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(518)

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

Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy

Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy

Sridhar Ramaswamy is the CEO of Snowflake. Ramaswamy joins Big Technology Podcast to break down the competitive dynamics in the AI race today, drawing from his experience working at Google and competi...

11 Feb 58min

Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles

Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI worries crush software stocks 2) Why is software in the crosshairs? 3) Is it vibecoding or that softw...

6 Feb 1h 3min

AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau

AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau

Joelle Pineau is the chief AI officer at Cohere. Pineau joins Big Technology Podcast to discuss where the cutting edge of AI research is headed — and what it will take to move from impressive demos to...

4 Feb 54min

The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum

The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum

M.G. Siegler of Spyglass is back for our monthly tech news discussion. M.G. joins us to discuss Moltbook, the new Reddit-style social network where 150,000 AI agents are chatting, upvoting, and even p...

2 Feb 55min

The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO

The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO

Financial Times San Francisco Bureau Chief Stephen Morris joins for our weekly discussion of the latest tech news. We cover: 1) Anthropic's $20 billion fundraising round 2) OpenAI is looking at $100 ...

31 Jan 57min

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

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