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TechCheck episodes

  • Tech Bouncing Back, Upfront Ventures Partner Mark Suster on Investment Outlook & TCV Founding General Partner Jay Hoag Talks Netflix
    Our anchors kick off the show from the Code Conference in Los Angeles with reactions to Elon Musk’s comments on crypto yesterday. Then, Plexo Capital Managing Partner Lo Toney joins to cover more the themes from the conference. We also get Toney’s reaction to comments from European Commission Executive VP Margrethe Vestager on regulating Big Tech from her interview with CNBC’s Carl Quintanilla. Next, Upfront Ventures Partner Mark Suster joins our anchors at Code to discuss his investment outlook and which categories he sees opportunity in. Later, TCV Founding General Partner Jay Hoag joins to give his take on the market as well as Netflix and the broader streaming space. Plus, CNBC’s Julia Boorstin brings us her interview with WarnerMedia CEO Jason Kilar where he says he sees Amazon, not Netflix, as their biggest competitor. And later, DocuSign CEO Dan Springer is here to talk future growth of the company, whose stock has tripled in 2020. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Tracking Today’s Sell-Off, Breyer Capital Founder Jim Breyer on the Market & Kara Swisher Live From the Code Conference
    Our anchors kick off the show with today’s market sell-off live from the Code Conference in Los Angeles. Then, Breyer Capital Founder and CEO Jim Breyer joins to give his take on the sell-off, semiconductors, Facebook and much more. Next, we bring in New York Times Contributor and “Sway” podcast host Kara Swisher to break down some of Code’s most notable moments, including comments from Microsoft CEO Satya Nadella and Netflix Co-CEO Ted Sarandos. We also have CNBC’s Josh Lipton for a closer look at what’s moving on the Nasdaq today. Then, we hear from Qualcomm CEO Cristiano Amon, NBA Hall of Famer Earvin “Magic” Johnson and Loop Capital CEO Jim Reynolds as Qualcomm kicks off its third annual Smart Cities Accelerate Event. Plus, CNBC’s Dom Chu joins for more on today’s dive to the downside. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    50 min
  • Instagram Pauses Kids Product, Bank of America’s Take on Netflix & Bolt CEO on Company’s 4-Day Workweek
    Our anchors kick off the morning with Kindred Ventures Co-Founder Kanyi Maqubela on today’s trendiest stories including Instagram putting its kids product on hold and Google Cloud slashing its marketplace fees from 20 percent to just 3 percent. Maqubela also shares his take on Amazon and Square. Then, CNBC’s Leslie Picker is here to cover hedge funds ramping up their stake in private markets. Next, Bank of America Analyst Nat Schindler joins to talk all things Netflix after the company’s first-ever fan event this past weekend. We also cover the return home of Huawei CFO Meng Wanzhou after years of house arrest in Canada. And later, Bolt Founder and CEO Ryan Breslow joins as the company begins experimenting with a 4-day workweek. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • China Cracks Down on Crypto, Deep Dive on Demand for Apple’s iPhone 13 & Previewing Netflix’s ‘Tudum’ Event
    Our anchors kick off this Friday morning on news that the People’s Bank of China declared all crypto related activities illegal. Then, we cover Lina Khan’s recent memo to FTC staffers and commissioners outlining her vision to crack down on Big Tech. Next, CNBC’s Kate Rooney is here with the details on Robinhood’s internal communications showing panic during the GameStop crisis back in January. Also, “Big Technology” Founder Alex Kantrowitz joins on his article where he says Apple’s attempts to kneecap Facebook advertising with its anti-tracking initiative are working. Then, we speak with Cowen’s Krish Sankar on demand for Apple’s new iPhone 13 models, which hit the shelves today. Plus, to celebrate Hispanic Heritage Month, Drift CEO David Cancel joins to speak about his experiences in tech. And later, Evercore ISI Head of Internet Research Mark Mahaney is here to talk Netflix ahead of the company’s first-ever fan event ‘Tudum’ this weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Bank of America’s 14 Moonshot Ideas, NYT Reporter on Delivery Apps Serving “Food and Misery” & Remitly CEO on Public Debut
    Our anchors kick off the show with four trendy names this morning: Apple, Facebook, Microsoft and Roku. Then, Bank of America’s Head of Global Thematic Investing Research Haim Israel joins on 14 moonshot ideas to watch to catch the next Apple or Amazon on its way up. We also have New York Times Tech Reporter Shira Ovide on her latest article where she says apps like Uber, DoorDash and Grubhub “deliver food and misery.” Plus, CNBC’s Yasmin Khorram joins with the details on Elizabeth Holmes’ text messages obtained by CNBC where Holmes calls herself the “best business person of the year.” We also check in on yesterday’s IPOs Toast and Freshworks to see how they closed their first day of trading. And later, Remitly CEO Matt Oppenheimer joins live from the Nasdaq on the fintech company’s public debut. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Facebook Under Fire, Former CBS CEO on SPAC Launch & Freshworks CEO on Public Debut Today
    Our anchors start off with a full feed of Facebook news with the stock down nearly 4 percent this morning. Then, The Margins Founder Ranjan Roy joins to give his take on Chinese tech stocks, including why he’s bullish on JD.com. We also cover the move in Adobe’s stock after its latest earnings report released last night. Next, Former CBS CEO Joe Ianniello joins as he launches his own media and tech focused SPAC today called Argus Capital Corp. Then, CNBC’s Kate Rooney joins to speak with Robinhood’s Chief Product Officer as the company announces new crypto features. We also bring you the details on new product announcements from Microsoft’s ongoing Surface event today. Later, we have Squarespace CEO Anthony Casalena as the company takes on Shopify with a slew of new e-commerce tools. Plus, Freshworks CEO Girish Mathrubootham joins live from the Nasdaq on the company’s public debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Checking in on Semis, Wedbush Securities’ Market Take & CrowdStrike CEO on 10th Anniversary
    Our anchors kick off this morning with CNBC’s Mike Santoli for a check on the semiconductor ETF and the software sector. Then, CNBC’s Kate Rooney is here to cover how Ark Invest’s Cathie Wood is playing the sell-off. Next, Wedbush Securities’ Joel Kulina is here to give his take on the market and share where he sees opportunity. We also cover the pop in Uber today after the company boosted its third-quarter financial outlook. Then, Bernstein Analyst Stacy Rasgon joins for a check on semiconductor stocks- which he says are increasingly becoming an enigma. We also cover the latest in gaming with Netflix releasing its first game… but not Netflix. Later, CrowdStrike CEO George Kurtz joins on the cybersecurity company’s 10th anniversary. We also cover the highlights from iPhone 13 reviews out this morning and Apple’s latest push into health. And later, Revolut CEO Nikolay Storonsky joins as the company announces it will launch commission-free stock trading in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • Tracking Today’s Sell-Off, Exclusive Interview with DoorDash CEO Tony Xu & “The Contrarian” Author on Peter Thiel’s Influence and Power
    Our anchors kick off the morning tracking the markets with CNBC’s Mike Santoli and Fundstrat’s Tom Lee as the September slide intensifies. Next, we hear exclusively from DoorDash Co-Founder and CEO Tony Xu with the company announcing today that users can now buy alcohol directly through the DoorDash app. Later, we check on the markets again with CNBC’s Dom Chu covering the divergences within tech. We also have Northman Trader Founder Sven Henrich to give his take on tech markets amid today’s sell-off. Then, CNBC’s Leslie Picker covers the performance of IPOs this year. We also have CNBC’s Josh Lipton on the biggest movers in the Nasdaq today. Later, “The Contrarian” Author Max Chafkin joins to discuss his new book on Peter Thiel’s influence and Silicon Valley’s pursuit of power. Plus, don’t miss CNBC’s Kate Rooney with a news alert on Coinbase and its crypto lending program. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    43 min
  • FireEye Mandiant CEO on Cybersecurity, Morgan Stanley’s EV Picks & Former Reddit CEO Ellen Pao’s Take on the Holmes Trial
    Our anchors start off this Friday morning with CNBC’s Dom Chu on the tech stocks getting left behind and where you can find opportunity. Then, Morgan Stanley Auto Analyst Adam Jonas joins to give his take on EVs, saying today Tesla is “like the mechanical white rabbit at the dog race.” Next, FireEye Mandiant CEO Kevin Mandia is here to talk all things cybersecurity as the Biden Administration prepares sanctions targeting crypto ransomware payments. And what if TikTok actually got banned and sold its U.S. operations? Tune in for TechCheck’s take. Later, Former Reddit CEO Ellen Pao joins to discuss her op-ed in the New York Times on the Elizabeth Holmes trial, which she says is a wake-up call for sexism in tech. We also cover billionaire investor Mark Cuban’s series of tweets defending moves to regulate crypto. And later, CNBC’s Diana Olick joins with the story on how real estate agents are using artificial intelligence. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min
  • Betting on E-Commerce and Fintech, Interactive Brokers Announces Crypto Trading & ForgeRock CEO on Public Debut
    Our anchors start off the morning on a new report from FTC Chair Lina Khan alleging hundreds of deals by some of tech’s largest companies have gone unchecked. Then, Stifel Analyst Scott Devitt joins as the firm announces its top e-commerce picks. We also have Plexo Capital Managing Partner Lo Toney to give his take on the buy now, pay later trend that is boosting up fintech companies. Then, Interactive Brokers Chairman Thomas Peterffy joins as the company announces the launch of crypto trading. Plus, we have J.P. Morgan Analyst Samik Chatterjee on why he has an overweight rating on Apple despite what he sees as modest upgrades to the new products announced this week. Also, CNBC’s Jennifer Elias is here to discuss her report on Google Cloud’s reorganization of its engineering leadership under Google Cloud CEO Thomas Kurian. And later, ForgeRock CEO Fran Rosch joins live from the New York Stock Exchange on the identity software’s public debut today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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    45 min

About 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…

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