# The Silicon Insider Page: https://stenobird.com/podcast/the-silicon-insider-1276858 Text version: https://stenobird.com/podcast/the-silicon-insider-1276858.md RSS feed: https://anchor.fm/s/2db6ad8c/podcast/rss Official site: https://www.thesiliconinsider.com/ Author: Pacific Light Media Episodes: 248 ## Resource 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. ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/the-silicon-insider-1276858 Markdown: https://stenobird.com/podcast/the-silicon-insider-1276858.md ## Episodes - [Next-Gen Micro-Architecture: Overcoming Physical Chip Limitations](https://stenobird.com/podcast/the-silicon-insider-1276858/next-gen-micro-architecture-overcoming-physical-chip-limitations) — 2026-05-23T18:19:55+00:00 - [Amazon’s AWS Comeback: The $2 Trillion AI Ad Machine](https://stenobird.com/podcast/the-silicon-insider-1276858/amazon-s-aws-comeback-the-2-trillion-ai-ad-machine) — 2026-05-01T17:06:00+00:00 - [Alphabet’s First Dividend & Big Tech’s AI Spending Spree: Is the Infrastructure Boom Sustainable?](https://stenobird.com/podcast/the-silicon-insider-1276858/alphabet-s-first-dividend-big-tech-s-ai-spending-spree-is-the-infrastructure-boom-sustainable) — 2026-04-23T17:30:01+00:00 - [Netflix Stops Counting Subs: Is the Streaming War Finally Over?](https://stenobird.com/podcast/the-silicon-insider-1276858/netflix-stops-counting-subs-is-the-streaming-war-finally-over) — 2026-04-17T15:32:00+00:00 - [The End of Non-Competes: Silicon Valley’s New Era of Talent Mobility](https://stenobird.com/podcast/the-silicon-insider-1276858/the-end-of-non-competes-silicon-valley-s-new-era-of-talent-mobility) — 2026-04-10T13:11:03+00:00 - [Meta & YouTube’s Tobacco Moment: The Landmark Addiction Lawsuits](https://stenobird.com/podcast/the-silicon-insider-1276858/meta-youtube-s-tobacco-moment-the-landmark-addiction-lawsuits) — 2026-03-27T21:01:23+00:00 - [NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble](https://stenobird.com/podcast/the-silicon-insider-1276858/nvidia-gtc-the-trillion-dollar-revenue-forecast-the-memory-bubble) — 2026-03-20T16:42:00+00:00 - [Pentagon Picks OpenAI Over Anthropic & How Global Conflict Is Shaking Silicon Valley](https://stenobird.com/podcast/the-silicon-insider-1276858/pentagon-picks-openai-over-anthropic-how-global-conflict-is-shaking-silicon-valley) — 2026-03-06T18:00:00+00:00 - [The AI Land Rush: From Silicon Valley to Stillwater, Oklahoma](https://stenobird.com/podcast/the-silicon-insider-1276858/the-ai-land-rush-from-silicon-valley-to-stillwater-oklahoma) — 2026-02-13T19:54:42+00:00 - [Claude Co-worker & The Market Bloodbath: Is AI Killing Middle Management?](https://stenobird.com/podcast/the-silicon-insider-1276858/claude-co-worker-the-market-bloodbath-is-ai-killing-middle-management) — 2026-02-06T20:39:58+00:00 - [Microsoft’s $357B Crash & The AI "Infrastructure Wall](https://stenobird.com/podcast/the-silicon-insider-1276858/microsoft-s-357b-crash-the-ai-infrastructure-wall) — 2026-01-31T00:36:42+00:00 - [The Billionaire Exodus: Who's Leaving California Over New Taxes?](https://stenobird.com/podcast/the-silicon-insider-1276858/the-billionaire-exodus-who-s-leaving-california-over-new-taxes) — 2026-01-17T00:10:37+00:00 - [CES 2026: Nvidia, Physical AI, and the Future of Robotics](https://stenobird.com/podcast/the-silicon-insider-1276858/ces-2026-nvidia-physical-ai-and-the-future-of-robotics) — 2026-01-09T20:58:45+00:00 - [Inflation Drops to 2.7% & The Oracle AI Stock Crash](https://stenobird.com/podcast/the-silicon-insider-1276858/inflation-drops-to-2-7-the-oracle-ai-stock-crash) — 2025-12-20T00:10:37+00:00 - [Elizabeth Holmes Seeks Pardon, Vanguard Goes Crypto & Linux Overtakes Windows](https://stenobird.com/podcast/the-silicon-insider-1276858/elizabeth-holmes-seeks-pardon-vanguard-goes-crypto-linux-overtakes-windows) — 2025-12-06T00:42:30+00:00 - [Big Tech Wins: Meta Beats FTC Antitrust Suit—Amazon is Next?](https://stenobird.com/podcast/the-silicon-insider-1276858/big-tech-wins-meta-beats-ftc-antitrust-suit-amazon-is-next) — 2025-11-22T01:32:42+00:00 - [Tesla Stock Drops 10% After Elon's $1 Trillion Payday](https://stenobird.com/podcast/the-silicon-insider-1276858/tesla-stock-drops-10-after-elon-s-1-trillion-payday) — 2025-11-14T22:01:19+00:00 - [Google vs. Nvidia in the Chip War: Can Google's TPU Compete?](https://stenobird.com/podcast/the-silicon-insider-1276858/google-vs-nvidia-in-the-chip-war-can-google-s-tpu-compete) — 2025-11-07T23:20:15+00:00 - [Nvidia is the First $5 Trillion Company! Soybeans, and the Future of China Tech](https://stenobird.com/podcast/the-silicon-insider-1276858/nvidia-is-the-first-5-trillion-company-soybeans-and-the-future-of-china-tech) — 2025-10-31T17:24:51+00:00 - [OpenAI's $500B Valuation & The Deepfake Tsunami](https://stenobird.com/podcast/the-silicon-insider-1276858/openai-s-500b-valuation-the-deepfake-tsunami) — 2025-10-25T01:14:19+00:00 - [Big Open ai Sora release & recent Tesla gains](https://stenobird.com/podcast/the-silicon-insider-1276858/big-open-ai-sora-release-recent-tesla-gains) — 2025-10-03T18:42:48+00:00 - [Trump's $100K H-1B Visa Fee & The TikTok Oracle Deal](https://stenobird.com/podcast/the-silicon-insider-1276858/trump-s-100k-h-1b-visa-fee-the-tiktok-oracle-deal) — 2025-09-26T16:00:00+00:00 - [Oracle, Stagflation, and Apple's iPhone 17](https://stenobird.com/podcast/the-silicon-insider-1276858/oracle-stagflation-and-apple-s-iphone-17) — 2025-09-12T15:21:06+00:00 - [Google's Monopoly & The Future of Privacy](https://stenobird.com/podcast/the-silicon-insider-1276858/google-s-monopoly-the-future-of-privacy) — 2025-09-05T22:08:57+00:00 - [The Fed, Canada & AI's Unprofitable Promise](https://stenobird.com/podcast/the-silicon-insider-1276858/the-fed-canada-ai-s-unprofitable-promise) — 2025-08-29T14:29:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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