Author: Alex Kantrowitz

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 accomplish OpenAI's content marketing goals? 4) Will TBPN convince any non-believers that AI is good? 5) OpenAI's Fidji Simo takes medical leave from the company 6) SpaceX files to go public at a potential $2 trillion market cap 7) Will SpaceX and Tesla merge? 8) Some AWS servers are "hard down" in Bahrain and Dubai 9) More on the private credit worries 10) Big Technology is not for sale!

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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 takeoff phase. Tune in to hear Brockman explain OpenAI's bet on the GPT reasoning model tree over video generation, what the "Spud" pre-training run means for upcoming models, and why he believes AGI is 70-80% achieved. We also cover the competitive landscape, the economics behind OpenAI's $110 billion infrastructure bet, and public skepticism toward AI. Hit play for one of the most revealing conversations yet about where AI is headed and what it means for everyone.

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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 shut down Sora 4) What happens now that OpenAI and Anthropic are competing for similar AI assistant customers 5) Anthropic's new 'Capybara' model class is coming 6) OpenAI has a big new model called Spud in the works 7) Apple's Siri fix isn't much of a fix at all 8) Meta and Youtube lose a precedent-setting court case 9) Should Big Tech be liable for teen mental health? 10) Tech stocks tank 11) OpenAI shelves ChatGPT adult mode, probably forever

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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 economic and societal disruptions of rapidly advancing AI. Tune in to hear why Warner believes recent college graduate unemployment could surge from 9% to 30% and why he's more frightened than reassured about Congress's ability to respond at speed. We also cover the Anthropic-Pentagon relationship, AI romantic relationships, data center opposition polling, and the ongoing battle over congressional stock trading. Hit play for a rare conversation with one of the few senators who actually understands what's at stake.

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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 this mean consumer AI is dead? 4) OpenAI's new focus era 5) Why OpenAI is building a Superapp 6) OpenAI partners with the consultants 7) Most first time AI buyers are choosing Anthropic 8) Nvidia CEO Jensen Huang says those who use AI to cut jobs lack imagination 9) The Metaverse is dead, or is it? 10) Jeff Bezos is raising $100 billion to automate industrial work 11) Do you dry chat?

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Andrew Ross Sorkin is an anchor at CNBC, columnist at The New York Times, and author of 1929, a bestselling book about the worst market crash in history. Sorkin joins Big Technology Podcast to discuss whether AI achieving its potential could lead to a similar crash, either via a labor shock or the disruption of software. Stay tuned for the second half where we discuss private credit risks, prediction market gambling, and the SpaceX IPO. Hit play for a dynamic conversation about where AI could lead, and its potential economic benefits or consequences.

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Chapters:

0:00 Introduction

3:37 Could AI's Success Cause a Market Crash?

7:02 The Mass Unemployment Question

34:39 Private Credit Explained

39:09 Private Credit Alarm Bells

42:43 The AI Debt Risk

47:14 The Prison of Financial Mediocrity

54:38 Could We Have a 1929-Scale Crash?

56:11 Fed Independence

1:03:08 The SpaceX IPO

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Backlash against AI & specifically Sam Altman's comments about AI as a utility 2) Is this because people are worried about AI taking their jobs? 3) NBC poll shows AI is one of the least popular things in the U.S. 4) YouGov poll shows broadly negative feelings toward AI 5) Pew finds datacenters are very unpopular 6) Consequences of AI's unpopularity 7) Nvidia GTC preview: A rallying cry for AI 8) Could Jensen Huang be the guy that turns this around? 9) Amazon's AI code is messing things up 10) McKinsey's AI tool hacked 11) Meta can't get its act together with Avocado delayed 12) Should Meta's AI use Google's Gemini tech

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Olivia Moore is an AI partner at Andreessen Horowitz. Moore joins Big Technology Podcast to discuss whether startups still have a real shot at competing with the biggest AI chatbots as ChatGPT, Claude, and Gemini grow more capable. Tune in to hear why she believes the AI economy will be more distributed than many expect, where startups can still win, and how agentic products like OpenClaw could reshape software and work. We also cover AI’s image and video app shakeout, chatbot memory, AI companions, enterprise adoption, and what happens to incumbents as every company is pushed to become AI-native. Hit play for a sharp conversation about where value in the AI economy is actually headed.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? 10) Or was it a real worry about AI-enabled surveillance? 11) McDonald's CEO's unwitting viral moment

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Michael Horowitz is the former deputy assistant secretary of defense for force development and emerging capabilities at the Department of Defense, and currently a professor at the University of Pennsylvania. Horowitz joins Big Technology to discuss the Anthropic–Pentagon rupture and what it signals about how the U.S. government wants to use frontier AI. Tune in to hear his inside view on how models like Claude actually get deployed in defense workflows, why a contract fight over “mass surveillance” language escalated, and what the trust breakdown says about the future of AI partnerships with the state. We also cover autonomous weapon systems vs. “fully autonomous weapons,” what today’s AI can and can’t do on the battlefield, and how AI is likely to reshape warfare over time. Hit play for a clear-eyed look at where Silicon Valley and the national security establishment collide—and what happens next.

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