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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:
    Waymo Closes $5.6B Funding Round 10/25/24 Oct 25, 2024
    Show notes

    Alphabet -owned Waymo just announcing a new $5.6B funding round led by its parent company with participation from investors including Fidelity, a16z, Silver Lake and Tiger Global. The robotaxi service has seen daily rides grow ten-fold in the past year, to more than 100,000 weekly paid trips.


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    TechCheck+ OpenAi’s Head of Global Policy Chris Lehane 10/24/24 Oct 24, 2024
    Show notes

    As AI becomes more mainstream, the debate on how to regulate it is starting to take center stage. Recently OpenAI hired Chris Lehane as its head of global affairs with the goal of having a say in how these policies and regulations are formed. He sat down with Deirdre Bosa for a wide ranging interview about the company’s goals and why we need to think big and act fast. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Apple’s AI Hurdles in China 10/23/24 Oct 23, 2024
    Show notes

    Apple CEO Tim Cook is in China for the second time this year, meeting with officials and pledging increased investment as the iPhone-maker faces growing competition and pressure in the world’s largest smartphone market. Local rival Huawei front ran the latest iPhone announcement and is again ahead of the release of Apple Intelligence by releasing upgrades to its Harmony OS system.


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    Anthropic Pulls Ahead in AI Agent Race 10/22/24 Oct 22, 2024
    Show notes

    Would you give AI permission to take over your computer? The startup Anthropic hopes so, unveiling a new "Computer Use" tool that would let its Claude chatbot analyze your computer screen and even act on your behalf, getting control over the cursor, keyboard, browser, calendar and more. It’s the latest move in an escalating battle between megacaps and startups over AI-powered agents, which can help automate tasks.


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    Google’s Reorganization Puts AI In Front 10/18/24 Oct 18, 2024
    Show notes

    Google shares fell on news of an AI reorganization, announcing it’s moving the Gemini Apps team under DeepMind and shifting a search and ads executive to a Chief Technologist role. But investors might be missing the bigger picture – instead of viewing it as an example that Google is increasingly willing to sacrifice some of its search advantages for an edge in AI.


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    Uber Explores Expedia Takeover Bid, Plus Google Exec on Viral AI Podcast Tool 10/17/24 Oct 17, 2024
    Show notes

    Shares of Uber and Expedia were on the move today’s session after reports that Uber had explored a takeover bid for Expedia. Plus, Google’s realistic AI-generated podcast tool as gone viral, and the company is now unveiling new features to make the product even more customizable. Google Labs Vice president Josh Woodward joined us for a closer look at the technology.


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    Amazon Lands Databricks Chips Deal 10/15/24 Oct 15, 2024
    Show notes

    The mad dash to develop and deploy AI chips is intensifying, with Amazon now inking a new deal with the startup Databricks in which it’ll use Amazon’s custom chips to train its AI model.


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    California Rejects More SpaceX Launches, Plus Nextdoor’s Hurricane Response 10/14/24 Oct 14, 2024
    Show notes

    A big step this weekend for SpaceX's bid to develop reusable rockets, successfully catching a descending rocket booster on the launch pad with mechanical "chopstick" arms. But officials in California are putting up some hurdles to even more expansion for the startup. Plus, as Florida residents recover from Hurricane Milton, one platform they’re turning to for news and updates is Nextdoor. The social media network says activity has shot up 50% in affected areas. We speak to CEO Nirav Tolia on the platform’s emergency response usage.


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    Waymo Pulls Ahead in Robotaxi Race 10/11/24 Oct 11, 2024
    Show notes

    After Tesla’s Robotaxi day, the focus has been on Uber with shares up 8%. But the biggest winner is with the widest lead is actually Alphabet’s Waymo, already delivering 100k+ driverless rides a week. We spoke to riders in San Francisco and skeptics in New York City on their robotaxi hopes and fears.


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    OpenAI Report Outlines Dangers of AI-Generated Misinformation 10/10/24 Oct 10, 2024
    Show notes

    A new report from OpenAI on cyber operations and dangerous actors' use of AI could be a signal that companies are feeling the pressure to take AI-generated misinformation seriously. The 54-page report analyzes more than 20 covert influence operations that used its models to launch deceptive campaigns on social media and other platforms.


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