@CNBCTechCheck

Covering tech @cnbc

cnbc.com/techcheck/
Joined April 2012
  • Tweets20K
  • Following170
  • Followers43.2K
4.8KMedia
TechCheck retweeted
Deirdre Bosa
@dee_bosaFeb 28
Theres a reason everyone from the Pentagon to Katy Perry wants a piece of Claude. AI just made a massive leap... and the guardrails are coming off at the exact same time. Our new digital piece on what's actually happening
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TechCheck retweeted
Deirdre Bosa
@dee_bosaFeb 20
this is the chart of the week. a few percentage points is billions of dollars in revenue moving from software companies to AI platforms. Software engineering went from zero to 50% in jut a few years. Some will be harder (legal, healthcare) but there isn't a lot stopping marketing, accounting, customer services, etc from following a similar curve
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TechCheck retweeted
Deirdre Bosa
@dee_bosaFeb 16
stunning developments out of China this Lunar New Year.... new AI models dropping daily, humanoid robots doing lion dances, billions in an AI marketing war The bigger story is that China is building its own chip ecosystem to power all of it
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TechCheck retweeted
Deirdre Bosa
@dee_bosaFeb 9
The era of lazy software investing is over. @alighodsi says AI is forcing a complete rerating of the software sector... and the ones who can't innovate won't survive it
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RT @dee_bosa: 🚨 DEEPSEEK WAS THE WAKE-UP CALL. CHINESE HARDWARE IS THE FOLLOW-THROUGH. our latest deep dive on China's next AI breakthrou…
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TechCheck retweeted
Deirdre Bosa
@dee_bosaJan 14
officially Claude-pilled inspired by @TheStalwart’s Havelock app (which I love), i used claude cowork to build an evade-o-meter to scan earnings calls for spin. Zuckerberg topped the list for mag 7 last quarter w an evasive score nearly 3x that of Microsoft. 102 hedge words vs 34 (h/t Drew Troast)
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TechCheck retweeted
@jason
@Jason16 Apr 2025
This should be an interesting debate on all in on Friday 📝 Which side are you on, @bgurley & @dee_bosa or @realDonaldTrump’s?
Bill Gurley
@bgurley16 Apr 2025
Must watch: @dee_bosa hits this in the center of the target. Our nation's recent curbs on NVidia H20s, intended to slow China AI innovation, will enhance & accelerate Chinese AI innovation. This action will create the OPPOSITE of the intent. youtube.com/watch?v=7BiomULV…
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Going live with Replit CEO @amasad now on vibecoding and the latest OpenAI/windsurf news Watch here: youtube.com/watch?v=C7lnrur9…
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Export controls are meant to slow China’s AI. Instead they’ll accelerate Huawei — at Nvidia’s expense. Constraint is turning into strategy while the US gives up leverage
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Distillation has paved the way for China and others to compete at the cutting edge of AI faster and cheaper than ever before Deepseek woke up the world to its disruptive potential Our latest TechCheck Take deep dive on AI's distillation problem
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DeepSeek the app vs DeepSeek the model
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Wall Street: it cost more than $6m!! Nvidia's safe! Washington: protect America! ban GPUs to china! Silicon Valley/Big Tech: due to high demand, Deepseek is now available on our platforms. "Have at it" -Amazon CEO
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DeepSeek has upended the landscape of the AI race between the U.S. and China. Changing everything we thought we knew about what it takes to create the most advanced LLMs. Watch our deep dive: youtube.com/watch?v=WEBiebbe…

How China’s New AI Model DeepSeek Is Threatening U.S. Dominance

A little-known AI lab out of China has ignited panic throughout Sil...

youtube.com
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DeepSeek: we are so back...or... we are so done? ICYMI our conversation with Databricks CEO @alighodsi youtube.com/watch?v=SGZdcL3H…
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DeepSeek has changed everything we thought we knew about LLMs and the AI race between the US and China. A preview of our @CNBCTechCheck deep dive on the mysterious AI lab with insights from @AravSrinivas & @chetanp Link to full piece below
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Gen AI has developed so quickly that massive breakthroughs seemed more a question of 'when' than 'if.' But in recent weeks, Silicon Valley has become increasingly concerned that advancements are slowing. Watch our deep dive: youtube.com/watch?v=s36eG_ZH…

Are AI Advancements Already Slowing Down?

Generative AI has developed so quickly in the past two years, massi...

youtube.com
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TechCheck retweeted
Aaron Levie
@levie12 Nov 2024
America could enter a supercycle of growth in manufacturing, energy, housing, innovation, and more with the right policies going forward.
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did u read that JPM iPhone survey note? listen to this instead: notebooklm.google.com/notebo… The "podcast" we referred to in our @CNBCTechCheck segment... totally AI-generated by NotebookLM in ~5 minutes

Gemini Notebook | Your research and thinking partner, grounded in the information you trust

Use the power of AI for quick summarization and note taking, Gemini Notebook is your powerful virtual research assistant rooted in information you can trust.

notebook.google.com
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Replying to @unusual_whales
as covered by @dee_bosa in Jan xitter.cf/CNBCTechCheck/status/1…
TechCheck
@CNBCTechCheck11 Jan 2024
Tech job cuts in the last few years were about rebalancing after pandemic over-hiring. But the latest wave, like $GOOGL cutting hundreds of jobs in engineering, product, and hardware, may signal the beginnings of a massive labor shift, enabled by AI itself. @dee_bosa @jrichlive
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.@ClaraShih, CEO of @Salesforce AI, joins @CNBCTechCheck’s Deirdre Bosa (@dee_bosa) to discuss the importance of data privacy and trust when building AI, and how AI can upskill workers. This is a masterclass on GenAI and its business benefits. stocks.apple.com/AIJYTHS1iQd…
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