Big Technology Podcast

Latest Episodes:

Is OpenAI’s o3 Model AGI?, Is AI The New Social Media?, Zuck’s Revealing Testimony Apr 18, 2025

Show notes

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Is OpenAI's o3 model AGI? 2) Maybe it's AGI when you squint 3) Why people are floating the idea that OpenAi is close to AGI 4) Is OpenAI going to declare that GPT-5 is AGI 5) What's in it for companies saying they've achieved AGI first? 6) AI's new memory capabilities add something big to the experience 7) Is AI the new social media? 8) Facebook has moved away from friend sharing 9) Could Google be broken up? 10) Is Google's stake in the open web actually a good thing?

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Why China's AI Strategy Just Might Work — With Grace Shao Apr 16, 2025

Show notes

Grace Shao is a Hong Kong-based writer and analyst, and author of AI Proem on Substack newsletter. She joins Big Technology Podcast to discuss China's rise in artificial intelligence, and whether (and how) it can be a global player. Tune in to hear how China's AI startups are rapidly productizing cutting-edge tech, why it keeps developing open-source models, and why it's surging in robotics. We also cover AI agents like Manus, chip shortages, and the entrepreneurial resurgence transforming Chinese tech culture. Hit play for an essential conversation on China’s AI ambitions and their global implications.

You can read more from Grace here: https://open.substack.com/pub/aiproem

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

A Week of Trade War Chaos & What's Next For Tech Apr 11, 2025

Show notes

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Ranjan's experience during the financial crisis 2) The uncertainty around operating a business today 3) Why bond traders are important 4) Could the U.S. position in global trade decline? 5) Was it the tariffs or the rollout that's causing chaos? 6) Why Apple manufactures in China 7) Exposure of Amazon, Apple, Microsoft, Google, And Meta to tariffs 8) How this might end

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs Apr 09, 2025

Show notes

Thomas Kurian is the CEO of Google Cloud Platform. He joins Big Technology Podcast to discuss how AI is changing the competitive balance in cloud services and why he believes Google has a chance to win. We also discuss the various use cases Google customers are finding for GenAI in the technology's early days, and whether the agent buzz is real. Finally, towards the end of the conversation we touch on tariffs and their impact on the cloud services business. Tune in for a wide ranging conversation with Google's top guy on cloud computing.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Special Report: Tariffs and Turmoil — With Ryan Petersen and Adam Parker Apr 07, 2025

Show notes

Ryan Petersen is the CEO of Flexport. Adam Parker is the CEO of Trivariate Research. Today we host an 'emergency' special report on the impact of tariffs on tech and the economy. Join us for the first half where Petersen breaks down what the administration is hoping to do with its tariff policy, whether it's advisable, what the near and long term impacts will be, and whether Trump will blink. In the second half, Parker, a star equity analyst, highlights how Amazon, Apple, Google, Meta, Microsoft, NVIDIA, and Tesla will react to the tariffs. Tune in for a comprehensive deep dive on what's driving the biggest economic disruption in years and what happens from here.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

Here's Ryan Petersen's tariff briefing: https://youtu.be/Z1rBu2-lEY8?si=8ptEQdrU9yiCHWLO

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Support Big Technology? Here’s 40% off for the first year premium subscription: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft AI CEO Mustafa Suleyman: Building AI Personality, OpenAI Relationship, Data Center Demand, AGI Timeline Apr 04, 2025

Show notes

Mustafa Suleyman is the CEO of Microsoft AI and a co-founder of DeepMind. He joins Big Technology to discuss Microsoft's strategy to build more personalized and emotionally intelligent AI companions. Tune in to hear how Microsoft is differentiating its AI offerings through personality design, memory features, and action capabilities that could transform our digital interactions. We also cover Microsoft's data center plans, its relationship with OpenAI, and predictions about when we might reach AGI. Hit play for a fascinating look at the future of human-AI relationships and what it means for work, technology, and society.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI Apr 02, 2025

Show notes

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) OpenAI's $40 billion fundraise 2) Is the $40 billion number real? 3) Can OpenAI live up to the expectations that come along with the money? 4) What OpenAI will spend the cash on 5) AI products are growing fast 6) Would you go to AI therapy? 7) Is AI a letdown? 8) Why AI boasts have gotten ahead of the technology 9) AI's brand risk 10) Was the problem with Apple Intelligence actually AI, not Apple? 11) Amazon launches Alexa Plus with missing features 12) Elon Musk's xAI acquires Elon Musk's X

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly? Mar 28, 2025

Show notes

Brian McCullough is the host of Techmeme Ride Home. He's back for our weekly discussion of the latest tech news. We cover: 1) Why everyone's using ChatGPT to make Ghibli art 2) What is Ghibli 3) OpenAI's product dominance stands out 4) The Studio Ghibli copyright question 5) The AI servers are at capacity 6) The AI datacenters are still probably built out too early 7) What's CoreWeave? 8) CoreWeave's IPO disappoints 9) OpenAI eyes $40 billion fundraise 10) Is Silicon Valley about to lose its monopoly on tech?

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

AI's Rising Risks: Hacking, Virology, Loss of Control — With Dan Hendrycks Mar 26, 2025

Show notes

Dan Hendrycks is the Director and co-founder of the Center for AI Safety, and an advisor to Scale AI and xAI. He joins Big Technology Podcast for a discussion of AI's growing risk profile, and what to do about it. Tune in to hear Hendricks explain why virology expertise in AI models is an immediate concern and how these systems might soon enable devastating hacks. We also cover intelligence explosion scenarios, the geopolitical implications of AI development, and why an international AI arms race could lead to faster development than the world can handle. Hit play for an insider's perspective on how governments and AI labs are wrestling with unprecedented technological power that could reshape global security.

Connect with Dan:

https://www.nationalsecurity.ai/

https://x.com/DanHendrycks

Learn more about your ad choices. Visit megaphone.fm/adchoices

NVIDIA’s New Roadmap, State of OpenAI, Apple Shuffles Siri Team Mar 21, 2025

Show notes

Amir Efrati is the co-executive editor of The Information. He's back for our weekly discussion of the latest tech news. We cover: 1) Is there a market for NVIDIA's GPU chips outside of the cloud providers? 2) Why NVIDIA is making the case that we're early in the AI buildout 3) Whether NVIDIA's focus on Robotics is real or marketing 4) NVIDIA's chip roadmap 5) Amazon's cheaply priced AI chips 6) Coreweave's revenue issues - what they mean 7) The state of OpenAI 9) OpenAI's talent retention issues 10) Will OpenAI make apps like Doordash obsolete? 11) Changes atop the Siri org at Apple.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Learn more about your ad choices. Visit megaphone.fm/adchoices