OpenAI CEO Sam Altman saying in a Reddit AMA Friday that his company has been ‘on the wrong side of history’ on open source AI as DeepSeek continues to roil the race. Plus, Ontario Premier Doug Ford scraps a Starlink deal as Elon Musk’s companies begin to be targeted in retaliation to Trump’s tariffs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Feb 03, 2025•6 min
Chinese startup DeepSeek sparking a sell off this week that sent Nvidia and Microsoft shares slipping downward. We look at how even as the new open-source model poses a threat to big tech, major AI companies are quickly embracing DeepSeek’s reasoning model. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 31, 2025•11 min
Tech stocks mixed today as the AI trade tries to adjust to a new normal post-DeepSeek. We look at why the AI race will never be the same, and why OpenAI is accusing DeepSeek of training off their models. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 29, 2025•7 min
DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says there are very few losers from the breakthrough. Plus, we talk to Kyle Bass about DeepSeek changes the state of the AI arms race between the U.S. and China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jan 28, 2025•14 min
China’s DeepSeek model sent markets reeling Monday as investors digest the impressive performance and reportedly low cost of the advanced large language model. We look at how DeepSeek has skyrocketed to the top of the Apple App store charts, and what consumer adoption of Chinese AI models means for the future. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jan 27, 2025•18 min
An AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more cheaply and with less-powerful chips. DeepSeek unveiled a free, open-source large-language model in late December that it says took only two months and less than $6 million to build. CNBC’s Deirdre Bosa interviews Perplexity CEO Aravind Srinivas and explains why the DeepSeek has raised alarms on whether America’s global lead in AI is shrinking. ...
Jan 27, 2025•40 min
Ali Ghodsi, Databricks CEO, joins Deirdre Bosa to discuss Databricks recent investment from Meta, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 23, 2025•7 min
Chinese internet firm ByteDance unveiling a new top-performing model that escalates the AI competition between China and the U.S. We look at how key American AI leaders at Davos are reacting to the way Chinese AI advances are changing the race. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 23, 2025•3 min
Key guardrails around advanced AI models are now gone after President Trump revoked Biden’s executive order on AI safety. Critics claimed the E-O stifled America’s ability to innovate, and its removal comes at a key inflection point in the AI race between the U.S. and China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 21, 2025•7 min
Behind the scenes at a quantum lab, SandboxAQ CEO on outlook, plus the U.S. TikTok alternatives users are flocking to Description: Quantum computing stocks have had a volatile few months, with investors asking when companies will begin offering commercially viable solutions. We went behind the scenes at a leading quantum lab in Silicon Valley to find out, and talked to the CEO of the startup Sandbox AQ which is at the forefront of quantum development. Plus, as the fate of TikTok hangs in limbo, ...
Jan 17, 2025•15 min
2025 is expected to be the year of the AI Agent and ChatGPT developer OpenAI making the first move. We look at their new ‘Tasks’ feature that OpenAI’s President and Co-Founder calls “Baby Steps” in the direction of the agentic future. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 15, 2025•7 min
A report out today claims China is exploring a sale of TikTok’s U.S. operations to Elon Musk. With just days to go before the ban is set to take effect, we look at how another Chinese app is already rocketing to the top of the charts as TikTok users look for alternatives. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 14, 2025•10 min
Meta CEO Mark Zuckerberg continuing his MAGA makeover in a recent podcast appearance with Joe Rogan where he slammed Apple for a lack of innovation. We dig into how critics are responding to Zuckerberg’s public shift ahead of Trump’s second term. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 13, 2025•6 min
AI chip giant Nvidia coming out hard against newly reported AI chip export limits that the Biden administration is expected to announce. The three-tiered system would put new caps on companies and countries in an effort to maintain U.S. AI dominance. Plus, the fate of the TikTok ban now rests in the hands of the Supreme Court who heard oral arguments today in Washington. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...
Jan 10, 2025•6 min
Just days before the Supreme Court hears the TikTok ban, TikTok Shop rival Whatnot announcing they’ve hit a nearly $5B valuation as part of its latest funding round. Plus, we talk to one Quantum CEO who is pushing back on Jensen Huang’s comments that the technology is still decades away. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 08, 2025•9 min
Mark Zuckerberg and Meta continuing their Trump charm offensive with an announcement today that the social media giant is ending fact checking. As more Silicon Valley leaders make public overtures to Trump, we look at what it could mean for the Tech Giants who haven’t. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 07, 2025•7 min
This weekend OpenAI CEO Sam Altman saying that Artificial General Intelligence – a metric that would mean AI has caught up to human reasoning – is within reach. Plus, we look at viral videos that are raising questions about trust in self-driving technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 06, 2025•9 min
Next week one of the biggest tech events of 2025 kicks off in Las Vegas. The Consumer Electronics Show – better known as CES – showcases some of the biggest names and advances in tech. We dig into what to expect as the focus turns to progress in AI applications, and signs of returns on the massive investments made in the technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jan 03, 2025•7 min
Tesla’s self-driving robotaxi technology may define the company in 2025, but it also puts them in direct competition against rideshare giant Uber. We take a look at the robotaxi battle lines taking shape in 2025 and who could be poised to come out on top. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 02, 2025•8 min
DeepSeek v3 is a new AI model developed by a Chinese lab, built in just 2 months with less-performant GPUs and for a fraction of what it cost Google, OpenAI and Meta to build theirs. It raises questions of America’s place in the AI race and whether shelling out hundreds of millions or even billions into building frontier AI models is still a worthy investment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisi...
Dec 30, 2024•8 min
OpenAI laid out its plan for converting into a for-profit company in a blog post Friday morning. The Generative AI darling says their existing for-profit division will become a public benefit corporation. We dig into what this means for OpenAI’s future and why the move might not be as easy as they hope. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Dec 27, 2024•9 min
Increased competition is already impacting the chips trade, and that’s expected to continue into next year. But the biggest risk could be geopolitical, with Taiwan as the standout headwind for semiconductors in 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 23, 2024•5 min
Micron shares tumbling today on weak guidance, but what the drop doesn’t reflect are signs of strength in the chipmaker’s AI data center business. A sign that AI is moving towards the so-called ‘digestion’ phase. Plus a conversation with Chetan Puttagunta, General partner at VC firm Benchmark about the shifting trend from scaling to innovation in generative AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertis...
Dec 19, 2024•10 min
Mega Caps stocks are popping this month, and the trend is being propelled by more than just traditional trading. We dig into how bullish options activity is driving some of the biggest moves in tech and fueling increased volatility as investors search for more upside. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 18, 2024•5 min
CNBC’s Deirdre Bosa sits down with Databricks CEO Ali Ghodsi to talk its mega funding round, what it means for AI enthusiasm 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.
Dec 18, 2024•5 min
Databricks is announcing an eye-popping $10 billion funding round at a $62 billion dollar valuation, one of the largest in Silicon Valley history. Investors include Thrive Capital and Andreessen Horowitz as Databricks looks well positioned in the next phase of AI generative AI adoption. We look at what the ballooning Silicon Valley funding rounds mean amid Wall Street's IPO drought. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pers...
Dec 17, 2024•5 min
Softbank CEO Masayoshi Son joined President Trump at Mar-a-Lago this morning to announce a $100 billion dollar investment in the U.S. over the next four years. The AI-focused investment comes as Washington’s hunger for the emerging technology grows, and Softbank shows signs of refining their own AI strategy. We dig into what sets this apart from Son’s 2016, $50 billion dollar investment after Trump’s first win. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about o...
Dec 16, 2024•8 min
Tech leaders are previewing their playbook for Trump’s second term. Including trips to Mar-a-Lago, and larger donations to the inaugural fund. So will it translate into warmer relations between Trump's new White House and some of the Silicon Valley leaders he's long railed against? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 13, 2024•7 min
Deirdre Bosa sits down with Cisco CEO Chuck Robbins to talk the outlook for business under a new Trump Presidency and how AI is creating a boom for new digital infrastructure. Plus, the latest developments from the Barclays Global Tech Conference 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.
Dec 12, 2024•8 min
Google is announcing its more powerful Gemini 2.0 model, which will power its AI search tool “Overviews.” It means the company is now getting new capabilities like reasoning into the hands of more than a billion users, in contrast to OpenAI’s 12 days of Ship-Mas, where it released a full version of its model to a far smaller group of users. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Dec 11, 2024•6 min
