

TechCheck
CNBC
Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
Episodes
Mentioned books

Jul 13, 2021 • 43min
Fintech vs. Financials, Exclusive Interview with San Francisco Fed President Mary Daly & Live Outside Elon Musk’s SolarCity Trial
Our anchors start off the morning on the battle between fintech and financials in light of bank earnings this week. The Production Board CEO David Friedberg joins to share his take on digital banking and the future of fintech. Then, CNBC’s Steve Liesman is here to interview San Francisco Fed President Mary Daly on inflation, Fed policy and much more. Later, Washington Post Tech Reporter Will Oremus joins live outside the courtroom where Elon Musk is defending Tesla’s 2016 acquisition of SolarCity. Also, CNBC’s Julia Boorstin is here with the story on the Female Founders Fund closing its third fund at $57 million. We also have CNBC’s Eamon Javers with details on the Biden Administration’s newest cybersecurity team members. Then, Arctic Wolf CEO Brian NeSmith joins to further discuss cyber threats and his cybersecurity company’s latest $150 million funding round. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 12, 2021 • 43min
Big Tech’s Big Boost, Dropbox CEO Drew Houston & Former TikTok CEO Kevin Mayer on China’s Crackdown
Our anchors start off this Monday morning with Plexo Capital’s Lo Toney on the Big Tech bounce back. We also have the details on China’s latest regulatory moves and Disney’s Black Widow film bringing in $60 million over the weekend just on Disney Plus. Then, we have Dropbox Co-Founder and CEO Drew Houston to discuss return to work and how the company’s redesigned offices allow for flexibility. Later, CNBC’s Julia Boorstin joins to interview Former TikTok CEO Kevin Mayer on the recent tech crackdown in China. Mayer, also a Former Disney Senior Executive Vice President, shares his thoughts on Disney Plus and the broader streaming space. Plus, CNBC’s Morgan Brennan has all the details on Sir Richard Branson’s out of this world trip yesterday and the wild moves in Virgin Galactic’s share price. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 9, 2021 • 44min
President Biden’s Executive Order Aimed at Big Tech, Benchmark General Partner Bill Gurley on Instawork’s Latest Funding Round & Exclusive Interview with SiriusXM CEO
CNBC’s Ylan Mui joins our anchors this Friday morning to cover the details of President Biden’s executive order targeting anticompetitive practices in Big Tech among other sectors. Then, Inside.com Founder and CEO Jason Calacanis joins to discuss the impact of this latest antitrust action. Calacanis, an early Robinhood investor, also shares his thoughts on Robinhood’s upcoming IPO. Next, FTC Commissioner Noah Phillips is here to further break down President Biden’s executive order and discuss antitrust regulation at large. Later, Benchmark General Partner and Instawork Investor Bill Gurley is here with Instawork CEO Sumir Meghani to discuss the company’s latest funding round. Gurley also shares his thoughts on the recent crackdown on tech companies in China. Plus, SiriusXM CEO Jennifer Witz joins CNBC’s Julia Boorstin in her first interview since taking the CEO role on January 1st. Then, CNBC’s Kate Rooney covers the performance of meme stocks and crypto, which headed in opposite directions over the past month. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 8, 2021 • 42min
Google’s Antitrust Battle, Breaking News From Instacart & Take-Two CEO Strauss Zelnick on the Gaming Ecosystem
Our anchors start off the morning with the market sell-off and details on Google’s latest antitrust battle. Personal Tech Columnist from the Wall Street Journal Joanna Stern joins to break down the potential impact from this most recent lawsuit against Google. Then, CNBC’s Kate Rooney is here to highlight the impact of China’s tech crackdown on venture capital investors. Founders Fund Partner Keith Rabois joins our anchors to further discuss the implications of China’s latest moves as well as antitrust pressure in the U.S. Plus, CNBC’s Deirdre Bosa breaks news from Instacart- the company naming Facebook’s Fidji Simo as its new CEO. Bosa speaks with both Simo and current Instacart CEO Apoorva Mehta about the transition and the future of the company. Later, Take-Two Interactive CEO Strauss Zelnick joins to discuss the state of the gaming ecosystem. And don’t miss CNBC’s Kristina Partsinevelos with an update on the recent lackluster performance of meme stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 7, 2021 • 44min
Department of Defense Cancels $10 Billion JEDI Contract, Media Moguls Meet in Sun Valley & Exclusive Interview with Substack CEO Chris Best
This morning our anchors dive into the story on the Department of Defense cancelling the JEDI Contract that had pitted Microsoft and Amazon against each other. Then, Microsoft Board Member John Thompson and Rubrik CEO Bipul Sinha join to discuss the rise in ransomware cyberattacks including the latest attack affecting more than 1,000 companies across the globe. Next, we have SV Angel Founder Ron Conway share his thoughts on digital ad versus subscription-based models in online media. Plus, CNBC’s Julia Boorstin is live from Sun Valley with the latest in the media space as media moguls convene for a conference. CNBC’s Dom Chu also joins today to cover the recent performance of work from home names and where they may be headed. Later, Substack Co-Founder and CEO Chris Best joins in an exclusive interview to talk about the company’s business model and competition in the newsletter space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 6, 2021 • 44min
Didi’s Downturn, Cyberattack Hits Over 1,000 Businesses & Alight CEO on Public Debut Today
Our anchors kick off the morning with Didi’s drop lower after China removed the company from its app stores. Early Didi Investor Christian Cadeo joins to further break down the recently public company’s downturn. Then, CNBC’s Eamon Javers is here to cover the latest massive cyberattack hitting more than 1,000 businesses over the weekend. We also have Cambria Investment Management Co-Founder and CIO here to talk all things retail investing and Robinhood ahead of Robinhood’s upcoming IPO. Later, CNBC’s Eunice Yoon joins live from Beijing with more details on Didi and China’s revised rules for listings overseas. Then, Pacaso Co-Founder and Palantir Board Member Spencer Rascoff is here to further discuss regulation in both China and the U.S. Plus, we have the story on Next Door- the social network for neighbors- announcing a deal to go public via SPAC. Later, Alight CEO Stephan Scholl joins our anchors live from the NYSE to speak about his company’s public debut via SPAC today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 2, 2021 • 46min
Special Coverage of Amazon’s Transition - A Founder & CEO Like No Other, What We Learned From Robinhood’s S-1 Filing & Qualcomm’s New CEO Cristiano Amon
Our anchors present a special show today here on TechCheck diving into Amazon and Jeff Bezos’ legacy on his last day as CEO. But first, Margins Editor Ranjan Roy is here to break down what we learned from Robinhood’s S-1 filing. Then, Kleiner Perkins Chairman and Early Amazon Investor John Doerr joins our anchors to speak about the end of the Bezos era and what to expect from Amazon in the coming years as Andy Jassy takes over as CEO. Later, we also hear from Qualcomm’s new CEO Cristiano Amon on where he sees strong opportunity for growth. Then, CNBC’s Mike Santoli joins to break down how Amazon’s stock has traded over the last few years and what we can look forward to. Also, CNBC’s Julia Boorstin covers Amazon’s push into media with notable growth in three key areas. We also have the story on why shares of newly public company Didi are taking a tumble this morning. And later, CNBC’s Robert Frank covers the growth trajectory of Jeff Bezos’ fortune. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jul 1, 2021 • 42min
Second Half Playbook for Tech, Earnings Exclusive with Micron CEO & Astra CEO on Public Debut Today
CNBC’s Josh Lipton joins our anchors this morning from the Nasdaq in Times Square to wrap up tech’s first half of the year. Then, 8VC Founding Partner and Palantir Co-Founder Joe Lonsdale is here to give us his second half playbook. Later, Micron CEO Sanjay Mehrotra joins our anchors in an exclusive interview after the chip company reported an earnings and revenue beat. Also, “Goliath” Author Matt Stoller is here to discuss Amazon’s call for FTC Chair Lina Khan to recuse herself from Amazon-related antitrust cases. Then, CNBC’s Julia Boorstin covers the performance of CNBC’s Disruptor 50 Index and previews upcoming IPOs to watch for. We also have Astra CEO Chris Kemp to speak about the company’s public debut via SPAC today. Plus, we preview tomorrow’s show focusing on Amazon and Bezos’ legacy as he steps down as CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jun 30, 2021 • 42min
Didi to Debut During IPO Rush, Slack CEO on the Future of Work & Facebook Takes on Newsletters
We kick off this morning previewing ride-hailing giant Didi’s upcoming market debut today amid an IPO rush of at least 17 companies going public. Big Ideas Ventures Managing Partner and Early Didi Investor Christian Cadeo joins to further break down the Didi IPO. Then, Slack CEO Stewart Butterfield is here to the discuss new tools the company released. Butterfield also shares his thoughts on the future of work and the hybrid work model. Later, Sequoia Partner Pat Grady is here to speak about the IPO landscape and SPAC slowdown. Also CNBC’s Julia Boorstin has the story on Facebook taking on Substack with its own newsletter feature “Bulletin.” Plus, LegalZoom CEO Dan Wernikoff joins our anchors to discuss the company’s IPO taking place at the Nasdaq today. And don’t miss Google and Microsoft calling off a truce, a double downgrade on Virgin Galactic and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Jun 29, 2021 • 42min
Facebook Joins the $1 Trillion Club, Didi’s Upcoming Market Debut & Former CISA Director on Cybersecurity Concerns
Our anchors kick off this morning with the story on Facebook hitting a $1 trillion market cap after dodging the FTC’s antitrust complaint. We bring in Former Facebook General Counsel and Chief Privacy Officer Chris Kelly to further discuss what the antitrust dismissal means for Facebook and big tech. Then, Former Uber SVP Emil Michael joins to speak about the highly anticipated Didi IPO set for tomorrow. Also, Cathie Wood ramps up her Bitcoin ambitions with an SEC filing for a new Bitcoin ETF. Later, Former Google Executive and Neeva CEO Sridhar Ramaswamy is here to discuss his company’s ad-free search engine, which directly competes with Google. Plus, we have the scoop on Etsy’s latest acquisition driving the stock price up 7 percent yesterday. Also, CNBC’s Leslie Picker joins live from the Aspen Ideas Festival to interview Former CISA Director Chris Krebs on cybersecurity amid an uptick in ransomware attacks this past year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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