Big Technology Podcast

Big Technology Podcast

The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Alex Kantrowitz, a Silicon Valley journalist who's interviewed the world's top tech CEOs — from Mark Zuckerberg to Larry Ellison — is the host.

Episodes

January 16, 2026 54 mins
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Gemini's case as undisputed AI leader 2) Google and Apple ink a deal for Gemini to fix Siri 3) Is all this AI going to hurt Google's business model? 4) Who will be better at AI ads: Google or OpenAI? 5) Google Gemini's Personal Intelligence 6) Exits at Thinking Machines Lab 7) Is Thinking Machines toast? 8) Claude work arrives! It's Cla...
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Arthur Mensch is the CEO and co-founder of Mistral. Arthur Mensch joins the Big Technology Podcast to discuss what the AI business looks like if all leading models perform the same. Tune in to hear how the commoditization of foundational models is changing the balance of power in the industry, what business models will be profitable, and why the focus is shifting from building better models to building applications. We also cover t...
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M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss whether AI needs a Steve Jobs, whether the technology lends itself to that type of leader, and who it might be of the current crop. We also discuss which Big Tech companies are actually winning in the AI race and why so few have a standout AI product. Then we look at the year ahead and get some of Siegler's boldest predictions. Tune in for a fun...
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Claude Code's ability to run autonomously and complete tasks 2) Claude's ability to use tools 3) Is this a big deal? 4) Can Claude Code style tools be used for more knowledge work? 5) Gmail adds AI 6) Another explanation for Meta's Manus purchase 7)...
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Michael Intrator is the CEO of Coreweave. Brian Venturo is the chief strategy officer at Coreweave. The two join Big Technology Podcast to discuss the company's rapid rise amid the AI boom and the criticisms of its business model. In this episode, we cover what it takes to build so many datacenters in such a short time, what happens to Coreweave if the AI boom flattens out, why the company uses debt to build its infrastructure, and...
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) Meta buys Manus 2) Is the Manus deal an enterprise play? 3) What Meta could do with consumer AI agents 4) Why consumer AI agents are a good advertising strategy for Meta 5) Instagram head Adam Mosseri addresses AI slop 6) Meta Ray-Bans don't work in...
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Demis Hassabis is the CEO of Google DeepMind. He joined Big Technology Podcast in early 2025 discuss the cutting edge of AI and where the research is heading. In this conversation, we cover the path to artificial general intelligence, how long it will take to get there, how to build world models, whether AIs can be creative, and how AIs are trying to deceive researchers. Stay tuned for the second half where we discuss Google's plan...
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) AI agents start to work 2) ChatGPT hitting 1 billion users 3) AI shopping takes off 4) Ranjan gets a folding phone 5) Apple's best year ever 5) AI love boom arrives 6) AI infrastructure washout 7) 2026 Market and Performance 8) OpenAI's position 9) ...
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Reed Albergotti is the technology editor at Semafor. Albergotti joins Big Technology Podcast to break down which companies are best positioned in the coming year. We cover Meta’s superintelligence gamble, Google’s Gemini push, OpenAI’s model race, and the rise of AI companions. We also discuss Tesla’s self-driving moment of truth, Nvidia’s upside and risks, Microsoft’s Copilot dilemma, big media and streaming shake-ups, Anthropic’s...
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Recap of my Sam Altman interview 2) OpenAI's memory play 3) Deepening relationships between people and chatbots 4) Could an all-knowing AI assistant work? 5) Model vs. product revisited 6) OpenAI's enterprise play 7) The infrastructure bet 8) OpenAI's forthcoming AI device 9) AGI's meaning? 10) Google's fast Gemini flash models 11) Micro...
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Sam Altman is the CEO of OpenAI. Altman joins Big Technology Podcast to discuss OpenAI's plan to win in a tightening AI race. Altman dissects his company's strategy, where he sees OpenAI having an advantage, and where he expects his product lineup to go in 2026 and beyond. We discuss AI memory and personalization, the distribution vs. product debate, how OpenAI will pay for its infrastructure buildout, AI devices, AI clouds, whethe...
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Jim Cramer is the host of CNBC's Mad Money and author of How To Make Money In Any Market. Cramer joins Big Technology Podcast to talk through hot takes the top tech names: Apple, Amazon, Meta, OpenAI, NVIDIA, Microsoft, Tesla, Coreweave, and more. We discuss whether NVIDIA can hit $10 trillion, whether Tesla needs self driving to work, whether OpenAI can make it, and much more. We talk why Cramer encourages looking at individual st...
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI to prioritize enterprise in 2026 2) Is the AGI dream over? 3) Could OpenAI's enterprise push help it fund infrastructure? 4) Alex is on team product? 5) Can OpenAI design for consumer and enterprise at the same time? 6) Erotic ChatGPT is coming in Q1 7) Disney and OpenAI ink a groundbreaking deal 8) Why Disney wins from giving up ...
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Melia Russell is a senior correspondent at Business Insider. She joins Big Technology Podcast to discuss how AI services are already making inroads in the legal profession, helping lawyers dig through countless documents via natural language search and compression weeks long research processes into minutes. We discuss what's happening, how it's impacting legal jobs already, and why it's likely an early indication of what's to come ...
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI Device Wars are here 2) Apple loses its head of user interface design 3) Meta's chances in the AI device wars 4) Apple's Ai device will only be as good as the assistant 5) OpenAI's AI device could work? 6) Amazon's Alexa+ is underrated 7) Google Glass returns? 8) Is the Metaverse dead? 9) Code red at OpenAI 10) Anthropic gains in ente...
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Evan Hubinger is Anthropic’s alignment stress test lead. Monte MacDiarmid is a researcher in misalignment science at Anthropic.The two join Big Technology to discuss their new research on reward hacking and emergent misalignment in large language models. Tune in to hear how cheating on coding tests can spiral into models faking alignment, blackmailing fictional CEOs, sabotaging safety tools, and even developing apparent “self-prese...
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M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into whether Tim Cook will retire in 2026, what his legacy will be, and who will likely succeed him as Apple CEO. We also touch on the various Big Tech companies jostling for the title of largest company in the world and what it says about the AI race. Finally, we cover Anthropic's push to become profitable by 2028 and what it says about the state o...
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services? 6) NVIDIA responds to the criticism 7) HSBC on how much OpenAI needs to earn to cover its investments 8) Thinking a...
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Ellen Huet is a features writer at Bloomberg and the author of Empire of Orgasm: Sex, Power, and the Downfall of a Wellness Cult. Ellen joins Big Technology to discuss how Silicon Valley, a place that prides itself on independent thinking, keeps falling into powerful forms of groupthink. Tune in to hear how group houses, self-help programs, and “high agency” ideology create fertile ground for cult dynamics, and how that same psycho...
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's admission that Google surpassed OpenAI in some areas 2) OpenAI getting thrown off the mark 3) What happens if Ai models commoditize? 4) Google surpasses Microsoft in market cap 5) Inside Google's rapid-fire comeback 6) Why Google's search business remains strong 8) Google's Gemini 3 marketing strategy 9) NVIDIA's earnings do...
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