Is AI Actually Saving The Stock Market? — With Tom Lee

Is AI Actually Saving The Stock Market? — With Tom Lee

Tom Lee is the chief investment officer at Fundstrat Capital and head of research at FSInsight. He joins Big Technology Podcast to discuss whether generative AI wave is actually holding up the stock market and what would happen if it stalled or fell apart. We discuss what an AI 'Black Swan' event would look like, whether the bubble would pop, and what happens if AI gets too good. Tune in for the second half where we discuss how Lee predicts stock market movements, why the market is holding up well, and whether bitcoin has room to grow. For complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists, you can visit ⁠⁠fundstrat.com/tom⁠⁠ --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? 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

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OpenAI’s User Growth Miss, Musk vs. Altman, Prediction Market Ban

OpenAI’s User Growth Miss, Musk vs. Altman, Prediction Market Ban

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI misses revenue and user projections, per WSJ 2) Why can't ChatGPT break the 1 billion user mark? ...

1 Maj 57min

Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan

Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan

Mark Cuban is an entrepreneur and investor. Cuban joins Big Technology Podcast to discuss how artificial intelligence is reshaping business, software, jobs, and education. Tune in to hear why he belie...

29 Apr 54min

Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade

Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Incoming Apple CEO John Ternus's biggest challenge 2) Is turnover at Apple a good thing 3) The products ...

25 Apr 57min

OpenAI President Greg Brockman on GPT-5.5 “Spud,” AI Model Moats, and Cybersecurity Risks

OpenAI President Greg Brockman on GPT-5.5 “Spud,” AI Model Moats, and Cybersecurity Risks

Greg Brockman is the president and co-founder of OpenAI. Brockman joins Big Technology to discuss GPT-5.5, also known as Spud, and what it means for OpenAI’s next phase of AI development. Tune in to h...

23 Apr 28min

Are We Too Obsessed With AI Predictions? — With Carissa Véliz

Are We Too Obsessed With AI Predictions? — With Carissa Véliz

Carissa Véliz is an Oxford philosopher and the author of Prophecy: Prediction, Power, and the Fight for the Future, from Ancient Oracles to AI. Véliz joins Big Technology Podcast to discuss whether so...

22 Apr 54min

Tim Cook Steps Down — With Joanna Stern

Tim Cook Steps Down — With Joanna Stern

Joanna Stern is the ex-WSJ senior personal technology columnist and author of I Am Not a Robot. News of Tim Cook stepping down as CEO of Apple broke as Stern and I were recording a forthcoming episode...

21 Apr 15min

Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot

Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Nvidia CEO Jensen Huang's pedestrian performance on the Dwarkesh Podcast 2) Jensen's argument about comp...

17 Apr 58min

The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael

The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael

Emil Michael is the Under Secretary of War for Research and Engineering at the Pentagon. Michael joins Big Technology to discuss how AI is transforming the Department of War, from targeting systems to...

15 Apr 59min

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