i'm going to start with the diller piece.mber months ago, i had heard from some sources that some of the media giants wanted to negotiate -- some of the media giants of the more traditional business, not netflix or amazon, wanted to negotiate and break from this amptp alliance of big studios they have, but then i heard that would be really unprecedented, kind of hard for them to pull off, and i've also heard more recently that netflix wants to be part of the solution, that ted wants to help lead the charge to be seen as a collaborator with the creatives in the industry, so i understand where diller is coming from. his argument makes sense. disney and the other media companies are very different in a lot of ways from netflix and amazon and apple in terms of what their incentives are. we'll see if they can pull this off. it will be complicated from a logistical standpoint and i don't know if these companies are actually that far apart. the traditional versus the more digital media companies are that far apart in terms of what t

and then barry diller will be at the table this morning at 8:00 a.m.ng "squawk box" and this is cnbc rich, velvety... coffee. cafe-quality... espresso. one high-pressure system... that can do both. brew to your heart's desire. ...with the l'or barista system. now brewing peet's coffee. >>> welcome back to "squawk box. now for the latest news out of washington, and what looks like a looming shutdown, and we want to get to emily wilkins who is in d.c. this morning good morning >> morning, andrew the house and senate are back today and the house has a critical vote on whether to move forward with four major spending bills. this is important for overall negotiations but let's be clear, none of these bills will prevent the government from heading towards a shutdown and they are working on the bipartisan stop gap bill since last week, and it would fund the government for 45 days is what they are negotiating on right now, and it still has to go through the house. remember, there's the handful of republicans that threatened to remove speaker kevin mccarthy fro

when it turns to action, everything changes >> that's barry diller on squawk with his take on what'sext for ai spotify's chief tells the bbc the company will not ban ai-created content from the platform open ai says chatgpt can now see, hear and speak. allows it to understand spoken words, respond with a synthetic voice and images diller's point is whether or not this is all fair use someone has to get paid in his view. >> well, as we know, a key point in the writer's strike and something they believe they have successfully negotiated an answer to. by the way, the leadership votes today. it's a little bit of a process here we do expect it will be fully ratified, the deal they did finally come to a few days later than i thought they would, but they got there it's funny, though we talked every day hourly abou ai, right up to the introduction of chatgpt with all the excitement we don't do it as often. i don't think that means in any way this not moving forward at a rapid pace i certainly don't think our perhaps mentioning it only once a show instead of numerous times is reflective, jim,

you're not >> that's true i'm not but i don't think that's a position that barry diller has because he'she personally dislikes trump. that's his right but don't miss principles from just personalities. you never would have thought sitting here right now with the latest poll from "the washington post" that donald trump is leading joe biden by ten points. you know as you sit in your cocktail parties or any other meetings around a lot of democrats they're all saying the same thing they do not believe biden should run again. and you're worried about what happens next >> mr. speaker, apparently you got to go somewhere, so we're going to let you go. >> thank you i appreciate you wearing jackets when i'm on, the full suit, it looks good >> thank you it's for you you're welcome >> it's slimming >> when we come back, we're going to talk strategy ahead of the opening bell we have lots more coming this morning. also some economic data on deck. we're going to be getting jobless claims >>> now the dow future is up by about 40 "squawk box" will be right back. r trading to help sharpen your skills, you

. >> kind of rings with what barry diller said the other day about the strange dynamics of this.ep thinking about bob telling david at paramount when david was saying, isn't this a threat to you? he said, they have their relationship, we have ours. it's not a broader thing. >>> one week to go before a strike. the uaw is calling general motors' new wage hike offer insulting. they say a strike is almost guaranteed. the latest is ahead with ford and gm down big in the last month. >>> regional banks set for their fifth negative week in six. stay with us. every day, businesses everywhere are asking: is it possible? with comcast business... it is. is it possible to use predictive monitoring to address operations issues? we can help with that. can we provide health care virtually anywhere? we can help with that, too. is it possible to survey foot traffic across all of our locations? yeah! absolutely. with the advanced connectivity and intelligence of global secure networking from comcast business. it's not just possible. it's happening. time to peculiar a side. the autoworkers contract

you were talking to bury diller about save the media and the negotiations between the studios and theers. they're at such a standstill. his idea is why are all the studios, the execs in bed with netflix? netflix doesn't have the same business model? i thought this was the most sound-minded assessment of the situation that i had yet heard. what was your sense of it? >> i thought barry was right. he's sort of in the middle of it. he's been on all sides of this. >> he also would president answer whether or not he's had direct conversations about this. >> i think he has, obviously. he's an old mandarin of hollywood. they bring him in. i think he's right. i think netflix has a very different point of view than the studios. the studios are about to chase netflix into the streaming market. they certainly aren't doing as well as netflix. i think barry's point is these studios and writers and actors have been in business for 100 years. even if they argue, it's been a lucrative business. and now the economics have been knocked out of it in a new and different way. it's not just netflix. the tec

diller. >> the bernier though, horror thriller follow this series of unexplained bird attacks on theving in the north bay town and on sunday night movie fans in palo alto celebrated the cinematic achievement at the stanford theater. and came out well, the double feature of the birds and his classic or cycle. moviegoers, tell us it's great to rewatch some of their favorite movies and other owners, though they're not as afraid. all right. on the big screen once again. >> because it's the classics it's offered hitchcock's the birds and psycho. i rested. been a kid, but now i mean, it's much better on the big screen here. and it's this is just a fabulous theater to design the same. and there we just get all the black white movies. >> aol, the film was based in part on real-life events. you may not know. but back in august of 1961, birds started dive bombing houses in capital of the crash into cars left waste all over town. so that was certainly inspiration. hitchcock to work in northern california actually led him to falling in love with the area. a film vertigo here and his family bough

, the co founder of the us diller, the co founder of the us conservative news channel.utput , news, whose right wing output, i've got no doubt she detests us. but what she doesn't detest is the chilled champagne and caviar served up on this opulent vessel. caviar served up on this opulent vessel . yes, it's got a couple vessel. yes, it's got a couple of sails if you're lucky enough to get a wind up. but this vast boat built for pleasure only it's exclusively a holiday yacht relies on two enormous diesel engines plus fossil fuel powered generators presumable only to power the jacuzzi . cruising on a power the jacuzzi. cruising on a superyacht . it comes with a superyacht. it comes with a carbon footprint the size of texas. carbon footprint the size of texas . of course, none of this texas. of course, none of this would matter if it wasn't for thompson's previous finger wagging pronouncements about the state of the environment. she's given her backing to extinction rebellion on one occasion, flying in a massive aeroplane from la to offer her support . from la to offer her

, the co founder of the us diller, the co founder of the us conservative news channel.utput , news, whose right wing output, i've got no doubt she detests us. but what she doesn't detest is the chilled champagne and caviar served up on this opulent vessel. caviar served up on this opulent vessel . yes, it's got a couple vessel. yes, it's got a couple of sails if you're lucky enough to get a wind up. but this vast boat built for pleasure only it's exclusively a holiday yacht relies on two enormous diesel engines plus fossil fuel powered generators presumable only to power the jacuzzi . cruising on a power the jacuzzi. cruising on a superyacht . it comes with a superyacht. it comes with a carbon footprint the size of texas. carbon footprint the size of texas . of course, none of this texas. of course, none of this would matter if it wasn't for thompson's previous finger wagging pronouncements about the state of the environment. she's given her backing to extinction rebellion on one occasion, flying in a massive aeroplane from la to offer her support . from la to offer her

i love showing them around the home of which i love rosemary diller, giving some great weather to.at they were talking about back on the east coast, where they're from, humid, hot, and they were like, this is amazing. i'm like, yep, it's amazing. we introduced them to microclimates. yes. where would you like to go today? we can either go partly cloudy and 65 or we can go sunny and 95 up to you. we do have a we are very blessed to have such a nice weather here in the bay area. we have the low clouds. joining us this morning. we still have some of the mid and high level clouds coming. remnants of jehovah. so if it feels a bit humid, you know why the morning fog in the north bay really thick low to the ground. we have visibility issues over our sonoma valley floor as well as napa valley floor, petaluma reporting half mile visibility. novato three quarters. santa rosa a mile napa half mile. this will remain for at least the morning hours. it will begin to lift in the next hour or two. if you have an early morning drive, please be careful out there. central south bay visibility a okay h

so i think the business models are going to have to get -- >> i don't know if you saw barry diller yesterdayaned into what may have been a fevered dream to chase netflix made a great mistake and if everybody had taken their best programming, and decided, you know, we're going to lean in and try to make the bundle a fabulous bundle or maybe we'll streamline the bundle but we're going to be in the bundled world, we're not going to actually try to silo ourselves and try to go either direct to consumer in the same way. what do you think of that? >> i think it makes a lot of sense. barry is always been an incredibly strategic, forward thinker. and i think that we're not going to be able to have all of these separate streaming services where we're going to be paying six, seven, eight and it is hard to get the programming you want and find it, whether we're talking about sports, right, or we're talking about entertainment. >> disney and coke. so, we could have you on for an hour. we could -- both of those companies are always -- go woke, go broke, that's first companies they mention. i don't know w

so i think you've got a lot of pressure on both sides >> barry diller has talked about potentially just or studios, rather, are really not in the same business, anymore and that actually, maybe, some people should frankly break off from the others. what do you think about that >> well, if there was a dynamic there that was really going to lead to a resolution, i think that would make some sense for the traditional media companies, but i think that -- >> who's going to get hurt the most the traditional media companies? >> yes, i think so i think netflix being so cash flow positive at this point, having much more of international distribution capability that's outside the purview of the unions, having that much more that they have already completed, having that much more that people haven't seen, that they have the ability to promote, having a ton of acquired programming if you took all of the original programm ming off of netflix skand just required on their license for programming, they would still be the most viewed streaming service. they have a very different position than the others