Big Technology Podcast

Teddy Schleifer is a New York Times reporter who covers billionaires and their influence on politics. Schleifer joins Big Technology Podcast to discuss what the Democrats’ midterm sweep means for the AI buildout. Tune in to hear why voters are turning against data centers and how much a Democratic Congress can do to slow their construction with Trump still in the White House. We also cover the prospect of tech CEOs facing subpoenas, what the election means for Elon Musk, and California’s proposed billionaire tax. Hit play for an emergency episode on what happens when Silicon Valley embraces a president and voters give the other party control of Congress.
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech earnings go terribly 2) The market punishes the Magnificent 7 (except Microsoft) 3) Is Wall Street done with the AI trade? 4) Meta overtakes Google in ad revenue 5) Is being good at AI a curse for your flagship business? 6) Google and Reddit's weird relationship 7) The Amazon Bee Frontier 8) Dating with the Bee Frontier 9) Ranjan's Anthropic S-1 takeaways 10) Is the Anthropic compute math weird? 11) AI costs are dropping 12) Golden Goose or Golden Egg? Let's dress up for halloween.

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Ethan Mollick is a professor at the Wharton School and author of Coexistence: The Next Phase of AI. Mollick joins Big Technology to discuss why AI's remarkable advances haven't yet translated into massive productivity gains across the economy. Tune in to hear why companies need to fundamentally rethink how they operate to unlock AI's full potential, where businesses are already seeing returns, and what organizational transformation could look like. We also cover whether AI development will hit a wall, the rise of personal AI agents, the future of jobs, robotics, education, and the risks of giving AI access to our private information. Hit play for a spirited conversation about what it will take for AI to truly transform the economy and our everyday lives.

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You can find the book here: https://www.amazon.com/Co-Existence-Next-Phase-Ethan-Mollick/dp/B0H2GJJVDW/
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Dan Primack is the business editor at Axios and author of the Pro Rata newsletter. Primack joins Big Technology for an emergency reaction to Anthropic’s S-1 filing, revealing the company’s financial performance ahead of its highly anticipated IPO. Tune in to hear why Wall Street may be willing to fund Anthropic’s extraordinary ambitions despite massive compute obligations, mounting expenses, and uncertainty about long-term profitability. We also cover Anthropic’s explosive revenue growth, improving compute efficiency, surprising risk disclosures, and what its IPO means for OpenAI and the broader AI industry. Hit play for an inside look at the biggest financial questions surrounding the AI boom and whether investors can keep funding its expansion.
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Ranjan Roy from Margins and Alex Stamos from Cognition are back for our weekly discussion of the latest tech news. We cover: 1) Is Sundar Pichai team product or team model? 2) Google's attempt to build a unified assistant 3) Which Google teams get priority? 4) Sundar's cloud allocation between Google Cloud and AI Research 5) Will Google Cloud Platform overtake Azure? 6) Meta Stock falls on worries about its fundraising and debt 7) OpenAI valuation takes a hit after investors feel "indigestion" given how much money they've poured into it 8) Is there any money left to fund AI? 9) Cognition CISO Alex Stamos joins to talk about the PHP bug is going to cause long term damage 10) How to protect yourself and your company from the ongoing cybersecurity risks 11) It's not just PHP, it's Black October for cybersecurity.

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