Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate

Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI infrastructure 2) The mechanisms of the off-balance-sheet AI buildout 3) What would happen if these projects were on the balance sheet? 4) Can Wall St. actually not figure this out? 5) Will the tech giants pay the money back? 6) Is a soft landing in AI possible at this point if things go poorly? 7) Anthropic's revenue numbers are soaring 8) OpenAI, meanwhile, is in more tumult 9) Why OpenAI is dealing with so many executive departures 10) Startups vs. established companies, and what are the AI labs exactly? 11) Why travel is a good eval for AI --- 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

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Episoder(556)

Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete

Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete

Nick Bostrom is an AI philosopher and the author of Superintelligence and Deep Utopia. Bostrom joins Big Technology to discuss whether the rise of autonomous AI agents is making the technology’s exist...

19 Aug 1h 1min

Best of Big Technology: How Ozempic Changes Our Bodies, Minds, and Economy — With Johann Hari

Best of Big Technology: How Ozempic Changes Our Bodies, Minds, and Economy — With Johann Hari

Johan Hari is a New York Times bestselling author and has a new book, Magic Pill, about his experience with weight loss drugs. Hari joins Big Technology to discuss the impact of Ozempic on our relatio...

14 Aug 52min

Here's How The AI Bubble Bursts — With Paul Kedrosky

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

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

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

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

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

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