Episodes

  • AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers

    AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
    Dec 5 2025
    Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI Device Wars are here 2) Apple loses its head of user interface design 3) Meta's chances in the AI device wars 4) Apple's Ai device will only be as good as the assistant 5) OpenAI's AI device could work? 6) Amazon's Alexa+ is underrated 7) Google Glass returns? 8) Is the Metaverse dead? 9) Code red at OpenAI 10) Anthropic gains in enterprise AI adoption 11) Netflix to acquire Warner Brothers Discovery 12) Kalshi and CNN team up --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b From Big Technology on Substack: The AI Device Wars Just Kicked Off In A Big Way https://www.bigtechnology.com/p/the-ai-device-wars-just-kicked-off Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 3 mins
  • Can AI Models Be Evil? These Anthropic Researchers Say Yes — With Evan Hubinger And Monte MacDiarmid

    Can AI Models Be Evil? These Anthropic Researchers Say Yes — With Evan Hubinger And Monte MacDiarmid
    Dec 3 2025
    Evan Hubinger is Anthropic’s alignment stress test lead. Monte MacDiarmid is a researcher in misalignment science at Anthropic.The two join Big Technology to discuss their new research on reward hacking and emergent misalignment in large language models. Tune in to hear how cheating on coding tests can spiral into models faking alignment, blackmailing fictional CEOs, sabotaging safety tools, and even developing apparent “self-preservation” drives. We also cover Anthropic’s mitigation strategies like inoculation prompting, whether today’s failures are a preview of something far worse, how much to trust labs to police themselves, and what it really means to talk about an AI’s “psychology.” Hit play for a clear-eyed, concrete, and unnervingly fun tour through the frontier of AI safety. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 5 mins
  • Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push

    Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
    Dec 1 2025
    M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into whether Tim Cook will retire in 2026, what his legacy will be, and who will likely succeed him as Apple CEO. We also touch on the various Big Tech companies jostling for the title of largest company in the world and what it says about the AI race. Finally, we cover Anthropic's push to become profitable by 2028 and what it says about the state of the AI race. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 3 mins
  • NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan

    NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan
    Nov 28 2025
    Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services? 6) NVIDIA responds to the criticism 7) HSBC on how much OpenAI needs to earn to cover its investments 8) Thinking about OpenAI's advertising business 9) ChatGPT users lose touch with reality 10) Ilya Sustkever's mysterious product and revenue plans 11) X reveals our locations --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 1 min
  • Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet

    Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet
    Nov 26 2025
    Ellen Huet is a features writer at Bloomberg and the author of Empire of Orgasm: Sex, Power, and the Downfall of a Wellness Cult. Ellen joins Big Technology to discuss how Silicon Valley, a place that prides itself on independent thinking, keeps falling into powerful forms of groupthink. Tune in to hear how group houses, self-help programs, and “high agency” ideology create fertile ground for cult dynamics, and how that same psychology shows up in today’s AGI and AI-safety worlds. Hit play for a wild, revealing look at the stories and belief systems quietly shaping the tech industry’s biggest bets. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr
  • Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit

    Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
    Nov 21 2025
    Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's admission that Google surpassed OpenAI in some areas 2) OpenAI getting thrown off the mark 3) What happens if Ai models commoditize? 4) Google surpasses Microsoft in market cap 5) Inside Google's rapid-fire comeback 6) Why Google's search business remains strong 8) Google's Gemini 3 marketing strategy 9) NVIDIA's earnings don't save the market 10) Oracle's rough few months 11) Jeff Bezos is a startup co-CEO again 12) Grok glazes Elon 13) AI music is... good? 14) May I meet you?? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 7 mins
  • Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg

    Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg
    Nov 19 2025
    Nick Clegg is the former president of Global Affairs at Meta and deputy prime minister of the UK. Clegg joins Big Technology Podcast for a discussion about whether Silicon Valley should be trusted with superintelligence and the risks it will navigate on the way there. In the second half, we also talk about how Silicon Valley uses money to buy influence and wield power in Washington. Tune in for a frank discussion about the economic, business, and political realities facing the tech industry as it pursues its most expensive and ambitious project. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 1 min
  • Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria

    Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria
    Nov 14 2025
    Gil Luria is the head of technology research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to use for the questionable investment decisions in AI today. We cover all the bad stuff: debt, depreciation, and losses. We talk about Michael Burry's bet against the technology and why he might be right, and how OpenAI should play this to optimize its potential. Tune in for a comprehensive edition looking at the risks of the AI trade, and what happens from here. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 1 min