The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Alex Kantrowitz, a Silicon Valley journalist who's interviewed the world's top tech CEOs — from Mark Zuckerberg to Larry Ellison — is the host.
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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…
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…
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…
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…
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…
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…
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…
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)…
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…
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…