Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Why AI-video didn't take off 2) Who wins now that OpenAI is shutting down Sora 3) The real reason OpenAI shut down Sora 4) What happens now that OpenAI and Anthropic are competing for similar AI assistant customers 5) Anthropic's new 'Capybara' model class is coming 6) OpenAI has a big new model called Spud in the works 7) Apple's Siri fix isn't much of a fix at all 8) Meta and Youtube lose a preceden...
Mar 28, 2026•1 hr 3 min
U.S. Senator Mark Warner is a three-term Virginia senator and vice chair of the Senate Intelligence Committee. Senator Warner joins Big Technology to discuss whether Washington is prepared for the economic and societal disruptions of rapidly advancing AI. Tune in to hear why Warner believes recent college graduate unemployment could surge from 9% to 30% and why he's more frightened than reassured about Congress's ability to respond at speed. We also cover the Anthropic-Pentagon relationship, AI ...
Mar 25, 2026•48 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI leadership says no more side quests 2) The company is focusing on enterprise and coding 3) Does this mean consumer AI is dead? 4) OpenAI's new focus era 5) Why OpenAI is building a Superapp 6) OpenAI partners with the consultants 7) Most first time AI buyers are choosing Anthropic 8) Nvidia CEO Jensen Huang says those who use AI to cut jobs lack imagination 9) The Metaverse is dead, or is it? 1...
Mar 20, 2026•1 hr 1 min
Andrew Ross Sorkin is an anchor at CNBC, columnist at The New York Times, and author of 1929, a bestselling book about the worst market crash in history. Sorkin joins Big Technology Podcast to discuss whether AI achieving its potential could lead to a similar crash, either via a labor shock or the disruption of software. Stay tuned for the second half where we discuss private credit risks, prediction market gambling, and the SpaceX IPO. Hit play for a dynamic conversation about where AI could le...
Mar 18, 2026•1 hr 5 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Backlash against AI & specifically Sam Altman's comments about AI as a utility 2) Is this because people are worried about AI taking their jobs? 3) NBC poll shows AI is one of the least popular things in the U.S. 4) YouGov poll shows broadly negative feelings toward AI 5) Pew finds datacenters are very unpopular 6) Consequences of AI's unpopularity 7) Nvidia GTC preview: A rallying cry for AI 8) C...
Mar 13, 2026•1 hr 1 min
Olivia Moore is an AI partner at Andreessen Horowitz. Moore joins Big Technology Podcast to discuss whether startups still have a real shot at competing with the biggest AI chatbots as ChatGPT, Claude, and Gemini grow more capable. Tune in to hear why she believes the AI economy will be more distributed than many expect, where startups can still win, and how agentic products like OpenClaw could reshape software and work. We also cover AI’s image and video app shakeout, chatbot memory, AI compani...
Mar 11, 2026•57 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? ...
Mar 06, 2026•1 hr 1 min
Michael Horowitz is the former deputy assistant secretary of defense for force development and emerging capabilities at the Department of Defense, and currently a professor at the University of Pennsylvania. Horowitz joins Big Technology to discuss the Anthropic–Pentagon rupture and what it signals about how the U.S. government wants to use frontier AI. Tune in to hear his inside view on how models like Claude actually get deployed in defense workflows, why a contract fight over “mass surveillan...
Mar 04, 2026•48 min
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss the latest on the Pentagon’s clash with Anthropic, why OpenAI stepped in to take the deal, and what comes next for Anthropic and its CEO Dario Amodei. Tune in to hear what the “supply chain risk” label could mean and AI’s growing role in defense work. We also cover Apple’s rumored trio of AI devices, Siri’s latest delays, and the Netflix–Warner Bros. Discovery deal falling apart as Paramount jumps ...
Mar 02, 2026•1 hr 1 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The origins of Anthropic's stare-down with the Pentagon 2) Claude's use in the operation to capture Venezuela president Nicolas Maduro 3) Was Claude really being used for autonomous warfare or mass surveillance, and did the military seek it out? 4) Maybe this is just a culture clash 5) Anthropic's marketing win 6) Should AI be used for autonomous warfare? 7) OpenAI raises $110 billion 8) Is that money...
Feb 27, 2026•1 hr 5 min
Michael Pollan is the author of A World Appears: A Journey into Consciousness. Pollan joins Big Technology Podcast to discuss whether AI can ever become conscious and what that question reveals about the nature of mind. Tune in to hear a nuanced debate about whether consciousness is computable, where today’s LLMs fall short, and how researchers might actually test machine consciousness in the future. We also cover materialism vs. spirituality, the “hard problem” of consciousness, psychedelic exp...
Feb 25, 2026•55 min
Box CEO Aaron Levie joins for our weekly discussion of the latest tech news. We cover: 1) OpenAI's anticipated $100 billion fundraise 2) Does OpenAI's big forthcoming raise settle questions about its competitiveness 3) What's going on with OpenAI and NVIDIA? 4) Hype or True: Big Proclamations from the India AI Impact Summit 5) Why can't Sam And Dario hold hands? 6) Anthropic's powerful new model 7) OpenAI acquires OpenClaw 8) What the acquisition portends 9) If software is an API, what is softwa...
Feb 20, 2026•55 min
Lila Ibrahim is the COO of Google DeepMind. James Manyika is the senior Vice President for Research, Technology, and Society at Google. The two join Big Technology Podcast to discuss how Google's AI effort operates and runs experiments. In this conversation, we discuss the fundamental operating structure of DeepMind, how Google proper has become more experimental with the revival of Labs and other programs, and how the company is thinking about AI and education. We also cover weather and flood p...
Feb 18, 2026•50 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We're also joined by Steven Adler, ex-OpenAI safety researcher and author of Clear-Eyed AI on Substack. We cover: 1) The Viral "Something Big Is Happening" essay 2) What the essay got wrong about recursive self-improving AI 3) Where the essay was right about the pace of change 4) Are we ready for the repercussions of fast moving AI? 5) Anthropic's Claude Opus 4.6 model card's risks 6) Do AI models know when they'r...
Feb 13, 2026•1 hr 9 min
Sridhar Ramaswamy is the CEO of Snowflake. Ramaswamy joins Big Technology Podcast to break down the competitive dynamics in the AI race today, drawing from his experience working at Google and competing with it. We also cover the future of software, looking at whether AI will turn established software companies into "dumb backends." In the second half, we discuss “shadow AI” driving enterprise adoption from the bottom up, the risk of becoming a feature in someone else's platform, and why Chinese...
Feb 11, 2026•58 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI worries crush software stocks 2) Why is software in the crosshairs? 3) Is it vibecoding or that software becomes an input into AI bots 4) Why software might make it through 5) Anthropic's legal plugin that set it off 6) Okay, so no AI bubble? 7) Anthropic's Super Bowl ad attacks OpenAI 8) OpenAI's response 9) OpenAI losing share to rival chatbots 10) What the hell is happening to Bitcoin? 11) --- E...
Feb 06, 2026•1 hr 4 min
Joelle Pineau is the chief AI officer at Cohere. Pineau joins Big Technology Podcast to discuss where the cutting edge of AI research is headed — and what it will take to move from impressive demos to reliable agents. Tune in to hear why memory, world models, and more efficient reasoning are emerging as the next big frontiers, plus what current approaches are missing. We also cover the “capability overhang” in enterprise AI, why consumer assistants still aren’t lighting the world on fire, what A...
Feb 04, 2026•55 min
M.G. Siegler of Spyglass is back for our monthly tech news discussion. M.G. joins us to discuss Moltbook, the new Reddit-style social network where 150,000 AI agents are chatting, upvoting, and even proposing their own private language to keep humans out. Tune in to hear whether this is a preview of the singularity or just elaborate role-play—and why the security vulnerabilities are genuinely concerning. We also cover NVIDIA quietly backing away from its $100 billion OpenAI deal, Apple's record ...
Feb 02, 2026•55 min
Financial Times San Francisco Bureau Chief Stephen Morris joins for our weekly discussion of the latest tech news. We cover: 1) Anthropic's $20 billion fundraising round 2) OpenAI is looking at $100 billion in funding 3) Amazon alone might put $50 billion in OpenAI 4) When does the money run out? 5) The rise of Clawdbot/Moltbot 6) Meta and Microsoft beat on earnings but go in separate directions 7) The market has no idea what to do with the AI trade 8) Apple's historic quarter 9) Amazon lays off...
Jan 31, 2026•57 min
Bret Taylor is the CEO of Sierra and OpenAI's board chair. Taylor joins Big Technology Podcast to discuss how AI is reshaping software, from vibe coding to the rise of AI agents that will replace dashboards, forms, and the way we interact with technology. We also cover OpenAI's decision to introduce ads, whether AI progress is actually slowing down, and what Brett has learned from working with Sam Altman, Mark Zuckerberg, Elon Musk, and Sheryl Sandberg. Hit play for an essential conversation on ...
Jan 28, 2026•1 hr 3 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) What happened at Davos 2) OpenAI’s planned $50 billion funding round 3) Does the money set expectations too high for OpenAI? 4) Will OpenAI ever turn a profit? 5)) How many funding rounds does OpenAI have left? 6) Does OpenAI’s shrinking lead bode poorly for its inevitable IPO 7) OpenAI introduces ads to ChatGPT 8) Why is Google waiting to bring ads to Gemini? 9) Apple is building a wearable AI Pin 10...
Jan 23, 2026•56 min
Demis Hassabis is the CEO of Google DeepMind. Hassabis joins Big Technology Podcast to discuss where AI progress really stands today, where the next breakthroughs might come from, and whether we’ve hit AGI already. Tune in for a deep discussion covering the latest in AI research, from continual learning to world models. We also dig into product, discussing Google’s big bet on AI glasses, its advertising plans, and AI coding. We also cover what AI means for knowledge work and scientific discovery...
Jan 21, 2026•34 min
Cristiano Amon is the CEO of Qualcomm. Amon joins Big Technology to discuss what the AI device of the future looks like—and why he thinks the next wave of personal computing will move beyond the smartphone. Tune in to hear his vision for AI-powered glasses and wearables, what a truly useful agent experience requires, and why he believes the “winner at the edge” will shape the AI race. We also cover AI PCs and what will actually drive adoption, Qualcomm’s push into AI inference in the data center...
Jan 20, 2026•55 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Gemini's case as undisputed AI leader 2) Google and Apple ink a deal for Gemini to fix Siri 3) Is all this AI going to hurt Google's business model? 4) Who will be better at AI ads: Google or OpenAI? 5) Google Gemini's Personal Intelligence 6) Exits at Thinking Machines Lab 7) Is Thinking Machines toast? 8) Claude work arrives! It's Claude Code for non-coders 9) Are we in the age of the empowered indi...
Jan 16, 2026•54 min
Arthur Mensch is the CEO and co-founder of Mistral. Arthur Mensch joins the Big Technology Podcast to discuss what the AI business looks like if all leading models perform the same. Tune in to hear how the commoditization of foundational models is changing the balance of power in the industry, what business models will be profitable, and why the focus is shifting from building better models to building applications. We also cover the open source movement versus closed source models, the geopolit...
Jan 14, 2026•57 min
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss whether AI needs a Steve Jobs, whether the technology lends itself to that type of leader, and who it might be of the current crop. We also discuss which Big Tech companies are actually winning in the AI race and why so few have a standout AI product. Then we look at the year ahead and get some of Siegler's boldest predictions. Tune in for a fun, deep discussion on the current state of AI and what's missing. ...
Jan 12, 2026•55 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Claude Code's ability to run autonomously and complete tasks 2) Claude's ability to use tools 3) Is this a big deal? 4) Can Claude Code style tools be used for more knowledge work? 5) Gmail adds AI 6) Another explanation for Meta's Manus purchase 7) OpenAI gets into healthcare (officially) 8) Future of the doctor...
Jan 09, 2026•56 min
Michael Intrator is the CEO of Coreweave. Brian Venturo is the chief strategy officer at Coreweave. The two join Big Technology Podcast to discuss the company's rapid rise amid the AI boom and the criticisms of its business model. In this episode, we cover what it takes to build so many datacenters in such a short time, what happens to Coreweave if the AI boom flattens out, why the company uses debt to build its infrastructure, and how AI chips depreciate over time. Tune in to hear an in-depth, ...
Jan 07, 2026•1 hr 2 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Meta buys Manus 2) Is the Manus deal an enterprise play? 3) What Meta could do with consumer AI agents 4) Why consumer AI agents are a good advertising strategy for Meta 5) Instagram head Adam Mosseri addresses AI slop 6) Meta Ray-Bans don't work in the cold 7) NVIDIA pretty much buys Groq 8) Elon Musk's Grok goe...
Jan 02, 2026•49 min
Demis Hassabis is the CEO of Google DeepMind. He joined Big Technology Podcast in early 2025 discuss the cutting edge of AI and where the research is heading. In this conversation, we cover the path to artificial general intelligence, how long it will take to get there, how to build world models, whether AIs can be creative, and how AIs are trying to deceive researchers. Stay tuned for the second half where we discuss Google's plan for smart glasses and Hassabis's vision for a virtual cell. Hit ...
Dec 31, 2025•58 min
