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 models to make room for robots. Plus, an inside look at how autonomous driving is winning over critics despite a growing backlash.

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 state. Is this the end of the Silicon Valley "pipeline," or can the region survive the exodus of its wealthiest founders?

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. Finally, they honor the legacy of inventor and winemaker Tom Fogarty.

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Michael S. Malone & Scott Budman