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    Technology

    TechCheck

    Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.

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    Latest Episodes:
    Scale AI CEO joins Meta 6/13/25 Jun 13, 2025
    Show notes

    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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    Kalshi airs fully AI-generated ad on primetime 6/12/25 Jun 12, 2025
    Show notes

    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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    Meta spends $15B for Scale AI stake 6/10/25 Jun 10, 2025
    Show notes

    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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    Apple Researchers' AI Red Flag, Plus OpenAI's Revenue Milestone 6/9/25 Jun 09, 2025
    Show notes

    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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    Amazon’s big bet on “Physical AI” 6/6/25 Jun 06, 2025
    Show notes

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    TechCheck Takes: Waymo’s co-CEO on 10 million Driverless Rides 6/5/25 Jun 05, 2025
    Show notes

    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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    How AI “vibe-hacking” could upend cyber security 6/5/25 Jun 05, 2025
    Show notes

    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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    Tesla FSD crash video highlights the camera vs. lidar robotaxi debate 6/4/25 Jun 04, 2025
    Show notes

    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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    AI laws on chopping block in GOP bill 6/3/25 Jun 03, 2025
    Show notes

    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 Jun 02, 2025
    Show notes

    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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