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TechCheck - 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.

Business Management Investing Technology Tech
Update frequency
every day
Average duration
9 minutes
Episodes
640
Years Active
2023 - 2025
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Defense Adoption of AI Technology 11/5/24

Defense Adoption of AI Technology 11/5/24

The focus for big tech this earnings season has been finding ways to monetize AI – and one use that’s emerged is the military. Shares of Palantir surged after the company cited a boom in demand for i…

00:07:20  |   Tue 05 Nov 2024
AI Search Faces Election Test 11/4/24

AI Search Faces Election Test 11/4/24

As users search for election and voting information in new ways, generative AI startups may have the solution -- proving nimbler with less to lose than big tech firms. The startup Perplexity just unv…

00:06:02  |   Mon 04 Nov 2024
Cloud Strength Justifies AI Spend 11/1/24

Cloud Strength Justifies AI Spend 11/1/24

AI is the next catalyst for growth for the hyperscalers Amazon, Microsoft and Google – but whether it can offset spending is still unsettled. Alphabet’s quarter shows GCP is gaining on the other two,…

00:07:00  |   Fri 01 Nov 2024
Apple’s AI Differentiation, Plus OpenAI Takes on Google Search  10/31/24

Apple’s AI Differentiation, Plus OpenAI Takes on Google Search 10/31/24

The market still hasn’t seen any examples of huge success in AI monetization for consumer-facing products, but Apple is differentiated in that its AI is free with a new Iphone or recent product. We d…

00:06:06  |   Thu 31 Oct 2024
TechCheck+ How OpenAI CEO Sam Altman's lobbying power tamed Washington 10/31/24

TechCheck+ How OpenAI CEO Sam Altman's lobbying power tamed Washington 10/31/24

Come Election Day, the future of big tech won’t be decided by either presidential candidate. Instead, OpenAI co-founder and CEO Sam Altman has emerged as one of the most powerful people shaping AI po…
00:13:08  |   Thu 31 Oct 2024
AI Helps Google’s Efficiency Push 10/30/24

AI Helps Google’s Efficiency Push 10/30/24

Shares of Alphabet jumped after reporting a big Q3 beat, reporting strong growth in cloud, search and YouTube. But one number you might not have seen yet: over 25% of all new code at Google is genera…

00:09:17  |   Wed 30 Oct 2024
Alphabet and AMD Q3 On Deck 10/29/24

Alphabet and AMD Q3 On Deck 10/29/24

A big check on AI demand and spending is coming after the bell when Alphabet and AMD both report third-quarter results. Investors are looking to AMD’s print to see how it’s faring in its uphill climb…

00:04:58  |   Tue 29 Oct 2024
X-Energy CEO on Amazon Investment, Plus Bret Taylor on Sierra’s New Funding Round 10/28/24

X-Energy CEO on Amazon Investment, Plus Bret Taylor on Sierra’s New Funding Round 10/28/24

As power-hungry tech companies work to fuel AI data centers, the race for nuclear energy is on. Amazon led a $500 million investment into X-Energy, which develops small modular reactors. We spoke wit…

00:11:13  |   Mon 28 Oct 2024
Waymo Closes $5.6B Funding Round 10/25/24

Waymo Closes $5.6B Funding Round 10/25/24

Alphabet -owned Waymo just announcing a new $5.6B funding round led by its parent company with participation from investors including Fidelity, a16z, Silver Lake and Tiger Global. The robotaxi servic…

00:07:26  |   Fri 25 Oct 2024
TechCheck+ OpenAi’s Head of Global Policy Chris Lehane 10/24/24

TechCheck+ OpenAi’s Head of Global Policy Chris Lehane 10/24/24

As AI becomes more mainstream, the debate on how to regulate it is starting to take center stage. Recently OpenAI hired Chris Lehane as its head of global affairs with the goal of having a say in how…
00:30:51  |   Thu 24 Oct 2024
Apple’s AI Hurdles in China 10/23/24

Apple’s AI Hurdles in China 10/23/24

Apple CEO Tim Cook is in China for the second time this year, meeting with officials and pledging increased investment as the iPhone-maker faces growing competition and pressure in the world’s larges…

00:07:33  |   Wed 23 Oct 2024
Anthropic Pulls Ahead in AI Agent Race 10/22/24

Anthropic Pulls Ahead in AI Agent Race 10/22/24

Would you give AI permission to take over your computer? The startup Anthropic hopes so, unveiling a new "Computer Use" tool that would let its Claude chatbot analyze your computer screen and even ac…

00:06:20  |   Tue 22 Oct 2024
Google’s Reorganization Puts AI In Front 10/18/24

Google’s Reorganization Puts AI In Front 10/18/24

Google shares fell on news of an AI reorganization, announcing it’s moving the Gemini Apps team under DeepMind and shifting a search and ads executive to a Chief Technologist role. But investors migh…

00:07:00  |   Fri 18 Oct 2024
Uber Explores Expedia Takeover Bid, Plus Google Exec on Viral AI Podcast Tool  10/17/24

Uber Explores Expedia Takeover Bid, Plus Google Exec on Viral AI Podcast Tool 10/17/24

Shares of Uber and Expedia were on the move today’s session after reports that Uber had explored a takeover bid for Expedia. Plus, Google’s realistic AI-generated podcast tool as gone viral, and the …

00:09:34  |   Thu 17 Oct 2024
Amazon Lands Databricks Chips Deal 10/15/24

Amazon Lands Databricks Chips Deal 10/15/24

The mad dash to develop and deploy AI chips is intensifying, with Amazon now inking a new deal with the startup Databricks in which it’ll use Amazon’s custom chips to train its AI model. 

00:05:15  |   Tue 15 Oct 2024
California Rejects More SpaceX Launches, Plus Nextdoor’s Hurricane Response 10/14/24

California Rejects More SpaceX Launches, Plus Nextdoor’s Hurricane Response 10/14/24

A big step this weekend for SpaceX's bid to develop reusable rockets, successfully catching a descending rocket booster on the launch pad with mechanical "chopstick" arms. But officials in California…

00:08:07  |   Mon 14 Oct 2024
Waymo Pulls Ahead in Robotaxi Race 10/11/24

Waymo Pulls Ahead in Robotaxi Race 10/11/24

After Tesla’s Robotaxi day, the focus has been on Uber with shares up 8%. But the biggest winner is with the widest lead is actually Alphabet’s Waymo, already delivering 100k+ driverless rides a week…

00:08:38  |   Fri 11 Oct 2024
OpenAI Report Outlines Dangers of AI-Generated Misinformation 10/10/24

OpenAI Report Outlines Dangers of AI-Generated Misinformation 10/10/24

A new report from OpenAI on cyber operations and dangerous actors' use of AI could be a signal that companies are feeling the pressure to take AI-generated misinformation seriously. The 54-page repor…

00:06:04  |   Thu 10 Oct 2024
Google’s Regulatory Overhangs, Plus Hindenburg Shorts Roblox 10/8/24

Google’s Regulatory Overhangs, Plus Hindenburg Shorts Roblox 10/8/24

Google’s regulatory headaches continue. A judge, yesterday, ordered the Alphabet-subsidiary to open up its Google Play app store as part of the Epic Games antitrust suit, and today it could face pote…

00:07:52  |   Tue 08 Oct 2024
Presidential Election Divides Silicon Valley 10/7/24

Presidential Election Divides Silicon Valley 10/7/24

The presidential election is continuing to sow divisions in Silicon Valley. Two giants of the tech industry are now coming out on opposite sides, after Ben Horowitz, co-founder of the VC firm Andrees…

00:06:45  |   Mon 07 Oct 2024
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