OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple

OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss OpenAI and AMD's megadeal, whether the AI investment cycle is a disaster waiting to happen, and how NVIDIA might feel about the arrangement. We also discuss Sam Altman and Jony Ive's struggles in developing their own AI device and how all tech companies seem to be building the same AI enabled ambient computing. Finally, we pour one out for the Vision Pro. Tune in for a deep discussion of tech's biggest news with one of the industry's leading analysts. --- 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 Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(512)

Is AI Killing Software? — With Bret Taylor

Is AI Killing Software? — With Bret Taylor

Bret Taylor is the CEO of Sierra and OpenAI's board chair. Taylor joins Big Technology Podcast to discuss how AI is reshaping software, from vibe coding to the rise of AI agents that will replace dash...

28 Jan 1h 3min

OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin

OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) What happened at Davos 2) OpenAI’s planned $50 billion funding round 3) Does the money set expectations ...

23 Jan 55min

Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline, Google's AI Glasses Bet

Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline, Google's AI Glasses Bet

Demis Hassabis is the CEO of Google DeepMind. Hassabis joins Big Technology Podcast to discuss where AI progress really stands today, where the next breakthroughs might come from, and whether we’ve hi...

21 Jan 34min

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 Jan 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 Jan 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 Jan 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 Jan 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 Jan 56min

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