The fight between OpenAI and Elon Musk has entered a new round. After Musk filed suit against the startup accusing it of prioritizing profits, OpenAI has fired back with a trove of new bombshell emails that puts Musk back in the hot seat. Plus, CNBC talked to a Microsoft engineer that is now raising the red flag about its flagship AI profit CoPilot, warning of sexual and violent content. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Mar 06, 2024•7 min
Instead of a comeback, Google’s Gemini AI chatbot and image generator have gone viral for all the wrong reasons – producing inaccurate and offensive responses. The missteps have put Google back on the defensive in the AI race. But the bigger question around Gemini’s roll out is whether it underscores a painful but new corporate reality for Alphabet and CEO Sundar Pichai. Is Google’s culture sabotaging its AI efforts? We discuss both sides after a week where other mega-caps are making strides in ...
Mar 01, 2024•13 min
The fallout for Alphabet – the stock is now negative for the year as more controversies mount around its AI model Gemini rollout. Some are now calling for a change in leadership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 27, 2024•22 min
Of course he does! Reddit filed (finally) for its IPO. What it – and the money behind it – say about the state of tech right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 23, 2024•18 min
Artificial intelligence only entered the mainstream a year ago. But already, two titans of the industry are prophesying trillions of dollars in opportunity. Nvidia chief Jensen Huang is predicting an additional $1 trillion in data centers in the next few years, while OpenAI’s Sam Altman’s chip dream is closer to $7 trillion. This week on Tech Check, we take a deep dive into their trillion-dollar AI visions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our c...
Feb 23, 2024•14 min
Bankrupt cryptocurrency exchange FTX has filed a legal motion that would allow the company to sell its nearly 8% stake in one of the buzziest and highly-valued AI startups. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 22, 2024•3 min
When tech stocks fell this week, retail investors came in buying. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 15, 2024•3 min
Is AI hype outpacing reality… A few signs that perhaps this story will not be as simple as buying the early AI winners like Microsoft, Alphabet, Meta and Nvidia… especially as it plays out in the stock market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 14, 2024•13 min
Jeff Bezos selling Amazon stock for the first time in more than two years. Mark Zuckerberg selling some Meta shares. Today – what insider sales RIGHT NOW could mean for tech at large. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 12, 2024•12 min
OpenAI CEO Sam Altman -- now turning his attention to chips… Reportedly looking to raise up to seven trillion dollars for a new semiconductor venture or partnership. This is a question we find ourselves asking a lot – how real is that? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 09, 2024•12 min
Google's Bard is now Gemini… What a rename and a rebrand mean for Google’s fight for AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 08, 2024•11 min
What happened to the Chinese stock market? Alibaba stock price is in a tailspin. The problems are fundamental. The big question – is this an Alibaba problem, or is it a broader proxy for the way China is uninvestable right now? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 07, 2024•13 min
Adam Neumann -- the founder of WeWork ousted from the company in 2019 -- is now trying to buy it back out of bankruptcy. Just how real is that? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 06, 2024•13 min
Chips… versus the rest of the market. Semiconductors are THE trade of 2024 (Nvidia up 42% YTD btw)… So why aren’t they beating the expectations? Today, truth and fundamentals within tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 05, 2024•8 min
A big week of tech earnings, and all in all, business remains good. Profitability is increasing. And these giant tech companies – META front and center today, they’re returning a lot of cash to shareholders. Could this be a sign of more to come? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 02, 2024•13 min
It’s a two-track IPO market. Why the weakest are going public as the strong stay private. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 01, 2024•16 min
Cracks in Google’s dominance… that’s been the fear since ChatGPT stole Google’s mainstream AI moment, and last night, the search giant gave investors reason to worry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 31, 2024•4 min
The six biggest tech stocks are set to grow earnings 54% when they report numbers – Apple, Microsoft, Alphabet, Nvidia, Meta, Amazon. The rest of the S&P 500? The other 494 mature, solid U.S. companies? Their blended average growth is looking like NEGATIVE 10.4%. Today – that divide, this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 30, 2024•15 min
Big tech earnings this week – we’ll tackle Alphabet. The big focus for 2024: can it prove itself as an AI leader… or is its golden goose, advertising, at risk of disruption? Today: looking for the next great alternative. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 29, 2024•12 min
Two tech titans are now duking it out in the headset wars. Apple's Vision Pro and Meta's Quests offer different price points, different specs, and most importantly, different visions of the future of virtual reality. And both have big hurdles to clear. This week on TechCheck, why the headset battle is Apple's to lose. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jan 26, 2024•9 min
Elon Musk. Bret Taylor. Sam Altman… The biggest names in tech, in Silicon Valley, are looking to raise huge sums of money, billions of dollars, to fund the next era of startups. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 26, 2024•18 min
The brutal year for tech workers continues… More layoffs, this time at Microsoft’s gaming unit. But what about startups? Will they face a mass extinction event this year Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 25, 2024•17 min
Blockbuster earnings for Netflix… Today, what can the numbers tell us about the tech earnings yet to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 24, 2024•14 min
More layoffs at Google – this time within X, its innovation lab responsible for moonshot projects. Today – what’s inside Google’s moonshot factory; what might actually become a business; and why it’s important for Google and Wall Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 23, 2024•15 min
One veteran Wall Street strategist is making a BULLISH comparison to 1999 – saying the market could be set for a tech-led party. Why there’s still room to run for some key valuation metrics if you’re making a direct contrast from to the bubble of the late 90s to today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 22, 2024•14 min
One week on from Bitcoin's momentous Wall Street moment, the results are underwhelming. The price of #Bitcoin has fallen to its lowest level since the SEC approval, underperformed gold, bonds and global equities this year, and inflows have also fallen short of estimates. Plus, semiconductor stocks help lead the Nasdaq 100 to an all-time high. But amid this tech optimism, tech firms are making cuts as they prioritize the shift to AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com f...
Jan 19, 2024•5 min
Bitcoin has officially arrived on Wall Street. The SEC’s approval of 11 spot bitcoin ETFs now gives the cryptocurrency legitimacy, accessibility, mainstream reach and Wall Street acceptance. But Bitcoin was supposed to be so much more – a revolution, bypassing the traditional financial system with a democratic, decentralized, peer-to-peer electronic cash system for unbanked populations. But Wall Street did what Wall Street does best. This week on TechCheck, how Bitcoin lost by winning. Hosted by...
Jan 19, 2024•10 min
More layoffs at Google. CEO Sundar Pichai warns that more cuts are coming as the company gears up for its AI goals… Plus why some private companies are acting like public companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 18, 2024•15 min
One of the most anticipated IPOs of the year risks not happening at all… Plus what is an AI phone? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 17, 2024•17 min
After a stumble to start 2024, there’s been a rotation to quality. The biggest tech stocks have continued their dominance… So what are the major roadblocks to that story this year? It comes back to Europe. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 16, 2024•13 min
