Afleveringen
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Instead of a comeback, Google’s Gemini AI chatbot and image generator have gone viral for all the wrong reasons – producing inaccurate and offensive responses. The missteps have put Google back on the defensive in the AI race. But the bigger question around Gemini’s roll out is whether it underscores a painful but new corporate reality for Alphabet and CEO Sundar Pichai. Is Google’s culture sabotaging its AI efforts? We discuss both sides after a week where other mega-caps are making strides in AI: Apple’s Tim Cook talks AI strategy; Meta reportedly planning to launch Llama 3; Microsoft announces an investment in Mistral; and Nvidia’s market cap touches $2 trillion.
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The fallout for Alphabet – the stock is now negative for the year as more controversies mount around its AI model Gemini rollout. Some are now calling for a change in leadership.
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Zijn er afleveringen die ontbreken?
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Of course he does! Reddit filed (finally) for its IPO. What it – and the money behind it – say about the state of tech right now.
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Artificial intelligence only entered the mainstream a year ago. But already, two titans of the industry are prophesying trillions of dollars in opportunity. Nvidia chief Jensen Huang is predicting an additional $1 trillion in data centers in the next few years, while OpenAI’s Sam Altman’s chip dream is closer to $7 trillion. This week on Tech Check, we take a deep dive into their trillion-dollar AI visions.
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Bankrupt cryptocurrency exchange FTX has filed a legal motion that would allow the company to sell its nearly 8% stake in one of the buzziest and highly-valued AI startups.
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When tech stocks fell this week, retail investors came in buying.
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Is AI hype outpacing reality… A few signs that perhaps this story will not be as simple as buying the early AI winners like Microsoft, Alphabet, Meta and Nvidia… especially as it plays out in the stock market.
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Jeff Bezos selling Amazon stock for the first time in more than two years. Mark Zuckerberg selling some Meta shares. Today – what insider sales RIGHT NOW could mean for tech at large.
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OpenAI CEO Sam Altman -- now turning his attention to chips… Reportedly looking to raise up to seven trillion dollars for a new semiconductor venture or partnership. This is a question we find ourselves asking a lot – how real is that?
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Google's Bard is now Gemini… What a rename and a rebrand mean for Google’s fight for AI.
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What happened to the Chinese stock market? Alibaba stock price is in a tailspin. The problems are fundamental. The big question – is this an Alibaba problem, or is it a broader proxy for the way China is uninvestable right now?
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Adam Neumann -- the founder of WeWork ousted from the company in 2019 -- is now trying to buy it back out of bankruptcy. Just how real is that?
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Chips… versus the rest of the market. Semiconductors are THE trade of 2024 (Nvidia up 42% YTD btw)… So why aren’t they beating the expectations? Today, truth and fundamentals within tech.
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A big week of tech earnings, and all in all, business remains good. Profitability is increasing. And these giant tech companies – META front and center today, they’re returning a lot of cash to shareholders. Could this be a sign of more to come?
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It’s a two-track IPO market. Why the weakest are going public as the strong stay private.
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Cracks in Google’s dominance… that’s been the fear since ChatGPT stole Google’s mainstream AI moment, and last night, the search giant gave investors reason to worry.
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The six biggest tech stocks are set to grow earnings 54% when they report numbers – Apple, Microsoft, Alphabet, Nvidia, Meta, Amazon. The rest of the S&P 500? The other 494 mature, solid U.S. companies? Their blended average growth is looking like NEGATIVE 10.4%. Today – that divide, this week.
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Big tech earnings this week – we’ll tackle Alphabet. The big focus for 2024: can it prove itself as an AI leader… or is its golden goose, advertising, at risk of disruption? Today: looking for the next great alternative.
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Two tech titans are now duking it out in the headset wars. Apple's Vision Pro and Meta's Quests offer different price points, different specs, and most importantly, different visions of the future of virtual reality. And both have big hurdles to clear. This week on TechCheck, why the headset battle is Apple's to lose.
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Elon Musk. Bret Taylor. Sam Altman… The biggest names in tech, in Silicon Valley, are looking to raise huge sums of money, billions of dollars, to fund the next era of startups.
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