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 insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? 10) Or was it a real worry about AI-enabled surveillance? 11) McDonald's CEO's unwitting viral moment --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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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

Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline, Google's AI Glasses Bet

Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline, Google's AI Glasses Bet

Demis Hassabis is the CEO of Google DeepMind. Hassabis joins Big Technology Podcast to discuss where AI progress really stands today, where the next breakthroughs might come from, and whether we’ve hi...

21 Jan 34min

Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing

Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing

Cristiano Amon is the CEO of Qualcomm. Amon joins Big Technology to discuss what the AI device of the future looks like—and why he thinks the next wave of personal computing will move beyond the smart...

20 Jan 55min

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