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The Silicon Insider | Wave AI Podcast Notes

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.

13 episodes

Episodes

Netflix Stops Counting Subs: Is the Streaming War Finally Over?

00:26:414/17/2026

The End of Non-Competes: Silicon Valley’s New Era of Talent Mobility

00:26:314/10/2026

Meta & YouTube’s Tobacco Moment: The Landmark Addiction Lawsuits

00:18:103/27/2026

NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble

00:23:473/20/2026

Pentagon Picks OpenAI Over Anthropic & How Global Conflict Is Shaking Silicon Valley

00:20:483/6/2026

The AI Land Rush: From Silicon Valley to Stillwater, Oklahoma

00:23:242/13/2026

Claude Co-worker & The Market Bloodbath: Is AI Killing Middle Management?

00:13:592/6/2026

Microsoft’s $357B Crash & The AI "Infrastructure Wall

00:31:171/31/2026

The Billionaire Exodus: Who's Leaving California Over New Taxes?

00:19:371/17/2026

CES 2026: Nvidia, Physical AI, and the Future of Robotics

00:20:461/9/2026