TechCheck

Amazon is making its long-awaited leap into the Robotaxi race with the launch of its self-driving Zoox vehicles in Las Vegas. We take a look at the new autonomous vehicles and what they mean for the broader Robotaxi rollout in the U.S.

Get ready for a deep dive into Google's impending antitrust battle over its advertising tech. Discover how the company plans to defend its practices while facing the rise of competitors and the impact of AI on advertising. Plus, catch the latest on Apple’s product launch and how it affects stock movements within its ecosystem. The conversation covers the intertwining of regulatory challenges and tech strategies, painting a vivid picture of the current landscape in the world of advertising and technology.

Steve Kobach, a knowledgeable technology reporter, dives into Apple's anticipated iPhone 17 launch. He discusses exciting redesigns after five years and how these changes could create an upgrade frenzy among consumers. Listeners will gain insights into market trends, pricing strategies, and the crucial role design plays in shaping customer desires. This conversation is a must for anyone keen on understanding the future of Apple's flagship device.

Broadcom shares surging 15% today after posting strong earnings and the reveal of a new mystery customer that has secured $10B in new orders. We did into who the customer could be and what it means for the broader AI trade.

Tech titans unite for a White House dinner, showcasing their rising influence in politics. Leaders like Tim Cook and Sundar Pichai discuss the intertwining of Silicon Valley with government policies. The conversation highlights extensive lobbying efforts and the major role tech companies play in shaping AI regulations. As these giants push for favorable policies, the stakes are high for American competitiveness on a global scale, especially against rivals like China. It's a fascinating look at the intersection of technology and power.

Mackenzie Segalos, a Silicon Valley correspondent, discusses the recent antitrust ruling allowing Google to retain its Chrome browser. This decision bolsters Google's market dominance and could spark a wave of acquisitions in the AI sector. Segalos explores how this affects companies like Apple, enhancing their negotiating power and potential partnerships. The conversation delves into the competitive landscape, examining how major players like OpenAI are responding to these changes while focusing on innovation in the rapidly evolving AI market.

The CEO of Nvidia is advocating for 'GPU panda diplomacy' to ensure American AI chips reach China while asserting independence from the Chinese market. Surprisingly, three major clients now make up 56% of Nvidia's accounts receivable, raising concerns about concentration risk. Despite strong financials, there's a noticeable decline in shares reflecting this dependence. Additionally, the discussion touches on the evolving dynamics between hyperscalers and their clients, highlighting the urgent need for diversification as semiconductor demand continues to rise.

Commerce Secretary Lutnick told CNBC yesterday that top pentagon officials are discussing taking stakes in defense contractors like Lockheed Martin as the possibility of nationalization expands beyond Intel. But the resounding sentiment from startups and investors is that this could have disastrous consequences on innovation in the sector. 

Nvidia earnings on deck tomorrow as uncertainty grows over the chipmaker’s future in China. We dig into the latest on Nvidia and to expect in Wednesday’s earnings report. 

Two of Elon Musk’s companies are suing Apple and OpenAI, accusing them of hurting competition in artificial intelligence. Plus, a look at new immersive experiences coming from Netflix on the heels of the success of KPop Demon Hunters.