Tech Bubble Redux? 1/22/24

TechCheck

52:22

Season 3 of the smash hit FX/Hulu show “The Bear” roared to life just days ago, but Will Poulter (the actor who plays fan-favorite Luca) and 2014 F&W Best New Chef Dave Beran had been prepping for weeks. Poulter — like his co-star Jeremy Allen White — staged with Beran at his Santa Monica restaurant Pasjoli to learn how to accurately portray a professional chef onscreen. The lessons went so well, Beran says he’d hire Poulter as a cook — even despite a messy mishap with a pastry bag. The two dished all about getting kitchen culture right on and offscreen, what it takes to be at the top of your craft, and the pure magic of a great restaurant service. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

about a year ago 13:51

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One veteran Wall Street strategist is making a BULLISH comparison to 1999 – saying the market could be set for a tech-led party. Why there’s still room to run for some key valuation metrics if you’re making a direct contrast from to the bubble of the late 90s to today.

616 episodes

#Tech #MBA #Trading #Business #CNBC #Disruptors #Faang #Technology

Tech Bubble Redux? 1/22/24

TechCheck

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published about a year ago

MP3•Episode home

616 episodes

#Tech #MBA #Trading #Business #CNBC #Disruptors #Faang #Technology

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TechCheck

1
TechCheck Takes: Waymo’s co-CEO on 10 million Driverless Rides 6/5/25 20:12

15 hours ago20:12

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Alphabet’s self-driving unit Waymo may not be as loud as Tesla in the autonomous vehicle race, but co-CEO Tekedra Mawakana says that Waymo is the only company that’s operating fully driverless rides at scale - most recently notching 10 million autonomous rides. CNBC’s Deirdre Bosa sits down with her in an exclusive interview at the Google I/O developer conference. Aired on May 21st 2025.…

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How AI “vibe-hacking” could upend cyber security 6/5/25 3:46

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Anthropic CEO Dario Amodei is warning against a provision in the GOP’s massive reconciliation bill that would ban state AI laws for 10 years. We dig into the growing debate and the newest AI-related threat to cyber security.

TechCheck

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Tesla FSD crash video highlights the camera vs. lidar robotaxi debate 6/4/25 7:46

1 day ago7:46

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New footage obtained by Bloomberg reveals the shocking moments before a pedestrian was struck and killed in 2023 by a Tesla using FSD technology. We dig into the camera vs lidar debate as Tesla gets set to launch its robotaxis in Austin this month.

TechCheck

1
AI laws on chopping block in GOP bill 6/3/25 5:55

3 days ago5:55

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.

TechCheck

1
Perplexity AI nears deal with Samsung 6/2/25 8:03

4 days ago8:03

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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.

TechCheck

1
Zuckerberg & Luckey's Reconciliation 5/30/25 6:54

7 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.…

TechCheck

1
Nvidia's Inference Growth Engine 5/29/25 4:35

8 days ago4:35

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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.

TechCheck

1
The growing disconnect in AI 5/28/25 6:53

9 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.

TechCheck

1
Tariffs threaten big tech’s physical AI buildout 5/23/25 7:08

14 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.

TechCheck

1
OpenAI’s Jony Ive deal escalates Google rivalry 5/22/25 6:57

15 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.

TechCheck

1
Balancing search, AI at Google I/O 5/20/25 7:40

17 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

TechCheck

1
Why Palantir, Anduril are Washington's new tech favorites 5/19/25 44:03

18 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.

TechCheck

1
Meta reportedly delays launch of flagship AI model “Behemoth” 5/16/25 7:43

21 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.

TechCheck

1
Trump, Cook clash over iPhones 5/15/25 9:22

22 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.

TechCheck

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

23 days ago7:07