Podcast Episodes
Back to SearchTiger 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 …
5 months, 1 week 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…
5 months, 1 week 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…
5 months, 2 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…
5 months, 2 weeks ago
OpenAI Issues “Code Red” Amid Increased Competition 12/2/25
The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altman reportedly issuing a ‘code red’ in a memo to employees, …
5 months, 2 weeks ago
The state of the AI trade: ChatGPT turns three 12/1/25
OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We d…
5 months, 2 weeks ago
TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears aroun…
5 months, 3 weeks ago
Alibaba and Google’s AI comeback 11/24/25
Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week aft…
5 months, 3 weeks ago
TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Micha…
6 months ago
Startup Losses Fuel AI Boom 11/14/25
Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup l…
6 months, 1 week ago