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The Tech Download: Daily Summaries Delivered
by CNBC
CNBC's “The Tech Download” podcast cuts through the noise to unpack the technology stories that matter most. Each season dives into a different topic — and uncovers what it means for your portfolio, your business and the global economy. With access to industry leaders and years of experience covering technology around the world, delivering sharp analysis and compelling narratives on the trends, risks and innovations shaping tech.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago39 min
How AI is changing modern warfare: Anduril CEO Brian Schimpf
Anduril has become one of the fastest-growing defense technology companies. CEO Brian Schimpf joins CNBC’s Arjun Kharpal to discuss how AI is transforming modern warfare, why autonomous weapons still require human oversight, and how Anduril is scaling defense manufacturing. They also examine U.S.-China competition, supply chains, and the future of defense technology.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- 2 weeks ago44 min
AI agents face the ROI test: Sierra co-founder Clay Bavor
AI agents are designed to do more than answer questions. They are meant to complete tasks. Sierra co-founder Clay Bavor joins CNBC’s Arjun Kharpal to discuss how AI agents are moving from demos into real business workflows, especially in customer service, sales and support. Bavor explains how Sierra builds and tests customer-facing AI agents before they go live, why companies want clearer ways to measure AI’s return on investment and how outcome-based pricing could challenge the way software companies get paid. The conversation also covers coding agents, rising AI token costs and why the hardest part of enterprise AI may be the “last mile” of deployment. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- 4 weeks ago45 min
Amazon’s AI Plan Goes Beyond Alexa: Devices Chief Panos Panay
CNBC’s Arjun Kharpal speaks to Amazon devices chief Panos Panay about the future of AI hardware, from Alexa Plus and smart home devices to wearables, driverless cars and satellites. Panay discusses how AI assistants could become more personal and ambient, why the next device race may not be won by a single gadget, and how Amazon is thinking about the future beyond screens and apps.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Jun 16, 202649 min
AI Devices Are Coming: Qualcomm CEO Cristiano Amon
Qualcomm CEO Cristiano Amon says artificial intelligence is set to change the way people use smartphones, even if the devices themselves are not going away.Speaking to CNBC’s Arjun Kharpal on “The Tech Download,” Amon said phones will increasingly be operated by AI agents that can carry out tasks on behalf of users, from managing apps to interacting with services across the internet. He described agents as a major shift for the mobile industry, comparing their emergence to the rise of apps in the smartphone era.Amon also said new categories of personal AI devices are beginning to take shape, including smart glasses, pins, pendants and other wearables. He said glasses are a natural fit for AI because they sit close to a user’s eyes, ears and mouth, allowing models to process what people see and hear in real time.The Qualcomm chief also discussed what the shift means for the semiconductor industry, including the need for more powerful and efficient chips in phones, PCs, glasses, cars and other connected devices. He said AI is forcing a rethink of chip architecture as devices increasingly rely on a mix of CPUs, GPUs and neural processing units to run models across both the device and the cloud.Amon also pointed to memory shortages and wider supply-chain constraints as key challenges for the industry, while arguing that the rise of AI devices could bring new players into consumer electronics.Subscribe to “The Tech Download” wherever you get your podcasts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Jun 3, 202645 min
Europe’s $14 Billion AI Challenger: Mistral CEO Arthur Mensch
Mistral CEO Arthur Mensch joins CNBC’s Arjun Kharpal to discuss AI infrastructure, the race for computing power, and why access to AI “tokens” is becoming a strategic priority. He also shares his views on AI sovereignty, enterprise adoption, custom chips and the future of AGI.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Jan 29, 202644 min
How DeepMind Red‑Teams AI—and Why It Matters
Two of Google DeepMind’s leaders—Dawn Bloxwich (Responsible Development & Innovation) and Tom Lue (VP, Frontier AI Global Affairs)—open the playbook on frontier safety and policy. Bloxwich explains how DeepMind blends structured evaluations with red‑teaming by experts and jailbreakers, and how its Frontier Safety Framework addresses severe risks (from CBRN and cyber to loss of control and socio‑affective concerns). Lue maps the regulatory landscape across the EU, US and Asia, arguing for harmonized standards that safeguard without stifling innovation. Together, they show what responsible development looks like before and after deployment—model cards, third‑party testing and the industry forums trying to align best practices. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Jan 22, 202632 min
How AI Will Reshape Education—What Actually Works
DeepMind COO Lila Ibrahim shares what’s working right now when AI meets the classroom. She explains how LearnLM has been infused into Gemini and why Guided Learning is designed to teach step‑by‑step rather than just “give the answer.” We discuss an early pilot in Northern Ireland where teachers reported saving ~10 hours per week, and why DeepMind is pushing a teacher‑led, responsibleapproach so students learn to use AI openly and well. Ibrahim also addresses risks (cheating, accuracy) and how modeling responsible usecan build confidence and equity for different learning needs. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Jan 15, 202652 min
How DeepMind Plans to Reach AGI Safely
DeepMind’s co‑founder and CEO Demis Hassabis lays out a pragmatic path to AGI—why he still sees a 5–10 year window, what current models are missing (reasoning, planning, continual learning), and why world models will likely converge with today’s LLMs. He explains how DeepMind became Google’s “engine room” for AI, shipping Gemini advances across products, and why AI for science (from AlphaFold to materials and energy research) is the most exciting frontier. We also touch on compute, energy constraints, and how to scale without cutting corners on safety. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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About The Tech Download
CNBC's “The Tech Download” podcast cuts through the noise to unpack the technology stories that matter most. Each season dives into a different topic — and uncovers what it means for your portfolio, your business and the global economy. With access to industry leaders and years of experience covering technology around the world, delivering sharp analysis and compelling narratives on the trends, risks and innovations shaping tech.
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