The Silicon Insider

Pacific Light Media
  • 5.0 (1)
  • TECHNOLOGY
  • UPDATED WEEKLY

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. APR 23

    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

  2. APR 17

    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

  3. APR 10

    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

  4. MAR 27

    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

  5. MAR 20

    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

  6. MAR 6

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

    In 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"?

    21 min

  7. FEB 13

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

    From 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?

    23 min

  8. FEB 6

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

    Is 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.”

    14 min
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About

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.

Information

  • Creator
    Pacific Light Media
  • Years Active
    2022 - 2026
  • Episodes
    246
  • Rating
    Explicit
  • Copyright
    © Pacific Light Media
  • Show Website
    The Silicon Insider

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