Elon Musk is emerging as a new wild card for big tech in Trump’s second administration. His empire of companies and ventures compete with megacaps on numerous levels, particularly Google, whose Waymo, Gemini and YouTube frequently go up against Musk’s Tesla, xAI and X. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shares of Alphabet moved higher today despite reports that the Justice Department is planning to force a sale of the Google Chrome browser. It’s part of the government’s efforts to limit Google’s monopoly in search, but could it end up hindering the big tech firm’s position in the AI race too? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A federal framework for regulating self-driving technology instead of state-by-state ones is more likely to benefit the current and arguably underappreciated leader in self-driving cars, Waymo, which has clocked 25 million rider-only miles and is completing more than 150,000 paid rides a week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
One year ago this week we saw the dramatic ousting of OpenAI CEO Sam Altman and reinstatement just days later. Back at the helm, he has reshaped the company in culture, staff and even mission. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shares of Amazon have seen a boost since Donald Trump was elected, but the e-commerce giant has had a tense relationship with the President-elect. Will it fare better during his second time in the White House? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech giants and AI startups have all been working to get their hands on Nvidia’s upcoming Blackwell chips – but it’s the Japanese tech conglomerate Softbank that is set to receive them first. For Nvidia CEO Jensen Huang, it’s a way for Nvidia to diversify away from its large U.S. customers to new opportunities in Japan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Box CEO Aaron Levie joins CNBC’s Deirdre Bosa to discuss why software stocks have been performing so well, how a new Trump term will impact tech regulations, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Traffic to ChatGPT is booming, now ranked the 8th most-visited website worldwide, according to Similarweb. But its incredible rise comes right as concerns in Silicon Valley grow over whether the advancement of AI models is slowing down due to the data wall. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The next phase of AI development involves inference, the stage in which the models that have been trained are applied and generate responses. There, specialized chips developed Amazon and Google are designed to be more cost-effective and efficient than GPUs – and could be an opening for big tech firms to break into Nvidia’s stronghold. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
The incoming Trump administration and Elon Musk’s role in it could be a new catalyst in the equation of how robotaxis will impact ridesharing. Lyft and Uber over the last few months have been on a dealmaking frenzy, most of them centered around autonomous driving. But now that Elon Musk’s influence is growing, that push could become more urgent – and tie-ups could go from partnerships to all-out consolidation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about ou...
The impact of a second Trump administration on the AI trade: less regulation, potentially more volatility, and the China threat could all mean faster, unfettered development of the industry -- plus how Elon Musk's influence on AI policy could boost xAI against startup rivals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The focus for big tech this earnings season has been finding ways to monetize AI – and one use that’s emerged is the military. Shares of Palantir surged after the company cited a boom in demand for its AI software from the U.S. government. And it’s not alone as other AI giants including Meta and OpenAI also look to expand their work with defense agencies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
As users search for election and voting information in new ways, generative AI startups may have the solution -- proving nimbler with less to lose than big tech firms. The startup Perplexity just unveiled a new dedicated election hub, promising answers to questions ranging from polling locations to election results, while for big tech names like Meta and Google, the lessons from 2016 may still be fresh. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our colle...
AI is the next catalyst for growth for the hyperscalers Amazon, Microsoft and Google – but whether it can offset spending is still unsettled. Alphabet’s quarter shows GCP is gaining on the other two, growing at a blowout 35% and changing the cloud landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The market still hasn’t seen any examples of huge success in AI monetization for consumer-facing products, but Apple is differentiated in that its AI is free with a new Iphone or recent product. We dive into whether or not that will work out. Plus, OpenAI is rolling out a search function for ChatGPT, able to provide realtime access to things like sports, weather, and stock data, in a major challenge to Google and startup Perplexity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com f...
Come Election Day, the future of big tech won’t be decided by either presidential candidate. Instead, OpenAI co-founder and CEO Sam Altman has emerged as one of the most powerful people shaping AI policy. He’s put on a masterclass in wooing Washington, learning from Mark Zuckerberg and social media’s missteps on the Hill. And he’s turned OpenAI into a lobbying powerhouse, bringing on staff with deep ties to DC like its head of Global Affairs Chris Lehane. But just like when social media was in i...
Shares of Alphabet jumped after reporting a big Q3 beat, reporting strong growth in cloud, search and YouTube. But one number you might not have seen yet: over 25% of all new code at Google is generated by AI. We dive into what that could mean for big tech earnings ahead and their push to be more efficient. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
A big check on AI demand and spending is coming after the bell when Alphabet and AMD both report third-quarter results. Investors are looking to AMD’s print to see how it’s faring in its uphill climb to compete against Nvidia. Alphabet’s capex spending could also be a bellwether for how the rest of big tech earnings will shape up Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
As power-hungry tech companies work to fuel AI data centers, the race for nuclear energy is on. Amazon led a $500 million investment into X-Energy, which develops small modular reactors. We spoke with CEO Clay Sell on what’s behind the nuclear craze. Plus, AI startup Sierra just raised a new $175 million in capital, quadrupling its valuation from January to $4.5 billion. We sit down with co-founder Bret Taylor on the age of the AI agents. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...
Alphabet -owned Waymo just announcing a new $5.6B funding round led by its parent company with participation from investors including Fidelity, a16z, Silver Lake and Tiger Global. The robotaxi service has seen daily rides grow ten-fold in the past year, to more than 100,000 weekly paid trips. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
As AI becomes more mainstream, the debate on how to regulate it is starting to take center stage. Recently OpenAI hired Chris Lehane as its head of global affairs with the goal of having a say in how these policies and regulations are formed. He sat down with Deirdre Bosa for a wide ranging interview about the company’s goals and why we need to think big and act fast. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal da...
Apple CEO Tim Cook is in China for the second time this year, meeting with officials and pledging increased investment as the iPhone-maker faces growing competition and pressure in the world’s largest smartphone market. Local rival Huawei front ran the latest iPhone announcement and is again ahead of the release of Apple Intelligence by releasing upgrades to its Harmony OS system. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of person...
Would you give AI permission to take over your computer? The startup Anthropic hopes so, unveiling a new "Computer Use" tool that would let its Claude chatbot analyze your computer screen and even act on your behalf, getting control over the cursor, keyboard, browser, calendar and more. It’s the latest move in an escalating battle between megacaps and startups over AI-powered agents, which can help automate tasks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abou...
Google shares fell on news of an AI reorganization, announcing it’s moving the Gemini Apps team under DeepMind and shifting a search and ads executive to a Chief Technologist role. But investors might be missing the bigger picture – instead of viewing it as an example that Google is increasingly willing to sacrifice some of its search advantages for an edge in AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adver...
Shares of Uber and Expedia were on the move today’s session after reports that Uber had explored a takeover bid for Expedia. Plus, Google’s realistic AI-generated podcast tool as gone viral, and the company is now unveiling new features to make the product even more customizable. Google Labs Vice president Josh Woodward joined us for a closer look at the technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adv...
The mad dash to develop and deploy AI chips is intensifying, with Amazon now inking a new deal with the startup Databricks in which it’ll use Amazon’s custom chips to train its AI model. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A big step this weekend for SpaceX's bid to develop reusable rockets, successfully catching a descending rocket booster on the launch pad with mechanical "chopstick" arms. But officials in California are putting up some hurdles to even more expansion for the startup. Plus, as Florida residents recover from Hurricane Milton, one platform they’re turning to for news and updates is Nextdoor. The social media network says activity has shot up 50% in affected areas. We speak to CEO Nirav Tolia on the...
After Tesla’s Robotaxi day, the focus has been on Uber with shares up 8%. But the biggest winner is with the widest lead is actually Alphabet’s Waymo, already delivering 100k+ driverless rides a week. We spoke to riders in San Francisco and skeptics in New York City on their robotaxi hopes and fears. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
A new report from OpenAI on cyber operations and dangerous actors' use of AI could be a signal that companies are feeling the pressure to take AI-generated misinformation seriously. The 54-page report analyzes more than 20 covert influence operations that used its models to launch deceptive campaigns on social media and other platforms. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Google’s regulatory headaches continue. A judge, yesterday, ordered the Alphabet-subsidiary to open up its Google Play app store as part of the Epic Games antitrust suit, and today it could face potential remedies in the DOJ's search monopoly trial. Plus, shares of the video game platform Roblox are falling today after the short-seller Hindenburg Research announced a short position, claiming that Roblox is lying about the number of people on the platform and failing to protect underage users aga...
