TechCheck

Mar 07 2025 600 ep. 16 mins 435

TechCheck Podcast artwork

Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.

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Google unveils 'AI mode' in search 3/7/25

Mar 07 2025 7 mins

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.

Meet Sesame: The Most Human AI Voice assistant Yet 3/5/25

Mar 05 2025 6 mins

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.

Tech divided over crypto reserve 3/3/25

Mar 03 2025 6 mins

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.

Megacaps enter the Quantum chip race 2/27/25

Feb 27 2025 5 mins

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.

Why AI prices are in a race to the bottom 2/26/25

Feb 26 2025 6 mins

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.

TechCheck Takes: How DeepSeek supercharged AI’s distillation problem 2/25/25

Feb 25 2025 33 mins

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, a

How stricter chip restrictions could backfire to benefit Huawei 2/25/25

Feb 25 2025 5 mins

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.

Distillation and the boom in Chinese tech stocks, Plus Masa Son on Stargate 2/21/25

Feb 21 2025 6 mins

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.

Microsoft’s Quantum breakthrough, plus OpenAI touts user growth 2/20/25

Feb 20 2025 5 mins

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.

Sequoia backs AI health startup 2/19/25

Feb 19 2025 7 mins

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.