Big Technology Podcast

Alex Kantrowitz

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SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War

6/12/2026 • 56 min

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) SpaceX's massive IPO 2) What SpaceX's success means for its AI competitors, OpenAI and Anthropic 3) Is SpaceX's outsized valuation a feature, not a bug? 4) Goldman Sachs eats Big Bang burritos 5) Anthropic's flubbed Fable rollout 6) Does the gaffe mean Anthropic reall… Play episode

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
AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite
Pentagon Insider: What's Next For Anthropic and The Department of War — Wi…
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses W…
Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
Can AI Become Conscious? — With Michael Pollan
OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Que…
How Google DeepMind Operates & Experiments — With Lila Ibrahim and James M…
Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Bi…
Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pin…
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
Is AI Killing Software? — With Bret Taylor
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wea…
Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline,…
Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Re…

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