The Silicon Insider

The Silicon Insider

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The Silicon Insider episodes

  • OpenAI's $500B Valuation & The Deepfake Tsunami

    Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with OpenAI's massive $500 billion valuation and the controversy surrounding its new Sora 2 video AI, which raises serious deepfake and copyright concerns. They also cover a rush on Tesla sales, Elon Musk's call for a Netflix boycott, Intel's stock surge after a massive government investment, and Netflix's search for a high-paid AI expert.

    29 min
  • Trump's $100K H-1B Visa Fee & The TikTok Oracle Deal

    Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect President Trump's executive order imposing a $100,000 fee for new H-1B visas, sparking debate over whether it benefits large tech companies like Amazon and Meta by locking out smaller competitors. The hosts review the surprising resilience of the US economy, noting the 3.8% GDP growth despite slowing consumer sentiment. A major topic is President Trump's signature on a deal to transfer operational control of TikTok to a consortium of American investors, specifically naming Larry Ellison of Oracle, though the low valuation and China's lack of a signature are questioned. Finally, the hosts cover Amazon's $2.5 billion Prime settlement for alleged consumer deception and discuss a Silicon Valley startup using AI to engineer psychedelics without the hallucinogenic side effects.

    24 min
  • Oracle, Stagflation, and Apple's iPhone 17

    Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From Oracle's record-breaking stock performance and the market's renewed interest in IPOs, to the potential dangers of AI "friends" and a review of the new iPhone 17, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.

    21 min
  • Google's Monopoly & The Future of Privacy

    Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the recent anti-trust decision against Google and the company's fine for privacy invasion, to Amazon's decision to drop its Prime invite program, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.

    25 min
  • The Fed, Canada & AI's Unprofitable Promise

    Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From Intel's strategic position in US chip manufacturing and Nvidia's recent performance, to the AI "arms race" and its potential impact on the job market, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.

    29 min
  • Trump's Intel Deal & The AI Bubble

    Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the surprising deal between the Trump administration and Intel, to the ongoing debate about the AI bubble and Meta's AI scandal, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.

    26 min
  • Crypto is Back & The Future of IPOs

    Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the surprising deal between the Trump administration and companies like Nvidia and AMD, to the resurgence of the crypto market and the ongoing debate about the AI bubble, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.

    Have a great weekend, and don't forget to like and subscribe!

    Michael S. Malone & Scott Budman

    24 min
  • Tariffs, the Fed, & Amazon's Stock Drop

    Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the ongoing US-China tariff situation and its economic impact, to the successful IPO of Figma and the continued growth of mature companies like Amazon and Meta, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.

    21 min
  • Google's AI Success & Intel's Challenges

    Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the latest trade deals impacting the stock market and electronics industry, to the Trump administration's AI initiative and its massive energy needs, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.

    29 min

About The Silicon Insider

From the publisher's feed

Join The Silicon Valley Insider Michael S. Malone and special contributor Scott Budman for a weekly deep dive into the latest in business and tech news.

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