Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services? 6) NVIDIA responds to the criticism 7) HSBC on how much OpenAI needs to earn to cover its investments 8) Thinking about OpenAI's advertising business 9) ChatGPT users lose touch wi...
Nov 28, 2025•1 hr 1 min
Ellen Huet is a features writer at Bloomberg and the author of Empire of Orgasm: Sex, Power, and the Downfall of a Wellness Cult . Ellen joins Big Technology to discuss how Silicon Valley, a place that prides itself on independent thinking, keeps falling into powerful forms of groupthink. Tune in to hear how group houses, self-help programs, and “high agency” ideology create fertile ground for cult dynamics, and how that same psychology shows up in today’s AGI and AI-safety worlds. Hit play for ...
Nov 26, 2025•1 hr
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's admission that Google surpassed OpenAI in some areas 2) OpenAI getting thrown off the mark 3) What happens if Ai models commoditize? 4) Google surpasses Microsoft in market cap 5) Inside Google's rapid-fire comeback 6) Why Google's search business remains strong 8) Google's Gemini 3 marketing strategy 9) NVIDIA's earnings don't save the market 10) Oracle's rough few months 11) Jeff Bezos ...
Nov 21, 2025•1 hr 7 min
Nick Clegg is the former president of Global Affairs at Meta and deputy prime minister of the UK. Clegg joins Big Technology Podcast for a discussion about whether Silicon Valley should be trusted with superintelligence and the risks it will navigate on the way there. In the second half, we also talk about how Silicon Valley uses money to buy influence and wield power in Washington. Tune in for a frank discussion about the economic, business, and political realities facing the tech industry as i...
Nov 19, 2025•1 hr 1 min
Gil Luria is the head of technology research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to use for the questionable investment decisions in AI today. We cover all the bad stuff: debt, depreciation, and losses. We talk about Michael Burry's bet against the technology and why he might be right, and how OpenAI should play this to optimize its potential. Tune in for a comprehensive edition l...
Nov 14, 2025•1 hr 1 min
Mustafa Suleyman is the CEO of Microsoft AI and the head of the company’s new superintelligence team. Suleyman joins Big Technology to discuss Microsoft’s push toward “humanist superintelligence” and what changes after its latest OpenAI deal. Tune in to hear whether LLMs can get us there, how self-improving systems might work safely, and what power, data, and memory advancements mean for progress. We also cover Microsoft’s strategy shift to AI self-sufficiency, the economics of frontier models (...
Nov 12, 2025•41 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI CFO Sarah Friar's comments about a government backstop for its financing 2) Why these statements matter 3) Does OpenAI need financial discipline 4) Do we want to be the discipline police? 5) Should we build a national compute reserve? 6) Why OpenAI is getting so much scrutiny lately 7) OpenAI's ambitious financial plans 8) Elon's $1 trillion pay package gets approved 9) Amazon sues Perplexity 1...
Nov 07, 2025•59 min
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into OpenAI’s newly cleared path to an IPO, what trillion-scale capex vs. current revenue implies, and how Microsoft’s 27% stake, IP rights, and fresh AWS entanglements complicate the story. We debate whether the market can stomach years of heavy losses, why “AGI or bust” creates systemic risk, and what happens if model gains plateau, compute economics flip, or fast followers erase any AGI edge. Finally, we look ...
Nov 05, 2025•56 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI converts to a public benefit corporation 2) Why this is big news 3) Satya Nadela's wise OpenAI maneuver 4) Microsoft wants every AI model on Azure 5) Is AGI dead? 6) Inside Microsoft and OpenAI's negotiations 7) Sam Altman charts out OpenAI's next three years 8) Is building automated AI researchers a worthwhile and ambitious goal? 9) OpenAI also wants to be its own Ai cloud 10) OpenAI has becom...
Oct 31, 2025•1 hr 3 min
Tony Stubblebine is the CEO of Medium. He joins Big Technology to discuss the future of writing in the age of AI and how platforms should handle AI-generated content. Tune in to hear fresh data on ChatGPT vs. Google referral quality, Gemini’s impact on click-throughs, and Medium’s anti-spam approach. We also cover Cloudflare AI blocking, creator payouts, and Medium’s writing app. Hit play for a candid operator’s view of what survives—and thrives—as AI floods the web. --- Enjoying Big Technology ...
Oct 29, 2025•1 hr 4 min
Yossi Matias is the head of Google Research. He joins Big Technology Podcast to discuss the company's research efforts in areas like cancer treatment and Quantum and to discuss the relationship between research and product. Tune in to hear how Google used LLMs to generate a cancer hypothesis validated in living cells, what a “13,000×” quantum result really means, and how the research product loop turns papers into products. We also cover whether AI can automate a researcher's job. This conversat...
Oct 27, 2025•29 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI's Atlas browser is here 2) Atlas plays 2048 3) The danger of AI browser prompt injection 4) Will Atlas be around in five years? 5) Why Dave's Hot Chicken is the world's top app 6) Amazon has plans to automate hundreds of thousands of jobs 7) OpenAI is paying investment bankers to train its models 8) If we automate all the work, who will be left to buy stuff? 9) Meta cuts 100 AI jobs 10) Reddit ...
Oct 24, 2025•1 hr 8 min
Panos Panay is Amazon’s head of Devices & Services. Panay returns to Big Technology Podcast to discuss Alexa Plus's delayed rollout, when the assistant is releasing to everyone, and the challenge of building these products. Tune in for specifics on compatibility, usage spikes, and what “day one” means when you have hundreds of millions of customers. We also cover the future of computing, from phones to wearables and home devices. Hit play for a grounded look at what’s real now—and what’s com...
Oct 22, 2025•49 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman says ChatGPT will start to have erotic chats with interested adults 2) Also, more sycophancy? 3) Is sycophancy the lost love language 4) Is erotic ChatGPT good for OpenAI’s business? 5) Is erotic ChatGPT a sign that AGI is actually far away? 6) OpenAI’s latest business metrics revealed 7) Google’s AI contributes to cancer discovery 8) Anthropic’s Jack Clark on AI becoming self aware 9) Is Z...
Oct 17, 2025•57 min
Rick Heitzmann is the founder and managing director of FirstMark Capital. Heitzmann joins Big Technology Podcast to discuss whether AI startups can compete against the ChatGPTs of the world, or whether the big AI bots have ingested all the opportunity. Tune in to hear Heitzmann break down the economics of AI investing today and whether the application layer is investable. We'll also break down the big funding deals in AI today, looking at the potential for the frenzy to pay off. Tune in for a se...
Oct 15, 2025•59 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Why the AI industry needs to get to AGI to make the investments pay off 2) The diverging tracks between AI model improvement and investing in scaling 3) Why the LLM craze may delay the path to AGI 4) So what is all this compute for? 5) OpenAI's $1 trillion infrastructure investment 6) The increasing prevalence of debt in AI funding 7) Could an AI collapse hit the global economy? 8) OpenAI and AMD's wa...
Oct 10, 2025•1 hr
Mike Krieger is the chief product officer at Anthropic and co-founder of Instagram. Krieger joins Big Technology Podcast to discuss Anthropic's Sonnet 4.5 launch and how the company's been able to speed up AI model development. Tune in to hear how Anthropic is using internal tools to move fast, where the next generations of model improvements will look like, and whether model orchestration will be the core differentiator between labs. We also cover how AI development compares to social media, wh...
Oct 08, 2025•51 min
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss OpenAI and AMD's megadeal, whether the AI investment cycle is a disaster waiting to happen, and how NVIDIA might feel about the arrangement. We also discuss Sam Altman and Jony Ive's struggles in developing their own AI device and how all tech companies seem to be building the same AI enabled ambient computing. Finally, we pour one out for the Vision Pro. Tune in for a deep discussion of tech's biggest news w...
Oct 06, 2025•58 min
Max Zeff, Sr. AI reporter at Techcrunch, joins for our weekly discussion of the latest tech news. We cover: 1) OpenAI introduces Sora 2 2) Will these AI video feeds catch on? 3) Is Sora 2 an important technological advance above all? 4) Why Meta is nervous about OpenAI's momentum in social 5) OpenAI employees have mixed feelings about Sora 6) Why AI video feeds may be the end of the creator economy. 7) Why they may not be 8) Meta will use AI chats to train its ad models 9) Meta's AI research mov...
Oct 04, 2025•58 min
Scott Guthrie is the executive vice president of Cloud and AI at Microsoft. Guthrie joins Big Technology Podcast to discuss the tech industry's massive AI infrastructure buildout and whether it is overdoing it with the hundreds of billions of investment. Guthrie discusses the way Microsoft thinks about its OpenAI investment, whether it's worth investing in scaling pre-training, and Silicon Valley's growing debt problem Tune in for the second half where we discuss the longevity of the GPU, custom...
Oct 01, 2025•54 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Nvidia invests $100 billion in OpenAI 2) Will the money ever get there? 3) Do AI companies have to make money eventually? 4) What has to happen for OpenAI to return NVIDIA's investment? 5) Is another financial crisis coming? 6) OpenAI's new Pulse feature 7) Is Pulse a precursor to ChatGPT ads? 8) Meta's new Vibes feed of AI slop 9) TikTok deal is on the table 10) Ranjan says TIkTok deal isn't happenin...
Sep 26, 2025•1 hr
Yinon Costica is the co-founder and VP of product at Wiz, which sold to Google for $32 billion in cash. Costica joins Big Technology Podcast to discuss the extent of the cybersecurity threats that generative AI is creating, from vulnerabilities in AI software to the risks involved in “vibe coding.” Tune in to hear how attackers are using AI, why defenders face new asymmetries, and what guardrails organizations need now. We also cover Google’s $32 billion acquisition of Wiz, the DeepSeek controve...
Sep 24, 2025•1 hr 3 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI tells us how people use ChatGPT 2) Practical guidance is the top use of ChatGPT 3) Is generative AI actually a threat to search given the use cases? 4) OpenAI has a very broad definition of 'doing' or agent work 5) The hidden impact of AI 'decision support' in the economy 6) People trust AI bots massively - is that bad? 7) ChatGPT's massive growth 8) Anthropic shares Claude's economic uses 9) A...
Sep 19, 2025•56 min
Aaron Levie is the CEO of Box. Levie joins Big Technology to discuss the reports that a vast majority of businesses are not getting a return on their AI investments. Levie shares his takeaways from the reports, gives a rebuttal, and discusses the reality on the ground. Stay tuned for the second half where we separate hype from reality in the AI agent conversation. Tune in for a wide-ranging, post-Boxworks deep dive on where AI is heading in the coming years. --- Enjoying Big Technology Podcast? ...
Sep 17, 2025•47 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Apple's impressive new iPhone Pro models 2) Who is the iPhone Air for? 3) Has the phone reached its ultimate form factor 4) Is generative AI threatening to upend the smartphone market 5) Meta's new smartglasses are coming 6) Nepal's Gen Z overthrows the government and picks a new leader on Discord 7) OpenAI growth stats after GPT-5 launch 8) Oracle and OpenAI's new $300 billion deal 9) Flirting with C...
Sep 12, 2025•55 min
Bill Vass is the Chief Technology Officer of Booz Allen. Vass joins Big Technology Podcast to discuss how governments can harness AI to cut redundancy and deliver better citizen services. Tune in to hear his inside view on LLM deployments from the VA to the International Space Station and the difficulty of modernizing mass bureaucracies. We also cover autonomous driving, humanoid robots, and quantum computing’s first real use-cases. Hit play for fascinating look into public sector AI, along with...
Sep 10, 2025•1 hr 8 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Google's Gemini may power Siri 2) Google gets to keep Chrome and Android 3) Google can keep paying Apple for distribution 4) Is generative AI enough rationale to allow the market to decide Google's fate? 5) Google's Nano Banana image creator goes viral 6) Google's stock is up 47% in the past year and still cheap 7) Do we want the iPhone 17 Air? 8) AI is getting more expensive to run 9) But AI is getti...
Sep 05, 2025•57 min
Dr. Ben Rapoport and Michael Mager are the co-founders of Precision Neuroscience, a company building a minimally invasive, high-resolution brain-computer interface. The two join Big Technology to discuss the modern day applications of BCIs and frontiers of the technology, including computer control, stroke rehab, decoding consciousness in coma patients, AI-powered neural biomarkers for depression, and the long-term prospect of merging human cognition with machines. Tune in for a fascinating look...
Sep 03, 2025•1 hr 14 min
M.G. Siegler is the author of Spyglass. He joins Big Technology podcast for the latest of our monthly discussions about Big Tech strategy and AI. Today we cover whether OpenAI broke ChatGPT with its GPT-5 rollout and whether new AI models are similar to typical technology rollouts. We also cover Apple's forthcoming new lineup of phones: the iPhone Air, the folding iPhone, and the curved glass iPhone. We conclude with a discussion of the U.S. taking ownership 10% of Intel. --- Enjoying Big Techno...
Aug 29, 2025•1 hr
Sally Adee is the author of We Are Electric: Inside the 200-Year Hunt for Our Body's Bioelectric Code, and What the Future Holds. Adee joins Big Technology Podcast to pull back the curtain on the body’s hidden wiring and brain-computer interfaces. We dig into how electricity drives every thought and twitch, why Neuralink’s first patient blew our minds, and what it will take to keep implants working long after the hype cycle fades. Tune in for a tour of limb-regrowing tadpoles, cancer cells that ...
Aug 27, 2025•54 min
