Big Technology Podcast

Alex Kantrowitz is the host of Big Technology Podcast. Today he joins for a solo episode digging into the news that Nvidia CEO Jensen Huang, the head of the world’s second largest company and the backbone of the AI buildout, has admitted to an affair with a woman that U.S. intelligence believes is a Chinese spy. His board is unsure whether Nvidia‘s or U.S. state secrets were compromised, and has opened an investigation. So today, we dig into what happened and what's next.
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The midterms impact on AI 2) Why the market struggles to trade AI in a normal way 3) Will the AI vision ever be realized as planned after this week? 4) A simple theory of the case on the AI trade 5) If datacenters are banned, do AI labs make tradeoffs in training, inference, or safety? 6) Will Anthropic's IPO still go on as planned? 7) Can the AI labs help turn around datacenter unpopularity 8) Is Anthropic getting close to RSI? 9) Who did better: The polls or prediction markets 10) An homage to Alex's special, temporary red chair

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Teddy Schleifer is a New York Times reporter who covers billionaires and their influence on politics. Schleifer joins Big Technology Podcast to discuss what the Democrats’ midterm sweep means for the AI buildout. Tune in to hear why voters are turning against data centers and how much a Democratic Congress can do to slow their construction with Trump still in the White House. We also cover the prospect of tech CEOs facing subpoenas, what the election means for Elon Musk, and California’s proposed billionaire tax. Hit play for an emergency episode on what happens when Silicon Valley embraces a president and voters give the other party control of Congress.
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech earnings go terribly 2) The market punishes the Magnificent 7 (except Microsoft) 3) Is Wall Street done with the AI trade? 4) Meta overtakes Google in ad revenue 5) Is being good at AI a curse for your flagship business? 6) Google and Reddit's weird relationship 7) The Amazon Bee Frontier 8) Dating with the Bee Frontier 9) Ranjan's Anthropic S-1 takeaways 10) Is the Anthropic compute math weird? 11) AI costs are dropping 12) Golden Goose or Golden Egg? Let's dress up for halloween.

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Ethan Mollick is a professor at the Wharton School and author of Coexistence: The Next Phase of AI. Mollick joins Big Technology to discuss why AI's remarkable advances haven't yet translated into massive productivity gains across the economy. Tune in to hear why companies need to fundamentally rethink how they operate to unlock AI's full potential, where businesses are already seeing returns, and what organizational transformation could look like. We also cover whether AI development will hit a wall, the rise of personal AI agents, the future of jobs, robotics, education, and the risks of giving AI access to our private information. Hit play for a spirited conversation about what it will take for AI to truly transform the economy and our everyday lives.

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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

You can find the book here: https://www.amazon.com/Co-Existence-Next-Phase-Ethan-Mollick/dp/B0H2GJJVDW/
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