TechCheck

Latest Episodes:

The Failure and Savior of Silicon Valley Bank, and Why Tech Stocks Are Rising 3/13/23 Mar 13, 2023

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Tech moved decidedly higher Monday following the U.S. government’s decision to backstop Silicon Valley Bank’s depositors – why, what that tells us about tech investors, and what comes next. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ Oscars Preview & The Future of Moviegoing 3/10/23 Mar 10, 2023

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CNBC’s Julia Boorstin is on the red carpet ahead of Sunday’s Oscars with an expert cast to talk all things media, streaming & moviegoing. Julia spoke with Gail Berman, producer of Oscar nominated “Elvis” along with Jackie Brenneman from The Cinema Foundation and Matthew Belloni from Puck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fallout and Failure of Silicon Valley Bank 3/10/23 Mar 10, 2023

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A run at Silicon Valley Bank, a failure and the regulators take over. Inside the fallout of a major bank seizing up, and how it will ripple through the market, through tech, through the investment landscape.

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TechCheck+ Zuckerberg’s Steve Jobs Moment 03/10/23 Mar 10, 2023

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Mark Zuckerberg has promised this is the “year of efficiency” – out is the metaverse, in are cost cuts, focus, discipline. But one noted tech investor says it’s about more than just righting the cost structure of the business and cutting some payroll – it’s about repositioning the company to take advantage of the next great wave of computing. Couldn’t do this and not mention A.I. once. Can Zuckerberg turn around this ship, and what his relationship with Wall Street can tell us.

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TechCheck+ Bessemer Venture Partners' Elliott Robinson 3/9/23 Mar 09, 2023

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CNBC TechCheck Anchor Deirdre Bosa talks with Elliott Robinson of Bessemer Venture Partners about the current market outlook amid rising interest rates and macroeconomic concerns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Silvergate, Silicon Valley Bank & UBER For Spinning Out Your Logistics Business 3/9/23 Mar 09, 2023

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Tough morning if your company name begins with S-I-L. Tough morning if you’re a California-based bank. Tough morning if you’re a bank that dove into tech. Deirdre reports, tying together the drama at Silvergate and Silicon Valley Bank, crypto and the startup/private tech company ecosystem. And why might Uber spin out its freight business, and more importantly, why now.

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Software Buyouts 3/8/23 Mar 08, 2023

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"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, based off the reported deal that Silverlake is trying to make for Qualtrics. But could others be coming, and at what prices? Also some quick analysis from Orlando Bravo.

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MORE Layoffs at Meta and Sonos As Higher-Price Case Study 3/7/23 Mar 07, 2023

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Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding moment for Zuckerberg akin to Jobs coming back to Apple and realizing the complex management blob had undermined talent, velocity and invention.” And SONOS – out with a new high-end connected speaker today. Why did it price it here in this economic environment? We talked to CEO Patrick Spence.

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What Musk vs AWS Tells Us About Cloud Pricing and An ARM IPO A-Coming 3/6/23 Mar 06, 2023

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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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Semi Hot Start To The Year, Amazon HQ HOLD ON, and The Debacle at Silvergate 3/3/23 Mar 03, 2023

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Semiconductor stocks have outperformed this year – why, why now and what it has to do with AI and ChatGPT. Amazon pausing further construction on its HQ2 in Virginia. PLUS – MORE crypto fallout, this time in the banking world and its hitting a publicly traded stock Silvergate

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