Our anchors start today’s show with Kindred Ventures Managing Partner Kanyi Maqubela offering his perspective on the tech sector and Elon Musk deciding against joining Twitter’s board of directors. Then, Evercore ISI analyst Kirk Materne shares his bullish outlook for Microsoft, and Wall Street Journal markets reporter Gunjan Banerji discusses investor confusion surrounding the current market volatility. Next, CNBC’s Steve Kovach reports on Apple CEO Tim Cook’s comments at the IAPP Global Privac...
Apr 12, 2022•41 min
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel looking at Elon Musk no longer joining Twitter’s board of directors, and Wedbush analyst Matt Bryson weighs in on the underperformance of select chip stocks. Then, CNBC’s Frank Holland reports on cloud names declining amid pressure from geopolitical tensions and rate hike fears, and low-code software maker Appian Founder and CEO Matt Calkins offers his perspective on investor interest in the space. Later, actor, producer and e...
Apr 11, 2022•43 min
Our anchors start today’s show with CNBC’s Kristina Partsinevelos recapping the Nasdaq’s decline over the past week, and Former VMware COO Sanjay Poonen analyzes whether the tech rally has come to an end. Then, CNBC’s Morgan Brennan reports live as Axiom Space launches the first fully commercial private flight to the International Space Station, and Big Technology newsletter author Alex Kantrowitz breaks down Elon Musk opening Tesla’s newest factory in Texas, joining Twitter’s board and more. Ne...
Apr 08, 2022•44 min
TechCheck’s Deirdre Bosa spoke with Binance CEO Changpeng Zhao, as the company’s U.S. affiliate raises its first round of funding at a $4.5 billion valuation. They discussed crypto prices and the current regulatory environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 07, 2022•31 min
Our anchors begin today’s show breaking down Berkshire Hathaway becoming HP’s largest shareholder with CNBC’s Mike Santoli, and Satori Fund Founder Dan Niles looks at tech investment opportunities in today’s market. Then, Thoma Bravo Co-Founder Orlando Bravo discusses the private equity firm’s latest ventures, his thoughts on the future of Bitcoin and more. Next, Former Reddit CEO Ellen Pao offers her insight on Twitter’s content moderation in light of Elon Musk joining the social media platform...
Apr 07, 2022•43 min
Our anchors start today’s show breaking down the pause in the tech stock rally with CNBC’s Mike Santoli, and Plexo Capital Founding Managing Partner Lo Toney joins to discuss his bull case for Adobe and Alphabet. Next, our Jon Fortt shares sound from his interview with Atlassian Co-Founder and Co-CEO Scott Farquhar ahead of the software company’s Team 22 conference, and CNBC’s Kate Rooney reports on Miami’s emergence as a hub for crypto investors. Then, CNBC’s Kristina Partsinevelos highlights t...
Apr 06, 2022•44 min
TechCheck’s Deirdre Bosa spoke with Matt Ballensweig, Genesis Trading’s co-head of trading and lending, on the recent interest in short positions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 05, 2022•27 min
Our anchors begin today’s show with Craft Ventures General Partner David Sacks discussing Twitter appointing Elon Musk to its board of directors and opportunities in the fintech space. Then, CNBC’s Kristina Partsinevelos reports on chipmaker Analog Devices’ investor day, and Citi Senior Tech Analyst Jim Suva weighs in on tech hardware providers and concerns over softening demand affecting investors. Next, our Julia Boorstin sits down with WarnerMedia CEO Jason Kilar for an exclusive interview on...
Apr 05, 2022•45 min
TechCheck producer Brandon Gomez spoke with LAT VC (L’ATTITUDE Ventures) partner Laura Moreno Lucas about Latino representation in venture capital and her work to change the investment landscape for Latinos. They also discussed the 2022 IPO drought. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 04, 2022•19 min
Our anchors start today’s show looking at Twitter after Elon Musk became the social media platform’s largest outside shareholder, with insight from Goldman Sachs analyst Eric Sheridan and Verge Editor-in-Chief Nilay Patel. Then, Amazon Labor Union President Chris Smalls joins after successfully leading the first vote for Amazon warehouse workers to unionize in the company’s history, and Stifel analyst Scott Devitt offers his thoughts on how the union vote could affect the e-commerce giant’s bott...
Apr 04, 2022•45 min
We begin today’s show covering President Biden’s remarks on the March jobs report before our anchors bring in CNBC’s Mike Santoli to recap a volatile Q1. Next, MoffettNathanson Senior Managing Director Michael Nathanson discusses his bearish outlook on Disney, and CNBC’s Leslie Picker analyzes the drop-off in IPOs to start the year. Then, Former Andreessen Horowitz Partner Benedict Evans weighs in on tech regulations, and O’Shaughnessy Asset Management Co-CIO Chris Meredith shares insight on how...
Apr 01, 2022•35 min
Our anchors begin today’s show with CNBC’s Eamon Javers reporting on a small business advocacy organization financed by Google and Amazon, and GGV Capital Managing Partner Jeff Richards weighs in on the current market volatility. Next, SentinelOne CEO Tomer Weingarten discusses the findings of new research from the cybersecurity firm alleging vulnerabilities in the Microsoft Azure cloud computing platform. Then, Electric Capital Co-Founder and Managing Partner Avichal Garg shares his insight on ...
Mar 31, 2022•44 min
Our anchors begin today’s show covering chipmaker Micron’s earnings beat with Piper Sandler Senior Research Analyst Harsh Kumar, and CNBC’s Dom Chu looks at Apple aiming for its 12th consecutive day of gains. Then, Bessemer Venture Partners’ Byron Deeter weighs in on the cloud sector, and CNBC’s Robert Frank breaks down how President Biden’s billionaire tax could lead some publicly traded businesses to go private. Next, our Julia Boorstin profiles the Street’s outlook on Disney, and software fir...
Mar 30, 2022•43 min
Our anchors begin today’s show breaking down where to find opportunity in tech stocks with Cambria Investment Management Co-Founder and CIO Meb Faber. Then, our Julia Boorstin covers the Department of Justice endorsing new antitrust legislation targeting big tech firms, and District of Columbia Attorney General Karl Racine discusses his lawsuits against Amazon and Grubhub. Next, our Julia Boorstin returns with the results of a new report detailing growing pressure on Netflix, and Mark Asset Mana...
Mar 29, 2022•43 min
Our anchors begin today’s show with CNBC’s Ylan Mui sharing details from President Biden’s newly released 2023 budget proposal, and Morgan Stanley Head of Global Auto Research Adam Jonas joins for a look at Tesla’s tumultuous start to 2022. Then, Bespoke Investment Group Co-Founder Paul Hickey shares insight on the relationship between rising rates and tech stocks, and our Julia Boorstin discusses Apple becoming the first streaming platform to win ‘Best Picture’ at the Academy Awards. Next, cybe...
Mar 28, 2022•37 min
CNBC’s Carl Quintanilla chats with Beth Schacter – Showrunner and one of the Executive Producers of “Super Pumped: The Battle for Uber” – on his digital series “Binge” for an in-depth conversation about what drew her to the script, how she and the writers approached telling Uber’s story, the star-studded cast of Joseph Gordon Levitt, Uma Thurman, and Kyle Chandler, and what the creators want audiences to walk away with. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for in...
Mar 25, 2022•20 min
Our anchors begin today’s show with Verge Editor-in-Chief Nilay Patel breaking down the impact of new European Union tech regulations on Apple, and Bank of America analyst Wamsi Mohan weighs in on reports that the company is developing a hardware subscription service. Next, Invesco Global Head of ETFs Anna Paglia shares her insight on increased investor interest in semiconductor stocks, and CNBC’s Dom Chu covers a series of growth stocks bouncing back from their lows earlier this month. Then, Ne...
Mar 25, 2022•44 min
Our anchors begin today’s show with CNBC’s Steve Kovach and our Julia Boorstin breaking down the implications of Spotify reaching an agreement with Google for users to pay through either the streaming platform or Google Play Billing. Next, Satori Fund Founder Dan Niles weighs in on the tech bounce, and Morgan Stanley analyst Keith Weiss discusses how to play the ongoing software turnaround. Then, Evercore ISI Director of Internet Research Shweta Khajuria discusses her thoughts on investing in vi...
Mar 24, 2022•44 min
Our anchors start today’s show with CNBC’s Ylan Mui covering the CEOs of semiconductor firms Intel and Micron testifying before Congress, and chipmaker GlobalFoundries CEO Thomas Caulfield weighs in on the sector’s domestic manufacturing push. Then, cybersecurity provider CrowdStrike Co-Founder Dmitri Alperovitch joins after Microsoft and identity management company Okta reported security breaches, and Index Ventures Partner Nina Achadjian offers insight on the state of the IPO market. Later, ou...
Mar 23, 2022•38 min
TechCheck’s Deirdre Bosa spoke with Sequoia Capital partner Shaun Maguire. On the heels of the firm’s crypto-focused fund, they discussed the fund’s strategy, which will invest primarily in liquid tokens, the infrastructure needed for the multi-chain future and Sequoia’s broader crypto portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 22, 2022•28 min
Our anchors begin today’s show with Jacob Asset Management Chairman and CIO Ryan Jacob weighing in on the risks of owning large-cap stocks in the current environment, and our Julia Boorstin reports on Disney outlining plans to address the fallout from its response to Florida’s “Don’t Say Gay” Bill. Next, CNBC’s Kristina Partsinevelos reports on Nvidia ahead of the start of the chipmaker’s Investor Day, and Bernstein Senior Semiconductors Analyst Stacy Rasgon offers additional insight on what to ...
Mar 22, 2022•45 min
TechCheck Producer Brandon Gomez spoke with Alina Vandenberghe, CEO of tech unicorn Chili Piper, about how her company has helped more than 100,000 Ukrainian refugees displaced by the ongoing conflict with Russia. Raj Burman, CEO of Techfugees, a nonprofit focused on empowering displaced persons with tech, also breaks down the role technology plays in aiding communities during times of war and crisis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our...
Mar 21, 2022•22 min
Our anchors start today’s show discussing software valuations with GGV Capital Managing Partner Glenn Solomon, and CNBC’s Diana Olick covers the SEC releasing new proposed rules on climate risk disclosures. Next, our Julia Boorstin reports on Disney planning an event to address Florida’s “Don’t Say Gay” Bill with employees, and Baird analyst Tristan Gerra weighs in on chip stocks. Later, CNBC’s Mike Santoli evaluates the ongoing Nasdaq bounce, and Verizon CEO Hans Vestberg and Live Nation CEO Mi...
Mar 21, 2022•44 min
Our anchors begin today’s show with Crossmark Global Investments CIO Bob Doll discussing whether to trust the ongoing bounce in tech stocks, and CNBC’s Steve Kovach covers the impact of China’s current Covid lockdowns on Apple’s supply chain. Then, Irreverent Labs CEO Rahul Sood weighs in on GameStop’s latest results, and Evercore ISI analyst Amit Daryanani offers guidance on investing in stocks with buybacks and higher dividend yields. Next, CNBC’s Ylan Mui reports on congressional lawmakers in...
Mar 18, 2022•44 min
Our anchors begin today’s show with former Twitter CEO Dick Costolo offering his outlook for the Nasdaq, and Unity CEO John Riccitiello shares insights from the video game software company’s latest industry report. Then, CNBC’s Steve Kovach weighs in on how the Federal Reserve’s plan to hike rates will impact the cash stockpiled by tech firms, and PagerDuty CEO Jennifer Tejada joins following the cloud computing platform’s Q4 results. Later, our Julia Boorstin reports on Netflix testing a new fe...
Mar 17, 2022•44 min
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Mar 16, 2022•44 min
Our anchors begin today’s show with CNBC’s Dom Chu taking a deep dive into the software sell-off, and Wall Street Journal tech columnist Laura Forman discusses her latest piece on companies pivoting their business models. Then, CNBC’s Steve Kovach breaks down a new app store law in South Korea targeting Apple and Google, and CNBC’s Kristina Partsinevelos covers the renewed push for domestic semiconductor manufacturing amid fears of China invading Taiwan. Next, Citi analyst Chris Danely also weig...
Mar 15, 2022•44 min
Our anchors begin today’s show with CNBC’s Dom Chu breaking down the pullback in valuations and the underperformance of the Nasdaq, and CNBC’s Eunice Yoon reports on sweeping Covid lockdowns affecting 51 million people across China. Then, Arjuna Capital Managing Partner Natasha Lamb offers her outlook for Meta and Disney, and our Julia Boorstin covers NFTs and the metaverse in the spotlight at South by Southwest in Texas. Next, our Jon Fortt shares highlights from his conversation with Volkswage...
Mar 14, 2022•44 min
TechCheck’s Deirdre Bosa spoke with Substack CEO and co-founder Chris Best. Earlier this week the newsletter platform unveiled its own iOS app. They’ll discuss the decision to send newsletters from inboxes to a mobile app, as well as its expansion into podcasts and videos. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 11, 2022•18 min
Our anchors start today’s show with CNBC’s Dom Chu covering the ongoing volatility in tech trading, and CNBC’s Phil LeBeau joins to recap electric vehicle maker Rivian’s latest results. Then, CNBC’s Eunice Yoon breaks down the recent sell-off in Chinese tech stocks, and Big Technology newsletter author Alex Kantrowitz evaluates the direct-to-consumer landscape. Next, Founders Fund General Partner Keith Rabois weighs in on the impact of inflation and potential rate hikes on the fintech sector. La...
Mar 11, 2022•43 min
