Squawk Pod Musk’s Mega-Merger, Disney’s New CEO, & Patriots CEO Robert Kraft 2/3/26
9 snips
Feb 3, 2026 
Julia Boorstin, CNBC media reporter covering Hollywood and corporate leadership. Robert Kraft, Kraft Group chair and New England Patriots owner promoting the Blue Square Alliance. They discuss Disney’s parks-focused leadership shift and why experiences matter. They also cover Kraft’s Super Bowl ad and community campaign against antisemitism, plus the NFL and team outlook.
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Musk Seeks Vertical Integration In Space AI
- Elon Musk plans to vertically integrate SpaceX, xAI and X to create space-based AI infrastructure.
- Hosts debated whether owning the AI model is necessary versus providing neutral space data centers.
Space Data Centers Solve Cooling But Raise Risks
- Running AI data centers in space could reduce cooling and energy constraints, per discussion.
- Panelists raised antitrust and neutrality concerns if a single owner controls orbital infrastructure.
Shutdown Could End Fast But Already Hurts Data Flow
- A short government shutdown could end quickly with bipartisan support and presidential lobbying.
- Early impacts include delayed economic data releases like the jobs report.