Squawk Pod

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 science fiction. Billionaire mutual funder Ron Baron made literal billions from his long-term bets on Elon Musk’s Tesla and SpaceX companies. In an extended conversation, he discusses data centers in space, dystopian robots, and the potential tie-up of Tesla and SpaceX. Plus, bitcoin fell after the Clarity Act failed to pass the Senate, and diesel prices hit a record high.

Ron Baron - 15:54
Cameron Berg - 48:52

In this episode:
Ron Baron, @BaronCapital
Cameron Berg, @camhberg
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie

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

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 AI infrastructure ecosystem and the long road of power development in the U.S. Plus, President Trump and Jensen Huang have weighed in on AI regulations, warnings, and guardrails.

Gov. Wes Moore - 14:06
Revathi Advaithi - 30:59

In this episode:
Gov. Wes Moore, @iamwesmoore
Revathi Advaithi, @RevathiAdvaithi
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie

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

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 power to pause AI IPOs until regulation is passed. CNBC’s Leslie Picker reports on the IPO timeline for Anthropic and OpenAI amid the calls for a slowdown. Plus, Elon Musk biographer Walter Isaacson considers methods for humans to maintain control of AI.

Leslie Picker - 19:36
Joe Manchin - 24:49
Walter Isaacson - 42:31

In this episode:
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Joe Manchin, @Sen_JoeManchin
Leslie Picker, @LesliePicker
Katie Kramer, @Kramer_Katie

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

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 York today. In 2026, AI is becoming a flashpoint for concern and for unity. Nvidia’s Jensen Huang has suggested that cybersecurity companies stoking the fires of alarm, while President Trump dismissed AI fears and OpenAI’s Sam Altman held a company all-hands after AI researchers shared concerns publicly. Plus, August’s CPI report has raised the likelihood of an interest rate hike from the Fed.

Tom Michaud - 15:13
Steve Liesman - 26:14

In this episode:
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Steve Liesman, @steveliesman
Katie Kramer, @Kramer_Katie

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

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 leader Pierre Poilievre discusses the U.S.-Canada trade relationship and the future of his country’s politics. Plus, President Trump, Treasury Secretary Scott Bessent, and Democrat Senator John Fetterman spoke at the GOP Midterm Convention in Dallas.

Tristan Harris 18:34
Pierre Poilievre 37:39

In this episode:
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Katie Kramer, @Kramer_Katie

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