Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria

Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria

Gil Luria is the head of technology research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to use for the questionable investment decisions in AI today. We cover all the bad stuff: debt, depreciation, and losses. We talk about Michael Burry's bet against the technology and why he might be right, and how OpenAI should play this to optimize its potential. Tune in for a comprehensive edition looking at the risks of the AI trade, and what happens from here. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Why OpenAI Killed Sora, Did Apple Just Save Siri?, Meta’s Big Loss

Why OpenAI Killed Sora, Did Apple Just Save Siri?, Meta’s Big Loss

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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...

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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

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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

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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

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