

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

Feb 3, 2025 • 6min
Sam Altman’s post-DeepSeek mea culpa, Plus Ontario axes Starlink deal 2/3/25
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.

Jan 31, 2025 • 11min
Big Tech rushes to adopt DeepSeek 01/31/25
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.

Jan 29, 2025 • 7min
How DeepSeek kicked off a new AI race 1/29/25
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.

Jan 28, 2025 • 14min
Aaron Levie on the AI paradigm shift after DeepSeek, plus Kyle Bass sounds off on the China threat 1/28/25
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.

Jan 27, 2025 • 18min
How China’s DeepSeek upended the AI landscape 1/27/25
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.

Jan 27, 2025 • 40min
TechCheck Takes: Why China’s DeepSeek is putting America’s AI lead in jeopardy 1/27/25
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 23, 2025 • 7min
TechCheck+ Databricks CEO Ali Ghodsi 1/23/25
Ali Ghodsi, Databricks CEO, joins Deirdre Bosa to discuss Databricks recent investment from Meta, and much more.

Jan 23, 2025 • 3min
Tech CEOs sound alarm on Chinese AI breakthroughs 1/23/25
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.

Jan 21, 2025 • 7min
Trump revokes Biden’s AI safety order as Chinese competition grows 1/21/25
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.

Jan 17, 2025 • 15min
Behind the scenes at a quantum lab, SandboxAQ CEO on outlook, plus the U.S. TikTok alternatives users are flocking to 1/17/25
Behind the scenes at a quantum lab, SandboxAQ CEO on outlook, plus the U.S. TikTok alternatives users are flocking toDescription: 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, Americans are flocking to other, U.S.-based alternative apps that are quickly climbing the charts.