TechCheck
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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.
Categories: Technology
Listen to the last episode:
Closing arguments began today in the landmark antitrust case between the DOJ and Google. But what may ultimately matter more than the ruling is the damage already done to Google's market position, especially around generative AI vulnerabilities and progress. The fear is that under the pressure of regulators, Google has been hesitating or second-guessing itself. And the abundance of chatbots now available to consumers also makes the case, while Google’s Search Generative Experience, or SGE, remains in Beta mode.
Previous episodes
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813 - Google’s Next Challenge 5/2/24 Thu, 2 May 2024
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812 - Megacap Capex Soars in AI Ramp Up 4/30/24 Tue, 30 Apr 2024
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811 - Top Morgan Stanley Banker on IPO Pipeline 4/29/24 Mon, 29 Apr 2024
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810 - TechCheck+ The reinvention of Mark Zuckerberg 4/26/24 Fri, 26 Apr 2024
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809 - What Rubrik’s IPO Signals, Plus Where Big Tech is Finding AI Cash 4/26/24 Fri, 26 Apr 2024
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808 - The Battle Over TikTok’s Algorithm 4/24/24 Wed, 24 Apr 2024
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807 - Google Alumni Turn Up the Pressure, Plus Softbank’s Latest AI Push 4/23/24 Tue, 23 Apr 2024
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806 - Big Tech’s Capital Return Opportunity 4/22/24 Mon, 22 Apr 2024
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805 - Google’s Culture Shift 4/19/24 Fri, 19 Apr 2024
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804 - The Power Grid’s AI Problem, Plus Meta and Google take on ChatGPT 4/18/24 Thu, 18 Apr 2024
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803 - Ranking in Silicon Valley 4/17/24 Wed, 17 Apr 2024
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802 - Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24 Tue, 16 Apr 2024
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801 - Apple and Tesla’s Parallels 4/15/24 Mon, 15 Apr 2024
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800 - Box CEO Aaron Levie on AI Regulation, Plus Interest Rates’ Impact on Silicon Valley 4/12/24 Fri, 12 Apr 2024
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799 - Andy Jassy’s Balancing Act 4/11/24 Thu, 11 Apr 2024
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798 - TechCheck+ Flow Co-Founder Adam Neumann 4/11/24 Thu, 11 Apr 2024
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797 - TechCheck+ Google Cloud CEO Thomas Kurian 4/10/24 Wed, 10 Apr 2024
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796 - New Tech Fund for Buzzy Startups, Plus Intel and Google Unveil New Chips 4/9/24 Tue, 9 Apr 2024
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795 - Healthier Capital CEO on Health Care Startups, Plus Taiwan Semi’s CHIPS Act Grant 4/8/24 Mon, 8 Apr 2024
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794 - Samsung’s Big Chip Investment and Robotics Emerge as Big Tech’s Next Battleground 4/5/24 Fri, 5 Apr 2024
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793 - Founders Fund Partner Trae Stephens on Tech and IPOs, Plus Google’s Search Evolution 4/4/24 Thu, 4 Apr 2024
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792 - Steve Cohen’s AI Predictions 4/3/24 Wed, 3 Apr 2024
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791 - Intel’s Foundry Vision, Plus Salesforce’s AI Chief on New Gen-AI Tool 4/2/24 Tue, 2 Apr 2024
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790 - What’s Ahead for Apple after a Tough Quarter 4/1/24 Mon, 1 Apr 2024
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789 - Former Yahoo CEO Marissa Mayer on AI Apps, Plus Finding the AI Underdogs 3/28/24 Thu, 28 Mar 2024
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788 - Return of the Meme Stock? 3/27/24 Wed, 27 Mar 2024
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787 - Neumann’s Bid for WeWork 3/26/24 Tue, 26 Mar 2024
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786 - Big Tech’s New Regulatory Battles 3/25/24 Mon, 25 Mar 2024
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785 - TechCheck+ Apple Succumbs to the AI Pressure 03/22/24 Fri, 22 Mar 2024
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784 - What the DOJ Missed on Apple, and how Microsoft has Dodged Regulators 03/22/24 Fri, 22 Mar 2024
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783 - Reddit’s AI Pitch 3/31/24 Thu, 21 Mar 2024
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782 - Jensen Huang’s Midas Touch 3/19/24 Tue, 19 Mar 2024
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781 - AI Race Leaderboard Reshuffled 3/18/24 Mon, 18 Mar 2024
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780 - Beijing Doubles Down on TikTok Sale Opposition 3/15/24 Fri, 15 Mar 2024
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779 - TechCheck+ Why ‘open’ AI might be more marketing than reality 3/15/24 Fri, 15 Mar 2024
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778 - The U.S. Money Invested in TikTok, Plus Reddit Readies its IPO 3/14/24 Thu, 14 Mar 2024
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777 - Breaking Down the Nvidia Halo Effect 3/13/24 Wed, 13 Mar 2024
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776 - Arm Shares Face Big Test This Week 3/12/24 Tue, 12 Mar 2024
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775 - The Fate of OpenAI’s Nonprofit Mission, Plus TikTok Ban Gains Momentum 3/11/24 Mon, 11 Mar 2024
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774 - One Year After SVB’s Collapse, Silicon Valley Still Searches for a Replacement 3/8/24 Fri, 8 Mar 2024
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773 - OpenAI Fires Back at Elon Musk, Plus Microsoft Engineer Sounds the Alarm 3/6/24 Wed, 6 Mar 2024
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772 - TechCheck+ Google vs Google: The internal struggle holding back its AI 3/1/24 Fri, 1 Mar 2024
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771 - Bull vs. Bear at Google 2/27/24 Tue, 27 Feb 2024
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770 - Sam Altman Owns A Piece of Reddit 2/23/24 Fri, 23 Feb 2024
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769 - TechCheck+ Nvidia, Sam Altman and the trillion-dollar AI dream 2/23/24 Fri, 23 Feb 2024
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768 - FTX Wants to Sell Its Anthropic Stake 2/22/24 Thu, 22 Feb 2024
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767 - Retail Investors Buy The Dip 2/15/24 Thu, 15 Feb 2024
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766 - An AI Love Story 2/14/24 Wed, 14 Feb 2024
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765 - Bezos, Zuckerberg Sell Stock 2/12/24 Mon, 12 Feb 2024
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764 - 7 Trillion Reasons 2/9/24 Fri, 9 Feb 2024