Alex Kantrowitz
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How Generative AI Could Change Shopping Forever — With Rubail Birwadker
Alex Kantrowitz· 2025-11-20 17:30
Let's talk about whether AI will have us all transacting within chat bots and whether your purchase data might help AI agents give you better recommendations. We're joined today by Rubel Burwalker, the global head of growth products and strategic partnerships of Visa in a conversation brought to you by Visa and Rubel. It's so great to see you.Welcome. >> Thanks for having Alex. Okay, so let me start with this question of conversational commerce or um you know that's a jargon way of saying maybe we'll just a ...
Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria
Alex Kantrowitz· 2025-11-17 12:00
Gil Luria is the Head of Technology Research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to use for the questionable investment decisions in AI today. We cover all the bad stuff: debt, depreciation, and losses. We talk about Michael Burry's bet against the technology and why he might be right, and how OpenAI should play this to optimize its potential. Tune in for a comprehensive edition looking at th ...
Anthropic CEO: We Won't Match Zuck's $$$
Alex Kantrowitz· 2025-11-16 12:13
I've talked to plenty of people who got these offers at Enthropic and and who just turned them down, who wouldn't even talk to Mark Zuckerberg who said, "No, I'm I'm I'm staying at Enthropic." And our general response to this was, you know, I posted something to the to the whole company Slack where where I said, "Look, we are not willing to compromise our compensation principles, our principles of fairness to respond individually to these offers." The way things work at Enthropic is there's a series of leve ...
Brain Computer Interface's Big Potential
Alex Kantrowitz· 2025-11-13 13:03
What we are able to achieve with with this sort of um a a super highresolution system that sits on the surface of the brain is really to record the awake uh activity of the brain at a resolution that's never before been seen and never before been been achieved. And just going back to your question earlier, you know, the brain is an electrical organ, meaning that when we have thoughts, there is actually a physical manifestation of those thoughts. So we we intend to move our hands or our fingers or um we reca ...
Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg
Alex Kantrowitz· 2025-11-12 12:07
Nick Clegg is the former president of Global Affairs at Meta and deputy prime minister of the UK. Clegg joins Big Technology Podcast for a discussion about whether Silicon Valley should be trusted with superintelligence and the risks it will navigate on the way there. In the second half, we also talk about how Silicon Valley uses money to buy influence and wield power in Washington. Tune in for a frank discussion about the economic, business, and political realities facing the tech industry as it pursues it ...
Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
Alex Kantrowitz· 2025-11-10 15:54
AI Development & Strategy - Microsoft's AI strategy shifts towards AI self-sufficiency [1] - Microsoft is pushing towards "humanist superintelligence" [1] - The company is forming a new superintelligence team [1] - The advancements in power, data, and memory are crucial for AI progress [1] Technological Aspects - Memory plays an important role in AI [1] - LLMs (Large Language Models) are significant in the path towards superintelligence [1] - Power constraints are a key consideration in AI development [1] - Data is crucial for AI development [1] Economic & Future Trends - The economics of frontier models are facing price pressure and commoditization [1] - The vision includes cheap and abundant intelligence [1]
Why Getting Data Right Could Be The Key To Effective AI Projects — With Charles Sansbury
Alex Kantrowitz· 2025-11-05 17:30
What does AI need to do to deliver real economic value. Let's talk about it with Charles Sansbury, the CEO of Cloudera, who is here with us in studio for a video brought to you by Cloudera. Charles, great to see you.How are you. >> Great to see you and thanks for having me. >> Thanks for being here.We've been talking on the show so much about the economic value of artificial intelligence. Um whether or not there there will be an ROI on this technology. >> I'm so happy to be speaking with you today because y ...
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
Alex Kantrowitz· 2025-11-04 11:13
OpenAI's IPO & Market Impact - OpenAI's IPO potential is being discussed, considering its market impact [1] - The market is evaluating whether it can tolerate years of heavy losses from OpenAI [1] - Public scrutiny and financial transparency are crucial for OpenAI [1] - OpenAI's potential as a tech giant is being assessed in relation to its IPO [1] - Risks and vulnerabilities in OpenAI's narrative are being examined [1] Financials & Valuation - OpenAI's revenue and valuation are key factors in its IPO prospects [1] - The importance of growth and financial transparency for OpenAI is highlighted [1] - Trillion-scale capex vs current revenue implications are being analyzed [1] Risks & Challenges - "AGI or bust" strategy creates systemic risk for OpenAI [1] - Potential risks and challenges for OpenAI are being considered [1] - Model gains plateauing, compute economics flipping, or fast followers erasing any AGI edge are potential risks [1] Strategic Partnerships - Microsoft's 27% stake, IP rights, and AWS entanglements complicate OpenAI's story [1] - OpenAI's deal with Amazon is a significant development [1] Apple & AI Devices - Apple's iPhone 17 resurgence is being analyzed for its impact [1] - The future of AI in devices is being discussed [1]
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
Alex Kantrowitz· 2025-11-03 14:14
OpenAI's Transformation & Strategy - OpenAI converts to a public benefit corporation, signaling a shift in its organizational structure [1] - Sam Altman outlines OpenAI's next three years, indicating future strategic direction [7] - OpenAI aims to become its own AI cloud, suggesting a move towards infrastructure independence [9] - OpenAI is becoming similar to Facebook, raising questions about its future role and impact [10] Microsoft's AI Ambitions & Partnership - Microsoft aims to host every AI model on Azure, highlighting its cloud computing strategy [4] - Microsoft's negotiation with OpenAI is discussed, revealing the dynamics of their partnership [6] AI Development & Industry Concerns - The discussion questions whether AGI (Artificial General Intelligence) is dead, reflecting on the progress and future of AI development [5] - The report questions the value of building automated AI researchers, prompting reflection on the goals of AI research [8] - OpenAI employees express concerns about becoming "engagement farmers", highlighting ethical considerations [11] - The discussion considers whether the current situation is an "AI wobble" instead of an "AI bubble", suggesting potential instability in the AI field [13] Competitive Landscape - Meta's threat from OpenAI is analyzed, indicating the competitive dynamics in the AI industry [12] - The discussion questions the desirability of the 1X Technologies Neo humanoid robot, raising questions about the future of robotics [14]
Condoleezza Rice Knows Football
Alex Kantrowitz· 2025-11-01 21:36
A couple years ago, you were rumored as someone who could be the head coach of the Cleveland Browns. You said you're not doing it, but I want to test your football knowledge to see if this could be something that you could do. All right, second and goal.>> Yeah, >> you're down four. 25 seconds left to go. The ball's at the oneyd line.Are you passing or are you running. >> Well, if I have Josh Allen, I'm going to run. If I have Jaylen Herz and uh you know, the the brotherly uh push, then I'm going to run.Any ...