Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) The rise of Bluesky 2) What we want from a social network 3) Big Tech's strong earnings 4) What Big Tech's performance says about the broader economy 5) UK blocks Microsoft Activision 6) Clubhouse layoffs 7) End of the pandemic economy 8) Do we want humans to disclose when AI writes for them? -- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly up...
Apr 28, 2023•50 min•Season 1Ep. 176
Josh Brown is the CEO of Ritholtz Wealth Management and the host of the Compound and Friends podcast. Brown joins Big Technology Podcast to dig into why tech companies are still reeling from tighter financial markets even as their share prices return to something approximating normal after the 2022 bloodbath. In this episode, Brown shares what Wall Street demands from the tech industry and its employees and where it might be headed next. Stay tuned for the second half where we go company by comp...
Apr 26, 2023•57 min•Season 1Ep. 175
Nico Grant of The New York Times joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) The state of the AI war between Google, Microsoft, and OpenAI 2) Google's AI reorganization and what it means 3) Sundar Pichai's PR offensive 4) Google's forthcoming product counterpunch 5) How finances factor in to the companies' decision 6) Where we are on the innovation curve 7) The forthcoming multimodal models 8) Who wins 9) Elon's rough 4/20 10) The end of BuzzFeed News and th...
Apr 21, 2023•1 hr•Season 1Ep. 174
Congressman Ro Khanna represents California's 17th congressional district. He joins Big Technology Podcast fresh off a visit to Taiwan, where he visited with Taiwan Semiconductor leadership and Taiwan government officials. In this episode, we discuss TSMC's strategic importance to the global economy, the prospect of conflict in Taiwan, and the U.S. effort to build manufacturing capacity at home. Stay tuned for the second half where we discuss why Big Tech regulation has stalled, the latest on Ti...
Apr 19, 2023•37 min•Season 1Ep. 171
Square co-founder and Invisibly founder Jim McKelvey joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) The state of the economy and markets 2) Fears of a credit crunch, or is it a credit tightening? 3) The state of the commercial real estate market 4) How commercial real estate's struggles impact small and regional banks 5) The decline in VC funding in Q1 6) What is 'dry powder' anyway? 7) Reflecting on Uber again 8) What is AutoGPT? 9) Regulating AI 10) Sell your...
Apr 14, 2023•1 hr•Season 1Ep. 172
Emil Michael is the former chief business officer of Uber and the current chairman and CEO of DPCM Capital. Michael joins Big Technology Podcast to discuss what's happened to 'sharing economy' darlings Uber, Lyft, AirBNB, and more. With deep insight into these companies' business models, Michael breaks down how they've reacted to our shift away from a zero-interest rate environment, examining who might win — if anyone. Stay tuned for the second half where we discuss Michael's thoughts on the lat...
Apr 12, 2023•49 min•Season 1Ep. 171
Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) Whether the Internet has actually helped increase our productivity 2) Whether AI will do a better job of it 3) How Meta might use AI 4) Google's plan to but AI chat into search 5) Whether companies developing on AI platforms might be subsumed by them 6) The jobs report 7) The end of perks at big tech companies 8) Workers who did nothing at big tech companies 9) Twitter vs. Substack 10) Substack's financ...
Apr 07, 2023•57 min•Season 1Ep. 170
Michael Mignano is a partner at Lightspeed VC. Joe Marchese is a general and build partner at Human Ventures. The two investors join Big Technology Podcast to discuss this new wave of generative AI's potential. We interrogate how this technology might be overhyped, and then speak about the potential areas of opportunity. Three domains stand out: 1) Content creation and entertainment. 2) Search and discovery. 3) AI as an assistive agent. Tune in for the second half where we discuss platform strat...
Apr 05, 2023•42 min•Season 1Ep. 169
Erin Griffith is a reporter at the New York Times. She joins Big Technology Podcast to break down the week's news. We cover: 1) The end of Blue Check verification on Twitter for notable users. 2) The open letter to stop AI research processing beyond its current state. 3) Whether we could stop developing AI technology, even if we wanted to. 4) Italy's plan to stop ChatGPT. 5) Police departments using facial recognition to make wrongful arrests. 6) The rising field of 'prompt engineers.' 7) Startu...
Mar 31, 2023•53 min•Season 1Ep. 168
Palmer Luckey is the founder of Oculus VR and the founder of Anduril, a military technology company. Luckey joins Big Technology Podcast to discuss Meta’s Metaverse ambitions, whether they’re misguided, and how Apple is poised to compete. Stay tuned for the second half, where we discuss the prospects — and advisability — of AI warfare, how the technology might spill over to police departments, and what a just war is. We discuss the prospects of sentient AI's threat to humanity at the very end. -...
Mar 29, 2023•1 hr 18 min•Season 1Ep. 167
Eric Newcomer is the founder and author of Newcomer. Louise Matsakis is the tech and China reporter for Semafor. Both join Big Technology podcast to break down the week's news. We cover: 1) The SEC's notice to Coinbase that enforcement action might be coming. 2) Hindenberg Research targeting Block. 3) Character AI raising $150 million at a $1 billion valuation with no revenue. 4) Tiktok's day before congress 5) TikTok's future in the U.S. 6) Cow and Zebra escapes this week. ---- Enjoying Big Tec...
Mar 24, 2023•48 min•Season 1Ep. 166
Kevin Systrom is the co-founder of Instagram and co-founder of Artifact, a news app that uses AI to determine your preferences and show stories you might be interested in. Systrom joins Big Technology Podcast to discuss the implications of all social media — Facebook, Instagram, TikTok, YouTube, Twitter — starting to look like each other. We speak about how the rise of AI recommendation feeds impacts the future of competition among these apps, creativity upon them, and distribution for people lo...
Mar 22, 2023•55 min•Season 1Ep. 165
Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) SVB's depositors' role in the collapse 2) The over-financialization of tech 3) The continuing risk to the rest of the banking system 4) The re-rerating of late-stage startup valuations 5) Stripe's down round 6) The release of GPT-4 7) GPT-4 in Microsoft Office 8) How AI might eliminate modern apps vs. be a feature 8) TikTok's potential sale or ban 9) How AI might help you date. -- Enjoying Big Technolog...
Mar 17, 2023•53 min•Season 1Ep. 164
Om Malik is a partner emeritus at True Ventures and a former tech journalist. Chris Tolles is a Silicon Valley entrepreneur and former CEO of Topix. The two longtime tech insiders join Big Technology Podcast to discuss the aftermath of Silicon Valley Bank's collapse. We cover not only what the bank meant to the tech industry — and how its failure will change the landscape — but why so many people were happy to see it fail, and sought to prevent a bailout. Join us for a nuanced discussion of Sili...
Mar 15, 2023•1 hr•Season 1Ep. 163
Dan Primack is the business editor at Axios. He joins Ranjan Roy and Alex Kantrowitz for a special edition of our Friday podcast. We typically run through the week's news in this edition of the podcast, but there is really only one tech story this week, the demise of Silicon Valley Bank, and we dive into it in depth. This episode was recorded right before the government shut down SVB, so a sale was still an option, but as you listen you'll learn exactly what contributed to the bank's collapse an...
Mar 10, 2023•39 min•Season 1Ep. 162
Benedict Evans is a star tech analyst who’s spent years at Andreessen Horowitz and is now independent. Evans joins Big Technology Podcast to highlight some big, surprising new shifts in the tech industry, which he covers in a new presentation called the New Gatekeepers. In this episode, we discuss how media and retail are blending, with a focus on Amazon's ad business. Stay tuned for the second half, where Evans goes into depth about the potential for AI APIs, especially ChatGPT's. --- Enjoying ...
Mar 08, 2023•1 hr 6 min•Season 1Ep. 161
The Wall Street Journal’s Tom Dotan joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) Salesforce’s recent struggles 2) Salesforce’s ‘monster quarter’ 3) Amazon hitting pause on HQ2 4) State of the market 5) OpenAI’s ChatGPT API 6) OpenAI vs. Microsoft? 7) Tinder robberies. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linked...
Mar 03, 2023•1 hr•Season 1Ep. 160
Ben Smith is the co-founder and editor-in-chief of Semafor, and the author of Traffic: Genius, Rivalry, and Delusion in the Billion-Dollar Race to Go Viral (available for preorder now ). He joins Big Technology Podcast for a discussion of social media's divorce from the news industry, and what it means for the platforms and publishers. We talk plenty about Semafor, including how it's working to build an audience, distribute its work, run a business, and get scoops. Stay tuned for the second half...
Mar 01, 2023•54 min•Season 1Ep. 159
The Information's Sr. Reporter Cory Weinberg joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover 1) Paying for social media 2) What's next for the struggling IPO market 3) Whether private tech companies like Stripe can keep compensating through RSUs 4) DOJ moves to block Figma sale 5) What happened to voice computing? 6) The prospects of the four-day workweek. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly ...
Feb 24, 2023•49 min•Season 1Ep. 159
Blake Lemoine is the ex-Google engineer who concluded the company's LaMDA chatbot was sentient. Gary Marcus is an academic, author, and outspoken AI critic. The two join Big Technology Podcast to debate the utility of AI chatbots, their dangers, and the actual technology they're built on. Join us for a fascinating conversation that reveals much about the state of this technology. There's plenty to be learned from the disagreements, and the common ground as well. --- Enjoying Big Technology Podca...
Feb 22, 2023•1 hr 3 min•Season 1Ep. 157
Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) Bing's chatbot's dark side and its impact on Microsoft's business. 2) The Metaverse slowly seeming to fade away. 3) The New York Times' article on why ads are bad now. 4) Spotify's podcasting reality check. 5) Susan Wojcicki stepping down from YouTube. 6) Tesla's Full Self Driving Recall. 7) Why we don't live in the moment anymore. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in ...
Feb 17, 2023•52 min•Season 1Ep. 151
David Friedberg is a co-host of the All-In Podcast and the founder and CEO of The Production Board, a holding company focused on addressing the earth’s problems via technology. Friedberg joins Big Technology Podcast for a conversation about how, specifically, we might be able to solve our climate crisis with tech. Join us for an in-depth conversation on earth's most pressing issue, filled with concrete examples and a healthy dose of optimism. Stay tuned till the end where Friedberg discusses nuc...
Feb 15, 2023•56 min•Season 1Ep. 155
The Wrap founder and CEO Sharon Waxman joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover 1) Google and Microsoft's new chatbots. 2) How AI changes the entertainment industry 3) Yes, screenwriters are using AI too 4) Who's in better shape after this week: Google or Microsoft? 5) Why Disney is in crisis 6) How Disney stacks up against Netflix Learn more about your ad choices. Visit megaphone.fm/adchoices...
Feb 10, 2023•54 min•Season 1Ep. 154
Kaya Yurieff is a reporter at The Information covering the Creator Economy. Joe Caporoso is the President of Team Whistle and founder of Badlands, a subscription podcast covering the New York Jets. Both join Big Technology Podcast to discuss whether the Creator Economy — a term for the online content creator business — was overblown. We dig into the motivations of platforms and VCs looking to build businesses off those who believed they could make a living by posting on social media. And we exam...
Feb 08, 2023•44 min•Season 1Ep. 153
Ex-Snap and Instagram executive Meghana Dhar joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover 1) The implications of the Fed's talk of "deflation." 2) Snap's disappointing earnings and operational challenges with an insider's perspective. 3) Meta's wooing of Wall Street and whether its pivot is real or just talk. 4) What the combination of layoffs and buybacks really mean. 5) Downturn as an excuse to kill ESG? 6) AI Hands! ---- Enjoying Big Technology Podcast? Please...
Feb 03, 2023•51 min•Season 1Ep. 152
Brian Stelter was the host of CNN's Reliable Sources until the network canceled it last summer. Stelter joins Big Technology Podcast to look back at his tenure and exit, examine where CNN is heading, and ponder the role of television news in a world filled with digital alternatives. Tune in for a deep conversation focused on the news industry, tech, and business worlds. And stay tuned till the end when we debate whether AI will be a better 'companion' to people than media personalities and influ...
Feb 01, 2023•1 hr 15 min•Season 1Ep. 151
Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) BuzzFeed creating content with AI 2) The tech industry's destiny to suffer alone in this economic drawback 3) Tesla stock's wild ride 4) Salesforce's challenge from an activist investor 5) Trump's return to Facebook 6) TikTok's recent lobbying efforts 7) Menswear guy on Twitter 8) Ticketmaster's Senate hearing. Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choic...
Jan 27, 2023•1 hr 3 min•Season 1Ep. 150
Yann LeCun is the chief AI scientist at Meta, a professor of computer science at NYU, and a pioneer of deep learning. He joins Big Technology Podcast to put Generative AI in context, discussing whether ChatGPT and the like are a step toward human-level artificial intelligence, or something completely different. Join us for a fun, substantive discussion about this technology, the makeup of OpenAI, and where the field heads next. Stay tuned for the second half, where we discuss the ethics of using...
Jan 25, 2023•1 hr 5 min•Season 1Ep. 147
Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) Google Layoffs 2) Netflix's prospects and leadership change 3) Davos pros and cons 4) Media layoffs 5) Robinhood's new financial publication. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jan 20, 2023•54 min•Season 1Ep. 148
Todd Bishop is the co-founder of Geekwire, a tech news site based in Seattle. Bishop joins Big Technology Podcast to discuss how Amazon will navigate its new dedication to efficiency without losing its inventive spirit. Can 'The Everything Store' become 'The Some Things Store?' That's the crucial question to ask about a tech behemoth that's lost 40% of its value over the past year and is struggling to find its footing under CEO Andy Jassy. Stay tuned for the second half where we touch on labor, ...
Jan 18, 2023•1 hr 2 min•Season 1Ep. 147
