The Small AI-Chip Maker That’s Now More Valuable Than Intel

Social-media company Reddit profits from feeding artificial-intelligence companies’ insatiable appetite for conversational text. WSJ reporter Sarah Needleman joins host Belle Lin to talk about why Reddit’s posts are so valuable and interesting to AI companies. Plus, why Amazon’s new robotic warehouse still relies heavily on humans. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, the Supreme Court declines to rule on an Nvidia investor case. And Japanese crypto exchange Coincheck rallies on its first day of trading. Belle Lin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s not just demographics weighing on the tech and search giant—Google’s core search and advertising business is under siege. WSJ tech columnist Christopher Mims joins host Belle Lin to talk about the various pressures that threaten Google’s dominance. Plus, why the coolest job in tech might actually be in a bank. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, the European Union looks into Google ads targeting teens. And Games Workshop Group reaches an agreement with Amazon Content Services for its popular Warhammer game. Belle Lin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marvell’s role in helping tech titans create their own data center chips has boosted its revenue and valuation, but you may not have heard of the company. WSJ columnist Dan Gallagher joins host Belle Lin to talk about how the tiny chip maker’s market capitalization briefly catapulted above $100 billion. Plus, a look at Robinhood’s hot new tech bet: the desktop computer. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, OpenAI releases its long-awaited video tool Sora. And German arms producer Rheinmetall and the U.S.-based drone-software company Auterion say they will develop software for a range of military drones. Belle Lin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pat Gelsinger returned to Intel in 2021 to lead its turnaround and become a cornerstone of the artificial intelligence sector. Last week, the company’s board forced him out. WSJ reporter Asa Fitch explains what happened and where it leaves the United States’ chip manufacturing industry. Plus, two university students made a website to rate how well AI chatbots perform tasks. We’ll hear why Chatbot Arena’s rankings have become so important to leaders of companies like OpenAI and Google. Danny Lewis hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Fifteen years ago, Google made a big bet that future cars will drive themselves. Now, billions of dollars later, that bet may finally be paying off. Waymo, Alphabet's driverless car company, has hit the accelerator in recent years as its technology has evolved, and its rivals have stumbled. On episode one of our special series on the growing driverless car industry, host Danny Lewis explores the roots of this technology and how Waymo took the lead in the race to a driverless future. What do you think about the show? Let us know on Apple Podcasts or Spotify, or email us: [email protected]  Sign up for the WSJ's free The Future of Everything newsletter . Further reading:  How San Francisco Learned to Love Self-Driving Cars  GM’s Self-Driving Car Unit Skids Off Course  Self-Driving Cars Enter the Next Frontier: Freeways  All Hail Phoenix: America’s King of the Robo-Taxi  Learn more about your ad choices. Visit megaphone.fm/adchoices

Cloud storage used to be a sleepy part of the computing world but, with artificial intelligence becoming cheaper than ever, the companies collecting and protecting that data are now a hot investment. That includes cloud storage company Box, which has seen its stock climb nearly 40% this year. Its customers include most of the Fortune 500, including movie studios, automakers, consumer electronics giants, marketing firms and the Pentagon. Box CEO Aaron Levie says AI is getting better at piecing through 90% of companies’ data that previously was an intractable mess, and is doing some tasks better than humans – from processing invoices and parsing contracts to building marketing campaigns. So why does he think that could actually lead to more jobs for humans? Plus, why his company plans to stay “model agnostic” and continue to work with all the major artificial intelligence models, including OpenAI’s ChatGPT and Anthropic’s Claude. He speaks to WSJ’s Christopher Mims and Tim Higgins in episode four of our interview series Bold Names. Check Out Past Episodes Bold Names: Why This Tesla Pioneer Says the Cheap EV Market 'Sucks'  Bold Names: Salesforce CEO Marc Benioff and the AI ‘Fantasy Land’  Bold Names: Why Elon Musk’s Battery Guy Is Betting Big on Recycling  Further Reading Amazon Invests an Additional $4 Billion in Anthropic, an OpenAI Rival  How to Make AI Less of a Power Guzzler  What Is AI Best at Now? Improving Products You Already Own  Elon Musk vs. Everyone: The New Fight in AI  Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, a federal appeals court upheld a law requiring TikTok to shed its Chinese ownership or be banned. And the Teamsters gave Amazon a deadline to set dates to negotiate union contracts for its drivers and warehouse workers. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices