Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos

Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Software is rebounding, is the Saaspocolyse over? 2) Salesforce delivers solid earnings and jumps 22% 3) Why was Dario sitting with Benioff? 4) All software stocks are rising 5) Disruption could still happen, but on a longer timeline 6) Meta's bungled AI layoff strategy 7) How much of AI failures today are cultural? 8) Meta pays billions in landmark addiction settlement 9) South Korean stock market volatility 10) The clash of AI belief and reality --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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How AI Should Handle News, Politics, Medicine, and Mental Health — With Campbell Brown

How AI Should Handle News, Politics, Medicine, and Mental Health — With Campbell Brown

Campbell Brown is the CEO of Forum AI. Brown joins Big Technology Podcast to discuss how AI models should handle sensitive information involving news, politics, medicine, and mental health. Tune in to...

26 Elo 59min

Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate

Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI infrastructure 2) The mechanisms of the off-b...

21 Elo 1h 5min

Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete

Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete

Nick Bostrom is an AI philosopher and the author of Superintelligence and Deep Utopia. Bostrom joins Big Technology to discuss whether the rise of autonomous AI agents is making the technology’s exist...

19 Elo 1h 1min

Best of Big Technology: How Ozempic Changes Our Bodies, Minds, and Economy — With Johann Hari

Best of Big Technology: How Ozempic Changes Our Bodies, Minds, and Economy — With Johann Hari

Johan Hari is a New York Times bestselling author and has a new book, Magic Pill, about his experience with weight loss drugs. Hari joins Big Technology to discuss the impact of Ozempic on our relatio...

14 Elo 52min

Here's How The AI Bubble Bursts — With Paul Kedrosky

Here's How The AI Bubble Bursts — With Paul Kedrosky

Paul Kedrosky is an investor, analyst, and writer who studies technology, markets, and the forces shaping the global economy. Kedrosky joins Big Technology Podcast to discuss why he believes the histo...

12 Elo 1h 7min

Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick

Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick

M.G. Siegler from Spyglass is back for our Montly discussion of the latest tech news. We cover: 1) Demis Hassabis steps down as DeepMind CEO (Alex solo) 2) Apple's memory crunch 3) Should Apple have k...

8 Elo 55min

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn

David Cahn is a partner at Sequoia Capital. Cahn joins Big Technology Podcast to discuss how much revenue the AI industry must generate to pay back its massive infrastructure investments and why the p...

5 Elo 1h 10min

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