Best Cash Levy Podcasts (2024)

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

36m 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

6h 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

3m 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
Social Media Warning Labels, Plus Deepfakes’ Impact on the Election 6/17/24 10:48

3d 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

6d 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
Apple’s AI Edge 6/13/24 7:22

7d 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

9d 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

10d 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

13d 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
Silicon Valley’s Political Shift 6/6/24 8:17

14d 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

15d 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

16d 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

17d 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

20d 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
Software’s AI Nuclear Winter 5/30/24 7:24

21d 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

22d 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

23d 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
Pricing the AI Race & Battle of the Home Smart Speakers 5/22/24 5:18

29d 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

30d 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
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

1M 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

1M 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

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

1M 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

1M 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
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…

1
What Rubrik’s IPO Signals, Plus Where Big Tech is Finding AI Cash 4/26/24 5:51

2M ago5:51

5:51

Shares of the software maker Rubrik are up about 20% since its debut on the NYSE yesterday. That success is being cheered in Silicon Valley as the latest sign the public market waters are safe to wade into. Plus, Alphabet and Microsoft shares are both popping after the companies beat on the top and bottom lines. The tech giants emphasized the growt…

1
The Battle Over TikTok’s Algorithm 4/24/24 6:32

2M ago6:32

6:32

At the heart of the battle over TikTok is its algorithm - one that overhauled social media, captivated Gen Z, and continues to engage them more than copycats like YouTube Shorts or Instagram Reels. But without it, a sale of TikTok would be a very different proposition, and interested buyers like Steve Mnuchin have said that he would rebuild the app…

1
Google Alumni Turn Up the Pressure, Plus Softbank’s Latest AI Push 4/23/24 6:24

2M ago6:24

6:24

Two Google alumni are among those now turning up the pressure on their former employer. Aravind Srinivas of Perplexity and Dario Amodei of Anthropic are both leading upstart gen AI native companies. This time around, they have less to lose and are unafraid of taking on the giants. Plus, Softbank is reportedly now sinking nearly a billion dollars in…

1
Big Tech’s Capital Return Opportunity 4/22/24 6:03

2M ago6:03

6:03

This earnings season, could we see Amazon and Alphabet follow Meta’s lead and issue a dividend or boost buybacks? Free cash flow has jumped across the six megacaps in the last two years, with Nvidia and Amazon seeing the biggest increases. In Amazon’s case, it was hard to imagine the tech giant doing so under Jeff Bezos. But CEO Andy Jassy is frien…

1
Google’s Culture Shift 4/19/24 7:02

2M ago7:02

7:02

Google has been the poster child among big tech for having a more cuddly environment, with kombucha on tap or massuesses on staff. That also applies to what was once an openness for employees to bring social and political causes to work and mix ethics and business. But we're increasingly seeing a tougher Google and CEO Sundar Pichai. In the wake of…

1
The Power Grid’s AI Problem, Plus Meta and Google take on ChatGPT 4/18/24 6:48

2M ago6:48

6:48

: The latest bottleneck in the AI boom might not be chips anymore - it's energy. Computing for AI requires way more power than traditional data centers, and CEOs including Elon Musk, Andy Jassy and Sam Altman are all sounding the alarm. Plus, the AI race is on -- and it's now faster and more competitive than ever. Meta says its just-released latest…

1
Ranking in Silicon Valley 4/17/24 5:37

2M ago5:37

5:37

The practice of stack ranking might be making a comeback in Silicon Valley. Sometimes called “rank and yank,” it’s becoming increasingly popular among tech companies during what’s turning into the multiple years of efficiency, with big tech cutting costs and trimming their workforce. The type of merit-based, competitive culture has been around sinc…

1
Microsoft’s Global AI Lead, Plus AMD’s Bull Case 4/16/24 6:47

2M ago6:47

6:47

Microsoft is making a major investment into the Abu Dhabi-based AI firm G-42 -- $1.5 billion dollars for a minority stake and just the latest in several foreign AI and cloud investments Microsoft has made, designed to continue its head start in AI and lock up another major customer for its cloud service Azure. Plus, HSBC is making a big call on AMD…

1
Apple and Tesla’s Parallels 4/15/24 3:41

2M ago3:41

3:41

Apple and Tesla are the only two stocks in the Magnificent Seven that are still in the red this year, and shares of both are also sinking today on news that Tesla is laying off 10% of its workforce and Apple smartphone shipments are slumping. But it’s not just the stock declines that the two have in common. Some parallels are even more fundamental …

1
Paul Levy - "Undreaming Wetiko" 1:02:42

2M ago1:02:42

1:02:42

A pioneer in the field of spiritual emergence, Paul Levy is a wounded healer in private practice, helping others who are also awakening to the dreamlike nature of reality. His work has gone through three phases: because of his intense interest in dreams (both night dreams and the dreamlike nature of reality), he was first known as "the dream guy." …

1
Box CEO Aaron Levie on AI Regulation, Plus Interest Rates’ Impact on Silicon Valley 4/12/24 9:14

2M ago9:14

9:14

Box is going all in on AI. The cloud management company just crossed $1 billion in annual revenue, and says there’s still a lot more opportunity ahead. We chat with CEO Aaron Levie on how regulators should tackle AI, how AI will impact jobs and hiring, Google’s AI strategy, and more. Plus, with sticky inflation increasing the chances of higher rate…

1
Andy Jassy’s Balancing Act 4/11/24 7:22

2M ago7:22

7:22

The state of Amazon speaks to the state of big tech right now: keeping up with AI competition while keeping costs in check. We break down the tightrope that CEO Andy Jassy has to walk, from investing in startups while building models, to M&A while keeping an eye on regulators.By CNBC

1
TechCheck+ Flow Co-Founder Adam Neumann 4/11/24 13:49

2M ago13:49

13:49

Adam Neumann, former CEO of WeWork, sits down with CNBC’s Deidre Bosa to discuss the launch of his new Florida-based real estate startup, Flow, his bid to buy back WeWork, and more.By CNBC

1
TechCheck+ Google Cloud CEO Thomas Kurian 4/10/24 22:30

2M ago22:30

22:30

A new leg of the cloud wars has begun - one where access to the best AI models and tools is key. On the consumer side, Google’s strategy remains uncertain. But on the enterprise side, Google can afford to go on the offensive, and that’s happening in the cloud. CNBC's Deirdre Bosa sat down exclusively with Google Cloud CEO Thomas Kurian on competiti…

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