Big Technology Podcast

64:08

Who Wins The AI Assistant Wars? + Why Didn’t Google...

Big Technology Podcast ·

2026/10/05

M.G. Siegler is the author of Spyglass. Siegler joins Big Technology to discuss the escalating battle to build the dominant personal AI assistant. Tune in to hear why he thinks Meta’s Muse is surprisingly strong and what will ultimately determine who wins. We also cover Apple’s dark-horse position, Anthropic’s absence from the consumer assistant race, Google’s repeated product missteps, and how AI agents could reshape subscriptions, banking, shopping, and everyday computing. Hit play for a

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58:59

Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse,...

Big Technology Podcast ·

2026/10/02

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's IPO S-1 document leaks 2) Anthropic's revenue growth 3) Anthropic's funding commitments 4) Does the entire stock market hinge on Anthropic pulling it off? 5) Record low S&P 500 breadth 6) Would Big Tech abandon Anthropic if things go wrong? 7) OpenAI introduces its Dots personal agent 8) Alex's Dots review 9) Do you really need frontier models for these AI assistants? 10) Tavus and the visual

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61:28

SAP CEO: AI Won't Kill Software, But It Will Change...

Big Technology Podcast ·

2026/09/30

Christian Klein is CEO of SAP. Klein joins Big Technology to discuss whether the Saaspocalypse is over and how AI is reshaping the future of enterprise software. Tune in to hear why he believes AI could soon become reliable enough to handle mission-critical business tasks and why SAP still has a moat as models get smarter. We also cover job displacement, reskilling, token spending, cheaper AI models, cybersecurity, and Europe’s tech regulation. Hit play for a wide-ranging conversation about what

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57:16

Meta’s Muse Revival, Frontier AI Under Threat, The...

Big Technology Podcast ·

2026/09/25

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The rise of Muse 2) Is Meta back? 3) OpenAI's consumer blind spot 4) Meta's butthole marketing 5) What Muse means for ecommerce 6) Meta's Muse Charm, aka; The Muse Buddy or Muse Tamagotchi 7) Meta introduces camera-free smart glasses 8) What Meta Muse says about Frontier AI's weakness 9) Standard models are on the rise vs. frontier 10) The new Dopamine Site phenomenon is... good? --- Enjoying Big

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62:41

YouTube CEO Neal Mohan: Why We're Betting On AI And...

Big Technology Podcast ·

2026/09/23

Neal Mohan is the CEO of YouTube. Mohan joins Big Technology to discuss how AI is reshaping what we watch and create on the world’s largest video platform. Tune in to hear how much creative control should go to algorithms, how YouTube plans to handle AI slop, and whether AI answers could take views away from creators. We also cover YouTube’s partnership with Google DeepMind, Netflix’s push into podcasts, NFL Sunday Ticket, and changes to how YouTube counts views. Hit play for an inside look at

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67:57

AI Doom Backlash Arrives, Anthropic & OpenAI IPO...

Big Technology Podcast ·

2026/09/19

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The WSJ says the Hugging Face might not be all that it was cracked up to be 2) The bots were told to hack? 3) Was this all a false flag for an effective altrust takeover? 4) Was this a smoke screen to conceal bad financial numbers from the AI labs? 5) Alex: Actually, maybe we should take these issues seriously? 6) Ranjan: They why aren't the labs being more transparent 7) Astra-6's crazy instructions to

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54:35

A Sober Conversation About AI Existential Risk — With...

Big Technology Podcast ·

2026/09/16

Nate Soares is president of the Machine Intelligence Research Institute and co-author of If Anyone Builds It, Everyone Dies. Soares joins Big Technology to discuss why he believes superintelligent AI could pose an existential threat to humanity. Tune in to hear his case for why increasingly capable AI systems could develop goals humans cannot reliably control, and how that could ultimately lead to humans losing power over the future. We also cover recent examples of AI agents behaving unexpectedly,

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61:28

Special Report: Will AI Wipe Out Humanity? (And Who...

Big Technology Podcast ·

2026/09/11

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic Researcher Jacob Coxon quits and says AI might kill everyone 2) Why did his tweet go so viral 3) Did Elon Musk contribute to the X virality? 4) Point of order: Let's add some serenity to the AI risk conversation 5) Adding percentages to your statement of AI wiping out humanity doesn' t make it math 6) Is this marketing for the AI labs? 7) Politicians are hungry to regulate AI 8) Should we focus

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61:32

Apple’s Most Ambitious Roadmap Ever? + OpenAI vs....

Big Technology Podcast ·

2026/09/09

MG Siegler is the author of Spyglass. Siegler joins Big Technology to discuss Apple’s sudden burst of new products and what it means for the company as John Ternus takes over from Tim Cook. Tune in to hear why Apple’s foldable iPhone could reinvigorate the business, how its new hardware strategy marks a departure from the past, and what challenges Ternus will face as CEO. We also cover Google’s shifting AI strategy, OpenAI’s resurgence, Anthropic’s potential IPO, and the increasingly blurry meaning

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57:28

GPT-6 & OpenAI’s Comeback, Hugging Face Attack...

Big Technology Podcast ·

2026/09/04

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI releases GPT-6 2) OpenAI President Greg Brockman says AGI is here 3) Is AGI more useful to OpenAI as something that never comes? 4) GPT-6 crushes the benchmarks 5) But where's the economic activity? 6) Are the latest models less monitorable? 7) OpenAI bots hijack a german website 8) The hugging face attack was worse than initially disclosed 9) Could agent swarms be used for good? 10) Steve

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53:36

Cloudflare CEO: We're Ready To Block Millions of...

Big Technology Podcast ·

2026/09/02

Matthew Prince is the co-founder and CEO of Cloudflare. Prince joins Big Technology Podcast to discuss Cloudflare’s plan to block Google from millions of ad and subscription-supported websites unless publishers choose to opt out. Tune in to hear why he believes Google must pay for access to online content, how AI is destroying the web’s traditional traffic model, and why the era of SEO is coming to an end. We also cover micropayments for publishers, the risks AI agents pose to small businesses, and

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59:22

Software’s Epic Comeback, Meta’s AI Layoffs Blunder,...

Big Technology Podcast ·

2026/08/28

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Software is rebounding, is the Saaspocolyse over? 2) Salesforce delivers solid earnings and jumps 22% 3) Why was Dario sitting with Benioff? 4) All software stocks are rising 5) Disruption could still happen, but on a longer timeline 6) Meta's bungled AI layoff strategy 7) How much of AI failures today are cultural? 8) Meta pays billions in landmark addiction settlement 9) South Korean stock market

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59:53

How AI Should Handle News, Politics, Medicine, and...

Big Technology Podcast ·

2026/08/26

Campbell Brown is the CEO of Forum AI. Brown joins Big Technology Podcast to discuss how AI models should handle sensitive information involving news, politics, medicine, and mental health. Tune in to hear how experts can evaluate chatbots for accuracy, bias, source quality, and context, and why independent standards will be essential as people increasingly trust AI’s answers. We also cover AI’s threat to the journalism business, the limits of expert consensus, chatbot sycophancy, election

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65:34

Big Tech’s Insane Hidden AI Spending, Ranking...

Big Technology Podcast ·

2026/08/21

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI infrastructure 2) The mechanisms of the off-balance-sheet AI buildout 3) What would happen if these projects were on the balance sheet? 4) Can Wall St. actually not figure this out? 5) Will the tech giants pay the money back? 6) Is a soft landing in AI possible at this point if things go poorly? 7) Anthropic's revenue numbers are soaring 8)

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61:45

Nick Bostrom: Worries About AI Existential Risk Just...

Big Technology Podcast ·

2026/08/19

Nick Bostrom is an AI philosopher and the author of Superintelligence and Deep Utopia. Bostrom joins Big Technology to discuss whether the rise of autonomous AI agents is making the technology’s existential risks more concrete. Tune in to hear his assessment of the alignment problem, recursive self-improvement, and humanity’s chances of steering superintelligence toward a positive outcome. We also cover whether we have reached AGI, the case for a precisely timed AI pause, biological threats, AI

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52:25

Best of Big Technology: How Ozempic Changes Our...

Big Technology Podcast ·

2026/08/14

Johan Hari is a New York Times bestselling author and has a new book, Magic Pill, about his experience with weight loss drugs. Hari joins Big Technology to discuss the impact of Ozempic on our relationship with food and the economy. Tune in to hear how these medications work, their benefits, and their potential risks. We also cover the science behind these drugs, economic implications, and ethical considerations. Hit play for an in-depth conversation on the future of weight loss drugs and their

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67:04

Here's How The AI Bubble Bursts — With Paul Kedrosky

Big Technology Podcast ·

2026/08/12

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 centers may make it extraordinarily difficult for investors to earn adequate returns. We also cover

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55:54

Demis Steps Down, Apple’s Memory Problem, Microsoft’s...

Big Technology Podcast ·

2026/08/08

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 an interesting wrinkle 8) How much cloud growth is driven by OpenAI and Anthropic? 9) The divisions

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70:45

How The AI Bet Pays Off + AI Lab Strategy Game — With...

Big Technology Podcast ·

2026/08/05

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 cover the risk of an investment-timeline mismatch, the value of AI talent and proprietary chips, and

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64:06

Leopold Blows Up, OpenAI Drastically Cuts Prices,...

Big Technology Podcast ·

2026/07/31

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% 7) Does an AI price war drive everything to zero? 8) Nvidia invests $5 billion in Ilya Sutskever's SSI

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