The Silicon Insider

This week Michael S. Malone and Scott Budman discuss Apple's massive AI push, grid lockouts, and the new rules of tech talent retention. Mike Malone and Scott Budman break down the biggest takeaways from WWDC 2026, the shift to on-device neural processing, and why power grids are bottlenecking cloud infrastructure. Plus, an inside look at how specialized engineers are rewriting corporate compe...

From shifting enterprise budgets to the physical limits of hardware innovation, Mike Malone and Scott Budman dissect the latest tectonic movements in tech. We dive into how enterprise software companies are justifying AI investments, the newest manufacturing pivots, and why micro-architecture efficiency is becoming the industry's highest priority. Plus, an inside look at the changing layout of Sil...

Amazon wins big, but Tesla’s Supercharger team is gone. Mike Malone and Scott Budman break down the **$2 trillion AWS comeback**, Elon Musk’s latest "hardcore" layoffs, and why the FTC won't let **Microsoft and Activision** just move on. Plus, are we finally hitting peak AI hype?

Dividends, buybacks, and a TikTok ban—Big Tech is changing the rules of the game. Mike Malone and Scott Budman break down **Alphabet’s historic dividend**, Microsoft’s AI dominance, and why the **TikTok "sell or ban" bill** is finally becoming a reality. Plus, we look at the physical limits of AI: why power and cooling are the new gold.

From Google's $2 billion Malaysia play to the "end" of the Netflix subscriber era, Mike Malone and Scott Budman dissect the week's biggest tech headlines. We explore why nuclear energy is the new AI fuel, the geopolitical shift in Southeast Asia, and why your favorite streaming giant is hiding its numbers. Plus, a look at the Silicon Valley real estate recovery.

From Tesla's profit plunge to the end of non-competes, Mike Malone and Scott Budman break down the forces reshaping the Valley. We dive into Elon Musk’s robotaxi pivot, why laid-off engineers are finding jobs faster than ever, and Microsoft's billion-dollar chess move in the Middle East. Plus, what does the FTC's non-compete ban mean for your next startup?

Is this the "tobacco moment" for social media? Mike Malone and Scott Budman break down the multimillion-dollar verdicts against Meta and YouTube over platform addiction. We dive into the legal shift from "content" to "design," the "smoking gun" internal emails, and why Google’s new chip breakthrough might just save Moore's Law and the power grid.

From NVIDIA's trillion-dollar dreams to the surging "AI memory" bubble, Mike Malone and Scott Budman break down the biggest week in Silicon Valley history. We dive into the $1 trillion revenue forecast, the end of interest rate cuts, and why Uber is betting $1.25 billion on Rivian while Tesla faces a major software recall. Plus, is Bitcoin's slide under $70k a warning for speculative investors?

In a week defined by war and shifting alliances, Mike Malone and Scott Budman break down the Pentagon's pivot from Anthropic to OpenAI and the surging $80 oil crisis. We explore why tech giants are now offering to pay for town power grids and the new AI chip export rules that could change global trade forever. Is America heading toward a dangerous era of isolationism, or is this the only way t...

From a 50,000 Dow to a 600-point slide, Mike Malone and Scott Budman break down the week's market madness and the viral "Cassandra" essay shaking investor confidence. We look at the AI land rush transforming rural Oklahoma and the Silicon Valley backyard, plus Anthropic's $30 billion bridge to a massive IPO. Is AI about to take your job, or just give you a better way to start a c...

Is the AI bubble about to burst? Mike Malone and Scott Budman dive into the market bloodbath triggered by Anthropic's Claude Co-worker and the growing skepticism over Amazon's $200 billion AI bet. Plus, we look ahead to the Super Bowl LXI ad wars as OpenAI, Google, and Amazon compete for dominance in the first "AI Super Bowl.”

Mike Malone and Scott Budman discuss the massive Microsoft stock plunge, Apple's surprising earnings, and the future of AI-powered hardware designed by Jony Ive. They dive into the $5,000 gold boom, the "unreliable" leadership of Mark Zuckerberg, and why Elon Musk is killing off legendary Tesla models to make room for robots. Plus, an inside look at how autonomous driving is winning...

Mike Malone and Scott Budman explore the $250 billion semiconductor deal between Taiwan and the U.S. and what it means for the future of AI. They dive into OpenAI's massive expansion across 16 states and debate the controversial California billionaire tax that's driving tech icons out of the state. Is this the end of the Silicon Valley "pipeline," or can the region survive the exodus of its wealth...

Mike Malone and Scott Budman break down the biggest trends from CES 2026, focusing on the rise of physical AI and Nvidia's massive influence. They explore the latest in robotics, from laundry-folding bots to stair-climbing vacuums, and discuss how drone warfare is accelerating consumer tech. Finally, they honor the legacy of inventor and winemaker Tom Fogarty. Have a great weekend, and don&#39...

Mike Malone and Scott Budman dissect the week's biggest tech and economic stories, starting with a look at the new inflation numbers and what they mean for holiday spending. They discuss the massive crash in Oracle's stock, the growing AI energy crisis, and the Trump family's move into fusion power. Plus, a sobering look at a new report on children using AI for violent roleplay.

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with Elizabeth Holmes' audacious social media campaign for a presidential pardon. They discuss the perplexing stock market rally driven by bad jobs numbers and the high volatility caused by a simple rumor about Microsoft and AI. Plus, Vanguard legitimizes Crypto and Google ruins its news app with absurd AI-generated hea...

The FTC loses its landmark antitrust case against Meta—what does this mean for Amazon and the rest of the Big Tech companies? We also dive into the AI bubble, analyzing NVIDIA's massive 50% growth and the subsequent profit-taking that rocked the market and crypto. Plus, is Elon Musk right about AI ending work and making money irrelevant, or are current economic realities a more accurate predic...

Mike Malone and Scott Budman dissect the week's biggest stories, starting with a review of the volatile stock market, driven by record highs and sudden drops ahead of Nvidia's earnings. They discuss why Michael Burry is ringing the warning bell for "market froth" and analyze a worrying 20% jump in foreclosures. Plus, what does the 10% stock drop after Elon Musk's $1 trillion...

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the potential impact of the FAA government shutdown on Silicon Valley's supply chain. They cover the news of Google challenging Nvidia's chip dominance with its 7th-gen TPU. The main focus is the staggering $1 trillion pay package approved for Elon Musk by Tesla shareholders, and a look at Microsoft&#39...

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the staggering news of Nvidia becoming the first $5 trillion company and the rest of the Magnificent 7 reaching new highs. They break down the surprising US-China trade deal and discuss why Meta's spending caused an 11% stock drop. Finally, they cover Amazon's excellent quarter and the accompanying, col...

Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with OpenAI's massive $500 billion valuation and the controversy surrounding its new Sora 2 video AI, which raises serious deepfake and copyright concerns. They also cover a rush on Tesla sales, Elon Musk's call for a Netflix boycott, Intel's stock surge after a massive government investment, and Netflix...

This week on The Silicon Insider

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect President Trump's executive order imposing a $100,000 fee for new H-1B visas, sparking debate over whether it benefits large tech companies like Amazon and Meta by locking out smaller competitors. The hosts review the surprising resilience of the US economy, noting the 3.8% GDP growth despite slowing consumer...

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From Oracle's record-breaking stock performance and the market's renewed interest in IPOs, to the potential dangers of AI "friends" and a review of the new iPhone 17, they cover it all. Tune in for a candid discussion on the state of the tech industry, the fut...

Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the recent anti-trust decision against Google and the company's fine for privacy invasion, to Amazon's decision to drop its Prime invite program, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surpris...