The Silicon Insider

Latest Episodes:

Silicon Insider | Is this a software bubble? Sep 18, 2020

Show notes

Today Mike and Scott discuss the impending TikTok ban, Apple’s new product releases, and question whether software is the new market bubble.

Silicon Insider | California on fire Sep 11, 2020

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This week Mike and Scott discuss EVs, Apple, Twitter sub-leasing, and the recent fires across California.

Silicon Insider | The Valley turned upside down Sep 04, 2020

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This week on the Silicon Insider podcast, Mike Malone and Scott Budman tackle a Valley turned upside down, starting with an unexpected drop in the stock market at week's end.

Silicon Insider | Software, Software, Software Aug 28, 2020

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On this week's Silicon Insider podcast, tough-tied host Michael S. Malone, and special correspondent Scott Budman declare that it's "IPO Bonanza!" Five big tech companies have announced that they are filing to Go Public: Palantir (is it still officially a Valley company?), Airbnb, Osana, Snowflake and Unity -- all software companies. Given the timeline, did all of these companies undertake the long march to filing their S-1 during the pandemic?

Silicon Insider | Ride Sharing and AB5 Aug 21, 2020

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n this week’s Silicon Insider podcast with Mike Malone and Scott Budman: a turning point for Silicon Valley and California’s tech industry? Three events occurred that may be an augery of things to come. First, faced with the demand of AB5 to end their gig based business model for its drivers, both Uber and Lyft threatened to leave town. Then after a judicial ruling enforcing the law last week, this week the two ride-sharing companies announced they were suspending operations in California. Was Cali about to be the only place on earth without ride-sharing? Then, Thursday, while covering the Uber/Lyft protest in SF, Scott got word that another judge had put a stay on the injunction, allowing the state and the two companies a month to find a compromise. Will they?

Silicon Insider | App Stores & Epic Games Aug 14, 2020

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Today Mike and Scott discuss recent App Store clashes between Epic Games and the two major mobile App Store giants Apple & Google. They also discuss the recent California reclassification of drivers for Uber and Lyft.

Silicon Insider | Unlikely market moves Aug 07, 2020

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This week, host Mike Malone and special contributor Scott Budman of NBC BayArea tackle a week filled with unlikely players.

Silicon Insider | Big Tech on the rise Jul 31, 2020

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This week Mike and Scott discuss the recent changes in tech stocks, new business trends, and the upcoming stimulus package.

Silicon Insider | Emerging market trends Jul 25, 2020

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On this weeks episode Mike and Scott discuss emerging market trends ranging from Chipotle to AMD.