Episodios

  • Trump administration eyes Intel stake - Reports 8/15/25
    Aug 15 2025

    Intel stocks soaring to end the week after news that the Trump administration is considering a stake in the chipmaker. We dig into what the deal would mean and how it came to be just days after Trump called on Intel’s CEO to resign.

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    7 m
  • GPT-5 spurs enterprise AI battle 8/14/25
    Aug 14 2025

    OpenAI’s rollout of GPT-5 came with some bumps for users, but we dig into how the new model could be boosting the company’s enterprise business.

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    5 m
  • China tech's lock-in to Nvidia chips 8/11/25
    Aug 11 2025

    President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We look at why H20s are still considered the industry standard in China, and how competitors are slow to catch up.

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    7 m
  • Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25
    Aug 8 2025

    Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying private for longer and why OpenAI needs to catch up in enterprise. Plus, this weekend is the tenth anniversary of Google's reorganization under parent company Alphabet. Analysts say a break-up could unlock new value.

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    7 m
  • OpenAI launches GPT-5, plus Apple’s diplomat-in-chief 8/7/25
    Aug 7 2025

    OpenAI announcing its highly-anticipated ChatGPT-5 model today – hailing it as its fastest and most useful yet. Plus, Apple getting a tariff exemption after CEO Tim Cook pledged another $100B in U.S. investment.

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    6 m
  • OpenAI eyes $500B valuation deal 8/6/25
    Aug 6 2025

    OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any potential deal.

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    6 m
  • OpenAI launches its first Open Weight models, plus Palantir’s efficiency strategy 8/5/25
    Aug 5 2025

    OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong report, we look at the defense-tech’s efficiency strategy.

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    6 m
  • Tim Cook hints at AI acquisitions 8/4/25
    Aug 4 2025

    Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around could look like, and how acquisitions could be key.

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    5 m