Subvolts take Apple's AI spending, OpenAI/Microsoft's AGI shift, and partnership risks. May 5, 2026 - Business
- Understand strategic AI investment decisions and evolving industry partnerships from major tech players.
This is a solid discussion with a regular tech commentator covering strategic AI decisions from major companies.
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
Audio streams from Alex Kantrowitz. Your place is remembered on this device.
From Subvolts
Summary and analysis by Subvolts editorial, AI-assisted.
Alex Kantrowitz discusses AI spending with M.G. Siegler of Spyglass on the Big Technology Podcast. They examine Apple's AI infrastructure investment strategy, OpenAI and Microsoft's decision to drop "AGI" claims, and potential partnerships. The conversation also touches on the risks in AI development and the status of "Stargate."
This episode talks about whether Apple is spending enough on AI. It also covers if big companies like OpenAI and Microsoft should stop calling their AI "AGI" (super smart AI). People interested in how AI is being built and who is working with whom will care.
This episode offers insights into strategic AI investment, particularly Apple's approach versus competitors. It delves into the evolving narrative around AGI from major players like OpenAI and Microsoft, and explores potential shifts in industry partnerships. Listeners interested in the business and strategic decisions behind AI development, and the current landscape of major AI labs, will find this discussion valuable.
- HostAlex Kantrowitz
- GuestM.G. SieglerSpyglass
- Guest: M.G. Siegler of Spyglass
- Show: Big Technology Podcast
- Length: 61 minutes
- Topics Covered: Apple's AI spending, OpenAI/Microsoft "AGI" claims, "Stargate" status, AI buildout risks.
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss whether Apple made the right decision to hold off on spending a mid-sized country GDP worth of money on AI infrastructure, and whether the company's restraint will continue under incoming CEO John Ternus. We also cover OpenAI and Microsoft scrapping their "AGI" claude and whether Microsoft should've agreed to let OpenAI work with Amazon. We round off with a state of Stargate and where the risk is in the AI buildout. Tune in for a high-energy conversation about AI and tech's most pressing issues.
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- AGI
- M.G. Siegler
- Artificial General Intelligence, or AI that can perform any intellectual task a human can.
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Questions people ask
- What is the discussion about Apple's AI spending?
- The episode discusses whether Apple made the right decision to hold off on spending heavily on AI infrastructure.
- What is the update on OpenAI and Microsoft's "AGI" claims?
- The hosts cover OpenAI and Microsoft scrapping their "AGI" claims and discuss Microsoft's potential agreement for OpenAI to work with Amazon.
Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Alex Kantrowitz.