TechCheck

CNBC
undefined
Sep 16, 2025 • 5min

Musk, Altman rivalry escalates with new OpenAI hire 9/16/25

Joining the discussion is Mackenzie Sigalos, a savvy tech reporter who dives into the fierce rivalry between Elon Musk and Sam Altman. They unravel the significance of OpenAI's recent hiring of Mike Liberatore, the former xAI CFO, as a strategic move amid escalating tensions. The conversation explores how this shift could reshape the AI landscape, impacting salaries and talent dynamics. With the stakes so high, the battle for top-tier talent in AI has never been more intense!
undefined
Sep 15, 2025 • 4min

Nvidia caught in U.S., China “Chiplomacy” 9/15/25

Tensions escalate as Chinese regulators accuse Nvidia of breaking antitrust laws tied to its Mellanox acquisition. The discussion highlights the implications for Nvidia's future in China amid rising U.S.-China trade friction. Insights reveal the strategic complexities of tech regulations, geopolitical rivalries, and their impacts on the semiconductor market. The podcast dives into the intricate relationship between chip suppliers and the power struggles that shape modern commerce.
undefined
Sep 12, 2025 • 7min

OpenAI and Microsoft’s uneasy truce 9/12/25

Mackenzie Cagallus, a tech reporter, dives into the transformative deal between OpenAI and Microsoft. She discusses how this agreement could pave the way for OpenAI's for-profit shift, potentially unlocking billions. The conversation also touches on OpenAI's prospects for going public, the impact of legal challenges from figures like Elon Musk, and what this means for talent acquisition and competition in the tech landscape. The partnership's implications for Microsoft Azure and its rivalry with Oracle also take center stage.
undefined
Sep 11, 2025 • 4min

Oracle and OpenAI’s $300B Cloud deal 9/11/25

Oracle's recent $300 billion cloud deal with OpenAI is shaking up the AI funding landscape. Shares surged 35%, reflecting newfound market optimism. Analysts discuss how this partnership could alter the competitive dynamics in tech, especially among Nvidia rivals. The financial implications for Oracle are explored, raising questions about reliance on OpenAI for sustained growth. Venture capitalists share intriguing insights on how this deal may redefine investments in artificial intelligence.
undefined
Sep 10, 2025 • 6min

Amazon launches Zoox Robotaxis in Las Vegas 9/10/25

Amazon is making its long-awaited leap into the Robotaxi race with the launch of its self-driving Zoox vehicles in Las Vegas. We take a look at the new autonomous vehicles and what they mean for the broader Robotaxi rollout in the U.S. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Sep 9, 2025 • 5min

Google's ad tech trial strategy, plus trading the Apple ecosystem 9/9/25

Get ready for a deep dive into Google's impending antitrust battle over its advertising tech. Discover how the company plans to defend its practices while facing the rise of competitors and the impact of AI on advertising. Plus, catch the latest on Apple’s product launch and how it affects stock movements within its ecosystem. The conversation covers the intertwining of regulatory challenges and tech strategies, painting a vivid picture of the current landscape in the world of advertising and technology.
undefined
5 snips
Sep 8, 2025 • 6min

Apple set to unveil iPhone 17 models 9/8/25

Steve Kobach, a knowledgeable technology reporter, dives into Apple's anticipated iPhone 17 launch. He discusses exciting redesigns after five years and how these changes could create an upgrade frenzy among consumers. Listeners will gain insights into market trends, pricing strategies, and the crucial role design plays in shaping customer desires. This conversation is a must for anyone keen on understanding the future of Apple's flagship device.
undefined
Sep 5, 2025 • 4min

Broadcom’s $10B customer 9/5/25

Broadcom shares surging 15% today after posting strong earnings and the reveal of a new mystery customer that has secured $10B in new orders. We did into who the customer could be and what it means for the broader AI trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
7 snips
Sep 4, 2025 • 6min

Top Tech CEO’s meet for White House dinner 9/4/25

Tech titans unite for a White House dinner, showcasing their rising influence in politics. Leaders like Tim Cook and Sundar Pichai discuss the intertwining of Silicon Valley with government policies. The conversation highlights extensive lobbying efforts and the major role tech companies play in shaping AI regulations. As these giants push for favorable policies, the stakes are high for American competitiveness on a global scale, especially against rivals like China. It's a fascinating look at the intersection of technology and power.
undefined
4 snips
Sep 3, 2025 • 9min

What Google’s Antitrust Ruling Means for Tech & the AI Trade 9/3/25

Mackenzie Segalos, a Silicon Valley correspondent, discusses the recent antitrust ruling allowing Google to retain its Chrome browser. This decision bolsters Google's market dominance and could spark a wave of acquisitions in the AI sector. Segalos explores how this affects companies like Apple, enhancing their negotiating power and potential partnerships. The conversation delves into the competitive landscape, examining how major players like OpenAI are responding to these changes while focusing on innovation in the rapidly evolving AI market.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app