Author: Alex Kantrowitz

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.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Nvidia invests $100 billion in OpenAI 2) Will the money ever get there? 3) Do AI companies have to make money eventually? 4) What has to happen for OpenAI to return NVIDIA's investment? 5) Is another financial crisis coming? 6) OpenAI's new Pulse feature 7) Is Pulse a precursor to ChatGPT ads? 8) Meta's new Vibes feed of AI slop 9) TikTok deal is on the table 10) Ranjan says TIkTok deal isn't happening 11) A promise to be less gloom and doom next week :)

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Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai

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

Yinon Costica is the co-founder and VP of product at Wiz, which sold to Google for $32 billion in cash. Costica joins Big Technology Podcast to discuss the extent of the cybersecurity threats that generative AI is creating, from vulnerabilities in AI software to the risks involved in “vibe coding.” Tune in to hear how attackers are using AI, why defenders face new asymmetries, and what guardrails organizations need now. We also cover Google’s $32 billion acquisition of Wiz, the DeepSeek controversy, post-quantum cryptography, and the future risks of autonomous vehicles and humanoid robots. Hit play for a sharp, accessible look at the cutting edge of AI and cybersecurity.---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=0843016bQuestions? Feedback? Write to: bigtechnologypodcast@gmail.com 00:00 Opening and guest intro01:05 AI as a new software stack04:25 Core AI tools with RCE flaws06:18 Cloud infrastructure risks09:20 How secure is AI-written code13:54 Agents and security reviewers17:38 How attackers use AI today22:09 Asymmetry: attackers vs. defenders32:36 What Wiz actually does40:11 DeepSeek case and media spin

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI tells us how people use ChatGPT 2) Practical guidance is the top use of ChatGPT 3) Is generative AI actually a threat to search given the use cases? 4) OpenAI has a very broad definition of 'doing' or agent work 5) The hidden impact of AI 'decision support' in the economy 6) People trust AI bots massively - is that bad? 7) ChatGPT's massive growth 8) Anthropic shares Claude's economic uses 9) Automation is surpassing augmentation for AI in work 10) Will Meta's AI glasses hit? 11) Can Jimmy Kimmel build an audience off-ABC? 12) Will the next Jimmy Kimmel be a youtube/rpodcaster?

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Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai

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

Aaron Levie is the CEO of Box. Levie joins Big Technology to discuss the reports that a vast majority of businesses are not getting a return on their AI investments. Levie shares his takeaways from the reports, gives a rebuttal, and discusses the reality on the ground. Stay tuned for the second half where we separate hype from reality in the AI agent conversation. Tune in for a wide-ranging, post-Boxworks deep dive on where AI is heading in the coming years.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Apple's impressive new iPhone Pro models 2) Who is the iPhone Air for? 3) Has the phone reached its ultimate form factor 4) Is generative AI threatening to upend the smartphone market 5) Meta's new smartglasses are coming 6) Nepal's Gen Z overthrows the government and picks a new leader on Discord 7) OpenAI growth stats after GPT-5 launch 8) Oracle and OpenAI's new $300 billion deal 9) Flirting with ChatGPT 10) The AI companionship use case is real 11) Does San Francisco have 996 work culture?

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Bill Vass is the Chief Technology Officer of Booz Allen. Vass joins Big Technology Podcast to discuss how governments can harness AI to cut redundancy and deliver better citizen services. Tune in to hear his inside view on LLM deployments from the VA to the International Space Station and the difficulty of modernizing mass bureaucracies. We also cover autonomous driving, humanoid robots, and quantum computing’s first real use-cases. Hit play for fascinating look into public sector AI, along with deep perspective on technology’s state of the art.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Google's Gemini may power Siri 2) Google gets to keep Chrome and Android 3) Google can keep paying Apple for distribution 4) Is generative AI enough rationale to allow the market to decide Google's fate? 5) Google's Nano Banana image creator goes viral 6) Google's stock is up 47% in the past year and still cheap 7) Do we want the iPhone 17 Air? 8) AI is getting more expensive to run 9) But AI is getting cheaper per token. Hmm. 10) Anthropic raises $13 billion at a $183 billion valuation 11) Putin and Xi discuss immortality

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Dr. Ben Rapoport and Michael Mager are the co-founders of Precision Neuroscience, a company building a minimally invasive, high-resolution brain-computer interface. The two join Big Technology to discuss the modern day applications of BCIs and frontiers of the technology, including computer control, stroke rehab, decoding consciousness in coma patients, AI-powered neural biomarkers for depression, and the long-term prospect of merging human cognition with machines. Tune in for a fascinating look at the potential for one of earth's most promising technologies.

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M.G. Siegler is the author of Spyglass. He joins Big Technology podcast for the latest of our monthly discussions about Big Tech strategy and AI. Today we cover whether OpenAI broke ChatGPT with its GPT-5 rollout and whether new AI models are similar to typical technology rollouts. We also cover Apple's forthcoming new lineup of phones: the iPhone Air, the folding iPhone, and the curved glass iPhone. We conclude with a discussion of the U.S. taking ownership 10% of Intel.

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