Brazil & Europe, Elon Musk & Neocloud “Guppies” 102626

SpaceX has secured a $40 billion debt (cnbc.com/2026/10/26/spacex-closes-40-billion-d…) financing package, Ukraine is disputing Elon Musk’s claim (cnbc.com/2026/10/25/ukraine-musk-starlink-term…) that the country violated Starlink’s terms, and Elon Musk himself is weighing in on neocloud companies (cnbc.com/2026/10/26/neocloud-stocks-today-core…), comparing their life spans to those of guppies. In Brazil, Luiz Inácio Lula da Silva won a fourth term (cnbc.com/2026/10/26/brazil-lula-win-presidenti…), and in Europe, protests rage on (cnbc.com/2026/10/24/france-paris-protests.html). Editor in Chief of The Economist Zanny Minton Beddoes argues that the unrest has little to do with immigration, and everything to do with citizens deeply frustrated by their governments. Plus, BioMarin CEO Alexander Hardy is working to bring drugs to the 30 million patients with rare diseases.

Zanny Minton Beddoes - 10:27
Alexander Hardy - 25:10

In this episode:
Zanny Minton Beddoes, @zannymb (x.com/zannymb?lang=en)
Joe Kernen, @JoeSquawk (x.com/JoeSquawk)
Becky Quick, @BeckyQuick (x.com/BeckyQuick)
Andrew Ross Sorkin,@andrewrsorkin (twitter.com/andrewrsorkin)
Cameron Costa, @CameronCostaNY (twitter.com/cameroncostany?lang=gu)

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