The Silicon Insider

Pacific Light Media

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.

  1. 12 jun

    WWDC 2026: Apple’s Massive Shift to Local, On-Device AI

    This week Michael S. Malone and Scott Budman discuss Apple's massive AI push, grid lockouts, and the new rules of tech talent retention. Mike Malone and Scott Budman break down the biggest takeaways from WWDC 2026, the shift to on-device neural processing, and why power grids are bottlenecking cloud infrastructure. Plus, an inside look at how specialized engineers are rewriting corporate compensation.

    22 min.

  2. 23 mei

    Next-Gen Micro-Architecture: Overcoming Physical Chip Limitations

    From shifting enterprise budgets to the physical limits of hardware innovation, Mike Malone and Scott Budman dissect the latest tectonic movements in tech. We dive into how enterprise software companies are justifying AI investments, the newest manufacturing pivots, and why micro-architecture efficiency is becoming the industry's highest priority. Plus, an inside look at the changing layout of Silicon Valley corporate infrastructure.

    23 min.

  3. 1 mei

    Amazon’s AWS Comeback: The $2 Trillion AI Ad Machine

    Amazon 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?

    23 min.

  4. 23 apr

    Alphabet’s First Dividend & Big Tech’s AI Spending Spree: Is the Infrastructure Boom Sustainable?

    Dividends, 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.

    25 min.

  5. 17 apr

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

    From 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.

    27 min.

  6. 10 apr

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

    From 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?

    27 min.

  7. 27 mrt

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

    Is 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.

    18 min.

  8. 20 mrt

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

    From 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?

    24 min.
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Info

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.

Informatie

  • Maker
    Pacific Light Media
  • Jaren actief
    2020 - 2026
  • Afleveringen
    249
  • Beoordeling
    Expliciet
  • Copyright
    © Pacific Light Media
  • Website van aflevering
    The Silicon Insider

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