TechCheck

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TechCheck+ AI’S “iPhone Moment” – Separating ChatGPT Hype and Reality 03/03/23 Mar 03, 2023

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In the first installment of TechCheck Weekly, Deirdre Bosa looks at the next stage in the AI arms race: the hype wars -- whose announcements are real, which companies are best positioned and why it matters for investors.

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The Real Story in Enterprise Spending and Cash Burn 3/2/23 Mar 02, 2023

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Salesforce was strong, but Snowflake and Box forecasts have the street worried. Plus – speaking of growth, Rivian’s cash burn has us thinking about the biggest burners of all time – think Uber and Netflix and Tesla. Where burn stops burning from here.

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The Pressure on Salesforce and Putting The Instacart Before The Horse 3/1/23 Mar 01, 2023

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Salesforce reported strong numbers, but it’s under pressure from a number of activist investors pushing for margin growth. And the IPO market has been frozen shut. Could Instacart warm it up? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A TikTok Ban and Everyone’s Trying to Make an AI Announcement 2/28/23 Feb 28, 2023

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What would a TikTok ban mean for American tech companies amid a wider U.S. / China decoupling in tech, and Deirdre runs through all the companies trying to make an AI announcement – what’s real and what’s flextape.

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TechCheck+ Cleo Capital’s Sarah Kunst on black VCs' investment dollars 2/28/23 Feb 28, 2023

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CNBC’s Julia Boorstin spoke with Sarah Kunst of Cleo Capital about a new report in partnership with Harvard Business School that examines U.S. venture assets under management. The report shows that just 1% of venture capital in 2020 was managed by black investors. The two break down the report and talk about solutions to the industry’s diversity problem. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Quality Question for tech stocks, and Nvidia’s AI ChatGPT Opportunity 2/27/23 Feb 27, 2023

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Deirdre Bosa debuts the new TechCheck format – the stories investors need to know within tech. The gang starts with a discussion of unprofitable, high-beta tech stocks, with Zoom earnings coming after the bell and a lot more software names this week. The Nasdaq 100 is coming off its worst week of the year, with unprofitable names underperforming and “quality” names holding up the best. A bright spot though? Nvidia. We look at the opportunity for Nvidia in ChatGPT, AI products, and the demand they could create for raw computing power.

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LA Clippers Owner & Former Microsoft CEO Steve Ballmer on Artificial Intelligence & NBA Tech Initiatives 2/17/23 Feb 17, 2023

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Our anchors begin today’s show with CNBC’s Steve Liesman breaking down the Fed’s messaging around rate hikes, and CNBC’s Kate Rooney looks at the risk-on rally driving Bitcoin higher. Then, CNBC’s Mike Santoli looks at short sellers closing out their tech bets, and our Deirdre Bosa shares highlights from her post-earnings interview with DoorDash CEO Tony Xu. Next, our Julia Boorstin reports on the continued weakness in the ad market, and Procore CEO Tooey Courtemanche discusses the construction software firm’s performance in Q4. Later, Los Angeles Clippers owner Steve Ballmer joins for a deep dive into the latest tech developments in the NBA and his outlook for Microsoft’s artificial intelligence initiatives.

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TechCheck+ Exclusive: SNAP CEO Evan Siegel 2/16/23 Feb 17, 2023

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CNBC’s Julia Boorstin sits down with SNAP CEO Evan Siegel to discuss the increase in active users and the company’s roadmap for how it will exceed 1 billion users. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Three C-Suite Perspectives on Results: Twilio CEO Jeff Lawson, Synopsys CEO Aart de Geus & Toast CEO Chris Comparato 2/16/23 Feb 16, 2023

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Our anchors begin today’s show with CNBC’s Steve Liesman reporting on New York Fed data showing an increase in household debt, and CNBC’s Kristina Partsinevelos covers a few companies that could become profitable sooner than expected. Then, Twilio Co-Founder and CEO Jeff Lawson breaks down the enterprise software firm’s earnings sending shares higher, and our Julia Boorstin looks at quarterly results from Roku and Paramount. Next, Synopsys CEO Aart de Geus breaks down the chip designer’s latest earnings and shares his outlook for the broader semiconductor space. Later, Toast CEO Chris Comparato joins after the restaurant fintech company posted a beat in Q4, and our Jon Fortt shares highlights from his Fortt Knox update with NerdWallet CEO Tim Chen. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

TechCheck+ The Future of A.I. Technology & Impact on Education 2/15/23 Feb 15, 2023

Show notes

As AI hype hits a fever pitch, CNBC's Brandon Gomez and Fahiemah Al-Ali kick off a conversation around the widespread interest in the technology with Paper co-founder and CEO Philip Cutler and 'Not a Bot' and 'AI for Anyone' founder Haroon Choudery. They discussed why tools like ChatGPT have captured the attention of mainstream audiences and how Big Tech is responding with new products, including Microsoft’s integration of ChatGPT into their 'Bing' search engine and Google’s competitor 'Bard.' Plus, how AI will affect the future of learning as the technology is increasingly integrated in the classroom. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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