

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

Oct 11, 2024 • 9min
Waymo Pulls Ahead in Robotaxi Race 10/11/24
After Tesla’s Robotaxi day, the focus has been on Uber with shares up 8%. But the biggest winner is with the widest lead is actually Alphabet’s Waymo, already delivering 100k+ driverless rides a week. We spoke to riders in San Francisco and skeptics in New York City on their robotaxi hopes and fears. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 10, 2024 • 6min
OpenAI Report Outlines Dangers of AI-Generated Misinformation 10/10/24
A new report from OpenAI on cyber operations and dangerous actors' use of AI could be a signal that companies are feeling the pressure to take AI-generated misinformation seriously. The 54-page report analyzes more than 20 covert influence operations that used its models to launch deceptive campaigns on social media and other platforms. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 8, 2024 • 8min
Google’s Regulatory Overhangs, Plus Hindenburg Shorts Roblox 10/8/24
Google’s regulatory headaches continue. A judge, yesterday, ordered the Alphabet-subsidiary to open up its Google Play app store as part of the Epic Games antitrust suit, and today it could face potential remedies in the DOJ's search monopoly trial. Plus, shares of the video game platform Roblox are falling today after the short-seller Hindenburg Research announced a short position, claiming that Roblox is lying about the number of people on the platform and failing to protect underage users against predators. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 7, 2024 • 7min
Presidential Election Divides Silicon Valley 10/7/24
The presidential election is continuing to sow divisions in Silicon Valley. Two giants of the tech industry are now coming out on opposite sides, after Ben Horowitz, co-founder of the VC firm Andreessen Horowitz back-pedaled on his support for Trump while Elon Musk hits the campaign trail. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 4, 2024 • 19min
TechCheck+ Scale AI CEO Alexandr Wang 10/4/24
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Oct 3, 2024 • 9min
Google’s Viral Podcast Tool 10/3/24
Google recently released a new AI-generated podcast-making tool called NotebookLM – and it’s gone viral on X and in the tech world. We tested it out using CNBC and Wall Street’s favorite study tool: an analyst note. Powered by Google’s most advanced AI model, Gemini 1.5 Pro, could this be the next killer app for generative AI? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 2, 2024 • 7min
Nvidia Looks to Expand AI Adoption with Accenture Deal 10/2/24
Nvidia and Accenture announced a partnership today, aiming to set the blueprint for how to begin integrating AI into the workplace and drive productivity gains. But it's not the first time Nvidia has signed a deal like this - and investors are still looking for those gains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 30, 2024 • 8min
AI Safety Regulation Bill Blocked 9/30/24
A controversial AI safety bill died on California governor Gavin Newsom’s desk over the weekend -- a sweeping bill would have been one of the first moves toward real oversight of the nation’s dynamic new technology. But is it already too late for regulation to catch up? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 25, 2024 • 6min
Microsoft’s New Antitrust Chapter 9/25/24
Google has filed a complaint in the EU against its rival Microsoft, accusing it of unfairly locking clients into using its cloud product. But the suit could be just the latest in recently renewed scrutiny against Microsoft after enjoying a more under-the-radar status relative to its big tech counterparts for the last two decades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 23, 2024 • 7min
New Threats to Google’s Ad Dominance, Plus Sam Altman’s Growing Empire 9/23/24
In a new threat to Google’s ad dominance, AI search startup Perplexity is in talks with major brands on a new advertising model for sponsored questions. We spoke with the CEO of AI search optimization startup Profound on why it represents a new pillar in marketing: AI visibility. Plus, Sam Altman could be on his way to becoming the biggest power player in Silicon Valley, with new reporting giving a glimpse into the web of tech titans he’s now tied to. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.