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The Silicon Insider

Pacific Light Media
The Silicon Insider
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  • Elizabeth Holmes Seeks Pardon, Vanguard Goes Crypto & Linux Overtakes Windows
    Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with Elizabeth Holmes' audacious social media campaign for a presidential pardon. They discuss the perplexing stock market rally driven by bad jobs numbers and the high volatility caused by a simple rumor about Microsoft and AI. Plus, Vanguard legitimizes Crypto and Google ruins its news app with absurd AI-generated headlines.
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    25:05
  • Big Tech Wins: Meta Beats FTC Antitrust Suit—Amazon is Next?
    The FTC loses its landmark antitrust case against Meta—what does this mean for Amazon and the rest of the Big Tech companies? We also dive into the AI bubble, analyzing NVIDIA's massive 50% growth and the subsequent profit-taking that rocked the market and crypto. Plus, is Elon Musk right about AI ending work and making money irrelevant, or are current economic realities a more accurate predictor of the future?
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    26:02
  • Tesla Stock Drops 10% After Elon's $1 Trillion Payday
    Mike Malone and Scott Budman dissect the week's biggest stories, starting with a review of the volatile stock market, driven by record highs and sudden drops ahead of Nvidia's earnings. They discuss why Michael Burry is ringing the warning bell for "market froth" and analyze a worrying 20% jump in foreclosures. Plus, what does the 10% stock drop after Elon Musk's $1 trillion pay deal mean for Tesla's ambitious future?
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    23:33
  • Google vs. Nvidia in the Chip War: Can Google's TPU Compete?
    Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the potential impact of the FAA government shutdown on Silicon Valley's supply chain. They cover the news of Google challenging Nvidia's chip dominance with its 7th-gen TPU. The main focus is the staggering $1 trillion pay package approved for Elon Musk by Tesla shareholders, and a look at Microsoft's new AI ethical mandate.
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    23:26
  • Nvidia is the First $5 Trillion Company! Soybeans, and the Future of China Tech
    Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the staggering news of Nvidia becoming the first $5 trillion company and the rest of the Magnificent 7 reaching new highs. They break down the surprising US-China trade deal and discuss why Meta's spending caused an 11% stock drop. Finally, they cover Amazon's excellent quarter and the accompanying, cold-blooded announcement of 14,000 layoffs.
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About The Silicon Insider

Join The Silicon Valley Insider Michael S. Malone and special contributor Scott Budman for a weekly deep dive into the latest in business and tech news.
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