M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss OpenAI and AMD's megadeal, whether the AI investment cycle is a disaster waiting to happen, and how NVIDIA might feel about the arrangement. We also discuss Sam Altman and Jony Ive's struggles in developing their own AI device and how all tech companies seem to be building the same AI enabled ambient computing. Finally, we pour one out for the Vision Pro. Tune in for a deep discussion of tech's biggest news with one of the industry's leading analysts.

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Max Zeff, Sr. AI reporter at Techcrunch, joins for our weekly discussion of the latest tech news. We cover: 1) OpenAI introduces Sora 2 2) Will these AI video feeds catch on? 3) Is Sora 2 an important technological advance above all? 4) Why Meta is nervous about OpenAI's momentum in social 5) OpenAI employees have mixed feelings about Sora 6) Why AI video feeds may be the end of the creator economy. 7) Why they may not be 8) Meta will use AI chats to train its ad models 9) Meta's AI research moves more toward product development 10) Anthropic launches its Sonnet 4.5 model 11) Apple prioritizes smart glasses 12) Max tries out the Friend pendant

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Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai

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Scott Guthrie is the executive vice president of Cloud and AI at Microsoft. Guthrie joins Big Technology Podcast to discuss the tech industry's massive AI infrastructure buildout and whether it is overdoing it with the hundreds of billions of investment. Guthrie discusses the way Microsoft thinks about its OpenAI investment, whether it's worth investing in scaling pre-training, and Silicon Valley's growing debt problem Tune in for the second half where we discuss the longevity of the GPU, custom silicon, and competing with NVIDIA.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Nvidia invests $100 billion in OpenAI 2) Will the money ever get there? 3) Do AI companies have to make money eventually? 4) What has to happen for OpenAI to return NVIDIA's investment? 5) Is another financial crisis coming? 6) OpenAI's new Pulse feature 7) Is Pulse a precursor to ChatGPT ads? 8) Meta's new Vibes feed of AI slop 9) TikTok deal is on the table 10) Ranjan says TIkTok deal isn't happening 11) A promise to be less gloom and doom next week :)

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Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai

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Yinon Costica is the co-founder and VP of product at Wiz, which sold to Google for $32 billion in cash. Costica joins Big Technology Podcast to discuss the extent of the cybersecurity threats that generative AI is creating, from vulnerabilities in AI software to the risks involved in “vibe coding.” Tune in to hear how attackers are using AI, why defenders face new asymmetries, and what guardrails organizations need now. We also cover Google’s $32 billion acquisition of Wiz, the DeepSeek controversy, post-quantum cryptography, and the future risks of autonomous vehicles and humanoid robots. Hit play for a sharp, accessible look at the cutting edge of AI and cybersecurity.---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=0843016bQuestions? Feedback? Write to: [email protected]

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI tells us how people use ChatGPT 2) Practical guidance is the top use of ChatGPT 3) Is generative AI actually a threat to search given the use cases? 4) OpenAI has a very broad definition of 'doing' or agent work 5) The hidden impact of AI 'decision support' in the economy 6) People trust AI bots massively - is that bad? 7) ChatGPT's massive growth 8) Anthropic shares Claude's economic uses 9) Automation is surpassing augmentation for AI in work 10) Will Meta's AI glasses hit? 11) Can Jimmy Kimmel build an audience off-ABC? 12) Will the next Jimmy Kimmel be a youtube/rpodcaster?

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Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai

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Aaron Levie is the CEO of Box. Levie joins Big Technology to discuss the reports that a vast majority of businesses are not getting a return on their AI investments. Levie shares his takeaways from the reports, gives a rebuttal, and discusses the reality on the ground. Stay tuned for the second half where we separate hype from reality in the AI agent conversation. Tune in for a wide-ranging, post-Boxworks deep dive on where AI is heading in the coming years.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Apple's impressive new iPhone Pro models 2) Who is the iPhone Air for? 3) Has the phone reached its ultimate form factor 4) Is generative AI threatening to upend the smartphone market 5) Meta's new smartglasses are coming 6) Nepal's Gen Z overthrows the government and picks a new leader on Discord 7) OpenAI growth stats after GPT-5 launch 8) Oracle and OpenAI's new $300 billion deal 9) Flirting with ChatGPT 10) The AI companionship use case is real 11) Does San Francisco have 996 work culture?

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Bill Vass is the Chief Technology Officer of Booz Allen. Vass joins Big Technology Podcast to discuss how governments can harness AI to cut redundancy and deliver better citizen services. Tune in to hear his inside view on LLM deployments from the VA to the International Space Station and the difficulty of modernizing mass bureaucracies. We also cover autonomous driving, humanoid robots, and quantum computing’s first real use-cases. Hit play for fascinating look into public sector AI, along with deep perspective on technology’s state of the art.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Google's Gemini may power Siri 2) Google gets to keep Chrome and Android 3) Google can keep paying Apple for distribution 4) Is generative AI enough rationale to allow the market to decide Google's fate? 5) Google's Nano Banana image creator goes viral 6) Google's stock is up 47% in the past year and still cheap 7) Do we want the iPhone 17 Air? 8) AI is getting more expensive to run 9) But AI is getting cheaper per token. Hmm. 10) Anthropic raises $13 billion at a $183 billion valuation 11) Putin and Xi discuss immortality

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