Hosted by Unknown Host · 🇺🇸 US · EN · 248 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts The Silicon Insider, a technology show with 248 episodes published.
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 s
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
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 Activisio
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" bil
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 geopolitica
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
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 "de
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 intere
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 fo
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 Oklaho
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
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" lead
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 contr
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-climbi
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 sto
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 ba
The FTC loses its landmark antitrust case against Meta—what does this mean for Amazon and the rest of the Big Tech companies? We also dive into the AI bubble, analyzing NVIDIA's massive 50% growth and the subsequent prof
Mike Malone and Scott Budman dissect the week's biggest stories, starting with a review of the volatile stock market, driven by record highs and sudden drops ahead of Nvidia's earnings. They discuss why Michael Burry is
Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the potential impact of the FAA government shutdown on Silicon Valley's supply chain. They cover the news of Google challenging Nvidia's
Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the staggering news of Nvidia becoming the first $5 trillion company and the rest of the Magnificent 7 reaching new highs. They break do
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The Silicon Insider is hosted by Unknown Host. The show is categorised under technology and has published 248 episodes.
The Silicon Insider has published 248 episodes.
The Silicon Insider regularly covers technology. It sits in the technology category.
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Episodes of The Silicon Insider average 23 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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