Squawk Pod

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 sentence of the Declaration of Independence. He reflects on the intention and legacy of America’s founders. Happy Fourth of July!

 

Mike Schroepfer - 13:22

Walter Isaacson - 23:27

 

In this episode:

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, 

@CameronCostaNY

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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 CNBC Cures.  Since then, Crowley has built two biotech companies focused on rare diseases that were later acquired by larger pharmaceuticals and today leads the industry lobbying group, BIO. 

 

Check out the video playlist of the first season of The Path:  https://www.youtube.com/playlist?list=PLVbP054jv0Ko-hAZBSDwZaejelC-FMjc_

 

Join us in advancing awareness and understanding of rare diseases. Visit CNBC.com/Cures to access more clips, resources, or to sign up for our weekly newsletter. 

 

Learn more about rare disease – and what to do in a diagnosis – at the National Organization for Rare Disorders: https://rarediseases.org/

 

Follow Becky Quick on X: @BeckyQuick

 

Please share your thoughts or rare disease story in the comments, and join us on The Path.

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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, daughter of DHS Secretary Markwayne Mullin, and Ellie Gottheimer, daughter of Congressman Josh Gottheimer (D-NJ), discuss their upbringing in and out of Washington, D.C. Plus, stocks are kicking off the second half of 2026 after a strong performance in the first, the U.S. government has lifted export controls on Anthropic’s Fable 5 and Mythos 5 models, Nike has reported its quarterly earnings, and President Trump’s annual financial disclosure report is making headlines. 

 

Alex Karp - 21:53

Ellie Gottheimer & Larra Mullin - 43:05

 

In this episode:

Alex Karp, @PalantirTech

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Seema Mody, @seemacnbc

Katie Kramer, @Kramer_Katie

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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 California. He’s concerned about pricing pressures on American consumers, calling the current environment a “grocery price emergency.” Plus, head of Coinbase institutional strategy John D’Agostino discusses crypto’s tough year so far, and considers the inherent value of digital assets. 

 

John D'Agostino        16:27

Rohit Chopra              31:47

 

In this episode:

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

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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 team. Plus, market indices are undergoing a reshuffle.

 

Roger Altman           12:02

Scott Goodwin       26:52

 

In this episode:

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.