Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit

Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's admission that Google surpassed OpenAI in some areas 2) OpenAI getting thrown off the mark 3) What happens if Ai models commoditize? 4) Google surpasses Microsoft in market cap 5) Inside Google's rapid-fire comeback 6) Why Google's search business remains strong 8) Google's Gemini 3 marketing strategy 9) NVIDIA's earnings don't save the market 10) Oracle's rough few months 11) Jeff Bezos is a startup co-CEO again 12) Grok glazes Elon 13) AI music is... good? 14) May I meet you?? --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(514)

Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet

Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet

Ellen Huet is a features writer at Bloomberg and the author of Empire of Orgasm: Sex, Power, and the Downfall of a Wellness Cult. Ellen joins Big Technology to discuss how Silicon Valley, a place that...

26 Nov 20251h

Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg

Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg

Nick Clegg is the former president of Global Affairs at Meta and deputy prime minister of the UK. Clegg joins Big Technology Podcast for a discussion about whether Silicon Valley should be trusted wi...

19 Nov 20251h

Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria

Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria

Gil Luria is the head of technology research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to...

14 Nov 20251h 1min

Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman

Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman

Mustafa Suleyman is the CEO of Microsoft AI and the head of the company’s new superintelligence team. Suleyman joins Big Technology to discuss Microsoft’s push toward “humanist superintelligence” and ...

12 Nov 202541min

OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity

OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI CFO Sarah Friar's comments about a government backstop for its financing 2) Why these statements ...

7 Nov 202559min

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...

5 Nov 202556min

OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot

OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI converts to a public benefit corporation 2) Why this is big news 3) Satya Nadela's wise OpenAI ma...

31 Okt 20251h 2min

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