The Silicon Insider

Mike Malone and Scott Budman dissect the week's biggest tech and economic stories, starting with a look at the new inflation numbers and what they mean for holiday spending. They discuss the massive crash in Oracle's stock, the growing AI energy crisis, and the Trump family's move into fusion power. Plus, a sobering look at a new report on children using AI for violent roleplay.

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?

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 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.

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 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.