Best Cash Levy Podcasts (2024)

1
TechCheck+ You don’t know Nvidia 6/28/24 7:16

17m ago7:16

7:16

The world has gone crazy for Nvidia -- or at least, Wall Street has. The stock has almost single-handedly lifted the entire market due to its monster valuation and latest, monster quarter. But the largest companies in the world are also typically the most well-known… and Nvidia is far from being a household name. And the last time a tech company wi…

1
Softbank Backs Perplexity at $3B valuation 6/27/24 6:38

12h ago6:38

6:38

The Japanese tech investor Softbank is now backing Perplexity with a $10 million to $20 million fresh round of funding, valuing Perplexity AI at $3 billion and making it one of the most valuable startups in the space. It shouldn’t come as a surprise, since Masayoshi Son and his team have been saying for months now that they’re going on the AI offen…

1
Making Non-Addictive Apps for Kids | Melissa Cash, Pok Pok 1:35:37

1d ago1:35:37

1:35:37

Get Attio, the next generation of CRM: https://bit.ly/AttioThePeel Warp: Don’t let payroll and compliance hold your startup back: visit https://joinwarp.com/peel to get started and receive a $1,000 gift card when you first run payroll. Melissa Cash is the Co-founder and CEO of Pok Pok, a montessori-inspired collection of digital toys that spark cre…

1
TechCheck+ Figma CEO Dylan Field 6/26/24 6:35

1d ago6:35

6:35

CNBC's Dierdre Bosa is at Figma's "Config" Conference in San Francisco with Figma CEO Dylan Field. Following a regulatory block of Adobe’s $20 billion acquisition of Figma last December, the San Francisco software design firm received a $1 billion breakup fee and is forging ahead with product launches and further software partnering with Google.…

1
EU Regulators Take Aim at Big Tech 6/25/24 6:49

3d ago6:49

6:49

Another major antitrust charge is coming out of the European Union today, saying that Microsoft’s bundling of Teams with other software like Office 365 is an unfair distribution advantage. It comes a day after the EU hit Apple with the first charge under the new Digital Markets Act, accusing its App Store policies of violating competition rules. In…

1
Apple’s AI Ecosystem: EU’s DMA Charge and Potential Meta Partnership 6/24/24 7:27

4d ago7:27

7:27

Apple is being hit with the first charge under the EU’s new Digital Markets Act, with regulators accusing the tech giant of preventing app store customers from being steered to customers alternative, cheaper options. It could have key implications for Apple’s AI strategy, as it reportedly holds talks with longtime rival Meta to form an unlikely all…

1
Softbank Back on the AI Offensive 6/21/24 6:31

7d ago6:31

6:31

As Nvidia turns lower today, Softbank's Masayoshi Son expressed regret over selling his shares too soon - a stake that would have been worth $160B today. He also doubled down on the narrative that he's now going on the AI offensive, with a new strategy built around the company’s crown jewel and largest holding, Arm.…

1
Yancey Strickler - Kickstarter, Metalabel & The Future Of The Creator Economy 1:00:43

7d ago1:00:43

1:00:43

Yancey Strickler is a writer and entrepreneur. He’s the Cofounder and Director of Metalabel, Cofounder and former CEO of Kickstarter, and Cofounder of the artist resource The Creative Independent. He’s the author of This Could Be Our Future: A Manifesto for a More Generous World, editor of The Dark Forest Anthology of the Internet, creator of the p…

1
Retail Investors Crowd into the Magnificent 7 6/20/24 5:17

8d ago5:17

5:17

Retail investors have been crowding into a few pockets of big tech, including the Mag 7, Nvidia, and riskier, turbo-charged Nvidia plays through long-leveraged semiconductor ETFs like NVDL and SOXL, according to new data from Vanda. So far, this narrow strategy has been working, with retail outperforming the S&P, but there is risk in being so index…

1
Building boldstart ventures from $1M to $850M with Ed Sim 1:45:15

8d ago1:45:15

1:45:15

Get Attio, the next generation of CRM: https://bit.ly/AttioThePeel Ed Sim is the Founder of boldstart ventures, which partners with bold founders reinventing the enterprise stack at the inception stage. Ed takes us inside the journey building boldstart, from its first $1m fund in 2010 up to $850m in AUM today. Timestamps:(00:00) Intro(03:48) Evolut…

1
Social Media Warning Labels, Plus Deepfakes’ Impact on the Election 6/17/24 10:48

11d ago10:48

10:48

The U.S. Surgeon General is now calling for a warning label to be applied to social media apps, similar to those on alcohol and tobacco products. He says immediate action is needed to protect young people from the potential mental health harms of social media. But the demand would require congressional action, which historically has not acted to cu…

1
TechCheck+ Apple's AI killer is... the iPhone 6/14/24 9:33

14d ago9:33

9:33

Apple has now leapfrogged leaders Microsoft and Google in the high-stakes AI race by promising the first killer use of AI - a true personal assistant, in the form of.... the iPhone. Even the stock, once a laggard, has jumped to historic highs, anchored by Apple's singular combination of hardware, software and data. But its biggest edge over AI devi…

1
Scaling Instacart to $10+ Billion with ex-President Nilam Ganenthiran 1:16:41

14d ago1:16:41

1:16:41

Get Attio, the next generation of CRM: https://bit.ly/AttioThePeel Nilam Ganenthiran is the founder and CEO of Beacon Software. Previously, he was the 12th employee and President at Instacart. We talk tactics for customer research, building customer relationships, balancing strategy and execution, how to serve on and manage a board, what happened w…

1
Apple’s AI Edge 6/13/24 7:22

15d ago7:22

7:22

Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged the leaders. Its edge is its 2.2 billion install base and its focus on making AI usable by integrating it with your personal information. A slew of bullish commentary from the Street is also…

1
Apple’s AI Edge 6/11/24 10:14

17d ago10:14

10:14

Shares of Apple are hitting fresh highs today after showcasing at WWDC that it is not only catching up to the other megacaps, but may actually have leapfrogged the leaders. Its edge is its 2.2 billion install base and its focus on making AI usable by integrating it with your personal information. A slew of bullish commentary from the Street is also…

1
The AI Debut and Backlash Cycle 6/10/24 4:32

18d ago4:32

4:32

Apple just debuting its generative AI system Apple Intelligence, integrated with chatGPT that can look across your apps to retrieve, compile and take action on information. But after some of the other tech giants’ flagship products faced backlash, such as Microsoft’s Recall and Google’s AI Overviews, should Apple proceed with caution?…

1
TechCheck+ Tech for Trump: Silicon Valley investors turn against Biden 6/7/24 10:41

21d ago10:41

10:41

Silicon Valley investors held a mega fundraiser for former President Trump in the heart of San Francisco - what was once an overwhelmingly liberal bastion of America. It’s the most visible sign yet of a growing circle of tech elites switching camps -- and they’re vocal, emboldened and rich. This week on a special edition of TechCheck, we go to Davi…

1
How the Smartest Companies Use AI | Ankur Goyal, Braintrust 1:27:03

21d ago1:27:03

1:27:03

Get Attio, the next generation of CRM: https://bit.ly/AttioThePeel Ankur Goyal is the Founder and CEO of Braintrust, the end to end developer platform for building the world's best AI products. Their customers include companies like Instacart, Zapier, Notion, Airtable, Replit, and more. We hit on the importance of LLM evals, advice for building AI …

1
Silicon Valley’s Political Shift 6/6/24 8:17

22d ago8:17

8:17

A mega-fundraiser for former president Trump is about to kick off in the heart of San Francisco, what was once a liberal bastion of America, and could raise more than $12 million. Hosted by the prominent venture capitalists David Sacks and Chamath Palihapitiya, the event is an example of a growing circle of tech elites now switching camps – turning…

1
Elliott Takes Aim at Softbank… Again 6/5/24 5:34

23d ago5:34

5:34

It worked the first time -- Elliott Management might be hoping the playbook works again. It's now rebuilding a more than $2 billion stake in Softbank and calling for a $15B buyback after pushing successfully for changes in early 2020. At the center of the push is that Softbank as a whole’s market value is far less than the sum of its parts: its 90%…

1
Elon Musk, Sam Altman and the Cult of the Founder 6/4/24 6:44

24d ago6:44

6:44

Elon Musk and Sam Altman are both now facing scrutiny for balancing conflicts of interest with their side ventures. Musk has now seemed to confirm a report that he diverted Nvidia AI chips reserved for Tesla, prioritizing getting them to X and xAI instead, while Altman has a sprawling empire of investments, raising questions of side dealing. The tw…

1
Spotify’s Year of Monetization 6/3/24 6:46

25d ago6:46

6:46

Spotify is hiking prices for the second time in a year, raising a premium individual plan to $11.99 a month. But not all streamflation is the equal. Users are more loyal to audio services than video – plus Spotify’s main competitors are megacaps like Apple and Amazon, which also have other giant businesses that its audio streaming only compliments.…

1
Google Scales Back AI Search Tool 5/31/24 7:16

28d ago7:16

7:16

Google is doing damage control again, this time with its newest AI product. It’s scaling back an AI search tool it had unveiled just a few weeks ago, after users reported getting back questionable and even downright bizarre results. They included suggestions that it was good to eat rocks or to use glue to thicken pizza sauce. But the rollbacks migh…

1
Lessons From 21 Years of VC Fund Investing | Alan Feld, Vintage Investment Partners 1:03:44

28d ago1:03:44

1:03:44

Get Attio, the next generation of CRM: https://bit.ly/AttioThePeelAlan Feld is the Founder and Managing Partner of Vintage Investment Partners. Vintage is one of the largest fund of funds in the world, managing over $4 billion across what is mostly investments into other venture funds, plus some secondary and direct startup investments at the growt…

1
Software’s AI Nuclear Winter 5/30/24 7:24

29d ago7:24

7:24

Salesforce's quarterly revenue miss and weak guidance has sent shares plunging today, as the threat of AI looms over the cloud. Could it be a trend we're seeing across software, or might Salesforce’s subscription-based model just be harder to justify in the coming age of AI, especially compared to consumption-based names that have posted stronger q…

1
OpenAI Board Member Speaks Out 5/29/24 7:18

30d ago7:18

7:18

New details were revealed today around the OpenAI saga that saw CEO Sam Altman ousted and reinstated within a week last fall. A former board member is now speaking out, pointing to a toxic atmosphere, psychological abuse, sketchy safety practices and more. That, along with a flurry of new deals that ChatGPT inked today aligns with the AI darling’s …

1
Elon Musk’s Web of Loyalists Back xAI 5/28/24 6:06

1M ago6:06

6:06

Elon Musk's startup xAI is now valued at $24 billion after raising $6 billion in a fresh round of funding. The new raise is backed by a web of Musk's most loyal insiders – including venture capitalists like Andreessen Horowitz and Sequoia, who also invested in his acquisition of X, but also includes institutional support from Fidelity and some new …

1
Fixing The Maternal Health Crisis with Anu Sharma at Millie 58:37

1M ago58:37

58:37

Get Attio, the next generation of CRM: https://bit.ly/AttioThePeel Anu Sharma is the Co-founder and CEO of Millie, building a better care system from the inside out. Our conversation covers the existing maternal health system, how Millie is reinventing it, and how to succeed building a healthcare company. Timestamps:(00:00) Intro(03:16) Problems in…

1
Pricing the AI Race & Battle of the Home Smart Speakers 5/22/24 5:18

1M ago5:18

5:18

CNBC’s Dierdre Bosa discusses the AI profit motives behind companies investing all into AI and the latest news on Amazon, home smart speakers, and more.By CNBC

1
AI Competition Heating Up 5/21/24 11:07

1M ago11:07

11:07

CNBC’s Deirdre Bosa discusses the latest news on monetizations towards AI features and China’s AI competition. Plus, Brent Thill, software and internet research analyst at Jeffries, shares his reaction to Microsoft’s developer conference, the company’s approach to AI, and more.By CNBC

1
Microsoft & Departures from OpenAI 5/20/24 6:26

1M ago6:26

6:26

CNBC’s Deirdre Bosa breaks down the latest news on executive departures from OpenAI, big tech, AI plans, and more.By CNBC

1
Gen AI Startups Get Corporate 5/17/24 10:09

1M ago10:09

10:09

Gen AI startups are growing up -- through both the underlying tech as we saw with OpenAI’s demo of GPT-4o and Google’s showcase of Gemini and Project Astra, but also the composition of the companies themselves. Recent executive moves and hires are showing how AI startups are now focusing more on products, monetization and commercialization.…

1
Age of the AI agents: OpenAI’s GPT-4o and Google’s Project Astra, plus an exclusive sit-down with Google CEO Sundar Pichai 5/17/24 19:07

1M ago19:07

19:07

AI has moved into a new era – from chatbots to AI agents capable of having instantaneous, real-time conversations as showcased by Microsoft-backed OpenAI’s GPT-4o and Google’s Project Astra. The news -- bullish for Nvidia and over chipmakers, but Meta, Amazon, Apple and other megacap tech names will have to step up to the plate soon. We break down …

1
Walmart Takes a Page From Amazon, Plus AI Agents’ Impact on Education Tech 5/16/24 7:57

1M ago7:57

7:57

Shares of Walmart continue to be one of the top S&P performers today, rallying after beating quarterly earnings and revenue estimates while also posting big gains in e-commerce. Could its online shopping gains now threaten the e-commerce king, Amazon? Plus, OpenAI’s debut of its more conversational, real-time GPT-4o model have investors now asking …

1
Aaron Levie | The $1 Trillion AI Opportunity, Stories From Early Days of Box 58:59

1M ago58:59

58:59

Get Attio, the next generation of CRM: https://bit.ly/AttioThePeel Aaron Levie is a co-founder and the CEO of Box. This conversation covers opportunities in AI, the early days of Box, and lessons Aaron's learned on his founder journey. Timestamps(00:00) Intro(03:11) Why ChatGPT was an iPhone moment(04:37) Advice for large companies incorporating AI…

1
Google’s AI Search Overhaul 5/15/24 9:41

1M ago9:41

9:41

Google is now fully integrating generative AI into search, overhauling the 10 blue links we’ve known for decades. Deirdre Bosa spoke to Google CEO Sundar Pichai and Google’s head of search Liz Reid on what this change will mean for advertisers, publishers, and consumers.By CNBC

1
TechCheck+ Alphabet CEO Sundar Pichai 5/14/24 10:39

1M ago10:39

10:39

Alphabet CEO Sundar Pichai joins CNBC’s Deirdre Bosa at Google I/O developer conference to talk its new AI rollout, project Astra, its response to OpenAI’s search competitor and more.By CNBC

1
OpenAI Front-Runs Google 5/13/24 5:28

2M ago5:28

5:28

OpenAI unveiled its new flagship AI model GPT-4o today that it says brings GPT-level intelligence to everyone, including free users. The event now raises the stakes for Google’s all-important developers’ event tomorrow, Google I/O, where the tech giant is set to outline its latest advancements in AI. Google has in the past been relatively slow to r…

1
TechCheck+ Google’s AI Hope: Demis Hassabis 5/10/24 9:23

2M ago9:23

9:23

Google has been consolidating its AI efforts and power around one man: Demis Hassabis. As one of the most respected leaders in the space, the DeepMind co-founder has a track record of critical AI breakthroughs. But can an academic also pave the way for Google's genAI commercialization and monetization? Hassabis is the key to Google's lead in AI but…

1
The Case for Staying Private 5/9/24 7:02

2M ago7:02

7:02

Money is continuing to flow into AI startups in the private market, with new reports of funding deals for Elon Musk’s xAI at a $18 billion valuation and the French AI startup Mistral’s valuation tripling to $6 billion. It signals that companies that can raise money in the private markets will continue to do so, especially as the kind of scrutiny th…

1
Elad Gil on Conviction, AI, Biotech, Ambition, Speed of Execution, and Non-Obvious Startup Advice 1:17:15

2M ago1:17:15

1:17:15

Warp: Don’t let payroll and compliance hold your startup back: visit https://joinwarp.com/peel to get started and receive a $1,000 gift card when you first run payroll.Get Attio, the next generation of CRM: https://bit.ly/AttioThePeelElad Gil is the founder of Color Genomics and Mixer Labs, which he sold to Twitter, and an early investor in iconic …

1
Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24 7:50

2M ago7:50

7:50

Stanley Druckenmiller says rate cuts should be entirely off the table and that the Fed fumbled the football on the 5-yard line with the game on the line. We’ll look at the path forward for the Fed. Plus, Disney nearly broke even on streaming, but missed revenue estimates for a fourth consecutive quarter. We’ll ask Oscar-winner Brian Grazer about th…

1
What’s Next for Uber 5/6/24 5:57

2M ago5:57

5:57

Uber had a banner year in 2023 – profitability turned a corner, S&P inclusion, and it became free cash flow positive. But what’s next for the stock, especially as it has underperformed other gig names in the last three months? Uber, Lyft, and Airbnb are all set to report quarterly results this week for a check on the gig economy. We take you throug…

1
Chinese Stocks Stage Comeback 5/3/24 5:30

2M ago5:30

5:30

Hong Kong’s Hang Seng Index was the world’s best-performing major stock market in April and has continued to move up another 5% this week. It may be part of a broader market theme, the unwinding of the “long AI, long Japan, short China” trade, but China is a world leader in AI research too, according to a new study from Georgetown University.…

1
TechCheck+ Tesla’s big gamble: Full Self-Driving in the wild 5/3/24 11:51

2M ago11:51

11:51

Full Self-Driving, or FSD, is one of the most controversial parts of Elon Musk’s Tesla strategy, with regulators calling the branding misleading and dangerous. But love it or hate it, Tesla has unleashed FSD, with a free trial for millions of U.S. drivers. That means more data -- an essential component to any company trying to develop autonomous dr…

1
Google’s Next Challenge 5/2/24 5:54

2M ago5:54

5:54

Closing arguments began today in the landmark antitrust case between the DOJ and Google. But what may ultimately matter more than the ruling is the damage already done to Google's market position, especially around generative AI vulnerabilities and progress. The fear is that under the pressure of regulators, Google has been hesitating or second-gue…

1
How to Build a Biotech with Celine Halioua at Loyal 1:06:25

2M ago1:06:25

1:06:25

This episode is brought to you by Warp. Don’t let payroll and compliance hold your startup back: visit https://joinwarp.com/peel to get started and receive a $1000 gift card when you first run payroll. Celine Halioua is the founder and CEO of Loyal, a biotech company developing medicine to help dogs live longer and healthier lives. And dogs are jus…

1
Megacap Capex Soars in AI Ramp Up 4/30/24 6:52

2M ago6:52

6:52

Capital spending among the megacaps is now surging as Microsoft, Google and Meta all outline plans for tens of billions of dollars a quarter in AI investments. We dig into what’s in store for Amazon as it gets set to report tonight.By CNBC

1
Top Morgan Stanley Banker on IPO Pipeline 4/29/24 8:36

2M ago8:36

8:36

The IPO market is "back," according to Colin Stewart, a top Morgan Stanley banker who led the Reddit and Astera Labs debuts. He expects 10-15 more tech IPOs to come this year, and an even better 2025, especially as the market gets more comfortable with paying for growth again. We chat with him about startup valuations, how the presidential election…

1
TechCheck+ The reinvention of Mark Zuckerberg 4/26/24 12:29

2M ago12:29

12:29

Over the past year, Mark Zuckerberg has transformed Meta - and himself. He has gone from a brash young CEO to trained MMA fighter, and a trendsetter with his fur jackets and chains. And thanks to his year of efficiency and stellar stock performance, he's now a Wall Street darling, with Meta outperforming Apple and Alphabet, trailing only Nvidia amo…

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Cash Levy Podcasts

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