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

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

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Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate

Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's 2026 financial numbers leak, is it slowing down? 2) It's time for the Anthropic S-1 3) Will ...

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The Bumpy Road To AGI — With Kevin Roose

The Bumpy Road To AGI — With Kevin Roose

Kevin Roose is the author of The AGI Chronicles,. Roose joins Big Technology Podcast to discuss whether an AI industry rife with personal rivalries, infighting, and mistrust can be trusted to develop ...

15 Okt 1h 4min

Meta & Microsoft's Claude Slowdown,  His Agent Leaked His Banking Info, Don’t Bully Your AI

Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Meta and Microsoft pull back their Claude plans 2) Are standard models like Muse Spark good enough? 3) I...

9 Okt 54min

Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos

Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos

Dylan Patel is founder and CEO of SemiAnalysis, Jordan Nanos is a member of its technical staff. Patel and Nanos join Big Technology to discuss whether AI’s massive infrastructure buildout can justif...

7 Okt 1h 2min

Who Wins The AI Assistant Wars? + Why Didn’t Google Build Muse?

Who Wins The AI Assistant Wars? + Why Didn’t Google Build Muse?

M.G. Siegler is the author of Spyglass. Siegler joins Big Technology to discuss the escalating battle to build the dominant personal AI assistant. Tune in to hear why he thinks Meta’s Muse is surprisi...

5 Okt 1h 4min

Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test

Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's IPO S-1 document leaks 2) Anthropic's revenue growth 3) Anthropic's funding commitments 4) D...

2 Okt 58min

SAP CEO: AI Won't Kill Software, But It Will Change Your Job — With Christian Klein

SAP CEO: AI Won't Kill Software, But It Will Change Your Job — With Christian Klein

Christian Klein is CEO of SAP. Klein joins Big Technology to discuss whether the Saaspocalypse is over and how AI is reshaping the future of enterprise software. Tune in to hear why he believes AI cou...

30 Sep 1h 1min

Meta’s Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites

Meta’s Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The rise of Muse 2) Is Meta back? 3) OpenAI's consumer blind spot 4) Meta's butthole marketing 5) What M...

25 Sep 57min

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