Squawk Pod

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, Marc Benioff, and world leaders including President Trump. Riparbelli discusses the group’s effort to collaborate on AI guardrails, while maintaining the pace of innovation. The U.S. and Iran have signed the Memorandum of Understanding to end the war in Iran, but CNBC’s Eamon Javers indicates that there are more negotiations still to come. Plus, CNBC’s Steve Liesman reports on Kevin Warsh’s first meeting as Federal Reserve Chairman.  

 

Steve Liesman           4:06

Eamon Javers             11:28

Victor Riparbelli        18:26

Michael Fertik              28:13

 

In this episode:

Joe Kernen, @JoeSquawk

Steve Liesman, @steveliesman

Eamon Javers, @eamonjavers

Kelly Evans, @KellyCNBC

Katie Kramer, @Kramer_Katie

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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 White House Chief Technology Officer Aneesh Chopra considers the importance of global coordination on AI development, particularly in light of Anthropic’s decision to suspend its top models Fable and Mythos. 

 

Megan Cassella - 13:03

David Albright - 16:55

Aneesh Chopra - 26:27

 

In this episode:

Megan Cassella, @mmcassella

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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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 latest from the summit. And, do sports or pets make you happier? Arthur Brooks on the science behind what our brains love. 

 

Megan Cassella        5:38

Paul Atkins           13:29

Arthur Brooks         25:20 

 

In this episode:

Paul Atkins, @SECPaulAtkins

Arthur Brooks, @arthurbrooks 

Megan Cassella, @mmcassella

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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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 still betting on Elon Musk. Baron addresses valuation concerns and explains his ongoing optimism regarding the world’s first trillionaire. 

 

Leslie Picker

Ron Baron 

Vice President JD Vance

 

Leslie Picker - 10:01

Ron Baron - 18:26

Vice President JD Vance - 44:25

 

In this episode:

Leslie Picker, @LesliePicker

Robert Frank, @robtfrank

Brian Sullivan, @SullyCNBC

Becky Quick, @BeckyQuick

Cameron Costa, @CameronCostaNY

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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 Elon Musk the world’s first trillionaire. CNBC’s Morgan Brennan shares highlights from her interview with SpaceX President Gwynne Shotwell, and Elon Musk addresses his employees and investors ahead of the company’s first trade. 

 

Morgan Brennan - 3:47

David George - 10:59

Ben Narasin - 19:47

Robert Frank - 30:19

Elon  Musk - 37:07

In this episode

David George, @DavidGeorge83

Robert Frank, @robtfrank

Morgan Brennan, @MorganLBrennan

Melissa Lee, @MelissaLeeCNBC

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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