Google announced an expanded partnership with vibe-coding startup Replit that brings the company deeper into the Google Cloud. We sit down with Google Cloud President Matt Renner and Replit CEO Amjad Masad to dig into what the deal means about the future of AI coding boom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Pressure on the AI Agent narrative 12/3/25
Shares of Microsoft under pressure today even after the company pushed back on reporting that the tech giant was lowering AI sales quotas. But it's another piece of the rapidly evolving AI landscape as signs of pressure show over the “AI Agent” narrative. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altman reportedly issuing a ‘code red’ in a memo to employees, asking them to refocus efforts on its core ChatGPT product. The memo could be proof that the once-AI leader’s moat is breached. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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The state of the AI trade: ChatGPT turns three 12/1/25
OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We dig into the themes of the first three years of the AI trade and look to where the trade is going and what's at stake for the likes of the megacap players like Google, Microsoft, Meta and Amazon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google’s Sundar Pichai and Demis Hassabis are voicing doubts. CNBC’s Deirdre Bosa speaks to Josh Woodward, Alphabet’s VP of Google Labs, Dan Niles, founder of Niles Investment Management, and founder of GPU management company Hydra Host Aaron Ginn for more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
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