Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26
· 46 min
Episode Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26
Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI’s impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and the K-shaped economy that he says is driving them both. One of the largest hurdles for AI and the data center race is power. Emerald AI CEO Varun Sivaram has built a solution in flexible power sourcing to ease strain on the grid, and backers like Samsung, Nvidia, and Salesforce have bet on his success. Plus, Bill Gates has issued a lengthy warning on AI, Stanley Druckenmiller has used AI in a Wall Street Journal Opinion piece, and OpenAI says goodbye to more top tech talent.
Robert Reich 20:40
Varun Sivaram 39:20
In this episode:
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Cameron Costa,
@CameronCostaNY
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Links in the notes 7
- https://www.cnbc.com/2026/08/23/whats-bogging-down-the-data-center-trade-has-nothing-to-do-with-demand.html
- https://www.cnbc.com/2026/08/25/stanley-druckenmiller-leads-doubters-who-think-bessents-bond-ploys-will-fail.html
- https://www.cnbc.com/2026/08/25/openais-head-of-data-centers-chris-malone-is-out-in-latest-exec-exit.html
- https://x.com/JoeSquawk
- https://twitter.com/andrewrsorkin
- https://twitter.com/cameroncostany?lang=gu
- https://pcm.adswizz.com
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