Alphabet’s First Dividend & Big Tech’s AI Spending Spree: Is the Infrastructure Boom Sustainable?

Alphabet’s First Dividend & Big Tech’s AI Spe...

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WWDC 2026: Apple’s Massive Shift to Local, On-Device AI

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 shift to on-device neural processing, and why power grids are ...  Show more

 . 22min 14sec
Next-Gen Micro-Architecture: Overcoming Physical Chip Limitations

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 investments, the newest manufacturing pivots, and why micro ...  Show more

 . 22min 40sec

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