TechCheck

Aaron Levie, CEO of Box, dives into the intense AI talent wars, highlighting OpenAI's strategic rehiring of top researchers. He discusses how AI tools, like Claude Cowork and Replit, are transforming software development. Levie emphasizes that while AI can enhance internal tools, core systems like CRMs and ERPs will remain crucial. He also shares insights on how AI agents could elevate platform value and competitive dynamics, touching on global strategies and the role of open-source in the AI landscape.

Microsoft is unveiling a bold plan to cut electricity costs for consumers using data centers. As U.S. pushback against these centers grows, China is ramping up its AI adoption on a global scale. The report highlights that Chinese open-source models are gaining traction in regions like Russia and Africa. With big tech framing China as a risk, concerns about an energy capacity gap between the U.S. and China are escalating. Meanwhile, U.S. firms are navigating a complex landscape of regulations, seeking federal oversight to boost AI infrastructure.

Deirdre Bosa, a tech correspondent known for her insights on major tech players, discusses Apple’s groundbreaking decision to integrate Google’s Gemini AI into Siri. She explains the implications of this move and how it intensifies competition with ChatGPT. Bosa also analyzes Meta's aggressive infrastructure spending and the strategic hiring of Dina Powell McCormick, emphasizing the challenges this creates amidst its ambitions in AI. Tune in for an enlightening look into the future of tech as Apple and Meta navigate their evolving landscapes.

Google’s Gemini push rolling out on Gmail today with new features that can access user’s entire email history. We dig into what the new tools mean for Gmail users and how they can choose to opt-out. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Deirdre Bosa, a business and technology reporter, dives into the electrifying partnership between Google’s DeepMind and Boston Dynamics, unveiled at CES. She discusses how physical AI is evolving, illustrated by Boston Dynamics’ Atlas robot. Deirdre contrasts U.S. strengths in AI with China's manufacturing prowess, highlights NVIDIA's ambition in robotics training, and examines the impact on Tesla’s autonomy valuation. The conversation wraps up with a debate on the future landscape of autonomous mobility and the competition brewing in the field.

Deirdre Bosa, a tech reporter with insights into market trends and AI phenomena, discusses the resurgence of China's IPO market spurred by AI innovations, like the model maker Mini Max. She highlights how these developments affect U.S.-China tech competition. China's IPOs are surging as startups seek funding earlier, aided by geopolitical shifts and strategic support from Beijing. Deirdre contrasts public valuation in China with U.S. private equity, shedding light on market dynamics and the growing visibility of Chinese tech firms.

Daniela Amodei, President of Anthropic and an AI executive, dives into the company's unique 'more with less' strategy, prioritizing efficiency over massive compute power. She contrasts Anthropic's $100 billion commitments with the spending of competitors like OpenAI. The duo discusses the implications of a potential 2026 IPO and what it means for efficiency versus scale in the AI landscape. Plus, they explore partnerships with major cloud providers and how Anthropic's API-driven growth may redefine success in the industry.

Deirdre Bosa, a tech reporter for CNBC, dives into a fiery debate between AI titans Yann LeCun and Demis Hassabis. The core issue? Whether AI can ever reach human-level intelligence. LeCun dismisses the notion of general intelligence, while Hassabis argues that large models are making strides toward it. Bosa explores the financial implications of their viewpoints—big investments at stake and uncertain market futures as 2026 approaches. The discussion covers scaling laws and the differing needs of AI models, making for a captivating analysis of AI's future.

Deirdre Bosa, a technology and business reporter, provides insights into the recent Waymo robotaxi shutdown during a San Francisco blackout. She explains how multiple failures caused the vehicles to halt, highlighting the differences between Waymo's cautious approach and Tesla's improvisational strategy. Deirdre discusses safety trade-offs, regulatory challenges, and the limits of generalization in autonomous driving. She also contrasts Waymo's driverless fleet with Tesla's, emphasizing the role of human safety drivers in the latter.

Deirdre Bosa, a tech and markets reporter, delves into Google's new initiative aimed at challenging Nvidia's dominance in AI software. She explains how Google is shifting focus from TPUs to software to enhance accessibility. The discussion contrasts Google’s TPU design with Nvidia’s CUDA ecosystem, highlighting the competitive landscape among hyperscalers like Amazon and Meta. Bosa also explores the implications of chip neutrality and the hurdles TPU adoption faces, while speculating on the potential erosion of Nvidia's market advantage.