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 economics flip, or fast followers erase any AGI edge. Finally, we look at Apple’s iPhone 17 resurgence—why it’s hitting now and whether it’s enough without a breakthrough assistant. Tune in for a clear walkthrough of tech’s biggest news with one of the industry’s sharpest analysts.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI converts to a public benefit corporation 2) Why this is big news 3) Satya Nadela's wise OpenAI maneuver 4) Microsoft wants every AI model on Azure 5) Is AGI dead? 6) Inside Microsoft and OpenAI's negotiations 7) Sam Altman charts out OpenAI's next three years 8) Is building automated AI researchers a worthwhile and ambitious goal? 9) OpenAI also wants to be its own Ai cloud 10) OpenAI has become Facebook, kinda 11) OpenAI employees say they don't want to be engagement farmers 12) Meta's threat from OpenAI 13) Instead of the AI bubble, how about the AI wobble? 14) Do we want the 1X Technologies Neo humanoid robot?

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Tony Stubblebine is the CEO of Medium. He joins Big Technology to discuss the future of writing in the age of AI and how platforms should handle AI-generated content. Tune in to hear fresh data on ChatGPT vs. Google referral quality, Gemini’s impact on click-throughs, and Medium’s anti-spam approach. We also cover Cloudflare AI blocking, creator payouts, and Medium’s writing app. Hit play for a candid operator’s view of what survives—and thrives—as AI floods the web.

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Yossi Matias is the head of Google Research. He joins Big Technology Podcast to discuss the company's research efforts in areas like cancer treatment and Quantum and to discuss the relationship between research and product. Tune in to hear how Google used LLMs to generate a cancer hypothesis validated in living cells, what a “13,000×” quantum result really means, and how the research product loop turns papers into products. We also cover whether AI can automate a researcher's job. This conversation was recorded in front of a live audience at Google's Mountain View headquarters.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI's Atlas browser is here 2) Atlas plays 2048 3) The danger of AI browser prompt injection 4) Will Atlas be around in five years? 5) Why Dave's Hot Chicken is the world's top app 6) Amazon has plans to automate hundreds of thousands of jobs 7) OpenAI is paying investment bankers to train its models 8) If we automate all the work, who will be left to buy stuff? 9) Meta cuts 100 AI jobs 10) Reddit fools AI crawlers and shows theft 11) Clippy returns!

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Panos Panay is Amazon’s head of Devices & Services. Panay returns to Big Technology Podcast to discuss Alexa Plus's delayed rollout, when the assistant is releasing to everyone, and the challenge of building these products. Tune in for specifics on compatibility, usage spikes, and what “day one” means when you have hundreds of millions of customers. We also cover the future of computing, from phones to wearables and home devices. Hit play for a grounded look at what’s real now—and what’s coming next.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman says ChatGPT will start to have erotic chats with interested adults 2) Also, more sycophancy? 3) Is sycophancy the lost love language 4) Is erotic ChatGPT good for OpenAI’s business? 5) Is erotic ChatGPT a sign that AGI is actually far away? 6) OpenAI’s latest business metrics revealed 7) Google’s AI contributes to cancer discovery 8) Anthropic’s Jack Clark on AI becoming self aware 9) Is Zuck poaching Apple  AI engineers mostly to hurt Apple? 10) AI’s sameness problem 11) Ranjan rants against workslop 

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AI's Sameness Problem: https://www.bigtechnology.com/p/ais-sameness-problemhttps://www.bigtechnology.com/p/ais-sameness-problem

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Rick Heitzmann is the founder and managing director of FirstMark Capital. Heitzmann joins Big Technology Podcast to discuss whether AI startups can compete against the ChatGPTs of the world, or whether the big AI bots have ingested all the opportunity. Tune in to hear Heitzmann break down the economics of AI investing today and whether the application layer is investable. We'll also break down the big funding deals in AI today, looking at the potential for the frenzy to pay off. Tune in for a sensible discussion of the potential future of AI innovation.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Why the AI industry needs to get to AGI to make the investments pay off 2) The diverging tracks between AI model improvement and investing in scaling 3) Why the LLM craze may delay the path to AGI 4) So what is all this compute for? 5) OpenAI's $1 trillion infrastructure investment 6) The increasing prevalence of debt in AI funding 7) Could an AI collapse hit the global economy? 8) OpenAI and AMD's wacky deal 9) Oracle's margins 10) OpenAI's Sora 'surprise' 11) Will John Ternus be Apple's next CEO?

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Mike Krieger is the chief product officer at Anthropic and co-founder of Instagram. Krieger joins Big Technology Podcast to discuss Anthropic's Sonnet 4.5 launch and how the company's been able to speed up AI model development. Tune in to hear how Anthropic is using internal tools to move fast, where the next generations of model improvements will look like, and whether model orchestration will be the core differentiator between labs. We also cover how AI development compares to social media, whether AI content will ever take off, and enterprise AI's path ahead.

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