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Will AI Kill Software? — With Salesforce Co-Founder Parker Harris
Alex Kantrowitz· 2025-10-14 17:45
Parker Harris is Salesforce’s co-founder and the CTO of Slack. Harris joins Big Technology to discuss the future interface of business software as AI shifts work from monolithic UIs into conversational workflows.We also cover data governance and security, DIY-AI failures and adoption realities, post-training vs. pre-training progress, and when fine-tuned domain models beat general ones. Hit play for a clear, executive-level roadmap—real examples, sharp challenges, and a look at the future. --- Want a discou ...
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
Alex Kantrowitz· 2025-10-13 16:52
AI Investment & Market Dynamics - The AI investment frenzy raises the question of whether it's AGI (Artificial General Intelligence) or market collapse [1] - OpenAI's potential $1 trillion infrastructure investment could significantly impact the global economy [1] - The podcast delves into the potential consequences of wagering the global economy on one company's success in AI [1] AGI & Technological Aspects - Discussion on the definition of AGI and factors making it less likely [1] - Examination of the disconnect between AI research and investment [1] - Consideration of Sora and copyright issues [1] Economic Impact & Financial Aspects - Analysis of the economic impact of AI investment [1] - Discussion on AI's contribution to US GDP growth [1] - Exploration of the economic consequences of AI's potential failure [1] Company Specifics - Details on OpenAI's massive computing deals and economics [1] - Information on the OpenAI and AMD deal [1] - Speculation on the future of AI companies' valuation [1]
How Business Software Transforms In The Age Of AI — With Zeb Evans
Alex Kantrowitz· 2025-10-10 16:30
Let's talk about how AI will change the core of business software with Zeb Evans, the founder and CEO of ClickUp in a YouTube exclusive brought to you by ClickUp. And I'm thrilled to be here with Zeb today. Zeb, great to see you. Welcome to the show. Excited to be here, Alex. So, I want to start with you um talking about user interfaces. I was having a conversation with an investor yesterday about how AI has the possibility to change the way that we interact with software. So the way that this investor desc ...
Anthropic Product Head: AI Model Development Is Accelerating — With Mike Krieger
Alex Kantrowitz· 2025-10-08 18:56
AI Model Development & Strategy - Anthropic 通过内部工具加速 AI 模型开发 [1] - Anthropic 的 Sonnet 4.5 发布 [1] - 下一代模型改进的方向值得关注 [1] - 模型编排可能是各实验室之间的核心差异化因素 [1] Industry Comparison & Future - AI 开发与社交媒体的比较 [1] - AI 内容是否会流行 [1] - 企业 AI 的发展路径 [1]
OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
Alex Kantrowitz· 2025-10-06 22:21
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss OpenAI and AMD's megadeal, whether the AI investment cycle is a disaster waiting to happen, and how NVIDIA might feel about the arrangement. We also discuss Sam Altman and Jony Ive's struggles in developing their own AI device and how all tech companies seem to be building the same AI enabled ambient computing. Finally, we pour one out for the Vision Pro. Tune in for a deep discussion of tech's biggest news with one of t ...
Where Are The AI Startups? — With Rick Heitzmann
Alex Kantrowitz· 2025-10-06 13:07
Rick Heitzmann is the founder and managing partner of FirstMark Capital. Heitzmann joins Big Technology Podcast to discuss whether AI startups can compete against the ChatGPTs of the world, or whether the big AI bots have ingested all the opportunity. Tune in to hear Heitzmann break down the economics of AI investing today and whether the application layer is investable. We'll also break down the big funding deals in AI today, looking at the potential for the frenzy to pay off. Tune in for a sensible discus ...
Sora 2 & AI’s Slop Era, Death Of The Creator Economy?, Apple’s SmartGlasses Roadmap
Alex Kantrowitz· 2025-10-04 00:49
AI Video Generation & Social Media - OpenAI introduces Sora, sparking discussions about its technological advancement and potential impact [1][2][3] - Concerns arise regarding the adoption of AI video feeds and their implications for social media platforms, particularly for Meta [2][4] - The potential end of the creator economy is debated in light of AI video feeds [6][7] Meta's AI Strategy - Meta plans to utilize AI chat data to train its advertising models [8] - Meta's AI research is shifting towards product development [9] - Internal dynamics within Meta's AI division are under scrutiny [37:18] AI Model Advancements - Anthropic launches its Sonnet 4.5 model, considered a potential game changer [10][40:33] Emerging Technologies - Apple prioritizes the development of smart glasses [11] - The Friend pendant is being tested as an AI wearable device [12][51:21]
Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
Alex Kantrowitz· 2025-10-01 23:04
AI Infrastructure Investment & Strategy - Microsoft is discussing the tech industry's massive AI infrastructure buildout and whether the hundreds of billions of investment are excessive [1] - Microsoft is evaluating its OpenAI investment, considering the value of scaling pre-training [1] - The discussion includes Microsoft's strategic AI infrastructure decisions and balancing AI training with infrastructure [1] Financial & Economic Considerations - The podcast addresses Silicon Valley's growing debt problem [1] - The conversation covers the consequences of debt management in the tech industry [1] - ROI (Return on Investment) on investments in AI and infrastructure is analyzed [1] - The economic impact of data centers on communities is explored [1] Technology & Competition - The longevity of the GPU (Graphics Processing Unit), custom silicon, and competition with NVIDIA are discussed [1] - The future of custom silicon in AI is examined [1] - Global competition in data center development is navigated [1]
Anthropic CEO: AGI Is Marketing
Alex Kantrowitz· 2025-09-30 16:58
Terminology Analysis - The company views terms like AGI (Artificial General Intelligence) and super intelligence as potentially meaningless and more akin to marketing terms [1][2] - The company publicly avoids using AGI and super intelligence, and is critical of their use [2] AI Development & Scaling - The company is bullish on the rapid improvement of AI capabilities, emphasizing the exponential progress in the field [3] - AI model improvement occurs every few months due to increased investment in compute, data, and new training models [3] - AI model training involves pre-training (feeding data from the internet) and a second stage involving reinforcement learning [4] - Both pre-training and reinforcement learning are scaling up together, with no apparent barriers to further scaling [5]
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
Alex Kantrowitz· 2025-09-29 14:08
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Nvidia invests $100 billion in OpenAI 2) Will the money ever get there? 3) Do AI companies have to make money eventually? 4) What has to happen for OpenAI to return NVIDIA's investment? 5) Is another financial crisis coming? 6) OpenAI's new Pulse feature 7) Is Pulse a precursor to ChatGPT ads? 8) Meta's new Vibes feed of AI slop 9) TikTok deal is on the table 10) Ranjan says TIkTok deal isn't happening 11) A prom ...