Episodes

  • Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading

    Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
    May 29 2026
    Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Companies are reconsidering their AI spend after token consumption explodes 2) Is this a widespread issue or a big deal made out of a few companies? 3) The bigger problem: only 18% of tokens are spent on things that ship. 4) Are investment decisions being made due to unrestrained tokenmaxxing? 5) The circular investment problem is real 6) A look at the memory chip boom 7) Anthropic passes OpenAI as the world's most valuable startup 8) Robinhood let's your favorite chatbot trade for you 9) Should you connect your gmail to ChatGPT? 10) Would you get your house cleaned for free if the cleaner videotaped it for training data? Join us for the Big Technology AI Summit: https://summit.bigtechnology.com --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    1 hr
  • Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo

    Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
    May 27 2026
    Dick Costolo is the ex-CEO of Twitter and managing partner at 01 Advisors. Costolo joins Big Technology Podcast to look ahead to the SpaceX, OpenAI, and Anthropic IPOs, looking at whether the offerings will be successful, who should go first, how the companies differ, and where the capital will come from. Tune in for the second half where we discuss the state of Meta, Costolo's Twitter memories, and Silicon Valley's 'Permanent Underclass.' Tune in for a fun, in-depth discussion of the most important pending business event in decades. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    57 mins
  • Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI

    Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
    May 23 2026
    Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI's revenue numbers come out ahead of its potential IPO filing 2) Why is OpenAI considering going public now? 3) Is OpenAI trying to IPO ahead of Anthropic? 4) Is the Iran War accelerating the timeline of these fundraisings? 5) What would the top of the AI boom look like? 6) SpaceX files for an IPO 7) Are datacenters in space a myth? 8) Eric Schmidt gets booed at a college commencement 9) Meta's mass layoff 10) Meta's keystroke tracking rationale 11) Marc Andreessen says AI won't file a HR complaint --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    1 hr
  • Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier

    Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
    May 20 2026
    Boris Cherney is the head of Claude Code at Anthropic. Cherney joins Big Technology to discuss Claude Code’s explosive growth and whether the rise of AI agents is sustainable. Tune in to hear how Claude Code is changing software development, why Anthropic believes agents will spread far beyond coding, and what happens when people start running hundreds or thousands of AI agents in parallel. We also cover token maxing, rate limits, Codex competition, SaaS disruption, self-improving AI, and whether today’s models really understand the consequences of their actions. Hit play for a sharp look at the agent boom from one of the people building it. Join the Big Technology AI Summit: https://summit.bigtechnology.com --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    59 mins
  • Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank

    Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
    May 15 2026
    Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Satya Nadella criticizing his OpenAI partnership 2) Did Microsoft play the OpenAI deal right? 3) AI native vs. bold on debate 4) Which big tech company will rank No. 1 in AI? 5) Bill Ackman buys Microsoft 6) OpenAI and Apple are on the outs 7) Claude for Small Business is here 8) What's coming up at Google IO 9) The Great 'AI Monet' Prank 10) Alright, alright, alright --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    55 mins
  • Does Anyone Want AI Wearables? + The Allure of AI Love — With Joanna Stern

    Does Anyone Want AI Wearables? + The Allure of AI Love — With Joanna Stern
    May 13 2026
    Joanna Stern is the author of "I Am Not a Robot: My Year Using AI to Do Almost Everything" and the founder of The New Thing. Stern joins Big Technology Podcast to discuss what happens when you infuse AI into every part of your life. Tune in to hear about her 48-hour road trip with an AI boyfriend, why she found chatbot relationships genuinely tempting, and what the sycophancy of these tools means for how we relate to each other. We also cover the promise and limits of AI wearables, how AI is quietly reshaping healthcare diagnostics from mammograms to dental X-rays, and whether Apple can finally deliver on Siri. Hit play for a fascinating look at the human side of living with AI, and why the biggest risks might not be technical. Join us for the Big Technology AI Summit: https://summit.bigtechnology.com/ --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    43 mins
  • The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?

    The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
    May 8 2026
    Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic gets SpaceX compute 2) Is this announcement real or marketing? 3) Anthropic increases rate limits with the new compute 4) Elon + Dario vs. Sam 5) Is this all IPO maneuvering? 6) Mythos is proving valuable for cybersecurity 7) Anthropic's demand is 80Xing 8) OpenAI's communication revealed at trial 9) Microsoft was mostly worried about comms for its OpenAI investment 10) Are AI layoffs a real thing or cope? 11) Are these layoffs happening because the AI *isn't working? --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    57 mins
  • AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko

    AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
    May 7 2026
    Dimitri Shevelenko is the chief business officer of Perplexity. Shevelenko joins Big Technology Podcast to discuss whether the AI industry’s shift toward agentic 'super apps' and computer-using assistants will become a real business. Tune in to hear why Perplexity believes computer use is a durable productivity tool, how it thinks about consumer AI’s growth slowdown, and why multi-model orchestration could be a competitive advantage. We also cover AI search, enterprise adoption, trust and permissions, Chinese open-source models, pricing, and the economics of AI demand. Hit play for a sharp conversation on where AI products are heading next. Join Big Technology's AI Summit In San Francisco: https://summit.bigtechnology.com/ ——— 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    1 hr and 2 mins