Podcast Episodes
Back to SearchSilvergate, Silicon Valley Bank & UBER For Spinning Out Your Logistics Business 3/9/23
Tough morning if your company name begins with S-I-L. Tough morning if you’re a California-based bank. Tough morning if you’re a bank that dove into …
3 years ago
Software Buyouts 3/8/23
"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, bas…
3 years ago
MORE Layoffs at Meta and Sonos As Higher-Price Case Study 3/7/23
Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding m…
3 years ago
What Musk vs AWS Tells Us About Cloud Pricing and An ARM IPO A-Coming 3/6/23
Elon Musk is reportedly looking to cut his AWS bill, and it’s highlighting a major theme in software right now: how consumption-based fee models are …
3 years ago
Semi Hot Start To The Year, Amazon HQ HOLD ON, and The Debacle at Silvergate 3/3/23
Semiconductor stocks have outperformed this year – why, why now and what it has to do with AI and ChatGPT. Amazon pausing further construction on its…
3 years ago
TechCheck+ AI’S “iPhone Moment” – Separating ChatGPT Hype and Reality 03/03/23
In the first installment of TechCheck Weekly, Deirdre Bosa looks at the next stage in the AI arms race: the hype wars -- whose announcements are real…
3 years ago
The Real Story in Enterprise Spending and Cash Burn 3/2/23
Salesforce was strong, but Snowflake and Box forecasts have the street worried. Plus – speaking of growth, Rivian’s cash burn has us thinking about t…
3 years ago
The Pressure on Salesforce and Putting The Instacart Before The Horse 3/1/23
Salesforce reported strong numbers, but it’s under pressure from a number of activist investors pushing for margin growth. And the IPO market has bee…
3 years, 1 month ago
A TikTok Ban and Everyone’s Trying to Make an AI Announcement 2/28/23
What would a TikTok ban mean for American tech companies amid a wider U.S. / China decoupling in tech, and Deirdre runs through all the companies try…
3 years, 1 month ago
TechCheck+ Cleo Capital’s Sarah Kunst on black VCs' investment dollars 2/28/23
CNBC’s Julia Boorstin spoke with Sarah Kunst of Cleo Capital about a new report in partnership with Harvard Business School that examines U.S. ventur…
3 years, 1 month ago