Squawk Pod: Calls for an AI slowdown - 09/14/26 | Audio Only

Watch on YouTube ↗  |  September 14, 2026 at 17:41  |  50:52  |  CNBC
Speakers
Andrew Ross Sorkin — Co-Anchor, Squawk Box
Leslie Picker — Chief Correspondent, CNBC
Walter Isaacson — Author, 'Elon Musk'; Perella Weinberg advisory partner; Tulane University professor; CNBC contributor
Joe Manchin — Former Senator

Summary

The episode centers on a sudden industry-wide push to slow down the pace of artificial intelligence development due to mounting safety and existential risks. Tech leaders, including Dario Amodei and Elon Musk, are calling for caution, while figures like David Sacks question if the move is an attempt at regulatory capture. The panel discusses the potential impact of these safety concerns on the upcoming IPOs for AI labs like Anthropic and OpenAI, as well as the geopolitical implications of competing with China.

  • AI leaders including Dario Amodei and Elon Musk are calling for a slowdown in AI development due to safety risks.
  • OpenAI and Anthropic face questions about their IPO timelines amid the new focus on regulatory and security concerns.
  • Dan Loeb suggests that AI infrastructure spending will remain strong regardless of software slowdowns due to supply constraints.
  • Former Senator Joe Manchin urges President Trump to halt AI IPOs via executive order until safety legislation is passed.
  • Walter Isaacson argues that AI companies should face product liability for negligence if their models cause harm.
  • President Trump emphasizes the importance of maintaining the US lead in AI over China, complicating the push for a slowdown.
Ideas
Andrew Ross Sorkin Co-Anchor, Squawk Box 12:20
AI infrastructure spending remains robust despite slowdowns.
Even if AI labs agree to slow down the pace of innovation for safety reasons, the AI hardware universe is so supply-constrained that investment spending on infrastructure and chips will remain robust over the next several years.
NVDA AIQ MED
Leslie Picker Chief Correspondent, CNBC 17:23
Anthropic's IPO faces unprecedented regulatory security risks.
Anthropic's potential IPO faces significant challenges, as the company must convince investors it can navigate unprecedented political, regulatory, and security risks while growing its valuation, which could complicate the broader AI trade.
ANTHROPIC OPENAI MED
Up Next
6:51
The David Rubenstein Show: Peer to Peer Conversations Celebrates 10 Years
Bloomberg Markets · Sep 14
38:53
Ep. 030 - Long Live the Short King: Why 4-hi HBM Wins (Memory)
SemiAnalysis · Sep 14
3:50
AI safety concerns now in focus
CNBC · Sep 14
3:39
Fed's Warsh on Trump Collision Course as Rate Hike Looms
Bloomberg Markets · Sep 14
3:55
Iran Exploiting Houthi Attack ‘Wildcard,’ Says BI’s Sanders
Bloomberg Markets · Sep 14

This CNBC video, published September 14, 2026, features Andrew Ross Sorkin, Leslie Picker discussing NVDA, AIQ, ANTHROPIC, OPENAI. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Andrew Ross Sorkin, Leslie Picker  · Tickers: NVDA, AIQ, ANTHROPIC, OPENAI