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

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: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential

Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Gemini's case as undisputed AI leader 2) Google and Apple ink a deal for Gemini to fix Siri 3) Is all t...

16 Tammi 54min

Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch

Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch

Arthur Mensch is the CEO and co-founder of Mistral. Arthur Mensch joins the Big Technology Podcast to discuss what the AI business looks like if all leading models perform the same. Tune in to hear ho...

14 Tammi 56min

AI’s Steve Jobs?, Big Tech AI Chaos Ladder, 2026 Crystal Ball

AI’s Steve Jobs?, Big Tech AI Chaos Ladder, 2026 Crystal Ball

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss whether AI needs a Steve Jobs, whether the technology lends itself to that type of leader, and who it might be o...

12 Tammi 54min

Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?

Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Claude Code's ...

9 Tammi 56min

Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo

Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo

Michael Intrator is the CEO of Coreweave. Brian Venturo is the chief strategy officer at Coreweave. The two join Big Technology Podcast to discuss the company's rapid rise amid the AI boom and the cri...

7 Tammi 1h 1min

Meta's AI Agent Plan, Grok's Perversion, Prison Of Financial Mediocrity

Meta's AI Agent Plan, Grok's Perversion, Prison Of Financial Mediocrity

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Meta buys Manu...

2 Tammi 49min

Best of Big Technology: Demis Hassabis On AGI, Deceptive AIs, Building a Virtual Cell

Best of Big Technology: Demis Hassabis On AGI, Deceptive AIs, Building a Virtual Cell

Demis Hassabis is the CEO of Google DeepMind. He joined Big Technology Podcast in early 2025 discuss the cutting edge of AI and where the research is heading. In this conversation, we cover the path t...

31 Joulu 202557min

Alex And Ranjan's 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom

Alex And Ranjan's 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) AI agents star...

26 Joulu 202524min

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