TechCheck

Covering tech @cnbc

[TechCheck @CNBCTechCheck]

Reasoning is touted as AI’s next breakthrough, but new research is calling that promise into question—even as big tech prepares to spend trillions more on AI.

We dig into what could be the AI boom’s biggest blind spot, and the potential fallout for the AI trade.
https://t.co/9H5k9xdo2x

[Deirdre Bosa @dee_bosa]

Theres a reason everyone from the Pentagon to Katy Perry wants a piece of Claude.

AI just made a massive leap... and the guardrails are coming off at the exact same time. Our new digital piece on what's actually happening

[TechCheck @CNBCTechCheck]

Software shares getting hammered ahead of earnings this week...as a viral essay from Citrini Research sets off new concerns about AI disruption.

https://t.co/MawOHR4Rm9

[Deirdre Bosa @dee_bosa]

this is the chart of the week.

a few percentage points is billions of dollars in revenue moving from software companies to AI platforms.

Software engineering went from zero to 50% in jut a few years. Some will be harder (legal, healthcare) but there isn't a lot stopping marketing, accounting, customer services, etc from following a similar curve

[Deirdre Bosa @dee_bosa]

stunning developments out of China this Lunar New Year.... new AI models dropping daily, humanoid robots doing lion dances, billions in an AI marketing war

The bigger story is that China is building its own chip ecosystem to power all of it

[TechCheck @CNBCTechCheck]

A high-stakes divide over safety within the AI industry is growing wider as Anthropic donates $20M to a group advocating for more guardrails.

https://t.co/Matj5GSTKC

[Deirdre Bosa @dee_bosa]

The era of lazy software investing is over.

@alighodsi says AI is forcing a complete rerating of the software sector... and the ones who can't innovate won't survive it

[TechCheck @CNBCTechCheck]

A social media site where only AI agents are allowed is going viral in tech circles this weekend. We dig into "Moltbook" where AI bots are conversing, and sharing stories about 'their humans.'

https://t.co/67j7iTiC1q

[TechCheck @CNBCTechCheck]

RT @dee_bosa: 🚨 DEEPSEEK WAS THE WAKE-UP CALL. CHINESE HARDWARE IS THE FOLLOW-THROUGH.

our latest deep dive on China's next AI breakthrou…

[Deirdre Bosa @dee_bosa]

officially Claude-pilled

inspired by @TheStalwart’s Havelock app (which I love), i used claude cowork to build an evade-o-meter to scan earnings calls for spin.

Zuckerberg topped the list for mag 7 last quarter w an evasive score nearly 3x that of Microsoft. 102 hedge words vs 34
(h/t Drew Troast)

[TechCheck @CNBCTechCheck]

Vibe-coding is making waves again with Claude Cowork, and now a new announcement today from Replit.

Tune to Deirdre Bosa's live interview on Youtube with Replit CEO Amjad Masad at 3pm ET / 12pm PT.

https://t.co/vEoaIWbjV7

[TechCheck @CNBCTechCheck]

https://t.co/Iuc4dye5zz

[TechCheck @CNBCTechCheck]

Reasoning is touted as AI’s next breakthrough, but new research is calling that promise into question—even as big tech prepares to spend trillions more on AI.

We dig into what could be the AI boom’s biggest blind spot, and the potential fallout for the AI trade.
https://t.co/9H5k9xdo2x

[TechCheck @CNBCTechCheck]

Google back in court - and the DOJ's focus on AI making it clear the case is as much about Google's future as its past.

https://t.co/fILG31qP6H

[@jason @Jason]

This should be an interesting debate on all in on Friday 📝

Which side are you on, @bgurley & @dee_bosa or @realDonaldTrump’s?

[Deirdre Bosa @dee_bosa]

Going live with Replit CEO @amasad now on vibecoding and the latest OpenAI/windsurf news

Watch here:
https://t.co/PuUXnYsHdJ

[Deirdre Bosa @dee_bosa]

Export controls are meant to slow China’s AI. Instead they’ll accelerate Huawei — at Nvidia’s expense.

Constraint is turning into strategy while the US gives up leverage

[TechCheck @CNBCTechCheck]

In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, is it time for Justice for the Wrappers?

https://t.co/5D6hTiELjF