The Next Internet: Brad Gerstner & Mark Mahaney 10/15/25

Squawk Pod

CNBC

Investing, Business, News, Business News

4.2 • 543 Ratings

🗓️ 15 October 2025

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

In the latest corporate integration with OpenAI, consumers can now shop at Walmart directly through ChatGPT. Internet analyst Mark Mahaney discusses the impact of corporate and AI partnerships and the future of the online landscape. In a wide-ranging interview, Silicon Valley investor and founder Brad Gerstner, CEO of Altimeter Capital, shares his perspective on China, the AI and chips arms races, and interest rates. Plus, soybeans and cooking oil are caught in the middle of the U.S.-China trade war, and Jamie Dimon has weighed in on AI. Mark Mahaney - 16:06 Brad Gerstner - 25:24 In this episode: Brad Gerstner, @altcap Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcript

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0:00.0	Bring in show music, please.
0:04.3	This is SquawkPod, and I'm CNBC producer Cameron Costa.
0:08.4	On today's episode, all angles of tech.
0:12.6	Brad Gersner, founder and Silicon Valley investor maps out our future and the future of our biggest tech players.
0:20.5	This is going to be a free-for-all. Nobody's going away.
0:23.6	Microsoft, Amazon, Google, Meta.
0:26.6	Think about the 50 companies that come after them.
0:29.6	It's getting harder and harder to raise funding if you're the next foundation model.
0:34.6	And the age of agentic commerce is upon us. You can now shop at Walmart directly through
0:42.9	ChatGPT, Internet analyst Mark Bahaney on the companies like Walmart, Spotify, and Expedia
0:49.2	that are jumping aboard the OpenAI train. If those companies are seeing early on that they need to be integrated with chat GPT,
0:57.0	I think you're going to see a lot more companies come on, and there's a chance here that this dramatically changes the internet landscape.
1:05.0	Plus, J.P. Morgan's Jamie Diamond weighs in on AI, and cooking oil and soybeans are now caught in the middle of a trade war between the U.S. and China.
1:15.5	Two biggest trading partners in the world, we're going to find a way through this, one way or another.
1:19.4	But this is as pernuous as it's been since March.
1:23.5	It's Wednesday, October 15th, 2025, and Squawk Pod begins right now.
1:29.7	Stand Becky by in three, two, one.
1:32.6	Cure, please.
1:34.8	Good morning, everybody.
1:36.4	Welcome to Squawk Box right here on CNBC.
1:38.8	We're live from the NASDAQ market site in Times Square.
1:41.4	I'm Becky Quick, along with Joe Kernan and Andrew Ross Sorkin.
	...

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