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
Dec 28, 2023 • 13min
Best Of 2023: Apple In China 12/28/23
Apple's reliance on China as a supply chain and its challenges, including protests, censorship accusations, and concerns about supply chain control. The difficulties Apple faces in diversifying its supply chain. The significance of Luxshare in Apple's manufacturing and design process. The compromises Apple has made in China, including storing user data on state-owned servers and censoring critical apps.
Dec 27, 2023 • 11min
BEST OF 2023: TEMU’S THREAT TO AMAZON 12/27/23
The podcast discusses the rise of the Chinese shopping app Timu and its potential to challenge Amazon's dominance in the US market. It compares Timu's unique features, growth, and discount-driven shopping experience with Amazon's advantages. The podcast also explores the threat to Amazon's advertising business and the success of Timu's parent company, Pin-Duel-Duel.
Dec 26, 2023 • 13min
Apple Watch Import Ban, Intel’s Foundry Business, and OpenAI’s Valuation 12/26/23
Apple has been banned from importing and selling the latest line of Apple Watches in the U.S. due to a patent dispute. Intel is receiving several billion dollars to build a new chip factory. OpenAI is reportedly in talks to raise a fresh round of funding at a valuation of $100 billion or more.
Dec 22, 2023 • 2min
BNLP Bloom 12/22/23
This podcast discusses trends in digital transformation and technology, including Cisco's role in analytics tools, buy now pay later options, and the pros and cons of AI in financial services.
Dec 22, 2023 • 4min
Another Huge AI Raise 12/21/23
Menlo Ventures is leading the funding round for Anthropic, an OpenAI competitor. The podcast discusses the funding and valuations of generative AI startup, Anthropic, and its plan to raise $750 million in a new funding round as a public benefit corporation.
Dec 20, 2023 • 4min
Alibaba's Executive Shuffle 12/20/23
Alibaba reshuffles executives as rivals gain steam. Discussing decline of Alibaba and rise of new players in Chinese tech. Exploring investor sentiment towards Chinese tech companies entering US market and significance of IPOs for private companies.
Dec 19, 2023 • 3min
GOOGLE SETTLES 12/19/23
Discussion on Google's $700M antitrust settlement, alternative payment methods, direct app downloads following loss against Epic Games and ongoing legal cases.
Dec 18, 2023 • 10min
A Figma Of Adobe’s Imagination 12/18/23
Adobe terminating its $20 billion merger with Figma, rethinking major deals in tech. Adobe's ongoing product development, generative AI products, and stock share increase. The rise of web-based design tools, Figma's differentiation, and billion-dollar breakup fee. Failed Adobe-Figma deal implications and regulatory pressure on startups.
Dec 15, 2023 • 9min
TechCheck+ Apple vs. Green Bubbles: the cracks beginning to show in its walled garden 12/15/23
This podcast explores the stigma of blue and green text bubbles, iMessage's lock-in factor, the clash between Apple and Beeper, Apple's potential adoption of RCS, and the impact of Apple's concessions to comply with the European Union's Digital Markets Act.
Dec 15, 2023 • 14min
Ai For Dummies 12/15/23
AI warnings… this time the risk to U.S. financial stability. The downside of relying on just one model, and one startup that is building on several models.
