TechCheck Takes: Justice for AI “wrappers” — the rise of the app layer 4/30/25
Early in the AI race, apps like Perplexity, Cursor, Sesame and Abridge were known pejoratively as “wrappers,” describing the way their either app or business was wrapped around existing AI models. Critics called them as second-rate middlemen, slapping an interface on someone else’s technology while companies like OpenAI, Google, Meta and Anthropic developed their own models. Now, that thesis is changing. Wrappers have changed the way Silicon Valley builds, ushering in the era of vibe-coding.
--------
39:25
AI gets caught in trade war crossfire 04/30/25
Shares of Nvidia under pressure after reporting that Trump administration officials are considering changes to chip export laws that would lead to country-by-country deals. We dig into how AI is getting caught in the crossfire of the trade war.
--------
7:43
100 days in, cracks showing in Trump, tech relationship 04/29/25
The White House slamming Amazon today over reports that Amazon was considering showing the added price of tariffs next to products. We dig into how the spat highlights the cracks showing in the relationship between President Trump and big tech.
--------
6:33
Silicon Valley split on China 4/28/25
Shares of Nvidia sliding today after reports that Chinese rival Huawei is developing a new AI chip. We dig into how the news is adding fuel to the debate in Silicon Valley over the best strategy in the AI arms race against China.
--------
7:16
Pichai: Alphabet may offer personal robotaxis 4/25/25
Alphabet shares up after reporting stronger than expected Q1 results. We dig into how new numbers around Waymo showing the robotaxi company could most undervalued part of the tech giant.
Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.
Portugal