PODCAST · technology
The Silicon Insider
by Pacific Light Media
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.
Episodes
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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 bottlenecking...
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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-architecture...
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Amazon’s AWS Comeback: The $2 Trillion AI Ad Machine
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 Activision** just move on. Plus, are we finally hitting peak AI hype?
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Alphabet’s First Dividend & Big Tech’s AI Spending Spree: Is the Infrastructure Boom Sustainable?
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" bill** is finally becoming a reality. Plus, we look at the physical limits of…
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Netflix Stops Counting Subs: Is the Streaming War Finally Over?
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 geopolitical shift in Southeast Asia, and why your favorite streaming giant is hiding…
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The End of Non-Competes: Silicon Valley’s New Era of Talent Mobility
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 ever, and Microsoft's billion-dollar chess move in the Middle East. Plus…
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Meta & YouTube’s Tobacco Moment: The Landmark Addiction Lawsuits
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 "design," the "smoking gun" internal emails, and why Google’s new chip...
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NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble
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 interest rate cuts, and why Uber is betting $1.25 billion on Rivian while Tesla…
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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...
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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...
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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…
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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...
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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…
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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....
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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...
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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…
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Big Tech Wins: Meta Beats FTC Antitrust Suit—Amazon is Next?
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 profit-taking that rocked the market and crypto. Plus, is Elon Musk right about…
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Tesla Stock Drops 10% After Elon's $1 Trillion Payday
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 ringing the warning bell for "market froth" and analyze a worrying 20% jump…
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Google vs. Nvidia in the Chip War: Can Google's TPU Compete?
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 chip dominance with its 7th-gen TPU. The main focus is the staggering $1...
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Nvidia is the First $5 Trillion Company! Soybeans, and the Future of China Tech
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 down the surprising US-China trade deal and discuss why Meta's spending caused…
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OpenAI's $500B Valuation & The Deepfake Tsunami
Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with OpenAI's massive $500 billion valuation and the controversy surrounding its new Sora 2 video AI, which raises serious deepfake and copyright concerns. They also cover a rush on Tesla sales, Elon Musk's call for a...
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Big Open ai Sora release & recent Tesla gains
This week on The Silicon Insider
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Trump's $100K H-1B Visa Fee & The TikTok Oracle Deal
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect President Trump's executive order imposing a $100,000 fee for new H-1B visas, sparking debate over whether it benefits large tech companies like Amazon and Meta by locking out smaller competitors. The hosts review the...
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Oracle, Stagflation, and Apple's iPhone 17
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From Oracle's record-breaking stock performance and the market's renewed interest in IPOs, to the potential dangers of AI "friends" and a review of the new iPhone 17, they cover it all.…
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Google's Monopoly & The Future of Privacy
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the recent anti-trust decision against Google and the company's fine for privacy invasion, to Amazon's decision to drop its Prime invite program, they cover it all. Tune in for a…
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The Fed, Canada & AI's Unprofitable Promise
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From Intel's strategic position in US chip manufacturing and Nvidia's recent performance, to the AI "arms race" and its potential impact on the job market, they cover it all. Tune in for a...
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Trump's Intel Deal & The AI Bubble
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the surprising deal between the Trump administration and Intel, to the ongoing debate about the AI bubble and Meta's AI scandal, they cover it all. Tune in for a candid discussion on…
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Crypto is Back & The Future of IPOs
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the surprising deal between the Trump administration and companies like Nvidia and AMD, to the resurgence of the crypto market and the ongoing debate about the AI bubble, they cover it...
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Tariffs, the Fed, & Amazon's Stock Drop
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the ongoing US-China tariff situation and its economic impact, to the successful IPO of Figma and the continued growth of mature companies like Amazon and Meta, they cover it all. Tune...
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Google's AI Success & Intel's Challenges
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From the latest trade deals impacting the stock market and electronics industry, to the Trump administration's AI initiative and its massive energy needs, they cover it all. Tune in for a...
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Elon Musk's Political Party, Tim Cook's Retirement & NVIDIA's $4 Trillion Secret
Join Mike Malone and Scott Budman on "The Silicon Insider" as they dissect the week's biggest tech stories. From NVIDIA's historic $4 trillion valuation to the controversies surrounding AI on X and Elon Musk's latest moves, they cover it all. Tune in for a candid discussion on the state of the…
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Budget Bill, Crypto, AI & Tech News
This week Michael S. Malone and Scott Budman discuss the recently passed budget bill, discuss the latest developments in crypto and a new bank forming for the industry, explore Meta's AI recruitment strategy, and analyze Tesla's performance and advancements in self-driving tech. Plus, get their...
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Major Salesforce Customer Service Ai Report & Other Market Updates
This week Michael S. Malone and Scott Budman discuss the recent Salesforce Ai customer service report and other market updates.
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News Recap and Other Market Updates
This week Michael S. Malone and Scott Budman discuss mass layoffs, a recap of news from the break and other market updates.
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Judge Halts Trump Tariffs & China Trade War Updates
This week Michael S. Malone and Scott Budman discuss Tariffs, trade wars, and other market updates.
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Jony Ive Partners with OpenAi & Google Announces Ai Mode + XR Glasses
This week Michael S. Malone and Scott Budman discuss Jony Ive’s firm partnering with Sam Altman’s OpenAi for $6.5 Billion, Google announcing Ai Mode + XR Glasses and more at I/O 2025, and other market updates.
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UAE & Trump Backed AI campus + Tariff Updates
This week Michael S. Malone and Scott Budman discuss recent news on the new UAE & Trump Backed AI campus and other Tariff updates.
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OpenAI to stay a Nonprofit, Interest Rates, and Tariffs
This week Michael S. Malone and Scott Budman discuss the OpenAI board deciding to stay a nonprofit, interest rates, and tariffs.
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The Ai Market Wave & Tariff Pricing kicks in
This week Michael S. Malone and Scott Budman discuss the second wave of the Ai market race, tariff pricing hitting retail pricing, Amazon rolls back tariff price tags, and Tesla was looking for an Elon replacement.
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The Trade War continues & Elon to step back from DOGE
This week Michael S. Malone and Scott Budman discuss the continuing trade war waged by the trump Admin and its affects on the economy, Tesla customer and investors push back and Elon Musk potentially stepping away from DOGE.
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Google Antitrust Lawsuit & Trump vs The Fed
This week Michael S. Malone and Scott Budman discuss developments on the Google antitrust lawsuit and the Market’s reaction to Trump vs The Federal Reserve.
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US Tariffs vs The World & The New AI Landscape
This week Michael S. Malone and Scott Budman discuss new US Tariffs effects on the Market, Artificial Intelligence and Apples aimless Ai efforts.
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Market Updates & Nvidia’s New Super Chip
This week Michael S. Malone and Scott Budman discuss Market Updates & Nvidia’s new super chip.
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Nvidia GTC 2025, Tariffs & Layoffs
This week Michael S. Malone and Scott Budman discuss Ai, Nvidia GTC 2025, Tariffs & Layoffs.
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Trump Tariff Uncertainty Rocks the Market & Meta’s Privacy Nightmare
This week Michael S. Malone and Scott Budman discuss Tariff uncertainty, Nvidia, and Mark Zuckerberg’s Meta policies.
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Ai Competition Heats Up & $500 Billion Apple Investment in USA
This week Michael S. Malone and Scott Budman discuss Apple’s commitment to spend $500 Billion in the US, the increase in competition in the Ai scene, and other market updates.
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Nvidia Bounces back & China vs USA
This week Michael S. Malone and Scott Budman discuss The recent Nvidia bounce back in the market, China vs US, and other Market updates.
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Market updates & more Tariffs on the way?
This week Mike and Scott discuss the economy, Ai, and more potential Tariffs on the way from the Trump Administration.
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OpenAi Data Center Expansion & Musk vs Ro Khanna
This week Michael S. Malone and Scott Budman discuss OpenAi Data Center expansion, Musk vs Ro Khanna, Amazon Alexa News & other Market updates.
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DeepSeek Domination & Tesla RoboTaxi vs Waymo
This week Michael S. Malone and Scott Budman discuss DeepSeek, Tesla, Apple, and other Market Updates.
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ABOUT THIS SHOW
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.
HOSTED BY
Pacific Light Media
CATEGORIES
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Frequently Asked Questions
How many episodes does The Silicon Insider have?
The Silicon Insider currently has 249 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Silicon Insider 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.
How often does The Silicon Insider release new episodes?
The Silicon Insider publishes regularly with 249 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Silicon Insider?
You can listen to The Silicon Insider on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Silicon Insider?
The Silicon Insider is created and hosted by Pacific Light Media.
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