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 bet…

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 anecdot…

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 interchangea…

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 ro…

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) …

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 …

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. …

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 …

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 r…

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 …

Eugenia Kuyda is the founder and CEO of Replika, an AI companion app where people befriend — and sometimes fall in love with — AI bots. Kuyda joins Big Technology Podcast to discuss the nature of these relationships, and what they say about our society. In this conversation, Kuyda reveals Replika's ambition for its "phase two," a plan to have AI fr…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Sam Altman declares the path to AGI is clear 2) Could AGI come before GPT-5? 3) Up next: Superintelligence 4) Anthropic raising $2 billion 5) NVIDIA says robotics is a multi-trillion opportunity 6) NVIDIA has a personal 'supercomputer' 7) Smarter NPCs are…

Ryan Broderick writes the Garbage Day newsletter and hosts the Panic World podcast. He joins Big Technology Podcast to discuss how the internet has fundamentally changed since the pandemic, in a special episode with Ranjan Roy and Alex Kantrowitz. Tune in to hear Broderick's insights about the rise of viral normie culture which includes Hawk Tuah a…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Skydiving with the Meta Raybans 2) OpenAI's GPT-5 delay 3) AI's crucible year 4) We finally know what OpenAI's definition of AGI is 5) Was AGI just a financial thing all along? 6) Trump throws TikTok a lifeline 7) The best divestment ever 8) Meta changes …

Casey Newton is the author of Platformer and co-host of Hard Fork. He joins Big Technology Podcast for our annual predictions episode. Tune in to hear Newton analyze 2024's major developments in AI, debate whether AI agents will take off in 2025, and explore what might happen to companies like Apple, Google, and OpenAI in the coming year. We also c…

Brian Chesky is the CEO and co-founder of Airbnb. This week on Big Technology Podcast, we roll back the clock to our interview with Chesky in 2023, where he discussed cleaning fees, listening to customer feedback, and getting involved in the details of the product and user experience. This interview was one of the earliest moments Chesky shared his…

Dr. Rona Novick is a clinical psychologist and Dean Emerita of Yeshiva University's Azrieli School. Jinja Birkenbeuel is CEO of Birk Creative, and a parent of three children. They join Big Technology Podcast to discuss the right amount of technology to give to kids and how it impacts the developing brain. Tune in to hear their insights about pandem…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) OpenAI's o3 reasoning model 2) Is reasoning a real step forward or a head fake after other methods hit a wall 3) Is AI reasoning too expensive 4) AI models attempt to trick their trainers 5) Are we getting close to AGI? 6) Is it silly to start discussing …

Noland Arbaugh is a 30 year old quadriplegic who can control computers with nothing but his mind. Earlier this year, he allowed Elon Musk’s Neuralink to drill a hole in his skull, insert more than one thousand electrodes into his motor cortex, and translate his brain signals into cursor movement and clicks. In this week's Big Technology Podcast, Al…

We have a full house with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan with a “postview” of the SC24 conference, the latest CryptoSuper500 list, a snapshot of quantum computing, and the RISC-V Summit. They also discuss Bitcoin, AI vs. HPC, HPC in the cloud, liquid cooling, InfraTech, Interconnects, Optical Computing, OpenMP, PC…

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) What's the use case for OpenAI's Sora video generator? 2) Maybe Sora helps OpenAI understand physics and sets up world models + robotics 3) Siri is still bad 4) Check in on OpenAI's shipmas 5) OpenAI o1 tries to escape being shut down 6) Time Magazine's P…

Alexandr Wang is the CEO and co-founder of Scale AI. He joins Big Technology Podcast to share his predictions for AI in 2025, including insights about emerging geopolitical drama in the AI field, AI agents for consumers, why data may matter more than computing power, and how militaries worldwide are preparing to deploy AI in warfare. We also cover …

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Amazon's new Nova AI model 2) How Nova is differentiated 3) OpenAI heading to AWS in 2025? 4) OpenAI's 12 days of Shipmas 5) OpenAI's $200/month ChatGPT PRO 6) Google's new Veo video generation model 7) Will OpenAI's Sora video generation model measure up…

Matt Garman is the CEO of Amazon Web Services. Garman joins Big Technology Podcast to discuss Amazon's AI strategy and future plans. Tune in to hear Garman's insights on AWS's AI chips, partnerships with leading AI companies including OpenAI, the ROI of generative AI, and how AWS is helping customers leverage AI while managing costs. We also cover …

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Elon Musk tries to stop OpenAI from going for-profit 2) Should OpenAI be able to convert to for profit? 3) Should OpenAI be able to prevent investors from investing in competitors 4) What happens if OpenAI delays the for-profit conversion 5) State of GenA…

Marc Benioff is the CEO and co-founder of Salesforce. Benioff joins Big Technology Podcast for a wide ranging discussion on AI agents, automation, and the future of labor. In this episode, we discuss his vision for AI agents and how they'll transform the way companies interact with customers. Tune in to hear why Benioff believes the future isn't ab…

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…