エピソード

  • Amazon’s big bet on “Physical AI” 6/6/25
    2025/06/06

    Morgan Stanley calling out Amazon as an “under-appreciated Gen AI winner” over its investments in automation. We dig into how robotics could translate into big savings for Amazon’s core business.

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    7 分
  • TechCheck Takes: Waymo’s co-CEO on 10 million Driverless Rides 6/5/25
    2025/06/05
    Alphabet’s self-driving unit Waymo may not be as loud as Tesla in the autonomous vehicle race, but co-CEO Tekedra Mawakana says that Waymo is the only company that’s operating fully driverless rides at scale - most recently notching 10 million autonomous rides. CNBC’s Deirdre Bosa sits down with her in an exclusive interview at the Google I/O developer conference. Aired on May 21st 2025.
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    20 分
  • How AI “vibe-hacking” could upend cyber security 6/5/25
    2025/06/05

    Anthropic CEO Dario Amodei is warning against a provision in the GOP’s massive reconciliation bill that would ban state AI laws for 10 years. We dig into the growing debate and the newest AI-related threat to cyber security.

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    4 分
  • Tesla FSD crash video highlights the camera vs. lidar robotaxi debate 6/4/25
    2025/06/04

    New footage obtained by Bloomberg reveals the shocking moments before a pedestrian was struck and killed in 2023 by a Tesla using FSD technology. We dig into the camera vs lidar debate as Tesla gets set to launch its robotaxis in Austin this month.

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    8 分
  • AI laws on chopping block in GOP bill 6/3/25
    2025/06/03

    The Senate is getting their turn at the GOP’s massive reconciliation bill, but now state lawmakers are speaking out against a provision buried inside that would tie their hands on AI regulation. We dig into how the controversial rule is reigniting debate on the future of AI.

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    6 分
  • Perplexity AI nears deal with Samsung 6/2/25
    2025/06/02

    Startup Perplexity is close to a deal with Samsung that would make their assistant the default on upcoming devices. We look at what the deal means as AI companies battle to reach more users and become the default chatbot.

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    8 分
  • Zuckerberg & Luckey's Reconciliation 5/30/25
    2025/05/30

    Meta's Mark Zuckerberg and Anduril's Palmer Luckey are now teaming up to make virtual reality headsets for defense military training. But the new venture represents a reconciliation between two tech CEOs who had a complicated last decade and speaks to the new alignments taking shape between Silicon Valley and politics.

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    7 分
  • Nvidia's Inference Growth Engine 5/29/25
    2025/05/29

    China may have been the big headline out of Nvidia's quarter, with 28 mentions on the earnings call, but right behind was inference at 27. It represents the next wave of AI, models that generate responses after getting trained, and could unlock a major new growth engine for Nvidia.

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    5 分