OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival

OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into OpenAI’s newly cleared path to an IPO, what trillion-scale capex vs. current revenue implies, and how Microsoft’s 27% stake, IP rights, and fresh AWS entanglements complicate the story. We debate whether the market can stomach years of heavy losses, why “AGI or bust” creates systemic risk, and what happens if model gains plateau, compute economics flip, or fast followers erase any AGI edge. Finally, we look at Apple’s iPhone 17 resurgence—why it’s hitting now and whether it’s enough without a breakthrough assistant. Tune in for a clear walkthrough of tech’s biggest news with one of the industry’s sharpest analysts. --- 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 Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos

OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos

Alex Stamos is the former chief security officer at Meta and the chief product officer at Corridor. Stamos joins Big Technology to discuss how OpenAI models reportedly escaped a testing environment, a...

22 Juli 0s

Kimi K3 & AI’s Price War, What Happened To Google?, OpenAI’s Partner Trouble

Kimi K3 & AI’s Price War, What Happened To Google?, OpenAI’s Partner Trouble

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Kimi K3's benchmark breaking results 2) How Kimi K3 fits alongside MuseSpark 1.1 and Grok 4.5 3) What ar...

17 Juli 1h

AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware

AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware

Jürgen Schmidhuber is an AI pioneer and professor whom The Guardian has called "the father of AI." Schmidhuber joins Big Technology Podcast to discuss whether current AI techniques can actually reach ...

15 Juli 1h 2min

OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown

OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI debuts its new superapp 2) What happens when all AI products converge 3) Are consultants the key ...

10 Juli 59min

Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles

Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles

Andrew "Boz" Bosworth is the chief technology officer of Meta. Bosworth joins Big Technology to discuss why Meta fell behind in the frontier AI race and how it plans to turn its models, products, and ...

8 Juli 46min

Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake

Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake

M.G. Siegler is the author of Spyglass.org. Siegler joins Big Technology to discuss the race to build the AI super app and which companies are best positioned to win. Tune in to hear why OpenAI, Anth...

6 Juli 1h

Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry

Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Zuck says AI agent progress isn't going to plan 2) Meta explores selling excess compute 3) Why can't any...

3 Juli 59min

OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents

OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents

Greg Brockman is the president and co-founder of OpenAI. Brockman joins Big Technology Podcast live from the Big Technology AI Summit to discuss OpenAI's trajectory, the state of the frontier, and why...

1 Juli 48min

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