OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival

OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into OpenAI’s newly cleared path to an IPO, what trillion-scale capex vs. current revenue implies, and how Microsoft’s 27% stake, IP rights, and fresh AWS entanglements complicate the story. We debate whether the market can stomach years of heavy losses, why “AGI or bust” creates systemic risk, and what happens if model gains plateau, compute economics flip, or fast followers erase any AGI edge. Finally, we look at Apple’s iPhone 17 resurgence—why it’s hitting now and whether it’s enough without a breakthrough assistant. Tune in for a clear walkthrough of tech’s biggest news with one of the industry’s sharpest 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)

Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta

Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's new Mythos preview 2) Is Mythos marketing or a legit breakthrough? 3) The Mythos sandwich gu...

10 Apr 1h 1min

OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie

OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie

Aaron Levie is the CEO of Box . Levie joins Big Technology to discuss the battle between OpenAI and Anthropic as their product roadmaps converge around coding, enterprise, and AI agents. Tune in to he...

8 Apr 58min

More OpenAI Executive Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit

More OpenAI Executive Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss latest turmoil inside OpenAI, what the reported tension between CEO Sam Altman and CFO Sarah Friar sa...

6 Apr 1h 5min

OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure

OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure

Liz Hoffman of Semafor joins us for our weekly discussion of the latest tech news. We cover: 1) Why OpenAI bought TBPN 2) The best possible explanation for why OpenAI did it 3) Does the deal really ac...

4 Apr 54min

OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute

OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute

Greg Brockman is the President and co-founder of OpenAI. Brockman joins Big Technology to discuss OpenAI’s product strategy, the rise of its coming super app, and why he believes AI is entering a new ...

1 Apr 1h 14min

Why OpenAI Killed Sora, Did Apple Just Save Siri?, Meta’s Big Loss

Why OpenAI Killed Sora, Did Apple Just Save Siri?, Meta’s Big Loss

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Why AI-video didn't take off 2) Who wins now that OpenAI is shutting down Sora 3) The real reason OpenAI...

28 Mar 1h 3min

Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us

Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us

U.S. Senator Mark Warner is a three-term Virginia senator and vice chair of the Senate Intelligence Committee. Senator Warner joins Big Technology to discuss whether Washington is prepared for the eco...

25 Mar 48min

OpenAI’s Superapp Ambitions, Jensen on Jobs, Bezos’s $100 Billion Automation Fund

OpenAI’s Superapp Ambitions, Jensen on Jobs, Bezos’s $100 Billion Automation Fund

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI leadership says no more side quests 2) The company is focusing on enterprise and coding 3) Does t...

20 Mar 1h 1min

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