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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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

Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential

Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Gemini's case as undisputed AI leader 2) Google and Apple ink a deal for Gemini to fix Siri 3) Is all t...

16 Jan 54min

Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch

Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch

Arthur Mensch is the CEO and co-founder of Mistral. Arthur Mensch joins the Big Technology Podcast to discuss what the AI business looks like if all leading models perform the same. Tune in to hear ho...

14 Jan 56min

AI’s Steve Jobs?, Big Tech AI Chaos Ladder, 2026 Crystal Ball

AI’s Steve Jobs?, Big Tech AI Chaos Ladder, 2026 Crystal Ball

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss whether AI needs a Steve Jobs, whether the technology lends itself to that type of leader, and who it might be o...

12 Jan 54min

Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?

Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Claude Code's ...

9 Jan 56min

Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo

Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo

Michael Intrator is the CEO of Coreweave. Brian Venturo is the chief strategy officer at Coreweave. The two join Big Technology Podcast to discuss the company's rapid rise amid the AI boom and the cri...

7 Jan 1h 1min

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