Big Technology Podcast

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 ce...

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...

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 cov...

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%...

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...

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) Subprim...

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 capabilitie...

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...

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'...

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 co...

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 br...

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...

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) Pala...

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 event...

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 overb...

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 n...

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 pa...

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 use...

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 t...

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...

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, Go...

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 itsel...

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...

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 rumor...

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 ci...