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Big Technology Podcast

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The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Alex Kantrowitz, a Silicon Valley journalist who's interviewed the world's top tech CEOs — from Mark Zuckerberg to Larry Ellison — is the host.
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The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Alex Kantrowitz, a Silicon Valley journalist who's interviewed the world's top tech CEOs — from Mark Zuckerberg to Larry Ellison — is the host.
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Episodes

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) ChatGPT used as an insult in the Republican debate 2) Whether Generative AI is leading to real business returns 3) Bing's poor performance vs. Google 4) NVIDIA's blowout earnings 5) NVIDIA's moat 6) ARM's forthcoming IPO 7) Ronan Farrow's new profile of Elon Musk in the New Yorker 8) Government's role in privatization.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) ChatGPT used as an insult in the Republican debate 2) Whether Generative AI is leading to real business returns 3) Bing's poor performance vs. Google 4) NVIDIA's blowout earnings 5) NVIDIA's moat 6) ARM's forthcoming IPO 7) Ronan Farrow's new profile of Elon Musk in the New Yorker 8) Government's role in privatization.

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Sarah Guo is the founder of VC firm, Conviction, and co-host of the “No Priors” podcast. She joins Big Technology to talk about generative AI, where the opportunity for new investment lies, and whether the fears surrounding AI are grounded in reality. She gives us unique insight into what the next round of AI tools might look like, and what the impact on our jobs and lives will be as this tech becomes more accessible and affordable. Stay tuned for the second half where we run down how each Big Tech company is (or isn't) taking advantage of this moment.

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Sarah Guo is the founder of VC firm, Conviction, and co-host of the “No Priors” podcast. She joins Big Technology to talk about generative AI, where the opportunity for new investment lies, and whether the fears surrounding AI are grounded in reality. She gives us unique insight into what the next round of AI tools might look like, and what the impact on our jobs and lives will be as this tech becomes more accessible and affordable. Stay tuned for the second half where we run down how each Big Tech company is (or isn't) taking advantage of this moment.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) How the Zuck v. Musk cage match fell apart. 2) Whether Musk's antics are actually a problem for his business. 3) Why Walter Isaacson writes so positively about his subjects 4) Why Goldman Sachs is running into trouble 5) The issues Goldman is finding with its Apple partnership 6) Ranjan's observations from his trip to Taiwan 7) A bunch of new studies cast new light on social media algorithms 8) Cruise car stuck in the concrete 9) Why you should be able to pick your own 'flavor' of algorithm on social media.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) How the Zuck v. Musk cage match fell apart. 2) Whether Musk's antics are actually a problem for his business. 3) Why Walter Isaacson writes so positively about his subjects 4) Why Goldman Sachs is running into trouble 5) The issues Goldman is finding with its Apple partnership 6) Ranjan's observations from his trip to Taiwan 7) A bunch of new studies cast new light on social media algorithms 8) Cruise car stuck in the concrete 9) Why you should be able to pick your own 'flavor' of algorithm on social media.

---

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Kyle Vogt is the CEO of Cruise, a self-driving car operator owned mostly by General Motors. He joins Big Technology Podcast to discuss self-driving's rapid expansion, explaining why the technology is hitting an inflection point and how quickly these cars are filling the roads. Tune in for a conversation filled with real data and direct analysis of what might be one of the most meaningful technologies developed in our lifetime.

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Kyle Vogt is the CEO of Cruise, a self-driving car operator owned mostly by General Motors. He joins Big Technology Podcast to discuss self-driving's rapid expansion, explaining why the technology is hitting an inflection point and how quickly these cars are filling the roads. Tune in for a conversation filled with real data and direct analysis of what might be one of the most meaningful technologies developed in our lifetime.

---

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Julia Boorstin is a senior media and tech correspondent at CNBC and author of When Women Lead: What We Achieve, Why We Succeed and What We Can Learn. She joins Big Technology Podcast this Friday to break down the week's news. We cover: 1) Linda Yaccarino's message to advertisers 2) X's goal of becoming an "everything app" 3) AI and the Hollywood Strikes 4) Disney's entrance into sports betting. 5) "Streamflation" 6) Julia's book, and the positive financial impacts of female leadership and representation. 7) A preview of the upcoming Code conference.

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Julia Boorstin is a senior media and tech correspondent at CNBC and author of When Women Lead: What We Achieve, Why We Succeed and What We Can Learn. She joins Big Technology Podcast this Friday to break down the week's news. We cover: 1) Linda Yaccarino's message to advertisers 2) X's goal of becoming an "everything app" 3) AI and the Hollywood Strikes 4) Disney's entrance into sports betting. 5) "Streamflation" 6) Julia's book, and the positive financial impacts of female leadership and representation. 7) A preview of the upcoming Code conference.

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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David Risher is Lyft's new CEO. He joins Big Technology Podcast for a frank discussion about his plan to put the company back on the right track after it's spent years languishing. Tune in for a frank discussion of the economics of ride hailing, the reality of leading a company after its founders depart, and Risher's plan to compete in a category that hasn't traditionally been easy to succeed in. We also discuss autonomous driving (but recorded ahead of my recent experience in San Francisco)e. This is Risher's first podcast interview as CEO. Please give it a listen and enjoy!

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David Risher is Lyft's new CEO. He joins Big Technology Podcast for a frank discussion about his plan to put the company back on the right track after it's spent years languishing. Tune in for a frank discussion of the economics of ride hailing, the reality of leading a company after its founders depart, and Risher's plan to compete in a category that hasn't traditionally been easy to succeed in. We also discuss autonomous driving (but recorded ahead of my recent experience in San Francisco)e. This is Risher's first podcast interview as CEO. Please give it a listen and enjoy!

---

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Brian McCullough and Chris Messina are starting a new, $15 million fund for pre-seed through Series A investments in AI companies. They've already raised money from Marc Andreessen, Chris Dixon, and Dennis Crowley and join Big Technology Podcast for a special episode where they share their strategy and the opportunity they're going after. At the core of this question is whether AI companies are worthy of investment or will just be subsumed by larger players. Stay tuned for the second half where we cover AI + Hollywood strikes and AI + warfare.

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Brian McCullough and Chris Messina are starting a new, $15 million fund for pre-seed through Series A investments in AI companies. They've already raised money from Marc Andreessen, Chris Dixon, and Dennis Crowley and join Big Technology Podcast for a special episode where they share their strategy and the opportunity they're going after. At the core of this question is whether AI companies are worthy of investment or will just be subsumed by larger players. Stay tuned for the second half where we cover AI + Hollywood strikes and AI + warfare.

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Sarah Kunst is the managing director at Cleo Capital. She joins Big Technology this week for a recap of the latest tech news. We cover: 1) Self-driving cars, Waymo & Cruise 2) Meta's new personalized chatbots 3) Threads' declining usership 4) Sam Altman's Worldcoin 5) DateMe docs 6) What Stripe's IPO means for the broader market.  


Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com



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Sarah Kunst is the managing director at Cleo Capital. She joins Big Technology this week for a recap of the latest tech news. We cover: 1) Self-driving cars, Waymo & Cruise 2) Meta's new personalized chatbots 3) Threads' declining usership 4) Sam Altman's Worldcoin 5) DateMe docs 6) What Stripe's IPO means for the broader market.  


Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com



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Matt Wood is the VP of product at Amazon Web Services. He joins Big Technology Podcast live at the AWS Summit in New York City for a conversation about Amazon's plan to compete — and thrive — in the AI race. In this conversation, Wood describes Amazon's plan to support all AI models, not just one, and support builders via its computing infrastructure. Tune in for the most extensive comments from Amazon on its AI strategy to date. Stay tuned for the second half were we discuss ethics, company culture, and Jeff Bezos.

You can read Alex's Substack story about the conversation here: Inside Amazon’s Low Key Plan To Dominate AI

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Matt Wood is the VP of product at Amazon Web Services. He joins Big Technology Podcast live at the AWS Summit in New York City for a conversation about Amazon's plan to compete — and thrive — in the AI race. In this conversation, Wood describes Amazon's plan to support all AI models, not just one, and support builders via its computing infrastructure. Tune in for the most extensive comments from Amazon on its AI strategy to date. Stay tuned for the second half were we discuss ethics, company culture, and Jeff Bezos.

You can read Alex's Substack story about the conversation here: Inside Amazon’s Low Key Plan To Dominate AI

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Ranjan Roy from Margins is back in New York for our weekly discussion of the latest tech news. We cover: 1) Snapchat's disappointing earnings 2) The Advertising market's rebound 3) Threads' declining user count 5) Twitter's wonky rebrand to "X" 6) TikTok selling Made in China goods to U.S. users 7) Adobe's AI strategy threatening their core business model 8) The room temperature superconductor 9) Aliens walking among us. 

---

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For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Ranjan Roy from Margins is back in New York for our weekly discussion of the latest tech news. We cover: 1) Snapchat's disappointing earnings 2) The Advertising market's rebound 3) Threads' declining user count 5) Twitter's wonky rebrand to "X" 6) TikTok selling Made in China goods to U.S. users 7) Adobe's AI strategy threatening their core business model 8) The room temperature superconductor 9) Aliens walking among us. 

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Ethan Mollick is a professor at the University of Pennsylvania’s Wharton business school and writes One Useful Thing on Substack. He is one of the world’s foremost researchers on practical applications of generative AI and is an immensely engaging speaker. Professor Mollick joins Big Technology Podcast for a vibrant discussion of how AI changes schoolwork and office work, covering his decision to make his students use ChatGPT in class. Tune in for a insight-packed interview that will illuminate where the field is heading.

---

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Ethan Mollick is a professor at the University of Pennsylvania’s Wharton business school and writes One Useful Thing on Substack. He is one of the world’s foremost researchers on practical applications of generative AI and is an immensely engaging speaker. Professor Mollick joins Big Technology Podcast for a vibrant discussion of how AI changes schoolwork and office work, covering his decision to make his students use ChatGPT in class. Tune in for a insight-packed interview that will illuminate where the field is heading.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Aaron Levie is the CEO of Box. He joins us for a special Friday episode to break down a major week of AI news. We cover: 1) Meta's incentives to open source its Llama 2 AI model. 2) Whether people actually want to interact with chatbots, no matter how well they perform. 3) Why enterprise might be the clearest use case for Ai. 4) Why Apple is developing LLMs and where the project might go. 5) Whether AI companies can actually build moats around their products. 6) Is ChatGPT getting dumber? 7) Levie's view on AI and jobs 8) AI's influence on creativity.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

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Aaron Levie is the CEO of Box. He joins us for a special Friday episode to break down a major week of AI news. We cover: 1) Meta's incentives to open source its Llama 2 AI model. 2) Whether people actually want to interact with chatbots, no matter how well they perform. 3) Why enterprise might be the clearest use case for Ai. 4) Why Apple is developing LLMs and where the project might go. 5) Whether AI companies can actually build moats around their products. 6) Is ChatGPT getting dumber? 7) Levie's view on AI and jobs 8) AI's influence on creativity.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Eugene Wei is a tech analyst and product veteran, with time spent inside Meta, Amazon, and Hulu. He joins Big Technology Podcast for a discussion of social media's longevity, considering how the decay of mainstay platforms changes the incentives to participate. Tune in for a in-depth discussion of social media's longterm trajectory, examining the TikTok algorithm, Threads, Twitter under Musk, and the puzzling persistence of Facebook. In the second half, listen to an engaging lightening round, where Wei comments on the state of his former employers and his longtime friendship with Amazon CEO Andy Jassy.

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Eugene Wei is a tech analyst and product veteran, with time spent inside Meta, Amazon, and Hulu. He joins Big Technology Podcast for a discussion of social media's longevity, considering how the decay of mainstay platforms changes the incentives to participate. Tune in for a in-depth discussion of social media's longterm trajectory, examining the TikTok algorithm, Threads, Twitter under Musk, and the puzzling persistence of Facebook. In the second half, listen to an engaging lightening round, where Wei comments on the state of his former employers and his longtime friendship with Amazon CEO Andy Jassy.

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) The revitalization of Zuck’s image 2) Twitter’s payments to creators 3) Whether Threads has staying power 4) Microsoft, Activision & the FTC’s failure to reign in Big Tech 5) Elon’s new AI company, xAI 6) OpenAI’s Code Interpreter plugin 7) SAG-AFTRA actors joining the writer’s strike, fearing AI's impact.

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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) The revitalization of Zuck’s image 2) Twitter’s payments to creators 3) Whether Threads has staying power 4) Microsoft, Activision & the FTC’s failure to reign in Big Tech 5) Elon’s new AI company, xAI 6) OpenAI’s Code Interpreter plugin 7) SAG-AFTRA actors joining the writer’s strike, fearing AI's impact.

--

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Zach Coelius is the managing partner at Coelius Capital. He joins Big Technology Podcast for a conversation about Threads' real potential, asking whether it's a redux of Clubhouse — destined to fizzle — or a real threat to replace Twitter. In this conversation, we cover Threads' potential, Elon's effort at Twitter, and whether we can really make assessments from the outside. Stay tuned for the second half where we discuss the venture capital environment and how Coelius' investments are performing. We also look at the demise of MediaMath, a once-leading ad-tech company that just went bankrupt.

---

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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com


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Zach Coelius is the managing partner at Coelius Capital. He joins Big Technology Podcast for a conversation about Threads' real potential, asking whether it's a redux of Clubhouse — destined to fizzle — or a real threat to replace Twitter. In this conversation, we cover Threads' potential, Elon's effort at Twitter, and whether we can really make assessments from the outside. Stay tuned for the second half where we discuss the venture capital environment and how Coelius' investments are performing. We also look at the demise of MediaMath, a once-leading ad-tech company that just went bankrupt.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

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Published 2023-07-07

The Threads Explosion — With Alex Heath

40 min
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Alex Heath is a deputy editor at The Verge who's been reporting on Threads from the first row, including an interview with Instagram head Adam Mosseri. He joins Big Technology Podcast to discuss Meta's launch of Threads, discussing who exactly it competes with, what the feed will look like, and the implications for Twitter, Instagram, and TikTok. Join us for a lively conversation about the fastest growing social media app of all time.

---

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Alex Heath is a deputy editor at The Verge who's been reporting on Threads from the first row, including an interview with Instagram head Adam Mosseri. He joins Big Technology Podcast to discuss Meta's launch of Threads, discussing who exactly it competes with, what the feed will look like, and the implications for Twitter, Instagram, and TikTok. Join us for a lively conversation about the fastest growing social media app of all time.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.co,

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Eliot Brown is a reporter at the Wall Street Journal and co-author of The Cult of We: WeWork, Adam Neumann, and the Great Startup Delusion. He joins Big Technology Podcast this week to talk about Big Tech's remarkable stock market comeback and how that's spilling over to VCs, startups, and IPOs. Stay tuned for the second half where we discuss the risks in the commercial real estate market, looking into examples Brown has reported on. We end discussing Evan Gershkovich, a friend and colleague of Brown who is currently imprisoned in Russia.

---

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Eliot Brown is a reporter at the Wall Street Journal and co-author of The Cult of We: WeWork, Adam Neumann, and the Great Startup Delusion. He joins Big Technology Podcast this week to talk about Big Tech's remarkable stock market comeback and how that's spilling over to VCs, startups, and IPOs. Stay tuned for the second half where we discuss the risks in the commercial real estate market, looking into examples Brown has reported on. We end discussing Evan Gershkovich, a friend and colleague of Brown who is currently imprisoned in Russia.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Published 2023-06-30

Amazon vs. Regulators vs. Walmart

52 min
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Jason Del Rey is the author of Winner Sells All Amazon, Walmart, and the Battle for Our Wallets. Matt Stoller is the director of research at the American Economic Liberties Project, and writes the Big newsletter on Substack. Ranjan Roy is the author of Margins. The three guests come together with host Alex Kantrowitz for an in-depth discussion about Amazon's challenges from government regulators and Walmart, and whether government action against the company could have an impact.

---

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Jason Del Rey is the author of Winner Sells All Amazon, Walmart, and the Battle for Our Wallets. Matt Stoller is the director of research at the American Economic Liberties Project, and writes the Big newsletter on Substack. Ranjan Roy is the author of Margins. The three guests come together with host Alex Kantrowitz for an in-depth discussion about Amazon's challenges from government regulators and Walmart, and whether government action against the company could have an impact.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

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David Pogue is a correspondent on CBS Sunday Morning and host of the Unsung Science Podcast. In November 2022, he boarded the OceanGate sub for a voyage just months before it imploded. Pogue joins Big Technology Podcast to share his story. In this interview, he offers a nuanced view of the sub, OceanGate, and its CEO Stockton Rush. We discuss his experience aboard the Titan submersible, his confidence in the safety of the sub at the time, the lessons learned, the merits of risk in the name of exploration, and the media's coverage of the disaster.

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David Pogue is a correspondent on CBS Sunday Morning and host of the Unsung Science Podcast. In November 2022, he boarded the OceanGate sub for a voyage just months before it imploded. Pogue joins Big Technology Podcast to share his story. In this interview, he offers a nuanced view of the sub, OceanGate, and its CEO Stockton Rush. We discuss his experience aboard the Titan submersible, his confidence in the safety of the sub at the time, the lessons learned, the merits of risk in the name of exploration, and the media's coverage of the disaster.

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) The OceanGate Sub 2) Whether we should celebrate or condemn 'risk' 3) The Media's focus on the sub vs. migrant deaths 4) Mark Zuckerberg vs. Elon Musk's impending 'cage match' 5) The Walrus 6) Spotify's podcasting struggles 7) TikTok COO V Pappas leaves the company 8) Reddit's path to conflict

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) The OceanGate Sub 2) Whether we should celebrate or condemn 'risk' 3) The Media's focus on the sub vs. migrant deaths 4) Mark Zuckerberg vs. Elon Musk's impending 'cage match' 5) The Walrus 6) Spotify's podcasting struggles 7) TikTok COO V Pappas leaves the company 8) Reddit's path to conflict

--

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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Bill McDermott is the CEO of ServiceNow, a $113 billion, publicly-traded cloud computing platform that helps companies manage their operations. He joins Big Technology Podcast to discuss his career path, from owning a delicatessen on Long Island to now managing over 20,000 employees. We also dive deep into how generative AI helps companies foster innovation and force businesses to retool their workforces in the coming years. Tune in for a lively conversation with one of the world's most dynamic tech CEOs.

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Highlights:

7:20 Starting off his business career by buying his local delicatessen at 16 years old. 

16:20 Getting his first corporate job at Xerox 

21:20 Lessons from witnessing the start of Xerox’s decline

30:40 What ServiceNow offers

37:00 Does AI lead to job loss?

39:40 Retraining people for the new economic reality

47:50 Bill’s secret for closing deals



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Bill McDermott is the CEO of ServiceNow, a $113 billion, publicly-traded cloud computing platform that helps companies manage their operations. He joins Big Technology Podcast to discuss his career path, from owning a delicatessen on Long Island to now managing over 20,000 employees. We also dive deep into how generative AI helps companies foster innovation and force businesses to retool their workforces in the coming years. Tune in for a lively conversation with one of the world's most dynamic tech CEOs.

----

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Highlights:

7:20 Starting off his business career by buying his local delicatessen at 16 years old. 

16:20 Getting his first corporate job at Xerox 

21:20 Lessons from witnessing the start of Xerox’s decline

30:40 What ServiceNow offers

37:00 Does AI lead to job loss?

39:40 Retraining people for the new economic reality

47:50 Bill’s secret for closing deals



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Sara Fischer is the senior media reporter at Axios and media analyst at CNN. She joins Big Technology Podcast for our weekly discussion of the week's tech news. We cover: 1) The rebellion at Reddit 2) Rampant media job losses 3) The push of ad money to retail 4) Whether we should share our personal information inside ChatGPT and other LLMs 5) Political misinformation via AI generated text and images 6) The cost of always trying to distinguish real from fake 7) The White House's War on Junk Fees.

---

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Sara Fischer is the senior media reporter at Axios and media analyst at CNN. She joins Big Technology Podcast for our weekly discussion of the week's tech news. We cover: 1) The rebellion at Reddit 2) Rampant media job losses 3) The push of ad money to retail 4) Whether we should share our personal information inside ChatGPT and other LLMs 5) Political misinformation via AI generated text and images 6) The cost of always trying to distinguish real from fake 7) The White House's War on Junk Fees.

---

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Bob Muglia is the former CEO of Snowflake, author of THE DATAPRENEURS: The Promise of AI and the Creators Building Our Future, and ex-head of Server and Tools at Microsoft. He joins Big Technology Podcast to discuss the latest in artificial intelligence, including Marc Andreessen's essay — Why AI Will Save The World — and the lessons in his book. We also go deep into the emergence of Azure at Microsoft, which he was present for, and how Satya Nadella was able to push it forward despite the cultural challenges.


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Bob Muglia is the former CEO of Snowflake, author of THE DATAPRENEURS: The Promise of AI and the Creators Building Our Future, and ex-head of Server and Tools at Microsoft. He joins Big Technology Podcast to discuss the latest in artificial intelligence, including Marc Andreessen's essay — Why AI Will Save The World — and the lessons in his book. We also go deep into the emergence of Azure at Microsoft, which he was present for, and how Satya Nadella was able to push it forward despite the cultural challenges.


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Mark Gurman is the chief correspondent at Bloomberg covering Apple. He joins Ranjan Roy and Alex Kantrowitz for a special episode focused entirely on Apple's Vision Pro announcement. We cover: 1) The Vision Pros trajectory over the next five years 2) Whether it will be the future of the computer vs. a complementary media device 3) What the device's impact on society will be 4) Why Tim Cook didn't wear the device at the event 5) Apple vs. Meta 6) The $3,499 price.


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Mark Gurman is the chief correspondent at Bloomberg covering Apple. He joins Ranjan Roy and Alex Kantrowitz for a special episode focused entirely on Apple's Vision Pro announcement. We cover: 1) The Vision Pros trajectory over the next five years 2) Whether it will be the future of the computer vs. a complementary media device 3) What the device's impact on society will be 4) Why Tim Cook didn't wear the device at the event 5) Apple vs. Meta 6) The $3,499 price.


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Astro Teller is the CEO of X, Alphabet's moonshot division. He joins Big Technology Podcast for a taping in front of a live audience at Summit at Sea to discuss the calculations society must make around advancing AI research and how the technology can help the world. Listen for a dynamic discussion that digs into Teller's family history, the current 'moonshots' that X is taking, and whether AI moonshots should've stayed separate from Google for longer.


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Astro Teller is the CEO of X, Alphabet's moonshot division. He joins Big Technology Podcast for a taping in front of a live audience at Summit at Sea to discuss the calculations society must make around advancing AI research and how the technology can help the world. Listen for a dynamic discussion that digs into Teller's family history, the current 'moonshots' that X is taking, and whether AI moonshots should've stayed separate from Google for longer.


Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) Tech stocks consolidating growth in the S&P 500% 2) The 'Asset Market Meltdown Hypothesis' 3) Amazon's entry into wireless. 4) Japan's threat to AI copyright law 5) The lawyer that used ChatGPT and looked like a fool 6) The Center For AI Safety's bold Statement 7) The fake 'simulation' where an AI killed a military operator 8) Meta's new Quest 3 headset 9) What to expect at Apple's big WWDC event 

--

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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com



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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) Tech stocks consolidating growth in the S&P 500% 2) The 'Asset Market Meltdown Hypothesis' 3) Amazon's entry into wireless. 4) Japan's threat to AI copyright law 5) The lawyer that used ChatGPT and looked like a fool 6) The Center For AI Safety's bold Statement 7) The fake 'simulation' where an AI killed a military operator 8) Meta's new Quest 3 headset 9) What to expect at Apple's big WWDC event 

--

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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com



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Ryan Mac is a tech reporter at The New York Times, Bobby Allyn is a technology correspondent at NPR. The two join Big Technology Podcast for a wide-ranging discussion touching on: 1) TikTik's ban in Montana and its potential spillover effects. 2) The rise of Instagram Reels. 3) Twitter's Role in the 2024 U.S. presidential election. 4) Elon Musk as Republican kingmaker. 5) Elizabeth Holmes reports to prison. 6) AI regulation's long road ahead.

--

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Ryan Mac is a tech reporter at The New York Times, Bobby Allyn is a technology correspondent at NPR. The two join Big Technology Podcast for a wide-ranging discussion touching on: 1) TikTik's ban in Montana and its potential spillover effects. 2) The rise of Instagram Reels. 3) Twitter's Role in the 2024 U.S. presidential election. 4) Elon Musk as Republican kingmaker. 5) Elizabeth Holmes reports to prison. 6) AI regulation's long road ahead.

--

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Published 2023-05-27

NVIDIA Takes Off, Temu + Shein Deep Dive

55 min
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John Herrman is a contributing editor at New York Magazine. He joins Ranjan Roy and Alex Kantrowitz to break down the week’s news. We cover 1) NVIDIA’s Blowout quarter 2) The emergence of Temu and Shein — in great depth. 

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John Herrman is a contributing editor at New York Magazine. He joins Ranjan Roy and Alex Kantrowitz to break down the week’s news. We cover 1) NVIDIA’s Blowout quarter 2) The emergence of Temu and Shein — in great depth. 

--

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

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Jack Krawczyk is the director of Bard at Google. He joins Big Technology Podcast to discuss his vision for the chatbot, where it's heading, and whether this technology will be as impactful as many imagine. Join us for a fun look into one of the tech industry's most important generative AI initiatives.

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Jack Krawczyk is the director of Bard at Google. He joins Big Technology Podcast to discuss his vision for the chatbot, where it's heading, and whether this technology will be as impactful as many imagine. Join us for a fun look into one of the tech industry's most important generative AI initiatives.

--

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com


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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) Apple's mixed reality struggles 2) Whether the stock market is in an AI bubble 3) OpenAI's Sam Altman testimony in Washington 4) Montana's TikTok ban 5) The rise of Shein 6) Whether Musk or Bezos is in a better place today.

--

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) Apple's mixed reality struggles 2) Whether the stock market is in an AI bubble 3) OpenAI's Sam Altman testimony in Washington 4) Montana's TikTok ban 5) The rise of Shein 6) Whether Musk or Bezos is in a better place today.

--

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

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Richard Mathenge was part of a team of contractors in Nairobi, Kenya who trained OpenAI's GPT models. He did so as a team lead at Sama, an AI training company that partnered on the project. In this episode of Big Technology Podcast, Mathenge tells the story of his experience. During the training, he was routinely subjected to sexually explicit material, offered insufficient counseling, and his team members were paid, in some cases, just $1 per hour. Listen for an in-depth look at how these models are trained, and for a look at the human side of Reinforcement Learning with Human Feedback.

---

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----

OpenAI's response:

We engaged Sama as part of our ongoing work to create safer AI systems and prevent harmful outputs. We take the mental health of our employees and our contractors very seriously. One of the reasons we first engaged Sama was because of their commitment to good practices. Our previous understanding was that wellness programs and 1:1 counseling were offered, workers could opt out of any work without penalization, exposure to explicit content would have a limit, and sensitive information would be handled by workers who were specifically trained to do so. Upon learning of Sama worker conditions in February of 2021 we immediately sought to find out more information from Sama. Sama simultaneously informed us that they were exiting the content moderation space all together.

OpenAI paid Sama $12.50 / hour. We tried to obtain more information about worker compensation from Sama but they never provided us with hard numbers. Sama did provide us with a study they conducted across other companies that do content moderation in that region and shared Sama’s wages were 2-3x the competition.


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Richard Mathenge was part of a team of contractors in Nairobi, Kenya who trained OpenAI's GPT models. He did so as a team lead at Sama, an AI training company that partnered on the project. In this episode of Big Technology Podcast, Mathenge tells the story of his experience. During the training, he was routinely subjected to sexually explicit material, offered insufficient counseling, and his team members were paid, in some cases, just $1 per hour. Listen for an in-depth look at how these models are trained, and for a look at the human side of Reinforcement Learning with Human Feedback.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

----

OpenAI's response:

We engaged Sama as part of our ongoing work to create safer AI systems and prevent harmful outputs. We take the mental health of our employees and our contractors very seriously. One of the reasons we first engaged Sama was because of their commitment to good practices. Our previous understanding was that wellness programs and 1:1 counseling were offered, workers could opt out of any work without penalization, exposure to explicit content would have a limit, and sensitive information would be handled by workers who were specifically trained to do so. Upon learning of Sama worker conditions in February of 2021 we immediately sought to find out more information from Sama. Sama simultaneously informed us that they were exiting the content moderation space all together.

OpenAI paid Sama $12.50 / hour. We tried to obtain more information about worker compensation from Sama but they never provided us with hard numbers. Sama did provide us with a study they conducted across other companies that do content moderation in that region and shared Sama’s wages were 2-3x the competition.


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Ben Smith is the author of Traffic: Genius, Rivalry, and Delusion in the Billion-Dollar Race to Go Viral. He's also the editor-in-chief of Semafor. He joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) New Twitter CEO Linda Yaccarino 2) Tucker Carlson's move to Twitter 3) End of the streaming wars 4) Trump's CNN Interview 5) Lessons from Ben's book, Traffic 6) Mark Zuckerberg's jiu-jitsu prowess.

You can find Ben's book here.

---

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Ben Smith is the author of Traffic: Genius, Rivalry, and Delusion in the Billion-Dollar Race to Go Viral. He's also the editor-in-chief of Semafor. He joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) New Twitter CEO Linda Yaccarino 2) Tucker Carlson's move to Twitter 3) End of the streaming wars 4) Trump's CNN Interview 5) Lessons from Ben's book, Traffic 6) Mark Zuckerberg's jiu-jitsu prowess.

You can find Ben's book here.

---

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Ashlee Vance is the author of When The Heavens Went On Sale, a new book about the modern day space race. Join us for a conversation about the commercial ventures fighting for their place in low earth orbit, and why governments have ceded the space to the private sector. We'll discuss SpaceX, Planet, Rocket Lab, Astra, and Firefly Aerospace. Stay tuned of for the final 20 minutes, where Vance discusses his relationship with Elon Musk and the state of the billionaire entrepreneur.

---

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You can pick up Vance's book here.

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Ashlee Vance is the author of When The Heavens Went On Sale, a new book about the modern day space race. Join us for a conversation about the commercial ventures fighting for their place in low earth orbit, and why governments have ceded the space to the private sector. We'll discuss SpaceX, Planet, Rocket Lab, Astra, and Firefly Aerospace. Stay tuned of for the final 20 minutes, where Vance discusses his relationship with Elon Musk and the state of the billionaire entrepreneur.

---

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/

You can pick up Vance's book here.

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Brian McCullough of the Techmeme Ride Home Podcast joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) OpenAI's massive losses 2) Whether generative AI has a business model problem 3) The battle between open source AI and proprietary research 3) AI fears go mainstream 4) The White House hosts AI leaders amid worries 5) The AI PR industrial complex 6) The WGA strike and AI's potential to replace writers 7) The Fed pause 8) Apple earnings 9) Apple's mixed reality device 10) Ed Sheeran's copyright victory 11) How Sheeran's win might influence AI 12) Welcome to Brooklyn, Ed Sheeran.

---

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Brian McCullough of the Techmeme Ride Home Podcast joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) OpenAI's massive losses 2) Whether generative AI has a business model problem 3) The battle between open source AI and proprietary research 3) AI fears go mainstream 4) The White House hosts AI leaders amid worries 5) The AI PR industrial complex 6) The WGA strike and AI's potential to replace writers 7) The Fed pause 8) Apple earnings 9) Apple's mixed reality device 10) Ed Sheeran's copyright victory 11) How Sheeran's win might influence AI 12) Welcome to Brooklyn, Ed Sheeran.

---

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Ellis Hamburger is Snap's ex-head of marketing strategy, where he spent seven years before moving to The Browser Company. He joins Big Technology Podcast to discuss his view on why social media apps inevitably move from differentiated, and at times delightful, to something where all of them look a lot like TikTok. Hamburger breaks down the cycle: start with a novel format, scale, try to justify expectations, and then capitulate to market forces. Join us for an insider's perspective on the past, present, and future of social media.

---

You can read Hamburger's article here.

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Ellis Hamburger is Snap's ex-head of marketing strategy, where he spent seven years before moving to The Browser Company. He joins Big Technology Podcast to discuss his view on why social media apps inevitably move from differentiated, and at times delightful, to something where all of them look a lot like TikTok. Hamburger breaks down the cycle: start with a novel format, scale, try to justify expectations, and then capitulate to market forces. Join us for an insider's perspective on the past, present, and future of social media.

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) The rise of Bluesky 2) What we want from a social network 3) Big Tech's strong earnings 4) What Big Tech's performance says about the broader economy 5) UK blocks Microsoft Activision 6) Clubhouse layoffs 7) End of the pandemic economy 8) Do we want humans to disclose when AI writes for them?

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) The rise of Bluesky 2) What we want from a social network 3) Big Tech's strong earnings 4) What Big Tech's performance says about the broader economy 5) UK blocks Microsoft Activision 6) Clubhouse layoffs 7) End of the pandemic economy 8) Do we want humans to disclose when AI writes for them?

--

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Josh Brown is the CEO of Ritholtz Wealth Management and the host of the Compound and Friends podcast. Brown joins Big Technology Podcast to dig into why tech companies are still reeling from tighter financial markets even as their share prices return to something approximating normal after the 2022 bloodbath. In this episode, Brown shares what Wall Street demands from the tech industry and its employees and where it might be headed next. Stay tuned for the second half where we go company by company, looking at Meta, Apple, Google, Microsoft, Amazon, NVIDIA, Tesla, and Bitcoin. 

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Josh Brown is the CEO of Ritholtz Wealth Management and the host of the Compound and Friends podcast. Brown joins Big Technology Podcast to dig into why tech companies are still reeling from tighter financial markets even as their share prices return to something approximating normal after the 2022 bloodbath. In this episode, Brown shares what Wall Street demands from the tech industry and its employees and where it might be headed next. Stay tuned for the second half where we go company by company, looking at Meta, Apple, Google, Microsoft, Amazon, NVIDIA, Tesla, and Bitcoin. 

---

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Nico Grant of The New York Times joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) The state of the AI war between Google, Microsoft, and OpenAI 2) Google's AI reorganization and what it means 3) Sundar Pichai's PR offensive 4) Google's forthcoming product counterpunch 5) How finances factor in to the companies' decision 6) Where we are on the innovation curve 7) The forthcoming multimodal models 8) Who wins 9) Elon's rough 4/20 10) The end of BuzzFeed News and the end of fun online 11) Some optimism about the future

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Nico Grant of The New York Times joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) The state of the AI war between Google, Microsoft, and OpenAI 2) Google's AI reorganization and what it means 3) Sundar Pichai's PR offensive 4) Google's forthcoming product counterpunch 5) How finances factor in to the companies' decision 6) Where we are on the innovation curve 7) The forthcoming multimodal models 8) Who wins 9) Elon's rough 4/20 10) The end of BuzzFeed News and the end of fun online 11) Some optimism about the future

---

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Congressman Ro Khanna represents California's 17th congressional district. He joins Big Technology Podcast fresh off a visit to Taiwan, where he visited with Taiwan Semiconductor leadership and Taiwan government officials. In this episode, we discuss TSMC's strategic importance to the global economy, the prospect of conflict in Taiwan, and the U.S. effort to build manufacturing capacity at home. Stay tuned for the second half where we discuss why Big Tech regulation has stalled, the latest on TikTok, SVB, and plenty more.

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Congressman Ro Khanna represents California's 17th congressional district. He joins Big Technology Podcast fresh off a visit to Taiwan, where he visited with Taiwan Semiconductor leadership and Taiwan government officials. In this episode, we discuss TSMC's strategic importance to the global economy, the prospect of conflict in Taiwan, and the U.S. effort to build manufacturing capacity at home. Stay tuned for the second half where we discuss why Big Tech regulation has stalled, the latest on TikTok, SVB, and plenty more.

---

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Square co-founder and Invisibly founder Jim McKelvey joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) The state of the economy and markets 2) Fears of a credit crunch, or is it a credit tightening? 3) The state of the commercial real estate market 4) How commercial real estate's struggles impact small and regional banks 5) The decline in VC funding in Q1 6) What is 'dry powder' anyway? 7) Reflecting on Uber again 8) What is AutoGPT? 9) Regulating AI 10) Sell your data for money? 11) The Square reader's founding story 12) "Non-negotiable" expectations.

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Square co-founder and Invisibly founder Jim McKelvey joins Ranjan Roy and Alex Kantrowitz for our weekly news recap show. We cover: 1) The state of the economy and markets 2) Fears of a credit crunch, or is it a credit tightening? 3) The state of the commercial real estate market 4) How commercial real estate's struggles impact small and regional banks 5) The decline in VC funding in Q1 6) What is 'dry powder' anyway? 7) Reflecting on Uber again 8) What is AutoGPT? 9) Regulating AI 10) Sell your data for money? 11) The Square reader's founding story 12) "Non-negotiable" expectations.

----

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Emil Michael is the former chief business officer of Uber and the current chairman and CEO of DPCM Capital. Michael joins Big Technology Podcast to discuss what's happened to 'sharing economy' darlings Uber, Lyft, AirBNB, and more. With deep insight into these companies' business models, Michael breaks down how they've reacted to our shift away from a zero-interest rate environment, examining who might win — if anyone. Stay tuned for the second half where we discuss Michael's thoughts on the latest AI wave, and whether his hometown of Miami is really a budding tech hub.

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Emil Michael is the former chief business officer of Uber and the current chairman and CEO of DPCM Capital. Michael joins Big Technology Podcast to discuss what's happened to 'sharing economy' darlings Uber, Lyft, AirBNB, and more. With deep insight into these companies' business models, Michael breaks down how they've reacted to our shift away from a zero-interest rate environment, examining who might win — if anyone. Stay tuned for the second half where we discuss Michael's thoughts on the latest AI wave, and whether his hometown of Miami is really a budding tech hub.

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) Whether the Internet has actually helped increase our productivity 2) Whether AI will do a better job of it 3) How Meta might use AI 4) Google's plan to but AI chat into search 5) Whether companies developing on AI platforms might be subsumed by them 6) The jobs report 7) The end of perks at big tech companies 8) Workers who did nothing at big tech companies 9) Twitter vs. Substack 10) Substack's financial report 11) The bliss of life without smartphones

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) Whether the Internet has actually helped increase our productivity 2) Whether AI will do a better job of it 3) How Meta might use AI 4) Google's plan to but AI chat into search 5) Whether companies developing on AI platforms might be subsumed by them 6) The jobs report 7) The end of perks at big tech companies 8) Workers who did nothing at big tech companies 9) Twitter vs. Substack 10) Substack's financial report 11) The bliss of life without smartphones

--

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Michael Mignano is a partner at Lightspeed VC. Joe Marchese is a general and build partner at Human Ventures. The two investors join Big Technology Podcast to discuss this new wave of generative AI's potential. We interrogate how this technology might be overhyped, and then speak about the potential areas of opportunity. Three domains stand out: 1) Content creation and entertainment. 2) Search and discovery. 3) AI as an assistive agent. Tune in for the second half where we discuss platform strategy and the associated risks.

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Michael Mignano is a partner at Lightspeed VC. Joe Marchese is a general and build partner at Human Ventures. The two investors join Big Technology Podcast to discuss this new wave of generative AI's potential. We interrogate how this technology might be overhyped, and then speak about the potential areas of opportunity. Three domains stand out: 1) Content creation and entertainment. 2) Search and discovery. 3) AI as an assistive agent. Tune in for the second half where we discuss platform strategy and the associated risks.

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Erin Griffith is a reporter at the New York Times. She joins Big Technology Podcast to break down the week's news. We cover: 1) The end of Blue Check verification on Twitter for notable users. 2) The open letter to stop AI research processing beyond its current state. 3) Whether we could stop developing AI technology, even if we wanted to. 4) Italy's plan to stop ChatGPT. 5) Police departments using facial recognition to make wrongful arrests. 6) The rising field of 'prompt engineers.' 7) Startup funding after SVB 8) The continuing wind down of SPACs. 9) Gweneth Paltrow's victory in her skiing trial.

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Erin Griffith is a reporter at the New York Times. She joins Big Technology Podcast to break down the week's news. We cover: 1) The end of Blue Check verification on Twitter for notable users. 2) The open letter to stop AI research processing beyond its current state. 3) Whether we could stop developing AI technology, even if we wanted to. 4) Italy's plan to stop ChatGPT. 5) Police departments using facial recognition to make wrongful arrests. 6) The rising field of 'prompt engineers.' 7) Startup funding after SVB 8) The continuing wind down of SPACs. 9) Gweneth Paltrow's victory in her skiing trial.

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Palmer Luckey is the founder of Oculus VR and the founder of Anduril, a military technology company. Luckey joins Big Technology Podcast to discuss Meta’s Metaverse ambitions, whether they’re misguided, and how Apple is poised to compete. Stay tuned for the second half, where we discuss the prospects — and advisability — of AI warfare, how the technology might spill over to police departments, and what a just war is. We discuss the prospects of sentient AI's threat to humanity at the very end.

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Palmer Luckey is the founder of Oculus VR and the founder of Anduril, a military technology company. Luckey joins Big Technology Podcast to discuss Meta’s Metaverse ambitions, whether they’re misguided, and how Apple is poised to compete. Stay tuned for the second half, where we discuss the prospects — and advisability — of AI warfare, how the technology might spill over to police departments, and what a just war is. We discuss the prospects of sentient AI's threat to humanity at the very end.

---

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Eric Newcomer is the founder and author of Newcomer. Louise Matsakis is the tech and China reporter for Semafor. Both join Big Technology podcast to break down the week's news. We cover: 1) The SEC's notice to Coinbase that enforcement action might be coming. 2) Hindenberg Research targeting Block. 3) Character AI raising $150 million at a $1 billion valuation with no revenue. 4) Tiktok's day before congress 5) TikTok's future in the U.S. 6) Cow and Zebra escapes this week.

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Eric Newcomer is the founder and author of Newcomer. Louise Matsakis is the tech and China reporter for Semafor. Both join Big Technology podcast to break down the week's news. We cover: 1) The SEC's notice to Coinbase that enforcement action might be coming. 2) Hindenberg Research targeting Block. 3) Character AI raising $150 million at a $1 billion valuation with no revenue. 4) Tiktok's day before congress 5) TikTok's future in the U.S. 6) Cow and Zebra escapes this week.

----

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Kevin Systrom is the co-founder of Instagram and co-founder of Artifact, a news app that uses AI to determine your preferences and show stories you might be interested in. Systrom joins Big Technology Podcast to discuss the implications of all social media — Facebook, Instagram, TikTok, YouTube, Twitter — starting to look like each other. We speak about how the rise of AI recommendation feeds impacts the future of competition among these apps, creativity upon them, and distribution for people looking to get a message across. Tune in for a fun, in-depth discussion about social media's future in a new era.

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Kevin Systrom is the co-founder of Instagram and co-founder of Artifact, a news app that uses AI to determine your preferences and show stories you might be interested in. Systrom joins Big Technology Podcast to discuss the implications of all social media — Facebook, Instagram, TikTok, YouTube, Twitter — starting to look like each other. We speak about how the rise of AI recommendation feeds impacts the future of competition among these apps, creativity upon them, and distribution for people looking to get a message across. Tune in for a fun, in-depth discussion about social media's future in a new era.

---

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) SVB's depositors' role in the collapse 2) The over-financialization of tech 3) The continuing risk to the rest of the banking system 4) The re-rerating of late-stage startup valuations 5) Stripe's down round 6) The release of GPT-4 7) GPT-4 in Microsoft Office 8) How AI might eliminate modern apps vs. be a feature 8) TikTok's potential sale or ban 9) How AI might help you date.

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Ranjan Roy of Margins is back for our weekly discussion of the week's tech news. We cover: 1) SVB's depositors' role in the collapse 2) The over-financialization of tech 3) The continuing risk to the rest of the banking system 4) The re-rerating of late-stage startup valuations 5) Stripe's down round 6) The release of GPT-4 7) GPT-4 in Microsoft Office 8) How AI might eliminate modern apps vs. be a feature 8) TikTok's potential sale or ban 9) How AI might help you date.

--

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Om Malik is a partner emeritus at True Ventures and a former tech journalist. Chris Tolles is a Silicon Valley entrepreneur and former CEO of Topix. The two longtime tech insiders join Big Technology Podcast to discuss the aftermath of Silicon Valley Bank's collapse. We cover not only what the bank meant to the tech industry — and how its failure will change the landscape — but why so many people were happy to see it fail, and sought to prevent a bailout. Join us for a nuanced discussion of Silicon Valley's place in society, and whether it can continue operating effectively with its favorite bank in shambles.

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Om Malik is a partner emeritus at True Ventures and a former tech journalist. Chris Tolles is a Silicon Valley entrepreneur and former CEO of Topix. The two longtime tech insiders join Big Technology Podcast to discuss the aftermath of Silicon Valley Bank's collapse. We cover not only what the bank meant to the tech industry — and how its failure will change the landscape — but why so many people were happy to see it fail, and sought to prevent a bailout. Join us for a nuanced discussion of Silicon Valley's place in society, and whether it can continue operating effectively with its favorite bank in shambles.

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Dan Primack is the business editor at Axios. He joins Ranjan Roy and Alex Kantrowitz for a special edition of our Friday podcast. We typically run through the week's news in this edition of the podcast, but there is really only one tech story this week, the demise of Silicon Valley Bank, and we dive into it in depth. This episode was recorded right before the government shut down SVB, so a sale was still an option, but as you listen you'll learn exactly what contributed to the bank's collapse and what it impacts from here.

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Dan Primack is the business editor at Axios. He joins Ranjan Roy and Alex Kantrowitz for a special edition of our Friday podcast. We typically run through the week's news in this edition of the podcast, but there is really only one tech story this week, the demise of Silicon Valley Bank, and we dive into it in depth. This episode was recorded right before the government shut down SVB, so a sale was still an option, but as you listen you'll learn exactly what contributed to the bank's collapse and what it impacts from here.

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