Generative AI has developed so quickly in the past two years, massive breakthroughs seemed more a question of “when” rather than “if.” But in recent weeks, Silicon Valley has become increasingly concerned that advancements are slowing. One early indication is the lack of progress between models released by the biggest players in the space. OpenAI is reportedly facing a significantly smaller increase in quality for its next model GPT-5, while Anthropic has delayed the release of its most powerful...
Dec 11, 2024•13 min
President-elect Trump has selected venture capitalist David Sacks as his pick for White House AI & Crypto Czar, a role that involves two of the most important emerging technologies. It’s also a signal of the growing influence that Silicon Valley is wielding over the new administration, as the impact of tech elites like Elon Musk and Marc Andreessen also expand. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adve...
Dec 06, 2024•13 min
The new frontier emerging in AI is 3D world-generating models, where you input text, an image or a video and generate a modifiable 3D world. Plus, OpenAI launched two new updates today -- a better version of one of its models and a $200 per month pro tier. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 05, 2024•7 min
Spotify is now jumping on the AI hype train, teaming up with Google to use their viral AI podcast tool for the 2024 Wrapped, helping users generate customized content about their listening habits this year. It could be what Google needs to supercharge the feature’s reach with more consumers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 04, 2024•7 min
Shares of Intel are extending yesterday’s drop after popping initially on the news of Pat Gelsinger’s retirement. It could be because investors are digging further into the chip giant’s issues, and finding the challenges run deeper than who’s at the helm – instead reaching the board, which lacks technical expertise more than other semiconductor peers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Dec 03, 2024•6 min
Google’s latest move after losing its antitrust case over search is subpoenaing AI rivals, trying to rebuff the Justice Department’s efforts to force a breakoff of Chrome and more. The strategy involves convincing the court that the emergence of AI-powered search competition needs to be taken into account. Plus, Amazon’s Prime Video will stream the NFL match up on Black Friday, and the game already looks like a success, selling out of ad inventory months earlier than last year. Hosted by Simplec...
Nov 27, 2024•6 min
Nvidia is showing off a new AI audio generator tool they’re calling Fugatto, capable of creating never-before heard sounds through text and audio prompts. While Nvidia says it doesn’t have immediate plans to release the tool, the product is an example of Nvidia’s moonshot projects that has helped cement its dominance through shifting technological trends like gaming and crypto over decades Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use ...
Nov 26, 2024•8 min
Apple CEO Tim Cook is visiting China for at least the third time this year as he looks to shore up relations ahead of a potential trade battle under President-elect Trump. It comes as Chinese tech giant Huawei makes smartphone tech breakthroughs to rival Apple and Google, while America’s chip revival under Intel hits more snags. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Nov 25, 2024•7 min
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.
Nov 20, 2024•6 min
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.
Nov 19, 2024•6 min
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.
Nov 18, 2024•8 min
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.
Nov 15, 2024•5 min
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.
Nov 14, 2024•7 min
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....
Nov 13, 2024•6 min
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.
Nov 12, 2024•7 min
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.
Nov 11, 2024•8 min
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....
Nov 08, 2024•6 min
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...
Nov 07, 2024•7 min
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.
Nov 06, 2024•6 min
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....
Nov 05, 2024•7 min
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...
Nov 04, 2024•6 min
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.
Nov 01, 2024•7 min
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...
Oct 31, 2024•6 min
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...
Oct 31, 2024•13 min
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....
Oct 30, 2024•9 min
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....
Oct 29, 2024•5 min
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...
Oct 28, 2024•11 min
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.
Oct 25, 2024•7 min
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...
Oct 24, 2024•31 min
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...
Oct 23, 2024•8 min
