Big Technology Podcast

Alex Kantrowitz

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Latest Episodes

How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn

8/5/2026 • 70 min

David Cahn is a partner at Sequoia Capital. Cahn joins Big Technology Podcast to discuss how much revenue the AI industry must generate to pay back its massive infrastructure investments and why the pursuit of AGI is driving companies to keep spending. Tune in to hear his assessment of the strategies guiding OpenAI, Anthropic, Google, Meta, Microsoft, Amazon, Ap… Play episode

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
Will Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft v…
AI Pioneer Geoffrey Hinton: AI Is Conscious, Superintelligence is Coming, …
Did Google Just Fall Behind Again?, iPhone Fold Cometh, Anthropic Files To…
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Tra…
Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Nex…
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
Does Anyone Want AI Wearables? + The Allure of AI Love — With Joanna Stern
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Lay…
AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’…
OpenAI’s User Growth Miss, Musk vs. Altman, Prediction Market Ban
Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. …
Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
OpenAI President Greg Brockman on GPT-5.5 “Spud,” AI Model Moats, and Cybe…
Are We Too Obsessed With AI Predictions? — With Carissa Véliz
Tim Cook Steps Down — With Joanna Stern
Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary…
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
More OpenAI Executive Drama, Is Siri Seriously Broken?, Meta’s Elusive Nex…
OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastr…
OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Pat…
Why OpenAI Killed Sora, Did Apple Just Save Siri?, Meta’s Big Loss
Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us
OpenAI’s Superapp Ambitions, Jensen on Jobs, Bezos’s $100 Billion Automati…
Are We Screwed If AI Works? — With Andrew Ross Sorkin
AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore

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