We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Ro Khanna on the Megabill & OpenAI Warns ‘Token’ Investors 7/3/25

Ro Khanna on the Megabill & OpenAI Warns ‘Token’ Investors 7/3/25

2025/7/3
logo of podcast Squawk Pod

Squawk Pod
AI Deep Dive AI Chapters Transcript
People
A
Andrew Ross Sorkin
美国知名金融记者和作家，担任《纽约时报》金融专栏作家和CNBC《早间交易》共同主播。
M
Melissa Lee
报道和分析经济新闻，特别是关于股票市场、央行决策和公司动态的报道。
M
Michal Lev-Ram
O
OpenAI
R
Ro Khanna
R
Robinhood spokesperson
S
Steve Kovach
CNBC 国际的技术编辑，专注于技术新闻报道
S
Steve Leisman
Topics
Andrew Ross Sorkin: 我认为Robinhood等公司实际上是在创建一种追踪私人公司股票的衍生品。他们通过特殊目的实体拥有底层资产，然后将这些实体分解成追踪股票的衍生品。我认为这实际上是绕过法律，让公众交易不应该公开的私人公司股票。同时，一些公司不希望Robinhood拥有他们的股票，因为他们不希望有流动性市场，也不希望员工拥有过多的流动性，因为这会改变公司文化。 Melissa Lee: 我认为购买代币化证券的个人并不真正拥有股票，而只是拥有代表股票的衍生品。这就像购买期权一样，你并不真正拥有股票，只是拥有期权。我认为零售投资者无法获得私人公司股票的原因是，这些公司披露的信息较少，而零售投资者需要这些信息。 OpenAI spokesperson: 我们OpenAI与Robinhood的代币化股票无关，并警告用户要小心。这些代币不是OpenAI的股权，我们没有与Robinhood合作，我们不认可这种行为。 Robinhood spokesperson: 我们认为这些代币让散户投资者间接接触到私人市场，这是由Robinhood在特殊目的工具中的所有权股份实现的。 Paul Atkins: （通过采访引用）他暗示可能不会立即采取强硬监管措施，而是倾向于让公开上市更具吸引力。

Deep Dive

Chapters
Congress is debating President Trump's large spending bill. Representative Ro Khanna discusses his concerns about the bill's impact on the national debt and its distribution of benefits, favoring the wealthy. The Republican holdouts' motivations and the bond market's reaction are also explored.
  • $4 trillion addition to national debt
  • 8% increase in GDP deficit
  • 60% of benefits to people over $220,000
  • Concerns about lack of consumer spending and investment

Shownotes Transcript

The House of Representatives began debate on President Donald Trump’s sweeping spending bill following a late-night shift as key Republican holdouts threw their support behind the measure.) Representative Ro Khanna (D-Calif.) stepped out of an hours long speech from Minority Leader Hakeem Jeffries (D-NY) to fill CNBC’s audience in on the broader implications of the legislation. Microsoft will lay off about 9,000 employees), just under 4% of its global workforce. CNBC’s Steve Kovach and fellow tech journalist Michal Lev-Ram discussed the role of AI in the cuts and the future of tech’s labor force. Meanwhile, U.S. payrolls increased by 147,000 in June), President Trump continues to put pressure on Fed Chair Jerome Powell to cut rates, and OpenAI is issuing a warning about Robinhood’s “tokens”) in the company.

 

Ro Khanna - 15:28

Steve Kovach & Michal Lev-Ram - 23:03

 

In this episode:

Rep. Ro Khanna, @reprokhanna)

Michael Lev-Ram, @mlevram)

Melissa Lee, @MelissaLeeCNBC)

Andrew Ross Sorkin, @andrewrsorkin)

Cameron Costa, @CameronCostaNY)