Joining us now is Walter Isacson, an advisory partner at Pella Weineberg, professor at Tulain and a CNBC contributor. He's also the author of Elon Musk, the authorized biography of the Tesla and SpaceX founder. Walter, it's really great to have you here.And what's your reaction to the deal. >> It's amazing how Elon loves to blur the distinctions between these different companies. People move back and forth between them.And now it's good he's eliminating some of the distinctions especially the distinction be ...

Was there something that you learned studying poker that you hadn't known despite having so much success in your career. >> For sure. So, there are two things with this and they are crystal clear for me.One is I learn patience. The extraordinary amount of patience it takes to be strategic. I'm not known for my patience at all.And it's a real it's it's you have a lot of self-awareness when you start to play poker about your physical self, about your mental self. Um, and you don't test yourself in that way an ...

Dear to kick things off. >> Hey Kelly. So for the Silicon Valley crowd, VCs and founders, the vertical integration story that Musk sold in that letter, it's an easy one to buy.You bundle rockets, satellites, data, compute, AI models. You got a closed loop system that no one else can touch. This is the Musk playbook.Control the stack, move faster than regulators. Worry about economics later. However, for the Wall Street crowd, this is more complicated.In an IPO, which is still expected this year, Musk is no ...

Well, one thing you mentioned last quarter on that note that that really stuck out to me was you talked about weakness in the Hispanic consumer population in the US when it comes to going out just because of everything going on with immigration which you know has has only intensified in recent weeks. So, so I do wonder what you see in that demographic in particular right now. >> Yeah, I think I think um Hispanic consumers continue to have different behaviors than what they had maybe a year ago.uh they are u ...

Disney has officially announced CEO Bob Iger’s successor: Josh D’Amaro. CNBC’s Julia Boorstin reports on the choice and explains the importance of the Disney Experiences Division, which D’Amaro currently leads. Ahead of Super Bowl Sunday, New England Patriots owner Robert Kraft launches an ad for the Blue Square Alliance, an initiative to combat antisemitism and hate. Kraft discusses building community through football, preparing for the team’s big game, and the latest NFL Hall of Fame controversies. Plus, ...

Netflix Co-CEO Ted Sarandos testifies before Senate Antitrust subcommittee on Netflix-Warner Brothers transaction on Tuesday. Bruce Campbell, Warner Bros. Discovery, Inc.'s chief revenue and strategy officer, also testifies at the hearing. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNB ...

NASDAQ is down more than one and a third percent. Uh and tech's getting hit really hard. Josh, you know, all of the mega caps are down.There are some stories um you know, out there about the impact and we're going to get into these a lot deeper. Uh Anthropic has this new tool. It's weighing on a lot of the software names.Uh NVIDIA and OpenAI, more drama apparently. We're going to get to that. Um but how do you see what's happening in in these markets.I I think we have one or two of these periods every year. ...

So Chuck, I got to start with the big picture because you've got a range of different players in the ecosystem here from infrastructure, you know, software, the security piece of it, but if you look at Cisco stock looks pretty good. If you look at some of these software companies, not so much. There's a lot of doubt and question in the investor set about who's going to benefit from this stage of the buildout and who's going to get totally disrupted from your seat particularly when it comes to software becau ...

Maybe if I go out and just get a coffee or something, I could give her two minutes without knowing this, without knowing that our daughter is really sick and without knowing that our lives have completely changed. Can I just give her that 2 minutes of not knowing what she's about to find out. I just stood there for an extra minute and looked at her until she turned around.And that's when that's when I said, "Look, this is um we have a really sick kid and it's it was terrifying and I we haven't cried like th ...

Elon Musk's rocket company SpaceX acquiring Musk's artificial intelligence company XAI in what would be the largest M&A deal in history and ahead of a possible blockbuster IPO for SpaceX. I thought this line guys was interesting. Global electricity demand for AI simply cannot be met with terrestrial solutions.David, >> yeah, it's uh it's about data centers in space to a certain extent. Uh Carl, but uh it is as Carl just said the largest deal of all time. Um I mean there it is uh you know $250 billion.Now if ...