Best Sitting Down With Marissa Podcasts (2024)

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

1h 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

27m 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

9m 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

3d 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

7d 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

4d 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

5d 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

6d 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

7d 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

11d 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

11d 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

13d 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
Ben Lewis & Jon Sockell, Co-Founders of Ensis.ai (AI for GovCon) 20:43

14d ago20:43

20:43

In this episode of Taking Notes with NextGen, host Jon Bassett (Managing Partner at NextGen) interviews Ben Lewis and Jon Sockell, Co-Founders of Ensis.ai, where NextGen Venture Partners is a proud investor. Ensis leverages Generative AI to assist government contractors in responding to Requests for Proposals (RFPs), as well as managing other solic…

1
What’s Next for Uber 5/6/24 5:57

14d 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

17d 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

17d 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

18d 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

23d 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

21d 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

24d 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

24d 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
Episode 7: From Dusk Til Dawn with Dr Zenon Czenze and Ruvi De Mel 43:26

10d ago43:26

43:26

Associated with vampires, the night, and sadly disease, bats get a bit of a bad rap. Diving into the world of these nocturnal hunters and their physiology is Dr Zenon Czenze and PhD candidate, Ruvi De Mel, as they talk all things bats ahead of the upcoming Sci Flicks film - From Dusk Til Dawn. Written by Quentin Tarantino and Robert Rodriguez, the …

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

26d 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

27d 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

28d 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

1M 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

1M 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

1M 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

1M 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

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

1M 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

1M 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

1M 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

1M 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…

1
New Tech Fund for Buzzy Startups, Plus Intel and Google Unveil New Chips 4/9/24 14:48

1M ago14:48

14:48

There's a new fund that now allows retail investors to get in on the hottest tech startups, including Stripe, OpenAI and SpaceX. But it comes with some risk. The Destiny Tech100 fund has soared more than 500% since its launch two weeks ago but is tanking 40% today. We break down the risks and the rewards. Plus, Intel and Google both announced new a…

1
Healthier Capital CEO on Health Care Startups, Plus Taiwan Semi’s CHIPS Act Grant 4/8/24 9:17

1M ago9:17

9:17

After a two-year slump, the health care funding market could finally be picking up as AI gets leveraged in the sector. We speak with Amir Dan Rubin, managing partner and CEO of the VC firm Healthier Capital and former CEO of Amazon-acquired primary care provider One Medical on the state of health care startups and funding. Plus, some of the most ad…

1
Samsung’s Big Chip Investment and Robotics Emerge as Big Tech’s Next Battleground 4/5/24 3:44

2M ago3:44

3:44

Samsung is said to be the latest company to make a big investment in chip manufacturing in the United States. The company reportedly planning to double its total semiconductor investment in Texas to $44 billion, according to the Wall Street Journal. Plus, Move over AI.. robots are emerging as the next big battleground for Big Tech. Apple – is said …

1
Founders Fund Partner Trae Stephens on Tech and IPOs, Plus Google’s Search Evolution 4/4/24 12:18

2M ago12:18

12:18

Trae Stephens is a partner at the prestigious VC firm Founders Fund, co-founder of the defense startup Anduril, and an early Palantir employee. He joins us for a rare interview on investing in defense technology, the thawing IPO market, whether an AI bubble is brewing, and more. Plus, Google’s dominance was built on free products - Gmail, Drive, Ma…

1
Steve Cohen’s AI Predictions 4/3/24 6:34

2M ago6:34

6:34

Despite talks of a bubble brewing around AI, Steve Cohen, Point72 Chairman and CEO and owner of the New York Mets, thinks we have a lot more room to run. He says the markets might actually be discounting what AI’s going to be able to do for companies, and that there’s even more upside as a result of AI. We break down what that might mean for labor …

1
Intel’s Foundry Vision, Plus Salesforce’s AI Chief on New Gen-AI Tool 4/2/24 7:04

2M ago7:04

7:04

There’s so much demand for the $53 billion CHIPS Act, the Biden administration has announced it will scrap funding originally allocated to semiconductor R&D facilities, and instead fund manufacturing hubs like Intel’s. But the funding amount is more like a drop in the bucket in Intel’s longer-term vision for its foundry business. Plus, Salesforce’s…

1
What’s Ahead for Apple after a Tough Quarter 4/1/24 8:03

2M ago8:03

8:03

Apple is coming off a tough quarter. It was one of the worst-performing megacap tech stocks this year, down nearly 12% in the last three months. The negative sentiment from Wall Street continued today, with Loop Capital cutting its 12-month price target on the stock to $170 from $185. But there could be some positive catalysts ahead, including its …

1
Former Yahoo CEO Marissa Mayer on AI Apps, Plus Finding the AI Underdogs 3/28/24 12:12

2M ago12:12

12:12

Former Yahoo CEO and early Google employee Marissa Mayer thinks photo sharing is broken. Her new app Shine uses AI to fix that. We chat with her on the new venture, plus competing with tech giants and LLMs, AI startups, Google’s AI strategy and more. Plus, one Raymond James analyst thinks he’s found the next winners in AI: web tool platforms like G…

1
Return of the Meme Stock? 3/27/24 8:14

2M ago8:14

8:14

A new class of meme stocks has arrived. Trump Media, or DJT, is perhaps the most divorced from fundamentals. The newly-merged SPAC closed yesterday with a nearly $8 billion market cap and is up 17% today. Newly-public Reddit has also been also volatile – up nearly 70% since its IPO but falling 11% today. It all underscores a market that is increasi…

1
Neumann’s Bid for WeWork 3/26/24 6:03

2M ago6:03

6:03

The saga of WeWork continues. Former CEO Adam Neumann is putting in a bid, along with half a dozen financing partners, to buy the now-bankrupt co-working company for more than $500 million, according to CNBC sources. But where is that money coming from, and who are the financing partners that would back Neumann after the high-profile WeWork implosi…

1
Big Tech’s New Regulatory Battles 3/25/24 10:40

2M ago10:40

10:40

The European Union has now launched its first official investigations under its sweeping new competition law, the Digital Markets Act, targeting Apple, Google and Meta in particular. It’s a signal of European regulators going on the offense – identifying so-called gatekeepers and laying out rules to prevent future abuse of market power. But the tec…

1
TechCheck+ Apple Succumbs to the AI Pressure 03/22/24 9:16

2M ago9:16

9:16

Apple's strategy has always been to be the last and best mover. But generative AI is a different beast. Now, the tech giant looks to be scrambling. It's reportedly in talks to outsource key AI features on the next iPhone to one of its biggest rivals, Google, and has released a new Macbook Air it's selling as "the world's best consumer laptop for AI…

1
What the DOJ Missed on Apple, and how Microsoft has Dodged Regulators 03/22/24 8:07

2M ago8:07

8:07

The DOJ filed a historic 88-page suit against Apple, alleging that the tech giant of running an illegal monopoly. But we point out some more questionable allegations in the lawsuit, including the DOJ’s statements around CarPlay and Apple TV+. Plus, though all its megacap peers are currently facing regulatory investigations, Microsoft has somehow do…

1
Reddit’s AI Pitch 3/31/24 8:14

2M ago8:14

8:14

Shares of Reddit are soaring after its debut on the NYSE, as investors look to parse out what the company’s AI proposition really is. Artificial intelligence was a big part of Reddit’s pitch to investors, disclosing that it’s expecting to make around $66 million, or around 7% of its revenue, from a data licensing deal with Google to train its large…

1
Jensen Huang’s Midas Touch 3/19/24 7:18

2M ago7:18

7:18

TechCheck is at Nvidia’s headline developer’s conference, the GTC in San Jose, breaking down the AI ecosystem that CEO Jensen Huang has created. The chip company’s halo effect has reached the public and private markets, with Synopsis, Dell and Cadence higher on the keynote, and a who’s who of generative AI startup darlings speaking at the conferenc…

1
AI Race Leaderboard Reshuffled 3/18/24 5:58

2M ago5:58

5:58

Apple is now reportedly in talks with Alphabet to put Google’s Gemini AI model into iPhones. The partnership could shake up postions in the AI race, potentially acting as a strong rebuke to bears who worried that Google's Gemini large language model is falling short of competitor products. It might also cast doubt on Apple's AI strategy and whether…

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