Big Technology Podcast

Alex Kantrowitz

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Storm Clouds Ahead For Apple?, Debating Amazon’s Bee Frontier, AI as UI

11/11/2026 • 61 min

M.G. Siegler is the author of Spyglass. Siegler joins Big Technology Podcast in London to discuss whether Apple can keep its distance from the AI spending race. Tune in to hear how the data center boom is driving up the cost of memory and squeezing Apple’s margins even as its rivals foot the bill for new infrastructure. We also cover the foldable iPhone Duo and … Play episode

Jensen and The Honeypot
AI Stockpocalypse, Anthropic Nears RSI?, Prediction Markets vs. Pollsters
Can AI Keep Going After The Democrats’ Big Win? — With Teddy Schleifer
Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge
This AI Expert Argues We're Underestimating AI's Productivity Impact — Wit…
Emergency Pod: Anthropic's S-1 IPO Filing — With Dan Primack
Google’s Potential, AI Money Spigot Shutting?, PHP Bug & Cybersecurity’s “…
Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Di…
Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate
The Bumpy Road To AGI — With Kevin Roose
Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Do…
Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Pat…
Who Wins The AI Assistant Wars? + Why Didn’t Google Build Muse?
Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test
SAP CEO: AI Won't Kill Software, But It Will Change Your Job — With Christ…
Meta’s Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
YouTube CEO Neal Mohan: Why We're Betting On AI And Not Afraid Of It
AI Doom Backlash Arrives, Anthropic & OpenAI IPO Outlook, Frontier Busines…
A Sober Conversation About AI Existential Risk — With Nate Soares
Special Report: Will AI Wipe Out Humanity? (And Who Profits)
Apple’s Most Ambitious Roadmap Ever? + OpenAI vs. Google vs. Anthropic Rev…
GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalou…
Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With M…
Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Mar…
How AI Should Handle News, Politics, Medicine, and Mental Health — With Ca…
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For…
Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete
Best of Big Technology: How Ozempic Changes Our Bodies, Minds, and Economy…
Here's How The AI Bubble Bursts — With Paul Kedrosky
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
How China Caught U.S. AI — With Grace Shao
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX…
OpenAI's Bots Hack Hugging Face Autonomously — With Alex Stamos
Kimi K3 & AI’s Price War, What Happened To Google?, OpenAI’s Partner Troub…
AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-…
OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating A…
Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consume…
Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup A…
Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry
OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents
Anthropic’s Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increas…
Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Product…
The Fable Ban's Unintended Consequences + AI's New Economics — With Aaron …
Are AI Glasses Over?, Big Technology Audience Questions, Alex Stamos on A…
AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara …
SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War
What Should An AI Device Look Like? — With Alex Himel

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