OpenAI's GPT-5 In 2025?, Big Tech’s Big AI Spend, The Polymarket Election

OpenAI's GPT-5 In 2025?, Big Tech’s Big AI Spend, The Polymarket Election

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) GPT-5 delayed till 2025? 2) Is focusing on products, not big models, a good move for OpenAI? 3) Is OpenAI trying to train the model again with a bigger GPU cluster? 4) Meta trains Llama 4 on more than 100,000 NVIDIA H100 GPUs 5) OpenAI puts search in ChatGPT 6) Meta also has a search engine 7) Search engines everywhere, but Google still leads 8) Google's Halloween employee meeting 9) Amazon Alexa disappoints 10) Do Alexa's shortcomings reflect Amazon culture? 11) Election week preview 12) Ranjan on Big Tech earnings 13) Big Tech companies are spending big on AI 14) Is that AI replacing people? 15) Microsoft copilot adoption 16) Meta likes AI slop? 17) Do we like the Costco family 18) In praise of the Rizzler 19) Apple's initial Apple Intelligence results 20) The polymarket election. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(520)

OpenAI’s User Growth Miss, Musk vs. Altman, Prediction Market Ban

OpenAI’s User Growth Miss, Musk vs. Altman, Prediction Market Ban

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI misses revenue and user projections, per WSJ 2) Why can't ChatGPT break the 1 billion user mark? ...

1 Mai 57min

Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan

Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan

Mark Cuban is an entrepreneur and investor. Cuban joins Big Technology Podcast to discuss how artificial intelligence is reshaping business, software, jobs, and education. Tune in to hear why he belie...

29 Apr 54min

Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade

Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Incoming Apple CEO John Ternus's biggest challenge 2) Is turnover at Apple a good thing 3) The products ...

25 Apr 57min

OpenAI President Greg Brockman on GPT-5.5 “Spud,” AI Model Moats, and Cybersecurity Risks

OpenAI President Greg Brockman on GPT-5.5 “Spud,” AI Model Moats, and Cybersecurity Risks

Greg Brockman is the president and co-founder of OpenAI. Brockman joins Big Technology to discuss GPT-5.5, also known as Spud, and what it means for OpenAI’s next phase of AI development. Tune in to h...

23 Apr 28min

Are We Too Obsessed With AI Predictions? — With Carissa Véliz

Are We Too Obsessed With AI Predictions? — With Carissa Véliz

Carissa Véliz is an Oxford philosopher and the author of Prophecy: Prediction, Power, and the Fight for the Future, from Ancient Oracles to AI. Véliz joins Big Technology Podcast to discuss whether so...

22 Apr 54min

Tim Cook Steps Down — With Joanna Stern

Tim Cook Steps Down — With Joanna Stern

Joanna Stern is the ex-WSJ senior personal technology columnist and author of I Am Not a Robot. News of Tim Cook stepping down as CEO of Apple broke as Stern and I were recording a forthcoming episode...

21 Apr 15min

Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot

Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Nvidia CEO Jensen Huang's pedestrian performance on the Dwarkesh Podcast 2) Jensen's argument about comp...

17 Apr 58min

The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael

The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael

Emil Michael is the Under Secretary of War for Research and Engineering at the Pentagon. Michael joins Big Technology to discuss how AI is transforming the Department of War, from targeting systems to...

15 Apr 59min

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