Condoleezza Rice is a former U.S. Secretary of State and current director of Stanford’s Hoover Institution. Rice joins Big Technology to discuss whether the United States can hold its technological edge as China races ahead in AI, batteries, and advanced manufacturing. Tune in to hear her candid take on the U.S.–China tech arms race, the ripple eff…

Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: AI Agent Swarm Coding, PCIe, UCE, Bitcoin, TOP500. Also introducing a new feature: “Lightning Round” which touches on megatrends that were not already covered, in this case: Io…

Big Technology Podcast is five years old. Today, we share a quick update with 1) Gratitude for our listeners 2) A change in ad network and what our ads will sound like next 3) Our editorial philosophy 4) How you can help. --- Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/s…

Box CEO Aaron Levie is back for our weekly discussion of the latest tech news. We cover: 1) OpenAi's Windsurf deal falls through 2) Is OpenAI okay? 3) What percentage of all AI spend goes to coding? 4) Google's AI code play 5) Grok 4 is out 6) Does Grok show the scaling laws are still in effect? 7) Would Box work with Grok? 8) NVIDIA hits $4 trilli…

Ryan Petersen is the CEO of Flexport. Petersen joins Big Technology to discuss how the latest round of tariffs and trade-war maneuvers are rewiring supply chains worldwide. Tune in to hear him unpack everything from 145 % “Liberation Day” duties and $5 K containers to the death of the de minimis loophole and what it means for Amazon, Temu, and Shei…

M.G. Siegler is the author of Spyglass. He joins Big Technology podcast for the first installment of our new monthly discussion about Big Tech strategy and AI! Today, we cover why Apple may want to outsource Siri's brain to Anthropic or OpenAI, the rise of voice Ai, why Anthropic could be the right fit, and the complexity of what working with Apple…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Meta's reported $100 million offers to AI engineers 2) If those reports are false, who planted the rumor? 3) Why talent might be all that matters in AI right now 4) Will Meta's bet work? 5) Anthropic's project vend 6) If AI can't stock a fridge, will it …

Noah Smith is a star economics writer behind the “Noahpinion” blog and co-host of the Econ 102 podcast. Smith joins Big Technology to discuss whether generative AI is actually boosting productivity or still waiting for its “electricity moment.” Tune in to hear his contrarian take on the so-called AI jobs apocalypse and how businesses will need to r…

Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Cloudflare CEO Matthew Prince says AI is disappearing the web 2) Will there be new business models that replace the current web-based models? 3) Is the AI Agent thing really happening? 4) Vibecoding riches 5) Court rules Ant…

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 w…

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 sho…

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…

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)…

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…

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 strate…

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…

Analyst roundtable covering AI, HPC, Cloud, Quantum, Crypto, Fusion with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Dessert vs Forest company culture, Nvidia, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai, Model Context Protocol (MCP) in AI, Bitcoin Strategic Reserve legi…

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 C…

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 A…

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 u…

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 …

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, wha…

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 inferenc…

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 sy…

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, …

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 d…

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‑sou…

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) Micros…

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 app…

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon …

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 f…

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…

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…

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-sour…

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 Ap…

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. Fi…

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: GPUs, including a post-view of the GTC conference, AI DataCenters, Quantum Computing, Bitcoin, and China. OrionX Editorial Team The OrionX editorial team manages the content on this website. The post Analyst Roundta…

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 i…

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 tran…

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 let…

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 bu…

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 de…

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…

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 knowle…

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 …

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 allegatio…

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: Chips, AI, Search, Quantum Computing, Bitcoin, and Fusion energy. OrionX Editorial Team The OrionX editorial team manages the content on this website. The post Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin…

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 …

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 spea…

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 troub…