Podcast Episodes
Back to SearchWaymo’s San Francisco blackout pause 12/22/25
Waymo service is up and running again in San Francisco after a Saturday night blackout left robotaxis stopped in their tracks throughout the city. We…
3 months, 1 week ago
Google's chip challenge to Nvidia 12/18/25
Google is working on a new initiative that would challenge Nvidia’s software edge in AI. We dig into Google’s latest move and the increasing threat t…
3 months, 1 week ago
AI Trade’s Newest Risk – Data Center Political Backlash 12/16/25
Data centers are now under growing pressure not just in the markets, but also on Capitol Hill. Three democratic U.S. Senators – Elizabeth Warren, Ric…
3 months, 2 weeks ago
SpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25
SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it m…
3 months, 2 weeks ago
Nvidia exports and the battle for AI ecosystem dominance 12/10/25
New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia …
3 months, 2 weeks ago
What Youtube means for Netflix and WBD, Plus Nvidia’s H200 roadblock 12/9/25
Netflix’s Co-CEOs telling investors they are confident that the WBD deal will close, citing competitors like Youtube as possible regulatory cover. Pl…
3 months, 3 weeks ago
Tiger Global launches new investment fund 12/8/25
One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI …
3 months, 3 weeks ago
TechCheck Takes: The AI pressure cooker, OpenAI, Nvidia and Google all on the move 12/8/25
This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as the company reportedly dec…
3 months, 3 weeks ago
Google’s Vibe-Coding Play 12/4/25
Google announced an expanded partnership with vibe-coding startup Replit that brings the company deeper into the Google Cloud. We sit down with Googl…
3 months, 3 weeks ago
Pressure on the AI Agent narrative 12/3/25
Shares of Microsoft under pressure today even after the company pushed back on reporting that the tech giant was lowering AI sales quotas. But it's a…
3 months, 3 weeks ago