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

00:07:34

Uber, DoorDash, GrubHub Sue NYC Over Minimum Wage...

TechCheck ·

2023/07/06

Gig economy stocks like Uber and DoorDash hit session lows after saying they're suing New York City over a law that raises delivery workers' minimum wage to $17.96/hour, nearly tripling their base pay. But it changes the calculus as investors continue to look to the apps for profitability. Plus, as the U.S. gets tough in the tech fight against China, Amazon could be caught in the middle. Biden administration cloud restrictions could hurt AWS, while Chinese e-commerce sites like Pinduoduo’s Temu and

en

00:05:26

Jassy Cracks Down on Studio Spending, Plus A New...

TechCheck ·

2023/07/05

Amazon CEO Andy Jassy’s tenure has been characterized by greater fiscal discipline, and now he’s reportedly looking to streaming as a way to cut costs – taking a hard look at the finances of producing pricey original like “Rings of Power” and “Citadel” despite mixed ratings. Plus, Chinese companies have been exploiting loopholes in the U.S. export ban on chips – including by renting access to high-end chips and their compute power through cloud companies like Amazon’s AWS and Microsoft’s Azure. A

en

00:04:37

AI Startups Drive Dealmaking Rebound 7/3/23

TechCheck ·

2023/07/03

AI startups saw a funding explosion this year, with more than 20 generative AI unicorns now in the landscape, according to Pitchbook data. OpenAI backer and Inflection AI co-founder Reid Hoffman discussed what’s next for these startups, and whether they’ll be able to outlast the megacaps.

en

00:43:55

AI Investing & Tech IPO's 6/30/23

TechCheck ·

2023/06/30

In this special report, CNBC's Diedre Bosa discusses money flowing into AI, the lack of tech IPO's and the downstream impact on Bay Area real estate.

en

00:04:49

Number of AI Unicorns Surge, Plus The FTC Plans...

TechCheck ·

2023/06/29

AI startup Typeface announced today it raised $100 million at a $1 billion valuation. It’s the latest in a string of new AI unicorns – a bright spot amid a wider slowdown in startup funding. Plus, the FTC is gearing up for its biggest suit against Amazon yet, according to Bloomberg. What it could mean for Amazon’s already razor-thin e-commerce margins.

en

00:05:45

China Narrows Gap in AI Dealmaking Race, Plus Tech...

TechCheck ·

2023/06/28

There's a race between the U.S. and China to find AI winners at the earliest stages, and so far the U.S. has been way ahead. But China is quickly closing the gap, with Chinese AI venture dealmaking at more than 70% that of U.S. this year - and we're only halfway through. Plus, where are the tech IPOs? Despite the AI hype, new AI unicorns seemingly daily, and investors unable to get enough of the few companies that are already public, tech IPOs have remained on the sidelines - and big names don't

en

00:07:05

AI Deal Making Heats Up, Plus AI Election Impact ...

TechCheck ·

2023/06/27

Data is the new gold in the generative AI race - and companies want to harness the power of their own data instead of giving it to ChatGPT or another software application. That idea may be behind a flurry of recent deals in the AI space. Plus, a panel of AI experts at the Aspen Ideas Festival, including Google DeepMind COO Lila Ibrahim, weigh in on whether they’re worried about how AI will impact misinformation in upcoming elections.

en

00:08:12

Big Tech Pullback Warnings, Plus UBS downgrades...

TechCheck ·

2023/06/26

Analysts have been warning of increased concentration in mega-cap tech for a while, with little impact on those names. Is it time now for a pullback? Plus, UBS downgraded Alphabet today to neutral from buy, saying the stock has limited upside and that it may not be the best way to capitalize on the AI wave.

en

00:07:02

Chips Act Eligibility Expands, Plus A Read on the...

TechCheck ·

2023/06/23

Suppliers are now able to apply for funding under the Chips Act after the Biden administration broadened the companies that are eligible, 11 months after it became law. Plus, the CEO of Forge Global, a secondary marketplace where insiders can buy and sell shares of private companies, says AI names are still hard to buy.

en

00:07:44

AWS CEO Discusses New AI Innovation Center, Plus FTC...

TechCheck ·

2023/06/22

AWS is investing $100M in a center to help its customers use generative AI, in a push to keep up with rivals Microsoft and Google. Deirdre Bosa sits down with AWS CEO Adam Selipsky. Plus, the first of a five-day hearing between Microsoft and the FTC kicked off today, to determine the fate of a $69 billion deal to buy Activision in the U.S.

en

00:06:10

Alibaba Announces Surprise Leadership Shakeup 6/20/23

TechCheck ·

2023/06/20

Alibaba announced this morning Chairman and CEO Daniel Zhang will be stepping down from the company, to be replaced with longtime Alibaba veterans Joe Tsai and Eddie Wu respectively. The installment of two Jack Ma insiders might indicate the tech billionaire is still calling the shots, despite disappearing from public eye the past few years after regulatory scrutiny.

en

00:06:40

The Next Seven 6/16/23

TechCheck ·

2023/06/16

By now we've all heard of the Magnificent Seven - the handful of gargantuan tech stocks responsible for the majority of the market's gains. But we dug into the NEXT seven -- filled with legacy tech and AI-related names that are also seeing gains this year.

en

00:05:18

Adobe Earnings Preview, Plus Lyft Acquisition Rumors...

TechCheck ·

2023/06/15

Will Adobe earnings after the bell prove it's an AI winner or loser? Bears would argue popular models like Dall-E and Midjourney undermine the company, though bulls might say Adobe represents one of the best professional applications of AI. Plus, analysts have pegged Lyft as a potential acquisition target, with possible buyers including big tech companies like Google and Amazon, automakers, and private equity.

en

00:08:25

TechCheck+ Dot Com vs. AI Mania: Comparing 1999 and...

TechCheck ·

2023/06/13

Tech has come roaring back in 2023. And the biggest narrative this year – artificial intelligence. If it feels like a moment of gigantic hype – you wouldn’t be mistaken. But so was 1999. This week on TechCheck – comparing two moments of hype: the dot com bubble and AI mania.

en

00:10:34

Intel’s New Foothold in the Chip Wars, Plus CalSTRS...

TechCheck ·

2023/06/13

Intel is reportedly in talks with Softbank to be a strategic investor to anchor chip designer Arm’s IPO. It could be a way for Intel to work with big names like Apple, Amazon, and Meta and others on the back-end. Plus, the Chief Investment Officer of the nation’s second-largest pension fund cautions against the tech rally and warns that AI is overhyped.

en

00:06:17

Meta Internal Meeting Reveals Jabs at Apple and a...

TechCheck ·

2023/06/09

In the battle of the titans, Apple and Meta have long been locking horns on products, privacy, and now the new era of headsets. In leaked audio from an internal all-hands meeting, there were reports that Zuckerberg criticized the Vision Pro, particularly its price tag. The meeting also revealed the tech giant is now working on a Twitter competitor, though many apps have tried and failed.

en

00:07:39

Tech’s Return to Office Tactics 6/8/23

TechCheck ·

2023/06/08

Three different approaches may be emerging for how tech companies are trying to lure employees back into the office. Google – which had been using carrots like a Lizzo concert, is instead shifting to sticks – with a crackdown on office attendance and tracking badges. Salesforce, on the other hand, is trying out altruism – offering to donate $10 to local charities for each day an employee is in the office or attends a company event.

en

00:06:37

Data is Gold in AI Race, Plus Roblox CEO on Potential...

TechCheck ·

2023/06/07

If "data is gold" in the shift to AI, big tech companies that have been collecting data for decades might have a huge leg up -- if they can balance increased costs as they work on accommodating a new hardware and infrastructure shift. Plus, Roblox CEO Dave Baszucki says developers are flocking to its spatial computing platform, though Apple had only announced it was using Unity Software to bring apps and games to its headset.

en

00:07:30

Sequoia Capital Splits Into Three VC Firms 6/6/23

TechCheck ·

2023/06/06

Sequoia Capital, one of the world’s largest and most successful VC firms, told investors today it will split into three partnerships, separating its China and India units. It’s been a tough first year for U.S. and Europe lead Roelof Botha – the tech market turned, and amid rising geopolitical tensions, he oversaw billions in devalued investments.

en

00:12:09

Apple Unveils Vision Pro Headset 6/5/23

TechCheck ·

2023/06/05

There's a lot at stake for Apple as it hits all-time highs the same day it reveals its new mixed-reality headset, the Apple Vision Pro. Even though it’s eventually aimed at the general public, it’s first up to developers to create apps and games that will level up the product, differentiate it from other headsets, and make it enticing for consumers.

en

1,148 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