The Silicon Insider

Is the AI bubble about to burst? Mike Malone and Scott Budman dive into the market bloodbath triggered by Anthropic's Claude Co-worker and the growing skepticism over Amazon's $200 billion AI bet. Plus, we look ahead to the Super Bowl LXI ad wars as OpenAI, Google, and Amazon compete for dominance in the first "AI Super Bowl.”

Mike Malone and Scott Budman discuss the massive Microsoft stock plunge, Apple's surprising earnings, and the future of AI-powered hardware designed by Jony Ive. They dive into the $5,000 gold boom, the "unreliable" leadership of Mark Zuckerberg, and why Elon Musk is killing off legendary Tesla models to make room for robots. Plus, an inside look at how autonomous driving is winning over critics despite a growing backlash.

Mike Malone and Scott Budman explore the $250 billion semiconductor deal between Taiwan and the U.S. and what it means for the future of AI. They dive into OpenAI's massive expansion across 16 states and debate the controversial California billionaire tax that's driving tech icons out of the state. Is this the end of the Silicon Valley "pipeline," or can the region survive the exodus of its wealthiest founders?

Mike Malone and Scott Budman break down the biggest trends from CES 2026, focusing on the rise of physical AI and Nvidia's massive influence. They explore the latest in robotics, from laundry-folding bots to stair-climbing vacuums, and discuss how drone warfare is accelerating consumer tech. Finally, they honor the legacy of inventor and winemaker Tom Fogarty.

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Michael S. Malone & Scott Budman

Mike Malone and Scott Budman dissect the week's biggest tech and economic stories, starting with a look at the new inflation numbers and what they mean for holiday spending. They discuss the massive crash in Oracle's stock, the growing AI energy crisis, and the Trump family's move into fusion power. Plus, a sobering look at a new report on children using AI for violent roleplay.

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with Elizabeth Holmes' audacious social media campaign for a presidential pardon. They discuss the perplexing stock market rally driven by bad jobs numbers and the high volatility caused by a simple rumor about Microsoft and AI. Plus, Vanguard legitimizes Crypto and Google ruins its news app with absurd AI-generated headlines.

The FTC loses its landmark antitrust case against Meta—what does this mean for Amazon and the rest of the Big Tech companies? We also dive into the AI bubble, analyzing NVIDIA's massive 50% growth and the subsequent profit-taking that rocked the market and crypto. Plus, is Elon Musk right about AI ending work and making money irrelevant, or are current economic realities a more accurate predictor of the future?

Mike Malone and Scott Budman dissect the week's biggest stories, starting with a review of the volatile stock market, driven by record highs and sudden drops ahead of Nvidia's earnings. They discuss why Michael Burry is ringing the warning bell for "market froth" and analyze a worrying 20% jump in foreclosures. Plus, what does the 10% stock drop after Elon Musk's $1 trillion pay deal mean for Tesla's ambitious future?

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the potential impact of the FAA government shutdown on Silicon Valley's supply chain. They cover the news of Google challenging Nvidia's chip dominance with its 7th-gen TPU. The main focus is the staggering $1 trillion pay package approved for Elon Musk by Tesla shareholders, and a look at Microsoft's new AI ethical mandate.

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the staggering news of Nvidia becoming the first $5 trillion company and the rest of the Magnificent 7 reaching new highs. They break down the surprising US-China trade deal and discuss why Meta's spending caused an 11% stock drop. Finally, they cover Amazon's excellent quarter and the accompanying, cold-blooded announcement of 14,000 layoffs.