Podcast Episodes
Back to SearchOracle and OpenAI’s $300B Cloud deal 9/11/25
Shares of Oracle are pulling back today after the stock surged 35% this week on the company’s massive revenue backlog. Now we’re learning that OpenAI is responsible for most of that money. We dig int…
Published on 12 hours ago
Amazon launches Zoox Robotaxis in Las Vegas 9/10/25
Amazon is making its long-awaited leap into the Robotaxi race with the launch of its self-driving Zoox vehicles in Las Vegas. We take a look at the new autonomous vehicles and what they mean for the …
Published on 1 day, 11 hours ago
Google's ad tech trial strategy, plus trading the Apple ecosystem 9/9/25
As Google gets ready to fight an antitrust battle around its advertising technology, a new court filing hints at how the search giant might frame its arguments around ads and the state of the web in …
Published on 2 days, 12 hours ago
Apple set to unveil iPhone 17 models 9/8/25
Apple’s biggest event of the year is set to kick off tomorrow when it is reportedly expected to launch major redesigns to the iPhone for the first time in 5 years. We dig into what new models we coul…
Published on 3 days, 12 hours ago
Broadcom’s $10B customer 9/5/25
Broadcom shares surging 15% today after posting strong earnings and the reveal of a new mystery customer that has secured $10B in new orders. We did into who the customer could be and what it means f…
Published on 6 days, 11 hours ago
Top Tech CEO’s meet for White House dinner 9/4/25
CEOs from tech’s biggest names including Tim Cook, Sam Altman, and Sundar Pichai will all be at the White House for a dinner tonight with President Trump. We dig into what to expect from the meeting …
Published on 1 week ago
What Google’s Antitrust Ruling Means for Tech & the AI Trade 9/3/25
Google avoids a break-up in its anti-trust case. We’ll discuss what that means for Alphabet. We’ll also take a closer look at how this ruling could impact the AI landscape and how Apple could benefit…
Published on 1 week, 1 day ago
Nvidia's Chip Diplomacy and Concentration Risk 8/28/25
Nvidia CEO Jensen Huang is pushing what some call 'GPU panda diplomacy' by lobbing Washington to let American AI chips flow to China while proving his company doesn't need Beijing to dominate. But th…
Published on 2 weeks ago
Defense tech startups and VCs on government equity stakes 8/26/25
Commerce Secretary Lutnick told CNBC yesterday that top pentagon officials are discussing taking stakes in defense contractors like Lockheed Martin as the possibility of nationalization expands beyon…
Published on 2 weeks, 1 day ago
China risks loom over Nvidia print 8/27/25
Nvidia earnings on deck tomorrow as uncertainty grows over the chipmaker’s future in China. We dig into the latest on Nvidia and to expect in Wednesday’s earnings report.
Published on 2 weeks, 2 days ago