Paul Tudor Jones with an AI Outlook 5/7/26

Squawk Pod

CNBC

Business News, News, Investing, Business

4.2 • 543 Ratings

🗓️ 7 May 2026

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Legendary investor Paul Tudor Jones shares his market outlook, comparing today’s market environment with that of autumn, 1999. Fresh off an intimate AI conference, he relays some of his biggest takeaways about AI opportunity, regulation, and dangers. Paul Tudor Jones, the founder of the Robin Hood Foundation, also looks ahead to the upcoming gala. Plus, Anthropic says it saw 80-fold growth in the first quarter on an annualized basis, and jet fuel prices could take a toll on politicians in the midterm elections. Paul Tudor Jones 12:11 In this episode: Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcript

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0:00.0	Bring in show music, please.
0:04.3	Hi, I'm CNBC producer Katie Kramer.
0:07.2	Today on Squawk Pod.
0:10.0	Legendary investor Paul Tudor Jones.
0:12.9	We're kind of where we were in October, November of 99.
0:16.8	And his takeaways from a tight circle of the biggest builders in AI.
0:21.4	The opportunities...
0:22.8	I bought more AI stocks.
0:24.4	You did.
0:25.7	Absolutely.
0:27.0	And the guardrails needed.
0:28.6	Last year, I would say 20% of that room was in favor of government regulation.
0:34.1	This year, it was 80%.
0:36.0	Plus the rest of today's news that got us squawking.
0:40.3	Big compute, big money.
0:42.4	Anthropics, big rise.
0:44.4	If you could keep that going for a couple of years,
0:46.5	you'd be a trillion-dollar revenue company.
0:49.1	Just think about the sort of math of what that could look like.
0:53.3	It is Thursday, May 7th, 2026.
0:56.6	Squawk Pod begins right now.
1:00.3	Stand Becky by in three, two, one.
	...

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