

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

Jun 18, 2025 • 5min
Countdown to Fed Decision, Sen. Warren on Fed, Iran & More, and AI’s Talent Battle 6/18/25
The podcast dives into the critical implications of the upcoming Federal Reserve interest rate decision. Senator Warren tackles President Trump's remarks on Fed Chair Powell while discussing the Middle East conflict. It also highlights the escalating AI talent wars, featuring OpenAI's Sam Altman accusing Meta of poaching talent with extravagant sign-on bonuses. The tension between high compensation, burnout culture, and sustainable innovation in AI creates a compelling narrative about the future of the tech industry.

6 snips
Jun 17, 2025 • 7min
Microsoft and OpenAI’s slow untangling 6/17/25
The podcast dives into the increasingly tense relationship between OpenAI and Microsoft. Once partners in the AI realm, they are now competing fiercely. Central to the drama is the potential announcement of artificial general intelligence (AGI), which could reshape their dynamics even further. Listeners will discover how their collaboration has unraveled and what it means for the future of AI innovation.

5 snips
Jun 16, 2025 • 5min
Tech’s tightrope in Gulf AI deals 6/16/25
U.S. tech firms are forging deeper ties with Gulf states, investing heavily in AI despite rising geopolitical tensions. The discussion highlights the risks associated with sovereign AI and the motivations driving these investments. There's a critical look at whether this AI boom can coexist with the more stable realm of defense spending, posing questions about the long-term sustainability of such technology amid ongoing unrest.

Jun 13, 2025 • 5min
Scale AI CEO joins Meta 6/13/25
Meta's bold investment in Scale AI for $14.3 billion highlights the fierce competition for AI talent. The departure of CEO Alexandr Wang to Meta signifies the growing importance of leadership in the sector. The discussion dives into financial motivations and regulatory challenges faced by big tech companies. Additionally, it sheds light on AI startups that refuse acquisition offers, showcasing their potential for growth in a rapidly evolving landscape.

Jun 12, 2025 • 6min
Kalshi airs fully AI-generated ad on primetime 6/12/25
AI has gone primetime, with a completely AI-generated ad from the prediction platform Kalshi airing last night during the NBA finals. The company says it was created from idea to live in less than 72 hours and cost them less than $2,000 to make. It shows just how fast AI is moving up the value chain and raises new questions around public trust and AI media consumption. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 10, 2025 • 5min
Meta spends $15B for Scale AI stake 6/10/25
A source confirming to CNBC that Meta is spending $15B to obtain a 49% stake in AI startup Scale AI. We dig into why Meta is going big on the deal, and the flurry of AI valuation headlines making news this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 snips
Jun 9, 2025 • 7min
Apple Researchers' AI Red Flag, Plus OpenAI's Revenue Milestone 6/9/25
Apple's researchers raise alarms about AI reasoning models, revealing that accuracy drops significantly as tasks become more complex. They advocate for a balanced approach to AI development, questioning the industry's focus on scaling. Meanwhile, OpenAI celebrates a major milestone with $10 billion in annual recurring revenue, largely thanks to ChatGPT. The discussion also delves into the company's future ambitions and its current financial standing amidst challenges.

Jun 6, 2025 • 7min
Amazon’s big bet on “Physical AI” 6/6/25
Join Kate Rooney, a CNBC correspondent specializing in technology and business, as she delves into Amazon's transformative journey with AI and robotics. Discover how Morgan Stanley highlights Amazon as an underappreciated Gen AI winner. The conversation reveals the significant savings automation can generate for Amazon's operations, the technological advancements behind these shifts, and the implications for employment in the rapidly evolving e-commerce landscape.

11 snips
Jun 5, 2025 • 20min
TechCheck Takes: Waymo’s co-CEO on 10 million Driverless Rides 6/5/25
Tekedra Mawakana, Co-CEO of Waymo, leads the charge in autonomous rides at Alphabet’s self-driving unit. She reveals that Waymo has achieved a milestone of 10 million driverless rides, showcasing rapid user adoption. The conversation dives into scaling this service with a focus on safety and community engagement. Tekedra discusses partnerships with Hyundai and Toyota, exploring the shift from car ownership to ride-sharing. She emphasizes how crucial consumer trust and regulatory frameworks are for advancing autonomous vehicle technology.

Jun 5, 2025 • 4min
How AI “vibe-hacking” could upend cyber security 6/5/25
Dario Amodei discusses the urgent need for AI regulation amidst growing cyber security threats. He highlights a proposed 10-year ban on state AI laws and the risks of 'Vibe Hacking.' The conversation unveils the political divides over AI governance and the challenges of a lack of federal guidelines. State leaders advocate for uniform regulations while cleverly transitioning into a nod to insurance for small businesses. It’s a dynamic look at the intersection of technology, policy, and the future of security.


