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The Berkshire of Tech? Really? 12/13/23
Manage episode 389270040 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
A surprising stock move flying under the radar this year: Broadcom is now one of the biggest tech companies in the world. Today, the story behind the CEO, the strategy and the “Berkshire Hathaway of tech.”
616 episodes
Manage episode 389270040 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
A surprising stock move flying under the radar this year: Broadcom is now one of the biggest tech companies in the world. Today, the story behind the CEO, the strategy and the “Berkshire Hathaway of tech.”
616 episodes
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TechCheck

1 Kalshi airs fully AI-generated ad on primetime 6/12/25 5:52
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AI has gone primetime, with a completely AI-generated ad from the prediction platform Kalshi airing last night during the NBA finals. The company says it was created from idea to live in less than 72 hours and cost them less than $2,000 to make. It shows just how fast AI is moving up the value chain and raises new questions around public trust and AI media consumption.…
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TechCheck

A source confirming to CNBC that Meta is spending $15B to obtain a 49% stake in AI startup Scale AI. We dig into why Meta is going big on the deal, and the flurry of AI valuation headlines making news this week.
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1 Apple Researchers' AI Red Flag, Plus OpenAI's Revenue Milestone 6/9/25 6:42
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Researchers at Apple are out with a new paper that throws cold water on the biggest trend in AI right now: reasoning models. Scientists there say that beyond a certain point, the models lose all accuracy. Plus, OpenAI has just hit $10 billion in annual recurring revenue, driven by chatGPT, its consumer business and APIs.…
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Morgan Stanley calling out Amazon as an “under-appreciated Gen AI winner” over its investments in automation. We dig into how robotics could translate into big savings for Amazon’s core business.
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1 TechCheck Takes: Waymo’s co-CEO on 10 million Driverless Rides 6/5/25 20:12
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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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1 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.
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1 Tesla FSD crash video highlights the camera vs. lidar robotaxi debate 6/4/25 7:46
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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.
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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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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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TechCheck

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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TechCheck

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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TechCheck

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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1 Tariffs threaten big tech’s physical AI buildout 5/23/25 7:08
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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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1 OpenAI’s Jony Ive deal escalates Google rivalry 5/22/25 6:57
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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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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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