TechCheck

Tesla just keeps cutting prices. A sign of strength or weakness? And Walmart is selling Bonobos for much less than it bought it for. What that says about its e-commerce ambitions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon CEO Andy Jassy published his letter to Amazon shareholders this morning – we parse some of the messages and themes that’ll play out for the rest of 2023 and beyond. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warner Brothers and Discovery combining HBOMax and Discovery+ and naming it… Max? Inside WBD’s new streaming service. Plus – the difference between a solid-state button and physical button, why some people love physical buttons, why iPhone might stick with them, and why that’s tanking one hardware company’s stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about...

CNBC’s Steve Kovach and Kristina Partsinevelos report on demand fears from top technology producers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla sits down with Scott Z. Burns, the creator, EP, and showrunner of 'Extrapolations' on Apple TV+ for a long-ranging conversation on how the star-studded series is reimagining climate change storytelling. He shares how teaming up with Al Gore on 'An Inconvenient Truth' influenced his filmmaking journey, how he curated an A-list cast, and why he feels Hollywood has an obligation to p...

Chamath Palihapitiya released his annual investor letter. His SPACs and public investments have cratered. Where to look for lessons in that performance and what he’s doing now. Plus – the overall rally in tech stocks: where are we in the cycle? And lawmakers meet with big tech companies. At stake? China, setting up what could be one of the major fault lines in the US economy over the next decade....

Ari Emanuel & Vince McMahon. WWE & UFC. Apple & Major League Soccer? A whole lot of investors, owners, CEOs and companies are betting that the value of televised sports is going up. It’s in limited supply. What Endeavor’s deal to pull WWE & UFC together tells us about media valuations and where things are headed for the tech companies trying to get involved. Hosted by Simplecast, an AdsWizz compan...

AI is redrawing the lines of competition in big tech. Today it's Google going after Nvidia, arguing its supercomputers / computing capacity is faster (and, attention ESG investors, greener). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ari Emanuel and Endeavor are buying the WWE and merging it with UFC. We break down the math. Plus the most 2023 VC deal of 2023 -- investing in investing in t-bill management. Why a bunch of high-growth investors are excited about a 5% yield product and backing Zamp Finance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data...

First Alibaba, now JD.com – why some of the largest Chinese tech companies are splitting up, preparing for spin-offs and IPOs of parts of their business, and what that tells us about the Chinese market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today the CFTC sues Binance, CEO CZ and other members of management, arguing they “have failed to properly supervise Binance’s activities and, indeed, have actively facilitated violations of U.S. law.” Oops. Plus – Elon Musk says Twitter is now worth $20 Billion after buying it for $44 Billion six months ago, the AI chatbot battles chapter 598477556, and the TikTok rally. Hosted by Simplecast, an...

Is there a bubble already brewing in VC? A billion dollar valuation for a pre-revenue AI company, backed by Andreessen Horowitz. Or maybe, this time it's different... And how the rally in tech stocks is all Apple and Microsoft, and maybe a bit of Nvidia too. What does that concentration signal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collecti...

What happened to Amazon’s stock? It’s underperformed the S&P and its big tech peers since the start of 2020. The answer lies in what happened to its profitability during that time frame. The company grew sales, grew headcount, grew its physical footprint, and for a time, grew its share price… But profits never materialized, and investors care in 2023. Hosted by Simplecast, an AdsWizz company. See...

Tech has outperformed in 2023, but Chinese tech stocks have been sitting out this rally. The $KWEB is down 8% this year. Plus – AI announcements today from Nvidia, Google and Adobe. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tiger Global is reportedly writing down its venture portfolio – marking to market some of those massive unicorn investments it made before the market for tech companies and valuations tumbled. But by and large, private valuations have been able to stay in a land of make-believe, as recent IPOs and SPACs get whacked. And Crowdflare says hacking attempts are on the rise because of, yes, the turmoil...

Investors in Silicon Valley Bank were wiped out; depositors were saved. But what about the investors in Silicon Valley? We look at how VCs were the major beneficiaries of the SVB backstop as the companies that they invest in and rely on for their returns survived. What comes next for those VCs and startups now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our...

Why are tech stocks rallying in the face of bank crises and broader market uncertainty – yields. Bad news is back to being good news for high-growth tech companies, at least when it comes to share price. And what exactly would a TikTok ban – or spinoff – look like, and is it even possible. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection an...

Stocks fell sharply on Wednesday – we look at how investing in tech has changed post-SVB. Plus – Foxconn has a warning for investors, and is planning a move outside of China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Carl Quintanilla sits down with Jon Favreau – creator, executive producer, and writer behind "The Mandalorian" as it enters its third season on Disney+. The two discuss the challenges of reimagining the "Star Wars" universe for devoted and new fans alike and how audience feedback enriches the storytelling process. Favreau also opens up about his experience working with Disney, Bob Iger's re...

Inside Mark Zuckerberg’s decision to lay off another ten thousand employees at Meta Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack Henry CEO David Foss discusses how the SASS operator supports regional banks and how the fallout from Silicon Valley Bank's collapse could change the banking industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech moved decidedly higher Monday following the U.S. government’s decision to backstop Silicon Valley Bank’s depositors – why, what that tells us about tech investors, and what comes next. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Julia Boorstin is on the red carpet ahead of Sunday’s Oscars with an expert cast to talk all things media, streaming & moviegoing. Julia spoke with Gail Berman, producer of Oscar nominated “Elvis” along with Jackie Brenneman from The Cinema Foundation and Matthew Belloni from Puck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and...

A run at Silicon Valley Bank, a failure and the regulators take over. Inside the fallout of a major bank seizing up, and how it will ripple through the market, through tech, through the investment landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mark Zuckerberg has promised this is the “year of efficiency” – out is the metaverse, in are cost cuts, focus, discipline. But one noted tech investor says it’s about more than just righting the cost structure of the business and cutting some payroll – it’s about repositioning the company to take advantage of the next great wave of computing. Couldn’t do this and not mention A.I. once. Can Zuckerb...