SpaceX will be acquiring AI coding startup Cursor for $60 billion. AI venture capitalist Michael Fertik was that company’s first investor, and he explains why a software vibe coding company is a good match for Elon Musk’s AI ambitions. Victor Riparbelli, CEO of AI video platform Synthesia, was at the AI working lunch at the G7 in France, in the room with Sam Altman, Dario Amodei, Demis Hassabis, Marc Benioff, and world leaders including President Trump. Riparbelli discusses the group’s effort to collaborate on AI guardrails, while maintaining the pace of innovation. The U.S. and Iran have signed the Memorandum of Understanding to end the war in Iran, but CNBC’s Eamon Javers indicates that there are more negotiations still to come. Plus, CNBC’s Steve Liesman reports on Kevin Warsh’s first meeting as Federal Reserve Chairman.

Steve Liesman 4:06

Eamon Javers 11:28

Victor Riparbelli 18:26

Michael Fertik 28:13

In this episode:

Joe Kernen, @JoeSquawk

Steve Liesman, @steveliesman

Eamon Javers, @eamonjavers

Kelly Evans, @KellyCNBC

Katie Kramer, @Kramer_Katie

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At the G-7 meeting in France, President Trump commented on the memorandum of understanding between the U.S. and Iran. CNBC’s Megan Cassella reports on the market reaction to the document, and David Albright, former Nuclear Weapons Inspector, reviews his concerns about the MOU’s “leaky language.” AI giants including OpenAI, Anthropic, and Google are also attending this year’s G-7 summit; former White House Chief Technology Officer Aneesh Chopra considers the importance of global coordination on AI development, particularly in light of Anthropic’s decision to suspend its top models Fable and Mythos.

Megan Cassella - 13:03

David Albright - 16:55

Aneesh Chopra - 26:27

In this episode:

Megan Cassella, @mmcassella

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.

SpaceX has surged past expectations - and many of the most valuable companies in the U.S - in its meteoric stock debut. SEC Chairman Paul Atkins believes enthusiasm for Elon Musk’s space company can fuel demand for more initial public offerings. President Trump is at the G-7 meeting of world leaders in France, as negotiations on the wars in Iran and Ukraine continue. Megan Cassella reports on the latest from the summit. And, do sports or pets make you happier? Arthur Brooks on the science behind what our brains love.

Megan Cassella 5:38

Paul Atkins 13:29

Arthur Brooks 25:20

In this episode:

Paul Atkins, @SECPaulAtkins

Arthur Brooks, @arthurbrooks

Megan Cassella, @mmcassella

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.