TechCheck
CNBC
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.
Episodes
Mentioned books
Mar 27, 2026 • 3min
Anthropic Wins Preliminary Injunction in Department of Defense Fight 3/27/26
CNBC’s MacKenzie Sigalos reports the latest news surrounding Anthropic’s legal fight against the Pentagon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 3, 2026 • 2min
U.S. AI infighting and China’s opportunity 3/3/26
Deirdre Bosa, a technology reporter covering Silicon Valley and business, discusses U.S. AI infighting and the rising appeal of Chinese models. She highlights conflicts between labs and the Pentagon. She describes investor skepticism about AI bets. She explains user migration to Chinese models after outages and contrasts U.S. fragmentation with China’s coordinated AI approach.
Mar 3, 2026 • 40min
TechCheck Takes: AI is taking over and there are no guardrails 3/3/26
Alex Bores, former Palantir engineer turned New York state lawmaker who authored the RAISE Act and is running for Congress on AI regulation, talks about agentic AI doing real work. They cover market sell-offs across software and gaming, safety promises being abandoned, Anthropic and Pentagon tensions, state-level laws moving faster than federal policy, and proposals to fund an AI dividend.
Feb 17, 2026 • 7min
China’s Lunar New Year tech showcase, Plus Figma’s Anthropic partnership 2/17/26
China’s tech giants are kicking off the Lunar New Year with a wave of AI and robotics announcements. Plus, what Figma’s new “Code to Canvas” partnership with Anthropic means for the future of Software. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 12, 2026 • 6min
AI’s high-stakes safety divide 2/12/26
The AI race is becoming more polarized as Anthropic donated $20M to a group supporting more AI regulation. We dig into the battle lines being drawn within the industry over the future of AI safety. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
4 snips
Feb 9, 2026 • 9min
AI eroding the software moat 2/9/26
Ali Ghodsi, CEO of Databricks and AI/cloud infrastructure entrepreneur. He discusses Databricks' huge funding, how AI agents are building databases and driving demand, why traditional SaaS moats may shrink, and how agent-driven interfaces let non-technical users query data faster.
Feb 2, 2026 • 6min
Moltbook: Where AI bots socialize 2/2/26
A social media site where only AI agents are allowed is going viral in tech circles this weekend. We dig into "Moltbook" where AI bots are conversing and sharing stories about 'their humans.' Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 28, 2026 • 40min
TechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26
Naveen Rao, an AI hardware and systems entrepreneur who founded Unconventional AI and previously worked at Databricks, joins to unpack China’s hardware pivot. He explains how domestic chips, cheap power and integrated systems are being scaled. They discuss manufacturing workarounds, efficiency vs brute force strategies, and why new compute paradigms matter.
Jan 27, 2026 • 6min
OpenAI to “Dramatically” slow hiring 1/27/26
Deirdre Bosa, tech reporter who analyzes AI trends and hiring shifts, breaks down OpenAI’s plan to dramatically slow hiring. Short takes cover whether the pause is prudent discipline or a precursor to cuts. Discussion touches on investor signals, how AI changes workforce needs, and where new opportunities may arise.
Jan 26, 2026 • 3min
Anthropic brings AI to finance 1/26/26
Discussion of Claude Code’s momentum versus upcoming OpenAI coding upgrades. A demo of Excel integration that automates financial analysis and scenario modeling. Walkthrough of bull, base, and bear scenarios showing AI-driven margin pressure. Conversation about rebuilding workflows with AI-native tools and AI enabling app-building for non-experts.
