NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan

NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan

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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Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us

Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us

U.S. Senator Mark Warner is a three-term Virginia senator and vice chair of the Senate Intelligence Committee. Senator Warner joins Big Technology to discuss whether Washington is prepared for the eco...

25 Maalis 48min

OpenAI’s Superapp Ambitions, Jensen on Jobs, Bezos’s $100 Billion Automation Fund

OpenAI’s Superapp Ambitions, Jensen on Jobs, Bezos’s $100 Billion Automation Fund

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI leadership says no more side quests 2) The company is focusing on enterprise and coding 3) Does t...

20 Maalis 1h 1min

Are We Screwed If AI Works? — With Andrew Ross Sorkin

Are We Screwed If AI Works? — With Andrew Ross Sorkin

Andrew Ross Sorkin is an anchor at CNBC, columnist at The New York Times, and author of 1929, a bestselling book about the worst market crash in history. Sorkin joins Big Technology Podcast to discuss...

18 Maalis 1h 5min

AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay

AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Backlash against AI & specifically Sam Altman's comments about AI as a utility 2) Is this because people...

13 Maalis 1h 1min

AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore

AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore

Olivia Moore is an AI partner at Andreessen Horowitz. Moore joins Big Technology Podcast to discuss whether startups still have a real shot at competing with the biggest AI chatbots as ChatGPT, Claude...

11 Maalis 56min

AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite

AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's ...

6 Maalis 1h

Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz

Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz

Michael Horowitz is the former deputy assistant secretary of defense for force development and emerging capabilities at the Department of Defense, and currently a professor at the University of Pennsy...

4 Maalis 48min

Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD

Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss the latest on the Pentagon’s clash with Anthropic, why OpenAI stepped in to take the deal, and what c...

2 Maalis 1h 1min

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