Big Technology Podcast

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Anthropic's 2026 financial numbers leak, is it slowing down? 2) It's time for the Anthropic S-1 3) Will anything calm the chaotic AI trade ahead of the Anthropic IPO? 5) Coreweave stock falls as AI jitters spread 6) The curious case of the strategically placed recording device at OpenAI 7) Beware the honeypots 8) Ranjan acts out a honeypot 9) Apple's HomeView is promising? 10) The great Food Slop debate --- 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) Meta and Microsoft pull back their Claude plans 2) Are standard models like Muse Spark good enough? 3) Is Anthropic in trouble if its top clients cut back significantly? 4) Downloads have slowed for Claude Code ahead of Anthropic IPO 5) Elon says Grok Bot will use all models, including Anthropic's 6) Is Elon in the Harness Hive (yes) 7) Muse books the wrong doctor 8) Grok Bot leaks Shane Mac's banking details 9) Anthropic bans users who persistently bully Claude 10) Google releases Gemini.... --- 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 is the author of Spyglass. Siegler joins Big Technology to discuss the escalating battle to build the dominant personal AI assistant. Tune in to hear why he thinks Meta’s Muse is surprisingly strong and what will ultimately determine who wins. We also cover Apple’s dark-horse position, Anthropic’s absence from the consumer assistant race, Google’s repeated product missteps, and how AI agents could reshape subscriptions, banking, shopping, and everyday computing. Hit play for a wide-ranging look at the companies fighting to become the AI assistant that runs your digital life. --- 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

Christian Klein is CEO of SAP. Klein joins Big Technology to discuss whether the Saaspocalypse is over and how AI is reshaping the future of enterprise software. Tune in to hear why he believes AI could soon become reliable enough to handle mission-critical business tasks and why SAP still has a moat as models get smarter. We also cover job displacement, reskilling, token spending, cheaper AI models, cybersecurity, and Europe’s tech regulation. Hit play for a wide-ranging conversation about what happens to software when AI gets good enough to run more of the business itself. --- 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

Neal Mohan is the CEO of YouTube. Mohan joins Big Technology to discuss how AI is reshaping what we watch and create on the world’s largest video platform. Tune in to hear how much creative control should go to algorithms, how YouTube plans to handle AI slop, and whether AI answers could take views away from creators. We also cover YouTube’s partnership with Google DeepMind, Netflix’s push into podcasts, NFL Sunday Ticket, and changes to how YouTube counts views. Hit play for an inside look at YouTube’s AI strategy and what it means for the future of entertainment. --- 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

Nate Soares is president of the Machine Intelligence Research Institute and co-author of If Anyone Builds It, Everyone Dies. Soares joins Big Technology to discuss why he believes superintelligent AI could pose an existential threat to humanity. Tune in to hear his case for why increasingly capable AI systems could develop goals humans cannot reliably control, and how that could ultimately lead to humans losing power over the future. We also cover recent examples of AI agents behaving unexpectedly, whether intelligence necessarily leads to greater danger, the limits of current alignment techniques, and why Soares argues for international coordination to slow development. Hit play for a rigorous debate over one of the most consequential and controversial arguments in AI. --- 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

MG Siegler is the author of Spyglass. Siegler joins Big Technology to discuss Apple’s sudden burst of new products and what it means for the company as John Ternus takes over from Tim Cook. Tune in to hear why Apple’s foldable iPhone could reinvigorate the business, how its new hardware strategy marks a departure from the past, and what challenges Ternus will face as CEO. We also cover Google’s shifting AI strategy, OpenAI’s resurgence, Anthropic’s potential IPO, and the increasingly blurry meaning of AGI. Hit play for a wide-ranging look at Apple’s new era and the rapidly changing competitive landscape in artificial intelligence. --- 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 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

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