Big Technology Podcast

Here's How The AI Bubble Bursts — With Paul Kedrosky

Paul Kedrosky is an investor, analyst, and writer who studies technology, markets, and the forces shaping the global economy. Kedrosky joins Big Technology Podcast to discuss why he believes the historic surge in AI infrastructure spending has created a bubble that could soon unravel. Tune in to hear why rapidly falling token prices, constant hardware upgrades, and increasingly debt-funded data centers may make it extraordinarily difficult for investors to earn adequate returns. We also cover whether OpenAI and Anthropic can move up the software stack, what might cause the investment cycle to collapse, China’s competing approach, and what AI could look like after the bubble bursts. Hit play for a clear-eyed debate about whether transformative technology can still produce a disastrous investment cycle. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ironwall.com/BIGTECHNOLOGY and request a free Risk Assessment to see exactly how exposed your executives are. Learn more about your ad choices. Visit megaphone.fm/adchoices

Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick

M.G. Siegler from Spyglass is back for our Montly discussion of the latest tech news. We cover: 1) Demis Hassabis steps down as DeepMind CEO (Alex solo) 2) Apple's memory crunch 3) Should Apple have known better? 4) Will iPhone prices go up? 5) How much can Apple raise prices without losing sales 6) Does that eventually hurt its services business? 7) Microsoft is spending less on AI... but there's an interesting wrinkle 8) How much cloud growth is driven by OpenAI and Anthropic? 9) The divisions within Google's AI division 10) Can Google get it together? --- 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=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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, Apple, Nvidia, and SpaceX. We also cover the risk of an investment-timeline mismatch, the value of AI talent and proprietary chips, and whether building artificial intelligence could change religion and spirituality. Hit play for a cool-headed examination of the enormous financial and strategic bets shaping the future of AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day

Reed Albergotti from Semafor is back for our weekly discussion of the latest tech news. We cover: 1) Why Leopold Aschenbrenner’s Situational Awareness Hedge Fund 2) Leopold's connections to effective altriusm and how they played into the picture 3) Does EA lead to unacceptable risk taking? 4) What Leopold actually traded 5) What's left of Situational Awareness 6) OpenAI cuts prices as much as 80% 7) Does an AI price war drive everything to zero? 8) Nvidia invests $5 billion in Ilya Sutskever's SSI 8) Microsoft crushes earnings and has the biggest market cap gain ever 9) Amazon crushes earnings too 10) Google rebounds 11) Apple's memory fears and long term risks --- 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=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

How China Caught U.S. AI — With Grace Shao

Grace Shao is the author of AI Proem. Shao joins Big Technology Podcast to discuss how Chinese AI labs have caught their American rivals despite operating with less advanced computing infrastructure. Tune in to hear how talent, specialization, open-source collaboration, and fierce competition helped models like Kimi K3 approach the U.S. frontier, and what that means for OpenAI, Anthropic, and the business of selling intelligence. We also cover model distillation, China’s compute constraints, the growing importance of AI products, why top researchers are returning to China, and the country’s emerging robotics advantage. Hit play for a clear-eyed look at whether the United States can preserve its AI lead. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Watch the full documentary here: https://www.gravitee.io/ai-agent-documentary Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Stop online threats before they become real-world attacks. Visit ⁠ironwall.com/BIGTECHNOLOGY⁠ and request a free Risk Assessment to see exactly how exposed your executives are Learn more about your ad choices. Visit megaphone.fm/adchoices