More developments unfolding overnight over OpenAI’s board, with Sam Altman officially back as CEO and Microsoft now securing a non-voting board seat. We spoke to General Mike Rogers, the former NSA director, on the AI debate around pursuing effective altruism or effective acceleration, his thoughts on the 2024 election, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Nov 30, 2023•6 min
Nvidia CEO Jensen Huang is the most in-demand, most popular figure in tech this year. Can he continue his reign into 2024? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 29, 2023•12 min
The owner of e-commerce site Temu, Pinduoduo, posted some very strong quarterly numbers, just as its rival Shein, the Chinese fast fashion company, filed to go public. Today – investing in the future of online shopping, and which winner may take all. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 28, 2023•11 min
Every day is Black Friday at Temu, Shien and TikTok. The rise of Chinese e-commerce players and why investors and retailers like Amazon, Walmart and Target should ignore these platforms at their own peril. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 24, 2023•19 min
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 22, 2023•13 min•Ep. 4
OpenAI’s governance structure: a non-profit board with a mission to benefit humanity, overseeing a for-profit arm backed by Microsoft. Why that’s actually typical Silicon Valley… and how it caused the mess in Silicon Valley. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 21, 2023•17 min
One of the most dramatic stories in technology in years: Sam Altman pushed out as CEO of OpenAI… putting this seismic shift into perspective, for Microsoft, for AI, for all of corporate America. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 20, 2023•20 min
Elon Musk -- under fire after endorsing an antisemitic post on X. The fallout, or lack of it, for one of the richest and most powerful men in the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 17, 2023•14 min
Big tech names like Microsoft, Google and Amazon have poured billions into the biggest names in the AI startup world, effectively replacing what used to be the role of high-profile, highly capitalized tech investors like Tiger Global and Softbank. And in some cases, through exclusive cloud contracts, those investments in startups come right back in the form of cloud revenue. This week on TechCheck, we dig into the megacaps’ mega deals, and how big tech could be using AI investments to bankroll t...
Nov 17, 2023•8 min
Alibaba has scrapped plans to spin off its cloud unit, blaming the U.S. restrictions on chip exports, on a week where all eyes are on China U.S. relations. What’s the real story for $BABA, for chip supply and how it impacts valuations right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 16, 2023•21 min
Today, an opportunity for San Francisco to flex its roots and future as a tech capital. The debate over AI, how it grows, and who should control that process. And Microsoft is developing its own AI chips – why in-house silicon is a trend to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 15, 2023•15 min
Airbnb has made a rare acquisition, its first as a public company and only its third ever, valued at close to $200 million… Why the battle for AI talent has just begun. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 14, 2023•13 min
President Biden set to meet face-to-face with China's President Xi Wednesday. Today on TechCheck, why both sides are hoping to stabilize tensions amid a downward spiral in relations… and why business and tech in particular are the areas to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 13, 2023•14 min
WeWork took us on a wild ride. A real estate company disguised as a tech startup, holding long-term leases and turning them around for short-term rentals. It was always a risky proposition, made more so in an era of low interest rates and a “growth at all costs” mentality. And Adam Neumann’s particular blend of salesmanship, cult personality, and huge risk-taking only added to the fire. WeWork would come crashing down, not once, but twice. Now, some are wondering, does Adam Neumann return, and s...
Nov 10, 2023•10 min
The APEC summit is coming to San Francisco. President Biden and China’s President Xi are set to meet next. Today, how Chinese companies continue to find ways to benefit from American technology and consumers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 10, 2023•14 min
The story of SoftBank -- This quarter should have been Masayoshi Son’s victory lap. But WeWork is back to spoil those plans as losing bets continue to weigh on what has become one of the biggest tech investors in the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 09, 2023•14 min
Amazon is expanding its Prime membership program… and the new perk: access to doctors, primary care physicians, for a fee. Today, a check-up on Amazon’s continued push into health care. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 08, 2023•15 min
Think again! WeWork… didn’t work. It has filed for bankruptcy. The final chapter – chapter 11… or is it? The winners and losers of the WeWork saga, does Adam Neumann return, and who’s left holding the bag. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 07, 2023•21 min
A reason to worry for the biggest tech stocks… Is growth slipping, and are investments in AI just masking the problem. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 06, 2023•20 min
Electric vehicles were supposed to be the wave of the future. Tesla and traditional automakers made big plans to invest in factories, battery manufacturing and the EVs themselves, but that’s all slowing down. This week on TechCheck, we dive into what’s behind the speed bumps. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 03, 2023•9 min
Sam Bankman Fried found guilty on all seven counts. Today – a special look-back at the blockbuster FTX trial from inside the court room… and what it MIGHT mean going forward. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 03, 2023•17 min
China is Apple’s strength and, now, liability. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 02, 2023•10 min
The “Airbnbust”.... that never materialized. How rising rates are actually helping the company’s bottom line. Today on TechCheck, it’s all about interest income. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 01, 2023•10 min
The Spookiest bear cases in tech… From Apple to Amazon to Uber, what are the plausible, but low probability outcomes that could deaden these stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 31, 2023•14 min
The Biden Administration rolled out sweeping rules meant to create guardrails around the nascent AI industry. Is it good for tech or limiting for tech? Nilay Patel, James Pethokoukis and Eamon Javers discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 30, 2023•8 min
Amazon was a bright spot in tech earnings, giving investors what they wanted. But some major questions remain for the quarters ahead – today, the three that amazon needs to answer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 27, 2023•13 min
Apple can thank China for much of its success. In the early days, as Apple was on the brink of bankruptcy, it pivoted its manufacturing to China, capitalizing on a massive low-wage workforce, billions in government stimulus to build out enormous factories, and the loyalty of a rapidly growing middle class. But now, what was once a key to its success has become a liability. In just the past few weeks, it’s seen a tax investigation into its biggest manufacturer, accusations of censorship around Jo...
Oct 27, 2023•12 min
The NASDAQ is slumping… Tech stocks are rolling over… But why? Growth is strong. AI provides a narrative. And the economy isn’t in bad shape. Today: the fundamentals story within tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 26, 2023•9 min
More details emerge around the suspension of Cruise robo-taxis in San Francisco… The battle over autonomous vehicles. And what the latest numbers from Microsoft and Alphabet tell us about Meta and Amazon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 25, 2023•14 min
What’s most important about megacap tech earnings – Microsoft & Alphabet. Plus, a major development in the battle over driverless cars in San Francisco. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 24, 2023•8 min
