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.
Big Technology Podcast - Special Report: Tariffs and Turmoil — With Ryan Petersen and Adam Parker
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.
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Here's Ryan Petersen's tariff briefing: https://youtu.be/Z1rBu2-lEY8?si=8ptEQdrU9yiCHWLO
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Big Technology Podcast - Microsoft AI CEO Mustafa Suleyman: Building AI Personality, OpenAI Relationship, Data Center Demand, AGI Timeline
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.
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Big Technology Podcast - OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
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
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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Big Technology Podcast - OpenAI’s Ghibli Moment, CoreWeave’s IPO Letdown, End of Silicon Valley’s Monopoly?
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?
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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
Big Technology Podcast - AI’s Rising Risks: Hacking, Virology, Loss of Control — With Dan Hendrycks
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/
Big Technology Podcast - NVIDIA’s New Roadmap, State of OpenAI, Apple Shuffles Siri Team
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.
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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
Big Technology Podcast - Why Can’t AI Make Its Own Discoveries? — With Yann LeCun
Yann LeCun is the chief AI scientist at Meta. He joins Big Technology Podcast to discuss the strengths and limitations of current AI models, weighing in on why they've been unable to invent new things despite possessing almost all the world's written knowledge. LeCun digs deep into AI science, explaining why AI systems must build an abstract knowledge of the way the world operates to truly advance. We also cover whether AI research will hit a wall, whether investors in AI will be disappointed, and the value of open source after DeepSeek. Tune in for a fascinating conversation with one of the world's leading AI pioneers.
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Big Technology Podcast - Gruber Slams Apple, Tech Stocks In Freefall, Vibecoding & OpenAI’s Agents
Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Gruber turns on Apple 2) Has Apple lost its credibility? 3) Apple stock takes a hit after downgrades 4) Will we even use a phone in the future? 5) Will AI investing stop in a tough market? 6) The spectrum of AI outcomes and the wisdom of massive capex 7) Tesla risks and opportunities 8) OpenAI releasing agent APT 9) Vibecoding is fun 10) Reed on Amazon's proprietary AI chips
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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
Big Technology Podcast - Roblox CEO: We Want AI To Generate Full Games — With David Baszucki
David Baszucki is the CEO of Roblox. He joins Big Technology Podcast to discuss how the company envisions generative AI playing into game creation on Roblox. Tune in to hear his vision for a future where users can prompt entire game experiences and modify them in real time using AI. We also cover child safety concerns, Hindenburg Research allegations, and whether parents should give their kids money to spend on Roblox. Hit play for an insightful conversation about the intersection of gaming, AI, and the future of creative digital experiences.
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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