Squawk Pod: Open-sourcing Meta & Grand Theft Auto VI pre-orders - 08/10/26 | Audio Only

Watch on YouTube ↗  |  August 10, 2026 at 16:47  |  35:34  |  CNBC
Speakers
Melissa Lee — Host, Fast Money
Vinod Khosla — Co-founder, Khosla Ventures
Strauss Zelnick — Chairman and CEO, Take-Two Interactive Software, Inc.
Andrew Ross Sorkin — Co-Anchor, Squawk Box

Summary

Meta open-sources a powerful AI model and launches a community fund; Vinod Khosla explains why he's bullish on Google and Rocket Lab; Take-Two CEO highlights unprecedented GTA 6 pre-orders and business diversification; also discussed are Berkshire Hathaway's cash deployment and a renewed attempt to fire a Fed governor.

  • Meta announces open-weight Muse Glimmer AI model that runs on consumer laptops, and a $1 billion community fund.
  • Vinod Khosla remains bullish on Google, citing its deep AI research bench and opportunities for young talent.
  • Khosla is very bullish on Rocket Lab due to constrained space launch capacity for the next 5-7 years.
  • Khosla expects many more trillion-dollar AI companies to emerge and proposes equalizing capital gains and income taxes.
  • Take-Two's CEO says GTA 6 pre-orders are 'unprecedented' and far above expectations, with the premium edition skewing early.
  • CEO Zelnick emphasizes GTA franchise is under 15% of revenue, highlighting a diversified portfolio and strong free cash flow.
  • Berkshire Hathaway reversed a 14-quarter trend of equity selling, with $20 billion in net purchases and $4.5B in buybacks.
  • President Trump renews effort to fire Fed Governor Lisa Cook, raising concerns about Fed independence.
Ideas
Melissa Lee Host, Fast Money 3:31
Open-source AI model cuts consumer costs.
Meta's open-weight Muse Glimmer AI model runs on consumer GPUs, drastically lowering the cost of AI access compared to other massive open-source models. This, combined with a new $1 billion community fund to address NIMBY backlash and electricity concerns, positions Meta favorably in the AI landscape.
META MED
Vinod Khosla Co-founder, Khosla Ventures 14:21
Deep talent bench keeps Google AI strong.
Google has a very deep bench of AI researchers, and despite some departures, younger researchers will get the opportunity to step up. Therefore, he remains bullish on Google's ability to continue making progress in AI.
GOOGL HIGH
Vinod Khosla Co-founder, Khosla Ventures 18:53
Space launch scarcity drives Rocket Lab.
Rocket Lab is a great asset because space launch capacity will be limited for the next 5 to 7 years. He is an investor and very bullish on the company.
RKLB HIGH
Strauss Zelnick Chairman and CEO, Take-Two Interactive Software, Inc. 26:38
GTA 6 pre-orders surpass all expectations.
Grand Theft Auto VI pre-orders have been unprecedented and much better than expected, with excitement continuing to grow. The company is diversified beyond GTA (the franchise represents less than 15% of revenue), expects over $1 billion in free cash flow this fiscal year, and is on track to become a net cash company.
TTWO HIGH
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This CNBC video, published August 10, 2026, features Melissa Lee, Vinod Khosla, Strauss Zelnick discussing META, GOOGL, RKLB, TTWO. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Melissa Lee, Vinod Khosla, Strauss Zelnick  · Tickers: META, GOOGL, RKLB, TTWO