Squawk on the Street

We break down the latest in the AI space as Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman call for a slowdown in development. Then, Former Product Executive at Google and Meta Rob Leathern joins with his reaction to the growing concerns around AI safety. Rapidan Energy CEO Scott Modell also shares his expectations for the oil market as prices head higher today. Plus, we preview what to expect from Apple and OpenAI's court hearing today over its trade secret case.
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Tech leaders are sounding the alarm over the pace of AI development. Early Anthropic investor Byron Deeter joins Squawk on the Street to discuss the calls to slow down—and what that could mean for AI spending and the IPO pipeline. That’s as President Trump takes to social media, saying China is the only one benefiting from a pause. And SambaNova CEO Rodrigo Liang unveils what the company calls the fastest chip for agentic AI and explains how it plans to take on Nvidia.
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Carl Quintanilla, David Faber and Sara Eisen covered lots of AI news moving the markets: Chip stocks tumbled after AI industry leaders called for an AI slowdown. Anthropic CEO Dario Amodei set the tone with his essay on the topic. OpenAI CEO Sam Altman and SpaceX and Tesla CEO Elon Musk were among those who agreed with what Amodei wrote. Altman told Fortune he is ruling out an OpenAI IPO for 2026. The anchors also discussed crude oil, gasoline and diesel prices surging ahead of this week's Fed meeting and decision on interest rates. Also in focus: President Trump's take on AI fears, former President Obama reportedly told Democrats to focus on AI oversight, Microsoft's "Humanist AI Code of Conduct," software stocks rally, retail stocks downgraded, 18 years since Lehman Brothers' bankruptcy filing.
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Former Goldman Sachs CEO Lloyd Blankfein remembers 9/11 on the 25th anniversary today. Then, we discuss what's driving diesel prices to record highs. Plus, we speak to Former OpenAI Researcher Daniel Kokotajlo as concerns around AI ramp up this week.
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The President speaks at the Pentagon Memorial as the country remembers the 25th anniversary of 9/11. Then we're joined now by Frank Bisignano who served as chief administrative officer at Citigroup in lower Manhattan at the time of the attacks, helped reopen the New York Stock Exchange, and is a founding member of the 9/11 memorial and museum. And later in the hour… a look at the move in Oracle, reversing early gains after earnings. Plus, new reporting on Situational Awareness’ Leopold Aschenbrenner, getting back into the public markets.
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