Podcast
The Silicon Insider
Hosted by Pacific Light Media · EN
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.
15episodes
Episodes
Newest firstAll episodes
Amazon’s AWS Comeback: The $2 Trillion AI Ad Machine
3w ago00:22:48Tap to summarizeAmazon wins big, but Tesla’s Supercharger team is gone. Mike Malone and Scott Budman break down the **$2 trillion AWS comeback**, Elon Musk’s latest "hardcore" layoffs, and why the FTC won't let **Microsoft and Activision** just move on. Plus, are we finally hitting peak AI hype?
Transcribe →Alphabet’s First Dividend & Big Tech’s AI Spending Spree: Is the Infrastructure Boom Sustainable?
4w ago00:24:58Tap to summarizeDividends, buybacks, and a TikTok ban—Big Tech is changing the rules of the game. Mike Malone and Scott Budman break down **Alphabet’s historic dividend**, Microsoft’s AI dominance, and why the **TikTok "sell or ban" bill** is finally becoming a reality. Plus, we look at the physical limits of AI: why power and cooling are the new gold.
Transcribe →Netflix Stops Counting Subs: Is the Streaming War Finally Over?
Apr 1700:26:41Tap to summarizeFrom Google's $2 billion Malaysia play to the "end" of the Netflix subscriber era, Mike Malone and Scott Budman dissect the week's biggest tech headlines. We explore why nuclear energy is the new AI fuel, the geopolitical shift in Southeast Asia, and why your favorite streaming giant is hiding its numbers. Plus, a look at the Silicon Valley real estate recovery.
Transcribe →The End of Non-Competes: Silicon Valley’s New Era of Talent Mobility
Apr 1000:26:31Tap to summarizeFrom Tesla's profit plunge to the end of non-competes, Mike Malone and Scott Budman break down the forces reshaping the Valley. We dive into Elon Musk’s robotaxi pivot, why laid-off engineers are finding jobs faster than ever, and Microsoft's billion-dollar chess move in the Middle East. Plus, what does the FTC's non-compete ban mean for your next startup?
Transcribe →Meta & YouTube’s Tobacco Moment: The Landmark Addiction Lawsuits
Mar 2700:18:10Tap to summarizeIs this the "tobacco moment" for social media? Mike Malone and Scott Budman break down the multimillion-dollar verdicts against Meta and YouTube over platform addiction. We dive into the legal shift from "content" to "design," the "smoking gun" internal emails, and why Google’s new chip breakthrough might just save Moore's Law and the power grid.
Transcribe →NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble
Mar 2000:23:47Tap to summarizeFrom NVIDIA's trillion-dollar dreams to the surging "AI memory" bubble, Mike Malone and Scott Budman break down the biggest week in Silicon Valley history. We dive into the $1 trillion revenue forecast, the end of interest rate cuts, and why Uber is betting $1.25 billion on Rivian while Tesla faces a major software recall. Plus, is Bitcoin's slide under $70k a warning for speculative investors?
Transcribe →Pentagon Picks OpenAI Over Anthropic & How Global Conflict Is Shaking Silicon Valley
Mar 600:20:48Tap to summarizeIn a week defined by war and shifting alliances, Mike Malone and Scott Budman break down the Pentagon's pivot from Anthropic to OpenAI and the surging $80 oil crisis. We explore why tech giants are now offering to pay for town power grids and the new AI chip export rules that could change global trade forever. Is America heading toward a dangerous era of isolationism, or is this the only way to "defang the dragon"?
Transcribe →The AI Land Rush: From Silicon Valley to Stillwater, Oklahoma
Feb 1300:23:24Tap to summarizeFrom a 50,000 Dow to a 600-point slide, Mike Malone and Scott Budman break down the week's market madness and the viral "Cassandra" essay shaking investor confidence. We look at the AI land rush transforming rural Oklahoma and the Silicon Valley backyard, plus Anthropic's $30 billion bridge to a massive IPO. Is AI about to take your job, or just give you a better way to start a company?
Transcribe →Claude Co-worker & The Market Bloodbath: Is AI Killing Middle Management?
Feb 600:13:59Tap to summarizeIs the AI bubble about to burst? Mike Malone and Scott Budman dive into the market bloodbath triggered by Anthropic's Claude Co-worker and the growing skepticism over Amazon's $200 billion AI bet. Plus, we look ahead to the Super Bowl LXI ad wars as OpenAI, Google, and Amazon compete for dominance in the first "AI Super Bowl.”
Transcribe →Microsoft’s $357B Crash & The AI "Infrastructure Wall
Jan 3100:31:17Tap to summarizeMike Malone and Scott Budman discuss the massive Microsoft stock plunge, Apple's surprising earnings, and the future of AI-powered hardware designed by Jony Ive. They dive into the $5,000 gold boom, the "unreliable" leadership of Mark Zuckerberg, and why Elon Musk is killing off legendary Tesla models to make room for robots. Plus, an inside look at how autonomous driving is winning over critics despite a growing backlash.
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