The Silicon Insider

Pacific Light Media
  • 4.1 (14)
  • TECHNOLOGY
  • UPDATED BIWEEKLY

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. 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

  2. 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

  3. 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

  4. JAN 31

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

    Mike 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.

    31 min

  5. JAN 17

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

    Mike Malone and Scott Budman explore the $250 billion semiconductor deal between Taiwan and the U.S. and what it means for the future of AI. They dive into OpenAI's massive expansion across 16 states and debate the controversial California billionaire tax that's driving tech icons out of the state. Is this the end of the Silicon Valley "pipeline," or can the region survive the exodus of its wealthiest founders?

    20 min

  6. JAN 9

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

    Mike Malone and Scott Budman break down the biggest trends from CES 2026, focusing on the rise of physical AI and Nvidia's massive influence. They explore the latest in robotics, from laundry-folding bots to stair-climbing vacuums, and discuss how drone warfare is accelerating consumer tech. Finally, they honor the legacy of inventor and winemaker Tom Fogarty. Have a great weekend, and don't forget to like and subscribe! Michael S. Malone & Scott Budman

    21 min

  7. 12/20/2025

    Inflation Drops to 2.7% & The Oracle AI Stock Crash

    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.

    23 min

  8. 12/06/2025

    Elizabeth Holmes Seeks Pardon, Vanguard Goes Crypto & Linux Overtakes Windows

    Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with Elizabeth Holmes' audacious social media campaign for a presidential pardon. They discuss the perplexing stock market rally driven by bad jobs numbers and the high volatility caused by a simple rumor about Microsoft and AI. Plus, Vanguard legitimizes Crypto and Google ruins its news app with absurd AI-generated headlines.

    25 min
See All (241)

4.1
out of 5
14 Ratings

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
    2020 - 2026
  • Episodes
    241
  • Rating
    Explicit
  • Copyright
    © Pacific Light Media
  • Show Website
    The Silicon Insider

You Might Also Like