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 Aug 1h 7min
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 Aug 55min
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 Aug 1h 10min
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
Reed Albergotti from Semafor is back for our weekly discussion of the latest tech news. We cover: 1) Why Leopold Aschenbrenner’s Situational Awareness Hedge Fund 2) Leopold's connections to effective ...
31 Jul 1h 4min
How China Caught U.S. AI — With Grace Shao
Grace Shao is the author of AI Proem. Shao joins Big Technology Podcast to discuss how Chinese AI labs have caught their American rivals despite operating with less advanced computing infrastructure. ...
29 Jul 1h 1min
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer s...
24 Jul 1h 4min
OpenAI's Bots Hack Hugging Face Autonomously — With Alex Stamos
Alex Stamos is the former chief security officer at Meta and the chief product officer at Corridor. Stamos joins Big Technology to discuss how OpenAI models reportedly escaped a testing environment, a...
22 Jul 49min
