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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

00:01:37

U.S. AI infighting and China’s opportunity 3/3/26

TechCheck ·

2026/03/03

The drama between the Pentagon and major U.S. AI labs is highlighting the risks and sending users to Chinese AI models. We dig into what the last week shows about the two countries’ AI strategies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:39:39

TechCheck Takes: AI is taking over and there are no...

TechCheck ·

2026/03/03

AI can now do your job, build apps, and crush markets. Meanwhile Wall Street is in a panic and the Pentagon is blacklisting Anthropic. The companies that swore they’d be responsible are abandoning their own safety promises and insiders are bailing. Then there’s Alex Bores, a New York state lawmaker who wrote the first major AI safety law in the country. CNBC’s Deirdre Bosa goes inside the market meltdown, the political fight, and the race that’s moving faster than anyone can govern. Hosted by

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00:06:35

China’s Lunar New Year tech showcase, Plus Figma’s...

TechCheck ·

2026/02/17

China’s tech giants are kicking off the Lunar New Year with a wave of AI and robotics announcements. Plus, what Figma’s new “Code to Canvas” partnership with Anthropic means for the future of Software. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:06:27

AI’s high-stakes safety divide 2/12/26

TechCheck ·

2026/02/12

The AI race is becoming more polarized as Anthropic donated $20M to a group supporting more AI regulation. We dig into the battle lines being drawn within the industry over the future of AI safety. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:08:53

AI eroding the software moat 2/9/26

TechCheck ·

2026/02/09

Databricks announcing a new $5B funding round at a $134B valuation. Making the company the fourth largest private company in the U.S. We speak to CEO Ali Ghodsi about the company’s future and how AI is disrupting the software ecosystem. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:05:55

Moltbook: Where AI bots socialize 2/2/26

TechCheck ·

2026/02/02

A social media site where only AI agents are allowed is going viral in tech circles this weekend. We dig into "Moltbook" where AI bots are conversing and sharing stories about 'their humans.' Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:40:21

TechCheck Takes: China’s next breakthrough moment is...

TechCheck ·

2026/01/28

China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approach is moving from software to chips, power, and infrastructure. Instead of chasing the most advanced GPUs, China is scaling what it controls: domestic chips that are good enough, cheap power, and systems designed to work together. This is less about building a Chinese Nvidia and more about building an alternative AI stack and pushing it into markets that

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00:06:03

OpenAI to “Dramatically” slow hiring 1/27/26

TechCheck ·

2026/01/27

Layoffs hitting tech at Pinterest and Amazon this week, as OpenAI CEO Sam Altman says his company plans to “dramatically slow down” on hiring. We dig into what it means as AI reshapes the tech workforce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:02:38

Anthropic brings AI to finance 1/26/26

TechCheck ·

2026/01/26

OpenAI is teasing new upgrades to its AI coding tool this week as rival Anthropic’s Claude Code continues to gain traction online. We dig into the new tools bringing AI to finance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:32:46

TechCheck Takes: Anthropic’s Claude Code and the...

TechCheck ·

2026/01/22

Replit is launching a feature that will let users create fully published and monetizable iOS apps using nothing more than natural language. It’s a big step forward in the AI-first coding space, a feature that bigger players like OpenAI, Microsoft, and Google haven’t come close to. CEO Amjad Masad joins CNBC’s Deirdre Bosa live to talk about the latest boom in AI-first coding, triggered by Anthropic’s Claude Code going viral, and the potential wave of vibe-built software. Hosted by Simplecast, an

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00:11:35

The AI talent revolving door, Plus, The AI coding...

TechCheck ·

2026/01/15

OpenAI is rehiring three top researchers from a rival startup in the latest escalation in the AI talent wars. Plus, Box CEO Aaron Levie joins us to talk about the threat AI coding poses to software. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:06:12

Microsoft’s new data center strategy, and Chinese AI...

TechCheck ·

2026/01/13

Microsoft is out with a new plan to reduce consumers’ electricity costs from data centers. And as domestic U.S. pushback against data centers grows, Chinese AI is seeing growing adoption across the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:05:33

Apple bets big on Gemini, plus Meta’s new President...

TechCheck ·

2026/01/12

Apple announcing today that it will use Google’s Gemini AI to power its revamped Siri coming later this year. Plus, a look at Meta’s new president and what the hire means for the company’s AI spend. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:07:18

Gmail unveils new AI features 1/8/26

TechCheck ·

2026/01/08

Google’s Gemini push rolling out on Gmail today with new features that can access user’s entire email history. We dig into what the new tools mean for Gmail users and how they can choose to opt-out. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:06:18

Google’s Boston Dynamics partnership, and Tesla’s AV,...

TechCheck ·

2026/01/06

Google’s Deepmind unit announcing a partnership with Boston Dynamics at CES where robotics stole the show. We dig into the biggest announcements and what they mean in the race for physical AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:06:59

China’s AI-driven IPO revival 1/5/26

TechCheck ·

2026/01/05

AI names are pumping new life into China’s IPO market, with model maker “Mini Max” reportedly set to price at the top of its range tomorrow. We dig into what the country’s IPO revival means for the competition between U.S. and Chinese tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:09:25

Anthropic’s ‘more with less’ playbook 1/2/25

TechCheck ·

2026/01/02

Anthropic is one of the key AI players eyeing a potential 2026 IPO. MacKenzie Sigalos sat down exclusively with Anthropic President Daniela Amodei to talk about the company’s plans to outmaneuver big-spending AI rivals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:06:06

Top AI scientists spar over AGI 12/23/25

TechCheck ·

2025/12/23

Two of the world’s top AI scientists in a heated public debate about the future of the technology, and whether it can ever match human intelligence. We dig into the dispute and what the issue at play could mean for the future of the AI trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:08:07

Waymo’s San Francisco blackout pause 12/22/25

TechCheck ·

2025/12/22

Waymo service is up and running again in San Francisco after a Saturday night blackout left robotaxis stopped in their tracks throughout the city. We dig into what went wrong, and what it means for the broader robotaxi rollout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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00:05:03

Google's chip challenge to Nvidia 12/18/25

TechCheck ·

2025/12/18

Google is working on a new initiative that would challenge Nvidia’s software edge in AI. We dig into Google’s latest move and the increasing threat to Nvidia’s moat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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1,153 results

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