Squawk Pod

After President Trump hosted tech and AI leaders at the White House on Tuesday, the group ultimately agreed to an “Accord on Super Intelligence.” Director of National Intelligence Jay Clayton, in the room for the meeting, discusses the significance of the accord and liability issues for AI. While Axios has reported that Jay Clayton could be one of President Trump’s candidates for AI Czar, Clayton is focused on the outcomes of Tuesday’s meeting. Author of “The Infinity Machine” Sebastian Mallaby weighs in on the accord as well, addressing Dario Amodei’s relationship with the President and the friction between innovation and safety in the world of artificial–or super–intelligence.

Sebastian Mallaby - 19:56
Jay Clayton - 31:12

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

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One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe.

Watch the full documentary, read the article and explore excerpts from Rogers’ text message history here: cnbc.com/insideman

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As tech titans head to the White House for a meeting, Speaker Mike Johnson (R-LA) discusses his expectations for the meeting, the future of AI guardrails, and the upcoming midterm elections. Senator Elizabeth Warren (D-MA) is zeroing in on big tech’s tax breaks and the AI data center build out. SEC Chairman Paul Atkins responds to Anthropic’s “existential risk to humanity” in its IPO prospectus. Chair Atkins underscores his own mission to keep America’s IPO market strong.

Paul Atkins - 08:30
Speaker Mike Johnson - 20:26
Sen. Elizabeth Warren - 38:35

In this episode:
Paul Atkins, @SECPaulAtkins
Rep. Mike Johnson, @SpeakerJohnson
Sen. Elizabeth Warren, @SenWarren
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Cameron Costa, @CameronCostaNY

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In an extended interview, Nvidia CEO Jensen Huang explains the company’s newest AI safety software–part of an effort to create a modern web browser for AI. Huang makes the case to innovate and understand technology before attempting to regulate it. Then, former Disney CEO Bob Chapek unveils his memoir, “Inside the Castle Walls: My Thirty Years at the Happiest Place on Earth.” Chapek recounts his long career at Disney and his tumultuous two and a half years as CEO, before being replaced by the very leader he succeeded: Bob Iger. Chapek reflects on the dramatic and disappointing end to his tenure. Plus, Bill Gates has issued another warning on AI.

Jensen Huang - 09:32
Bob Chapek - 38:36

In this episode:
Jensen Huang, @JensenHuang
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Cameron Costa, @CameronCostaNY

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U.S. Ambassador to China David Perdue has been in the room during the summit and state dinner between President Trump and President Xi this week. Amb. Perdue discusses the evolving relationship between the two leaders, bilateral trade, Iran, Taiwan, and the potential of U.S.-China collaboration on AI. Plus, Ark Invest CIO and CEO Cathie Wood shares her outlook, as shared in her latest investor letter. A Tesla, SpaceX, Coinbase, Kalshi, and Robinhood investor, Wood discusses her bets on the future of tech.

Megan Cassella - 02:33
Amb. David Perdue - 15:03
Cathie Wood - 30:41

In this episode:
Cathie Wood, @CathieDWood
Megan Cassella, @mmcassella
Joe Kernen, @JoeSquawk
Kelly Evans, @KellyCNBC
Cameron Costa, @CameronCostaNY

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