This rare convergence of theological ethics and technical safety underscores that the AI crisis is ultimately a battle for human agency against systemic efficiency. While the Pope’s warning is a necessary moral intervention, it highlights the grim reality that our humanity is increasingly at the mercy of a few private digital empires.
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Squawk Pod: Ebola risks, Ferrari’s Luce, & Pope Leo’s AI warning - 05/26/26 | Audio OnlyAdded:
Bring in show music, please.
>> Hi, I'm CNBC producer Katie Kramer.
Today on Squawk Pod, Pope Leo is bridging the Vatican and Silicon Valley with his first major teaching on AI.
Author Sebastian Malib breaks down the risks and regulation laid out by the head of the Catholic Church.
>> This is not just a normal technology.
This is not a shopping app. This is existential.
>> Where humanity fits into innovation. The political consequences of AI disruption could exceed the actual labor market effects >> and gauging the Ebola risk with former FDA commissioner Dr. Scott Gotautle.
>> The earliest cases may have been in March. So, this has been spreading for a very long time before it was ultimately detected and they started to take actions to try to mitigate further spread. Those conversations today, plus Ferrari's first fully electric vehicle, a formal union for ride share drivers, and the latest in the Middle East.
>> If I were Ron, at this point, I I wouldn't be talking so tough. I really wouldn't.
>> It's Tuesday. Yes, Tuesday, May 26th.
Squawk Pod begins right now.
>> Stand back by in three, two, one. Cure, please.
>> Good morning, everybody. Welcome to Squawkbox right here on CNBC. We are live from the NASDAQ market site in Times Square. I'm Becky Quick along with Joe Kernin and Andrew Ross Sorcin. Happy Monday. Sort of. Happy Tuesday. Even better.
>> Nice.
>> It's Tuesday.
>> It's starting on Tuesday. It's like a hybrid of uh >> first day of the week. Uh but only three more to go.
>> That's the thing. A 4 day week.
>> That is.
>> Meanwhile, tensions in are high in Iran this morning. This after the US military sank two Iranian revolutionary guard ships that it said were attempting to lay mines on the straight for movies.
Now yesterday, Iran responded by launching surfaceto-air missiles at US planes. The US then struck back at a missile launcher. A spokesman for the US command said that the United States quote continues to defend our forces while using restraint during the ongoing ceasefire. Now yesterday, President Trump said on Truth Social that negotiations are proceeding nicely. he called it and that it would either be a great deal for all or no deal at all. Of course, this comes after uh the sort of Friday I don't know we're going to call it Friday head fake, but an attempt on Friday uh to tell the world that a deal was uh in the offing and was done that uh seemed to get a rebuke uh from a number of senior Republicans and uh has set all of this into a real new question all over again.
Now, the minute I start feeling like one of those Republicans, more more hawkish, that's like, "Finish this. You went this far. Do you know the 60-day concession to talk about the the nuclear?" Then I immediately think, "Oh my god, I'm a neocon." And I, you know, I'm ready to just jump in and just immediately. So, I don't know how to feel about it. I just, you know, they've been a thorn on our side for so long. And they're so annoying the way they they pretend to come to the table and then talk tough and you and and then we don't know whether there are factions over there that realize midterms are coming up and and want to wait and talk about, you know, >> you don't think they realize that? Of course they realize that.
>> I said they do. We we know that they're over there playing us and playing the whole thing. But then there may be much more moderate perhaps reasonable people that we don't even know about that that we are negotiating with that are that are saying you can have this stuff and you can destroy it at this if you listen to the hard the hardliners they aren't even discussing giving us the 9002 overnight that there there are no safe American bases in the region was the additional that came out with this but I will say both sides seem to not be pushing further um in terms of taking the next step after this attack, counteratt attack, >> lifting sanctions, war reparations, um you know, all these things that were if we're even talking about getting to that point and then taking 60 days to decide to get a final answer on the the the the nuclear material.
That just seems like we're giving them way too much. But then again, like I say, I don't want to act like a war bonger that that, you know, some neocon that all he wants to do is Yeah, I can >> it'll take 30 days even from an agreement being reached before the straight is reopened because >> possibly longer with the insurance pieces and other things. I mean, I think there's a sense >> and they're saying they're going to still control >> months and months and months >> and it's our straight and that's all >> charge a toll.
>> Well, we're saying that that their system is different than what they're saying. But that's why I don't understand why we publicly come out >> because it may be the hard one. Well, because >> and because what?
>> Hope springs eternal for for a >> Well, we've been told we've been told now I don't know half a dozen dozen more than that, right?
>> That a deal is done. The straight is open. It's all finished. It's figured out.
>> Like >> what surprised me was the reaction in the oil markets overnight. Again, WTI being down more than 8% last week and then it was down to $90 overnight. you know, pick back up to 9247, >> but nobody wants to Yeah. And and >> something's it could be a an outcome that's >> What are we 13 weeks in or is it even longer than that? At this point, >> there could be a an outcome that's favorable. Um I mean, I if I were Ron at this point, I I wouldn't be talking so tough. I really wouldn't. I I I would not be talking so tough.
>> Put yourself in their shoes for a second. You really would not be talking so tough. No, I wouldn't be talking so tough. I' I'd want this over and I'd care about my people. I' I' You're lucky enough to be in power still, that regime. And I just wouldn't. You You don't have the same bluster that you had six months ago when you had all those drones and all those missiles and all those >> not sure that's the case.
>> Well, this has always been your viewpoint, but that you know, that's >> But by the way, and who's who which's got a sort which has been the right right viewpoint thus far? Wow. I don't >> It's not been four or five weeks.
>> Dow hit another new high. I mean, has that been your right viewpoint?
>> I didn't talk about whether the Dow was going to go up or down.
>> I never did. You go back and look at the tapes. I never tell you what this what the stock market would do ever.
>> You didn't predict 7 months ago a 30% rise in the S&P.
We're talking crashes and all kinds of things. So, >> I didn't say we think how great it would have been. Think how great it would have been if you said, "You know what? I'm really thinking >> really bullish.
>> Yeah, think >> that would have been good too.
>> That would have been a a change in if you told everybody to buy stocks. That would have been good for you, too.
>> I've always told people to buy stocks basically and Bitcoin.
>> In the meantime, Pope Leo issuing a warning about artificial intelligence.
He said that it threatens to normalize, in his words, an antihuman vision and said that the concentration of immense digital power in the hands of a few private actors must be countered. He suggested that the risk as humans will be reduced to what he said are mere cogs in a system driven towards ever greater efficiency. At the presentation of the documentation, which is known as an encyclical, the pope was accompanied by Christopher Ola, a co-founder and safety researcher at AI firm Anthanthropic.
>> And shifts of Ferrari are falling. Uh on Sunday, the company unveiled its new electric speedster. The luche is named after the Italian word for light. Um you think it's the color Sorcin that maybe wasn't so >> I like the car. Well, it's an EV, I guess. I I It's $600,000, isn't it?
>> Uh, it was designed in partnership with longtime Apple designer Johnny IV. Uh, it looks like an EV and that looks like a one of the um what are those ones that look like? Thomas the Tank Engine. The uh um the starting price $640,000. It's the first Ferrari uh with five seats. It accelerates uh from 0 to 60 in less than 2.5 seconds with a top speed above 190 mph.
God, that looks like a Toyota RAV. It can travel roughly 330 uh miles on one charge and Ferrari CEO spoke to our colleagues CNBC Europe earlier this morning.
>> We invest a lot of money. We invest the right amount of money.
>> We are foxed. We are disciplined. We use the capex in the right way. I think that we invest the right amount of money and this initiative this business initiative is in line with the profitability that we have also for other initiative in the same range. So when we use capex and use opex, we use wisely.
>> And the car has its own engine roar which is made by deliberately amplifying the natural sound of the electric axles to the street.
>> Is that like a whining sound like?
>> No. Uh it it's fake. Uh it can also be amplified in a cabin in performance mode if you need the sound. Then, >> well, I will say I still have the sound of the shutter click on my camera, which is totally fake from this cuz I can't stand not having the sound there.
>> Yeah, >> it drives me nuts to not hear >> to not have the Oh, you you're saying you keep the sound on.
>> Yeah, I keep the click even though it's manufactured and fake. It's how you know you're taking a picture.
>> Shutter click.
>> Mine still does that.
>> Yeah.
>> Drivers for ride hailing apps like Uber andyft have unionized in Massachusetts.
Now, uh, the app drivers union says it will represent nearly 70,000 workers in the state who now have the power to collectively bargain. They won the right to unionize in November of 2024 through a statewide ballot initiative. Uber said it would work closely with the union drivers and the state government. Lyft saying it was committed to engaging in good faith. And of course, this is important because we will see whether the effort to unionize in other states uh comes to fruition. There was a big effort of course in California and other places before and how that changes ultimately the economics of all of these businesses.
>> What if you connect the dots? What's the worst case scenario if it goes ever?
It's bad, is it not?
>> It depends. You we just had a whole conversation uh about the dignity of work and the church and about what it means to employ people and and all of that.
>> It will change the whole ride.
>> It would likely make it much more expensive to drive. uh in places like New York City it probably wouldn't change the dynamic much but in other in other in other in other states in other parts of the country it it would because the truth is the rates are actually >> pretty low um and Uber andyft are taking a pretty nice chunk of that number >> right >> uh some of those people of course are working uh part-time doing this sort of on the side and then there's other people who are doing this as now a full-time job and should they be getting the equivalent of full-time time benefits and the equivalent of of what it would look like to be a full-time employee or not.
>> I live in the real world though.
>> Cheese will be next.
>> Coming up on Squawk Pod, we're unpacking the Pope's encyclical on artificial intelligence with author Sebastian Malib, the risks of innovation, and the tech personalities in charge.
>> It's not true that they're motivated just by profit. They're motivated by something more crazy, which is power.
the the sense of having humanity's destiny in your hands.
>> We'll be right back.
>> Welcome back to Squawk Pod from CNBC.
Here's Andrew Ross Sorcin.
>> Pope Leo warning about the risks of AI, saying it threatens to normalize an antihuman vision. He invited anthropics co-founder Chris Ola to present alongside him. Joining us right now, Sebastian Malib, uh Paul Voker senior fellow for international e economics for the council of foreign relations. He's the author of multiple books inclus including a great new one called the infinity machine uh about demis and deep minds and AI and you are like the perfect person to talk to about this this situation with uh the pope and what the Vatican was saying uh over the weekend. What did you make of what he said? Were you surprised by the way that Anthropic was like right there as part of this >> classic anthropic, right? They're always reaching out and being the most keen on safety. And if somebody's going to say that AI as it's currently configured, it's going to delight domination, exclusion, and death, which is what the encyclical says, right?
>> There'll be somebody from anthropic there to listen and to sort of say this is an important statement.
>> What What do you think the rest of the valley is is thinking right now?
>> It's funny, you know? I mean I think they know that there's this huge backlash right and this is an extra dimension of the backlash because the classic backlash is jobs it is my kids their education is going to be messed up by these lms you know it's uh maybe you know a sort of sense of a sense of but this is existential I guess that's the difference thing this is the pope saying humanity itself is being challenged by a new form of intelligence and there are all these debates about is machines are can they be conscious? You know, we used to talk about um the rapture in religion, now we talk about the singularity. Um the idea of the afterlife, there's this transhumanist idea. You upload your brain to a computer. There are all these religious overtones to the AI language and maybe that's also part of the backlash. It's creeping people out and that's what the pope is articulating. But when you think about the folks at Anthropic or by the way even Sam Alman early on and others who've talked about sort of the the real dangers that this technology poses.
Dennis has talked about the dangers.
Sure.
>> Is that a marketing ploy to sort of uh prevent or they thought it was going to sort of prevent the push back later? Was that is that real to you? What do you think this what is this?
>> No, look I think it's totally real. If you take Deis Sabis as an example, he founded his company after going to a safety lecture in 2009 by his co-founder Shane Le at which it was predicted that humans would be threatened by machines around 2030. And so this idea that this is not just a normal technology. This is not a shopping app. This is existential.
And this is foundational to how these uh tech founders think about it. Um, you know, and it's not true that they're motivated just by profit. They're motivated by something more crazy, which is power, the the sense of having humanity's destiny in your hands. It's even beyond the, you know, 21st century version of the nuclear material.
>> That's what I was going to say. The whole idea that in order for this to be safe, you have to keep it open source.
He's kind of pushing back on that. The idea that there should be any open source, I think he thinks is a little crazy. and and maybe you do too because would you do an open- source nuclear project?
>> No, exactly. I mean, I think open source is, you know, the biggest myth by both the Biden administration and the Trump administration. Nobody is willing to say this is too dangerous. There was just some research out recently where um some people took hold of you know the the open- source models both from Google DeepMind the Gemma series and the meta models which are open source and showed how you could remove the guard rails super easily and then ask it to talk to you about chemical weapons and how you would make them. So this is way too dangerous and we we have mythos >> that was proprietary. It was restricted proprietary only 40 people 40 institutions got it right that's where we're moving to that's where we need to move to is like being very careful about how we release this stuff an open weight where everybody can do whatever they want nuts >> um you've studied Google at great length given your book about demis uh they just came out with uh some new models last week I'm curious if you want to just stack ranking them uh for the viewer right now in terms of how you think about where Google really lays in this game versus where anthropic is versus where you think Sam Alman at OpenAI is and maybe even where Meta is right now.
>> Yeah. So I think Google is sort of the second placed runner that always ends up winning, right? Okay.
>> You know, it did not come out with chatty PT first. It did not come up with agentic uh models as quickly as anthropic. It did not do coding genius as quickly as anthropic. But it comes from behind. It's got so much resources.
You know, Google's profits just since 2022 have doubled. Mhm.
>> They are monetizing this directly. They are turning it into clicks and to you know click rates. They are charging not only has the click rate gone up, they are charging more per click because the clicks are more valuable with AI embedded in search.
>> You know it's more accurate in terms of what people want to buy. So Google is just like minting money and they've got a deep scientific bench. They have this enormous surface with consumers. You can serve them through search AI mode AI overviews. more than a billion people >> and they're about to be able to do that with Apple in terms of all of the phones. So, how does that change things?
>> Well, I mean, it's already embedded in the Android phone, you know, the Gemini system as you know, the Google model. As you say, it's going to be in the Apple phone. Now, everybody's cell phone in the world has, you know, Google first.
Yeah, they're winning, right? Not in a flashy way of having the best science at all times.
>> Um, but but in a kind of commercial way of getting it to more people. And then finally, I wanted you to weigh in on what we were hearing late last week, which is just that the cost of tokens is uh so high and probably going higher, right?
>> That there's a conversation at least at Microsoft and some other places in the valley that maybe we're spending too much on tokens. Maybe it's actually cheaper for us to actually use humans to do our programming and coding and things like that.
>> Yeah. But you could use Gemini 3.5.
That's the new model from last week. And its great selling point is that it's fast and very cheap relative to some of the other frontier models. So, you know, again, I mean, look, I hope that humans don't get displaced on mass really fast because that's going to be horrible. And I support a tax on capital and less tax on labor um to try to even out that balance. Um but, uh you know, the frontier models are super expensive, but you can go to Google.
>> Do you want to weigh in real quick?
David Solomon, uh CEO of of Goldman Sachs, had an oped. I don't know if you saw it. I did >> saying that the AI apocalypse is not going to happen.
>> Yeah, >> it's overdone.
>> Yeah, another oracle who seems to know the future. I mean, look, it's super difficult. It's about the pace of disruption, right?
>> I mean, and and the other thing is the political consequences of AI disruption could exceed the actual labor market effects. If you think about the China shock when China entered the WTO, over a 12-year period, there was a grand total of 2 million jobs lost because of Chinese trade. It's not very many in an economy which churns the whole time at massive speed.
>> And yet the ma, you know, huge globalization backlash. And we could say the same with AI. Maybe David is right that, you know, we create as many jobs as we destroy. Um, but even so, I think the political backlash is a threat to these companies. It's a threat to being able to monetize the capex that they are doing. It's a question over the IPOs that they want to do. Uh, I think it's pretty important.
>> Okay, Sebastian. Thank you. It's a great book. Go check it out.
>> Thank you.
>> Next up on SquawkPod, is there anything weight loss drugs can't do? Former FDA Commissioner Dr. Scott Gotautle joins us on the power of GLP1s in cancer treatments.
>> I think this there could be something real here. You know, the drug is impacting overall metabolic well-being.
>> On top of the idea that if you're losing weight, you would probably naturally be less prone to cancer.
You're listening to SquawkPod >> up and Becky Q.
>> Welcome back everybody. The number of Ebola cases continues to rise along with concerns about budget cuts making the United States more vulnerable to diseases like this. Joining us right now is former FDA Commissioner Dr. Scott Gotautle. He is a CNBC contributor and he serves on the boards of Aluminina, Fizer, and United Health. And Scott, let's talk this through because already I think it's over 900 cases, over 220 deaths. This is already the third largest outbreak of this disease in history. Um what happened? How did things get so out of control so quickly?
>> Right. Well, this is with a new strain of Ebola, Bundy BUA, that we haven't seen before. It's been isolated in two prior outbreaks. They're both very small the last I think in 2007. So, they weren't looking for this particular strain. So, when cases start started to surface, they weren't testing for it and it took a while.
>> It was a couple of months before anybody, >> right? So, it looks like the earliest cases may have been in March. And so this has been spreading for a very long time before it was ultimately detected and they started to take actions to try to mitigate further spread. It looks like there's multiple chains of transmission now that we haven't fully isolated. And so this is an outbreak that's out of control in West Africa.
It's going to take them a long time to try to get control of this unfortunately.
>> And the the risk beyond that, it's spreading to other countries as well.
We've already seen some planes that have been turned around, borders that have been closed as a result of this, >> right? Right. And we've seen travel restrictions imposed here in the United States as well. I think the risk to United States is exceedingly low. I think there could be isolated cases from imported cases. There were people traveling into this country uh before these restrictions were put in place. We know the incubation period is about 21 days. So, it's possible that there'll be cases here. I think there could be some isolated situations where you see a small chain of transmission. Again, I think that's low odds, but we need to be prepared for it. The real risk is to West Africa where this virus is out of control right now. and if they can't get control of this epidemic in West Africa that it could spread to other populated regions of the world that don't have good public health infrastructure like India or South Africa that would be a public health disaster because then it would become exceedingly hard to get control of this. That's I think the the biggest risk right now that it continues to spread in West Africa and then jumps to other markets that don't have the kind of public health infrastructure that we do.
>> There's a lot of criticism about funding from US aid that was cut beforehand. Is that part of the problem here or is there anything we can do at this? Yeah, I think it's very hard to draw that conclusion right now that the funding cuts contributed to this. I think, you know, we'll see how this goes forward. I know the US government, I spoke to people within the administration just last night. There's a lot of effort underway across the state department, Barta, CDC, HHS, sort of an all of government approach that funding putting tens of millions of dollars into the region right now. So, I think the administration's focused on it. I think, you know, we can look back a year from now and see what impact, if any, the funding cuts had, but it's too early to draw that conclusion. There is a new acting commissioner at the FDA, Kyle Diamantis, and um there's a stat story out today that I'm quoted.
>> Yeah. That takes a look at him and and overall he's getting pretty high high grades from a lot of different people, yourself included, about what's going on. And I think the key that at least stat points out is that he's earned the trust of key career staff. He came in, he was relative unknown lawyer who'd been representing food and beverage and tobacco industry clients, but he's won over some of the staff there by listening and kind of following um what recommendations have been made by the scientists.
>> Yeah, look, he has I will tell you, I speak to staff at the FDA, he has a very good reputation inside the agency as someone who's worked through the process, works with professional staff to try to advance policy. He goes through notice and comment rulemaking, guidance. He does everything a good regulator should do and a good leader of that agency should do. and I think he's well regarded internally. I do think that there is this view that a food and drug lawyer can't run the FDA. I disagree with that. Um, you know, there's a view that has to be a physician, but that's sort of an outdated uh view that I think stems from when George Bush tried to put put forward a lawyer to run the agency and ultimately the Senate rejected it based on those grounds. But that was more of a political fight that was going on between certain senators in the administration at the time. I think an attorney can run the FDA and I think he certainly has a good reputation in the organization as someone who's been very effective.
>> Andrew, you want to talk to GP?
>> I, you know, I always want to talk to GP because I'm fascinated by it all. And the new report last week that got me even more intrigued by all of this is this potential that it is uh reducing the risk of cancer. What do you think of that?
>> Yeah, look, these were multiple observational studies right now that showed this effect. And so I think it's very interesting. They obviously need to be replicated in perspective studies right now which are underway. There's been situations before we've had drugs that affect metabolic health like metformin that showed an anti-tumor effect in observational studies that didn't pan out in perspective studies.
That said, I think this there could be something real here. You know, the drug is impacting overall metabolic well-being. So, that could impact um glycemic control.
>> On top of the idea that if you're losing weight, you would probably naturally be less prone to cancer. Well, there's anti-inflammatory properties here. We know there's glip one receptors on certain cancers. So, there could be a direct effect, but I think most people who are speculating there may be a real effect here are speculating around the anti-inflammatory effects and the overall improvement in metabolic health.
Again, we don't know. The observational studies are very intriguing. They need to be replicated in perspective trials.
I wouldn't take the drug for that, but this could be something we ultimately discover.
What what are the just back to Ebola, what are the possibilities for therapeutics that that >> there's good possibilities. So there's um a drug by Matt Biootherrapeutics, a biioharmaceuticals uh called MBP134 that's a monoconal antibbody that looks to be effective preclinally that's going to go into clinical trials. Gilead has a drug Oel desae that looks like it's effective something in the Gene.
>> Yeah, they block viral replication. The antibody obviously directly targets the virus. Also mono pirae the drug for merc that was approved for covid looks potentially effective. Remesae is being used in the region and showed some preclinical activity.
>> No you can't use an anti- um like retroviral drug.
>> No it doesn't replicate because it doesn't >> and there is two vaccine programs that are you know relatively advanced preclinally. One is built off the platform of the approved zair um vaccine. Another one by Oxford um university and the serum institute in India also looks like it could advance.
These are the vaccines are at best 6 to9 months away. The therapeutics could be available right away. And the other point I'd make is Regeneron's approved antibbody that was approved for the Zire strain of Ebola. It's a three drug cocktail. It's a monoconal antibbody.
One of those monoconal antibodies in that cocktail looks to be effective against this and they're actually using it. I think the physician who was hospitalized in Germany or Czechoslovakia received that and he's doing okay. He's doing okay.
>> It's a cytoine storm is it? Are we dealing with sepsis that we're dealing with?
>> Yeah. So what it does is it hijacks immune cells. So it hijacks dendritic cells and then causes dysfunction of macrofasages and that ultimately leads to a cytoine storm and that's um you know sort of breakdown of clotting.
>> So with supportive care you can get these patients through it. The fatality rate with this particular strain is lower than with >> what you call the strain at what what strain you called it. I want to be able to use that term.
>> Bundi bund.
So I'm worried about the the bun bougie.
>> I had to circle it in that because I never heard of >> bundjo. I'll give you the phonetic spelling. I had I rehearsed.
>> What was the other strain?
>> Um the zier strain. That's the one that infected 28,000 people back then.
>> Jesus. Um what's with the constant pandemic worries since uh I guess we've always had >> we've always had I think there's more focus on it now coming out of co everyone's worried this is going to be the next co but we've >> I guess it can happen >> we've always had these epidemics unfortunately >> Dr. Dr. Gotautle, thank you. You're our own um AI chatbot when it comes to all things health. We appreciate it.
>> But you're not evil.
>> No, as far as we know, >> so I won't be denounced by the Pope.
>> Yeah, exactly.
>> We won't have a reser, >> a godly been cyclical.
>> And that is Squawk Pod for today. Thanks for listening and thanks for starting your short week with us. Squawkbox is hosted by Joe Kernan, Becky Quick, and Andrew Ross Sorcin. Tune in weekday mornings on CNBC at 6 Eastern. Follow SquawkPod wherever you get your podcasts. Let us know what you think. If you'd be so kind to rate SquawkPod or write a brief review on Apple Podcasts, that helps other listeners find us. Have a great day. We'll meet you right back here tomorrow.
>> We are clear. Thanks, guys. Thank you so much.
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