Political Breakdown Political Breakdown

Newsom's Final Months: A Failed Deal and Regulating AI

Sep 4, 2026 · 26m

Summary

Host Marisa Lagos and KQED’s Guy Marerati discuss Gov. Gavin Newsom’s failed wildfire liability deal with PG&E and his upcoming campaign in South Carolina. They analyze the political fallout, including PG&E’s stock drop and delayed safety work, as Newsom faces a September deadline for bills regulating AI and social media. The episode explores how Newsom navigates his Silicon Valley ties while addressing growing public backlash against tech, setting the stage for his potential presidential run.

Topics discussed

Sponsors and intro Episode overview: Wildfire liability and AI bills Why the wildfire liability deal fell apart PG&E stock drop and safety work delays The trade-off: Ratepayers vs. insurance companies Political fallout for Governor Newsom and future leaders Sponsor break Overview of AI and social media bills on Newsom's desk Newsom's relationship with Silicon Valley and presidential run Personal ties and OpenAI's influence on legislation Shifting politics on data centers and AI regulation Social media safety bills and the Meta settlement Gov. candidate Steve Hilton's stance on tech and AI Balancing state regulation with federal policy arguments Outro and school board voter guide plug Sponsor: San Francisco International Airport Sponsor: Landmark College
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