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TechCheck episodes

  • OpenAI’S Profit VS. OpenAI’s Non-Profit 11/21/23

    OpenAI’s governance structure: a non-profit board with a mission to benefit humanity, overseeing a for-profit arm backed by Microsoft. Why that’s actually typical Silicon Valley… and how it caused the mess in Silicon Valley.


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    17 min
  • OpenAI Shockwaves 11/20/23

    One of the most dramatic stories in technology in years: Sam Altman pushed out as CEO of OpenAI… putting this seismic shift into perspective, for Microsoft, for AI, for all of corporate America.

     


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    21 min
  • Elon Musk – Over The Line? 11/17/23

    Elon Musk -- under fire after endorsing an antisemitic post on X. The fallout, or lack of it, for one of the richest and most powerful men in the world.


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    15 min
  • TechCheck+ Megacaps’ Mega Deals: How big tech could be using AI investments to bankroll themselves 11/17/23

    Big tech names like Microsoft, Google and Amazon have poured billions into the biggest names in the AI startup world, effectively replacing what used to be the role of high-profile, highly capitalized tech investors like Tiger Global and Softbank. And in some cases, through exclusive cloud contracts, those investments in startups come right back in the form of cloud revenue. This week on TechCheck, we dig into the megacaps’ mega deals, and how big tech could be using AI investments to bankroll themselves.


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    8 min
  • Alibaba Cancels Cloud Spin 11/16/23

    Alibaba has scrapped plans to spin off its cloud unit, blaming the U.S. restrictions on chip exports, on a week where all eyes are on China U.S. relations. What’s the real story for $BABA, for chip supply and how it impacts valuations right now.


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    21 min
  • AI: How Much Should it be Regulated 11/15/23

    Today, an opportunity for San Francisco to flex its roots and future as a tech capital. The debate over AI, how it grows, and who should control that process. And Microsoft is developing its own AI chips – why in-house silicon is a trend to watch.


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    16 min
  • Inside An Ai Acquisition 11/14/23

    Airbnb has made a rare acquisition, its first as a public company and only its third ever, valued at close to $200 million… Why the battle for AI talent has just begun.


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    14 min
  • The XI meeting & the companies with the most at stake 11/13/23

    President Biden set to meet face-to-face with China's President Xi Wednesday. Today on TechCheck, why both sides are hoping to stabilize tensions amid a downward spiral in relations… and why business and tech in particular are the areas to watch.


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    14 min
  • TechCheck+ WeWork’s end, Neumann’s return? Who’s left holding the bag, and what comes next 11/10/23

    WeWork took us on a wild ride. A real estate company disguised as a tech startup, holding long-term leases and turning them around for short-term rentals. It was always a risky proposition, made more so in an era of low interest rates and a “growth at all costs” mentality. And Adam Neumann’s particular blend of salesmanship, cult personality, and huge risk-taking only added to the fire. WeWork would come crashing down, not once, but twice. Now, some are wondering, does Adam Neumann return, and should he? This week on Tech Check, we dig into WeWork’s next chapter – who’s left holding the bag after the implosion, and what comes next. 

     


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    10 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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