Microsoft's Head of Cloud & AI on the AI Buildout's Risks and ROI — With Scott Guthrie

Microsoft's Head of Cloud & AI on the AI Buildout's Risks and ROI — With Scott Guthrie

Scott Guthrie is the executive vice president of Cloud and AI at Microsoft. Guthrie joins Big Technology Podcast to discuss the tech industry's massive AI infrastructure buildout and whether it is overdoing it with the hundreds of billions of investment. Guthrie discusses the way Microsoft thinks about its OpenAI investment, whether it's worth investing in scaling pre-training, and Silicon Valley's growing debt problem Tune in for the second half where we discuss the longevity of the GPU, custom silicon, and competing with NVIDIA. --- 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

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Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta

Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's new Mythos preview 2) Is Mythos marketing or a legit breakthrough? 3) The Mythos sandwich gu...

10 Apr 1h 1min

OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie

OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie

Aaron Levie is the CEO of Box . Levie joins Big Technology to discuss the battle between OpenAI and Anthropic as their product roadmaps converge around coding, enterprise, and AI agents. Tune in to he...

8 Apr 58min

More OpenAI Executive Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit

More OpenAI Executive Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss latest turmoil inside OpenAI, what the reported tension between CEO Sam Altman and CFO Sarah Friar sa...

6 Apr 1h 5min

OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure

OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure

Liz Hoffman of Semafor joins us for our weekly discussion of the latest tech news. We cover: 1) Why OpenAI bought TBPN 2) The best possible explanation for why OpenAI did it 3) Does the deal really ac...

4 Apr 54min

OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute

OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute

Greg Brockman is the President and co-founder of OpenAI. Brockman joins Big Technology to discuss OpenAI’s product strategy, the rise of its coming super app, and why he believes AI is entering a new ...

1 Apr 1h 14min

Why OpenAI Killed Sora, Did Apple Just Save Siri?, Meta’s Big Loss

Why OpenAI Killed Sora, Did Apple Just Save Siri?, Meta’s Big Loss

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Why AI-video didn't take off 2) Who wins now that OpenAI is shutting down Sora 3) The real reason OpenAI...

28 Mars 1h 3min

Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us

Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us

U.S. Senator Mark Warner is a three-term Virginia senator and vice chair of the Senate Intelligence Committee. Senator Warner joins Big Technology to discuss whether Washington is prepared for the eco...

25 Mars 48min

OpenAI’s Superapp Ambitions, Jensen on Jobs, Bezos’s $100 Billion Automation Fund

OpenAI’s Superapp Ambitions, Jensen on Jobs, Bezos’s $100 Billion Automation Fund

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI leadership says no more side quests 2) The company is focusing on enterprise and coding 3) Does t...

20 Mars 1h 1min

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