “Cyber Incident,” A Saudi Nuclear Deal, & AT&T CEO 7/22/26
AT&T reported better-than-expected earnings for its second quarter. CEO John Stankey discusses the results, the future of connectivity, and the potential for partnership with SpaceX’s Starlink. In AI news, Elon Musk announced that Grok Imagine will produce a full length AI adaptation of The Odyssey, and OpenAI has disclosed an “unprecedented cyber incident” in which its models escaped a sandbox an
More Tariffs Coming & Cyclospora’s Source 7/21/26
U.S. Trade Representative Jamieson Greer signaled another round of President Trump’s tariffs is on the way, on the heels of a new 50% levy on Canadian goods as varied as wine and hockey sticks. Greer says he expects action soon. The cyclospora pathogen is sparking fears – and false positives - as regulators struggle to determine the source of the recent explosive diarrhea outbreak. Former FDA Co
AMC CEO Adam Aron & OpenAI Chairman Bret Taylor 7/20/26
After The Odyssey’s strong opening weekend at the box office, AMC CEO Adam Aron discusses the shifting entertainment landscape and AMC’s financial results this quarter. Aron also discusses audience appetite for films using AI tools and AI actors. AI is also on the table for the next interview, with OpenAI chairman and Sierra co-founder Bret Taylor. Taylor weighs in on the debate about tokenmaxxing
A Chip Sell-Off, Netflix’s Report, & President Xi’s AI Pitch 7/17/26
Netflix shares are under pressure after its quarterly earnings forecast disappointed investors, and chip stocks are down amid concern about AI investment. JPMorgan Asset Management global market strategist Hugh Gimber explains why the pressure on chip and memory stocks might continue until hyperscaler companies report their own earnings in a few weeks. In Shanghai, CNBC’s Eunice Yoon reports on Pr
Expanding Trump Accounts with IRS CEO & SSA Commissioner 07/16/26
Frank Bisignano serves as Commissioner of the Social Security Administration & CEO of the IRS, and now he’s being tapped to lead the expansion of Trump Accounts. In an extended interview, the Commissioner discusses stock donations to Trump Accounts and the tech transformation within the IRS. Netflix shares are down over 40% for the past 12 months, but MoffettNathanson analyst Robert Fishman says
Jamie Dimon in Pennsylvania & Rich Kleiman in “Sports Week” 7/15/26
JPMorgan Chase CEO Jamie Dimon and Senator Dave McCormick (R-Pennsylvania) discuss the bank’s $24 million investment in Pennsylvania’s maritime industry. Both Dimon and Sen. McCormick discuss the future of American industry, politics, national security, and AI. Plus, On July 16th, CNBC and Boardroom are bringing their fourth annual Game Plan Summit to Fanatics Fest. Ahead of the summit, longtime s
Bonus: Warren Buffett in Omaha 7/15/26
Warren Buffett plans to give away all of his Berkshire shares within eight years, but he has ended his 20-year-long philanthropic relationship with the Gates Foundation. In a sit-down interview with Becky Quick, Buffett discusses the decision to omit the Gates Foundation from his annual charitable gift. Plus, Buffett explains Berkshire’s expanded stake in Alphabet, and he weighs in on a market dri
Chamath Palihapitiya Goes All In on AI, SPACs, IBM, & Politics 7/14/26
Chamath Palihapitiya, host of the All-In Podcast and CEO of both Social Capital and 8090, sits down with Joe Kernen and Andrew Ross Sorkin for a wide-ranging interview. The founder and investor views AI as a “great leveler,” and he argues that Silicon Valley has an AI marketing problem. A California billionaire himself, Palihapitiya discusses his commitment to the state–and his frustration with th
The GOP’s Future, Apple Sues OpenAI, & the Musk-Altman Feud 7/13/26
After the death of Senator Lindsey Graham (R-SC), former Congressman Patrick McHenry (R-NC) discusses Sen. Graham’s legacy and the future of both the Republican and Democratic parties.
Shares of SK Hynix fell over 15% in Seoul on Monday after its impressive Friday debut of US-traded shares on the Nasdaq. Semafor’s Rohan Goswami is reporting that friends and advisers of Paramount CEO David Ellison
SK Hynix Hits the Nasdaq & Talking FIFA with Men in Blazers 7/10/26
South Korean memory chip giant SK Hynix is now publicly traded on the Nasdaq, raising billions from U.S. investors. OpenAI’s Fidji Simo, second in command at the company, is leaving to manage a chronic illness. CNBC’s Kate Rooney reports on the ongoing questions about governance at OpenAI. Stat News reporter Bob Herman is digging into the cracks of the American health care system, the Federal Rese
The Top State for Business & Debating Prediction Markets 7/9/26
CNBC's Megan Cassella reports on the latest strikes between the U.S. and Iran, and Democratic Senate Nominee for Maine Graham Platner is ending his campaign. Former Republican Senator for Nevada Dean Heller is now an advisor to Kalshi, and he responds to former New Jersey Governor Chris Christie’s comments about the difference between prediction markets and sports gambling. Plus, CNBC’s 20th annua
“It’s Over.” The President with NATO & the Legacy of Elie Wiesel 7/8/26
At the NATO summit in Turkey, President Trump remarked that the memorandum of understanding with Iran is “over.” CNBC’s Steve Sedgwick reports on the ground in Ankara, and Nicholas Burns, former Ambassador to NATO under George W. Bush, discusses the economic pressure points that could be effective in negotiations with Iran. Andrew Ross Sorkin calls into the show with news about Blue Origin: the sp
A NATO Summit in Turkey, Tilly Norwood, & World Cup Wagering 7/7/26
President Trump has arrived in Turkey for the NATO summit, and Senator Chris Coons (D-DE) is also in Ankara with the U.S. delegation. Sen. Coons discusses the goals for the U.S. and its allies at the summit. Former New Jersey Governor Chris Christie is now a strategic advisor to the American Gaming Association, and he’s zeroing in on the differences between legal sports betting and prediction mark
Trump Accounts Launch: Brad Gerstner 7/6/26
On July 4th, the administration officially launched Trump Accounts, a new savings and investing vehicle for kids under 18 in the U.S. One of the orchestrators, Silicon Valley investor Brad Gerstner, explains the platform, SpaceX COO Gwynne Shotwell’s donation to it, and the vision for the American dream. Plus, Taylor Swift and Travis Kelce were married at MSG in New York over the holiday weekend,
President Donald J. Trump: America at 250 7/3/26
President Donald J. Trump sits down with Joe Kernen for an exclusive, extended interview ahead of America’s 250th anniversary. In a wide-ranging conversation, the President discusses the stock market’s performance, the war in Iran, the Supreme Court’s latest decisions, AI innovation, and the government’s stake in Intel. Plus, President Trump addresses his own financial disclosures and considers hi
A 5% Stake in OpenAI & Walter Isaacson 7/2/26
OpenAI is reportedly discussing giving the U.S. government a 5% stake in the company, and Meta may be preparing to sell its AI compute power. Former Meta Chief Technology Officer Mike Schroepfer maps out the future of tech’s infrastructure and consumption. Plus, to celebrate America’s 250th birthday, author Walter Isaacson penned “The Greatest Sentence Ever Written,” a deep dive into the first sen
Bonus: The Path with Becky Quick: A Father’s Rare Determination 7/2/26
John Crowley does not stop at bad news. His two young children, Megan and Patrick, were babies when they were diagnosed with Pompe disease, a rare and fatal form of muscular dystrophy. Crowley changed his entire life in a race against the clock to find a treatment for his kids and reinvented his career at the same time. It was a breakthrough that inspired a Hollywood film, he tells Becky Quick for
Palantir CEO Alex Karp: CEOs are Livid 7/1/26
Palantir CEO Alex Karp is fired up about the costs of AI lab tokens–and he assures us that every other CEO is angry, too. In a passionate interview, Karp addresses “tokenmaxxing,” national security, global AI competition, and Palantir’s expanded partnership with Nvidia. Then, two teens from opposite sides of the political aisle have come together to write a book about bipartisanship. Larra Mullin,
“Grocery Price Emergency” & Crypto’s Tough 2026 6/30/26
President Trump has not signed the housing legislation that passed both chambers. Instead, the President has underscored his priority: the SAVE America Act. A commercial JetBlue flight hit a drone at JFK, and SpaceX may one day donate stock shares to “Trump accounts.” Former director of the CFPB Rohit Chopra is about to begin a new role as Business and Consumer Services Agency Secretary for Califo
Comcast’s Next Spinoff & The US Men’s National Team 6/29/26
The markets are coming off of a volatile week, and Comcast is spinning off NBCUniversal and Sky. Evercore founder Roger Altman discusses both. As the Round of 32 begins, donor to the US Men’s National Team Scott Goodwin explains why he’s helping to pay the salary of the head coach, Mauricio Pochettino. A hedge funder and a soccer fan, Goodwin believes in the unifying power of a national sports tea
Jeremy Grantham: The Most Expensive Market in American History 6/26/26
Investing legend Jeremy Grantham founded one of the first index funds in the 1970s, and in a special Squawk interview, he’s issuing a warning to investors. A permabear, Grantham expects a market decline of 70%, and he’s counseling his team to avoid U.S. stocks. Plus, OpenAI may wait until 2027 to IPO, and Apple is hiking product prices, thanks to rising costs of memory chips.
Jeremy Grantham -
House Minority Leader Jeffries & SpaceX Investor Mark Pincus 6/25/26
After New York’s primaries, House Minority Leader Hakeem Jeffries (D-NY) discusses the future of the Democratic Party in a midterm election year. Plus, Zynga founder and Reinvent Capital partner Mark Pincus has written a book, “Life at the Speed of Play.” Pincus discusses his thesis of how to build successful products from good ideas, as well as his investments in SpaceX and Anthropic. Pincus is s
Treasury Sec. Scott Bessent: Mayor Mamdani is Leading Democrats 6/24/26
In an extended interview, U.S. Treasury Secretary Scott Bessent addresses the administration’s approach to tariffs, negotiations with Iran, and his own view on America’s AI dominance and regulation, and the future of the Federal Reserve. The morning after the NYC primary elections, Sec. Bessent also weighs in on the future of the Democratic Party. Plus, Google parent Alphabet has replaced Verizon
Coatue Founder Philippe Laffont 6/23/26
Coatue founder and portfolio manager Philippe Laffont shares his perspective on AI, the investing mistakes he’s made, and much more in an extended interview. Once a ‘Tiger Cub,’ Laffont now has $90 billion under management and is looking for his next bet in space and tech. Plus, a tech selloff has rocked global markets, the Senate has advanced a housing bill that limits private equity purchases of
Alan Greenspan’s Legacy: Mohamed El-Erian & Walter Isaacson 6/22/26
Former Federal Reserve Chairman Alan Greenspan has died at 100 years old, leaving an enormous legacy for the American financial system. Economist Mohamed El-Erian remembers this titan of American economics, including his historic career as Fed Chair for five consecutive terms under four U.S. Presidents. Author Walter Isaacson shares Greenspan stories of his own, as well as his expectations for a S
Betting on Cursor & Collaborating in AI 6/18/26
SpaceX will be acquiring AI coding startup Cursor for $60 billion. AI venture capitalist Michael Fertik was that company’s first investor, and he explains why a software vibe coding company is a good match for Elon Musk’s AI ambitions. Victor Riparbelli, CEO of AI video platform Synthesia, was at the AI working lunch at the G7 in France, in the room with Sam Altman, Dario Amodei, Demis Hassabis, M
AI at the G-7 & A Memorandum of Understanding 6/17/26
At the G-7 meeting in France, President Trump commented on the memorandum of understanding between the U.S. and Iran. CNBC’s Megan Cassella reports on the market reaction to the document, and David Albright, former Nuclear Weapons Inspector, reviews his concerns about the MOU’s “leaky language.” AI giants including OpenAI, Anthropic, and Google are also attending this year’s G-7 summit; former Whi
SpaceX Making IPOs Great Again & Does Your Dog Love You? 6/16/26
SpaceX has surged past expectations - and many of the most valuable companies in the U.S - in its meteoric stock debut. SEC Chairman Paul Atkins believes enthusiasm for Elon Musk’s space company can fuel demand for more initial public offerings. President Trump is at the G-7 meeting of world leaders in France, as negotiations on the wars in Iran and Ukraine continue. Megan Cassella reports on the
SpaceX Bull Ron Baron & Vice President JD Vance 6/15/26
The U.S. and Iran have agreed to a peace deal, set to be signed on Friday. Vice President JD Vance shares details of the deal, including flows through the Strait of Hormuz, Iran’s nuclear program, and the resulting shifts to energy prices. As SpaceX starts its first full day of trading on the public markets, Ron Baron, with about half of his $70B+ fund’s portfolio in SpaceX and Tesla, says he’s st
The SpaceX IPO: a16z’s David George & Elon Musk’s $1T 6/12/26
SpaceX is now publicly traded on the Nasdaq. Andreessen Horowitz General Partner David George bet on Elon Musk in 2021, and he’s still betting on him–and SpaceX. Venture capitalist Ben Narasin considers the potential future of the stock and what it could mean for other IPOs (like Anthropic and OpenAI) that are also set to list this year. CNBC’s Robert Frank reports on the numbers that will make El
Sports Boom: Betting with Gary Gensler & Fandom with George Pyne 6/11/26
The Knicks pulled off an historic comeback in Game 4 of the NBA Finals, and it isn’t the only sport riding the wave of renewed fan enthusiasm. Bruin Capital CEO George Pyne explains why sports viewership is booming, for the NBA as well as the NHL, MLB, and Golf. Former CFTC Chairman Gary Gensler led the agency when Congress passed the Dodd-Frank Act. Today, he argues that Congress did not intend t
World Cup Bets, HUD Secretary, & an Unconventional IPO 6/10/26
SpaceX is just days away from going public in what could be one of the biggest and most closely watched IPOs ever. CNBC’s Leslie Picker examines why this offering differs from a traditional Wall Street debut, and who stands to benefit. Some state pension funds could see significant gains as well; North Carolina State Treasurer Brad Briner discusses how the state's retirement system is positioned a
Knicks-onomics, OpenAI’s S-1, & Apple’s Siri AI 6/9/26
OpenAI has officially joined the IPO race with its confidential S-1 filing, but fellow AI lab Perplexity is planning to go public in 2028, . After the Senate’s vote-a-rama to pass the reconciliation bill that funds immigration enforcement, Senate Majority Leader John Thune (R-SD) discusses the DC agenda and elections in Texas and Maine. Apple has unveiled Siri AI at its Worldwide Developers Confer
SpaceX Demand & Cynicism, A Strong Labor Market, & Screwworm 6/8/26
After a stronger-than-expected May jobs report on Friday, US markets tumbled, breaking the S&P 500’s 9 week winning streak. Steve Liesman explains the monetary policy that could be coming this year under new Federal Reserve Chair Kevin Warsh. Ahead of the SpaceX IPO this week, Leslie Picker reports on retail investor demand for the listing, including which assets investors might flow out of to acc
T-Minus One Week: SpaceX’s IPO 6/5/26
A week out from the SpaceX IPO, WSJ business columnist Tim Higgins discusses the interest from retail investors. While the Nasdaq plans to fast track SpaceX’s entry into the Nasdaq 100 index, the S&P will not be fast tracking the company into its own marquee index. CNBC’s Robert Frank reports on the major wealth that the IPO will generate for SpaceX employees and of course, for Elon Musk. Plus, th
Bonus: The Path with Becky Quick: The Value of a Life 6/5/26
Noted value investor Guy Spier first gained the public's attention in 2007 when he and a partner paid just over $650,000 at a charity auction to have lunch with the world's most famous investor, Warren Buffett. Spier launched his fund Aquamarine in 1997, following closely to Buffett’s principles, but closed it down in early 2026 and returned money to investors following a diagnosis of the brain ca
Cheating in Chess with Ben Mezrich, Taxing AI with Andrew Yang 6/4/26
Andrew Yang, founder of the Forward Party and CEO of Noble Mobile, discusses taxing AI as concerns mount about its impact on resources and the labor market. A screw worm was found in Texas, and JPMorgan CEO Jamie Dimon is reportedly pitching the SpaceX IPO to wealthy clients, and the U.S. House of Representatives approved a resolution to end military action in Iran. Plus, “The Social Network” auth
Doing the Math in DC: Senators Thom Tillis & Elizabeth Warren 6/3/26
In the Senate Banking Committee room, Senator Thom Tillis (R-NC) and Senator Elizabeth Warren (D-MA) weigh in on Todd Blanche as acting Attorney General and Bill Pulte’s new appointment as acting Director of National Intelligence, and the concept of taxes on AI. Senator Warren does the math on wealth taxes, and Senator Tillis underscores his position with the President. Gearing up for retirement,
Tariffs with the USTR & Prediction Markets with the CFTC 6/2/26
In Washington, D.C., U.S. Trade Representative Jamieson Greer stops by the Squawk set to discuss trade and tariff strategy. Shortly after news broke of a potential tariff on Brazil, Ambassador Greer references his office’s investigations into unfair trade practices. CFTC Chairman Michael Selig is in DC as well, addressing his own role in regulating prediction markets. In corporate news, Anthropic
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