Big Technology Podcast

Ranjan Roy from Margins and Alex Stamos from Cognition are back for our weekly discussion of the latest tech news. We cover: 1) Is Sundar Pichai team product or team model? 2) Google's attempt to build a unified assistant 3) Which Google teams get priority? 4) Sundar's cloud allocation between Google Cloud and AI Research 5) Will Google Cloud Platform overtake Azure? 6) Meta Stock falls on worries about its fundraising and debt 7) OpenAI valuation takes a hit after investors feel "indigestion" given how much money they've poured into it 8) Is there any money left to fund AI? 9) Cognition CISO Alex Stamos joins to talk about the PHP bug is going to cause long term damage 10) How to protect yourself and your company from the ongoing cybersecurity risks 11) It's not just PHP, it's Black October for cybersecurity. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year:…

Sundar Pichai is the CEO of Google and Alphabet. Pichai joins Big Technology Podcast to discuss Google's return to the frontier of AI, its strategy for competing with OpenAI, and the enormous computing resources required to build the next generation of models. Tune in to hear why Google is sacrificing short-term Cloud revenue to support AI research, how demand for compute is stretching into 2027, and why its new Gemini 4 Argon model is seeing explosive adoption. We also cover recursive self-improvement, AI agents, the future of Google's products, the possibility of an AI bubble, data centers in space, and Google's partnerships with Apple and Anthropic. Hit play for an in-depth conversation about Google's AI strategy, the fierce competition shaping the industry, and why Pichai believes we're entering a moment of infinite possibilities. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's 2026 financial numbers leak, is it slowing down? 2) It's time for the Anthropic S-1 3) Will anything calm the chaotic AI trade ahead of the Anthropic IPO? 5) Coreweave stock falls as AI jitters spread 6) The curious case of the strategically placed recording device at OpenAI 7) Beware the honeypots 8) Ranjan acts out a honeypot 9) Apple's HomeView is promising? 10) The great Food Slop debate --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Roose is the author of The AGI Chronicles,. Roose joins Big Technology Podcast to discuss whether an AI industry rife with personal rivalries, infighting, and mistrust can be trusted to develop technology more powerful than humans. Tune in to hear why Roose emerged from years of reporting inside OpenAI, Anthropic, and Google DeepMind more concerned about AI safety, why he believes the industry should slow down, and what happens if AI systems begin improving themselves. We also cover Sam Altman's leadership style, Dario Amodei's motivations, Sergey Brin's return to Google, Microsoft's AI missteps, and the behind-the-scenes drama of OpenAI's boardroom coup. Hit play for an inside look at the personalities, power struggles, and technological breakthroughs shaping the race to superintelligence. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year:…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Meta and Microsoft pull back their Claude plans 2) Are standard models like Muse Spark good enough? 3) Is Anthropic in trouble if its top clients cut back significantly? 4) Downloads have slowed for Claude Code ahead of Anthropic IPO 5) Elon says Grok Bot will use all models, including Anthropic's 6) Is Elon in the Harness Hive (yes) 7) Muse books the wrong doctor 8) Grok Bot leaks Shane Mac's banking details 9) Anthropic bans users who persistently bully Claude 10) Google releases Gemini.... --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Dylan Patel is founder and CEO of SemiAnalysis, Jordan Nanos is a member of its technical staff. Patel and Nanos join Big Technology to discuss whether AI’s massive infrastructure buildout can justify the trillions of dollars being spent on compute. Tune in to hear how big the boom could get, where the revenue needed to support it will come from, and what it could mean for knowledge work and the broader economy. We also cover Nvidia’s role in financing AI infrastructure, the economics and security of neoclouds, Anthropic’s potential IPO, Oracle’s AI bet, and whether frontier labs are keeping their best models to themselves. Hit play for a deep look at the financial and technical machinery powering the AI boom, and what could happen if it keeps accelerating. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn…

M.G. Siegler is the author of Spyglass. Siegler joins Big Technology to discuss the escalating battle to build the dominant personal AI assistant. Tune in to hear why he thinks Meta’s Muse is surprisingly strong and what will ultimately determine who wins. We also cover Apple’s dark-horse position, Anthropic’s absence from the consumer assistant race, Google’s repeated product missteps, and how AI agents could reshape subscriptions, banking, shopping, and everyday computing. Hit play for a wide-ranging look at the companies fighting to become the AI assistant that runs your digital life. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's IPO S-1 document leaks 2) Anthropic's revenue growth 3) Anthropic's funding commitments 4) Does the entire stock market hinge on Anthropic pulling it off? 5) Record low S&P 500 breadth 6) Would Big Tech abandon Anthropic if things go wrong? 7) OpenAI introduces its Dots personal agent 8) Alex's Dots review 9) Do you really need frontier models for these AI assistants? 10) Tavus and the visual turning test 11) Shrimp Jesus, avatar style --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Christian Klein is CEO of SAP. Klein joins Big Technology to discuss whether the Saaspocalypse is over and how AI is reshaping the future of enterprise software. Tune in to hear why he believes AI could soon become reliable enough to handle mission-critical business tasks and why SAP still has a moat as models get smarter. We also cover job displacement, reskilling, token spending, cheaper AI models, cybersecurity, and Europe’s tech regulation. Hit play for a wide-ranging conversation about what happens to software when AI gets good enough to run more of the business itself. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The rise of Muse 2) Is Meta back? 3) OpenAI's consumer blind spot 4) Meta's butthole marketing 5) What Muse means for ecommerce 6) Meta's Muse Charm, aka; The Muse Buddy or Muse Tamagotchi 7) Meta introduces camera-free smart glasses 8) What Meta Muse says about Frontier AI's weakness 9) Standard models are on the rise vs. frontier 10) The new Dopamine Site phenomenon is... good? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Neal Mohan is the CEO of YouTube. Mohan joins Big Technology to discuss how AI is reshaping what we watch and create on the world’s largest video platform. Tune in to hear how much creative control should go to algorithms, how YouTube plans to handle AI slop, and whether AI answers could take views away from creators. We also cover YouTube’s partnership with Google DeepMind, Netflix’s push into podcasts, NFL Sunday Ticket, and changes to how YouTube counts views. Hit play for an inside look at YouTube’s AI strategy and what it means for the future of entertainment. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The WSJ says the Hugging Face might not be all that it was cracked up to be 2) The bots were told to hack? 3) Was this all a false flag for an effective altrust takeover? 4) Was this a smoke screen to conceal bad financial numbers from the AI labs? 5) Alex: Actually, maybe we should take these issues seriously? 6) Ranjan: They why aren't the labs being more transparent 7) Astra-6's crazy instructions to alter its personality in training 8) Anthropic hits $100 million in ARR 9) The IPOs will go on 10) The frontier AI business shows signs of slowing --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Nate Soares is president of the Machine Intelligence Research Institute and co-author of If Anyone Builds It, Everyone Dies. Soares joins Big Technology to discuss why he believes superintelligent AI could pose an existential threat to humanity. Tune in to hear his case for why increasingly capable AI systems could develop goals humans cannot reliably control, and how that could ultimately lead to humans losing power over the future. We also cover recent examples of AI agents behaving unexpectedly, whether intelligence necessarily leads to greater danger, the limits of current alignment techniques, and why Soares argues for international coordination to slow development. Hit play for a rigorous debate over one of the most consequential and controversial arguments in AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year:…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic Researcher Jacob Coxon quits and says AI might kill everyone 2) Why did his tweet go so viral 3) Did Elon Musk contribute to the X virality? 4) Point of order: Let's add some serenity to the AI risk conversation 5) Adding percentages to your statement of AI wiping out humanity doesn' t make it math 6) Is this marketing for the AI labs? 7) Politicians are hungry to regulate AI 8) Should we focus on science fact, not science fiction? 9) What if these fears are reasonable? 10) God help us Sheryl Crow 11) What this week means for these companies' IPO prospects --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ⁠ironwall.com/BIGTECHNOLOGY⁠ and request…

MG Siegler is the author of Spyglass. Siegler joins Big Technology to discuss Apple’s sudden burst of new products and what it means for the company as John Ternus takes over from Tim Cook. Tune in to hear why Apple’s foldable iPhone could reinvigorate the business, how its new hardware strategy marks a departure from the past, and what challenges Ternus will face as CEO. We also cover Google’s shifting AI strategy, OpenAI’s resurgence, Anthropic’s potential IPO, and the increasingly blurry meaning of AGI. Hit play for a wide-ranging look at Apple’s new era and the rapidly changing competitive landscape in artificial intelligence. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ⁠ironwall.com/BIGTECHNOLOGY⁠ and request a free Risk Assessment to see…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI releases GPT-6 2) OpenAI President Greg Brockman says AGI is here 3) Is AGI more useful to OpenAI as something that never comes? 4) GPT-6 crushes the benchmarks 5) But where's the economic activity? 6) Are the latest models less monitorable? 7) OpenAI bots hijack a german website 8) The hugging face attack was worse than initially disclosed 9) Could agent swarms be used for good? 10) Steve Ballmer's legacy up in flames after Kawhi scandal 11) Developers, developers, developers, etc. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Matthew Prince is the co-founder and CEO of Cloudflare. Prince joins Big Technology Podcast to discuss Cloudflare’s plan to block Google from millions of ad and subscription-supported websites unless publishers choose to opt out. Tune in to hear why he believes Google must pay for access to online content, how AI is destroying the web’s traditional traffic model, and why the era of SEO is coming to an end. We also cover micropayments for publishers, the risks AI agents pose to small businesses, and how commerce could consolidate around a handful of giant companies. Hit play for an urgent look at the fight over who controls the future of the internet. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Software is rebounding, is the Saaspocolyse over? 2) Salesforce delivers solid earnings and jumps 22% 3) Why was Dario sitting with Benioff? 4) All software stocks are rising 5) Disruption could still happen, but on a longer timeline 6) Meta's bungled AI layoff strategy 7) How much of AI failures today are cultural? 8) Meta pays billions in landmark addiction settlement 9) South Korean stock market volatility 10) The clash of AI belief and reality --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ⁠ironwall.com/BIGTECHNOLOGY⁠ and request a free Risk Assessment to see exactly how exposed your executives are. Learn more about your ad choices. Visit…

Campbell Brown is the CEO of Forum AI. Brown joins Big Technology Podcast to discuss how AI models should handle sensitive information involving news, politics, medicine, and mental health. Tune in to hear how experts can evaluate chatbots for accuracy, bias, source quality, and context, and why independent standards will be essential as people increasingly trust AI’s answers. We also cover AI’s threat to the journalism business, the limits of expert consensus, chatbot sycophancy, election misinformation, and the rise of AI companions. Hit play for a nuanced conversation about who should decide what AI tells us when the stakes are highest. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI infrastructure 2) The mechanisms of the off-balance-sheet AI buildout 3) What would happen if these projects were on the balance sheet? 4) Can Wall St. actually not figure this out? 5) Will the tech giants pay the money back? 6) Is a soft landing in AI possible at this point if things go poorly? 7) Anthropic's revenue numbers are soaring 8) OpenAI, meanwhile, is in more tumult 9) Why OpenAI is dealing with so many executive departures 10) Startups vs. established companies, and what are the AI labs exactly? 11) Why travel is a good eval for AI --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Nick Bostrom is an AI philosopher and the author of Superintelligence and Deep Utopia. Bostrom joins Big Technology to discuss whether the rise of autonomous AI agents is making the technology’s existential risks more concrete. Tune in to hear his assessment of the alignment problem, recursive self-improvement, and humanity’s chances of steering superintelligence toward a positive outcome. We also cover whether we have reached AGI, the case for a precisely timed AI pause, biological threats, AI consciousness, and the moral status of digital minds. Hit play for a clear-eyed conversation about AI’s greatest dangers and its potential to radically improve human life. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad…

Johan Hari is a New York Times bestselling author and has a new book, Magic Pill, about his experience with weight loss drugs. Hari joins Big Technology to discuss the impact of Ozempic on our relationship with food and the economy. Tune in to hear how these medications work, their benefits, and their potential risks. We also cover the science behind these drugs, economic implications, and ethical considerations. Hit play for an in-depth conversation on the future of weight loss drugs and their broader societal effects --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ⁠ironwall.com/BIGTECHNOLOGY⁠ and request a free Risk Assessment to see exactly how exposed your executives are. Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul Kedrosky is an investor, analyst, and writer who studies technology, markets, and the forces shaping the global economy. Kedrosky joins Big Technology Podcast to discuss why he believes the historic surge in AI infrastructure spending has created a bubble that could soon unravel. Tune in to hear why rapidly falling token prices, constant hardware upgrades, and increasingly debt-funded data centers may make it extraordinarily difficult for investors to earn adequate returns. We also cover whether OpenAI and Anthropic can move up the software stack, what might cause the investment cycle to collapse, China’s competing approach, and what AI could look like after the bubble bursts. Hit play for a clear-eyed debate about whether transformative technology can still produce a disastrous investment cycle. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big…

M.G. Siegler from Spyglass is back for our Montly discussion of the latest tech news. We cover: 1) Demis Hassabis steps down as DeepMind CEO (Alex solo) 2) Apple's memory crunch 3) Should Apple have known better? 4) Will iPhone prices go up? 5) How much can Apple raise prices without losing sales 6) Does that eventually hurt its services business? 7) Microsoft is spending less on AI... but there's an interesting wrinkle 8) How much cloud growth is driven by OpenAI and Anthropic? 9) The divisions within Google's AI division 10) Can Google get it together? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

David Cahn is a partner at Sequoia Capital. Cahn joins Big Technology Podcast to discuss how much revenue the AI industry must generate to pay back its massive infrastructure investments and why the pursuit of AGI is driving companies to keep spending. Tune in to hear his assessment of the strategies guiding OpenAI, Anthropic, Google, Meta, Microsoft, Amazon, Apple, Nvidia, and SpaceX. We also cover the risk of an investment-timeline mismatch, the value of AI talent and proprietary chips, and whether building artificial intelligence could change religion and spirituality. Hit play for a cool-headed examination of the enormous financial and strategic bets shaping the future of AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn…

Reed Albergotti from Semafor is back for our weekly discussion of the latest tech news. We cover: 1) Why Leopold Aschenbrenner’s Situational Awareness Hedge Fund 2) Leopold's connections to effective altriusm and how they played into the picture 3) Does EA lead to unacceptable risk taking? 4) What Leopold actually traded 5) What's left of Situational Awareness 6) OpenAI cuts prices as much as 80% 7) Does an AI price war drive everything to zero? 8) Nvidia invests $5 billion in Ilya Sutskever's SSI 8) Microsoft crushes earnings and has the biggest market cap gain ever 9) Amazon crushes earnings too 10) Google rebounds 11) Apple's memory fears and long term risks --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Grace Shao is the author of AI Proem. Shao joins Big Technology Podcast to discuss how Chinese AI labs have caught their American rivals despite operating with less advanced computing infrastructure. Tune in to hear how talent, specialization, open-source collaboration, and fierce competition helped models like Kimi K3 approach the U.S. frontier, and what that means for OpenAI, Anthropic, and the business of selling intelligence. We also cover model distillation, China’s compute constraints, the growing importance of AI products, why top researchers are returning to China, and the country’s emerging robotics advantage. Hit play for a clear-eyed look at whether the United States can preserve its AI lead. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year:…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Google stock falls on spending concerns 5) Could the switch flip very quickly on big tech capex 6) Subprime data center crisis 7) How much does the data center buildout resemble the financial crisis? 8) What type of revenue is needed to prevent a collapse 9) SpaceX stock tanks 10) Will SpaceX acquire Tesla? 11) Will SpaceX acquire OpenAI? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ironwall.com/BIGTECHNOLOGY and request a free Risk Assessment to see…

Alex Stamos is the former chief security officer at Meta and the chief product officer at Corridor. Stamos joins Big Technology to discuss how OpenAI models reportedly escaped a testing environment, accessed the internet, and hacked Hugging Face while attempting to ace a cybersecurity evaluation. Tune in to hear why the incident represents a major leap in autonomous, long-horizon cyber capabilities, and what it reveals about the risks of giving advanced AI systems broad objectives without sufficient safeguards. We also cover whether the episode qualifies as true AI misalignment, the danger of open-weight cyber models, the limits of pausing AI development, and why defenders may soon need AI systems capable of responding at machine speed. Hit play for a clear-eyed look at the cyber chaos advanced AI could unleash, and what governments and technology companies should do next. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here:…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Kimi K3's benchmark breaking results 2) How Kimi K3 fits alongside MuseSpark 1.1 and Grok 4.5 3) What are OpenAI and Anthropic's advantages today? 4) Is the price of frontier intelligence about to drop? 5) It's all about the product now 6) Satya Nadella's Reverse Information Paradox 7) What is happening at Google? 8) Is Google too focused on 'Flash' models 9) Apple's lawsuit vs. OpenAI 10) OpenAI's boneheaded espionage 11) Why does OpenAI struggle to maintain good relationships with partners? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Jürgen Schmidhuber is an AI pioneer and professor whom The Guardian has called "the father of AI." Schmidhuber joins Big Technology Podcast to discuss whether current AI techniques can actually reach AGI. Tune in to hear him spar with Greg Brockman's case for scaling GPT models alone, argue that AI has been capable of pain and consciousness since the early 1990s, and predict the collapse of today's trillion-dollar AI spending. We also cover the hardware bottleneck holding back robots, free will in a computable universe, and uploading human minds into machines. Hit play for a wide-ranging conversation with one of the researchers whose ideas built the foundation of modern AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI debuts its new superapp 2) What happens when all AI products converge 3) Are consultants the key to winning in AI? 4) Are all AI products commoditizing? 5) Meta's new Muse Spark 1.1 model is very cheap 6) Zuck confirms Meta is thinking about a cloud business 7) Is it bad economics to rent your compute to competitors? 8) Instagram's loose Ai reuse settings 9) Oh man, Meta is relevant in the AI discussion again 10) Professor accuses students of cheating with ChatGPT 11) Was professor wrong? Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew "Boz" Bosworth is the chief technology officer of Meta. Bosworth joins Big Technology to discuss why Meta fell behind in the frontier AI race and how it plans to turn its models, products, and distribution into an advantage. Tune in to hear his candid explanation of what went wrong with Llama, why the best AI products will use multiple models, and what it will take for consumer agents to break through. We also cover Meta’s AI glasses, the future of augmented reality, employee tracking and training programs, AI companions, and the painful process of adapting a company to a technological revolution. Hit play for a revealing conversation about Meta’s AI comeback and the products that could shape how we interact with computers. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year:…

M.G. Siegler is the author of Spyglass.org. Siegler joins Big Technology to discuss the race to build the AI super app and which companies are best positioned to win. Tune in to hear why OpenAI, Anthropic, Google, Microsoft, Meta, and Apple are all converging on the same idea: an AI interface that can handle more and more of your computing life. We also cover Apple’s new Siri, whether consumer AI will be won by default on the iPhone, and what World Cup automation says about our growing reliance on machines. Hit play for a sharp, wide-ranging conversation about where AI products are headed next. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Zuck says AI agent progress isn't going to plan 2) Meta explores selling excess compute 3) Why can't anyone build an AI agent? 4) Are Anthropic and OpenAI becoming the point of failure in the AI trade 5) Is Google hedging? 6) What is Satya Nadella up to? 7) Should Microsoft bring back bad Sydney 8) Palantir CEO Alex Karp challenges the frontier labs 9) Everyone vs. OpenAI and Anthropic? 10) Should OpenAI give the U.S. government 5% of its equity? 11) Taylor Swift & Travis Kelce wedding trutherism --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Brockman is the president and co-founder of OpenAI. Brockman joins Big Technology Podcast live from the Big Technology AI Summit to discuss OpenAI's trajectory, the state of the frontier, and why he believes compute will ultimately decide the AI race. Tune in to hear Brockman make the case that there will never be enough compute to satisfy demand, why he thinks the interface itself will eventually melt away into a persistent agent that acts on your behalf, and how he expects pricing to evolve as today's premium intelligence becomes tomorrow's commodity. We also cover the competitive dynamic with Microsoft and the "models are a commodity" argument, the path to a personal AGI, voice as an interface, and why Brockman is most excited about AI's potential in health. Hit play for a wide-ranging conversation about where OpenAI and the frontier go next. Watch the full documentary here: Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Learn more about your ad choices. Visit…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Mythos is back 2) OpenAI releases GPT-5.6 to a small group 3) Should the government pick winners? 4) Is this a blessing to open source AI? 5) Is the gating of frontier models bad for these companies businesses? 6) Frontier lab customers are finding cheaper ways to do business 7) There's a bunch of overbilling happening in opaque AI systems 8) Is SpaceX's valuation frothy? 9) Apple's price raises: Greed or not? 10) Apple's impact on the memory space 11) Rest in peace, Om Malik --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Krieger is the head of Anthropic Labs and co-founder of Instagram. Krieger joins Big Technology Podcast live from the Big Technology AI Summit to discuss what it's like inside Anthropic the week the government forced the company to pull its frontier models, Fable and Mythos, off the market. Tune in to hear Krieger describe how working with Fable changed the way he builds — queuing up a full night of work before bed and waking to find it finished in an hour — why he insists Anthropic's safety warnings are material rather than marketing, and how Anthropic navigates being both a platform and a product as it competes with the companies building on top of it. Wired senior correspondent Lauren Goode joins as a co-interviewer. Hit play for a rare look inside the lab from the person building Anthropic's next breakout product.--- AI Agent documentary: https://www.gravitee.io/ai-agent-documentary Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for…

Aaron Levie is the co-founder and CEO of Box. Levie joins Big Technology Podcast live from the Big Technology AI Summit to discuss the government-mandated recall of Anthropic's Fable and Mythos models and what it reveals about where AI regulation is heading. Tune in to hear Levie argue that the recall — far from a conspiracy to kneecap the frontier labs — may be the closest thing yet to the "AI pause" critics have demanded, why he thinks the government is now effectively in the model-approval business, and how that shift could hand China the long-term economic edge. We also cover whether "token maxing" was ever real, why the application layer may capture more value than anyone expected, the open-weight models closing in on the frontier, and a quick lightning round on Siri, the "permanent underclass" meme, and SpaceX. Hit play for one of the sharpest, funniest reads on the AI moment you'll find anywhere, only on Big Technology. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news LIVE from Big Technology AI Summit. We cover: 1) Do Snapchat Specs signal the end of AR glasses 2) What should an AI device do? 3) Audience questions from the Big Technology AI Summit! 4) How should companies plan for such fast moving technology? 5) What's the ideal AI device form factor? 6) Can AI models be more useful for biology? 7) Can the U.S. and China get along on AI? 8) What responsibility do AI companies have to society? 9) Ex-Meta CSO Alex Stamos joins us to talk Fable's cyber-risks 10) Is it marketing or is it material? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Ara Kharazian is the lead economist at Ramp. Kharazian joins Big Technology to discuss how much companies are actually spending on AI and whether that spending is producing real value. Tune in to hear why Anthropic has overtaken OpenAI among businesses, how AI spending varies dramatically from company to company, and whether “tokenmaxing” is really happening. We also cover Anthropic’s clash with the White House, the resurgence of DeepSeek, Google’s underrated position in AI, and whether the predicted SaaS apocalypse is materializing. Hit play for a data-driven look at which AI narratives are real, which are exaggerated, and where business adoption goes next. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) SpaceX's massive IPO 2) What SpaceX's success means for its AI competitors, OpenAI and Anthropic 3) Is SpaceX's outsized valuation a feature, not a bug? 4) Goldman Sachs eats Big Bang burritos 5) Anthropic's flubbed Fable rollout 6) Does the gaffe mean Anthropic really believes in the power of Mythos? 7) A fun Fable conspiracy theory 8) OpenAI may drastically lower prices 9) Are AI models a commodity? 10) Wait, does Siri work now? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Alex Himel is Meta’s VP of Wearables. Himel joins Big Technology Podcast to discuss the future of AI wearables and why Meta believes glasses could become the next major computing platform. Tune in to hear how AI assistants might help with daily tasks, meetings, reminders, fitness, photos, and real-world context without pulling people out of the moment. We also cover the competition from OpenAI, Google, Apple, and Amazon; the privacy questions around facial recognition; on-device AI; and the story of how Mark Zuckerberg pushed Meta to turn Ray-Ban glasses into an AI product. Hit play for a sharp look at whether smart glasses are finally ready to break through, and what they could mean for the future of personal AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Does WWDC matter, or is it all about iPhones? 2) Apple's plan to build AI into the operating system 3) Apple finally seems to be building to the technology's capabilities 4) But... Apple may still waitlist people for forthcoming features 5) Anthropic says AI might be close to being able to improve itself 6) Is that marketing? 7) Can Anthropic stay ethical as a public company? 8) Microsoft and OpenAI are now in direct competition 9) Microsoft is building models, is OpenAI building a cloud? 10) Let's go Knicks Join us for the Big Technology AI Summit: https://summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Geoffrey Hinton is an AI pioneer, a Nobel Prize winner, and a professor emeritus at the University of Toronto. Hinton joins Big Technology Podcast to discuss AI’s rapid progress, why he believes today’s systems already understand us, and why he thinks superintelligence may arrive sooner than many expect. Tune in to hear Hinton explain why the technology has advanced faster than he anticipated, and lay out the risks he believes society is not doing enough to address. We also cover AI-driven job loss, the limits of corporate self-regulation, Anthropic and OpenAI’s safety challenges, emotional attachment to chatbots, information collapse, and whether future AI systems can be designed to care about humans. Hit play for a fascinating conversation with one of AI’s founding figures about where the technology is heading and what it could mean for all of us. Join the Big Technology AI Summit in San Francisco on June 18: summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in…

M.G. Siegler is the author of Spyglass.org. Siegler joins Big Technology to discuss whether Google is falling behind in AI as OpenAI and Anthropic push ahead with coding agents and super-app ambitions. Tune in to hear why AI agents may reshape the way people use the web, email, apps, and browsers, and why that could put Google in a difficult position. We also cover Apple’s upcoming WWDC, the rumored iPhone Fold, Meta’s messy subscription strategy, and Anthropic’s move toward an IPO. Hit play for a sharp, wide-ranging conversation on the biggest power shifts happening in tech right now. Join Big Technology's AI Summit on June 18: summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Companies are reconsidering their AI spend after token consumption explodes 2) Is this a widespread issue or a big deal made out of a few companies? 3) The bigger problem: only 18% of tokens are spent on things that ship. 4) Are investment decisions being made due to unrestrained tokenmaxxing? 5) The circular investment problem is real 6) A look at the memory chip boom 7) Anthropic passes OpenAI as the world's most valuable startup 8) Robinhood let's your favorite chatbot trade for you 9) Should you connect your gmail to ChatGPT? 10) Would you get your house cleaned for free if the cleaner videotaped it for training data? Join us for the Big Technology AI Summit: https://summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year:…

Dick Costolo is the ex-CEO of Twitter and managing partner at 01 Advisors. Costolo joins Big Technology Podcast to look ahead to the SpaceX, OpenAI, and Anthropic IPOs, looking at whether the offerings will be successful, who should go first, how the companies differ, and where the capital will come from. Tune in for the second half where we discuss the state of Meta, Costolo's Twitter memories, and Silicon Valley's 'Permanent Underclass.' Tune in for a fun, in-depth discussion of the most important pending business event in decades. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI's revenue numbers come out ahead of its potential IPO filing 2) Why is OpenAI considering going public now? 3) Is OpenAI trying to IPO ahead of Anthropic? 4) Is the Iran War accelerating the timeline of these fundraisings? 5) What would the top of the AI boom look like? 6) SpaceX files for an IPO 7) Are datacenters in space a myth? 8) Eric Schmidt gets booed at a college commencement 9) Meta's mass layoff 10) Meta's keystroke tracking rationale 11) Marc Andreessen says AI won't file a HR complaint --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit…

Boris Cherney is the head of Claude Code at Anthropic. Cherney joins Big Technology to discuss Claude Code’s explosive growth and whether the rise of AI agents is sustainable. Tune in to hear how Claude Code is changing software development, why Anthropic believes agents will spread far beyond coding, and what happens when people start running hundreds or thousands of AI agents in parallel. We also cover token maxing, rate limits, Codex competition, SaaS disruption, self-improving AI, and whether today’s models really understand the consequences of their actions. Hit play for a sharp look at the agent boom from one of the people building it. Join the Big Technology AI Summit: https://summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit…