The Race for AI World-Generating Models, Plus OpenAI’s Two Launches 12/5/24

TechCheck

39:50

The truth is out West! We’re hopping on the ET Highway and venturing to the most notorious alien hot spots, including Roswell’s infamous crash site, Area 51’s eerie perimeter, and a mysterious desert watchtower. Join us as journalist Laura Krantz, host of the podcast Wild Thing , beams up to share stories from the front lines of UFO reporting—from strange sightings and quirky festivals to a mailbox where people leave letters to extraterrestrials. Maybe you’ll even decide for yourself: Is Earth a tourist stop for spaceships? UFO hot spots you’ll encounter in this episode: - UFO Watchtower (near Great Sand Dunes National Park, Colorado) - Roswell, New Mexico - Area 51, Nevada - Extraterrestrial Highway (aka State Route 375), Nevada - Little A’Le’Inn, ET Highway, Nevada - E.T. Fresh Jerky, ET Highway, Nevada - Alien Research Center, ET Highway, Nevada - The Black Mailbox, ET Highway, Nevada Via Podcast is a production of AAA Mountain West Group .…

about a year ago 7:09

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The new frontier emerging in AI is 3D world-generating models, where you input text, an image or a video and generate a modifiable 3D world. Plus, OpenAI launched two new updates today -- a better version of one of its models and a $200 per month pro tier.

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

The Race for AI World-Generating Models, Plus OpenAI’s Two Launches 12/5/24

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
Amazon’s big bet on “Physical AI” 6/6/25 7:03

3 days ago7:03

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

4 days 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.…

TechCheck

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

4 days ago3:46

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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

1
Tesla FSD crash video highlights the camera vs. lidar robotaxi debate 6/4/25 7:46

5 days 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

6 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

7 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

10 days ago6:54

6:54

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

11 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.

TechCheck

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

12 days ago6:53

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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

17 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

18 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

20 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

21 days ago44:03

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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

24 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

25 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

26 days ago7:07

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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.

TechCheck

1
The Gulf’s AI ambitions, and China backdoor risks 5/13/25 2:39

27 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.

TechCheck

1
Gulf nations’ new role in AI race 5/12/25 7:01

28 days ago7:01

7:01

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.

TechCheck

1
TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25 27:11

5 weeks ago27:11

27:11

"Inside a secretive lab in Santa Barbara, California, scientists at Alphabet are working on one of the company's most ambitious bets yet. They're attempting to develop the world's most advanced quantum computers. Late last year, Google unveiled a breakthrough quantum computing chip called Willow, which it says can solve a benchmark problem unimaginably faster than what's possible with a classical computer. CNBC’s Deirdre Bosa gets an exclusive look inside Google quantum lab and explores whether Willow may give Google a chance to take the lead in the next technological era.…

TechCheck

1
OpenAI scraps for-profit plans 5/6/25 6:19

5 weeks ago6:19

6:19

OpenAI is now trying to balance the interests of its biggest backers after the AI darling announced their restructuring plan to remain under non-profit control. We look at where that leaves its major investors like Microsoft and Softbank.

TechCheck

1
The Rise of AI Vibe-Coding 5/5/25 6:38

5 weeks ago6:38

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One of AI's emerging superpowers is writing software, as shown by the rapidly climbing valuation of Anysphere, which makes one of the leading tools in the space. But now, we're also seeing big tech jump in, with Microsoft, Google, and Amazon all saying that 30% of their code is being written by AI. We dive into when we'll start seeing evidence of the boom impacting profits.…

TechCheck

1
Big tech earnings signal tariff resilience 5/2/25 4:42

5 weeks ago4:42

4:42

As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff storm. Amazon's CEO said AI demand is growing triple digits while Apple shifts production to India and Vietnam. But it might also be too early to capture the full impact of macro uncertainties, and quarters ahead could be messier.…

TechCheck

1
Meta, Microsoft boost AI bulls 5/1/25 6:23

6 weeks ago6:23

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AI stocks moving sharply higher after Meta and Microsoft posted strong results and doubled-down on AI spending plans. We dig into why the AI bull case may be more complicated than it seems.

TechCheck

1
TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25 39:25

6 weeks ago39:25

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Early 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.…

TechCheck

1
AI gets caught in trade war crossfire 04/30/25 7:43

6 weeks ago7:43

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Shares 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.

TechCheck

1
100 days in, cracks showing in Trump, tech relationship 04/29/25 6:33

6 weeks ago6:33

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The 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.

TechCheck

1
Silicon Valley split on China 4/28/25 7:16

6 weeks ago7:16

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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.

TechCheck

1
Pichai: Alphabet may offer personal robotaxis 4/25/25 7:17

6 weeks ago7:17

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Alphabet 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.

TechCheck

1
What to watch in Alphabet results 4/24/25 11:30

7 weeks ago11:30

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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.

TechCheck

1
Tesla’s ambitious robotaxi goals 4/23/25 5:59

7 weeks ago5:59