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 insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? 10) Or was it a real worry about AI-enabled surveillance? 11) McDonald's CEO's unwitting viral moment --- 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

Episoder(514)

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 Mar 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 Mar 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 Mar 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 Mar 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 Mar 56min

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 Mar 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 Mar 1h 1min

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