Podcast Episodes

Uber Cuts San Francisco Office Space, Plus China’s Micron Ban 5/22/23

Uber is offloading a third of its office space in an example of a dire vacancy situation in San Francisco and how the city will struggle to bring bac…

2 years, 10 months ago

Big Tech Props Up The Market 5/19/23

We’re seeing the greatest outperformance of tech versus the S&P 500 ever, with the rally concentrated in just a handful of big tech names including N…

2 years, 10 months ago

Alibaba Announces Cloud Unit Spinoff, Plus An AI-Washing Warning 5/18/23

Alibaba’s stock has gone nowhere since announcing its six-way breakup, and is still down today despite making its cloud spinoff official. Plus - what…

2 years, 10 months ago

Elon Musk Criticizes OpenAI, Plus Stability AI CEO Talks Business Models 5/17/23

In a CNBC Exclusive interview, Elon Musk voiced concerns about how much control Microsoft has over OpenAI. Satya Nadella has rejected that, but it ra…

2 years, 10 months ago

AI Faces Congress 5/16/23

OpenAI CEO Sam Altman’s debut on Capitol Hill seemed more collaborative than combative, unlike tech hearings we’ve seen over the past. He agreed with…

2 years, 10 months ago

AI’s Threat to Ad Agencies, Plus Apple’s Mega Market Cap 5/15/23

Ad agencies are topping analysts' lists of businesses most at risk of AI automation, but ad titan Sir Martin Sorrell argues the technology will be a …

2 years, 10 months ago

Under-the-Radar AI Picks 5/12/23

Analysts today have called out a few stocks that could be under-the-radar beneficiaries of AI. CNBC’s Steve Kovach breaks that down – plus one compan…

2 years, 10 months ago

Softbank Slumps, Plus Character.ai CEO talks monetization 5/11/23

Softbank posted a record $32 billion loss at its Vision Fund tech investment arm as executives promise the company are going on the offensive on AI. …

2 years, 10 months ago

Google I/O Recap 5/10/23

Google held a much anticipated event today, but what really caught the investors’ attention was its demonstration of AI integration with search. 

Hos…

2 years, 10 months ago

PayPal vs. Block Valuations, Plus Amazon Offers Pickup Incentive While Spotify Cracks Down on AI Streams 5/9/23

PayPal is the better profitability play, yet trails Block’s valuation by a mile. But does any of that matter when pretty much all of fintech are comm…

2 years, 10 months ago