Podcast Episodes
Back to SearchWhat Rubrik’s IPO Signals, Plus Where Big Tech is Finding AI Cash 4/26/24
Shares of the software maker Rubrik are up about 20% since its debut on the NYSE yesterday. That success is being cheered in Silicon Valley as the la…
1 year, 11 months ago
The Battle Over TikTok’s Algorithm 4/24/24
At the heart of the battle over TikTok is its algorithm - one that overhauled social media, captivated Gen Z, and continues to engage them more than …
1 year, 11 months ago
Google Alumni Turn Up the Pressure, Plus Softbank’s Latest AI Push 4/23/24
Two Google alumni are among those now turning up the pressure on their former employer. Aravind Srinivas of Perplexity and Dario Amodei of Anthropic …
1 year, 11 months ago
Big Tech’s Capital Return Opportunity 4/22/24
This earnings season, could we see Amazon and Alphabet follow Meta’s lead and issue a dividend or boost buybacks? Free cash flow has jumped across th…
1 year, 11 months ago
Google’s Culture Shift 4/19/24
Google has been the poster child among big tech for having a more cuddly environment, with kombucha on tap or massuesses on staff. That also applies …
1 year, 11 months ago
The Power Grid’s AI Problem, Plus Meta and Google take on ChatGPT 4/18/24
: The latest bottleneck in the AI boom might not be chips anymore - it's energy. Computing for AI requires way more power than traditional data cente…
1 year, 11 months ago
Ranking in Silicon Valley 4/17/24
The practice of stack ranking might be making a comeback in Silicon Valley. Sometimes called “rank and yank,” it’s becoming increasingly popular amon…
1 year, 11 months ago
Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24
Microsoft is making a major investment into the Abu Dhabi-based AI firm G-42 -- $1.5 billion dollars for a minority stake and just the latest in seve…
1 year, 11 months ago
Apple and Tesla’s Parallels 4/15/24
Apple and Tesla are the only two stocks in the Magnificent Seven that are still in the red this year, and shares of both are also sinking today on ne…
1 year, 11 months ago
Box CEO Aaron Levie on AI Regulation, Plus Interest Rates’ Impact on Silicon Valley 4/12/24
Box is going all in on AI. The cloud management company just crossed $1 billion in annual revenue, and says there’s still a lot more opportunity ahea…
1 year, 11 months ago