TechCheck

OpenAI is now trying to balance the interests of its biggest backers after the AI darling announced their restructuring plan to remain under non-profit control. We look at where that leaves its major investors like Microsoft and Softbank. 

One of AI's emerging superpowers is writing software, as shown by the rapidly climbing valuation of Anysphere, which makes one of the leading tools in the space. But now, we're also seeing big tech jump in, with Microsoft, Google, and Amazon all saying that 30% of their code is being written by AI. We dive into when we'll start seeing evidence of the boom impacting profits.

Apple and Amazon report strong earnings, showcasing their resilience to tariff challenges. Amazon’s CEO highlights skyrocketing AI demand, while Apple shifts some production to India and Vietnam. Despite the optimism, there are concerns about potential macroeconomic uncertainties impacting future quarters. Big tech seems stable now, but caution remains as rising costs and trade tensions could complicate things ahead.

Meta and Microsoft are making waves with strong financial results and aggressive AI spending plans. The discussion highlights the complexities of the AI landscape and investment strategies in a competitive environment. Emerging open-source models are shaking things up, posing challenges for growth amid rising expenditures. It's a deep dive into the evolving AI market and the strategic moves of major players.

Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or business was wrapped around existing AI models. Critics called them as second-rate middlemen, slapping an interface on someone else’s technology while companies like OpenAI, Google, Meta and Anthropic developed their own models. Now, that thesis is changing. Wrappers have changed the way Silicon Valley builds, ushering in the era of vibe-coding.

Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to country-by-country deals. We dig into how AI is getting caught in the crossfire of the trade war. 

Tensions are escalating between the Trump administration and major tech companies like Amazon. The White House's criticism of Amazon’s tariff strategies reveals deeper fractures in their relationship. Tech CEOs are grappling with political pressures, especially with antitrust issues on the horizon. The upcoming earnings reports promise to amplify these challenges, raising stakes for the industry as it navigates a politically charged landscape.

Shares of Nvidia are on a rollercoaster ride as news breaks about Huawei's new AI chip. The discussion dives into the clashing opinions in Silicon Valley about how to approach the U.S.-China tech rivalry, with some advocating for bold innovation while others call for caution. The podcast also dissects the strategies of the U.S. government in managing tech access to China, revealing the adaptability of Chinese firms and their influence on the U.S. market. Expect insights filled with personal anecdotes and a lively debate on the future of AI.

Alphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could most undervalued part of the tech giant.

Alphabet kicks off earnings season for the hyperscalers after the bell today. We dig into what investors are looking for, from ad revenue to color around capital expenditures.