Big Technology Podcast

Vlad Tenev is the CEO and co-founder of Robinhood. He joins Big Technology Podcast to share what's happened to meme stock traders after the meme stocks. We talk about how the company's 23 million members are adjusting to a challenging investment environment after riding the zero interest rate investment environment. We also discuss about how Robinhood is evolving, providing retirement services and working on a credit card. And Tenev addresses some controversial areas like margin trading and payment for the order flow. Tune in for the second half where we talk crypto, AI, trading on the Vision Pro, and inflation. You'll come away from this sub-60 minute conversation with deep knowledge of the state of fintech and investing today.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Why nude Taylor Swift deepfakes could be a problem for generative AI 2) Whether the technology slows due to this Taylor Swift episode 3) Google's latest video generator, Lumiere 4) Are Generative AI margins lower than software margins? 5) Why tech layoffs are happening at a time when tech stocks are hitting all-time highs 6) Are media layoffs a result of generative AI? 7) Are tech investors overexuberant? 8) Why canceling Amazon Prime is easier than you might imagine.

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Joelle Pineau is the head of Meta's AI Research division. She joins Big Technology Podcast to discuss the company's recent proclamation that it intends to build Artificial General Intelligence, digging into how we get there and why it feels it must. In a wide-ranging discussion, we cover the latest research trends, the company's open-source practices, what actual products developers have been built with AI, video generation, and the reasons why NVIDIA chips are so in demand. Tune in for a deep dive into the world's most crucial technology from someone directing one of its most important research labs.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Satya Nadella on the state of Microsoft’s partnership with OpenAI 2) Satya Nadella on OpenAI’s governance 3) Sam Altman on OpenAI’s potential for a big breakthrough this year 4) Altman on whether AI will replace jobs 5) How Generative AI will factor in politics this year, and whether it will actually be a big problem 6) The threat of video deepfakes 7) HeyGen’s translation of Argentina president Javier Milei’s speech 8) Google's latest layoffs 9) Does Google have a worsening culture problem? 10) Meta buying 350,000 NVIDIA h100 chips.

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Kyle Chayka is a New Yorker staff writer and author of FILTERWORLD: How Algorithms Flattened Culture. Chayka joins Big Technology Podcast to talk about his book — which debuts this week — and dig into whether algorithms really do make our culture flatter. In this spirited conversation, we interrogate the role of algorithms in society, ask how they reflect in the real world, and ponder how products would be redesigned to take back control. Stay tuned for the second half, where we discuss Chayka's story on people falling in love with AI bots.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Bill Ackman’s crusade against Harvard & Business Insider 2) Why you shouldn’t plagarize 3) Was Ackman’s wife fair game for reporting 4) Whether Axel Springer should’ve gotten involved 5) Carta ending secondary share sales 6) SEC’s hacked tweet ahead of Spot Bitcoin ETF 7) Bitcoin’s price drop 8) Rabbit wins CES 9) Quora raises $75 million for a new chatbot 10) Is Apple helping Meta?

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Albert Wenger is a partner at Union Square Ventures, and author of The World After Capital. He joins Big Technology Podcast for a frank conversation about whether AI will lead to job loss and what to do about it. In an unusual setup, the journalist in this conversation (Alex) argues that we have less to worry about AI automating jobs than the popular narrative, and the VC (Wenger) makes the case that it will definitely happen and how we should adjust. Stay tuned for the second half where we discuss Wenger's five year experiment with UBI.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Whether generative AI is a feature or the underlying tech of new powerful applications 2) Robin AI's recent fundraising 3) Big Technology's latest piece on Snapchat+ 4) Jeff Bezos investing in perplexity AI 5) Google execs investing in a Gen AI search competitor 6) Microsoft copilot app debuts 7) Microsoft and OpenAI's weird competitive dynamic 8) Can Web3 still happen? 9) The implications of bitcoin's recent price rise 10) Pig butchering crypto scams 11) Substack's baffling position toward nazis 12) Peloton patterns with Tiktok 13) Crypto CEO was totally fake

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Meredith Whittaker is the President of Signal and chief advisor to the AI Now Institute. She joins Big Technology Podcast for a lively discussion about the state of Google, whether AI is for real or a marketing gimmick, whether the online advertising business model is ethically broken, and the state of the Signal messaging app. Stay tuned for the second half, where we discuss the mysterious nature of Telegram. And enjoy the cool-headed arguments throughout.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) The New York Times' Lawsuit against OpenAI 2) Whether the Times' case stands a chance 3) How the lawsuit will change perceptions of AI 4) How it will also create a strange realignment of the tech culture war 5) Will the New York Times build its own ChatGPT? 6) How much does news really contribute to AI? 7) Who is really at fault when a model generates copyrighted material? 8) Is AI in a trust crisis? 9) Where The Apple Watch ban goes from here 10) Big Tech's year of accountability 11) Is it safe to count on the vision pro 12) Amazon's big advertising move in prime video 13) Snapchat+ is the first successful consumer AI product 14) Year end predictions and thanks!

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Vera Bergengruen is a senior correspondent at Time. She joins Big Technology Podcast after a recent trip to Ukraine, where she reported on how Palantir and Clearview are putting their technology in the Ukrainians’ hands, and using the war as a way to enhance their offering. We also discuss how Ukraine is embracing the moment and positioning itself as a military tech powerhouse with plans to export what it’s learned.

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Casey Newton is the editor of Platformer and co-host of Hard Fork. He joins Big Technology Podcast for our annual look back and forward at the year that was and the year to come. In this episode, we both go through our standout moment from 2023, then make predictions on Gemini, GPT-5, the future of Google Search, Apple’s Vision Pro, X vs. Threads, Falling in love with bots, autonomous driving, and plenty more. Tune in for a fun lively discussion to close out 2023.  

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Scott Belsky is the chief strategy officer and executive vice president of design and emerging products at Adobe. He joins Big Technology Podcast to examine the impact of generative AI on creativity. In this interview, we discuss whether AI homogenizes creativity or creates more possibilities. We talk about how Adobe is baking it into its products with generative fill. We also discuss creative attribution for images used to train generative AI models and how friction is actually good. Tune in for one of the most fascinating discussions on the podcast in 2023.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Alex’s meeting with Sam Altman 2) Publishers using AI to rip off other articles and getting caught 3) The impressive performance of Anthropic’s Claude 4) SI fires execs after AI scandal 5) Is Generative AI good for news? 6) Did Twitter destroy news? 7) Uber finds profitability by squeezing drivers 8) Uber drivers trying to circumvent the system 9) Why can’t Lyft capitalize on Uber’s practices 10) Tesla’s autopilot recall 11) Why we need a new word for recall 12) Epic’s win vs. Google 13) Apple’s increasing service fees 14) Timeshare presentation at Vegas 15) The Sphere! 16) NVIDIA’s rich employees don’t want to work as hard 17) NVIDIA’s competitive threats 

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Pat Gelsinger is the CEO of Intel. He joins Big Technology Podcast to discuss how the AI chip war is playing out and why it's growing more competitive. In this episode, we break down the various components of the chip business, the difference between CPUs and GPUs, who's ahead in the AI chip war, NVIDIA's underrated weakness, and why Intel is getting back into the foundry business after a couple of failed attempts. Tune in for a vibrant, deep discussion of the state of the AI chip business and the state of Intel's comeback.

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See how Intel is bringing AI Everywhere on Thursday, December 14 at 7:00 – 8:00 a.m. PST / 10:00 – 11:00 a.m. EST for a keynote featuring CEO Pat Gelsinger and other Intel leaders livestreamed on the Intel Newsroom. 

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Jessi Hempel is the host of Hello Monday and a senior editor at large at LinkedIn. Today, we're running a crossover episode where we talk about the future of AI, self-driving cars, social media, and tech media. This is a fun, timely episode that covers many of the themes we speak about regularly on Big Technology Podcast. And I think if you like this show, you’ll also love Hello Monday, which you can find in your podcast app of choice. 

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Google releases its Gemini large language model 2) Why Gemini is a win for Google 3) Google’s deceptive Gemini marketing campaign 4) Why Google felt compelled to exaggerate 5) Which data sets add value to LLMs after the commodify 6) Spotify lays off 1,500 6) The economy is still on shaky footing, especially for companies with prolonged covid hangovers 7) George Santos may just save Cameo

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Dan Ives is the managing director and senior equity research analyst at Wedbush Securities. He joins Big Technology Podcast for a broad discussion of the state of tech today. We cover: 1) Tech's November rally 2) Whether generative AI is Big data 2.0 3) Microsoft winning 80-90% of big AI deals 4) The state of Apple 5) How analysts like Ives estimate iPhone sales 6) The state of Tesla 7) Rivian's pickup truck 8) The Cybertruck's chances 9) 2024 Predictions 10) Elon Musk's future at X 11) Bitcoin madness returns.

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Louise Matsakis is a reporter at Semafor covering AI. She joins us for our weekly discussion of the latest tech news. We cover: 1) ChatGPT getting lazy 2) The commoditization of AI companies 3) Anthropic’s unique board governance 4) Anthropic’s EA connections and the state of EA 5) Amazon’s Q chatbot 6) Elon Musk tells advertisers to F themselves 7) The drawbacks of brand safety puritanism 8) The Cybertruck is here. 9) Jack Ma appears in public for the first time in years.

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Molly White, Ryan Broderick, and Deepa Seetharaman join Big Technology Podcast to dive deep into the Effective Altruism (EA) vs. Effective Accelerationism (e/acc) debate in Silicon Valley that may have been at the heart of the OpenAI debacle. White is a crypto researcher and critic who writes Citation Needed on Substack, Broderick is an internet culture reporter who writes Garbage Day on Substack, Seetharaman is a reporter at The Wall Street Journal who covers AI. Our three guests join to discuss who these groups are, how they formed, how their influence played into the OpenAI coup and counter-coup, and where they go from here.

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Malcolm Ethridge is the executive vice president at CIC Wealth a CNBC Contributor, and the host of the Tech Money Podcast. He joins for our weekly discussion of the latest tech news. We cover: 1) OpenAI's 'worrying' Q* breakthrough 2) Whether Sam Altman is in danger of being fired again 3) Where's Google Gemini? 4) Google's culture struggles 5) Binance CEO CZ pleads guilty 6) Is Binance the next FTX? 7) Is Coinbase toast? 8) Bitcoin's future 9) Cruise CEO Kyle Vogt's resignation 10) Is Cruise toast? 11) Jack Dorsey ends PIPs at Block 12) State of the market and how to read it.

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Aaron Levie is the CEO of Box. He joins Big Technology Podcast to look forward at the AI field now that OpenAI CEO Sam Altman has returned. In this episode, we discuss: 1) Whether this is good for the AI field 2) Should we actually be concerned with Ai safety? 3) Whether the saga is over? 4) How companies are insulating themselves in case of further eruptions 5) The downsides of switching off of OpenAI 6) Does the open source movement rise now? 7) Can OpenAI still lobby effectively with a new board? 8) The EA vs. e/acc fight 9) How Sam let this happen

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Dan Primack is the business editor at Axios and author of the daily Axios Pro Rata newsletter. He joins Big Technology Podcast to break down ex-OpenAI CEO Sam Altman's apparent move to Microsoft, whether he'll stay there, how the board structure enabled this, and how the competitive balance in the AI field shifts now. Stay tuned for the end, where we rate winners, losers, and a bold prediction from Primack.

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A quick solo podcast on what we know about OpenAI firing CEO Sam Altman with Big Technology host Alex Kantrowitz. Tune in for a discussion of what might've happened, how it happened, why it happened, how it impacts OpenAI moving forward, and how it shuffles the competitive balance in the AI field moving forward.

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OpenAI fired CEO Sam Altman today, a stunning move that will reshape the AI wars and open new avenues for its competitors. Sharon Goldman, Senior AI writer at Venturebeat, joins us for an emergency podcast to discuss the news, and what comes next.

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Reed Albergotti is the tech editor at Semafor. He joins Big Technology Podcast to break down the week's news. We cover: 1) Xi Jinping’s visit to San Francisco 2) Why the U.S. And China relationship is softening 3) How AI technology is at the center of the thawing 4) How San Francisco cleaned itself up for Xi’s arrival 5) Sideshows 6) Web Summit update 7) Conversation with Chinese media 8) Stability AI audio chief leaves over copyright issues 9) Microsoft’s underwhelming Ignite event 10) Time to be concerned about Google’s Gemini? 11) Github co-pilot is profitable 12) Bin Laden surging on TikTok

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Cathy Edwards is the VP of Search at Google. Edwards joins Big Technology Podcast to break some news about Google's two newest search features, including a more personalized experience called Follow and a labs product called Notes that allows users to leave feedback on search results. We also cover the state of Google's Search Generative Experience and how the company feels about SEOs after the latest controversy. Tune in for a deep, fun conversation about the cutting edge of Google's most important product, with insights on its latest features.

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From the interview, here's quick note of clarification: Google's new Notes experiment does not currently impact rankings, and the company doesn't have imminent plans to change that.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Technology Podcast hits 1 million downloads 2) OpenAI's developer feels looks like Apple 3) Building GPT bots with no code 4) OpenAI promises to pay for legal defense of copyright lawsuits 5) Andreessen Horowitz says copyrighted material is key to billions in value 6) Is "The Pin" the next smartphone? 7) Wait, are we buying the Pin? 8) The Pin's cool features 9) Elon Musk's AI is out 10) Is Microsoft's close knit relationship with OpenAI a bigger strength than realized? 11) Cruise recalls 950 robotaxis 12) Have we reached Peak subscription? 13) Ranjan's lessons about subscription at the FT 14) Our new idea for podcasts on the PIN

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Rob Copeland is the author of The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend and a New York Times reporter. He joins Big Technology Podcast to discuss his new book, offering a revealing look at Dalio's business success and the making of his legend. We talk extensively about Dalio's Dot Collector tool, which allowed his employees to rate each other in real-time on attributes like believability. Then we ask why so many would subject themselves to this type of workplace, and whether the tool actually worked.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) SBF's conviction 2) Whether FTX will cover the full shortfall 3) Why OpenAI is more vulnerable than many think 4) Google's forthcoming Gemeni model 5) Where the real value in generative AI will land 6) Google's $2 billion Anthropic investment 7) Rebellion against AI doomers 8) Sovereign wealth funds investing in AI? 9) Jeff Bezos moves to Miami 10) The FTC's new revelations about Amazon 11) The Ozempic effect 12) Ozempic's TAM.

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Tekedra Mawakana is the Co-CEO at Waymo. She joins Big Technology Podcast to discuss the company's new partnership with Uber, which is making Waymo's driverless cars available through its app. We also discuss the safety of driverless vehicles, food delivery, Waymo's place within Alphabet, when these cars will drive on icy roads, the potential for driverless trucking, and more. Tune in for a revealing conversion with one of self-driving's top leaders.

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Gaurav Nemade was the founding product manager on LaMDA, Google's ChatGPT predecessor that never shipped. He explains why the product got stuck at Google in this first-ever episode of the new Big Tech War Stories podcast. This new show from Big Technology is available to premium subscribers and is debuting free on the Big Technology Podcast feed today. You can access the Big Technology launch special and get 50% off the monthly price here: https://bit.ly/bigtechnology or just visit bigtechnology.com.

We return to our regularly scheduled Big Technology programming on Wednesday as Waymo Co-CEO Tekedra Mawakana stops by for an interview. Thanks for listening!

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Ranjan's Taylor Swift costume 2) The broader picture on Big Tech earnings 3) Amazon's impressive earnings beat 4) Investor metaphysics 5) Microsoft's AI uplift 6) Tesla's lower margins 7) Meta's impressive revenue and user growth 8) Meta's TikTok clone is working. 9) SBF takes the stand 10) Cruise pulls its self-driving cars off the road 11) That's good? 12) Mark Zuckerberg vs. Sam Altman

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Brian McCullough is the host of Techmeme Ride Home and general partner of the Ride Home Fund. He joins Big Technology Podcast for a deep dive into the week's news and a fresh announcement from Big Technology. We cover: 1) Big Technology Premium 2) The state of Big Tech at the end of a year-end that started with layoffs 3) Is self-driving tech's biggest story this year? 4) Who is winning the AI battle among the incumbents? 5) What happened to crypto 6) Apple's new Super Scary event on 10/30

You can subscribe to Big Technology Premium for 25% off at https://bit.ly/bigtechnology or at bigtechnology.com

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) A quick review of Michael Lewis' SBF book 2) The impact of effective altruism on the tech industry 3) Why Apple and Jon Stewart are parting ways 4) China's Belt and Road Forum 5) How a multipolar world impacts Apple 6) Marc Andreessen's Techno-Optimism manifesto 7) Max Read's rebuttal to the manifesto 8) Twitter to charge $1 to some users for essential features 9) Twitter users decline since Musk took over, according to new data 10) A new era of misinformation in the middle east

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Molly White is a crypto researcher and critic. She joins Big Technology Podcast to break down the latest in the U.S. case against ex-FTX CEO Sam Bankman Fried. In this episode, we go through the charges, the defense, and the likely outcome. Stay tuned for the second half, where we discuss how SBF pulled this off, his ties to the 'effective altruism' movement (and what happens next for that cause), and where crypto goes from here.

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Reed Albergotti is the tech editor at Semafor. He joins Big Technology Podcast to break down the week's news. We cover: 1) Whether social media is useful during times of crisis. 2) Cancel culture "switcheroo" 3) The value of free speech in conflict 4) Is social media a moderating force after all? 5) Do we actually want news on Threads? 6) NPR leaves Twitter and finds it didn't matter 7) Reflections from the SBF trial 8) Is Apple building a search engine 9) OpenAI puts building human-level intelligence at the top of its value list 10) Wait, did we already reach AGI? 11) The impact of the AI 'pause' letter, six months later.

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Christopher Leonard is the author of The Lords of Easy Money: How the Federal Reserve Broke the American Economy. Ranjan Roy is the author of Margins. Both join Big Technology Podcast for a special episode where we dig into the Federal Reserve's outsized role in the economy, how its recent moves may send asset prices spiraling, and whether we're heading toward a financial crisis as a result. Tune into a timely and important episode as the Fed's aggressive interest rate shock is starting to broadly reverberate.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Plans to attend the SBF Trial 2) Welcome to Compound and Friends listeners 3) The legal case against SBF 4) The environment in the court 5) How SBF might win? 6) Michael Lewis update 6) Over 40% of Amazon users now use Temu 7) Blue Apron, once valued at $2 billion, sold for $103 million 8) Anthropic's potential $2 billion raise from Google 9) Should we use AI for therapy 10) Brief update on Twitter numbers.

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Taylor Lorenz is a technology columnist at the Washington Post and author of Extremely Online: The Untold Story of Fame, Influence, and Power on the Internet. She joins Big Technology Podcast to discuss her book, exploring the tradeoffs of life as an online influencer, and whether people have a choice to pursue power online. Stay tuned for the second half, where we discuss Lorenz's various controversies, including her view on content moderation, and then close with a discussion of why the internet is less fun than it once was.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Meta Connect, and Zuck's new vision for the Metaverse 2) Whether the Metaverse finally makes sense now 3) Alex's first purchase on Temu 4) Your questions + audio quality issues 5) TikTok takes center stage in the Republican debates 6) Twitter CEO Linda Yaccarino's poor performance at Code 7) Did Yaccarino get sandbagged? 8) Amazon's new Anthropic deal, worth up to $4 billion 9) Our interview with Bill Kovacic, ex-FTC Chairman, on the Amazon case.

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Vanessa Otero is the CEO of Ad Fontes Media. The company rates publications based on their biases, and allows advertisers to concentrate their spending in news media that may disagree, but isn't so wildly biased it loses rooting in reality. Listen for a conversation about the ad industry's broad defunding of news, what it would take to return that money, and why artificial intelligence might help scale the efforts of Ad Fontes' human news raters.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) An update on our Yahoo episode quest 2) A recap and further analysis of Airbnb Brian Chesky's appearance on the podcast 3) Recent tech IPOs falling back to earth 4) The broader market's downturn and the chance of a recession 5) Jack Dorsey's Return to Square 6) The success of Snapchat+ 7) Generative AI announcements from Amazon, Google, and Microsoft 8) Does Generative AI take off in enterprise settings first? 9) The rise of CleanTok.

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Brian Chesky is the CEO of Airbnb. He joins Big Technology Podcast for an in-depth discussion covering Airbnb's product, business, culture, and roadmap. In the first half, we cover a series of product improvements the company is rolling out, breaking news on the state of cleaning fees, verified listings. and more. In the second half we go deep into how Airbnb builds its products, how it impacts neighborhoods, and the fallout of New York's new restrictions on the company. Tune in for a deep, unique, and compelling interview with one of tech's most well known CEOs.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) The return of tech IPOs 2) Is Arm's stock bounce really a good sign? 3) How Instacart is looking ahead of its IPO 4) Why every business is an ad business now 5) Our forthcoming interview with Airbnb CEO Brian Chesky 6) Google's antitrust case 7) Tom Brady's new job with Delta 8) Why we're buying the iPhone 15

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Kristi Coulter worked at Amazon for twelve years and is the author of the new book, Exit Interview: The Life and Death of My Ambitious Career. She joins Big Technology Podcast to discuss the state of Amazon today: What is it? Who should be leading it? Where's the culture going? Then, she discusses her experience at the company, which she details in depth in the book. We talk about the paranoia within the company, the difficulty Amazon employees have switching jobs, why she stayed, and everything she wishes could've said at the exit interview that never happened.

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Walter Piecyk is a partner at LightShed Partners and GP at LightShed Ventures. He joins Big Technology Podcast for a special episode looking entirely at Apple as the company lost $200 billion in market cap this week. In this episode, we break down Apple's entanglements in China, its expensive share price, and what to expect with next week's iPhone 15 launch. Stay tuned for the second half where we discuss Charter's dispute with ESPN at the end.



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Sridhar Ramaswamy is the co-founder of Neeva, SVP at Snowflake and former SVP at Google. He joins Big Technology Podcast to reflect on the strange year Google’s had in 2023, working on the fly to reimagine search and ship faster than it was initially comfortable with. In this episode, Ramaswamy delivers deep insights on the future of search, generative AI, and how his former employer will adapt in these times. Stay tuned for the second half where Ramaswamy candidly discusses his search competitor Neeva, why he sold it to Snowflake, and what the two companies hope to accomplish together.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Disney stock hitting a ten year low 2) The rise of white noise podcasts 3) Google's new Duet AI that attends meetings for you 4) Everyone returns to office 5) Commercial real estate bust looms? 6) Ranjan's report from San Francisco 7) An excerpt from Walter Isaacson's new Elon Musk book 8) Fidelity marks up Twitter 9) Meta promotes Threads in Instagram 10) The Metaverse gets legs!

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Colin Murdoch is the chief business officer at Google DeepMind. He joins Big Technology Podcast for a conversation about artificial general intelligence, discussing why we want to get there at all, and what the path looks like. We also discuss DeepMind’s merger with Google Brain, how pursuing the AI business changes Google, and how DeepMind’s AlphaFold AI is revolutionizing the healthcare space. Tune in for a dynamic conversation with one of the world's leading AI executives.

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