Big Technology Podcast

Latest Episodes:

Google’s Potential, AI Money Spigot Shutting?, PHP Bug & Cybersecurity’s “Black October” Oct 23, 2026

Show notes

Ranjan Roy from Margins and Alex Stamos from Cognition are back for our weekly discussion of the latest tech news. We cover: 1) Is Sundar Pichai team product or team model? 2) Google's attempt to build a unified assistant 3) Which Google teams get priority? 4) Sundar's cloud allocation between Google Cloud and AI Research 5) Will Google Cloud Platform overtake Azure? 6) Meta Stock falls on worries about its fundraising and debt 7) OpenAI valuation takes a hit after investors feel "indigestion" given how much money they've poured into it 8) Is there any money left to fund AI? 9) Cognition CISO Alex Stamos joins to talk about the PHP bug is going to cause long term damage 10) How to protect yourself and your company from the ongoing cybersecurity risks 11) It's not just PHP, it's Black October for cybersecurity.

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Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products Oct 20, 2026

Show notes

Sundar Pichai is the CEO of Google and Alphabet. Pichai joins Big Technology Podcast to discuss Google's return to the frontier of AI, its strategy for competing with OpenAI, and the enormous computing resources required to build the next generation of models. Tune in to hear why Google is sacrificing short-term Cloud revenue to support AI research, how demand for compute is stretching into 2027, and why its new Gemini 4 Argon model is seeing explosive adoption. We also cover recursive self-improvement, AI agents, the future of Google's products, the possibility of an AI bubble, data centers in space, and Google's partnerships with Apple and Anthropic. Hit play for an in-depth conversation about Google's AI strategy, the fierce competition shaping the industry, and why Pichai believes we're entering a moment of infinite possibilities.

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Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate Oct 16, 2026

Show notes

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's 2026 financial numbers leak, is it slowing down? 2) It's time for the Anthropic S-1 3) Will anything calm the chaotic AI trade ahead of the Anthropic IPO? 5) Coreweave stock falls as AI jitters spread 6) The curious case of the strategically placed recording device at OpenAI 7) Beware the honeypots 8) Ranjan acts out a honeypot 9) Apple's HomeView is promising? 10) The great Food Slop debate

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The Bumpy Road To AGI — With Kevin Roose Oct 15, 2026

Show notes

Kevin Roose is the author of The AGI Chronicles,. Roose joins Big Technology Podcast to discuss whether an AI industry rife with personal rivalries, infighting, and mistrust can be trusted to develop technology more powerful than humans. Tune in to hear why Roose emerged from years of reporting inside OpenAI, Anthropic, and Google DeepMind more concerned about AI safety, why he believes the industry should slow down, and what happens if AI systems begin improving themselves. We also cover Sam Altman's leadership style, Dario Amodei's motivations, Sergey Brin's return to Google, Microsoft's AI missteps, and the behind-the-scenes drama of OpenAI's boardroom coup. Hit play for an inside look at the personalities, power struggles, and technological breakthroughs shaping the race to superintelligence.

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Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI Oct 09, 2026

Show notes

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Meta and Microsoft pull back their Claude plans 2) Are standard models like Muse Spark good enough? 3) Is Anthropic in trouble if its top clients cut back significantly? 4) Downloads have slowed for Claude Code ahead of Anthropic IPO 5) Elon says Grok Bot will use all models, including Anthropic's 6) Is Elon in the Harness Hive (yes) 7) Muse books the wrong doctor 8) Grok Bot leaks Shane Mac's banking details 9) Anthropic bans users who persistently bully Claude 10) Google releases Gemini....

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Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos Oct 07, 2026

Show notes

Dylan Patel is founder and CEO of SemiAnalysis, Jordan Nanos is a member of its technical staff. Patel and Nanos join Big Technology to discuss whether AI’s massive infrastructure buildout can justify the trillions of dollars being spent on compute. Tune in to hear how big the boom could get, where the revenue needed to support it will come from, and what it could mean for knowledge work and the broader economy. We also cover Nvidia’s role in financing AI infrastructure, the economics and security of neoclouds, Anthropic’s potential IPO, Oracle’s AI bet, and whether frontier labs are keeping their best models to themselves. Hit play for a deep look at the financial and technical machinery powering the AI boom, and what could happen if it keeps accelerating.

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Who Wins The AI Assistant Wars? + Why Didn’t Google Build Muse? Oct 05, 2026

Show notes

M.G. Siegler is the author of Spyglass. Siegler joins Big Technology to discuss the escalating battle to build the dominant personal AI assistant. Tune in to hear why he thinks Meta’s Muse is surprisingly strong and what will ultimately determine who wins. We also cover Apple’s dark-horse position, Anthropic’s absence from the consumer assistant race, Google’s repeated product missteps, and how AI agents could reshape subscriptions, banking, shopping, and everyday computing. Hit play for a wide-ranging look at the companies fighting to become the AI assistant that runs your digital life.

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Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test Oct 02, 2026

Show notes

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's IPO S-1 document leaks 2) Anthropic's revenue growth 3) Anthropic's funding commitments 4) Does the entire stock market hinge on Anthropic pulling it off? 5) Record low S&P 500 breadth 6) Would Big Tech abandon Anthropic if things go wrong? 7) OpenAI introduces its Dots personal agent 8) Alex's Dots review 9) Do you really need frontier models for these AI assistants? 10) Tavus and the visual turning test 11) Shrimp Jesus, avatar style

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SAP CEO: AI Won't Kill Software, But It Will Change Your Job — With Christian Klein Sep 30, 2026

Show notes

Christian Klein is CEO of SAP. Klein joins Big Technology to discuss whether the Saaspocalypse is over and how AI is reshaping the future of enterprise software. Tune in to hear why he believes AI could soon become reliable enough to handle mission-critical business tasks and why SAP still has a moat as models get smarter. We also cover job displacement, reskilling, token spending, cheaper AI models, cybersecurity, and Europe’s tech regulation. Hit play for a wide-ranging conversation about what happens to software when AI gets good enough to run more of the business itself.

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Meta’s Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites Sep 25, 2026

Show notes

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The rise of Muse 2) Is Meta back? 3) OpenAI's consumer blind spot 4) Meta's butthole marketing 5) What Muse means for ecommerce 6) Meta's Muse Charm, aka; The Muse Buddy or Muse Tamagotchi 7) Meta introduces camera-free smart glasses 8) What Meta Muse says about Frontier AI's weakness 9) Standard models are on the rise vs. frontier 10) The new Dopamine Site phenomenon is... good?

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