Episodes

  • Microsoft’s New Antitrust Chapter 9/25/24
    Sep 25 2024

    Google has filed a complaint in the EU against its rival Microsoft, accusing it of unfairly locking clients into using its cloud product. But the suit could be just the latest in recently renewed scrutiny against Microsoft after enjoying a more under-the-radar status relative to its big tech counterparts for the last two decades.

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    6 mins
  • New Threats to Google’s Ad Dominance, Plus Sam Altman’s Growing Empire 9/23/24
    Sep 23 2024

    In a new threat to Google’s ad dominance, AI search startup Perplexity is in talks with major brands on a new advertising model for sponsored questions. We spoke with the CEO of AI search optimization startup Profound on why it represents a new pillar in marketing: AI visibility. Plus, Sam Altman could be on his way to becoming the biggest power player in Silicon Valley, with new reporting giving a glimpse into the web of tech titans he’s now tied to.

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    7 mins
  • Temu’s Growth Slowdown 9/20/24
    Sep 20 2024

    Shares of Facebook parent company Meta are still hitting fresh all-time highs today. But one potential headwind could be a slowdown in growth at one of its biggest customers, Temu. The Chinese e-commerce app has seen new customer activations stall, according to new data, which could also put Alphabet under pressure.

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    5 mins
  • 23andMe’s Downward Spiral 9/19/24
    Sep 19 2024

    23andMe could get delisted from the Nasdaq after all 7 members of its board resigned this week. CEO Anne Wojcicki is a big name in Silicon Valley but has struggled to find a sustainable business model and shares are 99% off its peak valuation post-SPAC merger. Wojcicki is now hoping to pivot and take the company private by buying back all outstanding shares in what could be seen as a “founders mode” leadership move.

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    7 mins
  • White House Meets with Top AI Leaders on Energy Demand 9/12/24
    Sep 12 2024

    The AI boom is putting a big strain on America’s energy grid, as big tech companies scramble for more energy capacity by buying up nuclear-powered data centers or investing in renewable energy sources. White House officials convened the leaders of top AI companies to discuss how to move forward, including Nvidia’s CEO Jensen Huang who spoke exclusively to CNBC on the opportunity ahead for public and private collaboration.

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    8 mins
  • Waymo’s Robotaxi Race 9/11/24
    Sep 11 2024

    The race to perfect the robotaxi is on. Tesla is prepping for its October 10 self-driving event as Waymo raises industry standards with a brand new safety dashboard, making the case that its vehicles are actually safety than human drivers.

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    7 mins
  • Glean Funding Round, Plus Oracle’s AI Boom 9/10/24
    Sep 10 2024

    Funding for AI startups is still white hot. The search startup Glean just announced a new funding round that would double its valuation in just six months, raising $260 million at a $4.6 billion valuation. Plus, shares of Oracle are hitting all-time highs today after posting an earnings beat along with a slew of data center announcements and cloud computing partnerships. Keeping the edge though, could prove difficult for its chaiman Larry Ellison.

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    7 mins
  • Apple’s Growing China Competition, Plus Google’s New Ad Tech Battle 9/9/24
    Sep 9 2024

    Apple’s biggest competition in China, Huawei, is trying to upstage the company with a smartphone event showdown. Its triple-folding phone is unveiling tonight, just a few hours after Apple’s iPhone reveal, and has already racked up more than 3 million pre-orders. Plus, the trial for the Department of Justice’s new case against Google around its advertising technology kicked off today, with potentially big implications for how users browse the internet.

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    7 mins