
TechCheck
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.
Latest episodes

Mar 10, 2025 • 6min
Manus: Overhyped or China’s second DeepSeek moment? 3/10/25
A Chinese startup unveiling a new AI Agent dubbed ‘Manus’ that some are hailing as the country’s next DeepSeek moment. We look into the hype and what it could mean for U.S. tech names already hammered by Monday’s selloff.

Mar 7, 2025 • 7min
Google unveils 'AI mode' in search 3/7/25
Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper in search. We look at what “AI mode’ signals about the efforts to monetize AI search.

Mar 5, 2025 • 7min
Meet Sesame: The Most Human AI Voice assistant Yet 3/5/25
A new AI voice assistant is pushing the frontiers of the technology. We look into startup Sesame and how it could change the race in AI voice.

Mar 3, 2025 • 6min
Tech divided over crypto reserve 3/3/25
President Trump’s announcement of a Strategic Crypto Reserve sparks fierce debate within Silicon Valley. Key figures express concerns over taxpayer funding and question a Bitcoin-only strategy. The podcast dives into the growing tensions in tech around cryptocurrency and its political ties. With the upcoming crypto summit at the White House, strategists consider the implications of these divides on the future of digital currency.

Feb 27, 2025 • 6min
Megacaps enter the Quantum chip race 2/27/25
Amazon is jumping into the Quantum computing race with their first quantum chip ‘ocelot.’ We look at the latest Megacap staking their claim in quantum, and what it means for the future of the evolving technology.

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.

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.

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.

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.