Big Technology Podcast

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 al...

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, A...

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 touc...

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 t...

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 Micr...

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 te...

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) CoreWeav...

Dan Hendrycks is the Director and co-founder of the Center for AI Safety, and an advisor to Scale AI and xAI. He joins Big Technology Podcast for a discussion of AI's growing risk profile, and what to do about it. Tune in to hear Hendricks explain why virology expertise in AI models is an immediate concern and how these systems might soon enable devastating hacks. We also cover intelligence explos...

Amir Efrati is the co-executive editor of The Information. He's back for our weekly discussion of the latest tech news. We cover: 1) Is there a market for NVIDIA's GPU chips outside of the cloud providers? 2) Why NVIDIA is making the case that we're early in the AI buildout 3) Whether NVIDIA's focus on Robotics is real or marketing 4) NVIDIA's chip roadmap 5) Amazon's cheaply priced AI chips 6) Co...

Yann LeCun is the chief AI scientist at Meta. He joins Big Technology Podcast to discuss the strengths and limitations of current AI models, weighing in on why they've been unable to invent new things despite possessing almost all the world's written knowledge. LeCun digs deep into AI science, explaining why AI systems must build an abstract knowledge of the way the world operates to truly advance...

Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Gruber turns on Apple 2) Has Apple lost its credibility? 3) Apple stock takes a hit after downgrades 4) Will we even use a phone in the future? 5) Will AI investing stop in a tough market? 6) The spectrum of AI outcomes and the wisdom of massive capex 7) Tesla risks and opp...

David Baszucki is the CEO of Roblox. He joins Big Technology Podcast to discuss how the company envisions generative AI playing into game creation on Roblox. Tune in to hear his vision for a future where users can prompt entire game experiences and modify them in real time using AI. We also cover child safety concerns, Hindenburg Research allegations, and whether parents should give their kids mon...

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Siri’s poor performance 2) Amazon leaves Apple in the dust 3) Should Apple replace Siri with ChatGPT? 4) Apple’s market cap is closer to $4 trillion than $3 trillion 5) Microsoft and OpenAI’s evolving relationship 6) Why AI wrappers are rising 7) Will AI take our jobs... now? --- Enjoying Big Technology...

Panos Panay is the senior vice president of Devices & Services at Amazon. Daniel Rausch is the Vice President of Alexa at Amazon. The two join Big Technology Podcast to discuss how the company rearchitected Alexa, blending a deterministic system with the latest generative AI technology to create something that can both turn your lights off and speak with you about philosophy. We also discuss how a...

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) OpenAI's release of GPT 4.5 2) Is GPT 4.5 a major advance or what? 3) What better EQ gets you in an AI model 4) What reasoning advances can be built on top of GPT 4.5 5) Is AI product or model more important? (cont.) 6) Gary Marcus says OpenAI is in trouble 7) Anthropic releases Claude Sonnet 3.7 8) NVID...

Mark Chen is the chief research officer at OpenAI. Chen joins Big Technology Podcast to discuss the debut of GPT 4.5, the company's largest model, which is going live today. In this bonus episode, Chen speaks about what the new model says about the AI scaling wall, how scaling traditional GPT models compares to reasoning models like OpenAI's o1, how important EQ is for AI models today, whether pro...

Chris Hayes is the author of The Siren's Call: How Attention Became The World's Most Endangered Resource and the host of MSNBC's All In With Chris Hayes. He joins Big Technology Podcast to discuss his No. 1 bestselling book, digging into why he wrote it, how news differs from social platforms (and to what degree), and why We also cover the strange psychology of fame, how figures like Trump and Mus...

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Satya Nadella's criticism of AI benchmark hacking 2) Ex-OpenAI CTO Mira Murati's new Thinking Machines Lab startup 3) There are too many AI startups 4) Why foundation models have commoditized 5) Did Google 'DeepSeek' itself? 6) Grok3 arrives 7) How do you evaluate whether models are good? 8) Grok3 at the...

Saagar Enjeti is the co-host of Breaking Points. He joins Big Technology podcast to asses whether the Big Tech CEOs will win their Trump bet, assessing the stakes involved, the positioning, and the likely outcomes. We talk about Tim Cook, Mark Zuckerberg, Sundar Pichai, Jeff Bezos, and, of course, Elon Musk. Stay tuned as we discuss how the U.S. and China will handle the AI battle, especially afte...

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Musk's $97 billion bid for OpenAI 2) Whether the bid is real 3) How damaging could holding up OpenAI's for-profit conversion be? 4) Musk throws OpenAI off its rhythm 5) New OpenAI roadmap: GPT-4.5 and GPT-5 are coming 6) Should models flip dynamically between standard LLM and reasoning 7) Anthropic strik...

Evan Ratliff is the host of Shell Game. Ratliff joins Big Technology Podcast to discuss how he cloned his voice with AI and sent it to interviews, social calls, and therapy. In this conversation, we learn about why he conducted the experiment and what it portends for the future of voice AI. Tune in for a lively discussion with plenty of fun anecdotes from when Ratliff send his AI voice clone out i...

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) New data showing ChatGPT's impressive growth since mid-2024 2) Was ChatGPT voice mode responsible? 3) How important ChatGPT's growth is for OpenAI 4) How seriously DeepSeek challenged ChatGPT's traffic numbers 5) Does brand matter or are bots interchangeable? 6) OpenAI does the Reddit AMA 7) Experimentin...

Rev Lebaredian is the Vice President, Omniverse & Simulation Technology at NVIDIA. He joins Big Technology Podcast for a conversation about NVIDIA's push to develop AI that understands the dynamics of the real world, including physics. In this conversation, we cover how NVIDIA is building this technology, what it might be useful for (things like robotics and building common sense into AI models),...

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) The DeepSeek impact on Silicon Valley 2) The four areas of margin in AI 3) How OpenAI is positioned after this week 4) Whether OpenAI can be fine losing the lead on model building 5) DeepSeek's impact on Anthropic 6) Why Amazon is happy about DeepSeek 7) Should NVIDIA be taking the worst of it? 8) Okay,...

Reid Hoffman is the co-founder of LinkedIn, a legendary Silicon Valley investor, and author of the new book Superagency: What Could Possibly Go Right with Our AI Future. Hoffman joins Big Technology Podcast to discuss his optimistic case for AI, the massive investments flooding into the field, and whether they can possibly pay off. Tune in to hear Hoffman's insider perspective on OpenAI's $6.6 bil...