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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.

Technology Tech Investing Management Business
Update frequency
every day
Average duration
10 minutes
Episodes
639
Years Active
2023 - 2025
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Sequoia backs AI health startup 2/19/25

Sequoia backs AI health startup 2/19/25

AI startup OpenEvidence is now raising a fresh round of capital from Sequoia at a $1 Billion valuation. We look at the latest big funding round in AI healthcare and why investors are increasingly dra…

00:07:34  |   Wed 19 Feb 2025
Startup Investing for the Masses, Plus xAI Unveils New AI Model 2/18/25

Startup Investing for the Masses, Plus xAI Unveils New AI Model 2/18/25

Silicon Valley startups have generally been off-limits to the public, cutting ordinary investors out of peak value creation. But now, those rules are getting a second look under President Trump’s new…

00:07:08  |   Tue 18 Feb 2025
Wall Street cools on AI spending spree 2/14/25

Wall Street cools on AI spending spree 2/14/25

Big Tech expecting to spend as much as $320B in capital expenditures in 2025, as much as 40% higher than even last-year’s stratospheric spend. We look at how investor sentiment is cooling towards the…

00:04:53  |   Fri 14 Feb 2025
Musk OpenAI bid, Plus Apple’s Alibaba teamup 2/13/25

Musk OpenAI bid, Plus Apple’s Alibaba teamup 2/13/25

Elon Musk adding a new layer to his escalating legal fight with OpenAI and CEO Sam Altman. Plus, Apple is teaming up with Alibaba to bring Apple Intelligence to China as the iPhone maker faces fierce…

00:07:44  |   Thu 13 Feb 2025
High-stakes Paris AI summit sees calls for less regulation 2/11/25

High-stakes Paris AI summit sees calls for less regulation 2/11/25

Tech executives and world leaders convening in Paris this week to discuss AI, including OpenAI’s Sam Altman, Google CEO Sundar Pichai, French President Emmanual Macron, and Vice President JD Vance. W…

00:02:57  |   Tue 11 Feb 2025
Why OpenAI has a Microsoft problem 2/10/25

Why OpenAI has a Microsoft problem 2/10/25

New Reporting reveals that OpenAI is closer than ever to having their own custom AI chips. We look at what the startup’s push for their own chips reveals about its increasingly complex relationship w…

00:05:42  |   Mon 10 Feb 2025
Big Tech hunts for AGI at any cost 02/07/25

Big Tech hunts for AGI at any cost 02/07/25

Sources telling CNBC’s David Faber that Softbank plans to invest $40B in OpenAI in a deal that would place the generative AI startup at a $300B post-money valuation. We look at the latest sign that b…

00:07:04  |   Fri 07 Feb 2025
Why a stronger dollar could spell trouble for Big Tech 02/06/25

Why a stronger dollar could spell trouble for Big Tech 02/06/25

The dollar is up nearly 5% over the past six months, causing headwinds for tech giants who make a substantial portion of their revenue overseas. We look at what the shift means and what we’re hearing…

00:07:17  |   Thu 06 Feb 2025
Perplexity’s case for U.S. TikTok ownership, Plus DeepSeek security concerns 2/5/25

Perplexity’s case for U.S. TikTok ownership, Plus DeepSeek security concerns 2/5/25

Perplexity CEO and Co-Founder Aravind Srinivas is making the case for why his startup is the best positioned to take over TikTok U.S. operations. Plus, what people get wrong about the difference betw…

00:08:37  |   Wed 05 Feb 2025
Google faces uphill AI battle in 2025 2/4/2025

Google faces uphill AI battle in 2025 2/4/2025

Google parent company Alphabet hitting a record high ahead of reporting today even as China hits the tech giant with an antitrust probe. We look at what investors will be looking for in Q4 results, i…

00:08:17  |   Tue 04 Feb 2025
Sam Altman’s post-DeepSeek mea culpa, Plus Ontario axes Starlink deal 2/3/25

Sam Altman’s post-DeepSeek mea culpa, Plus Ontario axes Starlink deal 2/3/25

OpenAI CEO Sam Altman saying in a Reddit AMA Friday that his company has been ‘on the wrong side of history’ on open source AI as DeepSeek continues to roil the race. Plus, Ontario Premier Doug Ford …

00:06:24  |   Mon 03 Feb 2025
Big Tech rushes to adopt DeepSeek 01/31/25

Big Tech rushes to adopt DeepSeek 01/31/25

Chinese startup DeepSeek sparking a sell off this week that sent Nvidia and Microsoft shares slipping downward. We look at how even as the new open-source model poses a threat to big tech, major AI c…

00:10:41  |   Fri 31 Jan 2025
How DeepSeek kicked off a new AI race 1/29/25

How DeepSeek kicked off a new AI race 1/29/25

Tech stocks mixed today as the AI trade tries to adjust to a new normal post-DeepSeek. We look at why the AI race will never be the same, and why OpenAI is accusing DeepSeek of training off their mod…

00:06:39  |   Wed 29 Jan 2025
Aaron Levie on the AI paradigm shift after DeepSeek, plus Kyle Bass sounds off on the China threat 1/28/25

Aaron Levie on the AI paradigm shift after DeepSeek, plus Kyle Bass sounds off on the China threat 1/28/25

DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says there are very few losers from the breakt…

00:14:15  |   Tue 28 Jan 2025
How China’s DeepSeek upended the AI landscape 1/27/25

How China’s DeepSeek upended the AI landscape 1/27/25

China’s DeepSeek model sent markets reeling Monday as investors digest the impressive performance and reportedly low cost of the advanced large language model. We look at how DeepSeek has skyrocketed…

00:18:03  |   Mon 27 Jan 2025
TechCheck Takes: Why China’s DeepSeek is putting America’s AI lead in jeopardy 1/27/25

TechCheck Takes: Why China’s DeepSeek is putting America’s AI lead in jeopardy 1/27/25

An AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more cheaply and with less-powerful chips. DeepSeek…
00:40:05  |   Mon 27 Jan 2025
TechCheck+ Databricks CEO Ali Ghodsi 1/23/25

TechCheck+ Databricks CEO Ali Ghodsi 1/23/25

Ali Ghodsi, Databricks CEO, joins Deirdre Bosa to discuss Databricks recent investment from Meta, and much more.
00:07:16  |   Thu 23 Jan 2025
Tech CEOs sound alarm on Chinese AI breakthroughs 1/23/25

Tech CEOs sound alarm on Chinese AI breakthroughs 1/23/25

Chinese internet firm ByteDance unveiling a new top-performing model that escalates the AI competition between China and the U.S. We look at how key American AI leaders at Davos are reacting to the w…

00:03:10  |   Thu 23 Jan 2025
Trump revokes Biden’s AI safety order as Chinese competition grows 1/21/25

Trump revokes Biden’s AI safety order as Chinese competition grows 1/21/25

Key guardrails around advanced AI models are now gone after President Trump revoked Biden’s executive order on AI safety. Critics claimed the E-O stifled America’s ability to innovate, and its remova…

00:07:25  |   Tue 21 Jan 2025
Behind the scenes at a quantum lab, SandboxAQ CEO on outlook, plus the U.S. TikTok alternatives users are flocking to 1/17/25

Behind the scenes at a quantum lab, SandboxAQ CEO on outlook, plus the U.S. TikTok alternatives users are flocking to 1/17/25

Behind the scenes at a quantum lab, SandboxAQ CEO on outlook, plus the U.S. TikTok alternatives users are flocking to

Description: Quantum computing stocks have had a volatile few months, with investo…

00:15:01  |   Fri 17 Jan 2025
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