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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Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing

Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing

Cristiano Amon is the CEO of Qualcomm. Amon joins Big Technology to discuss what the AI device of the future looks like—and why he thinks the next wave of personal computing will move beyond the smart...

20 Tammi 55min

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

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