Podcast Episodes
Back to SearchWhy AI prices are in a race to the bottom 2/26/25
DeepSeek’s impact being felt as more free AI offerings make their way to consumers, in a battle for users between the biggest AI names. We look at wh…
1 year, 1 month ago
TechCheck Takes: How DeepSeek supercharged AI’s distillation problem 2/25/25
Silicon Valley is reckoning with an AI development technique that could upend the leaderboard. Distillation is the idea that a small team can make an…
1 year, 1 month ago
How stricter chip restrictions could backfire to benefit Huawei 2/25/25
The Trump administration is reportedly considering tightening the restrictions on U.S. chip exports to China even further. But that could end up unin…
1 year, 1 month ago
Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25
U.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may no…
1 year, 1 month ago
Microsoft’s Quantum breakthrough, plus OpenAI touts user growth 2/20/25
Shares of Quantum computing stocks are spiking after Microsoft announced a new Quantum breakthrough yesterday, and Microsoft isn’t the only tech gian…
1 year, 1 month ago
Sequoia backs AI health startup 2/19/25
AI startup OpenEvidence is now raising a fresh round of capital from Sequoia at a $1 Billion valuation. We look at the latest big funding round in AI…
1 year, 1 month ago
Startup Investing for the Masses, Plus xAI Unveils New AI Model 2/18/25
Silicon Valley startups have generally been off-limits to the public, cutting ordinary investors out of peak value creation. But now, those rules are…
1 year, 1 month ago
Wall Street cools on AI spending spree 2/14/25
Big Tech expecting to spend as much as $320B in capital expenditures in 2025, as much as 40% higher than even last-year’s stratospheric spend. We loo…
1 year, 1 month ago
Musk OpenAI bid, Plus Apple’s Alibaba teamup 2/13/25
Elon Musk adding a new layer to his escalating legal fight with OpenAI and CEO Sam Altman. Plus, Apple is teaming up with Alibaba to bring Apple Inte…
1 year, 1 month ago
High-stakes Paris AI summit sees calls for less regulation 2/11/25
Tech executives and world leaders convening in Paris this week to discuss AI, including OpenAI’s Sam Altman, Google CEO Sundar Pichai, French Preside…
1 year, 1 month ago