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 2, 2026 • 49 mins
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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December 31, 2025 • 57 mins
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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December 26, 2025 • 24 mins
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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December 24, 2025 • 43 mins
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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December 20, 2025 • 42 mins
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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December 18, 2025 • 59 mins
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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December 17, 2025 • 44 mins
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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December 12, 2025 • 51 mins
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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December 10, 2025 • 57 mins
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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December 8, 2025 • 64 mins
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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December 3, 2025 • 64 mins
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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December 1, 2025 • 62 mins
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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November 28, 2025 • 61 mins
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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November 26, 2025 • 60 mins
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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November 21, 2025 • 66 mins
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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November 19, 2025 • 60 mins
Nick Clegg is the former president of Global Affairs at Meta and deputy prime minister of the UK. Clegg joins Big Technology Podcast for a discussion about whether Silicon Valley should be trusted with superintelligence and the risks it will navigate on the way there. In the second half, we also talk about how Silicon Valley uses money to buy influence and wield power in Washington. Tune in for a frank discussion about the economi...
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November 14, 2025 • 61 mins
Gil Luria is the head of technology research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to use for the questionable investment decisions in AI today. We cover all the bad stuff: debt, depreciation, and losses. We talk about Michael Burry's bet against the technology and why he might be right, and how OpenAI should play this...
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November 12, 2025 • 41 mins
Mustafa Suleyman is the CEO of Microsoft AI and the head of the company’s new superintelligence team. Suleyman joins Big Technology to discuss Microsoft’s push toward “humanist superintelligence” and what changes after its latest OpenAI deal. Tune in to hear whether LLMs can get us there, how self-improving systems might work safely, and what power, data, and memory advancements mean for progress. We also cover Microsoft’s strategy...
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November 7, 2025 • 59 mins
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI CFO Sarah Friar's comments about a government backstop for its financing 2) Why these statements matter 3) Does OpenAI need financial discipline 4) Do we want to be the discipline police? 5) Should we build a national compute reserve? 6) Why OpenAI is getting so much scrutiny lately 7) OpenAI's ambitious financial plans 8) Elon's ...
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November 5, 2025 • 56 mins
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into OpenAI’s newly cleared path to an IPO, what trillion-scale capex vs. current revenue implies, and how Microsoft’s 27% stake, IP rights, and fresh AWS entanglements complicate the story. We debate whether the market can stomach years of heavy losses, why “AGI or bust” creates systemic risk, and what happens if model gains plateau, compute econom...
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