Walter Piecyk is a partner at LightShed Partners and GP at LightShed Ventures. He joins Big Technology Podcast for a special episode looking entirely at Apple as the company lost $200 billion in market cap this week. In this episode, we break down Apple's entanglements in China, its expensive share price, and what to expect with next week's iPhone 15 launch. Stay tuned for the second half where we discuss Charter's dispute with ESPN at the end.
Sridhar Ramaswamy is the co-founder of Neeva, SVP at Snowflake and former SVP at Google. He joins Big Technology Podcast to reflect on the strange year Google’s had in 2023, working on the fly to reimagine search and ship faster than it was initially comfortable with. In this episode, Ramaswamy delivers deep insights on the future of search, generative AI, and how his former employer will adapt in these times. Stay tuned for the second half where Ramaswamy candidly discusses his search competitor Neeva, why he sold it to Snowflake, and what the two companies hope to accomplish together.
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Disney stock hitting a ten year low 2) The rise of white noise podcasts 3) Google's new Duet AI that attends meetings for you 4) Everyone returns to office 5) Commercial real estate bust looms? 6) Ranjan's report from San Francisco 7) An excerpt from Walter Isaacson's new Elon Musk book 8) Fidelity marks up Twitter 9) Meta promotes Threads in Instagram 10) The Metaverse gets legs!
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Colin Murdoch is the chief business officer at Google DeepMind. He joins Big Technology Podcast for a conversation about artificial general intelligence, discussing why we want to get there at all, and what the path looks like. We also discuss DeepMind’s merger with Google Brain, how pursuing the AI business changes Google, and how DeepMind’s AlphaFold AI is revolutionizing the healthcare space. Tune in for a dynamic conversation with one of the world's leading AI executives.
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) ChatGPT used as an insult in the Republican debate 2) Whether Generative AI is leading to real business returns 3) Bing's poor performance vs. Google 4) NVIDIA's blowout earnings 5) NVIDIA's moat 6) ARM's forthcoming IPO 7) Ronan Farrow's new profile of Elon Musk in the New Yorker 8) Government's role in privatization.
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Sarah Guo is the founder of VC firm, Conviction, and co-host of the “No Priors” podcast. She joins Big Technology to talk about generative AI, where the opportunity for new investment lies, and whether the fears surrounding AI are grounded in reality. She gives us unique insight into what the next round of AI tools might look like, and what the impact on our jobs and lives will be as this tech becomes more accessible and affordable. Stay tuned for the second half where we run down how each Big Tech company is (or isn't) taking advantage of this moment.
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) How the Zuck v. Musk cage match fell apart. 2) Whether Musk's antics are actually a problem for his business. 3) Why Walter Isaacson writes so positively about his subjects 4) Why Goldman Sachs is running into trouble 5) The issues Goldman is finding with its Apple partnership 6) Ranjan's observations from his trip to Taiwan 7) A bunch of new studies cast new light on social media algorithms 8) Cruise car stuck in the concrete 9) Why you should be able to pick your own 'flavor' of algorithm on social media.
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Kyle Vogt is the CEO of Cruise, a self-driving car operator owned mostly by General Motors. He joins Big Technology Podcast to discuss self-driving's rapid expansion, explaining why the technology is hitting an inflection point and how quickly these cars are filling the roads. Tune in for a conversation filled with real data and direct analysis of what might be one of the most meaningful technologies developed in our lifetime.
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Julia Boorstin is a senior media and tech correspondent at CNBC and author of When Women Lead: What We Achieve, Why We Succeed and What We Can Learn. She joins Big Technology Podcast this Friday to break down the week's news. We cover: 1) Linda Yaccarino's message to advertisers 2) X's goal of becoming an "everything app" 3) AI and the Hollywood Strikes 4) Disney's entrance into sports betting. 5) "Streamflation" 6) Julia's book, and the positive financial impacts of female leadership and representation. 7) A preview of the upcoming Code conference.
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David Risher is Lyft's new CEO. He joins Big Technology Podcast for a frank discussion about his plan to put the company back on the right track after it's spent years languishing. Tune in for a frank discussion of the economics of ride hailing, the reality of leading a company after its founders depart, and Risher's plan to compete in a category that hasn't traditionally been easy to succeed in. We also discuss autonomous driving (but recorded ahead of my recent experience in San Francisco)e. This is Risher's first podcast interview as CEO. Please give it a listen and enjoy!
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