Tiger Global is reportedly writing down its venture portfolio – marking to market some of those massive unicorn investments it made before the market for tech companies and valuations tumbled. But by and large, private valuations have been able to stay in a land of make-believe, as recent IPOs and SPACs get whacked. And Crowdflare says hacking attempts are on the rise because of, yes, the turmoil at SVB. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our coll...
Mar 17, 2023•6 min
Investors in Silicon Valley Bank were wiped out; depositors were saved. But what about the investors in Silicon Valley? We look at how VCs were the major beneficiaries of the SVB backstop as the companies that they invest in and rely on for their returns survived. What comes next for those VCs and startups now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Mar 17, 2023•8 min
Why are tech stocks rallying in the face of bank crises and broader market uncertainty – yields. Bad news is back to being good news for high-growth tech companies, at least when it comes to share price. And what exactly would a TikTok ban – or spinoff – look like, and is it even possible. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 17, 2023•7 min
Stocks fell sharply on Wednesday – we look at how investing in tech has changed post-SVB. Plus – Foxconn has a warning for investors, and is planning a move outside of China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 15, 2023•5 min
CNBC’s Carl Quintanilla sits down with Jon Favreau – creator, executive producer, and writer behind "The Mandalorian" as it enters its third season on Disney+. The two discuss the challenges of reimagining the "Star Wars" universe for devoted and new fans alike and how audience feedback enriches the storytelling process. Favreau also opens up about his experience working with Disney, Bob Iger's return, and how nostalgia can fuel stories that center on a shared human experience. Hosted by Simplec...
Mar 15, 2023•28 min
Inside Mark Zuckerberg’s decision to lay off another ten thousand employees at Meta Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 14, 2023•5 min
Jack Henry CEO David Foss discusses how the SASS operator supports regional banks and how the fallout from Silicon Valley Bank's collapse could change the banking industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 14, 2023•22 min
Tech moved decidedly higher Monday following the U.S. government’s decision to backstop Silicon Valley Bank’s depositors – why, what that tells us about tech investors, and what comes next. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 13, 2023•4 min
CNBC’s Julia Boorstin is on the red carpet ahead of Sunday’s Oscars with an expert cast to talk all things media, streaming & moviegoing. Julia spoke with Gail Berman, producer of Oscar nominated “Elvis” along with Jackie Brenneman from The Cinema Foundation and Matthew Belloni from Puck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 10, 2023•35 min
A run at Silicon Valley Bank, a failure and the regulators take over. Inside the fallout of a major bank seizing up, and how it will ripple through the market, through tech, through the investment landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 10, 2023•9 min
Mark Zuckerberg has promised this is the “year of efficiency” – out is the metaverse, in are cost cuts, focus, discipline. But one noted tech investor says it’s about more than just righting the cost structure of the business and cutting some payroll – it’s about repositioning the company to take advantage of the next great wave of computing. Couldn’t do this and not mention A.I. once. Can Zuckerberg turn around this ship, and what his relationship with Wall Street can tell us. Hosted by Simplec...
Mar 10, 2023•9 min
CNBC TechCheck Anchor Deirdre Bosa talks with Elliott Robinson of Bessemer Venture Partners about the current market outlook amid rising interest rates and macroeconomic concerns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 09, 2023•10 min
Tough morning if your company name begins with S-I-L. Tough morning if you’re a California-based bank. Tough morning if you’re a bank that dove into tech. Deirdre reports, tying together the drama at Silvergate and Silicon Valley Bank, crypto and the startup/private tech company ecosystem. And why might Uber spin out its freight business, and more importantly, why now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ...
Mar 09, 2023•6 min
"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, based off the reported deal that Silverlake is trying to make for Qualtrics. But could others be coming, and at what prices? Also some quick analysis from Orlando Bravo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Mar 08, 2023•4 min
Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding moment for Zuckerberg akin to Jobs coming back to Apple and realizing the complex management blob had undermined talent, velocity and invention.” And SONOS – out with a new high-end connected speaker today. Why did it price it here in this economic environment? We talked to CEO Patrick Spence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...
Mar 07, 2023•5 min
Elon Musk is reportedly looking to cut his AWS bill, and it’s highlighting a major theme in software right now: how consumption-based fee models are affecting enterprise cloud companies. If you only pay for what you use, and you use less… you’re going to pay less, and what does that do for Amazon, Microsoft, Google’s growth rates. PLUS – reports that an ARM IPO is coming to the US. A major exit for Softbank and Masa Son and a major loss for the London Stock Exchange. LISTEN UP. Hosted by Simplec...
Mar 06, 2023•8 min
Semiconductor stocks have outperformed this year – why, why now and what it has to do with AI and ChatGPT. Amazon pausing further construction on its HQ2 in Virginia. PLUS – MORE crypto fallout, this time in the banking world and its hitting a publicly traded stock Silvergate Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 03, 2023•8 min
In the first installment of TechCheck Weekly, Deirdre Bosa looks at the next stage in the AI arms race: the hype wars -- whose announcements are real, which companies are best positioned and why it matters for investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 03, 2023•7 min
Salesforce was strong, but Snowflake and Box forecasts have the street worried. Plus – speaking of growth, Rivian’s cash burn has us thinking about the biggest burners of all time – think Uber and Netflix and Tesla. Where burn stops burning from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 02, 2023•6 min
Salesforce reported strong numbers, but it’s under pressure from a number of activist investors pushing for margin growth. And the IPO market has been frozen shut. Could Instacart warm it up? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 01, 2023•6 min
What would a TikTok ban mean for American tech companies amid a wider U.S. / China decoupling in tech, and Deirdre runs through all the companies trying to make an AI announcement – what’s real and what’s flextape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 28, 2023•7 min
CNBC’s Julia Boorstin spoke with Sarah Kunst of Cleo Capital about a new report in partnership with Harvard Business School that examines U.S. venture assets under management. The report shows that just 1% of venture capital in 2020 was managed by black investors. The two break down the report and talk about solutions to the industry’s diversity problem. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for adverti...
Feb 28, 2023•15 min
Deirdre Bosa debuts the new TechCheck format – the stories investors need to know within tech. The gang starts with a discussion of unprofitable, high-beta tech stocks, with Zoom earnings coming after the bell and a lot more software names this week. The Nasdaq 100 is coming off its worst week of the year, with unprofitable names underperforming and “quality” names holding up the best. A bright spot though? Nvidia. We look at the opportunity for Nvidia in ChatGPT, AI products, and the demand the...
Feb 27, 2023•5 min
Our anchors begin today’s show with CNBC’s Steve Liesman breaking down the Fed’s messaging around rate hikes, and CNBC’s Kate Rooney looks at the risk-on rally driving Bitcoin higher. Then, CNBC’s Mike Santoli looks at short sellers closing out their tech bets, and our Deirdre Bosa shares highlights from her post-earnings interview with DoorDash CEO Tony Xu. Next, our Julia Boorstin reports on the continued weakness in the ad market, and Procore CEO Tooey Courtemanche discusses the construction ...
Feb 17, 2023•47 min
CNBC’s Julia Boorstin sits down with SNAP CEO Evan Siegel to discuss the increase in active users and the company’s roadmap for how it will exceed 1 billion users. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 17, 2023•8 min
Our anchors begin today’s show with CNBC’s Steve Liesman reporting on New York Fed data showing an increase in household debt, and CNBC’s Kristina Partsinevelos covers a few companies that could become profitable sooner than expected. Then, Twilio Co-Founder and CEO Jeff Lawson breaks down the enterprise software firm’s earnings sending shares higher, and our Julia Boorstin looks at quarterly results from Roku and Paramount. Next, Synopsys CEO Aart de Geus breaks down the chip designer’s latest ...
Feb 16, 2023•44 min
As AI hype hits a fever pitch, CNBC's Brandon Gomez and Fahiemah Al-Ali kick off a conversation around the widespread interest in the technology with Paper co-founder and CEO Philip Cutler and 'Not a Bot' and 'AI for Anyone' founder Haroon Choudery. They discussed why tools like ChatGPT have captured the attention of mainstream audiences and how Big Tech is responding with new products, including Microsoft’s integration of ChatGPT into their 'Bing' search engine and Google’s competitor 'Bard.' P...
Feb 15, 2023•32 min
Our anchors begin today’s show with Satori Fund Founder Dan Niles discussing whether to trust tech stocks rallying in 2023, and Akamai CEO Tom Leighton joins on the cybersecurity and cloud company’s latest earnings. Then, our Julia Boorstin previews streaming platform Roku’s results after the bell, and Canvas Ventures General Partner Mike Ghaffary weighs in on Airbnb’s valuation and performance in Q4. Later, CNBC’s Hugh Son reports on Goldman Sachs scrapping plans for a direct-to-consumer credit...
Feb 15, 2023•43 min
CNBC's Julia Boorstin chats with CookUnity co-founder and CEO Mateo Marietti on creating the first chef-to-consumer marketplace in food delivery, closing the chef distribution gap, the company's ambitious expansion plans, and Marietti's mission to become the 'Spotify' of food delivery. They also discussed the platform's "digital-first business," and how CookUnity is working with farmers to create a sustainable model while providing critical tech layer infrastructure for both the consumer app and...
Feb 14, 2023•15 min
Our anchors begin today’s show with CNBC’s Steve Liesman and Mike Santoli breaking down January’s hotter-than-expected inflation data, and CNBC’s Kristina Partsinevelos reports on Citadel Securities disclosing a stake in crypto bank Silvergate Capital. Next, GlobalFoundries CEO Thomas Caulfield discusses the chipmaker’s Q4 earnings beat, and RSE Ventures Co-Founder and CEO Matt Higgins offers his outlook for the state of venture capital. Later, IAC CEO Joey Levin weighs in on the company’s lates...
Feb 14, 2023•44 min
