Big Technology Podcast

Tom Lee is the chief investment officer at Fundstrat Capital and head of research at FSInsight. He joins Big Technology Podcast to discuss whether generative AI wave is actually holding up the stock market and what would happen if it stalled or fell apart. We discuss what an AI 'Black Swan' event would look like, whether the bubble would pop, and what happens if AI gets too good. Tune in for the second half where we discuss how Lee predicts stock market movements, why the market is holding up well, and whether bitcoin has room to grow. For complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists, you can visit ⁠⁠fundstrat.com/tom⁠⁠ --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI and Microsoft's tension boils as business relationship grows complex 2) Is Microsoft being anticompetitive? 3) How much money OpenAI owes Microsoft 4) Who holds the power in the relationship? 5) OpenAI discounts ChatGPT enterprise 6) New study shows using ChatGPT leads to eroding critical thinking skills 7) Does ChatGPT help or hurt education? 8) Andy Jassy says AI will replace Amazon workers 9) Is this really just a ploy to get workers using AI tools? 10) Zuck hires more AI execs 11) Waymo arrives in NYC.... kinda --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Dwarkesh Patel is the host of the Dwarkesh Podcast. He joins Big Technology Podcast to discuss the frontiers of AI research, sharing why his timeline for AGI is a bit longer than the most enthusiastic researchers. Tune in for a candid discussion of the limitations of current methods, why continuous AI improvement might help the technology reach AGI, and what an intelligence explosion looks like. We also cover the race between AI labs, the dangers of AI deception, and AI sycophancy. Tune in for a deep discussion about the state of artificial intelligence, and where it's going. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's 'Gentle Singularity' essay 2) Is Altman overhyping the technology's current capabilities 3) Why the next few years may see crazy AI development 4) The case for and against humanoid robots 5) OpenAI's o3 pro model and the value of tool use 6) Meta's acquihire-zition of ScaleAI and founder Alexandr Wang 7) The case for the move and the rationale behind Zuck's aggressiveness 8) MetaAI posts 'private' conversations 9) Google traffic to web publishers falls off a cliff -- here's the data. 10) The burning of the Waymos 11) Alex fight robots --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

M.G. Siegler is the author of Spyglass. He joins Big Technology to discuss Apple's subdued WWDC and whether it signals deeper trouble with AI's capabilities. Tune in to hear a breakdown of Apple's “UI over AI” approach, whether the company can pull off the Apple Intelligence vision at all, and if Liquid Glass is a redesign destined to fail. We also cover the vibes at the conference and the state of Apple today. Hit play for clear-eyed, no-nonsense analysis of the tech world's biggest stories. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Alex Kantrowitz joins live from WWDC, where Apple just announced a number of new design changes including a completely updated operating system with 'Liquid Glass' styling. But in an era of reinvention, where AI is at the center of the technology's evolution, Apple introduced a number of refinements. This short, solo episode looks at Apple's strategy, vision, and execution in a changing moment for the tech industry. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) What's coming at Apple's WWDC developer conference 2) Apple may be taking an AI gap year 3) Apple's Upcoming AI bets 4) Airpods enhancements 5) Apple's new operating system 6) Why Apple should buy Perplexity 7) Is Perplexity positioning itself for a sale 8) Elon vs. Trump explodes 9) What the fight means for Tesla, SpaceX, the Tech Right, and Musk's legacy 10) Why Elon needs robotaxis more than ever 11) Problems at DOGE 11) OpenAI forced to preserve our chats to due New York Times lawsuit. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Anthony Scaramucci is the founder and managing partner at SkyBridge Capital, and host of The Rest Is Politics US. Scaramucci joins Big Technology Podcast to talk about his brief experience as Trump's communication director, what derailed Elon Musk's White House stint, the problems with Trump's 'Big Beautiful Bill,' the state of the trade war, Tim Cook's tariff troubles, bitcoin, and more. We also cover Long Island culture at the top of the show, if you're into that. Tune in for a fast paced, fascinating look into the state of the global economy and the tech titans trying to ride it to results. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic CEO Dario Amodei's prophesy that 50% of entry level work will disappear 2) Hype or true: Is mass AI-driven unemployment just marketing? 3) How Amodei's prediction could come true 4) How work might shift even before job loss, as in the case of Amazon's engineers 5) NVIDIA's business is booming 6) Are export restrictions on China working? 7) DeepSeek's updated R1 model is here 8) Meta's AI problems 9) Meta teams up with Anduril 10) Did Mark call Palmer? 11) Grammarly's unique funding model 12) Elon Musk gets out of DOGE 13) CEOs using AI avatars on earnings calls --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Y-Lan Boureau is the founder & CEO of ThrivePal, an OpenAI-funded AI startup, and a former Meta AI researcher. Boureau joins Big Technology Podcast to discuss why the next frontier for AI should be science‑backed coaching that nudges us toward healthier habits and deeper real‑world relationships. Tune in to hear how large‑language models can push users to lift weights, regulate emotions, and support their friends' growth. --- --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Alex's unexpected Sergey Brin interview 2) Jony Ive sells his IO device company to OpenAI 3) What this device could be 4) Is Jony + Sam bad for Apple? 5) Could this device work? 6) What the move to ambient assistants could signal for tech 7) Anthropic's first developer event 8) Is Anthropic's move to code and tools a smart one? 9) Claude will blackmail you 10) Sorting through hype vs. truth in a fun game that everyone loves 11) Google's Veo 3 12) Where Google stands vs. before the week started. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Demis Hassabis is the CEO of Google DeepMind. Sergey Brin is the co-founder of Google. The two leading tech executives join Alex Kantrowitz for a live interview at Google's IO developer conference to discuss the frontiers of AI research. Tune in to hear their perspective on whether scaling is tapped out, how reasoning techniques have performed, what AGI actually means, the potential for an intelligence explosion, and much more. Tune in for a deep look into AI's cutting edge featuring two executives building it. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Koray Kavukcuoglu is the Chief Technology Officer of Google DeepMind. Kavukcuoglu joins Big Technology to discuss how his team is pushing the frontier of AI research inside Google as the company's Google IO developer event gets underway. Tune in to hear Kavukcuoglu break down the value of brute scale versus novel techniques and how the new inference-time “DeepThink” mode could supercharge reasoning. We also cover Veo 3's sound-synced video generation, the open-source-versus-proprietary debate, and what a ten-percent jump in model quality might unlock for users everywhere.

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) ChatGPT ranks No. 5 among all websites worldwide 2) ChatGPT is the only website among the top ranked by SimilarWeb that is growing 3) How do chatbots get information if they replace the web? 4) Grok's 'white genocide' messaging campaign 5) What's in a system prompt, with a look inside Grok's 6) The truth about Timothée Chalamet 7) Filing stories directly into ChatGPT? 8) Meta slams into big problems in its Llama AI program 9) Does it matter if scaling is done? 10) IBM survey shows generative ROI is hard to come by despite interest 11) Cohere's revenue trouble 12) Perplexity integrates with Paypal 13) A look at the event calendar ahead --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Emily  Bender is a computational linguistics professor at the University of Washington. Alex Hanna is the Director of Research at the Distributed AI Research Institute. Bender and Hanna join Big Technology to discuss what their new book, “The AI‑Con," which they describe as the layered ways today's language‑model boom obscures environmental costs, labor harms, and shaky science. Tune in to hear a lively back‑and‑forth on whether chatbots are useful tools or polished parlor tricks. We also cover benchmark gaming, data‑center water use, doomerism, and more. Hit play for a candid debate that will leave you smarter about where generative AI really stands — and what comes next. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year, which includes membership to our subscriber Discord: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI has another new top executive structure 2) What is Sam Altman's role now? 3) Who is Fidji Simo, OpenAI's new CEO of Applications 4) OpenAI abandons total for-profit conversion 5) Microsoft's demands on OpenAI 6) Could Apple replace Google as the default search with AI? 7) Is it an either or decision? 8) Could Apple make AI companies bid for the default search position? 9) Everyone is cheating using ChatGPT in college 10) Do people need to change or does the education system need to change? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Gary Marcus is a cognitive scientist, author, and longtime AI skeptic. Marcus joins Big Technology to discuss whether large‑language‑model scaling is running into a wall. Tune in to hear a frank debate on the limits of “just add GPUs" and what that means for the next wave of AI. We also cover data‑privacy fallout from ad‑driven assistants, open‑source bio‑risk fears, and the quest for interpretability. Hit play for a reality check on AI's future — and the insight you need to follow where the industry heads next. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) What an 'AI-First Company' is 2) Aaron Levie's AI-first memo to Box. 3) Luis von Ahn's AI-first memo to Duolingo 4) Tobi Lutke's AI-first memo to Shopify 5) Can non-tech company be AI-first? 6) Apple earnings 7) Apple's federal government issues 8) Microsoft earnings 9) Amazon earnings 10) Meta Earnings 11) NVIDIA vs. Anthropic 12) More on AI consciousness 13) The very handy Mag2 --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Jamil Ghani is Amazon's Vice President of Prime. Ghani joins Big Technology Podcast to discuss Amazon's position in the ongoing trade war and how Alexa Plus combined with Prime will appeal to its customers. Tune in to hear Ghani debunk the headline about tariff price labels, walk through Alexa Plus's rollout, and outline why Amazon believes its approach to a contextually-aware assistant will work. We also cover Prime Day strategy, supply-chain regionalization, warehouse robotics, and Amazon's growing AI alliance with Anthropic. Hit play for a fast, candid look at how the world's largest online retailer is positioning itself for the next era of commerce and consumer tech. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Anthropic researcher's assertion that there's a 15% chance Claude is conscious 2) What happens if people believe AI is sentient? 3) Why consciousness and intelligence are different 4) Hey, is this all just marketing? 5) Anthropic CEO Dario Amodei's push for AI model interpretability 6) China's robot half-marathon 7) Tesla's wild earnings week 8) Why Google is thriving despite the ChatGPT threat 9) Are we going to shop directly within ChatGPT? 10) Kevin Systrom's flawed testimony against Facebook 11) Washington DC thinks Big Tech is getting broken up. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Dylan Patel is the founder and CEO of SemiAnalysis. He joins Big Technology Podcast to explain how generative AI work, explaining the inner workings of tokens, pre-training, fine-tuning, open source, and reasoning. We also cover DeepSeek's efficiency breakthrough, the race to build colossal AI data centers, and what GPT-5's hybrid training approach could unlock. Hit play for a masterclass you'll want to send to every friend puzzled (or excited) about the future of AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Is OpenAI's o3 model AGI? 2) Maybe it's AGI when you squint 3) Why people are floating the idea that OpenAi is close to AGI 4) Is OpenAI going to declare that GPT-5 is AGI 5) What's in it for companies saying they've achieved AGI first? 6) AI's new memory capabilities add something big to the experience 7) Is AI the new social media? 8) Facebook has moved away from friend sharing 9) Could Google be broken up? 10) Is Google's stake in the open web actually a good thing? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 also cover AI agents like Manus, chip shortages, and the entrepreneurial resurgence transforming Chinese tech culture. Hit play for an essential conversation on China's AI ambitions and their global implications. You can read more from Grace here: https://open.substack.com/pub/aiproem --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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, Apple, Microsoft, Google, And Meta to tariffs 8) How this might end --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 touch on tariffs and their impact on the cloud services business. Tune in for a wide ranging conversation with Google's top guy on cloud computing.

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 the second half, Parker, a star equity analyst, highlights how Amazon, Apple, Google, Meta, Microsoft, NVIDIA, and Tesla will react to the tariffs. Tune in for a comprehensive deep dive on what's driving the biggest economic disruption in years and what happens from here. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Here's Ryan Petersen's tariff briefing: https://youtu.be/Z1rBu2-lEY8?si=8ptEQdrU9yiCHWLO For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Support Big Technology? Here's 40% off for the first year premium subscription: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 Microsoft's data center plans, its relationship with OpenAI, and predictions about when we might reach AGI. Hit play for a fascinating look at the future of human-AI relationships and what it means for work, technology, and society. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 technology 9) AI's brand risk 10) Was the problem with Apple Intelligence actually AI, not Apple? 11) Amazon launches Alexa Plus with missing features 12) Elon Musk's xAI acquires Elon Musk's X --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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) CoreWeave's IPO disappoints 9) OpenAI eyes $40 billion fundraise 10) Is Silicon Valley about to lose its monopoly on tech? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 explosion scenarios, the geopolitical implications of AI development, and why an international AI arms race could lead to faster development than the world can handle. Hit play for an insider's perspective on how governments and AI labs are wrestling with unprecedented technological power that could reshape global security.

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) Coreweave's revenue issues - what they mean 7) The state of OpenAI 9) OpenAI's talent retention issues 10) Will OpenAI make apps like Doordash obsolete? 11) Changes atop the Siri org at Apple. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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. We also cover whether AI research will hit a wall, whether investors in AI will be disappointed, and the value of open source after DeepSeek. Tune in for a fascinating conversation with one of the world's leading AI pioneers. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 opportunities 8) OpenAI releasing agent APT 9) Vibecoding is fun 10) Reed on Amazon's proprietary AI chips --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 money to spend on Roblox. Hit play for an insightful conversation about the intersection of gaming, AI, and the future of creative digital experiences. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 all big tech companies seem to be converging on the same contextually aware, general AI assistant, and why Amazon believes Alexa has a chance to win. Tune in for a front row perspective on one of the tech industry's biggest AI projects. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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) NVIDIA earnings 9) Jensen says reasoning costs 100x typical LLMs 10) Meta wants to build a standalone AI app 11) Will Alexa+ work? 12) RIP Skype --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 product matters more than models, and how OpenAI's talent bench looks after last year's departures. Tune in for an inside look at what it took to build OpenAI's newest and biggest large language model, and why OpenAI is committed to pushing the frontier forward.

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 Musk weild attention for political power, and why most social platforms are seeing declining user engagement despite their algorithmic optimization. Hit play for a conversation that reveals why our relationship with technology resembles our relationship with food — a biological necessity transformed into an unhealthy craving that reflects deeper voids in modern life. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 top of Chatbot arena 9) Benedict Evans on Deep Research 10) Does using AI tools make our brains atrophy? 11) Amazon's incoming Alexa upgrade 12) Actually, voice AI helps during marital disputes 13) RIP Humane Pin Join the Big Technology Discord here: https://www.bigtechnology.com/p/lets-talk-deepseek-ai-etc-on-big

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 after DeepSeek. And we end with a fun back and forth on Apple Intelligence and The Vision Pro, of which Enjeti was an early buyer. Hit play for a fun, thought provoking discussion on tech's high stakes gamble.

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 strikes back 8) Apple + Alibaba partnership 9) iPhone SE launch looms 10) TikTok is back in app stores... so what? 11) Jamie Dimon says get back to work. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 into the wild. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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) Experimenting with OpenAI's Deep Research 8) Why AI reasoning methods contain so much promise 9) New Gemini releases 10) Weird Gemini naming conventions 11) Big Technology in New York Times' Klarna story 12) Are the AI Super Bowl ads a good idea? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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), how it will change labor, and even potentially warfare. We also cover how AI videos today possess a solid understanding of the real world. Tune in for the first few minutes where we discuss Lebaredian's perspective on DeepSeek and Jevon's Paradox.

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, let's discuss Jevon's Paradox 9) We have a discord now 10) Apple made Siri even dumber --- Join us on Discord Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 billion raise, the emergence of Chinese AI competitor DeepSeek, and why he believes these unprecedented investments will seem small in retrospect. We also cover the evolving Microsoft-OpenAI relationship, tech CEOs gravitating toward Trump, and Hoffman's views on AI regulation and TikTok's future. Hit play for a deep dive into AI's trajectory from one of the industry's most influential voices. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

M.G. Siegler is a writer and investor and the author of Spyglass. Siegler joins Big Technology for a bonus depisode to discuss DeepSeek R1, the Chinese open-source AI model and its impact on the tech industry. Tune in to hear why DeepSeek's ability to match OpenAI's performance at just 3-5% of the cost could upend the AI industry's economic model. We also cover the immediate market fallout, why Silicon Valley's scaling hypothesis might be invalidated, and what this means for companies like Microsoft, Google, and NVIDIA. Hit play for a timely analysis of one of the most significant developments in AI that could reshape the technology landscape. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) DeepSeek r1, an efficient, cheap reasoning model from China 2) How DeepSeek stacks up against the state of the art 3) Does DeepSeek invalidate the billions of dollars invested in current foundational models 4) DeepSeek's wild origin story 5) How DeepSeek changes U.S. and China's AI rivalry 6) OpenAI, Softbank, and Oracle team up to invest up to $500 billion in AI infrastructure in a program called Stargate 7) But do they have the money? 8) Will Stargate test the limits of the scaling hypothesis 9) OpenAI's Operator agent debuts 10) Will people want Operator? 11) Analysts downgrade Apple after Apple Intelligence disappoints 12) Wait, TikTok is still here? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Demis Hassabis is the CEO of Google DeepMind. He joins Big Technology Podcast to 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 play for a fascinating discussion with an AI pioneer that will both break news and leave you deeply informed about the state of AI and its promising future. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Supreme Court upholds TikTok ban 2) Will Apple and Google comply even if the White House doesn't enforce? 3) What does TikTok's behavior tell us about its ties to China's government? 4) How TikTok might stick around 5) Will Elon Musk buy TikTok 6) TikTok CEO Shou Chew is going to sit at the dias during Trump's inauguration 7) Chinese app Little Red Book, or RedNote takes off 8) Does China want Americans on RedNote? 9) DJI removes some restrictions for drones 10) ChatGPT can handle to-dos and set reminders now 11) Are we going to fall in love with AI assistants 12) Why MBAs can't get jobs 13) Is AI going to replace MBAs. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here's 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com