x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

TechCheck

Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.

technology investing

All Episodes

00:05:37

Ranking in Silicon Valley 4/17/24

TechCheck ·

2024/04/17

The practice of stack ranking might be making a comeback in Silicon Valley. Sometimes called “rank and yank,” it’s becoming increasingly popular among tech companies during what’s turning into the multiple years of efficiency, with big tech cutting costs and trimming their workforce. The type of merit-based, competitive culture has been around since the 80s, popularized by Jack Welch of GE, and is alive and well in other sectors including banking.

en

00:06:47

Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24

TechCheck ·

2024/04/16

Microsoft is making a major investment into the Abu Dhabi-based AI firm G-42 -- $1.5 billion dollars for a minority stake and just the latest in several foreign AI and cloud investments Microsoft has made, designed to continue its head start in AI and lock up another major customer for its cloud service Azure. Plus, HSBC is making a big call on AMD today, arguing in a new note that it shouldn’t be overlooked as an AI play because of its upcoming AI accelerator chip series, and because its non-AI

en

00:03:41

Apple and Tesla’s Parallels 4/15/24

TechCheck ·

2024/04/15

Apple and Tesla are the only two stocks in the Magnificent Seven that are still in the red this year, and shares of both are also sinking today on news that Tesla is laying off 10% of its workforce and Apple smartphone shipments are slumping. But it’s not just the stock declines that the two have in common. Some parallels are even more fundamental to the companies, including increased competition from China, both reportedly killing major car projects, and highly anticipated events this summer with a

en

00:09:14

Box CEO Aaron Levie on AI Regulation, Plus Interest...

TechCheck ·

2024/04/12

Box is going all in on AI. The cloud management company just crossed $1 billion in annual revenue, and says there’s still a lot more opportunity ahead. We chat with CEO Aaron Levie on how regulators should tackle AI, how AI will impact jobs and hiring, Google’s AI strategy, and more. Plus, with sticky inflation increasing the chances of higher rates for longer, Silicon Valley investors are now paying close attention to what it means for their privately-held portfolios. We dig into what VCs have

en

00:07:22

Andy Jassy’s Balancing Act 4/11/24

TechCheck ·

2024/04/11

The state of Amazon speaks to the state of big tech right now: keeping up with AI competition while keeping costs in check. We break down the tightrope that CEO Andy Jassy has to walk, from investing in startups while building models, to M&A while keeping an eye on regulators.

en

00:13:49

TechCheck+ Flow Co-Founder Adam Neumann 4/11/24

TechCheck ·

2024/04/11

Adam Neumann, former CEO of WeWork, sits down with CNBC’s Deidre Bosa to discuss the launch of his new Florida-based real estate startup, Flow, his bid to buy back WeWork, and more.

en

00:22:30

TechCheck+ Google Cloud CEO Thomas Kurian 4/10/24

TechCheck ·

2024/04/10

A new leg of the cloud wars has begun - one where access to the best AI models and tools is key. On the consumer side, Google’s strategy remains uncertain. But on the enterprise side, Google can afford to go on the offensive, and that’s happening in the cloud. CNBC's Deirdre Bosa sat down exclusively with Google Cloud CEO Thomas Kurian on competition, monetization, the partnership with Anthropic, and more.

en

00:14:48

New Tech Fund for Buzzy Startups, Plus Intel and...

TechCheck ·

2024/04/09

There's a new fund that now allows retail investors to get in on the hottest tech startups, including Stripe, OpenAI and SpaceX. But it comes with some risk. The Destiny Tech100 fund has soared more than 500% since its launch two weeks ago but is tanking 40% today. We break down the risks and the rewards. Plus, Intel and Google both announced new and more powerful chips. Intel is introducing its Gaudi 3, which they say is better at inferencing and power efficiency than Nvidia’s H100 chip -- the main

en

00:09:17

Healthier Capital CEO on Health Care Startups, Plus...

TechCheck ·

2024/04/08

After a two-year slump, the health care funding market could finally be picking up as AI gets leveraged in the sector. We speak with Amir Dan Rubin, managing partner and CEO of the VC firm Healthier Capital and former CEO of Amazon-acquired primary care provider One Medical on the state of health care startups and funding. Plus, some of the most advanced chips in the world will now be made in America, but by a foreign firm. Taiwan Semi is the largest chip manufacturer in the world and has secured

en

00:03:44

Samsung’s Big Chip Investment and Robotics Emerge as...

TechCheck ·

2024/04/05

Samsung is said to be the latest company to make a big investment in chip manufacturing in the United States. The company reportedly planning to double its total semiconductor investment in Texas to $44 billion, according to the Wall Street Journal. Plus, Move over AI.. robots are emerging as the next big battleground for Big Tech. Apple – is said to be the latest mover.. joining Amazon, Tesla, Nvidia and Google

en

00:12:18

Founders Fund Partner Trae Stephens on Tech and IPOs,...

TechCheck ·

2024/04/04

Trae Stephens is a partner at the prestigious VC firm Founders Fund, co-founder of the defense startup Anduril, and an early Palantir employee. He joins us for a rare interview on investing in defense technology, the thawing IPO market, whether an AI bubble is brewing, and more. Plus, Google’s dominance was built on free products - Gmail, Drive, Maps, Search. But now, in what would be a huge change from that model, the tech giant is reportedly considering charging for AI search features, adding them

en

00:06:34

Steve Cohen’s AI Predictions 4/3/24

TechCheck ·

2024/04/03

Despite talks of a bubble brewing around AI, Steve Cohen, Point72 Chairman and CEO and owner of the New York Mets, thinks we have a lot more room to run. He says the markets might actually be discounting what AI’s going to be able to do for companies, and that there’s even more upside as a result of AI. We break down what that might mean for labor and productivity, and how to find the AI winners in startups.

en

00:07:04

Intel’s Foundry Vision, Plus Salesforce’s AI Chief on...

TechCheck ·

2024/04/02

There’s so much demand for the $53 billion CHIPS Act, the Biden administration has announced it will scrap funding originally allocated to semiconductor R&D facilities, and instead fund manufacturing hubs like Intel’s. But the funding amount is more like a drop in the bucket in Intel’s longer-term vision for its foundry business. Plus, Salesforce’s AI Chief Clara Shih joins us to talk about a new gen-AI co-pilot tool Einstein and how it’s driving productivity for customers.

en

00:08:03

What’s Ahead for Apple after a Tough Quarter 4/1/24

TechCheck ·

2024/04/01

Apple is coming off a tough quarter. It was one of the worst-performing megacap tech stocks this year, down nearly 12% in the last three months. The negative sentiment from Wall Street continued today, with Loop Capital cutting its 12-month price target on the stock to $170 from $185. But there could be some positive catalysts ahead, including its annual developers conference, WWDC and a new iPhone cycle in September.

en

00:12:12

Former Yahoo CEO Marissa Mayer on AI Apps, Plus...

TechCheck ·

2024/03/28

Former Yahoo CEO and early Google employee Marissa Mayer thinks photo sharing is broken. Her new app Shine uses AI to fix that. We chat with her on the new venture, plus competing with tech giants and LLMs, AI startups, Google’s AI strategy and more. Plus, one Raymond James analyst thinks he’s found the next winners in AI: web tool platforms like GoDaddy and Wix. We debate whether that will still hold true as the next generation of AI apps enter the market.

en

00:08:14

Return of the Meme Stock? 3/27/24

TechCheck ·

2024/03/27

A new class of meme stocks has arrived. Trump Media, or DJT, is perhaps the most divorced from fundamentals. The newly-merged SPAC closed yesterday with a nearly $8 billion market cap and is up 17% today. Newly-public Reddit has also been also volatile – up nearly 70% since its IPO but falling 11% today. It all underscores a market that is increasingly driven by momentum… and retail investors.

en

00:06:03

Neumann’s Bid for WeWork 3/26/24

TechCheck ·

2024/03/26

The saga of WeWork continues. Former CEO Adam Neumann is putting in a bid, along with half a dozen financing partners, to buy the now-bankrupt co-working company for more than $500 million, according to CNBC sources. But where is that money coming from, and who are the financing partners that would back Neumann after the high-profile WeWork implosion?

en

00:10:40

Big Tech’s New Regulatory Battles 3/25/24

TechCheck ·

2024/03/25

The European Union has now launched its first official investigations under its sweeping new competition law, the Digital Markets Act, targeting Apple, Google and Meta in particular. It’s a signal of European regulators going on the offense – identifying so-called gatekeepers and laying out rules to prevent future abuse of market power. But the tech giants now have battles going on multiple fronts – fighting regulators while also trying to keep up with megacap peers in the AI race.

en

00:09:16

TechCheck+ Apple Succumbs to the AI Pressure 03/22/24

TechCheck ·

2024/03/22

Apple's strategy has always been to be the last and best mover. But generative AI is a different beast. Now, the tech giant looks to be scrambling. It's reportedly in talks to outsource key AI features on the next iPhone to one of its biggest rivals, Google, and has released a new Macbook Air it's selling as "the world's best consumer laptop for AI," but has the same features as past laptops. This week on TechCheck, we dig into how Apple has succumbed to the AI pressure.

en

00:08:07

What the DOJ Missed on Apple, and how Microsoft has...

TechCheck ·

2024/03/22

The DOJ filed a historic 88-page suit against Apple, alleging that the tech giant of running an illegal monopoly. But we point out some more questionable allegations in the lawsuit, including the DOJ’s statements around CarPlay and Apple TV+. Plus, though all its megacap peers are currently facing regulatory investigations, Microsoft has somehow dodged scrutiny. We break down its regulatory playbook and secret to success.

en

1,143 results

Similar Podcasts

Lead With AI

Tamara Nall

Linux in the Ham Shack

Black Sparrow Media

Data Engineering Podcast

Tobias Macey

Eye On A.I.

Craig S. Smith

Reflections

Livewire Labs