

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 26, 2025 • 7min
Why AI prices are in a race to the bottom 2/26/25
DeepSeek’s impact being felt as more free AI offerings make their way to consumers, in a battle for users between the biggest AI names. We look at what the trend means as more names enter the crowded chatbot field. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 25, 2025 • 34min
TechCheck Takes: How DeepSeek supercharged AI’s distillation problem 2/25/25
Arvind Jain, the CEO of Glean and a former Google veteran, discusses the transformative power of AI distillation techniques like DeepSeek’s. He highlights how these methods empower smaller teams to build competitive AI models, challenging larger players. Jain delves into the ethical dynamics of AI, touching on allegations against rivals for misusing resources. The conversation also emphasizes the impact of open-source AI on innovation, cost-effectiveness, and the burgeoning potential in the evolving tech landscape.

Feb 25, 2025 • 5min
How stricter chip restrictions could backfire to benefit Huawei 2/25/25
The Trump administration is reportedly considering tightening the restrictions on U.S. chip exports to China even further. But that could end up unintentionally benefiting Huawei. The state-backed chipmaker’s products have been getting better, and additional tariffs out of Washington could push Chinese companies to adopt Huawei’s chips faster. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 21, 2025 • 7min
Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25
U.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may not be the ones building the largest AI models, but those who scale it the most effectively. Plus, Masayoshi Son talks the future of OpenAI, Softbank partnership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 20, 2025 • 5min
Microsoft’s Quantum breakthrough, plus OpenAI touts user growth 2/20/25
Shares of Quantum computing stocks are spiking after Microsoft announced a new Quantum breakthrough yesterday, and Microsoft isn’t the only tech giant betting on the technology. Plus, OpenAI telling CNBC the AI company is saw 400 million weekly active users in February in a major jump since December. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 19, 2025 • 8min
Sequoia backs AI health startup 2/19/25
AI startup OpenEvidence is now raising a fresh round of capital from Sequoia at a $1 Billion valuation. We look at the latest big funding round in AI healthcare and why investors are increasingly drawn towards the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 18, 2025 • 7min
Startup Investing for the Masses, Plus xAI Unveils New AI Model 2/18/25
Silicon Valley startups have generally been off-limits to the public, cutting ordinary investors out of peak value creation. But now, those rules are getting a second look under President Trump’s new SEC. Plus, Elon Musk’s startup xAI is now showing off its new model called Grok 3, and said the deep research tool is outperforming comparable offerings from OpenAI and China’s DeepSeek. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 14, 2025 • 5min
Wall Street cools on AI spending spree 2/14/25
Big Tech expecting to spend as much as $320B in capital expenditures in 2025, as much as 40% higher than even last-year’s stratospheric spend. We look at how investor sentiment is cooling towards the soaring AI investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 13, 2025 • 8min
Musk OpenAI bid, Plus Apple’s Alibaba teamup 2/13/25
Elon Musk adding a new layer to his escalating legal fight with OpenAI and CEO Sam Altman. Plus, Apple is teaming up with Alibaba to bring Apple Intelligence to China as the iPhone maker faces fierce domestic competition. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 11, 2025 • 3min
High-stakes Paris AI summit sees calls for less regulation 2/11/25
Tech executives and world leaders convening in Paris this week to discuss AI, including OpenAI’s Sam Altman, Google CEO Sundar Pichai, French President Emmanual Macron, and Vice President JD Vance. We look at the key takeaways as calls for looser AI regulation grow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.