The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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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 darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
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1 TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25 39:25
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LikedEarly in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or business was wrapped around existing AI models. Critics called them as second-rate middlemen, slapping an interface on someone else’s technology while companies like OpenAI, Google, Meta and Anthropic developed their own models. Now, that thesis is changing. Wrappers have changed the way Silicon Valley builds, ushering in the era of vibe-coding.…
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1 AI gets caught in trade war crossfire 04/30/25 7:43
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Play Later Play Later Lists Like LikedShares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to country-by-country deals. We dig into how AI is getting caught in the crossfire of the trade war.
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1 100 days in, cracks showing in Trump, tech relationship 04/29/25 6:33
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Play Later Play Later Lists Like LikedThe White House slamming Amazon today over reports that Amazon was considering showing the added price of tariffs next to products. We dig into how the spat highlights the cracks showing in the relationship between President Trump and big tech.
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Shares of Nvidia sliding today after reports that Chinese rival Huawei is developing a new AI chip. We dig into how the news is adding fuel to the debate in Silicon Valley over the best strategy in the AI arms race against China.
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1 Pichai: Alphabet may offer personal robotaxis 4/25/25 7:17
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Play Later Play Later Lists Like LikedAlphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could most undervalued part of the tech giant.
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Alphabet kicks off earnings season for the hyperscalers after the bell today. We dig into what investors are looking for, from ad revenue to color around capital expenditures.
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Elon Musk reiterating his plan to launch paid, driverless Robotaxis in Austing by the end of June on the Tesla earnings call. We look at Musk’s robotaxi ambitions and why he believes Tesla has an edge on rival Waymo.
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1 DOJ Now Targeting Google’s Future, Not Just Its Past 4/22/25 7:19
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Play Later Play Later Lists Like LikedGoogle back in court today for day two of the search remedies trial, where the DOJ is arguing that AI could help the tech giant expand its search monopoly. We look at how regulators are moving past playing catch-up with big tech, and going on the offense.
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1 Nvidia shares slide report of new Huawei chip, Plus hints of data center pullback 4/21/25 6:09
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Play Later Play Later Lists Like LikedTech stocks continuing their steep decline amid Monday’s selloff, with Nvidia down after reports that Huawei is planning mass shipments of its own AI chip. Plus, we look at reports that Amazon is joining Microsoft in pausing some data center leases, and what it means for the AI trade.
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1 Why Trump’s chip ban could help Chinese Nvidia rival 4/16/25 3:44
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Play Later Play Later Lists Like LikedNvidia shares falling and dragging down the rest of semis after a surprise reveal of a $5.5 billion hit tied to China chip export controls. We look at why the restrictions may be the opening a Chinese rival needs.
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1 Why Trump is backing Nvidia, Plus the tech earnings mirage 04/15/25 7:00
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Play Later Play Later Lists Like LikedPresident Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We look at how Jensen Huang and Mark Zuckerberg offer two very different case studies on how CEOs are gaming out the Trump 2.0 playbook. Plus, with Tariff uncertainty already impacting behavior, could we see an earnings mirage as big tech begins to report next week?…
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As big tech continues to feel the whiplash from Trump’s tariff policy, one pocket of tech has remained insulted. We look at the AI startups that are setting funding records and what they mean for Megacap tech.
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1 Tech CEOs still waiting for return on Trump bet 04/11/25 5:01
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Play Later Play Later Lists Like LikedTech COEs flipped the script for Trump 2.0 and played nice with millions in donations to Trump’s inauguration and visits to Mar-a-Lago. We look at why they are still waiting for a return on their charm offensive.
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1 Big Tech digs in on AI Capex amid tariff whiplash 4/10/25 3:34
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Play Later Play Later Lists Like LikedAmazon CEO Andy Jassy affirming the company will continue it’s AI spend the day after Google CEO Sundar Pichai recommitted Google to $75 Billion in Capex for 2025. We look at what it means amid tariff whiplash and what Amazon’s
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1 TechCheck+ How Google can leverage AI amid tariff turmoil: Google Cloud CEO Thomas Kurian explains 4/9/25 9:14
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Play Later Play Later Lists Like LikedDeirdre Bosa sits down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market.
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1 Google secures $32 billion deal for cybersecurity startup Wiz 3/18/25 7:04
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Play Later Play Later Lists Like LikedGoogle parent Alphabet is sealing a $32 billion deal to acquire the cybersecurity startup Wiz. We dig into the acquisition, which is Alphabet’s largest, and look at why the company is willing to pay a premium— nearly $10 billion more than last summer’s failed bid – to bolster its security technology in the face of advancing AI and cybersecurity threats…
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1 Google expands access to AI image generator 3/17/25 5:12
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Play Later Play Later Lists Like LikedGoogle is now expanding access to its powerful AI image generation model. We look at the buzz, and dig into new developments that show AI giants are moving to practicality over power.
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1 OpenAI calls for U.S. DeepSeek ban, Plus Silicon Valley’s startup showcase 03/14/25 8:58
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Play Later Play Later Lists Like LikedOpen AI is calling on the Trump White House to ban DeepSeek and other ‘PRC-Produced’ AI models. We look at how the Trump administration’s big tech policy could shape the future of American AI. Plus, a look inside Y Combinator’s newest batch of startups.
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Alibaba rolling out an updated version of its AI assistant that could be a boon to Apple’s China business if it rolls out on iPhones later this year. We look at the growing concern over Apple’s stumbles in bringing AI to iPhones.
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1 Google’s “Gemma 3” rollout, Plus FTC delays Amazon trial 3/12/25 6:04
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Play Later Play Later Lists Like LikedGoogle is rolling out its latest open-source model Gemma 3, capable of running on just a single GPU. We dig into the efficiency gains mean for the shifting AI trade. Plus the FTC is asking a federal judge to delay a September trial against Amazon, citing budgeting and staffing shortalls.
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1 Waymo expands into Silicon Valley, Plus OpenAI’s AI agent toolkit 3/11/25 4:56
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Play Later Play Later Lists Like LikedWaymo is coming back to where it all began with a new expansion into Silicon Valley. We look at how the self-driving darling may be overlooked in Google’s valuation. Plus, we look at OpenAI’s new toolkit for developing AI agents.
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1 Manus: Overhyped or China’s second DeepSeek moment? 3/10/25 5:55
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Play Later Play Later Lists Like LikedA Chinese startup unveiling a new AI Agent dubbed ‘Manus’ that some are hailing as the country’s next DeepSeek moment. We look into the hype and what it could mean for U.S. tech names already hammered by Monday’s selloff.
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Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper in search. We look at what “AI mode’ signals about the efforts to monetize AI search.
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1 Meet Sesame: The Most Human AI Voice assistant Yet 3/5/25 6:51
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Play Later Play Later Lists Like LikedA new AI voice assistant is pushing the frontiers of the technology. We look into startup Sesame and how it could change the race in AI voice.
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President Trump announcing a “Strategic Crypto Reserve” over the weekend, drawing quick backlash from some of his biggest supporters in Silicon Valley. We look at how the divide is taking shape and why critics are raising concerns.
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TechCheck
Amazon is jumping into the Quantum computing race with their first quantum chip ‘ocelot.’ We look at the latest Megacap staking their claim in quantum, and what it means for the future of the evolving technology.
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1 Why AI prices are in a race to the bottom 2/26/25 6:49
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Play Later Play Later Lists Like LikedDeepSeek’s impact being felt as more free AI offerings make their way to consumers, in a battle for users between the biggest AI names. We look at what the trend means as more names enter the crowded chatbot field.
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1 TechCheck Takes: How DeepSeek supercharged AI’s distillation problem 2/25/25 33:33
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Play Later Play Later Lists Like LikedSilicon Valley is reckoning with an AI development technique that could upend the leaderboard. Distillation is the idea that a small team can make an advanced AI model by extracting knowledge from a larger one. DeepSeek didn’t invent the method, but its use roiled the markets and woke the AI world up to its potential. It’s now enabling startups to compete at the cutting edge, and is deadly for the biggest AI players’ competitive edges. This video includes an interview with Glean CEO Arvind Jain.…
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1 How stricter chip restrictions could backfire to benefit Huawei 2/25/25 5:27
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Play Later Play Later Lists Like LikedThe Trump administration is reportedly considering tightening the restrictions on U.S. chip exports to China even further. But that could end up unintentionally benefiting Huawei. The state-backed chipmaker’s products have been getting better, and additional tariffs out of Washington could push Chinese companies to adopt Huawei’s chips faster.…
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1 Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25 6:57
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Play Later Play Later Lists Like LikedU.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may not be the ones building the largest AI models, but those who scale it the most effectively. Plus, Masayoshi Son talks the future of OpenAI, Softbank partnership.…
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1 Google's cloud strategy amid tariff turmoil 04/09/25 5:13
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Play Later Play Later Lists Like LikedDeirdre Bosa sat down with Google Cloud CEO Thomas Kurian to talk the announcements coming out of Google Cloud Next, and how the tech giant could leverage AI to navigate tariff uncertainty roiling the market.
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Tech stocks tried to make a comeback Tuesday led by AI names. We look at how Trump’s tariffs could put a dent in plans for AI data center buildout.
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Magnificent 7 stocks down again today as markets reel from President Trump’s tariff announcement. We look at how tariffs could hit the hyperscalers where it counts, threatening to dent multi-billion dollar data center plans.
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1 Magnificent 7 stocks slide as tariffs hammer big tech 5:02
5:02 Play Later Play Later Lists Like Liked5:02
Play Later Play Later Lists Like LikedThe Magnificent seven losing more than $800 billion in Market cap today as President Trump’s tariffs sparked a selloff on wall street. We look at what Megacaps are in the best position to weather the tariff fallout.
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1 TikTok deadline looms as Meta faces key AI test 4/2/25 5:51
5:51 Play Later Play Later Lists Like Liked5:51
Play Later Play Later Lists Like LikedAmazon and AppLovin are just two of the many names reportedly jumping in to try and buy TikTok as the deadline looms. We look at how no matter who buys TikTok, it could have a huge impact for competitor Meta and its AI strategy.
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OpenAI raising a record-setting $40 Billion in its latest funding round, and announcing a new open-weight model in the works. We look at what OpenAI stands to gain from its shift in strategy.
In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, it just might be time for Justice for the Wrappers.
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1 Meta readies for another EU fine, plus Oracle’s role in TikTok’s future 3/28/25 4:28
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Play Later Play Later Lists Like LikedThe European Union is set to fine Meta up to $1 billion for violating the Digital Markets Act, expected to come down before next week. The fines come despite Meta's changes of offering consumers the option of paying for an ad-free subscription or less personalized ads. Plus, Oracle is largely seen as the frontrunner to win the bid for TikTok, since Bytedance already relies heavily on Oracle's Texas servers to store customer data. We look at what's at stake and what an actual deal would look like.…
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1 Robinhood goes from meme stock to maturity 3/27/25 6:46
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Play Later Play Later Lists Like LikedRobinhood made its name as the place to trade meme stocks. Now, it's looking to grow with its customers, launching a suite of new products aimed at the more mature, high net worth investor including wealth management, private banking and a low-cost, actively managed robo-advisor.
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1 Big Tech’s AI Spending Spree & The Rise of Special Purpose Vehicles 3/26/25 6:14
6:14 Play Later Play Later Lists Like Liked6:14
Play Later Play Later Lists Like LikedAfter years on the sidelines, Apple is finally making a move in the data center race, according to Loop Capital. The shift could have implications for AI spending—just as Wall Street grows skeptical—while also reshaping its partnership with OpenAI and serving as a last-ditch effort to revive Siri. Plus, CNBC’s Kate Rooney reports on the rise of special purpose vehicles and private market access for smaller investors.…
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TechCheck
1 Google: practical quantum applications 5 years away 3/25/25 4:24
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Play Later Play Later Lists Like LikedGoogle telling CNBC that practical quantum computing applications could be only 5 years away. We look at what the Quantum breakthrough would mean plus the announcements on Gemini 2.5 and Waymo’s expansion to Washington D.C.
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1 Alphabet’s Wiz deal signals signs of life in M&A 3/24/25 4:30
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Play Later Play Later Lists Like LikedAlphabet’s $32 billion dollar acquisition of cyber security startup Wiz setting records. We look at why it could be a turning point for M&A markets.
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1 The shifting view of so-called AI ‘Wrappers’, Plus Starlink’s India expansion 3/21/25 7:14
7:14 Play Later Play Later Lists Like Liked7:14
Play Later Play Later Lists Like LikedAI search startup Perplexity is in funding talks that would double the company’s valuation to $18 billion. We look at how the focus in AI is shifting from model makers to so-called AI “Wrappers.” Plus, Starlink is expanding into India, but its success lies in the hands of two billionaires.
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TechCheck
1 Apple’s reported AI leadership shakeup and Softbank’s bet on AI infrastructure 3/20/25 6:28
6:28 Play Later Play Later Lists Like Liked6:28
Play Later Play Later Lists Like LikedApple’s reported shakeup among its AI leadership has intensified the spotlight on the ongoing AI talent wars among mega-cap tech companies. And Softbank’s acquisition of Ampere deepens CEO Masayoshi Son’s bet on data centers. It’s a strategic move in one of the hottest battlegrounds in tech: AI infrastructure.…
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TechCheck
Nvidia CEO Jensen Huang unveiled his vision and roadmap to physical AI at the company's GTC event... Describing the robots, self-driving cars, and workplace automation that he suggests might enter our lives sooner than we think. But it's a cut-throat race against China, which has already seen companies release commercialized robots that are more affordable and accessible.…
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…
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BBC Radio 5 live’s award winning gaming podcast, discussing the world of video games and games culture.
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Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
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continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
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continue reading
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continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
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