Squawk Pod

OpenAI has closed a staggering $110 billion funding round, more than doubling its record-setting raise from just a year ago. OpenAI CEO Sam Altman joins alongside Amazon CEO Andy Jassy to discuss the massive new capital infusion, the details behind OpenAI and Amazon’s $50 billion strategic partnership, and what comes next for agentic AI. Then, IBM vice chairman and former Trump NEC director Gary Cohn reacts to news that Block is cutting 40% of its workforce, citing AI efficiencies. Cohn discusses what those cuts signal about the future of work, the broader economy, and the market’s AI-fueled momentum. Plus, Paramount Skydance moves closer to a deal for Warner Bros. Discovery, and President Trump meets with New York City Mayor Zohran Mamdani.

 

Gary Cohn                       18:23

Sam Altman & Andy Jassy          32:55

 

In this episode:

Gary Cohn, @Gary_D_Cohn

Sam Altman, @sama

Andy Jassy, @ajassy

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Zach Vallese, @ZachVallese

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After reporting a strong quarter, Nvidia CEO Jensen Huang speaks to Becky Quick about his company’s future and the future of the AI landscape–including the ongoing standoff between Anthropic and the Pentagon. FDA Commissioner Dr. Marty Makary discusses the agency’s push for reforms and expedited drug approvals, particularly for rare disease therapies. Plus, Beast Games Season 2 finale is out on Amazon Prime, and season three is already in preproduction. Beast Industries CEO Jeff Housenbold discusses his ambitions of building another Disney while producing the most-followed person on the internet, Mr. Beast. 

 

Dr. Marty Makary - 17:16

Jeff Housenbold - 33:30

 

In this episode:

Dr. Marty Makary, @DrMakaryFDA

Jeff Housenbold, @jtbold

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin,

 @andrewrsorkin

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After the President’s State of the Union address, Rep. Josh Gottheimer (D-New Jersey) discusses his party’s response to the lengthy speech and underscores the affordability crisis facing many Americans. CNBC’s Eamon Javers recaps the evening’s highlights, including moments of partisan- and bipartisanship. Then, Centers for Medicare and Medicaid Services administrator Dr. Mehmet Oz discusses the administration’s push to lower drug prices. Plus, Anthropic has changed its safety policy. 

Rep. Josh Gottheimer - 21:28

Dr. Mehmet Oz - 29:44

In this episode:

Josh Gottheimer, @RepJoshG

Dr. Mehmet Oz, @DrOz

Eamon Javers, @eamonjavers

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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Ahead of the President’s State of the Union address tonight, Joe Kernen sits down with lawmakers on both sides of the aisle. First, Senator Ted Cruz (R-Texas) discusses the Supreme Court’s tariff ruling and his outlook for geopolitical shifts in the rest of President Trump’s term. Then, Senator Maria Cantwell (D-Washington) discusses tariff confusion and the latest development in Netflix’s and Paramount Skydance’s competing bids for Warner Bros. Discovery. 

 

Sen. Ted Cruz - 10:48

Sen. Maria Cantwell - 24:16

 

In this episode:

Ted Cruz, @SenTedCruz

Maria Cantwell, @SenatorCantwell

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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As a major blizzard blankets much of the East Coast, the bigger storm is in Washington. After the Supreme Court of the United States struck down President Donald Trump’s global tariff policy, the President responded with a new 15% tariff on all imports, putting U.S. trade deals and the broader global order in question. CNBC’s Steve Liesman explains the ruling and what comes next. Yale Law School professor and former Biden Treasury official Natasha Sarin debates former Trump economic advisor Stephen Moore on the economic impact and outlook of more tariffs. Then, Washington State Senator Jamie Pedersen discusses his proposal to raise the income tax on millionaires and its likelihood to encourage executives to leave the state. Plus, President Trump urges Netflix to remove board member and former Biden policy chief Susan Rice.

 

Steve Liesman - 19:04

Stephen Moore and Natasha Sarin - 32:57

Jamie Pedersen - 46:23

 

In this episode:

Natasha Sarin, @NatashaRSarin

Stephen Moore, @StephenMoore

Steve Liesman, @SteveLiesman

Joe Kernen, @JoeSquawk

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.