TechCheck

Steve Kovach, an expert in artificial intelligence, discusses Apple's innovative AI strategy, which offers features included with new products, potentially changing the game for monetization. He analyzes the lack of successful consumer-facing AI applications in the market and ponders if Apple's approach will succeed. The conversation shifts to OpenAI's new Search GPT, a tool that aims to rival Google by providing real-time information, reshaping user searches, and enhancing engagement within its ecosystem.

Come Election Day, the future of big tech won’t be decided by either presidential candidate. Instead, OpenAI co-founder and CEO Sam Altman has emerged as one of the most powerful people shaping AI policy. He’s put on a masterclass in wooing Washington, learning from Mark Zuckerberg and social media’s missteps on the Hill. And he’s turned OpenAI into a lobbying powerhouse, bringing on staff with deep ties to DC like its head of Global Affairs Chris Lehane. But just like when social media was in its early stages, lawmakers don’t have a handle on AI yet as the stakes only grow larger. Can we trust the people behind the curtain? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Alphabet jumped after reporting a big Q3 beat, reporting strong growth in cloud, search and YouTube. But one number you might not have seen yet: over 25% of all new code at Google is generated by AI. We dive into what that could mean for big tech earnings ahead and their push to be more efficient.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big check on AI demand and spending is coming after the bell when Alphabet and AMD both report third-quarter results. Investors are looking to AMD’s print to see how it’s faring in its uphill climb to compete against Nvidia. Alphabet’s capex spending could also be a bellwether for how the rest of big tech earnings will shape up Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As power-hungry tech companies work to fuel AI data centers, the race for nuclear energy is on. Amazon led a $500 million investment into X-Energy, which develops small modular reactors. We spoke with CEO Clay Sell on what’s behind the nuclear craze. Plus, AI startup Sierra just raised a new $175 million in capital, quadrupling its valuation from January to $4.5 billion. We sit down with co-founder Bret Taylor on the age of the AI agents.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet -owned Waymo just announcing a new $5.6B funding round led by its parent company with participation from investors including Fidelity, a16z, Silver Lake and Tiger Global. The robotaxi service has seen daily rides grow ten-fold in the past year, to more than 100,000 weekly paid trips.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chris Lehane, Head of Global Policy at OpenAI, brings a wealth of experience from his time as a political strategist. He discusses the pressing need for AI regulation, urging bipartisan collaboration to ensure its responsible use. Lehane emphasizes the transformative potential of AI policy, comparing it to historic initiatives like the New Deal. He also highlights the importance of public-private partnerships and the need for robust infrastructure to harness AI benefits in sectors like healthcare and education. As AI evolves, he stresses the urgency to rethink governance and societal impact.

Tim Cook's recent visit to China underscores Apple's struggle against local rival Huawei in an increasingly competitive smartphone market. The discussion highlights Huawei's advantages with advanced AI features and system upgrades. The podcast also examines the challenges in chip manufacturing faced by Apple and how consumer preferences are shifting towards more powerful local brands. Additionally, insights on the iPhone 16 upgrade process reveal varying consumer interest in upcoming AI capabilities, reflecting diverse market attitudes.

Would you give AI permission to take over your computer? The startup Anthropic hopes so, unveiling a new "Computer Use" tool that would let its Claude chatbot analyze your computer screen and even act on your behalf, getting control over the cursor, keyboard, browser, calendar and more. It’s the latest move in an escalating battle between megacaps and startups over AI-powered agents, which can help automate tasks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google shares fell on news of an AI reorganization, announcing it’s moving the Gemini Apps team under DeepMind and shifting a search and ads executive to a Chief Technologist role. But investors might be missing the bigger picture – instead of viewing it as an example that Google is increasingly willing to sacrifice some of its search advantages for an edge in AI.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.