Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) OpenAI's browser initiative 2) Can the ChatGPT browser succeed 3) DOJ wants to split off Chrome 4) Is spinning off Chrome a just punishment? 5) Would we be better off with Google services disconnected from each other? 6) Apple is trying to improve Siri wi…

RJ Scaringe is the CEO of Rivian. He joins Big Technology Podcast for a deep discussion about the state of electric vehicles and where Rivian goes from here. We go into depth about Elon Musk's role in the coming Trump administration and what Scaringe would do if he was the "first buddy." Then we talk about Rivian's affordability, its partnership wi…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Jake Paul vs. Mike Tyson 2) Why researchers believe Generative AI training methods might be plateauing 3) Is the application really what matters? 4) Will reasoning save the day? 5) Writer raises $200 million 6) ChatGPT defeats Chegg 7) Should ad agencies …

Gustav Söderström is Spotify's co-president, chief technology officer, and chief product officer. He joins Big Technology Podcast — as we debut video episodes on Spotify — for discussion of Spotify's approach to AI generated content, algorithmic recommendations, and more. Tune in for a deep conversation covering whether Spotify wants AI-generated m…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Polymarket's election day triumph 2) Was the prediction markets' success a fluke or something with staying power 3) Why crypto folks love prediction markets 4) Bitcoin skyrockets after Trump's election 5) S&P 500 hits 6,000 6) Is this stock market momentu…

Ana Swanson is a reporter covering trade and international economics for The New York Times. Dan Primack is the business editor at Axios. The two join to discuss the implications of Trump's win in the 2024 election. We cover: 1) Trump's decisive win 2) Why he won 3) Will his policies deliver for his voters? 4) No tax on tips, overtime, or social se…

Alan Deardorff is a professor emeritus of international economics and public policy at the University of Michigan. He joins Big Technology Podcast for a special episode on the eve of election day to discuss the difference between Donald Trump and Kamala Harris on tariffs and international trade, and whether a trade war might harm U.S. tech companie…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) GPT-5 delayed till 2025? 2) Is focusing on products, not big models, a good move for OpenAI? 3) Is OpenAI trying to train the model again with a bigger GPU cluster? 4) Meta trains Llama 4 on more than 100,000 NVIDIA H100 GPUs 5) OpenAI puts search in Chat…

Aidan Gomez is the co-author of the "Attention Is All You Need" paper that launched the AI revolution and CEO of Cohere, an enterprise AI company. Gomez joins Big Technology to discuss the myths, facts, and realities of today's AI landscape. Tune in to hear why the real value of AI isn't in flashy consumer apps but in automating crucial back-office…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) AI agents are here 2) Anthropic's Sonnet 3.5 model 3) Why we're underwhelmed with AI agents so far 4) The long-term bull case for agents 5) OpenAI's Orion model 6) Sam Altman's fake news tweet, and his cryptic preview of that news 7) Elon Musk and Putin s…

Dan Ives is the managing director, equity research at Wedbush Securities. Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. The two all-star stock watchers join Big Technology Podcast to discuss the fascinating state of big tech stocks, particularly Apple's surprising resilience. Tune in to hear why Appl…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. Cory Weinberg from The Information joins us for the first half! We cover 1) Open AI and Microsoft’s relationship starting to fray 2) Microsoft rebuffing OpenAI's fundraising efforts 3) Mustafa Suleyman's impact on the Microsoft - OpenAI dynamic 4) Why OpenAI sought A…

Josh Brown is the CEO of Ritholtz Wealth Management, a CNBC contributor, and author of "You Weren't Supposed to See That." Brown joins Big Technology to discuss the intersection of AI, big tech, and the current state of the economy. Tune in to hear how automation fears are driving a potentially fear-based investment bubble in tech giants and the co…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. Cory Weinberg from The Information joins us for the first half! We cover 1) OpenAI's financials leak 2) OpenAI plans to make most of its revenue via ChatGPT 3) OpenAI's staggering losses 4) Can OpenAI be a sustainable business? 5) Training costs vs. inference costs 6…

Elizabeth Reid is Google's VP of Search and a 20-plus year veteran of the company. Reid joins Big Technology to discuss Google's major AI push and how this new era of computing is transforming its product and business. Tune in to hear about AI-organized search results, the growth of Google Lens, and how AI is changing the way people interact with s…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) OpenAI closing a $6.6 billion fundraise 2) A look at the investors, including Softbank, Tiger Global, Cathie Wood, and Altimeter 3) Will OpenAI need to raise again shortly? 4) Is an IPO next? 5) Investors can get their money back if OpenAI doesn't convert…

Andrew Bosworth is the Chief Technology Officer at Meta. Bosworth joins Big Technology Podcast to discuss Meta's new Orion augmented reality glasses and the future of human-computer interaction. Tune in to hear his insights on the technical capabilities of AR, the potential of artificial intelligence, and how these technologies could reshape the wa…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) OpenAI changing its corporate structure to for-profit, public benefit corporation, per reports 2) Is this good for OpenAI? 3) Turmoil through the transformation 4) Can you exist outside of 'the system'? 5) OpenAI CTO Mira Murati leaves 6) Further executiv…

Ryan Mac and Kate Conger are reporters at The New York Times and the authors of a new book, Character Limit: How Elon Musk Destroyed Twitter. Zach Coelius is managing partner at Coelius Capital — and a VC who thinks Elon is doing a pretty good job with the social media company. In this episode, our guests debate whether Musk’s Twitter takeover is g…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) The 'subprime' AI crisis 2) Will companies building on AI persist if prices increase? 3) OpenAI funding news update 4) Do the research houses not care about the business side, and only want AGI? 5) iPhone16 releases to mild enthusiasm 6) Huawei's trifold …

Ryan Roslansky is the CEO of LinkedIn and host of The Path podcast. He joins Big Technology to discuss how AI will change our jobs and the future of tech products. Tune in to hear Ryan's perspective whether AI replace workers, which tasks are ripe for automation, and how LinkedIn is adapting its products for the AI era. We also discuss the importan…

Parmy Olson of Bloomberg joins for our weekly discussion of the latest tech news. She's also the author of the new book, Supremacy: AI, ChatGPT, and the Race that Will Change the World. We cover 1) OpenAI's release of its new o1 model, that can do reasoning, also know as Q* or Strawberry 2) o1's features and what makes it different 3) Businesses st…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Apple's iPhone16 launch 2) Apple Intelligence disappointment & delays 3) Apple's future runs through Siri 4) Apple Intelligence's impact on iPhone16 sales 5) Will the iPhone17 spark a supercycle? 6) Does Apple Intelligence compete with apps? 7) Apple's re…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Russia funding the political YouTube network Tenet Media 2) Should the commentators have known better? 3) How big does the influence operation go? 4) Is Ranjan being paid off by a foreign government? 5) Twitter suspended in Brazil 6) Was Elon Musk right i…

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 behi…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) OpenAI Raising at a $100 billion valuation 2) Is Investing in OpenAI a good bet? 3) Why is Thrive leading the round? 4) ChatGPT usage doubles 5) MetaAI reaches 40 billion daily active users 6) Amazon leadership says coding will soon be done by bots and no…

Eric Markowitz is a partner at Night View Capital and a long-term focused investor. Eric joins Big Technology to discuss his harrowing brush with death and how it transformed his perspective on investing and life. Tune in to hear how a mysterious brain abscess forced Eric to confront his mortality and reevaluate his approach to work, relationships,…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Alex's trip to the Balkans 2) China's influence in the region 3) Meta and Snap AR glasses battle 4) Are smart glasses stylish enough 5) Perplexity's plan to run ads 6) Eric Schmidt's disparaging remarks about Google 7) Is Google really behind on AI? 8) Wi…

Billy McFarland is the founder of Fyre Festival. He joins Big Technology Podcast to discuss what he learned about social media, investing, and prison during his ordeal at the helm at the world's most infamous music festival. Tune in for McFarland's clear-headed insights on what he did wrong, how social media sells a version of the world that is not…

The “big idea” in this episode is SimOps, an important shift in the industry. Three of the so-called “magnificent seven” (most valuable companies in the world) are already practitioners of SimOps and have helped shape the products that support it. Peter Ungaro, one of the most celebrated captains of the supercomputing and AI industry, formerly the …

Nate Silver is a statistician, election prognosticator, and bestselling author. He joins Big Technology Podcast to discuss his reporting on extreme risk takers, and why the seem to be winning. Tune in to hear Silver's theory on how society bifurcates into the risk-forward, probability oriented thinkers (The River) and the safety seeking, status ori…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Wall Street's roller coaster week 2) Does market turmoil change AI investment? 3) The Yen trade 4) NVIDIA's stock market drop 5) Warren Buffet sells Apple 6) OpenAI loses more key leaders 7) Is OpenAI struggling to fundraise? 8) Are LLMs hitting a wall? 9…

Nick Bostrom is a renowned philosopher and bestselling author of "Superintelligence" and "Deep Utopia." He joins Big Technology to discuss the potential outcomes of advanced artificial intelligence, from existential risks to utopian possibilities. Tune in to hear Bostrom's thoughts on how humanity might navigate the transition to a world of superin…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) The week's market selloff 2) Consumer spending declines and other negative economic factors 3) Starbucks as a economic barometer 4) Favorite boba 5) AI spending comes under scrutiny 6) Big Tech earnings performance 7) NVIDIA's resilience 8) Apple Intellig…

Danny Shapiro is the Vice President of Automotive at NVIDIA. He joins Big Technology to discuss the current state of autonomous driving technology, its future, and NVIDIA's role. Tune in to hear how NVIDIA is pushing the boundaries of AI and simulation to make self-driving cars safer and more reliable. We also cover the challenges of full autonomy,…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Kamala in, Biden out 2) Kamala's tech agenda 3) The importance of Lina Khan 4) Do VCs regret backing Trump after the past week's developments 5) J.D. Vance couch meme 6) Twitter at the center of the story 7) AI CapEx goes wild 8) Google's resilience throu…

Thomas Dohmke is the CEO of Github. He joins Big Technology Podcast to discuss the state of AI-assisted coding, and whether the rest of the economy can see benefits similar to software engineers using coding 'copilots.' We also discuss how AI assistance can help individual developers build whatever's on their mind, and whether we'll see $1 billion …

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) VCs and Elon going to Trump 2) The policy issues swinging VCs to Trump 3) The case for an against big tech acquisitions 4) Electric vehicle policy as a flashpoint 5) Anti-woke common ground between VCs and Trump 6) Is it a good bet? 7) Goldman Sachs pours…

Sebastian Siemiatkowski is the CEO and co-founder of Klarna. Siemiatkowski joins Big Technology Podcast to discuss the company's aggressive efforts to implement AI across its operation, including in customer service where it says the technology is now doing the work of 700 people. We also discuss how Klarna is using generative AI in marketing, and …

Tom Dotan from the Wall Street Journal joins us for our weekly discussion of the latest tech news. We cover 1) What slow growing GenAI consumer usage says about the field 2) OpenAI's five levels of AI sophistication 3) Why enterprise rollouts of AI technology are moving slow 4) Is AI a startup game or scaled player only discipline 5) How small mode…

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. --- Matt Wood is the VP of AI Products at Amazon Web Services (AWS). Wood joins Big Technology Podcast to discuss the current state and future potential of AI, according to Amazon. Tune in to hear insights on how customers are adopting AI, the importance…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Why the Hawk Tuah Meme broke through 2) Evolution of the internet from the 'nerd internet' to the 'Zynternet' or 'bro internet' 3) The 'For You' recommendation system had turned the internet into a mass appeal machine vs. niche 4) Zuck's fourth of july wa…

William Saunders is an ex-OpenAI Superallignment team member. Lawrence Lessig is a professor of Law and Leadership at Harvard Law School. The two come on to discuss what's troubling ex-OpenAI safety team members. We discuss whether the Saudners' former team saw something secret and damning inside OpenAI, or whether it was a general cultural issue. …

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Companies that bought AI services are struggling to make them work 2) Is an AI 'trough of disillusionment' coming? 3) Consultants are cashing in on the AI boom 4) Is consultants' heavy involvement in AI work good? 5) Examining Perplexity's IP issues more …

Michael Batnick is managing partner at Ritholtz Wealth Management and co-host of The Compound and Friends Podcast. Batnick joins Big Technology Podcast for a conversation that asks all the questions about NVIDIA's historic run. We cover the valuation, volatility, competition, chances to keep going, and AI fatigue. We also ask whether NVIDIA could g…

Reed Albergotti is the tech editor at Semafor. He joins Big Technology Podcast to break down the week's news. We cover: 1) NVIDIA temporarily becoming the most valuable publicly traded company 2) Is NVIDIA a bubble? 3) What might disrupt NVIDIA? 4) Ilya Sustkever founds Safe Superintelligence Inc. 5) Who's funding Ilya? 6) Will SSI amount to anythi…

Peter Diamandis is the founder and executive chairman of the XPRIZE Foundation, a New York Times bestselling author, and host of the Moonshot Podcast. He joins Big Technology Podcast for a fun, wide-ranging conversation touching on his belief around AI, his friendship with Elon Musk, Abundance and happiness, and how we can live longer, including an…

Mark Gurman is Chief Correspondent at Bloomberg. He stops by Big Technology Poddcast for a brief recap of the week's Apple news, including its no-money deal with OpenAI. Ranjan Roy from Margins is also back for our weekly discussion of the latest tech news. We cover: 1) Alex's Visit to NVIDIA 2) The Gurman interview - which covers a) Apple + OpenAI…

M.G. Siegler of Spyglass is back to recap Apple's big AI-themed WWDC event and look ahead to AI's broader potential moving forward. Tune for an in-depth analysis of Apple's new AI features, and what they say about the strengths and limitations of the current AI models. We cover whether the new features will lead to an iPhone upgrade cycle, the stoc…

Alex Kantrowitz joins on site from WWDC, where Apple just made its big AI announcement. Tune in for a quick recap of the event's news and the implications. We cover Apple Intelligence, Genmoji, Writing Tools, & more. And what it meens: 1) Apple needing to go bold 2) Opening the device up to take advantage of the next 18 months of AI development 3) …