Podcast Episodes

Trump, Cook clash over iPhones 5/15/25

President Trump attacking Tim Cook over Apple’s plans to produce more iPhones in India. We look at how Trump’s tariffs are shifting supply chains. 

H…

10 months, 2 weeks ago

Databricks buys Neon for $1B, Plus Coreweave’s first quarterly report 5/14/25

Databricks CEO talks with Deirdre Bosa about the company’s $1B deal to acquire cloud-based database software vendor Neon, and the rapidly evolving AI…

10 months, 2 weeks ago

The Gulf’s AI ambitions, and China backdoor risks 5/13/25

President Trump escalating chip diplomacy in his trip to the Gulf states. We look at how Gulf ambitions to become an AI and their longstanding ties t…

10 months, 2 weeks ago

Gulf nations’ new role in AI race 5/12/25

President Trump kicking off the first major international trip of his second term today, heading to the Gulf states as top tech CEOs make their way t…

10 months, 2 weeks ago

TechCheck Takes: I Held Google's Willow Chip — What Quantum Means for the Future of AI 5/7/25

"Inside a secretive lab in Santa Barbara, California, scientists at Alphabet are working on one of the company's most ambitious bets yet. They're att…

10 months, 3 weeks ago

OpenAI scraps for-profit plans 5/6/25

OpenAI is now trying to balance the interests of its biggest backers after the AI darling announced their restructuring plan to remain under non-prof…

10 months, 3 weeks ago

The Rise of AI Vibe-Coding 5/5/25

One of AI's emerging superpowers is writing software, as shown by the rapidly climbing valuation of Anysphere, which makes one of the leading tools i…

10 months, 3 weeks ago

Big tech earnings signal tariff resilience 5/2/25

As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff…

10 months, 4 weeks ago

Meta, Microsoft boost AI bulls 5/1/25

AI stocks moving sharply higher after Meta and Microsoft posted strong results and doubled-down on AI spending plans. We dig into why the AI bull cas…

10 months, 4 weeks ago

TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25

Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or …

11 months ago