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.
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.
Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with OpenAI's massive $500 billion valuation and the controversy surrounding its new Sora 2 video AI, which raises serious deepfake and copyright concerns. They also cover a rush on Tesla sales, Elon Musk's call for a Netflix boycott, Intel's stock surge after a massive government investment, and Netflix's search for a high-paid AI expert.
This week on The Silicon Insider
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect President Trump's executive order imposing a $100,000 fee for new H-1B visas, sparking debate over whether it benefits large tech companies like Amazon and Meta by locking out smaller competitors. The hosts review the surprising resilience of the US economy, noting the 3.8% GDP growth despite slowing consumer sentiment. A major topic is President Trump's signature on a deal to transfer operational control of TikTok to a consortium of American investors, specifically naming Larry Ellison of Oracle, though the low valuation and China's lack of a signature are questioned. Finally, the hosts cover Amazon's $2.5 billion Prime settlement for alleged consumer deception and discuss a Silicon Valley startup using AI to engineer psychedelics without the hallucinogenic side effects.
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From Oracle's record-breaking stock performance and the market's renewed interest in IPOs, to the potential dangers of AI "friends" and a review of the new iPhone 17, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the recent anti-trust decision against Google and the company's fine for privacy invasion, to Amazon's decision to drop its Prime invite program, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From Intel's strategic position in US chip manufacturing and Nvidia's recent performance, to the AI "arms race" and its potential impact on the job market, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the surprising deal between the Trump administration and Intel, to the ongoing debate about the AI bubble and Meta's AI scandal, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the surprising deal between the Trump administration and companies like Nvidia and AMD, to the resurgence of the crypto market and the ongoing debate about the AI bubble, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.
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Michael S. Malone & Scott Budman
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the ongoing US-China tariff situation and its economic impact, to the successful IPO of Figma and the continued growth of mature companies like Amazon and Meta, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the latest trade deals impacting the stock market and electronics industry, to the Trump administration's AI initiative and its massive energy needs, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From NVIDIA's historic $4 trillion valuation to the controversies surrounding AI on X and Elon Musk's latest moves, they cover it all. Tune in for a candid discussion on the state of the tech industry, the future of AI, and the surprising reasons behind corporate success.
This week Michael S. Malone and Scott Budman discuss the recently passed budget bill, discuss the latest developments in crypto and a new bank forming for the industry, explore Meta's AI recruitment strategy, and analyze Tesla's performance and advancements in self-driving tech. Plus, get their take on the rumored iPhone 17 Pro Max battery life and global trade relations. Tune in for insightful discussions on the intersection of tech, policy, and the economy!
This week Michael S. Malone and Scott Budman discuss the recent Salesforce Ai customer service report and other market updates.
This week Michael S. Malone and Scott Budman discuss mass layoffs, a recap of news from the break and other market updates.
This week Michael S. Malone and Scott Budman discuss Tariffs, trade wars, and other market updates.
This week Michael S. Malone and Scott Budman discuss Jony Ive’s firm partnering with Sam Altman’s OpenAi for $6.5 Billion, Google announcing Ai Mode + XR Glasses and more at I/O 2025, and other market updates.
This week Michael S. Malone and Scott Budman discuss recent news on the new UAE & Trump Backed AI campus and other Tariff updates.
This week Michael S. Malone and Scott Budman discuss the OpenAI board deciding to stay a nonprofit, interest rates, and tariffs.