Shipping Risks in the Red Sea & Racing to Win AI 12/19/23
Squawk Pod19 Des 2023

Shipping Risks in the Red Sea & Racing to Win AI 12/19/23

The Houthis, a Yemeni rebel group backed by Iran, have amped up attacks on ships traveling through the Suez Canal since the beginning of the Israel-Hamas War. Director of Harvard’s Belfer Center Meghan O’Sullivan explains the disruptions to global shipping and the geopolitics at play in the Red Sea. The AI arms race is set to enter a new year, as 2023 winds down. CNBC’s Technology Correspondent Steve Kovach discusses Microsoft, Nvidia, and other winners so far, and Activate CEO Michael Wolf explains how smaller players measure up to the tech giants. Plus, Google will pay consumers $700m (~$2 a person) in its Play store settlement, Apple’s pressing pause on some of its watches, and Senator John Fetterman (D-Penn.) is hoping to block Nippon’s $14.9B acquisition of US Steel.

Meghan O’Sullivan - 12:30

Steve Kovach - 20:23

Michael Wolf - 20:23

In this episode:

Michael Wolf, @mjw

Meghan O’Sullivan, @OSullivanMeghan

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episoder(1796)

September 26, 2019: Former EY CEO Mark Weinberger, Republican Sen. Tom Cotton (R-AR), and Peloton CEO & Co-founder John Foley

September 26, 2019: Former EY CEO Mark Weinberger, Republican Sen. Tom Cotton (R-AR), and Peloton CEO & Co-founder John Foley

Joe Kernen, Becky Quick, and Andrew Ross Sorkin break down the political headlines with CNBC’s Washington Correspondent Eamon Javers. Mark Weinberger, a board member of the Business Roundtable, reveals the biggest concerns for CEOs navigating a trade war. Arkansas Republican Sen. Tom Cotton introduces his proposal for a tax break from tariffs. Plus, Peloton begins trading today; is it a fitness, software, or media company? CEO John Foley joined Squawk Box before the company’s IPO and made the case for why it’s all three.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

26 Sep 201933min

September 19, 2019: A special podcast from the Delivering Alpha Summit, presented by CNBC and Institutional Investor

September 19, 2019: A special podcast from the Delivering Alpha Summit, presented by CNBC and Institutional Investor

Longtime tech investor and Delivering Alpha speaker Glen Kacher is watching tech infiltrate every sector of the economy, and he predicts that the IPO market will lose steam. Steve Bannon, former White House Chief Strategist and advisor to President Trump, maps out the battles in a trade war with China. Plus, the Rockefeller Foundation’s Raj Shah debates the value of investing for social impact. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

25 Sep 201928min

September 25, 2019: WeWork’s Wild Ride; Dr. Scott Gottlieb; Ken Feinberg; Anheuser-Busch InBev CEO Carlos Brito and Water.org’s Gary White

September 25, 2019: WeWork’s Wild Ride; Dr. Scott Gottlieb; Ken Feinberg; Anheuser-Busch InBev CEO Carlos Brito and Water.org’s Gary White

Former FDA Commissioner Scott Gottlieb responds to news that the CEO of Juul is stepping down amid growing health concerns about vaping. Boeing has launched a $50 million financial assistance fund for families affected by the two 737 Max aircraft crashes; Ken Feinberg, administrator of that fund, shares challenges ahead. Water.org co-founder Gary White and Anheuser-Busch InBev CEO Carlos Brito encourage big corporations to pay--or “pour”--success forward. They discuss a shared mission to bring clean water to communities around the globe. Plus, Joe Kernen, Becky Quick, and Andrew Ross Sorkin break down the two other headlines shaping today’s news: WeWork and Nancy Pelosi’s impeachment inquiry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

25 Sep 201934min

Introducing Squawk Pod

Introducing Squawk Pod

The most powerful show in business news as a podcast.  It’s all the things that Squawk Box’s TV viewers have come to expect on a daily basis – plus behind-the-scenes content from the production team – right in your ears. Coming soon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

23 Sep 20192min

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