Welcome back. Blackstone making headlines in the private credit arena this morning. The firm says it will fulfill 100% of repurchase requests in its $82 billion BCR fund.This after investors sought to redeem a record 7.9% of the fund. Now, Blackstone is meeting those requests by increasing the size of a previously announced tender offer to 7% of total shares. It is stepping in alongside some of its employees to offset the remaining.9%.This of course is questions swirl around liquidity and valuations in priv ...

Hey Carl. That's right. So I am joined by Under Secretary Michael.It's great to have you here at the American Dynamism Conference. There's a lot to get to. Uh I think we have to start with what we're seeing in real time play out in Iran in the Middle East right now and the role that new technologies like AI are playing playing on the battlefield.>> Yeah. Well, um I think if you look at the the successes of the US military in the last year, everything from Midnight Hammer, Operation Southern Spear in Venezue ...

yeah very famous place any questions please NO, I MIGHT HAVE FORCED THEIR HAND. YOU SEE, WE WERE HAVING NEGOTIATIONS WITH THESE LUNATICS AND IT WAS MY OPINION THAT THEY WERE GOING TO ATTACK FIRST. THEY WERE GOING TO ATTACK IF WE DIDN'T DO IT, THEY WERE GOING TO ATTACK FIRST.I FELT STRONGLY ABOUT THAT. AND WE HAVE GREAT NEGOTIATORS, GREAT PEOPLE, PEOPLE THAT do this very successfully and have done it all their lives very successful. And based on the way the negotiation was going, I think they were going to a ...

Our next guest calls the administration's approach with Iran undisiplined. Let's bring in Richard Hos, Council for Foreign Relations President Ameritus. Richard, good to have you back.Thanks for the help today. >> Thanks, Carl. >> Uh, you did write over the weekend, uh, you called it a questionable war of choice, and that was before the Secretary of State's comments to the media yesterday, which I think kind of backs it up, does it not.Well, both his comments and everybody else's uh both things. One, the wa ...

In the meantime, I want to bring in forme Army Rger and Democratic Congressman Jason Crow of Colorado. He's on the Armed Services and intelligence committees. It's good to have you here today.I know Congress is set to get briefed later today. More members of Congress, the gang of eight had their briefing yesterday, and we played some of the rationale we've heard from this administration at the top for launching these strikes on Iran. Interestingly enough, Congress wasn't consulted before those strikes, but ...

Yeah, I think the job people are not seeing but I'm seeing right now is the person who creates agents, manages them and is the maestro of the agents. The person who can take the business process, explain it and train the agent to do it. And there are certain people in business who are just really good at operations.You were one of them sacks running companies and like that person who can fire up an agent, train the agent and figure out how to manage them and figure out how to increase their skills. >> With ...

[applause] I've taught sexed to thousands of young people over the years, and between that and my job, I've been asked every question under the sun. Literally, nothing shocks or surprises me anymore. But there is one word that comes up again and again.Should. When should, who should, how should, how big should. There is a should for everything.But of course, when it comes to sex, there is only one should. You should communicate your wants, needs, boundaries, consent. But how well are we really taught to do ...

Subtext is super important. The information, the answers that you're looking for, change depending on why you're looking for that information. I'm Josh, I'm a researcher on the post training team.And I'm going to talk about what's new in web search. We changed a lot about the tone of responses so it feels a little bit more natural. Before when the model used its search tool, the response could feel like a gear shift.Something a lot more robotic, a wall of links. Whereas now we worked a lot on having it soun ...

People are noticing that our models can sometimes seem like a bit of a nanny. The experience was before like you'd say something that might comply with like a little bit of a caveat. Now we'll just generate them no problem.I'm Blair. I'm a researcher on the post training team. Today we're going to talk about overcotting in our new model.Over cavatting is when the user is having a normal conversation and then suddenly they get sort of steered away. The model incorrectly assumes the user intent even when they ...

Bring in show music, please. >> Hi, I'm CNBC producer Zack Vali. Today on SquawkPod, Wall Street on edge over fears the Iran conflict could drag on.CNBC's Dan Murphy on the global energy markets. >> We are seeing war risk premiums on the rise now. >> And Democratic Senator Tim Kaine on the opposition from some in Congress to President Trump's strikes in Iran.I believe we should not go to war illegally in violation of the Constitution. >> Plus, Anthropic's AI agent gets a popularity boost while feuding with ...