Episodes

  • Google promotes “AI Mode” on homepage 7/2/25

    Google promotes “AI Mode” on homepage 7/2/25
    Jul 2 2025

    The talent wars between OpenAI and Meta are drawing headlines but Google is quietly making an AI move that could put the tech giant ahead. We dig into Google’s AI mode and how distribution will be crucial to the next stage of the AI race.

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    4 mins
  • OpenAI raises alarm over Chinese startup Zhipu AI 6/27/25

    OpenAI raises alarm over Chinese startup Zhipu AI 6/27/25
    Jun 27 2025

    OpenAI is warning an emerging Chinese startup that it says is catching up quickly. We dig into how China’s rapid spread of AI infrastructure could be the biggest threat to U.S. AI dominance.

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    8 mins
  • AI’s reasoning blind spot 6/26/25

    AI’s reasoning blind spot 6/26/25
    Jun 26 2025

    Tech stocks continuing to rally this week, the NASDAQ 100 hitting another record high today as AI optimism buoys big tech names. We dig into why the market could be overlooking a major risk propping up the next leg of the AI trade. Check out the full deep dive on CNBC.com/tctakes.

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    8 mins
  • TechCheck Takes: The AI Boom's Multi-Billion Dollar Blind Spot 6/25/25

    TechCheck Takes: The AI Boom's Multi-Billion Dollar Blind Spot 6/25/25
    Jun 25 2025
    AI reasoning models were supposed to be the industry’s next leap, promising smarter systems able to tackle more complex problems. Now, a string of research is calling that into question. In June, a team of Apple researchers released a white paper titled “The Illusion of Thinking,” which found that once problems get complex enough, reasoning models stop working. Even more concerning, the models aren’t “generalizable,” meaning they might be just memorizing patterns instead of coming up with genuinely new solutions. Researchers at Salesforce, Anthropic, and other AI labs have also raised red flags. The constraints on reasoning could have major implications for the AI trade, businesses spending billions on AI, and even the timeline to superhuman intelligence.
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    12 mins
  • Waymo, Uber bring robotaxis to Atlanta 6/24/25

    Waymo, Uber bring robotaxis to Atlanta 6/24/25
    Jun 24 2025

    Shares of Uber surging after opening its robotaxi partnership with Waymo to the public in Atlanta. It comes just two days after Tesla launched its small-scale robotaxi fleet in Austin, we dig into the rapidly expanding race for autonomous taxis.

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    1 min
  • Tesla’s robotaxi debut sends shares surging 6/23/25

    Tesla’s robotaxi debut sends shares surging 6/23/25
    Jun 23 2025

    Tesla rolled out their first limited batch of robotaxis in Austin Texas over the weekend, sending shares soaring. We dig into how the robotaxi race is rapidly expanding, and how that value may be being overlooked in Google and Amazon shares
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    4 mins