Big Technology Podcast

Ethan Mollick is a professor at the Wharton School and author of Coexistence: The Next Phase of AI. Mollick joins Big Technology to discuss why AI's remarkable advances haven't yet translated into massive productivity gains across the economy. Tune in to hear why companies need to fundamentally rethink how they operate to unlock AI's full potential, where businesses are already seeing returns, and what organizational transformation could look like. We also cover whether AI development will hit a wall, the rise of personal AI agents, the future of jobs, robotics, education, and the risks of giving AI access to our private information. Hit play for a spirited conversation about what it will take for AI to truly transform the economy and our everyday lives.

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You can find the book here: https://www.amazon.com/Co-Existence-Next-Phase-Ethan-Mollick/dp/B0H2GJJVDW/
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Dan Primack is the business editor at Axios and author of the Pro Rata newsletter. Primack joins Big Technology for an emergency reaction to Anthropic’s S-1 filing, revealing the company’s financial performance ahead of its highly anticipated IPO. Tune in to hear why Wall Street may be willing to fund Anthropic’s extraordinary ambitions despite massive compute obligations, mounting expenses, and uncertainty about long-term profitability. We also cover Anthropic’s explosive revenue growth, improving compute efficiency, surprising risk disclosures, and what its IPO means for OpenAI and the broader AI industry. Hit play for an inside look at the biggest financial questions surrounding the AI boom and whether investors can keep funding its expansion.
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Ranjan Roy from Margins and Alex Stamos from Cognition are back for our weekly discussion of the latest tech news. We cover: 1) Is Sundar Pichai team product or team model? 2) Google's attempt to build a unified assistant 3) Which Google teams get priority? 4) Sundar's cloud allocation between Google Cloud and AI Research 5) Will Google Cloud Platform overtake Azure? 6) Meta Stock falls on worries about its fundraising and debt 7) OpenAI valuation takes a hit after investors feel "indigestion" given how much money they've poured into it 8) Is there any money left to fund AI? 9) Cognition CISO Alex Stamos joins to talk about the PHP bug is going to cause long term damage 10) How to protect yourself and your company from the ongoing cybersecurity risks 11) It's not just PHP, it's Black October for cybersecurity.

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Sundar Pichai is the CEO of Google and Alphabet. Pichai joins Big Technology Podcast to discuss Google's return to the frontier of AI, its strategy for competing with OpenAI, and the enormous computing resources required to build the next generation of models. Tune in to hear why Google is sacrificing short-term Cloud revenue to support AI research, how demand for compute is stretching into 2027, and why its new Gemini 4 Argon model is seeing explosive adoption. We also cover recursive self-improvement, AI agents, the future of Google's products, the possibility of an AI bubble, data centers in space, and Google's partnerships with Apple and Anthropic. Hit play for an in-depth conversation about Google's AI strategy, the fierce competition shaping the industry, and why Pichai believes we're entering a moment of infinite possibilities.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's 2026 financial numbers leak, is it slowing down? 2) It's time for the Anthropic S-1 3) Will anything calm the chaotic AI trade ahead of the Anthropic IPO? 5) Coreweave stock falls as AI jitters spread 6) The curious case of the strategically placed recording device at OpenAI 7) Beware the honeypots 8) Ranjan acts out a honeypot 9) Apple's HomeView is promising? 10) The great Food Slop debate

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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
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