What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Google stock falls on spending concerns 5) Could the switch flip very quickly on big tech capex 6) Subprime data center crisis 7) How much does the data center buildout resemble the financial crisis? 8) What type of revenue is needed to prevent a collapse 9) SpaceX stock tanks 10) Will SpaceX acquire Tesla? 11) Will SpaceX acquire OpenAI? --- 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 Stop online threats before they become real-world attacks. Visit ironwall.com/BIGTECHNOLOGY and request a free Risk Assessment to see exactly how exposed your executives are Learn more about your ad choices. Visit megaphone.fm/adchoices

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YouTube CEO Neal Mohan: Why We're Betting On AI And Not Afraid Of It

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Special Report: Will AI Wipe Out Humanity? (And Who Profits)

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic Researcher Jacob Coxon quits and says AI might kill everyone 2) Why did his tweet go so viral ...

11 Sep 1h 1min

Apple’s Most Ambitious Roadmap Ever? + OpenAI vs. Google vs. Anthropic Revisited

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MG Siegler is the author of Spyglass. Siegler joins Big Technology to discuss Apple’s sudden burst of new products and what it means for the company as John Ternus takes over from Tim Cook. Tune in to...

9 Sep 1h 1min

GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI releases GPT-6 2) OpenAI President Greg Brockman says AGI is here 3) Is AGI more useful to OpenAI...

4 Sep 57min

Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince

Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince

Matthew Prince is the co-founder and CEO of Cloudflare. Prince joins Big Technology Podcast to discuss Cloudflare’s plan to block Google from millions of ad and subscription-supported websites unless ...

2 Sep 53min

Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos

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