Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Why AI-video didn't take off 2) Who wins now that OpenAI is shutting down Sora 3) The real reason OpenAI shut down Sora 4) What happens now that OpenAI and Anthropic are competing for similar AI assistant customers 5) Anthropic's new 'Capybara' model class is coming 6) OpenAI has a big new model called Spud in the works 7) Apple's Siri fix isn't much of a fix at all 8) Meta and Youtube lose a precedent-setting court case 9) Should Big Tech be liable for teen mental health? 10) Tech stocks tank 11) OpenAI shelves ChatGPT adult mode, probably forever --- 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

U.S. Senator Mark Warner is a three-term Virginia senator and vice chair of the Senate Intelligence Committee. Senator Warner joins Big Technology to discuss whether Washington is prepared for the economic and societal disruptions of rapidly advancing AI. Tune in to hear why Warner believes recent college graduate unemployment could surge from 9% to 30% and why he's more frightened than reassured about Congress's ability to respond at speed. We also cover the Anthropic-Pentagon relationship, AI romantic relationships, data center opposition polling, and the ongoing battle over congressional stock trading. Hit play for a rare conversation with one of the few senators who actually understands what's at stake. --- 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

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI leadership says no more side quests 2) The company is focusing on enterprise and coding 3) Does this mean consumer AI is dead? 4) OpenAI's new focus era 5) Why OpenAI is building a Superapp 6) OpenAI partners with the consultants 7) Most first time AI buyers are choosing Anthropic 8) Nvidia CEO Jensen Huang says those who use AI to cut jobs lack imagination 9) The Metaverse is dead, or is it? 10) Jeff Bezos is raising $100 billion to automate industrial work 11) Do you dry chat? --- 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

Andrew Ross Sorkin is an anchor at CNBC, columnist at The New York Times, and author of 1929, a bestselling book about the worst market crash in history. Sorkin joins Big Technology Podcast to discuss whether AI achieving its potential could lead to a similar crash, either via a labor shock or the disruption of software. Stay tuned for the second half where we discuss private credit risks, prediction market gambling, and the SpaceX IPO. Hit play for a dynamic conversation about where AI could lead, and its potential economic benefits or consequences. --- 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 Chapters: 0:00 Introduction 3:37 Could AI's Success Cause a Market Crash? 7:02 The Mass Unemployment Question 34:39 Private Credit Explained 39:09 Private Credit Alarm Bells 42:43 The AI Debt Risk 47:14 The Prison of Financial Mediocrity 54:38 Could We Have a 1929-Scale Crash? 56:11 Fed Independence 1:03:08 The SpaceX IPO Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Backlash against AI & specifically Sam Altman's comments about AI as a utility 2) Is this because people are worried about AI taking their jobs? 3) NBC poll shows AI is one of the least popular things in the U.S. 4) YouGov poll shows broadly negative feelings toward AI 5) Pew finds datacenters are very unpopular 6) Consequences of AI's unpopularity 7) Nvidia GTC preview: A rallying cry for AI 8) Could Jensen Huang be the guy that turns this around? 9) Amazon's AI code is messing things up 10) McKinsey's AI tool hacked 11) Meta can't get its act together with Avocado delayed 12) Should Meta's AI use Google's Gemini tech --- 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

Olivia Moore is an AI partner at Andreessen Horowitz. Moore joins Big Technology Podcast to discuss whether startups still have a real shot at competing with the biggest AI chatbots as ChatGPT, Claude, and Gemini grow more capable. Tune in to hear why she believes the AI economy will be more distributed than many expect, where startups can still win, and how agentic products like OpenClaw could reshape software and work. We also cover AI’s image and video app shakeout, chatbot memory, AI companions, enterprise adoption, and what happens to incumbents as every company is pushed to become AI-native. Hit play for a sharp conversation about where value in the AI economy is actually headed. --- 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

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? 10) Or was it a real worry about AI-enabled surveillance? 11) McDonald's CEO's unwitting viral moment --- 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

Michael Horowitz is the former deputy assistant secretary of defense for force development and emerging capabilities at the Department of Defense, and currently a professor at the University of Pennsylvania. Horowitz joins Big Technology to discuss the Anthropic–Pentagon rupture and what it signals about how the U.S. government wants to use frontier AI. Tune in to hear his inside view on how models like Claude actually get deployed in defense workflows, why a contract fight over “mass surveillance” language escalated, and what the trust breakdown says about the future of AI partnerships with the state. We also cover autonomous weapon systems vs. “fully autonomous weapons,” what today’s AI can and can’t do on the battlefield, and how AI is likely to reshape warfare over time. Hit play for a clear-eyed look at where Silicon Valley and the national security establishment collide—and what happens next. --- 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

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss the latest on the Pentagon’s clash with Anthropic, why OpenAI stepped in to take the deal, and what comes next for Anthropic and its CEO Dario Amodei. Tune in to hear what the “supply chain risk” label could mean and AI’s growing role in defense work. We also cover Apple’s rumored trio of AI devices, Siri’s latest delays, and the Netflix–Warner Bros. Discovery deal falling apart as Paramount jumps in. --- 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

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The origins of Anthropic's stare-down with the Pentagon 2) Claude's use in the operation to capture Venezuela president Nicolas Maduro 3) Was Claude really being used for autonomous warfare or mass surveillance, and did the military seek it out? 4) Maybe this is just a culture clash 5) Anthropic's marketing win 6) Should AI be used for autonomous warfare? 7) OpenAI raises $110 billion 8) Is that money real? 9) Block to cut nearly half its staff 10) Can AI be helpful in managing large companies? 11) Another science fiction story leads to a market panic. --- 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