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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

00:08:14

Reddit’s AI Pitch 3/31/24

TechCheck ·

2024/03/21

Shares of Reddit are soaring after its debut on the NYSE, as investors look to parse out what the company’s AI proposition really is. Artificial intelligence was a big part of Reddit’s pitch to investors, disclosing that it’s expecting to make around $66 million, or around 7% of its revenue, from a data licensing deal with Google to train its large language model on Reddit data. We dig into just how sustainable that is, and whether Reddit can expect to increase licensing as part of its revenue

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00:07:18

Jensen Huang’s Midas Touch 3/19/24

TechCheck ·

2024/03/19

TechCheck is at Nvidia’s headline developer’s conference, the GTC in San Jose, breaking down the AI ecosystem that CEO Jensen Huang has created. The chip company’s halo effect has reached the public and private markets, with Synopsis, Dell and Cadence higher on the keynote, and a who’s who of generative AI startup darlings speaking at the conference as well, including Anthropic, OpenAI, xAI, Mistral and Cohere.

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00:05:58

AI Race Leaderboard Reshuffled 3/18/24

TechCheck ·

2024/03/18

Apple is now reportedly in talks with Alphabet to put Google’s Gemini AI model into iPhones. The partnership could shake up postions in the AI race, potentially acting as a strong rebuke to bears who worried that Google's Gemini large language model is falling short of competitor products. It might also cast doubt on Apple's AI strategy and whether it’s able to catch up to rivals.

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00:06:48

Beijing Doubles Down on TikTok Sale Opposition 3/15/24

TechCheck ·

2024/03/15

Beijing now seems unlikely to let go of TikTok's secret sauce - it's source code - saying overnight that it would oppose a forced sale. That severely limits the options for parent company Bytedance, and poses a big challenge for any U.S. workers who might try and replicate the algorithm.

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00:10:01

TechCheck+ Why ‘open’ AI might be more marketing than...

TechCheck ·

2024/03/15

Among developers, Meta's latest open-source large language model, the Llama 2, is the hottest thing around. Wall Street also seems to be waking up to the proposition, with the stock far outperforming AI rivals like Google and Microsoft. But calling Meta's AI system "open source" is only part of the story. And the same might also apply to buzzy startups like Mistral and open source’s loudest advocates like Elon Musk. This week on Tech Check, we break down the promise of open source AI vs the

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00:06:37

The U.S. Money Invested in TikTok, Plus Reddit...

TechCheck ·

2024/03/14

A significant amount of U.S. money is invested in TikTok parent company ByteDance, including Carlyle Group, KKR, GGV, Sequoia, Tiger Global and more. Former Treasury Secretary Steve Mnuchin will likely have to go through them in his plans to put together a group to buy TikTok. Plus, Reddit’s IPO roadshow is underway. We break down what industry experts are now saying it could mean for the IPO pipeline.

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00:04:31

Breaking Down the Nvidia Halo Effect 3/13/24

TechCheck ·

2024/03/13

The Nvidia halo effect is alive and well. TechCheck spoke to the founder and CEO of Together AI, a newly minted unicorn that helps developers access Nvidia server chips to train their AI models, on how amid the scarcity of GPUs, it's all about making the supply of existing ones more efficient.

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00:07:09

Arm Shares Face Big Test This Week 3/12/24

TechCheck ·

2024/03/12

Shares of Arm are just fractionally higher today as its lockup period expires. That’s the 6-month period after an IPO during which insiders like early investors and employees are restricted from selling shares to prevent volatility. Will they look to sell and lock in gains? Softbank and its CEO Masayoshi Son own a 90% stake and has often drawn down on winners, including by using ownership in Alibaba to pay off debt and repurchase shares.

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00:07:37

The Fate of OpenAI’s Nonprofit Mission, Plus TikTok...

TechCheck ·

2024/03/11

There's a new, uncomfortable dynamic at OpenAI: a non-profit mission with a corporate profit motive. The recent changes at OpenAI's board underscore that - replacing AI researchers and specialists with business execs familiar with building for-profit companies. Plus, a new bipartisan effort to ban TikTok is gaining momentum in Congress. We dig into former President Trump’s flip-flopping stance on the ban.

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00:05:26

One Year After SVB’s Collapse, Silicon Valley Still...

TechCheck ·

2024/03/08

One year after the collapse of SVB, the Valley is still searching for a replacement. The bank had tailored services for early-stage companies, partnered with VCs, been a lender for those considered too risky for traditional banks. TechCheck talked to two startup founders on the failure, the changes since then, and the gap still in the market.

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00:07:17

OpenAI Fires Back at Elon Musk, Plus Microsoft...

TechCheck ·

2024/03/06

The fight between OpenAI and Elon Musk has entered a new round. After Musk filed suit against the startup accusing it of prioritizing profits, OpenAI has fired back with a trove of new bombshell emails that puts Musk back in the hot seat. Plus, CNBC talked to a Microsoft engineer that is now raising the red flag about its flagship AI profit CoPilot, warning of sexual and violent content.

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00:13:12

Google vs Google: The internal struggle holding back...

TechCheck ·

2024/03/01

Instead of a comeback, Google’s Gemini AI chatbot and image generator have gone viral for all the wrong reasons – producing inaccurate and offensive responses. The missteps have put Google back on the defensive in the AI race. But the bigger question around Gemini’s roll out is whether it underscores a painful but new corporate reality for Alphabet and CEO Sundar Pichai. Is Google’s culture sabotaging its AI efforts? We discuss both sides after a week where other mega-caps are making strides in AI:

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00:21:33

Bull vs. Bear at Google 2/27/24

TechCheck ·

2024/02/27

The fallout for Alphabet – the stock is now negative for the year as more controversies mount around its AI model Gemini rollout. Some are now calling for a change in leadership.

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00:17:37

Sam Altman Owns A Piece of Reddit 2/23/24

TechCheck ·

2024/02/23

Of course he does! Reddit filed (finally) for its IPO. What it – and the money behind it – say about the state of tech right now.

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00:13:56

TechCheck+ Nvidia, Sam Altman and the trillion-dollar...

TechCheck ·

2024/02/23

Artificial intelligence only entered the mainstream a year ago. But already, two titans of the industry are prophesying trillions of dollars in opportunity. Nvidia chief Jensen Huang is predicting an additional $1 trillion in data centers in the next few years, while OpenAI’s Sam Altman’s chip dream is closer to $7 trillion. This week on Tech Check, we take a deep dive into their trillion-dollar AI visions.

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00:03:29

FTX Wants to Sell Its Anthropic Stake 2/22/24

TechCheck ·

2024/02/22

Bankrupt cryptocurrency exchange FTX has filed a legal motion that would allow the company to sell its nearly 8% stake in one of the buzziest and highly-valued AI startups.

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00:03:20

Retail Investors Buy The Dip 2/15/24

TechCheck ·

2024/02/15

When tech stocks fell this week, retail investors came in buying.

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00:13:06

An AI Love Story 2/14/24

TechCheck ·

2024/02/14

Is AI hype outpacing reality… A few signs that perhaps this story will not be as simple as buying the early AI winners like Microsoft, Alphabet, Meta and Nvidia… especially as it plays out in the stock market.

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00:11:52

Bezos, Zuckerberg Sell Stock 2/12/24

TechCheck ·

2024/02/12

Jeff Bezos selling Amazon stock for the first time in more than two years. Mark Zuckerberg selling some Meta shares. Today – what insider sales RIGHT NOW could mean for tech at large.

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00:12:03

7 Trillion Reasons 2/9/24

TechCheck ·

2024/02/09

OpenAI CEO Sam Altman -- now turning his attention to chips… Reportedly looking to raise up to seven trillion dollars for a new semiconductor venture or partnership. This is a question we find ourselves asking a lot – how real is that?

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1,143 results

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