Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Cloudflare CEO Matthew Prince says AI is disappearing the web 2) Will there be new business models that replace the current web-based models? 3) Is the AI Agent thing really happening? 4) Vibecoding riches 5) Court rules Anthropic can train on books (but not steal them) 6) Anthropic will study AI’s economic impact 7) Is chatbot companionship good for us? Anthropic says ye...
Jun 27, 2025•1 hr 7 min
Tom Lee is the chief investment officer at Fundstrat Capital and head of research at FSInsight. He joins Big Technology Podcast to discuss whether generative AI wave is actually holding up the stock market and what would happen if it stalled or fell apart. We discuss what an AI 'Black Swan' event would look like, whether the bubble would pop, and what happens if AI gets too good. Tune in for the second half where we discuss how Lee predicts stock market movements, why the market is holding up we...
Jun 25, 2025•1 hr 3 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI and Microsoft's tension boils as business relationship grows complex 2) Is Microsoft being anticompetitive? 3) How much money OpenAI owes Microsoft 4) Who holds the power in the relationship? 5) OpenAI discounts ChatGPT enterprise 6) New study shows using ChatGPT leads to eroding critical thinking skills 7) Does ChatGPT help or hurt education? 8) Andy Jassy says AI will replace Amazon workers 9...
Jun 20, 2025•48 min
Dwarkesh Patel is the host of the Dwarkesh Podcast. He joins Big Technology Podcast to discuss the frontiers of AI research, sharing why his timeline for AGI is a bit longer than the most enthusiastic researchers. Tune in for a candid discussion of the limitations of current methods, why continuous AI improvement might help the technology reach AGI, and what an intelligence explosion looks like. We also cover the race between AI labs, the dangers of AI deception, and AI sycophancy. Tune in for a...
Jun 18, 2025•1 hr 12 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's 'Gentle Singularity' essay 2) Is Altman overhyping the technology's current capabilities 3) Why the next few years may see crazy AI development 4) The case for and against humanoid robots 5) OpenAI's o3 pro model and the value of tool use 6) Meta's acquihire-zition of ScaleAI and founder Alexandr Wang 7) The case for the move and the rationale behind Zuck's aggressiveness 8) MetaAI posts ...
Jun 13, 2025•1 hr
M.G. Siegler is the author of Spyglass . He joins Big Technology to discuss Apple’s subdued WWDC and whether it signals deeper trouble with AI's capabilities. Tune in to hear a breakdown of Apple’s “UI over AI” approach, whether the company can pull off the Apple Intelligence vision at all, and if Liquid Glass is a redesign destined to fail. We also cover the vibes at the conference and the state of Apple today. Hit play for clear-eyed, no-nonsense analysis of the tech world’s biggest stories. -...
Jun 11, 2025•56 min
Alex Kantrowitz joins live from WWDC, where Apple just announced a number of new design changes including a completely updated operating system with 'Liquid Glass' styling. But in an era of reinvention, where AI is at the center of the technology's evolution, Apple introduced a number of refinements. This short, solo episode looks at Apple's strategy, vision, and execution in a changing moment for the tech industry. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your pod...
Jun 09, 2025•14 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) What's coming at Apple's WWDC developer conference 2) Apple may be taking an AI gap year 3) Apple's Upcoming AI bets 4) Airpods enhancements 5) Apple's new operating system 6) Why Apple should buy Perplexity 7) Is Perplexity positioning itself for a sale 8) Elon vs. Trump explodes 9) What the fight means for Tesla, SpaceX, the Tech Right, and Musk's legacy 10) Why Elon needs robotaxis more than ever 1...
Jun 06, 2025•1 hr 1 min
Anthony Scaramucci is the founder and managing partner at SkyBridge Capital, and host of The Rest Is Politics US. Scaramucci joins Big Technology Podcast to talk about his brief experience as Trump's communication director, what derailed Elon Musk’s White House stint, the problems with Trump’s 'Big Beautiful Bill,' the state of the trade war, Tim Cook’s tariff troubles, bitcoin, and more. We also cover Long Island culture at the top of the show, if you’re into that. Tune in for a fast paced, fas...
Jun 04, 2025•1 hr 5 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic CEO Dario Amodei's prophesy that 50% of entry level work will disappear 2) Hype or true: Is mass AI-driven unemployment just marketing? 3) How Amodei's prediction could come true 4) How work might shift even before job loss, as in the case of Amazon's engineers 5) NVIDIA's business is booming 6) Are export restrictions on China working? 7) DeepSeek's updated R1 model is here 8) Meta's AI pro...
May 30, 2025•51 min
Y-Lan Boureau is the founder & CEO of ThrivePal, an OpenAI-funded AI startup, and a former Meta AI researcher. Boureau joins Big Technology Podcast to discuss why the next frontier for AI should be science‑backed coaching that nudges us toward healthier habits and deeper real‑world relationships. Tune in to hear how large‑language models can push users to lift weights, regulate emotions, and support their friends’ growth. --- --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐...
May 28, 2025•1 hr 5 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Alex's unexpected Sergey Brin interview 2) Jony Ive sells his IO device company to OpenAI 3) What this device could be 4) Is Jony + Sam bad for Apple? 5) Could this device work? 6) What the move to ambient assistants could signal for tech 7) Anthropic's first developer event 8) Is Anthropic's move to code and tools a smart one? 9) Claude will blackmail you 10) Sorting through hype vs. truth in a fun g...
May 24, 2025•51 min
Demis Hassabis is the CEO of Google DeepMind. Sergey Brin is the co-founder of Google. The two leading tech executives join Alex Kantrowitz for a live interview at Google's IO developer conference to discuss the frontiers of AI research. Tune in to hear their perspective on whether scaling is tapped out, how reasoning techniques have performed, what AGI actually means, the potential for an intelligence explosion, and much more. Tune in for a deep look into AI's cutting edge featuring two executi...
May 21, 2025•31 min
Koray Kavukcuoglu is the Chief Technology Officer of Google DeepMind. Kavukcuoglu joins Big Technology to discuss how his team is pushing the frontier of AI research inside Google as the company's Google IO developer event gets underway. Tune in to hear Kavukcuoglu break down the value of brute scale versus novel techniques and how the new inference-time “DeepThink” mode could supercharge reasoning. We also cover Veo 3’s sound-synced video generation, the open-source-versus-proprietary debate, a...
May 20, 2025•30 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) ChatGPT ranks No. 5 among all websites worldwide 2) ChatGPT is the only website among the top ranked by SimilarWeb that is growing 3) How do chatbots get information if they replace the web? 4) Grok's 'white genocide' messaging campaign 5) What's in a system prompt, with a look inside Grok's 6) The truth about Timothée Chalamet 7) Filing stories directly into ChatGPT? 8) Meta slams into big problems i...
May 16, 2025•54 min
Emily Bender is a computational linguistics professor at the University of Washington. Alex Hanna is the Director of Research at the Distributed AI Research Institute. Bender and Hanna join Big Technology to discuss what their new book, “The AI‑Con," which they describe as the layered ways today’s language‑model boom obscures environmental costs, labor harms, and shaky science. Tune in to hear a lively back‑and‑forth on whether chatbots are useful tools or polished parlor tricks. We also cover b...
May 14, 2025•1 hr 2 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI has another new top executive structure 2) What is Sam Altman's role now? 3) Who is Fidji Simo, OpenAI's new CEO of Applications 4) OpenAI abandons total for-profit conversion 5) Microsoft's demands on OpenAI 6) Could Apple replace Google as the default search with AI? 7) Is it an either or decision? 8) Could Apple make AI companies bid for the default search position? 9) Everyone is cheating u...
May 09, 2025•55 min
Gary Marcus is a cognitive scientist, author, and longtime AI skeptic. Marcus joins Big Technology to discuss whether large‑language‑model scaling is running into a wall. Tune in to hear a frank debate on the limits of “just add GPUs" and what that means for the next wave of AI. We also cover data‑privacy fallout from ad‑driven assistants, open‑source bio‑risk fears, and the quest for interpretability. Hit play for a reality check on AI’s future — and the insight you need to follow where the ind...
May 07, 2025•55 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) What an 'AI-First Company' is 2) Aaron Levie's AI-first memo to Box. 3) Luis von Ahn's AI-first memo to Duolingo 4) Tobi Lutke's AI-first memo to Shopify 5) Can non-tech company be AI-first? 6) Apple earnings 7) Apple's federal government issues 8) Microsoft earnings 9) Amazon earnings 10) Meta Earnings 11) NVIDIA vs. Anthropic 12) More on AI consciousness 13) The very handy Mag2 --- Enjoying Big Techn...
May 02, 2025•1 hr 5 min
Jamil Ghani is Amazon’s Vice President of Prime. Ghani joins Big Technology Podcast to discuss Amazon's position in the ongoing trade war and how Alexa Plus combined with Prime will appeal to its customers. Tune in to hear Ghani debunk the headline about tariff price labels, walk through Alexa Plus’s rollout, and outline why Amazon believes its approach to a contextually-aware assistant will work. We also cover Prime Day strategy, supply-chain regionalization, warehouse robotics, and Amazon’s gr...
Apr 30, 2025•55 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Anthropic researcher's assertion that there's a 15% chance Claude is conscious 2) What happens if people believe AI is sentient? 3) Why consciousness and intelligence are different 4) Hey, is this all just marketing? 5) Anthropic CEO Dario Amodei's push for AI model interpretability 6) China's robot half-marathon 7) Tesla's wild earnings week 8) Why Google is thriving despite the ChatGPT threat 9) Are ...
Apr 25, 2025•1 hr 7 min
Dylan Patel is the founder and CEO of SemiAnalysis. He joins Big Technology Podcast to explain how generative AI work, explaining the inner workings of tokens, pre-training, fine-tuning, open source, and reasoning. We also cover DeepSeek’s efficiency breakthrough, the race to build colossal AI data centers, and what GPT-5’s hybrid training approach could unlock. Hit play for a masterclass you’ll want to send to every friend puzzled (or excited) about the future of AI. --- Enjoying Big Technology...
Apr 23, 2025•42 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Is OpenAI's o3 model AGI? 2) Maybe it's AGI when you squint 3) Why people are floating the idea that OpenAi is close to AGI 4) Is OpenAI going to declare that GPT-5 is AGI 5) What's in it for companies saying they've achieved AGI first? 6) AI's new memory capabilities add something big to the experience 7) Is AI the new social media? 8) Facebook has moved away from friend sharing 9) Could Google be bro...
Apr 18, 2025•54 min
Grace Shao is a Hong Kong-based writer and analyst, and author of AI Proem on Substack newsletter. She joins Big Technology Podcast to discuss China's rise in artificial intelligence, and whether (and how) it can be a global player. Tune in to hear how China's AI startups are rapidly productizing cutting-edge tech, why it keeps developing open-source models, and why it's surging in robotics. We also cover AI agents like Manus, chip shortages, and the entrepreneurial resurgence transforming Chine...
Apr 16, 2025•1 hr 5 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Ranjan's experience during the financial crisis 2) The uncertainty around operating a business today 3) Why bond traders are important 4) Could the U.S. position in global trade decline? 5) Was it the tariffs or the rollout that's causing chaos? 6) Why Apple manufactures in China 7) Exposure of Amazon, Apple, Microsoft, Google, And Meta to tariffs 8) How this might end --- Enjoying Big Technology Podca...
Apr 11, 2025•58 min
Thomas Kurian is the CEO of Google Cloud Platform. He joins Big Technology Podcast to discuss how AI is changing the competitive balance in cloud services and why he believes Google has a chance to win. We also discuss the various use cases Google customers are finding for GenAI in the technology's early days, and whether the agent buzz is real. Finally, towards the end of the conversation we touch on tariffs and their impact on the cloud services business. Tune in for a wide ranging conversatio...
Apr 09, 2025•57 min
Ryan Petersen is the CEO of Flexport. Adam Parker is the CEO of Trivariate Research. Today we host an 'emergency' special report on the impact of tariffs on tech and the economy. Join us for the first half where Petersen breaks down what the administration is hoping to do with its tariff policy, whether it's advisable, what the near and long term impacts will be, and whether Trump will blink. In the second half, Parker, a star equity analyst, highlights how Amazon, Apple, Google, Meta, Microsoft...
Apr 07, 2025•1 hr 11 min
Mustafa Suleyman is the CEO of Microsoft AI and a co-founder of DeepMind. He joins Big Technology to discuss Microsoft's strategy to build more personalized and emotionally intelligent AI companions. Tune in to hear how Microsoft is differentiating its AI offerings through personality design, memory features, and action capabilities that could transform our digital interactions. We also cover Microsoft's data center plans, its relationship with OpenAI, and predictions about when we might reach A...
Apr 04, 2025•55 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) OpenAI's $40 billion fundraise 2) Is the $40 billion number real? 3) Can OpenAI live up to the expectations that come along with the money? 4) What OpenAI will spend the cash on 5) AI products are growing fast 6) Would you go to AI therapy? 7) Is AI a letdown? 8) Why AI boasts have gotten ahead of the technology 9) AI's brand risk 10) Was the problem with Apple Intelligence actually AI, not Apple? 11) ...
Apr 02, 2025•1 hr 3 min
Brian McCullough is the host of Techmeme Ride Home. He's back for our weekly discussion of the latest tech news. We cover: 1) Why everyone's using ChatGPT to make Ghibli art 2) What is Ghibli 3) OpenAI's product dominance stands out 4) The Studio Ghibli copyright question 5) The AI servers are at capacity 6) The AI datacenters are still probably built out too early 7) What's CoreWeave? 8) CoreWeave's IPO disappoints 9) OpenAI eyes $40 billion fundraise 10) Is Silicon Valley about to lose its mon...
Mar 28, 2025•59 min
