Squawk Pod

John Stankey, CEO of AT&T, shares insights on the fast-paced evolution of telecommunications and the impact of emerging AI technologies, notably the rise of the Chinese startup DeepSeek. Patrick McHenry, former U.S. Congressman, discusses pressing national security concerns regarding technology and the future of TikTok amidst U.S.-China tensions. They explore the complexities of competition in the AI landscape and the strategic adaptations needed for both corporations and government policies in this rapidly changing environment.

Marc Benioff, CEO of Salesforce, shares his insights from the World Economic Forum. He delves into the future of AI and its integration with human collaboration, emphasizing competition between tech giants like Microsoft and OpenAI. Benioff talks about the White House’s joint venture, Stargate, and its implications for the industry. He also reflects on his work with the Trump administration and the rising influence of big tech in Washington, highlighting the transformative potential of AI in various sectors.

Dario Amodei, CEO of Anthropic, a top AI research firm, discusses groundbreaking advancements in artificial intelligence. He highlights the capabilities of their language model, Claude, and its implications for future work dynamics. The conversation delves into the AI arms race, particularly focusing on the strategic necessity for U.S. technological leadership. Amodei also explores the concept of a 'virtual collaborator' and the potential of AI to enhance productivity while addressing regulatory challenges and global competition.

Larry Fink, CEO of BlackRock and a leading voice in finance, discusses groundbreaking ideas at the World Economic Forum. He dives into the $500 billion Stargate AI project and its transformative potential for the economy. Fink advocates for tokenizing equities, a move he believes could revolutionize investing. The conversation also touches on inflation risks, the bond market's influence, and the challenges surrounding ESG policies. His insights highlight a future where technology reshapes finance and accessibility for all investors.

James Quincey, CEO and chairman of Coca-Cola, shares insights on the company's innovative strategies at the World Economic Forum. He discusses the success of new product lines and the importance of local brand loyalty amidst global marketing challenges. Quincey highlights their foray into the alcoholic beverage market and the growth opportunities in emerging markets. He also addresses the economic hurdles in China, including real estate and tariffs, and how Coca-Cola is adapting its advertising strategies using generative AI.

Dara Khosrowshahi, CEO of Uber and a leader in tech innovation, discusses the company’s future amid shifting political landscapes. He reveals that Uber plans to thrive without government EV subsidies, emphasizing electric vehicle integration and the imminent arrival of self-driving cars. Khosrowshahi also tackles the ramifications of congestion pricing in New York City and discusses how it will reshape traffic management and user experience in urban areas. His insights paint a picture of Uber's adaptability in a rapidly evolving transportation sector.

Jamie Dimon, the influential CEO of JPMorgan Chase, shares his insights from the World Economic Forum in Davos. He discusses the political landscape under President Trump and its potential impacts on the economy. Dimon emphasizes the challenges of geopolitical tensions and the role of a stronger dollar in global investments. He also touches on the necessity for economic reforms in Europe and the strategic implications of cryptocurrencies like Bitcoin. The conversation reveals how JPMorgan navigates these complexities while fostering diversity and inclusion.

Satya Nadella, the CEO of Microsoft, joins Andrew Ross Sorkin to discuss the transformative power of AI on the labor force. He delves into the implications of the Stargate project, a massive AI infrastructure collaboration. Nadella addresses the competitive landscape of tech, navigating Microsoft’s pivotal partnership with OpenAI amidst speculation. The conversation highlights how AI is redefining job roles and the global race for technological supremacy, sparking insights about future workforce dynamics shaped by artificial intelligence.

Ray Dalio, founder of Bridgewater and author of influential books, dives deep into pressing global financial issues. He discusses America’s rising national debt and shares strategies for navigating a potential debt crisis. Dalio explores the role of AI in the economy and geopolitics, particularly during Trump’s presidency. Additionally, he offers insights on investment strategies amid rising interest rates and the changing landscape of money, including alternatives like gold and Bitcoin. His perspectives on the U.S.-China relationship highlight the need for urgent action to avoid escalating tensions.

In this special extended episode, Becky Quick speaks to insiders from Wall Street, Washington, and C-suites ahead of President Donald Trump’s inauguration as the 47th President of the United States. Tune in for over 2 hours of conversations with investors like Stanley Druckenmiller and David Rubenstein, Pfizer CEO Albert Bourla, and DC insiders including Senator Markwayne Mullin (R-Oklahoma), Senator Bill Hagerty (R-Tennessee), and Senator Chris Coons (D-Delaware).  In this episode:Eamon Javers, @EamonJaversSteve Liesman, @steveliesmanRobert Frank, @robtfrankEmily Wilkins, @emrwilkinsBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY