Author: Alex Kantrowitz

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Can Zuck and Elon buy their way into the AI race? 2) Will scaling laws turn AI progress over to the biggest tech 3) Grok's new AI avatars - Rudy and Ani 4) Grok's Ani AI bot gets steamy quickly 5) Why AI companies are counting on companion/love bots 6) The backlash to Aqui-Hire-Sitions after Windsurf, Scale, etc. 7) Did Big Tech antitrust backfire? 8) OpenAI announces ChatGPT Agent 9) Is Perplexity's Comet browser a player 10) Kimi K2 wows with coding availability 11) Can AI industry apply lessons from coding elsewhere? 12) One last word from Ani

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Condoleezza Rice is a former U.S. Secretary of State and current director of Stanford’s Hoover Institution. Rice joins Big Technology to discuss whether the United States can hold its technological edge as China races ahead in AI, batteries, and advanced manufacturing. Tune in to hear her candid take on the U.S.–China tech arms race, the ripple effects of chip export controls, and why she believes democracies are safer stewards of frontier technologies. We also cover the squeeze on university research funding, immigration-driven talent pipelines, and tuition-fueled class divides. Hit play for a data-rich, no-fluff conversation on the special sauce for the U.S. tech industry and the risks it faces in our current political environment.

Big Technology Podcast is five years old. Today, we share a quick update with 1) Gratitude for our listeners 2) A change in ad network and what our ads will sound like next 3) Our editorial philosophy 4) How you can help.

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Box CEO Aaron Levie is back for our weekly discussion of the latest tech news. We cover: 1) OpenAi's Windsurf deal falls through 2) Is OpenAI okay? 3) What percentage of all AI spend goes to coding? 4) Google's AI code play 5) Grok 4 is out 6) Does Grok show the scaling laws are still in effect? 7) Would Box work with Grok? 8) NVIDIA hits $4 trillion 9) Are we in an AI bubble? 10) Should Tim Cook step down? 11) Could Apple merge with OpenAI?

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

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Ryan Petersen is the CEO of Flexport. Petersen joins Big Technology to discuss how the latest round of tariffs and trade-war maneuvers are rewiring supply chains worldwide. Tune in to hear him unpack everything from 145 % “Liberation Day” duties and $5 K containers to the death of the de minimis loophole and what it means for Amazon, Temu, and Shein. We also cover the Panama Canal drought, AI that robocalls 400 K truckers, warehouse-robot reality checks, and why customs fraud just became the DOJ’s No. 2 white-collar priority. Hit play for a rapid-fire scorecard on what’s changing, who’s winning, and what’s next in global trade. --- 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=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

M.G. Siegler is the author of Spyglass. He joins Big Technology podcast for the first installment of our new monthly discussion about Big Tech strategy and AI! Today, we cover why Apple may want to outsource Siri's brain to Anthropic or OpenAI, the rise of voice Ai, why Anthropic could be the right fit, and the complexity of what working with Apple would mean for Anthropic's business. We also touch on Zuck's superintelligence bet, Elon's new third party, the end of the EV credit, and whether AI browsers are worth it. Tune in for the first in our new series!

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Meta's reported $100 million offers to AI engineers 2) If those reports are false, who planted the rumor? 3) Why talent might be all that matters in AI right now 4) Will Meta's bet work? 5) Anthropic's project vend 6) If AI can't stock a fridge, will it take your job? 7) Claudius' identity crisis 8) ChatGPT's hilarious Wealthfront hallucination 9) The Legend of Soham 10) Happy July 4th!

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Noah Smith is a star economics writer behind the “Noahpinion” blog and co-host of the Econ 102 podcast. Smith joins Big Technology to discuss whether generative AI is actually boosting productivity or still waiting for its “electricity moment.” Tune in to hear his contrarian take on the so-called AI jobs apocalypse and how businesses will need to reorganize before the gains show up in earnings. We also cover immigration crackdowns, tariff uncertainty, wage-inequality myths, and how China’s military buildup reshapes economic strategy. Hit play for a sharp, no-hype dive into AI, economics, and geopolitics.

Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Cloudflare CEO Matthew Prince says AI is disappearing the web 2) Will there be new business models that replace the current web-based models? 3) Is the AI Agent thing really happening? 4) Vibecoding riches 5) Court rules Anthropic can train on books (but not steal them) 6) Anthropic will study AI’s economic impact 7) Is chatbot companionship good for us? Anthropic says yes 8) OpenAI works on office productivity tools 9) Why OpenAi and Microsoft have tension 10) Will Stargate work? 11) Mira Murati’s Think Machines plan 12) Tesla Robotaxi Rollout 13) Jeff Bezos gets married, who's coming??

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

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Tom Lee is the chief investment officer at Fundstrat Capital and head of research at FSInsight. He joins Big Technology Podcast to discuss whether generative AI wave is actually holding up the stock market and what would happen if it stalled or fell apart. We discuss what an AI 'Black Swan' event would look like, whether the bubble would pop, and what happens if AI gets too good. Tune in for the second half where we discuss how Lee predicts stock market movements, why the market is holding up well, and whether bitcoin has room to grow.

For complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists, you can visit ⁠⁠fundstrat.com/tom⁠⁠

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

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