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cover of episode Who is the real Sam Altman? 5/20/25

Who is the real Sam Altman? 5/20/25

2025/5/20
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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。
B
Becky Quick
以其财经新闻专长和独特采访风格而闻名的CNBC电视记者和新闻主播。
E
Emily Wilkins
一位专注于商业、政治和政策交叉领域的获奖记者，现任 CNBC 华盛顿特区分局记者。
K
Karen Hao
M
Mike Gallagher
Topics
Becky Quick: Home Depot的财报显示，虽然盈利略低于预期，但销售额超出预期，且公司维持了全年业绩预期。公司通过提高供应链效率和降低损耗率来抵消关税成本，并且采购来源多元化，超过50%的产品来自美国，使其在关税方面比其他大型零售商更有优势。此外，Home Depot计划维持当前定价水平，这与其他依赖中国进口的大型零售商形成对比。Home Depot近年来一直在进行采购调整，包括将部分产品线迁回美国。 Andrew Ross Sorkin: 道格·麦克米伦公开表示可能因关税而涨价的教训已被其他公司吸取。Target已经表示将立即提高价格，而Home Depot的情况有所不同，不太可能因为总统的言论而改变已发布的业绩预期。Home Depot表示计划大致维持当前定价水平，但未排除个别商品价格上涨的可能性。

Deep Dive

Chapters
Home Depot's Q1 2025 earnings are discussed, revealing a slight miss on EPS but a beat on revenue. Comp sales showed improvement throughout the quarter, and the company affirmed its full-year guidance, stating it won't raise prices due to tariffs despite pressure from other retailers. The company's success is attributed to efficient operations, reduced shrink rates, and diversified sourcing.
  • Home Depot missed EPS estimates but beat revenue estimates.
  • Comp sales showed improvement throughout the quarter.
  • Home Depot affirmed its full-year guidance and will not raise prices due to tariffs.
  • Success attributed to efficient operations, reduced shrink rates, and diversified sourcing.

Shownotes Transcript

After conducting over 300 interviews and spending seven years reporting on artificial intelligence, tech journalist and Empire of AI author Karen Hao discusses the story behind OpenAI and its founder Sam Altman, the current state of AI development, the potential risks and benefits of the technology, and the company's relationship with Microsoft. Then, Mike Gallagher, head of defense at Palantir Technologies and former U.S. Congressman, shares insights on the U.S.-China tech conflict, the dangers of using Huawei chips, the role of American companies operating in China, and the future of Taiwan. Plus, Home Depot reaffirmed its full-year guidance) and said it will not raise prices due to tariffs, and Republicans are making progress on advancing a bill) aligned with former President Trump’s agenda in the House.

 

Mike Gallagher 19:52

Karen Hao  29:20

 

Emily Wilkins,@emrwilkins)

Mike Gallagher, @RepGallagher)

Karen Hao, @_KarenHao)

Becky Quick, @BeckyQuick)Andrew Ross Sorkin, @andrewrsorkin)

Zach Vallese, @zachvallese)