TechCheck

Tesla is the worst performer in the Magnificent 7 this year as the feud between President Trump and Elon Musk heats up. We dig into which parts of Musk’s empire could be the most at risk from the fallout.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Meta hitting a fresh all-time high today as it pushes full steam ahead on its AI talent spending spree. We dig into why Zuckerberg is poaching top AI names and how Meta is planning on reaching superintelligence.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI is warning an emerging Chinese startup that it says is catching up quickly. We dig into how China’s rapid spread of AI infrastructure could be the biggest threat to U.S. AI dominance.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks continuing to rally this week, the NASDAQ 100 hitting another record high today as AI optimism buoys big tech names. We dig into why the market could be overlooking a major risk propping up the next leg of the AI trade. Check out the full deep dive on CNBC.com/tctakes.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona...

AI reasoning models were supposed to be the industry’s next leap, promising smarter systems able to tackle more complex problems. Now, a string of research is calling that into question. In June, a team of Apple researchers released a white paper titled “The Illusion of Thinking,” which found that once problems get complex enough, reasoning models stop working. Even more concerning, the models are...

Shares of Uber surging after opening its robotaxi partnership with Waymo to the public in Atlanta. It comes just two days after Tesla launched its small-scale robotaxi fleet in Austin, we dig into the rapidly expanding race for autonomous taxis.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla rolled out their first limited batch of robotaxis in Austin Texas over the weekend, sending shares soaring.  We dig into how the robotaxi race is rapidly expanding, and how that value may be being overlooked in Google and Amazon shares   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 A source confirming to CNBC that  Meta tried to buy Perplexity before the $14.3B deal for Scale AI and its founder Alexandr Wang. Plus, we look at Softbank’s Masayoshi Son is continuing his trend of moonshot bets with a reported proposal to build a $1T AI hub in Arizona.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...

Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator Warren joins us live from Capitol Hill to address President Trump’s criticism of Fed Chair Powell and the conflict in the Middle East. And OpenAI’s Sam Altman is accusing Meta of poaching its staff with 9-figure signing bonuses.  Hosted by Simplecast, an...

One of the longest-standing partnerships in AI could be reaching a breaking point. We look at the souring relationship between OpenAI and Microsoft and why AGI is at the center of it.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Geopolitical turmoil in the Middle East continues to escalate, as U.S. tech firms deepen their ties to Gulf states investing in AI. We dig into how those connections are starting to expose the risks of sovereign AI.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta making its investment in scale AI official. Spending $14.3B for a 49% stake in the company, as CEO Alexandr Wang departs for a role inside Meta. We dig into how tech giants are spending Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI has gone primetime, with a completely AI-generated ad from the prediction platform Kalshi airing last night during the NBA finals. The company says it was created from idea to live in less than 72 hours and cost them less than $2,000 to make. It shows just how fast AI is moving up the value chain and raises new questions around public trust and AI media consumption.  Hosted by Simplecast, an Ad...

A source confirming to CNBC that Meta is spending $15B to obtain a 49% stake in AI startup Scale AI. We dig into why Meta is going big on the deal, and the flurry of AI valuation headlines making news this week.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Researchers at Apple are out with a new paper that throws cold water on the biggest trend in AI right now: reasoning models. Scientists there say that beyond a certain point, the models lose all accuracy. Plus, OpenAI has just hit $10 billion in annual recurring revenue, driven by chatGPT, its consumer business and APIs.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informatio...

Morgan Stanley calling out Amazon as an “under-appreciated Gen AI winner” over its investments in automation. We dig into how robotics could translate into big savings for Amazon’s core business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet’s self-driving unit Waymo may not be as loud as Tesla in the autonomous vehicle race, but co-CEO Tekedra Mawakana says that Waymo is the only company that’s operating fully driverless rides at scale - most recently notching 10 million autonomous rides. CNBC’s Deirdre Bosa sits down with her in an exclusive interview at the Google I/O developer conference. Aired on May 21st 2025. Hosted by...

Anthropic CEO Dario Amodei is warning against a provision in the GOP’s massive reconciliation bill that would ban state AI laws for 10 years. We dig into the growing debate and the newest AI-related threat to cyber security.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New footage obtained by Bloomberg reveals the shocking moments before a pedestrian was struck and killed in 2023 by a Tesla using FSD technology. We dig into the camera vs lidar debate as Tesla gets set to launch its robotaxis in Austin this month.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Senate is getting their turn at the GOP’s massive reconciliation bill, but now state lawmakers are speaking out against a provision buried inside that would tie their hands on AI regulation. We dig into how the controversial rule is reigniting debate on the future of AI.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data...

Startup Perplexity is close to a deal with Samsung that would make their assistant the default on upcoming devices. We look at what the deal means as AI companies battle to reach more users and become the default chatbot.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta's Mark Zuckerberg and Anduril's Palmer Luckey are now teaming up to make virtual reality headsets for defense military training. But the new venture represents a reconciliation between two tech CEOs who had a complicated last decade and speaks to the new alignments taking shape between Silicon Valley and politics.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information...

China may have been the big headline out of Nvidia's quarter, with 28 mentions on the earnings call, but right behind was inference at 27. It represents the next wave of AI, models that generate responses after getting trained, and could unlock a major new growth engine for Nvidia.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of person...

Meta is reportedly shaking up its AI team after months of delays on its latest Llama 4 Behemoth AI model. We look at how Meta is not alone in having model issues, and the reignited debate around slowing AI progress.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump’s threat to slap iPhones with a 25% tariff is just his latest attempt to reshape the global supply chain. We look at how his push for American manufacturing could derail big tech’s move into physical AI.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.