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Capital spending among the megacaps is now surging as $MSFT $GOOGL and $META all outline plans for tens of billions of dollars a quarter in AI investments. @dee_bosa looks at what's in store for $AMZN as it gets set to report tonight.
The IPO market is "back," according to Colin Stewart, a top Morgan Stanley IPO banker. He expects 10-15 more tech IPOs to come this year, and an even better 2025, especially as the market gets more comfortable with paying for growth again.
Shares of the software maker $RBRK are up about 20% since its debut on the NYSE yesterday. That success is being cheered in Silicon Valley as the latest sign the public market waters are safe to wade into. @Kr00ney reports
At the heart of the battle over TikTok is its algorithm - one that overhauled social media, captivated Gen Z, and continues to engage better than YouTube Shorts or Instagram Reels. But without it, TikTok would be a very different proposition.
Two $GOOGL alumni are among those now turning up the pressure on their former employer - @AravSrinivas of @perplexity_ai and Dario Amodei of @AnthropicAI appeared on CNBC, both leading upstart gen AI native companies with less to lose, taking on the giants
This earnings season, could we see $AMZN and $GOOGL follow $META's lead and issue a dividend or boost buybacks? Free cash flow has jumped across the six megacaps, and though it was hard to imagine Amazon doing so under Bezos, CEO Andy Jassy is a different story.
$GOOGL has been the poster child among big tech for having a more cuddly, open culture. But we're increasingly seeing a tougher Google and Sundar Pichai. In the wake of multi-city protests across the company, he reminded employees in his latest memo that "this is a business."
The AI race is on -- and it's now faster and more competitive than ever. $META says its Llama 3 is the most powerful AI model that's also freely accessible. It's also teaming up with $GOOGL to include search results with its new AI chatbot, Meta AI, to take on ChatGPT.
The latest bottleneck in the AI boom might not be chips anymore - it's energy. Computing for AI requires way more power than traditional data centers, and CEOs including Elon Musk, Andy Jassy and Sam Altman are all sounding the alarm. @KristinaParts reports
Microsoft is investing $1.5B into the UAE-based AI firm G-42. It's just the latest in several foreign AI and cloud investments $MSFT has made, designed to continue its head start in AI and lock up another major customer for its cloud service Azure.
HSBC is making a big call on $AMD today, hiking its price target to imply a 40% upside and arguing in a new note that the stock shouldn’t be overlooked as an AI play. @KristinaParts with the details
It's not just the stock struggles this year that $TSLA and $AAPL have in common. Fundamental parallels also include increased competition from China, reportedly killing major car projects, and highly anticipated events this summer with a lot at stake.
Box is going all-in on AI. The document and cloud management company just crossed $1 billion in annual revenue and still says there's a lot more opportunity ahead. We chat with $BOX CEO @levie on tackling AI regulation, how AI will impact jobs, $GOOGL's AI strategy and more.
With sticky inflation increasing the chances of higher rates for longer, Silicon Valley investors are now paying close attention to what it means for their privately-held portfolios. @Kr00ney on what she's hearing in the Valley
The state of $AMZN speaks to the state of big tech: keeping up with AI competition while keeping costs in check. @Kr00ney breaks down the tightrope that CEO Andy Jassy has to walk, from investing in startups while building models, to M&A while keeping an eye on regulators.
A new leg of the cloud wars has begun - one where access to the best AI models and tools is key - and $GOOGL is now on the offensive. @dee_bosa sat down exclusively with Google Cloud CEO Thomas Kurian on competition, monetization, the partnership with Anthropic, and more.
There's a new fund that now allows retail investors to get in on the hottest tech startups, including Stripe, OpenAI and SpaceX. But it comes with some risk. $DXYZ has soared 500%+ since its launch but is tanking 40% today. @Kr00ney breaks down the risks and the rewards
After a 2-year slump, the health care funding market could finally be picking up as AI gets leveraged in the sector. We speak with Amir Dan Rubin, CEO of the VC firm Healthier Capital and fmr CEO of Amazon-acquired One Medical on the state of health care startups and funding.
Some of the most advanced chips in the world will now be made in America, but by a foreign firm. $TSM - securing $6.6B in subsidies from the CHIPS Act, and $5B in low-cost government loans. But how does that impact American chipmakers like $INTC? @KristinaParts reports
Carl Quintanilla @carlquintanilla
425K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
Jim Cramer @jimcramer
2.1M Followers 698 Following Host of @madmoneyoncnbc and I run the CNBC Investing Club. Follow along and join my mailing list at https://t.co/MiPnDUwQ8r…
Market Rebellion @MarketRebels
319K Followers 380 Following We're on a mission to empower retail traders with the tools they need to succeed.
Squawk Box @SquawkCNBC
469K Followers 1K Following Start your morning with Joe Kernen, Becky Quick, and Andrew Ross Sorkin - Monday through Friday from 6-9a ET on CNBC.
Brian Sullivan @SullyCNBC
164K Followers 2K Following CNBC Anchor 7pm ET. 28 year business journalist. Storyteller. Auto racer. Hokie. Believer in science, data & facts. Question everything.
Becky Quick @BeckyQuick
336K Followers 994 Following Squawk Box on CNBC. Former WSJ reporter & Fortune columnist. Loeb Awards finalist judge. ECNY board. Rutgers grad.
Liz Young @LizYoungStrat
86K Followers 853 Following Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
Guy Adami @GuyAdami
381K Followers 2K Following Co-Founder RiskReversal 📺@CNBCFastMoney Original 🎙@OnTheTapePod NYC 2012 @IronmanTri Proud @Georgetown Alum Former Vice Chair @llsnewjersey Board @mrktcall
Scott Wapner @ScottWapnerCNBC
253K Followers 797 Following Host, CNBC's Halftime Report and Closing Bell; Author of “When the Wolves Bite,” Lover of food and DC sports. Fan of the truth.
Thomas (Tom) Lee (not.. @fundstrat
281K Followers 665 Following @fs_insight Head of Research @CNBC Contributor. FSInsight Premium Service: https://t.co/PnfDpeowuh Wikipedia: https://t.co/8QsXKpzGT7 Alma Mater @Wharton
Sara Eisen @SaraEisen
178K Followers 829 Following @CNBC @Squawkstreet 10am-noon. first love: foreign exchange https://t.co/qXFexFVjsH
CNBC's Fast Money @CNBCFastMoney
451K Followers 2K Following Fast Money with @MelissaLeeCNBC airs weeknights at 5P ET, only on @CNBC. America's post-market show.
Morgan Brennan @MorganLBrennan
60K Followers 3K Following CNBC, co-anchor of @cnbcovertime, formerly @SquawkStreet. Mom & wife. One-time singer. Anthropology enthusiast. Huge foodie. Host of #ManifestSpace podcast
squawksquare @squawksquare
91K Followers 49 Following Squawk 🔲 King of Fighting FUD, day Trader, and HUGE Tesla bull. NOT INVESTMENT ADVICE. TRADE MY TWEETS AT YOUR OWN RISKS.
Bob Pisani @BobPisani
119K Followers 271 Following CNBC Senior Markets Correspondent & Trader Talk Blogger
Dominic Chu @TheDomino
76K Followers 2K Following Senior Markets Correspondent for @CNBC. Now you know & knowing is ½ the battle! Tweets mine, retweets ≠ endorsements.
Squawk on the Street @SquawkStreet
274K Followers 499 Following CNBC's Squawk on the Street, 9a to 11a ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer
Jon Fortt @jonfortt
45K Followers 823 Following Co-Anchor, @CNBCOvertime. Creator, Fortt Knox. Debater, On the Other Hand. Convener, Time Out.
Ivan the K™ @IvanTheK
61K Followers 613 Following Lead Independent Director of Finance Twitter. Portfolio Mangler. Take each tweet with a grain of sea salt. Not opinions of Bridgewater LLC.
bashar @bashar57805072
74 Followers 113 Following
Tomas Jorge @tomasjorge32
655 Followers 5K Following 🇺🇦🇺🇸🇹🇻🇪🇪🇧🇻🇨🇿🇱🇻🇸🇮🇫🇮🇬🇧🇨🇦🇮🇱🇩🇪🇩🇰🇱🇹🇬🇪🇦🇺🇬🇷🇯🇵🇦🇹🇮🇹🇦🇽🇹🇷🇨🇭🇦🇿🇸🇪🇸🇰🇵🇱🏳️🌈🏴☠️
Chris B @CBitoye82981
6 Followers 103 Following Breaking | Building. Founder @ https://t.co/TeTrG5l0CR | https://t.co/dEcBC5gRQN
David Gómez Díaz @Gomez_Manager
316 Followers 739 Following Aresty Scholar of @Wharton @Penn| @egade MBA | Digital Transformation | BigData | Analytics | Marketing | ArtificialIntelligence | MachineLearning |DeepLearning
Jeff Schmidt @JeffSch20249542
54 Followers 230 Following
AedanVi @AedanVi
0 Followers 10 Following Tourbillon Watch Enthusiast⏳ Follow the White Rabbit🐇 White Russian🧊 I'm just a simple man trying to make my way in the universe.🪐 watchdog🕵🏻
Chinwoke @Chinwoke113
23 Followers 335 Following
K @SfKittle
0 Followers 92 Following
MindTeQCapital @anthercules
0 Followers 319 Following
Mohan Rakesh @MohanRakesh197
35 Followers 214 Following Evidence is like a lavish buffet There are evidence for against every available option therapy treatment possibility
James Mirtle @mirtle
169K Followers 7K Following Senior managing editor @TheAthleticNHL @TheAthletic • Podcasting @LeafReport • Kamloopsian 🇨🇦
pharmabro @pharmabroo
61 Followers 317 Following
Amine BENSMINA 🇲�.. @AmineBensm
0 Followers 17 Following
Paula🌻 @paulamoore
786 Followers 3K Following
Nickel Credits @CreditsNickel
203 Followers 218 Following Nickel Production and Nickel Prices #NICKEL #EV #BatteryMetals #NFT #ElectricVehicles #MIFTs #Meteor #AI #AIDisruption #SpaceX #Military $TSLA $NVDA
sasha @Alex_Kriksfeld
140 Followers 229 Following
سالم القطان @salem_alqattan
1K Followers 2K Following عبد من عبيد الله يؤمن برسالة خاتم الانبياء محمد صلى الله عليه وآل بيته الطاهرين .. مقيم في دار الدنيا وسوف يُغادرها متى ما شاء الله (في خدمة المؤمنين)
pra chi @saltypeach13
96 Followers 604 Following
DayTradingNomad @DayTraderNomad1
338 Followers 2K Following Day trader. I like luxury travel, champagne, scotch and steak
Justice Litle @JusticeLitle
51K Followers 1K Following CRO at TradeSmith-I use a “go anywhere” approach to find money-making opportunities. with daily market update I will show you opportunities to make bigger gains
EdithNelly @47in44uGhrGs2H
22 Followers 634 Following
balık @bal10Batu
132 Followers 383 Following
#radhee 😎 😉 @AjtAkshay
121 Followers 247 Following #dashing_cool 😎 #desi_munda😜 # interested in money 💵 #nawab 👑 👑
UNPopular Truth 🇮�.. @LiberalD6TL
2K Followers 886 Following The Future Belongs to Those Who Believe in the Beauty of Their Dreams. #Liberal #Storyteller
LionKing2030 @SaudiLion2030
171 Followers 3K Following G7 Technology Artificial Intelligence Smart Cities Innovations and Patents Space NASA Environment Planet Earth Health English Premier League
Dan Ross @DanRoss411
24K Followers 22K Following Tweet about / share Social Media, Marketing & Business Analysis. Expert in Financial Analysis. Opinions are my own. Wife’s Etsy wreath website below.
MK Muså @MKMuusa
837 Followers 2K Following ⓘ This user is stressed everyday about the future. Photographer @cbsfmug
Aman Batra @itsamanbatra
88 Followers 186 Following ☬ Sikh-Punjabi, Investing📈💰, 🇺🇸conservative/traditional values, Boxing 🥊/Muay Thai 🇹🇭🦵🏽 fanatic, hot yoga dude🧘🏽, constructing the life I planned🙏🏽
Jorge Orvananos - GFR @GFR_Jorge
93 Followers 295 Following Quant Research Think Tank established in 2010. Stock Model uses 4 parameters to analyze the trend of a stock: RISK, LIQUIDITY, POSITIONING, and TECHNICALS.
Murtaza @murtaza2316
258 Followers 1K Following
Amin Shariati @aminshariati
35 Followers 127 Following
multa pecunia (💙,�.. @MultaPecunia
96 Followers 381 Following
Erik McNamara @ErikMcNamara
379 Followers 6K Following
Murali Ramasami @Murali_Ramasami
131 Followers 331 Following Engineer @Cloudera Former employee of @Teradata and @Informatica Learning ceaselessly towards Hadoop, Datawarehouse,BigData,Startups.and Entrepreneurship
King_Jay @JayKing_47
15 Followers 50 Following
Carl Quintanilla @carlquintanilla
425K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
Jim Cramer @jimcramer
2.1M Followers 698 Following Host of @madmoneyoncnbc and I run the CNBC Investing Club. Follow along and join my mailing list at https://t.co/MiPnDUwQ8r…
Becky Quick @BeckyQuick
336K Followers 994 Following Squawk Box on CNBC. Former WSJ reporter & Fortune columnist. Loeb Awards finalist judge. ECNY board. Rutgers grad.
Joe Kernen @JoeSquawk
239K Followers 181 Following Official Twitter account for Squawk Box's Joe Kernen.
Sara Eisen @SaraEisen
178K Followers 829 Following @CNBC @Squawkstreet 10am-noon. first love: foreign exchange https://t.co/qXFexFVjsH
Morgan Brennan @MorganLBrennan
60K Followers 3K Following CNBC, co-anchor of @cnbcovertime, formerly @SquawkStreet. Mom & wife. One-time singer. Anthropology enthusiast. Huge foodie. Host of #ManifestSpace podcast
Bob Pisani @BobPisani
119K Followers 271 Following CNBC Senior Markets Correspondent & Trader Talk Blogger
Dominic Chu @TheDomino
76K Followers 2K Following Senior Markets Correspondent for @CNBC. Now you know & knowing is ½ the battle! Tweets mine, retweets ≠ endorsements.
Squawk on the Street @SquawkStreet
274K Followers 499 Following CNBC's Squawk on the Street, 9a to 11a ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer
Jon Fortt @jonfortt
45K Followers 823 Following Co-Anchor, @CNBCOvertime. Creator, Fortt Knox. Debater, On the Other Hand. Convener, Time Out.
Ivan the K™ @IvanTheK
61K Followers 613 Following Lead Independent Director of Finance Twitter. Portfolio Mangler. Take each tweet with a grain of sea salt. Not opinions of Bridgewater LLC.
CNBC Halftime Report @HalftimeReport
106K Followers 626 Following Real Money, Real Debate. Hosted by @ScottWapnerCNBC. Weekdays, 12-1p ET on @CNBC. Have a question for the Halftime committee? Ask it here: https://t.co/T7tSiwlLrS
Steve Liesman @steveliesman
174K Followers 4K Following CNBC's senior economics reporter. Love the Yankees, fly fishing and The Grateful Dead... and my wife and two boys.
CNBC Now @CNBCnow
782K Followers 54 Following Breaking news, real-time market updates & more from @CNBC.
Seema Mody @seemacnbc
56K Followers 2K Following Global Markets Reporter @CNBC by way London/Mumbai. Beats: travel & industrials. @CFR_org. Born in Oregon. Tweets are my own.
Eamon Javers @EamonJavers
69K Followers 3K Following Eamon is the Senior Washington Correspondent for CNBC. Economy+Politics = News. Leak here: https://t.co/KuQnGAh4TS On Insta: eamon_javers On Mastodon: @eamonjavers
David Faber @davidfaber
280K Followers 526 Following Yes, I've been doing this a long time. No, I don't dye my hair.
Mad Money On CNBC @MadMoneyOnCNBC
553K Followers 1K Following There's always a bull market somewhere, and @JimCramer is here to help you find it. Weekdays on @CNBC @ 6pm EST from the @NYSE.
CNBC International @CNBCi
171K Followers 831 Following From our international HQ in Singapore, Abu Dhabi & London, CNBC International is the leader in business news.
Christina Passariello @cpassariello
7K Followers 2K Following @CNBC SF bureau chief. Ex @WashingtonPost @WSJ. Former @JSKstanford Fellow. Parisian by adoption. Super Bowl halftime show performer.
Kristina Partsinevelo.. @KristinaParts
25K Followers 1K Following @CNBC Nasdaq correspondent with a focus on semiconductors, dance lover, Montrealer & cookie monster. https://t.co/HdjxcR1Wp4
Orlando Bravo @OrlandoBravoTB
39K Followers 342 Following Co-founder of @ThomaBravo and @BravoFamilyFdn. Opinions are my own.
Nicholas Brown @NicholasABrown_
9K Followers 2K Following 18 y/o who posts news, sports, political news, stock mkt news, etc. Seen on @Benzinga, @SquawkCNBC & @YahooFinance. Reporter @Benzinga. Opinions = mine.
Lux Capital @Lux_Capital
42K Followers 459 Following We invest in emerging science and technology ventures that turn sci-fi into sci-fact.
Laura Batchelor @ltbatch
705 Followers 1K Following CNBC field producer, pop-culture fanatic, news junkie, proudly lives in a glass case of emotion.
Roelof Botha @roelofbotha
102K Followers 450 Following @Sequoia partner @PayPal CFO before. Working with entrepreneurs from idea to IPO and beyond: @nateragenetics @Instagram @MongoDB @Square @Unity3D @YouTube
Hugh Son @Hugh_Son
10K Followers 997 Following CNBC reporter , banks + future of money . Served 12 years @business .
Dharmesh Thakker @Dthakker02
1K Followers 156 Following General Partner @ Battery Ventures. Views my own and not those of Battery. No investment advice intended.
Cristiano R. Amon @cristianoamon
48K Followers 883 Following President and CEO of @Qualcomm. Husband and proud father. I share my views about wireless and related technologies. Opinions are mine.
Deena Shakir @deenashakir
32K Followers 2K Following General Partner @Lux_Capital | Investing in 🚀 like @mavenclinic, @alifeivf, @joinsummer, @steadymd, @waymark_care, @tryramp, @triallibrary | mom of 3
Robert Towey @RobertToweyCNBC
126 Followers 82 Following
Rayan Dawud @rayandawud
4K Followers 2K Following Olive oil Arab 🇵🇸 |👨🏻💻by day | Let it be a tale 🍉
Helena Gonzalez @helenacentric
146 Followers 217 Following Producing tings @NBCNews, formerly CNN. Extremely loud, incredibly short. Latina who hates flan 💃🏻
Aaron Levie @levie
2.5M Followers 630 Following Lead Magician (and CEO) at Box (@box); Huge ABBA fan. I don't fully endorse anything I say below. Go ☁
Andy Jassy @ajassy
173K Followers 292 Following Lead Amazon, married and father of two kids, big sports/music/film fan, experienced buffalo wings eater. Go Kraken!
Byron Deeter @bdeeter
21K Followers 505 Following Partner @bessemervp w/@twilio @servicetitan @hashicorp @intercom @guildeducation @procoretech @ncino @silananotech @gainsighthq @canva @docusign
Cathie Wood @CathieDWood
1.7M Followers 400 Following Founder, CEO and CIO @ARKinvest. Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure: https://t.co/chxRD4oWOd
Gary Gensler @GaryGensler
439K Followers 25 Following Father of 3 | 🏃 ⛰️🥾 | 33rd Chair @SECGov | Committed to investor protection, fair markets & capital formation. Disclaimer: https://t.co/lRBNFOA353
Pomp 🌪 @APompliano
1.7M Followers 8K Following Entrepreneur, investor, and lifelong learner. I write a daily letter to 250,000+ investors at https://t.co/tpCu2xhIBx
Spencer Rascoff @spencerrascoff
72K Followers 1K Following @heylibbyai @75SunnyVentures @PacasoHomes @dotLA @queue, @getreconfood, prof @Harvard, BoD @VaroBank, Office Hours pod. Fmr @Zillow @Hotwire
Tim Draper @TimDraper
257K Followers 2K Following Founder of @DFJvc, @drapervc, @Draper_U, @IYS_Org.
Todd Haselton @robotodd
8K Followers 1K Following Deputy technology editor, https://t.co/5RTOLN1Y3s | Lehigh University Alum.
CNBC Disruptors @CNBCDisruptors
10K Followers 654 Following 2024 nominations are officially closed. The 12th annual CNBC #Disruptor50 list will be revealed May 14th!
Kate Rooney @Kr00ney
44K Followers 3K Following @CNBC in San Francisco. Covering Amazon, fintech, payments, crypto, venture capital, occasionally memes. New mom!
Kanyi Maqubela @km
41K Followers 634 Following lover, not-fighter. building and funding startups: @kindredventures
Ruben Harris - rub3nh.. @rubenharris
69K Followers 45K Following CEO @Career_Karma | Helps job training programs find qualified applicants | Breaking Into Startups Pod | Cellist 🎻 | #Bitcoin | Prev @AltSchool @Honor @Hustle
Dan Colarusso @Colarusso42
6K Followers 4K Following Senior VP, News at CNBC. Splitting time between the Cliffs of Englewood and the South of Brooklyn. #LGM. Retweets & Likes=Bookmarks.
steve jang @stevejang
42K Followers 3K Following entrepreneur, now vc | founder & partner @kindredventures | early investor 🌱 @uber @coinbase @humane @perplexity_ai @color @tonal @dydx @ourzora @whisperaero
Joanna Stern @JoannaStern
176K Followers 2K Following 👩🏻💻Senior personal tech columnist @wsj 📺 Contributor @nbcnews + @CNBC 🏆 Emmy winner, technology and family lover
Scott Zamost @scottzamost
3K Followers 797 Following CNBC Senior Investigative Producer. Past: CNN, CBS News, NBC 6 Miami and WPLG-TV. World traveler. Conference speaker and mentor. Email: [email protected]
Deirdre Bosa @dee_bosa
59K Followers 4K Following Pronounced Dear-dra. Anchor & reporter @CNBCTechCheck in SF. Our weekly deep dives at link below. Leafs fan 🇨🇦
Steven Galanis @Mr312
17K Followers 3K Following ἢ τὰν ἢ ἐπὶ τᾶς | co-founder & ceo of cameo @bookcameo | co-owner, @majorleaguepb miami pickleball club | duke alum
Fahiemah Al-Ali @thisfahiemah
3K Followers 375 Following idealist. libra. writer. wanderer. seeker. 312🛸212. lover of music/travel/art/culture/satire. senior multimedia producer @cnbc.
Frank Holland @FrankCNBC
11K Followers 4K Following Correspondent/ Anchor @CNBC @PittTweet Grad @BentleyU MBA @kapsi1911 Nupe. #Philly
Ajit Pai @AjitPai
84K Followers 10K Following Former @FCC Chairman, now Partner at Searchlight Capital Partners. Indian-American, Kansan, dad, fan of Super Bowl 54, 57, 58 champs @Chiefs. I own a big mug.
jungrae @jonraekim
294 Followers 737 Following
Michael Sheetz @thesheetztweetz
185K Followers 557 Following Space Reporter @CNBC | send anonymous tips via Proton to [email protected] or Signal to +1 (201) 730-2511 | pitches [email protected]
If you're in the Bay Area, come see me talk with @Kr00ney about Read Write Own & the future of the internet at @cwclub on Feb 12th. I'll be signing books, too. Info & tix: commonwealthclub.org/events/2024-02… All proceeds (aside from optional book purchase) will go to the non-profit Club.
@dee_bosa @ltbatch @marfgilbert @jaswu_ A true wordsmith!!!
Neumann, old job. 🤌 @ltbatch @marfgilbert @jaswu_
Adam Neumann, the founder of WeWork who was pushed out from the company in 2019, might now be trying to buy it back. But the chances of a return aren't exactly imminent. @dee_bosa reports
Don't believe me, listen to @dee_bosa. x.com/cnbctechcheck/…
A perfect storm is coming for Google Search. Nimbler startups like @perplexity_ai and @browsercompany, $MSFT trying to steal share, its $$$ $AAPL deal and Gen Z turning to younger platforms. Our deep dive this week - is this the end of Google Search as we know it? $GOOGL
@KobeissiLetter @Kalshi x.com/cnbctechcheck/…
Tech job cuts in the last few years were about rebalancing after pandemic over-hiring. But the latest wave, like $GOOGL cutting hundreds of jobs in engineering, product, and hardware, may signal the beginnings of a massive labor shift, enabled by AI itself. @dee_bosa @jrichlive
Learned a lot. Slept significantly less. Think the absolute world of our great and wonderfully talented team. Truly grateful for @PoppyHarlowCNN. Only regret is I couldn’t deliver a different outcome for them. More later, but meantime see y’all in bright & early in the AM.
Ok Vision Pro buyers. Show your Persona. I’ll go first.
Megacap's mega deals-- A virtuous cycle: money out, money back in youtube.com/watch?v=05brNu…
Step aside Sand Hill Road, “MANG” is now the largest VC in town! I dive into the implications of this phenomenon: apoorv03.com/p/mang
“Its use case as a digital currency is further away than ever.” Nice video by @dee_bosa.
#Bitcoin was supposed to be a revolution - democratic, decentralized, bypassing traditional finance. With the arrival of spot bitcoin ETFs though, Wall Street did what it does best. Bitcoin has been subsumed by the very system it aimed to subvert. Our deep dive 👇
I’m thrilled to say I’m joining CNBC next month as SF bureau chief (which also includes LA!). I can’t wait to get started with the fantastic team covering technology - the engine that continues to drive the economy and the markets. And for me, I’m excited to get into broadcast!
@carlquintanilla @axios Highlighted well last week by the great @dee_bosa 😉x.com/CNBCTechCheck/…
Tech job cuts in the last few years were about rebalancing after pandemic over-hiring. But the latest wave, like $GOOGL cutting hundreds of jobs in engineering, product, and hardware, may signal the beginnings of a massive labor shift, enabled by AI itself. @dee_bosa @jrichlive
LISTEN NOW: We're seeing a wave of layoffs to start 2024 at Unity and Twitch, along with some CEO changes at Twilio and Match. Listen and follow the @CNBCTechCheck podcast here: link.chtbl.com/techcheck
LISTEN NOW: OpenAI competitor Anthropic is looking to raise another monster funding round — this time led by Menlo Ventures. Listen and follow the @CNBCTechCheck podcast here: link.chtbl.com/techcheck
this hacker news thread from 2019 on OpenAI's governance structure 👀 news.ycombinator.com/item?id=193599… found by @jaswu_
This week for our long form deep-dive: why big tech companies like Nvidia, Amazon, Microsoft and Alphabet are the new VC investors, especially for AI. MEGACAP’S MEGA DEALS cnbc.com/video/2023/11/…
doing our pod a little different these days more context, more beyond the headline, more @marfgilbert 10 minutes a day, 5 times a week
LISTEN NOW: Airbnb has made a rare acquisition — its first as a public company and only its third ever — in a deal valued at close to $200 million. Listen and follow the @CNBCTechCheck podcast here: link.chtbl.com/techcheck
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