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(517)

AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite

AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's ...

6 Mar 1h

Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz

Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz

Michael Horowitz is the former deputy assistant secretary of defense for force development and emerging capabilities at the Department of Defense, and currently a professor at the University of Pennsy...

4 Mar 48min

Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD

Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss the latest on the Pentagon’s clash with Anthropic, why OpenAI stepped in to take the deal, and what c...

2 Mar 1h 1min

Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff

Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The origins of Anthropic's stare-down with the Pentagon 2) Claude's use in the operation to capture Vene...

27 Feb 1h 4min

Can AI Become Conscious? — With Michael Pollan

Can AI Become Conscious? — With Michael Pollan

Michael Pollan is the author of A World Appears: A Journey into Consciousness. Pollan joins Big Technology Podcast to discuss whether AI can ever become conscious and what that question reveals about ...

25 Feb 55min

OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie

OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie

Box CEO Aaron Levie joins for our weekly discussion of the latest tech news. We cover: 1) OpenAI's anticipated $100 billion fundraise 2) Does OpenAI's big forthcoming raise settle questions about its ...

20 Feb 55min

How Google DeepMind Operates & Experiments — With Lila Ibrahim and James Manyika

How Google DeepMind Operates & Experiments — With Lila Ibrahim and James Manyika

Lila Ibrahim is the COO of Google DeepMind. James Manyika is the senior Vice President for Research, Technology, and Society at Google. The two join Big Technology Podcast to discuss how Google's AI e...

18 Feb 50min

Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion

Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We're also joined by Steven Adler, ex-OpenAI safety researcher and author of Clear-Eyed AI on Substack. We cover: 1) ...

13 Feb 1h 8min

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