TechCheck

The DOJ filed a historic 88-page suit against Apple, alleging that the tech giant of running an illegal monopoly. But we point out some more questionable allegations in the lawsuit, including the DOJ’s statements around CarPlay and Apple TV+. Plus, though all its megacap peers are currently facing regulatory investigations, Microsoft has somehow dodged scrutiny. We break down its regulatory playbook and secret to success.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Reddit are soaring after its debut on the NYSE, as investors look to parse out what the company’s AI proposition really is. Artificial intelligence was a big part of Reddit’s pitch to investors, disclosing that it’s expecting to make around $66 million, or around 7% of its revenue, from a data licensing deal with Google to train its large language model on Reddit data. We dig into just how sustainable that is, and whether Reddit can expect to increase licensing as part of its revenue stream mix in the current AI landscape.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck is at Nvidia’s headline developer’s conference, the GTC in San Jose, breaking down the AI ecosystem that CEO Jensen Huang has created. The chip company’s halo effect has reached the public and private markets, with Synopsis, Dell and Cadence higher on the keynote, and a who’s who of generative AI startup darlings speaking at the conference as well, including Anthropic, OpenAI, xAI, Mistral and Cohere.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple is now reportedly in talks with Alphabet to put Google’s Gemini AI model into iPhones. The partnership could shake up postions in the AI race, potentially acting as a strong rebuke to bears who worried that Google's Gemini large language model is falling short of competitor products. It might also cast doubt on Apple's AI strategy and whether it’s able to catch up to rivals.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beijing now seems unlikely to let go of TikTok's secret sauce - it's source code - saying overnight that it would oppose a forced sale. That severely limits the options for parent company Bytedance, and poses a big challenge for any U.S. workers who might try and replicate the algorithm.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Among developers, Meta's latest open-source large language model, the Llama 2, is the hottest thing around. Wall Street also seems to be waking up to the proposition, with the stock far outperforming AI rivals like Google and Microsoft. But calling Meta's AI system "open source" is only part of the story. And the same might also apply to buzzy startups like Mistral and open source’s loudest advocates like Elon Musk. This week on Tech Check, we break down the promise of open source AI vs the myth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A significant amount of U.S. money is invested in TikTok parent company ByteDance, including Carlyle Group, KKR, GGV, Sequoia, Tiger Global and more. Former Treasury Secretary Steve Mnuchin will likely have to go through them in his plans to put together a group to buy TikTok. Plus, Reddit’s IPO roadshow is underway. We break down what industry experts are now saying it could mean for the IPO pipeline.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nvidia halo effect is alive and well. TechCheck spoke to the founder and CEO of Together AI, a newly minted unicorn that helps developers access Nvidia server chips to train their AI models, on how amid the scarcity of GPUs, it's all about making the supply of existing ones more efficient.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Arm are just fractionally higher today as its lockup period expires. That’s the 6-month period after an IPO during which insiders like early investors and employees are restricted from selling shares to prevent volatility. Will they look to sell and lock in gains? Softbank and its CEO Masayoshi Son own a 90% stake and has often drawn down on winners, including by using ownership in Alibaba to pay off debt and repurchase shares. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There's a new, uncomfortable dynamic at OpenAI: a non-profit mission with a corporate profit motive. The recent changes at OpenAI's board underscore that - replacing AI researchers and specialists with business execs familiar with building for-profit companies. Plus, a new bipartisan effort to ban TikTok is gaining momentum in Congress. We dig into former President Trump’s flip-flopping stance on the ban.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.