Where Are The AI Startups? — With Rick Heitzmann

Where Are The AI Startups? — With Rick Heitzmann

Rick Heitzmann is the founder and managing director of FirstMark Capital. Heitzmann joins Big Technology Podcast to discuss whether AI startups can compete against the ChatGPTs of the world, or whether the big AI bots have ingested all the opportunity. Tune in to hear Heitzmann break down the economics of AI investing today and whether the application layer is investable. We'll also break down the big funding deals in AI today, looking at the potential for the frenzy to pay off. Tune in for a sensible discussion of the potential future of AI innovation. --- 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

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Episoder(548)

What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

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 0s

OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos

OpenAI's Bots Break Containment and 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 0s

Kimi K3 & AI’s Price War, What Happened To Google?, OpenAI’s Partner Trouble

Kimi K3 & AI’s Price War, What Happened To Google?, OpenAI’s Partner Trouble

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Kimi K3's benchmark breaking results 2) How Kimi K3 fits alongside MuseSpark 1.1 and Grok 4.5 3) What ar...

17 Jul 1h

AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware

AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware

Jürgen Schmidhuber is an AI pioneer and professor whom The Guardian has called "the father of AI." Schmidhuber joins Big Technology Podcast to discuss whether current AI techniques can actually reach ...

15 Jul 1h 2min

OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown

OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI debuts its new superapp 2) What happens when all AI products converge 3) Are consultants the key ...

10 Jul 59min

Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles

Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles

Andrew "Boz" Bosworth is the chief technology officer of Meta. Bosworth joins Big Technology to discuss why Meta fell behind in the frontier AI race and how it plans to turn its models, products, and ...

8 Jul 46min

Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake

Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake

M.G. Siegler is the author of Spyglass.org. Siegler joins Big Technology to discuss the race to build the AI super app and which companies are best positioned to win. Tune in to hear why OpenAI, Anth...

6 Jul 1h

Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry

Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Zuck says AI agent progress isn't going to plan 2) Meta explores selling excess compute 3) Why can't any...

3 Jul 59min

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