Google's Cloud Strategy Amid Tariff Turmoil 04/09/25 TechCheck podcast

5:55

The Senate is getting their turn at the GOP’s massive reconciliation bill, but now state lawmakers are speaking out against a provision buried inside that would tie their hands on AI regulation. We dig into how the controversial rule is reigniting debate on the future of AI.

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Perplexity AI nears deal with Samsung 6/2/25 8:03

1 day ago8:03

8:03

Startup Perplexity is close to a deal with Samsung that would make their assistant the default on upcoming devices. We look at what the deal means as AI companies battle to reach more users and become the default chatbot.

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Zuckerberg & Luckey's Reconciliation 5/30/25 6:54

4 days ago6:54

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Meta's Mark Zuckerberg and Anduril's Palmer Luckey are now teaming up to make virtual reality headsets for defense military training. But the new venture represents a reconciliation between two tech CEOs who had a complicated last decade and speaks to the new alignments taking shape between Silicon Valley and politics.…

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Nvidia's Inference Growth Engine 5/29/25 4:35

5 days ago4:35

4:35

China may have been the big headline out of Nvidia's quarter, with 28 mentions on the earnings call, but right behind was inference at 27. It represents the next wave of AI, models that generate responses after getting trained, and could unlock a major new growth engine for Nvidia.

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The growing disconnect in AI 5/28/25 6:53

6 days ago6:53

6:53

Meta is reportedly shaking up its AI team after months of delays on its latest Llama 4 Behemoth AI model. We look at how Meta is not alone in having model issues, and the reignited debate around slowing AI progress.

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Tariffs threaten big tech’s physical AI buildout 5/23/25 7:08

11 days ago7:08

7:08

President Trump’s threat to slap iPhones with a 25% tariff is just his latest attempt to reshape the global supply chain. We look at how his push for American manufacturing could derail big tech’s move into physical AI.

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OpenAI’s Jony Ive deal escalates Google rivalry 5/22/25 6:57

12 days ago6:57

6:57

OpenAI’s deal with iphone designer Jony Ive came right in the middle of Google I/O and sent a signal the AI company is aiming to challenge the big tech ecosystem. Plus, we look what DOJ’s reported probe of Google’s Character.AI deal means for the AI talent battlefield.

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Balancing search, AI at Google I/O 5/20/25 7:40

14 days ago7:40

7:40

Alphabet kicks off its adeveloper event Google I/O today – we look at the tech giant’s delicate balancing act between prioritizing AI while maintaining its core search business

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Why Palantir, Anduril are Washington's new tech favorites 5/19/25 44:03

15 days ago44:03

44:03

Apple and Alibaba shares under pressure after New York Times reporting that their deal to bring AI to Chinese iPhones is facing U.S. government scrutiny. We look at how as Apple feels the squeeze of Trump’s trade policies, defense tech is winning big.

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Meta reportedly delays launch of flagship AI model “Behemoth” 5/16/25 7:43

18 days ago7:43

7:43

The Wall Street Journal reporting Meta has again delayed the launch of flagship AI model, named “Behemoth.” We look at how the news highlights Meta’s massive AI spend and the increasing focus on leaner models.

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Trump, Cook clash over iPhones 5/15/25 9:22

19 days ago9:22

9:22

President Trump attacking Tim Cook over Apple’s plans to produce more iPhones in India. We look at how Trump’s tariffs are shifting supply chains.

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Databricks buys Neon for $1B, Plus Coreweave’s first quarterly report 5/14/25 7:07

20 days ago7:07

7:07

Databricks CEO talks with Deirdre Bosa about the company’s $1B deal to acquire cloud-based database software vendor Neon, and the rapidly evolving AI landscape. Plus, we walk through what to watch in AI Infrastructure Coreweave’s first quarterly report since its March IPO.

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The Gulf’s AI ambitions, and China backdoor risks 5/13/25 2:39

21 days ago2:39

2:39

President Trump escalating chip diplomacy in his trip to the Gulf states. We look at how Gulf ambitions to become an AI and their longstanding ties to Chinese tech.

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Gulf nations’ new role in AI race 5/12/25 7:01

22 days ago7:01

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President Trump kicking off the first major international trip of his second term today, heading to the Gulf states as top tech CEOs make their way to the region for a major investor conference. We look at how a partnership between the Gulf and big tech could reshape the AI landscape.

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TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25 27:11

27 days ago27:11