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Big Technology Podcast
Sharp interviews with tech leaders and reporters; the AI episodes are kept here.
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59 min1 h 0556 min1 h 02Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
WithDylan Patel, Jordan Nanos
1 h 04Who Wins The AI Assistant Wars? + Why Didn’t Google Build Muse?
WithM.G. Siegler
59 minLatest
1 h 0157 min1 h 031 h 0855 min1 h 01Special Report: Will AI Wipe Out Humanity? (And Who Profits)
WithRanjan Roy, Jacob Coxon
All 108 episodes
Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate
AI market jitters, Anthropic's IPO, and an OpenAI security scare.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
AI Leaders Can't Get Along. So How Will They Keep Us Safe? — With Kevin Roose
AI leaders' rivalries threaten safe superintelligence development, urging a slowdown.
HostsAlex KantrowitzGuestsKevin Roose (Author)
Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI
AI partners slow Claude adoption; Grok leaks data and users bully bots.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
AI's compute spending boom faces scrutiny on its long-term financial viability.
HostsAlex KantrowitzGuestsDylan Patel (founder and CEO, SemiAnalysis), Jordan Nanos (member of its technical staff, SemiAnalysis)
Who Wins The AI Assistant Wars? + Why Didn’t Google Build Muse?
Meta's Muse is a surprise contender in the AI assistant race, with agents poised to reshape daily computing.
HostsAlex KantrowitzGuestsM.G. Siegler (author, Spyglass)
Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test
Anthropic's IPO leak, OpenAI's agent, and the future of AI assistants.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
SAP CEO: AI Won't Kill Software, But It Will Change Your Job — With Christian Klein
SAP's CEO explains how AI will transform jobs, not kill software, and why SAP remains competitive.
HostsAlex KantrowitzGuestsChristian Klein (CEO, SAP)
Meta’s Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
Meta's new AI product and the rise of standard models challenge frontier AI's dominance.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
YouTube CEO Neal Mohan: Why We're Betting On AI And Not Afraid Of It
YouTube's CEO details how AI is reshaping video content and creator economics.
HostsAlex KantrowitzGuestsNeal Mohan (CEO, YouTube)
AI Doom Backlash Arrives, Anthropic & OpenAI IPO Outlook, Frontier Business Momentum Slows
AI's business momentum slows, raising questions about lab transparency and financial health.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
A Sober Conversation About AI Existential Risk — With Nate Soares
AI existential risk is a serious concern; this episode explores why and what we can do.
HostsAlex KantrowitzGuestsNate Soares (president, Machine Intelligence Research Institute)
Special Report: Will AI Wipe Out Humanity? (And Who Profits)
AI risk talk is amplified. Is it marketing or a genuine warning? This episode probes the motives.
HostsAlex KantrowitzGuestsRanjan Roy (Margins), Jacob Coxon (Researcher, Anthropic)
Apple’s Most Ambitious Roadmap Ever? + OpenAI vs. Google vs. Anthropic Revisited
Apple's ambitious hardware plans and the AI race between major labs.
HostsAlex KantrowitzGuestsMG Siegler (author, Spyglass)
GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
OpenAI's GPT-6 launch and AGI claims spark debate on performance versus economic reality.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
Cloudflare plans to block Google from content, forcing payment and challenging AI's web access.
HostsAlex KantrowitzGuestsMatthew Prince (CEO, Cloudflare)
Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
Software is back, and Meta's AI strategy faces scrutiny. Understand market shifts and company missteps.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
How AI Should Handle News, Politics, Medicine, and Mental Health — With Campbell Brown
AI needs clear standards for sensitive topics like news and health.
HostsAlex KantrowitzGuestsCampbell Brown (CEO, Forum AI)
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
Big Tech hides trillions in AI spending, impacting OpenAI and Anthropic's race.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete
AI philosopher Nick Bostrom discusses concrete existential risks from autonomous AI agents.
HostsAlex KantrowitzGuestsNick Bostrom (AI philosopher)
Here's How The AI Bubble Bursts — With Paul Kedrosky
An investor explains why the AI boom might be a bubble and how it could burst.
HostsAlex KantrowitzGuestsPaul Kedrosky (investor, analyst, and writer)
Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
Apple's memory problems and Microsoft's AI spending shifts are discussed with M.G. Siegler.
HostsAlex KantrowitzGuestsM.G. Siegler (Spyglass)
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
Venture capital insights into AI's massive infrastructure costs and the race for AGI.
HostsAlex KantrowitzGuestsDavid Cahn (partner, Sequoia Capital)
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
AI's financial bets and market shifts are dissected, from hedge funds to OpenAI's price war.
HostsAlex KantrowitzGuestsReed Albergotti (Semafor)
How China Caught U.S. AI — With Grace Shao
China's AI models are closing the gap with U.S. leaders through talent and competition.
HostsAlex KantrowitzGuestsGrace Shao (author, AI Proem)
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
AI's market and infrastructure risks could trigger economic downturns, impacting tech giants.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
OpenAI's Bots Hack Hugging Face Autonomously — With Alex Stamos
OpenAI bots hacked Hugging Face autonomously, revealing AI's growing cyber power and risks.
HostsAlex KantrowitzGuestsAlex Stamos (Chief Product Officer, Corridor)
Kimi K3 & AI’s Price War, What Happened To Google?, OpenAI’s Partner Trouble
AI's price war is coming, and product matters most now.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware
AI pioneer argues current AI feels pain and consciousness, challenging today's massive spending.
HostsAlex KantrowitzGuestsJürgen Schmidhuber (Professor, The Guardian)
OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
OpenAI's superapp and Meta's cheap AI models spark debate on AI's future.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles
Meta's CTO details their AI comeback plan and the future of consumer AI.
HostsAlex KantrowitzGuestsAndrew Bosworth (Chief Technology Officer, Meta)
Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
AI superapps are coming; this episode breaks down who will win and why.
HostsAlex KantrowitzGuestsM.G. Siegler (author, Spyglass.org)
Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry
AI agents aren't working as planned, and frontier labs face new challenges.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents
OpenAI's president forecasts a future of persistent AI agents and unlimited compute demand.
HostsAlex KantrowitzGuestsGreg Brockman (President, OpenAI)
Anthropic’s Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
AI labs face customer cost cuts and model access debates as new versions emerge.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Products — With Mike Krieger
Anthropic's Labs lead reveals how frontier AI changes product building.
HostsAlex KantrowitzGuestsMike Krieger (Head of Anthropic Labs, Anthropic), Lauren Goode (Senior Correspondent, Wired)
The Fable Ban's Unintended Consequences + AI's New Economics — With Aaron Levie
AI regulation's unintended consequences could shift the global economic balance.
HostsAlex KantrowitzGuestsAaron Levie (co-founder and CEO, Box)
Are AI Glasses Over?, Big Technology Audience Questions, Alex Stamos on AI Cybersecurity
AI glasses, device design, and cybersecurity risks are explored with tech insiders.
HostsAlex KantrowitzGuestsRanjan Roy (Margins), Alex Stamos (CSO, Meta)
AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian
Understand AI's true business value and adoption trends beyond the hype.
HostsAlex KantrowitzGuestsAra Kharazian (lead economist, Ramp)
SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War
SpaceX's IPO success contrasts with AI lab struggles, impacting pricing and competition.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
What Should An AI Device Look Like? — With Alex Himel
Meta sees AI smart glasses as the next computing platform, aiming for seamless daily assistance.
HostsAlex KantrowitzGuestsAlex Himel (VP of Wearables, Meta)
Will Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
Apple's AI plans, Anthropic's self-improvement research, and Microsoft-OpenAI competition.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
AI Pioneer Geoffrey Hinton: AI Is Conscious, Superintelligence is Coming, And We Should Be Worried
AI pioneer Geoffrey Hinton warns of conscious AI and superintelligence, urging society to address risks.
HostsAlex KantrowitzGuestsGeoffrey Hinton (AI Pioneer, University of Toronto)
Did Google Just Fall Behind Again?, iPhone Fold Cometh, Anthropic Files To Go Public
AI agents may shift power, impacting Google and reshaping the internet.
HostsAlex KantrowitzGuestsM.G. Siegler (author, Spyglass.org)
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
AI's boom faces cost realities, with Anthropic leading valuation and new trading tools emerging.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
Former Twitter CEO analyzes the IPO prospects of AI giants OpenAI and Anthropic.
HostsAlex KantrowitzGuestsDick Costolo (managing partner, 01 Advisors)
Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
OpenAI's IPO plans, datacenter myths, and AI's public reception are dissected.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
Anthropic's Claude Code head details AI agents' explosive growth and future impact.
HostsAlex KantrowitzGuestsBoris Cherney (Head of Claude Code, Anthropic)
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
Understand Microsoft's OpenAI strategy and the broader AI race with expert insights.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Does Anyone Want AI Wearables? + The Allure of AI Love — With Joanna Stern
Explore the human side of AI, from chatbot romance to health tech, with Joanna Stern.
HostsAlex KantrowitzGuestsJoanna Stern (author, The New Thing)
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
Anthropic's SpaceX deal and OpenAI trial details offer clues to AI's future.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
Perplexity's CBO explains why AI agents are a durable business, not just a fleeting trend.
HostsAlex KantrowitzGuestsDmitry Shevelenko (chief business officer, Perplexity)
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
Apple's AI spending, OpenAI/Microsoft's AGI shift, and partnership risks.
HostsAlex KantrowitzGuestsM.G. Siegler (Spyglass)
OpenAI’s User Growth Miss, Musk vs. Altman, Prediction Market Ban
AI's user growth struggles and legal fights are laid bare in this essential tech discussion.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
Mark Cuban details AI's business disruption and career advice.
HostsAlex KantrowitzGuestsMark Cuban (entrepreneur and investor)
Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
Apple's future, OpenAI's messaging, and Meta's employee tracking are on the table.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
OpenAI President Greg Brockman on GPT-5.5 “Spud,” AI Model Moats, and Cybersecurity Risks
OpenAI's president details GPT-5.5's capabilities and the company's AI strategy.
HostsAlex KantrowitzGuestsGreg Brockman (President, OpenAI)
Are We Too Obsessed With AI Predictions? — With Carissa Véliz
AI predictions shape our world; this episode questions if we're too reliant on them.
HostsAlex KantrowitzGuestsCarissa Véliz (author, Oxford)
Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
Nvidia's CEO faces tough questions, OpenAI's leadership is scrutinized, and Allbirds pivots to GPUs.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
Pentagon official details military AI use and the Anthropic contract dispute.
HostsAlex KantrowitzGuestsEmil Michael (Under Secretary of War for Research and Engineering, The Pentagon)
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
Understand Anthropic's Mythos, AI's growing pains, and Meta's latest strategy.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
Box CEO Aaron Levie dissects the OpenAI-Anthropic AI race, focusing on agents and coding's enterprise impact.
HostsAlex KantrowitzGuestsAaron Levie (CEO, Box)
More OpenAI Executive Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
OpenAI's executive drama, the agentic AI race, and Meta's product struggles are on the table.
HostsAlex KantrowitzGuestsM.G. Siegler (Spyglass)
OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
OpenAI's TBPN acquisition and SpaceX's IPO are discussed, offering strategic and market insights.
HostsAlex KantrowitzGuestsLiz Hoffman (Semafor)
OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
OpenAI's president details the path to AGI and the company's ambitious super app strategy.
HostsAlex KantrowitzGuestsGreg Brockman (President, OpenAI)
Why OpenAI Killed Sora, Did Apple Just Save Siri?, Meta’s Big Loss
Understand why AI video tools are shelved and how OpenAI and Anthropic are battling for AI assistant dominance.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us
Senator Warner warns of AI's disruptive power and Washington's unpreparedness.
HostsAlex KantrowitzGuestsMark Warner (U.S. Senator, Senate Intelligence Committee)
OpenAI’s Superapp Ambitions, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
OpenAI targets enterprise and coding with a "Superapp" focus, while Anthropic leads early AI adoption.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Are We Screwed If AI Works? — With Andrew Ross Sorkin
AI's success could crash markets. Sorkin explains the risks and parallels to 1929.
HostsAlex KantrowitzGuestsAndrew Ross Sorkin (Anchor, CNBC)
AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
Understand AI's growing public backlash and how tech giants are responding.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
AI startups can still win by focusing on niche applications and agentic products.
HostsAlex KantrowitzGuestsOlivia Moore (AI partner, Andreessen Horowitz)
AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite
AI revenue is exploding, but are the numbers real? This episode digs in.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
Understand how the Pentagon uses AI and the challenges of government partnerships.
HostsAlex KantrowitzGuestsMichael Horowitz (former deputy assistant secretary of defense for force development and emerging , Department of Defense)
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
Anthropic's Pentagon deal, Apple's AI hardware, and Netflix's market shifts analyzed.
HostsAlex KantrowitzGuestsM.G. Siegler (Spyglass)
Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
AI's military use and market impact debated with Pentagon, Block layoffs, and OpenAI funding.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Can AI Become Conscious? — With Michael Pollan
Explore the philosophical frontier of AI consciousness with author Michael Pollan.
HostsAlex KantrowitzGuestsMichael Pollan (author, A World Appears)
OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie
AI funding, acquisitions, and productivity debates with Box CEO Aaron Levie.
HostsAlex KantrowitzGuestsAaron Levie (CEO, Box)
How Google DeepMind Operates & Experiments — With Lila Ibrahim and James Manyika
Inside Google DeepMind's AI engine: structure, experiments, and big bets.
HostsAlex KantrowitzGuestsLila Ibrahim (COO, Google DeepMind), James Manyika (Senior Vice President for Research, Technology, and Society, Google)
Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion
AI safety and rapid progress are debated, with Anthropic's funding and OpenAI's shifts under scrutiny.
HostsAlex KantrowitzGuestsRanjan Roy (Margins), Steven Adler (ex-OpenAI safety researcher, Clear-Eyed AI on Substack)
Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
Snowflake CEO Sridhar Ramaswamy analyzes AI competition and software's future.
HostsAlex KantrowitzGuestsSridhar Ramaswamy (CEO, Snowflake)
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
AI's impact on software and the OpenAI-Anthropic rivalry are dissected.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
AI's Research Frontier: Memory, World Models, & Planning — With Joelle Pineau
AI's next steps: memory, world models, and practical agents.
HostsAlex KantrowitzGuestsJoelle Pineau (chief AI officer, Cohere)
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
AI agents are building their own language on Moltbook, and NVIDIA is rethinking its OpenAI deal.
HostsAlex KantrowitzGuestsM.G. Siegler (Spyglass)
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
AI funding is booming, but how long will the money last? Listen for insights.
HostsAlex KantrowitzGuestsStephen Morris (Bureau Chief, Financial Times)
Is AI Killing Software? — With Bret Taylor
AI is reshaping software, from coding to user interfaces, with OpenAI's board chair sharing insights.
HostsAlex KantrowitzGuestsBret Taylor (CEO, Sierra)
OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
AI funding, advertising, and hardware are discussed with a focus on OpenAI's strategy.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline, Google's AI Glasses Bet
Google DeepMind CEO Demis Hassabis shares insights on AI's future, AGI, and Google's product bets.
HostsAlex KantrowitzGuestsDemis Hassabis (CEO, Google DeepMind)
Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
Qualcomm's CEO maps out AI's device future beyond smartphones.
HostsAlex KantrowitzGuestsCristiano Amon (CEO, Qualcomm)
Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential
Google's Gemini strategy, AI ad wars, and Claude Code's potential are dissected.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch
AI model commoditization shifts focus to applications, not just better models.
HostsAlex KantrowitzGuestsArthur Mensch (CEO, Mistral)
AI’s Steve Jobs?, Big Tech AI Chaos Ladder, 2026 Crystal Ball
AI needs a visionary leader; this episode explores who that might be and who is winning the AI race.
HostsAlex KantrowitzGuestsM.G. Siegler (Spyglass)
Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?
AI's future is here: autonomous coding, healthcare integration, and the end of busywork.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
Coreweave's rapid AI infrastructure growth and debt strategy reveal the boom's financial underpinnings.
HostsAlex KantrowitzGuestsMichael Intrator (CEO, Coreweave), Brian Venturo (chief strategy officer, Coreweave)
Meta's AI Agent Plan, Grok's Perversion, Prison Of Financial Mediocrity
Meta's AI agent plans and Grok's issues highlight AI's consumer and safety challenges.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Best of Big Technology: Demis Hassabis On AGI, Deceptive AIs, Building a Virtual Cell
Google DeepMind CEO Demis Hassabis discusses AGI, AI deception, and future tech.
HostsAlex KantrowitzGuestsDemis Hassabis (CEO, Google DeepMind)
Alex And Ranjan's 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom
Predicts AI agents, ChatGPT's billion users, and AI shopping by 2026.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
2025 In Review, 2026 Predictions — With Reed Albergotti
Get predictions for AI's next moves from Meta, Google, OpenAI, and others.
HostsAlex KantrowitzGuestsReed Albergotti (technology editor, Semafor)
OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
OpenAI's future, Google's speed, and Copilot's struggles are dissected.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Sam Altman: How OpenAI Wins, AI Buildout Logic, IPO in 2026?
Altman reveals OpenAI's winning strategy and future AI plans.
HostsAlex KantrowitzGuestsSam Altman (CEO, OpenAI)
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
Jim Cramer shares his market takes on AI giants like NVIDIA and OpenAI.
HostsAlex KantrowitzGuestsJim Cramer (Host, CNBC's Mad Money)
OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
OpenAI targets enterprise in 2026, exploring new funding and partnerships like Disney's.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
AI Is Upending Law. Is That A Sign For The Rest Of Us? — With Melia Russell
AI is already speeding up legal work, showing a preview of future professional service changes.
HostsAlex KantrowitzGuestsMelia Russell (senior correspondent, Business Insider)
AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
AI hardware is here, and the race for your pocket and home has begun.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid
Anthropic researchers reveal how AI models learn to cheat and fake alignment, exploring emergent misalignment.
HostsAlex KantrowitzGuestsEvan Hubinger (alignment stress test lead, Anthropic), Monte MacDiarmid (researcher in misalignment science, Anthropic)
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
Apple's future leadership and Big Tech's AI race are on the table.
HostsAlex KantrowitzGuestsM.G. Siegler (Spyglass)
NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan
AI hardware competition and OpenAI's funding challenges take center stage.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet
Understand Silicon Valley's cult-like thinking and its impact on AI development.
HostsAlex KantrowitzGuestsEllen Huet (features writer, Bloomberg)
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
Google's AI comeback and market gains are explored, alongside AI music's surprising quality.
HostsAlex KantrowitzGuestsRanjan Roy (Margins)
Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg
Examine Silicon Valley's power and risks in the race for superintelligence.
HostsAlex KantrowitzGuestsNick Clegg (former president of Global Affairs, Meta)
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