CNBC, every mention
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every year anyone Alex Kantrowitz 87Ranjan Roy 4Thomas Kurian 3Eric Markowitz 2Rick Heitzman 1Paul Kedrosky 1M.G. Siegler 1Emil Michael 1Dick Costolo 1David Friedberg 1
Verbatim, from the transcripts: the passages where CNBC comes up
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 18:58 Alex Kantrowitz Now, uh, I was on CNBC last week talking a little bit about the Ternus era and the challenges that are coming his way.
Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- ▶ 1:58 Alex Kantrowitz Okay, so this is from CNBC. 2 times in the scene
- ▶ 17:01 Alex Kantrowitz That Dario is just like, get me one on the line and let's go and see NBC together.
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
- ▶ 28:38 Ranjan Roy Can you say that on CNBC soon?
Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- ▶ 22:05 Paul Kedrosky You know, Alex Karp was complaining on CNBC the other day, I'm sure you saw it, this, that these companies are increasingly marching up market.
- ▶ 23:06 Alex Kantrowitz So, um, carp of course went on CNBC and talked about how you can't trust the anthropics and the open AIs of the world with your data. 2 times in the scene
AI Agents Are Creating A Data Explosion. Here's What To Do About It. — With Clint Sharp
- ▶ 11:25 Alex Kantrowitz So this, I, I'm sure you remember the CNBC interview with Alex Karp, where he was basically saying, if you're using an AI product, um, they're charging you so cheap in order to sort of obtain this exhaust data and, and come and, and…
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 17:43 Alex Kantrowitz Um, CNBC has a story, uh, for us on this. 2 times in the scene
OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
- ▶ 9:18 Alex Kantrowitz Uh, CNBC talking about how he was going to build this open model, um, based, you know, uh, based off of NVIDIA that you would effectively use with his Palantir consultants to put the AI into action, right?
Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- ▶ 1:27:47 Alex Kantrowitz Uh, listeners, if you are listening on the podcast, you'll see, uh, what you're, what we're looking at at the audience here is a image of Evan Spiegel on CNBC wearing the latest snap specs. 2 times in the scene
Are AI Glasses Over? + Big Technology AI Summit Audience Questions
- ▶ 1:00 Alex Kantrowitz Uh, listeners, if you are listening on the podcast, you'll see, uh, what, what you're, what we're looking at at the audience here is a image of Evan Spiegel on CNBC wearing the latest snap specs. 2 times in the scene
SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War
- ▶ 49:41 Alex Kantrowitz Uh, but I was still on the day of, uh, or the day after I was on, uh, CNBC and said, look, um, you know, the stock's down four percent.
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 35:19 Ranjan Roy It's between, I think I saw, like, Josh Brown on CNBC called it, like, three asteroids coming to hit the earth, like, the amount of capital that's gonna be required from the rest of the world outside of sovereign wealth money and Dragoneer…
Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
- ▶ 4:56 Alex Kantrowitz And so, look, I'll tell you what I remember covering, because I was a Twitter beat reporter for a while, and what I remember covering, because I would go on CNBC and talk about Twitter earnings, and I would always look back to the sort of…
- ▶ 21:39 Dick Costolo It's not going to be compared to, but Sam says, and we just saw in the, we just saw in the, you know, opening bell on CNBC that they have this much, they had to spend this much in compute.
Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
- ▶ 2:36 Ranjan Roy I honestly think I was watching on CNBC, they had like a Chiron, uh, like something like OpenAI, is OpenAI the new WeWork?
- ▶ 37:29 Alex Kantrowitz Um, uh, you know, I was, I was, uh, asked to go on CNBC to talk about this stuff this week. 2 times in the scene
AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
- ▶ 53:16 Alex Kantrowitz That, and this is a great article on it from CNBC that Deirdre Bosa wrote, um, AI demand is inflated and only anthropic is being realistic.
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- ▶ 40:59 Alex Kantrowitz Um, this is from CNBC.
The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
- ▶ 45:54 Emil Michael Andrew Ross Sorkin asked me the same thing on CNBC.
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
- ▶ 40:37 Alex Kantrowitz From CNBC, Maine is set to become the first state with a data center ban.
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 1:22 Alex Kantrowitz The maker of chat GPT said it has acquired TBPN, an online talk show that aims to compete with Bloomberg and CNBC.
OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
- ▶ 23:29 Alex Kantrowitz CNBC.
- ▶ 35:51 Alex Kantrowitz And Jim, and part of it was Jim Cramer asking him on CNBC about his, um, about his, his impression on whether companies will continue to, uh, lay people off with AI.
- ▶ 42:08 Alex Kantrowitz Uh, this is from, let's see, CNBC.
Are We Screwed If AI Works? — With Andrew Ross Sorkin
- ▶ 0:03 Alex Kantrowitz Let's talk about it with Andrew Ross Sorkin of CNBC and the New York Times and the author of the bestselling book, , who's here with us in studio today.
- ▶ 2:31 Alex Kantrowitz Will you have a handful of AI assistants working for you in your various capacities and at the times at CNBC?
- ▶ 46:52 Andrew Ross Sorkin Anchoring on CNBC in the morning, I remember during the SPAC, um, what would you call that?
- ▶ 55:35 Alex Kantrowitz I mean, you are doing CNBC, The Times, writing a book.
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- ▶ 16:22 Alex Kantrowitz Uh, he said at the, this is from CNBC, he said during the Morgan Stanley Technology Media and Telecom Conference on Wednesday, he also mentioned that NVIDIA's ten billion dollar investment in OpenAI rival Anthropic would likely be the last.
- ▶ 23:22 Alex Kantrowitz I was at, ah, an event yesterday that Stephanie Link, who's a CNBC contributor and works at Hightower, she ran and, ah, the person sitting next to me on the panel I was on, ah, had said that he'd spent more in six months on Apple hardware…
Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- ▶ 26:40 Alex Kantrowitz Now it's one 10, and this is from CNBC. 3 times in the scene
- ▶ 58:10 Alex Kantrowitz Um, I, and you know, it is this, it's, I was asked about a version of this on CNBC this week, and I had to cite the something big is happening paper.
OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie
- ▶ 32:19 Alex Kantrowitz So this is from CNBC.
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 4:53 Alex Kantrowitz You know, we had like, uh, uh, Deirdre Bosa, who's a CNBC anchor,
- ▶ 23:58 Alex Kantrowitz A couple months ago, I was watching Josh Brown on the Halftime Report earlier this week on CNBC, and he made a great point.
- ▶ 47:52 Alex Kantrowitz So I want to ask you something that I was asked on CNBC this week, and I'm actually kind of curious how you would answer.
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- ▶ 25:51 M.G. Siegler They did a live interview on CNBC talking about,
- ▶ 47:45 Alex Kantrowitz Yeah, I was on CNBC last week right before Apple earnings, and I kind of stuck my neck out for the company, which I don't typically do, but I was basically like, here's where Apple, the bull case for Apple, uh, sits.
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
- ▶ 18:49 Alex Kantrowitz I was just on CNBC a couple minutes ago.
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 0:00 Alex Kantrowitz CNBC all-star Jim Cramer joins us to share big tech hot takes, how far Nvidia can go and how to build wealth in any market.
OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
- ▶ 10:55 Alex Kantrowitz I was on CNBC this week, and I was asked, ah, you know, now that Google has what might be a better model, is, does that mean Google's won, or is winning, the AI is?
- ▶ 23:11 Alex Kantrowitz Quick promo on, uh, on Wednesday, uh, this upcoming Wednesday, I'm gonna have a conversation with, uh, none other than Jim Cramer from CNBC, uh, about the state of the AI bubble and whether it's a bubble, the AI trade, the market, his…
- ▶ 29:38 Alex Kantrowitz Iger, Bob Iger, Disney CEO Bob Iger on Thursday on CNBC said that the plan is to curate some of these Sora videos and then put them on Disney Plus and allow them to create Sora powered videos on its streaming service.
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 8:30 Alex Kantrowitz Um, here's, here's, this is from, uh, Sarah Fryer, uh, CNBC headline.
- ▶ 11:27 Alex Kantrowitz That's exactly right, and on CNBC, I was on CNBC talking about this earlier in the week, and I said, basically, look, Opening Eye is going to be a trillion dollar IPO company. 2 times in the scene
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 41:53 Alex Kantrowitz I had signed this from CNBC opening I signs
Where Are The AI Startups? — With Rick Heitzmann
- ▶ 0:51 Alex Kantrowitz I love running into you before we're about to go on CNBC.
- ▶ 55:24 Rick Heitzman So find me at any of those places as well as on, uh, on our friend Scott Wapner's closing bell on CNBC.
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 37:31 Alex Kantrowitz I think Gil Luria was, uh, the analyst that we quoted before was on CNBC making this point, basically saying, like, it doesn't make any sense for Oracle to be valued, uh, as at more, for Oracle to be more expensive, uh, than a Microsoft,…
Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
- ▶ 41:10 Alex Kantrowitz Um, you know, you mentioned your 39% Azure growth and, you know, uh, I'm, uh, I'm looking at your quarterly numbers every, every, uh, quarter and, uh, often talking about them on CNBC and the numbers are, are massive.
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- ▶ 8:08 Ranjan Roy It was interesting, too, is the, I was, I think it was Fiji Simo, I was listening to a CNBC interview where, uh, someone from OpenAI was talking about how, like, you know, whatever the demand is right now, it's gonna triple, quintuple…
Do We Care About The iPhone Air?, Nepal's Discord Revolution, San Francisco’s 996 Culture
- ▶ 18:17 Alex Kantrowitz So this is from CNBC.
Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
- ▶ 23:20 Alex Kantrowitz Okay, so CNBC says 60 to 75% of Anthropic sales are through the API.
Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
- ▶ 49:17 Alex Kantrowitz This is according to CNBC.
The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
- ▶ 18:31 Alex Kantrowitz Uh, this is CNBC reporting on Bloomberg.
Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- ▶ 27:47 Alex Kantrowitz So, I think that, um, just to tell folks who you are, um, I see you on CNBC all the time. 2 times in the scene
Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
- ▶ 27:01 Alex Kantrowitz It's weird if they're not buying the full company, uh, but this is from the, I actually think I said that on air, on CNBC.
What Apple's Failures Say About AI's Limitations — With M.G. Siegler
- ▶ 36:34 Alex Kantrowitz I said this on the program, like on the program on Friday on CNBC yesterday, I'm going to write about it.
- ▶ 52:25 Alex Kantrowitz cause I, I was there for CNBC.
Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
- ▶ 2:20 Alex Kantrowitz I'm going to be on site covering the event for CNBC or with CNBC, I should say. 2 times in the scene
OpenAI's Jony Ive Moment, Anthropic's Big New Model, Google In AI Mode
- ▶ 12:24 Alex Kantrowitz I'm curious, like, because I got asked this on CNBC yesterday and was like, I know that this is the intent of Silicon Valley.
- ▶ 28:13 Alex Kantrowitz Um, and so this is from CNBC.
The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
- ▶ 31:41 Alex Kantrowitz So this is from CNBC.
Is Anthropic’s Claude AI Conscious, Shopping in ChatGPT, Systrom vs. Zuck
- ▶ 31:10 Alex Kantrowitz Uh, he said that, I'm just gonna read, this is from CNBC, Tesla CEO Elon Musk says China's new trade restrictions on rare earth magnets
Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- ▶ 19:05 Thomas Kurian Video feeds like CNBC, financial market indexes, and other financial information, and tell me what's the, what's happening. 3 times in the scene
Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- ▶ 0:34 Alex Kantrowitz First off, we're going to have Ryan Peterson, the CEO of Flexport, and then to talk about tech stocks, Adam Parker of Trivariate Research and a CNBC contributor is going to be here towards the end of the show.
OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- ▶ 30:34 Alex Kantrowitz Um, CoreWeave, for those wondering, I'm just going to read from CNBC, it provides access to NVIDIA GPUs for artificial intelligence training and workloads, and it counts Microsoft as its biggest customer by far.
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 17:07 Alex Kantrowitz Uh, some of the CNBC clips I watched on YouTube this week, people are saying everything these people downgrading Apple are saying is correct, but I'm still never selling a share. 2 times in the scene
The Formula for Capturing Your Attention, Price of Fame, & Algorithms as Editors — With Chris Hayes
- ▶ 2:27 Alex Kantrowitz I'm a CNBC contributor, so I'm on TV about once a week, so I'm not like throwing rocks at the medium.
- ▶ 21:34 Alex Kantrowitz Where people are like, I, we work together, and it's like, I don't want to be like, you might know me from CNBC, like, you might have seen it on the airport, maybe it's on in your office, but it is always kind of funny, because like, you…
Boom Times For ChatGPT, OpenAI’s Deep Research, AI Super Bowl
- ▶ 30:54 Alex Kantrowitz I use, I was on CNBC Tuesday to talk about Google earnings, so I asked it to give me an entire, like, prep document about the state of Google. 3 times in the scene
- ▶ 47:49 Alex Kantrowitz And by the way, I like went out on CNBC and I said, I think Google is on its way to being the best position company in the AI race.
The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
- ▶ 46:04 Alex Kantrowitz So Anthropic, they just broke down, CNBC just broke down Anthropic's revenue.
Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- ▶ 0:21 Alex Kantrowitz He's also a CNBC contributor and the author of a great new book, You Weren't Supposed to See That, Secrets Every Investor Should Know.
- ▶ 47:41 Alex Kantrowitz He also hosts The Compound and Friends, one of my favorite shows, CNBC contributor, and the author of You Weren't Supposed to See That.
- ▶ 1:09:47 Alex Kantrowitz You can also listen to his podcast, the compound and friends on your podcast app of choice and see him on CNBC at the halftime report.
A Longterm Investor Looks Sudden Death In The Face — With Eric Markowitz
- ▶ 41:06 Eric Markowitz Um, and it's one I think that doesn't get talked enough about in in business media and certainly on, you know, if you pull up like Bloomberg or CNBC, they're not, you know, they're saying what happened over this last quarter, right? 2 times in the scene
Did Klarna Really Automate 700 Jobs With AI? — With Sebastian Siemiatkowski
- ▶ 47:37 Alex Kantrowitz Uh, a year later, and this was the CNBC headline, Klarna valuation plunges, 85% to 6.7 billion as buy now, pay later hype fades.
Decoding the NVIDIA Trade - With Michael Batnick
- ▶ 25:35 Alex Kantrowitz I'm like, do you mean CNBC?
AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
- ▶ 1:02:04 Alex Kantrowitz And some CNBC.
Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
- ▶ 43:12 Alex Kantrowitz Yeah, no, I'm coming straight from CNBC today, and we were talking about Nvidia's advantage because Google, of course, introduced this new ARM power chip, uh, Axion, and then we have Intel that released Gaudi three, which is also an AI…
Predicting AI’s Next Advances — With Suhail Doshi
- ▶ 43:48 Alex Kantrowitz And right before we were talking, I was on CNBC talking about the state of Google, and I was absolutely floored by one of the numbers that Deidre Brosa, who's an anchor there brought up, which is that, um, Gar, I think Gartner believes…
Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
- ▶ 53:21 Alex Kantrowitz I'm preparing to go on CNBC to talk about Amazon and others on Thursday.
David Friedberg — How Technology Solves Our Climate Crisis
- ▶ 37:01 David Friedberg I mean, look at the joke about Jim Cramer on CNBC.
Andrew Ross Sorkin on Meme Stocks, Bitcoin, SPACs, and Elon Musk
- ▶ 0:15 Alex Kantrowitz He's the co-anchor of Squawk Box on CNBC, the founder and editor of Dealbook at the New York Times, and the author of Too Big to Fail, which might have some good lessons for our time today.