Big Technology Podcast

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Kamala in, Biden out 2) Kamala's tech agenda 3) The importance of Lina Khan 4) Do VCs regret backing Trump after the past week's developments 5) J.D. Vance couch meme 6) Twitter at the center of the story 7) AI CapEx goes wild 8) Google's resilience through the first AI wave 9) OpenAI launches a search engine, SearchGPT 10) Elon's AI supercomputer 11) DeepMind's math-solving AI 12) Meta's need for open source AI 13) Southwest Airlines does away with open seating,

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: [email protected]

Thomas Domke is the CEO of Github. He joins Big Technology Podcast to discuss the state of AI-assisted coding, and whether the rest of the economy can see benefits similar to software engineers using coding 'copilots.' We also discuss how AI assistance can help individual developers build whatever's on their mind, and whether we'll see $1 billion dollar startups built by just one person. Tune in the for the second half where we discuss the next set of AI models, how engineering jobs change when AI produces most of the code, and whether AI will eventually improve itself.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: [email protected]

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) VCs and Elon going to Trump 2) The policy issues swinging VCs to Trump 3) The case for an against big tech acquisitions 4) Electric vehicle policy as a flashpoint 5) Anti-woke common ground between VCs and Trump 6) Is it a good bet? 7) Goldman Sachs pours some cold water on the GenAI hype and spending 8) Anthropic starts a new venture fund 9) Warner Bros. Discovery potential spinoff plan 10) Using AI to talk to animals. 11) Is a squirrel the next Einstein?

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: [email protected]

Sebastian Siemiatkowski is the CEO and co-founder of Klarna. Siemiatkowski joins Big Technology Podcast to discuss the company's aggressive efforts to implement AI across its operation, including in customer service where it says the technology is now doing the work of 700 people. We also discuss how Klarna is using generative AI in marketing, and whether it can do the work of strategists or simply discreet tasks. Stay tuned for the second half where we discuss how Klarna is using ChatGPT enterprise, the company's roller coaster ride amid big market swings, and whether the company plans to continue to grow its workforce in the age of AI.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: [email protected]

Tom Dotan from the Wall Street Journal joins us for our weekly discussion of the latest tech news. We cover 1) What slow growing GenAI consumer usage says about the field 2) OpenAI's five levels of AI sophistication 3) Why enterprise rollouts of AI technology are moving slow 4) Is AI a startup game or scaled player only discipline 5) How small models fit in 6) Bing's failed run after Google 7) Sequoia's $600 billion question on AI 8) Can we use leftover GPUs to break out of the simulation 9) Microsoft plan to build an AI empire 10) Amazon's comeback under Jassy after a rough start

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: [email protected]

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

---

Matt Wood is the VP of AI Products at Amazon Web Services (AWS). Wood joins Big Technology Podcast to discuss the current state and future potential of AI, according to Amazon. Tune in to hear insights on how customers are adopting AI, the importance of model choice and specialization, and the evolution of AI in the near-term. We also cover AWS' AI platform, Amazon's Alexa assistant, and the cultural shifts needed for organizations to successfully leverage AI. Hit play for an engaging and informative conversation on the cutting edge of AI with one of the industry's leading experts.

---

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: [email protected]

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Why the Hawk Tuah Meme broke through 2) Evolution of the internet from the 'nerd internet' to the 'Zynternet' or 'bro internet' 3) The 'For You' recommendation system had turned the internet into a mass appeal machine vs. niche 4) Zuck's fourth of july water sports moment is indicative of the change 5) Raw dogging flights 6) OpenAI hacked 6) NYTimes rips off Dwarkesh Patel's Podcast 7) Figma's Apple Weather App design copy 8) AI startups raising a ton of cash 9) Will there be a reckoning for VCs investing in AI 10) Threads turns one — what is it?

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: [email protected]

William Saunders is an ex-OpenAI Superallignment team member. Lawrence Lessig is a professor of Law and Leadership at Harvard Law School. The two come on to discuss what's troubling ex-OpenAI safety team members. We discuss whether the Saudners' former team saw something secret and damning inside OpenAI, or whether it was a general cultural issue. And then, we talk about the 'Right to Warn' a policy that would give AI insiders a right to share concerning developments with third parties without fear of reprisal. Tune in for a revealing look into the eye of a storm brewing in the AI community.

----

You can subscribe to Big Technology Premium for 25% off at https://bit.ly/bigtechnology

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: [email protected]

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Companies that bought AI services are struggling to make them work 2) Is an AI 'trough of disillusionment' coming? 3) Consultants are cashing in on the AI boom 4) Is consultants' heavy involvement in AI work good? 5) Examining Perplexity's IP issues more closely 6) Suno gets sued 7) Waymo's massive, underappreciated expansion in San Francisco 8) Waymo vs. Tesla - who wins? 9) Amazon hits a $2 trillion market cap 10) Amazon considers a Temu copycat 11) Amazon's reliance on China 11) Ranjan hits the Reddit frontpage and the fundamentals of his Doordash writing remain true.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology

Questions? Feedback? Write to: [email protected]

Michael Batnick is managing partner at Ritholtz Wealth Management and co-host of The Compound and Friends Podcast. Batnick joins Big Technology Podcast for a conversation that asks all the questions about NVIDIA's historic run. We cover the valuation, volatility, competition, chances to keep going, and AI fatigue. We also ask whether NVIDIA could give up its gains just as fast as it built them, whether it will become an Apple-like fixture in portfolios, and how algorithmic trading might play a role in its massive growth.

----

You can subscribe to Big Technology Premium for 25% off at https://bit.ly/bigtechnology

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: [email protected]