TechCheck

Google unveiling an upgrade to its Gemini-powered AI overviews, including a new feature promising to help users dig deeper in search. We look at what “AI mode’ signals about the efforts to monetize AI search.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new AI voice assistant is pushing the frontiers of the technology. We look into startup Sesame and how it could change the race in AI voice.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump announcing a “Strategic Crypto Reserve” over the weekend, drawing quick backlash from some of his biggest supporters in Silicon Valley. We look at how the divide is taking shape and why critics are raising concerns.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon is jumping into the Quantum computing race with their first quantum chip ‘ocelot.’ We look at the latest Megacap staking their claim in quantum, and what it means for the future of the evolving technology.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DeepSeek’s impact being felt as more free AI offerings make their way to consumers, in a battle for users between the biggest AI names. We look at what the trend means as more names enter the crowded chatbot field.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Silicon Valley is reckoning with an AI development technique that could upend the leaderboard. Distillation is the idea that a small team can make an advanced AI model by extracting knowledge from a larger one. DeepSeek didn’t invent the method, but its use roiled the markets and woke the AI world up to its potential. It’s now enabling startups to compete at the cutting edge, and is deadly for the...

The Trump administration is reportedly considering tightening the restrictions on U.S. chip exports to China even further. But that could end up unintentionally benefiting Huawei. The state-backed chipmaker’s products have been getting better, and additional tariffs out of Washington could push Chinese companies to adopt Huawei’s chips faster.  Hosted by Simplecast, an AdsWizz company. See pcm.ads...

U.S. tech companies facing headwinds post-DeepSeek even as Chinese tech stocks have soared. Raising questions about whether the biggest winers may not be the ones building the largest AI models, but those who scale it the most effectively. Plus, Masayoshi Son talks the future of OpenAI, Softbank partnership.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our c...

Shares of Quantum computing stocks are spiking after Microsoft announced a new Quantum breakthrough yesterday, and Microsoft isn’t the only tech giant betting on the technology. Plus, OpenAI telling CNBC the AI company is saw 400 million weekly active users in February in a major jump since December.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collecti...

AI startup OpenEvidence is now raising a fresh round of capital from Sequoia at a $1 Billion valuation. We look at the latest big funding round in AI healthcare and why investors are increasingly drawn towards the sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Silicon Valley startups have generally been off-limits to the public, cutting ordinary investors out of peak value creation. But now, those rules are getting a second look under President Trump’s new SEC. Plus, Elon Musk’s startup xAI is now showing off its new model called Grok 3, and said the deep research tool is outperforming comparable offerings from OpenAI and China’s DeepSeek. Hosted by Sim...

Big Tech expecting to spend as much as $320B in capital expenditures in 2025, as much as 40% higher than even last-year’s stratospheric spend. We look at how investor sentiment is cooling towards the soaring AI investments.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk adding a new layer to his escalating legal fight with OpenAI and CEO Sam Altman. Plus, Apple is teaming up with Alibaba to bring Apple Intelligence to China as the iPhone maker faces fierce domestic competition.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech executives and world leaders convening in Paris this week to discuss AI, including OpenAI’s Sam Altman, Google CEO Sundar Pichai, French President Emmanual Macron, and Vice President JD Vance. We look at the key takeaways as calls for looser AI regulation grow.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adve...

New Reporting reveals that OpenAI is closer than ever to having their own custom AI chips. We look at what the startup’s push for their own chips reveals about its increasingly complex relationship with Microsoft.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sources telling CNBC’s David Faber that Softbank plans to invest $40B in OpenAI in a deal that would place the generative AI startup at a $300B post-money valuation. We look at the latest sign that big tech is not slowing down on their AI investment post-DeepSeek, and their strategy going forward. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...

The dollar is up nearly 5% over the past six months, causing headwinds for tech giants who make a substantial portion of their revenue overseas. We look at what the shift means and what we’re hearing about it from the Magnificent 7 as they report earnings.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Perplexity CEO and Co-Founder Aravind Srinivas is making the case for why his startup is the best positioned to take over TikTok U.S. operations. Plus, what people get wrong about the difference between DeepSeek the app, and DeepSeek the model as security concerns grow.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for...

Google parent company Alphabet hitting a record high ahead of reporting today even as China hits the tech giant with an antitrust probe. We look at what investors will be looking for in Q4 results, including AI plans as the race for the best AI product rapidly changes shape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data...

OpenAI CEO Sam Altman saying in a Reddit AMA Friday that his company has been ‘on the wrong side of history’ on open source AI as DeepSeek continues to roil the race. Plus, Ontario Premier Doug Ford scraps a Starlink deal as Elon Musk’s companies begin to be targeted in retaliation to Trump’s tariffs.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collecti...

Chinese startup DeepSeek sparking a sell off this week that sent Nvidia and Microsoft shares slipping downward. We look at how even as the new open-source model poses a threat to big tech, major AI companies are quickly embracing DeepSeek’s reasoning model.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks mixed today as the AI trade tries to adjust to a new normal post-DeepSeek. We look at why the AI race will never be the same, and why OpenAI is accusing DeepSeek of training off their models.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says there are very few losers from the breakthrough. Plus, we talk to Kyle Bass about DeepSeek changes the state of the AI arms race between the U.S. and China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about o...

China’s DeepSeek model sent markets reeling Monday as investors digest the impressive performance and reportedly low cost of the advanced large language model. We look at how DeepSeek has skyrocketed to the top of the Apple App store charts, and what consumer adoption of Chinese AI models means for the future.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our...

An AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more cheaply and with less-powerful chips. DeepSeek unveiled a free, open-source large-language model in late December that it says took only two months and less than $6 million to build. CNBC’s Deirdre Bosa interviews Perplexity CEO Aravind Srinivas a...