Big Technology Podcast

• OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival

  M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into OpenAI’s newly cleared path to an IPO, what trillion-scale capex vs. current revenue implies, and how Microsoft’s 27% stake, IP rights, and fresh AWS entanglements complicate the story. We debate whether the market can stomach years of heavy losses, why “AGI or bust” creates systemic risk, and what happens if model gains plateau, compute economics flip, or fast followers erase any AGI edge. Finally, we look at Apple’s iPhone 17 resurgence—why it’s hitting now and whether it’s enough without a breakthrough assistant. Tune in for a clear walkthrough of tech’s biggest news with one of the industry’s sharpest analysts. --- 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: [email protected]

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• OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot

  Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI converts to a public benefit corporation 2) Why this is big news 3) Satya Nadela's wise OpenAI maneuver 4) Microsoft wants every AI model on Azure 5) Is AGI dead? 6) Inside Microsoft and OpenAI's negotiations 7) Sam Altman charts out OpenAI's next three years 8) Is building automated AI researchers a worthwhile and ambitious goal? 9) OpenAI also wants to be its own Ai cloud 10) OpenAI has become Facebook, kinda 11) OpenAI employees say they don't want to be engagement farmers 12) Meta's threat from OpenAI 13) Instead of the AI bubble, how about the AI wobble? 14) Do we want the 1X Technologies Neo humanoid robot? --- 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: [email protected]

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• How AI Is Changing Writing — With Tony Stubblebine

  Tony Stubblebine is the CEO of Medium. He joins Big Technology to discuss the future of writing in the age of AI and how platforms should handle AI-generated content. Tune in to hear fresh data on ChatGPT vs. Google referral quality, Gemini’s impact on click-throughs, and Medium’s anti-spam approach. We also cover Cloudflare AI blocking, creator payouts, and Medium’s writing app. Hit play for a candid operator’s view of what survives—and thrives—as AI floods the web. --- 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: [email protected]

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• Google Research Head Yossi Mathias: AI For Cancer Research, Quantum's Progress, Researchers' Future

  Yossi Matias is the head of Google Research. He joins Big Technology Podcast to discuss the company's research efforts in areas like cancer treatment and Quantum and to discuss the relationship between research and product. Tune in to hear how Google used LLMs to generate a cancer hypothesis validated in living cells, what a “13,000×” quantum result really means, and how the research product loop turns papers into products. We also cover whether AI can automate a researcher's job. This conversation was recorded in front of a live audience at Google's Mountain View headquarters. --- 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: [email protected]

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• OpenAI’s Risky Browser Bet, Amazon’s Mass Automation Plan, Clippy’s Back

  Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI's Atlas browser is here 2) Atlas plays 2048 3) The danger of AI browser prompt injection 4) Will Atlas be around in five years? 5) Why Dave's Hot Chicken is the world's top app 6) Amazon has plans to automate hundreds of thousands of jobs 7) OpenAI is paying investment bankers to train its models 8) If we automate all the work, who will be left to buy stuff? 9) Meta cuts 100 AI jobs 10) Reddit fools AI crawlers and shows theft 11) Clippy returns! --- 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: [email protected]

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