The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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Elon Musk is reportedly looking to cut his AWS bill, and it’s highlighting a major theme in software right now: how consumption-based fee models are affecting enterprise cloud companies. If you only pay for what you use, and you use less… you’re going to pay less, and what does that do for Amazon, Microsoft, Google’s growth rates. PLUS – reports that an ARM IPO is coming to the US. A major exit for Softbank and Masa Son and a major loss for the London Stock Exchange. LISTEN UP.
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Manage episode 357186928 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.
Elon Musk is reportedly looking to cut his AWS bill, and it’s highlighting a major theme in software right now: how consumption-based fee models are affecting enterprise cloud companies. If you only pay for what you use, and you use less… you’re going to pay less, and what does that do for Amazon, Microsoft, Google’s growth rates. PLUS – reports that an ARM IPO is coming to the US. A major exit for Softbank and Masa Son and a major loss for the London Stock Exchange. LISTEN UP.
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Meta making its investment in scale AI official. Spending $14.3B for a 49% stake in the company, as CEO Alexandr Wang departs for a role inside Meta. We dig into how tech giants are spending
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1 Kalshi airs fully AI-generated ad on primetime 6/12/25 5:52
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Play Later Play Later Lists Like LikedAI 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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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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Play Later Play Later Lists Like LikedResearchers 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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Play Later Play Later Lists Like LikedAlphabet’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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Play Later Play Later Lists Like LikedAnthropic 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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Play Later Play Later Lists Like LikedNew 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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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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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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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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Play Later Play Later Lists Like LikedPresident 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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Play Later Play Later Lists Like LikedOpenAI’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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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'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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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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1 Why Palantir, Anduril are Washington's new tech favorites 5/19/25 44:03
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Play Later Play Later Lists Like LikedApple 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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1 Meta reportedly delays launch of flagship AI model “Behemoth” 5/16/25 7:43
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Play Later Play Later Lists Like LikedThe 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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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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1 Databricks buys Neon for $1B, Plus Coreweave’s first quarterly report 5/14/25 7:07
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Play Later Play Later Lists Like LikedDatabricks 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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1 The Gulf’s AI ambitions, and China backdoor risks 5/13/25 2:39
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Play Later Play Later Lists Like LikedPresident 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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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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1 TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25 27:11
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Play Later Play Later Lists Like Liked"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.…
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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.
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.…
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1 Big tech earnings signal tariff resilience 5/2/25 4:42
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Play Later Play Later Lists Like LikedAs 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.…
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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.
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1 TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25 39:25
39:25 Play Later Play Later Lists Like Liked39:25
Play Later Play Later Lists Like 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
7:43 Play Later Play Later Lists Like Liked7:43
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
6:33 Play Later Play Later Lists Like Liked6:33
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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The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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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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For more than a dozen years, the Stack Overflow Podcast has been exploring what it means to be a software developer and how the art and practice of programming is changing our world. From Rails to React, from Java to Node.js, join the Stack home team for conversations with fascinating guests to help you understand how technology is made and where it’s headed.
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