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TechCheck episodes

  • GPT-5 spurs enterprise AI battle 8/14/25

    OpenAI’s rollout of GPT-5 came with some bumps for users, but we dig into how the new model could be boosting the company’s enterprise business. 


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    5 min
  • China tech's lock-in to Nvidia chips 8/11/25

    President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We look at why H20s are still considered the industry standard in China, and how competitors are slow to catch up. 


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    8 min
  • Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25

    Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value. 


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    8 min
  • OpenAI launches GPT-5, plus Apple’s diplomat-in-chief 8/7/25

    OpenAI announcing its highly-anticipated ChatGPT-5 model today – hailing it as its fastest and most useful yet. Plus, Apple getting a tariff exemption after CEO Tim Cook pledged another $100B in U.S. investment. 


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    7 min
  • OpenAI eyes $500B valuation deal 8/6/25

    OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any potential deal. 


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    6 min
  • Tim Cook hints at AI acquisitions 8/4/25

    Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around could look like, and how acquisitions could be key. 


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    5 min
  • CEO Tim Cook: Apple "significantly increasing" AI spend 8/1/25

    Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own spending as it looks for an AI turnaround. 


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    5 min
  • Meta eyes AI-powered ad growth 7/29/25

    Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking for as Meta reports earnings after the bell. 


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    7 min
  • Spotify’s AI advertising potential 7/28/25

    Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    4 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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