Max Zeff, Sr. AI reporter at Techcrunch, joins for our weekly discussion of the latest tech news. We cover: 1) OpenAI introduces Sora 2 2) Will these AI video feeds catch on? 3) Is Sora 2 an important technological advance above all? 4) Why Meta is nervous about OpenAI's momentum in social 5) OpenAI employees have mixed feelings about Sora 6) Why AI video feeds may be the end of the creator economy. 7) Why they may not be 8) Meta will use AI chats to train its ad models 9) Meta's AI research moves more toward product development 10) Anthropic launches its Sonnet 4.5 model 11) Apple prioritizes smart glasses 12) Max tries out the Friend pendant --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Scott Guthrie is the executive vice president of Cloud and AI at Microsoft. Guthrie joins Big Technology Podcast to discuss the tech industry's massive AI infrastructure buildout and whether it is overdoing it with the hundreds of billions of investment. Guthrie discusses the way Microsoft thinks about its OpenAI investment, whether it's worth investing in scaling pre-training, and Silicon Valley's growing debt problem Tune in for the second half where we discuss the longevity of the GPU, custom silicon, and competing with NVIDIA. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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 promise to be less gloom and doom next week :) --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Yinon Costica is the co-founder and VP of product at Wiz, which sold to Google for $32 billion in cash. Costica joins Big Technology Podcast to discuss the extent of the cybersecurity threats that generative AI is creating, from vulnerabilities in AI software to the risks involved in “vibe coding.” Tune in to hear how attackers are using AI, why defenders face new asymmetries, and what guardrails organizations need now. We also cover Google’s $32 billion acquisition of Wiz, the DeepSeek controversy, post-quantum cryptography, and the future risks of autonomous vehicles and humanoid robots. Hit play for a sharp, accessible look at the cutting edge of AI and cybersecurity.---Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016bQuestions? Feedback? Write to: bigtechnologypodcast@gmail.com 00:00 Opening and guest intro01:05 AI as a new software stack04:25 Core AI tools with RCE flaws06:18 Cloud infrastructure risks09:20 How secure is AI-written code13:54 Agents and security reviewers17:38 How attackers use AI today22:09 Asymmetry: attackers vs. defenders32:36 What Wiz actually does40:11 DeepSeek case and media spin

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI tells us how people use ChatGPT 2) Practical guidance is the top use of ChatGPT 3) Is generative AI actually a threat to search given the use cases? 4) OpenAI has a very broad definition of 'doing' or agent work 5) The hidden impact of AI 'decision support' in the economy 6) People trust AI bots massively - is that bad? 7) ChatGPT's massive growth 8) Anthropic shares Claude's economic uses 9) Automation is surpassing augmentation for AI in work 10) Will Meta's AI glasses hit? 11) Can Jimmy Kimmel build an audience off-ABC? 12) Will the next Jimmy Kimmel be a youtube/rpodcaster? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Aaron Levie is the CEO of Box. Levie joins Big Technology to discuss the reports that a vast majority of businesses are not getting a return on their AI investments. Levie shares his takeaways from the reports, gives a rebuttal, and discusses the reality on the ground. Stay tuned for the second half where we separate hype from reality in the AI agent conversation. Tune in for a wide-ranging, post-Boxworks deep dive on where AI is heading in the coming years. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Apple's impressive new iPhone Pro models 2) Who is the iPhone Air for? 3) Has the phone reached its ultimate form factor 4) Is generative AI threatening to upend the smartphone market 5) Meta's new smartglasses are coming 6) Nepal's Gen Z overthrows the government and picks a new leader on Discord 7) OpenAI growth stats after GPT-5 launch 8) Oracle and OpenAI's new $300 billion deal 9) Flirting with ChatGPT 10) The AI companionship use case is real 11) Does San Francisco have 996 work culture? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Bill Vass is the Chief Technology Officer of Booz Allen. Vass joins Big Technology Podcast to discuss how governments can harness AI to cut redundancy and deliver better citizen services. Tune in to hear his inside view on LLM deployments from the VA to the International Space Station and the difficulty of modernizing mass bureaucracies. We also cover autonomous driving, humanoid robots, and quantum computing’s first real use-cases. Hit play for fascinating look into public sector AI, along with deep perspective on technology’s state of the art. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Google's Gemini may power Siri 2) Google gets to keep Chrome and Android 3) Google can keep paying Apple for distribution 4) Is generative AI enough rationale to allow the market to decide Google's fate? 5) Google's Nano Banana image creator goes viral 6) Google's stock is up 47% in the past year and still cheap 7) Do we want the iPhone 17 Air? 8) AI is getting more expensive to run 9) But AI is getting cheaper per token. Hmm. 10) Anthropic raises $13 billion at a $183 billion valuation 11) Putin and Xi discuss immortality --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Dr. Ben Rapoport and Michael Mager are the co-founders of Precision Neuroscience, a company building a minimally invasive, high-resolution brain-computer interface. The two join Big Technology to discuss the modern day applications of BCIs and frontiers of the technology, including computer control, stroke rehab, decoding consciousness in coma patients, AI-powered neural biomarkers for depression, and the long-term prospect of merging human cognition with machines. Tune in for a fascinating look at the potential for one of earth's most promising technologies. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

M.G. Siegler is the author of Spyglass. He joins Big Technology podcast for the latest of our monthly discussions about Big Tech strategy and AI. Today we cover whether OpenAI broke ChatGPT with its GPT-5 rollout and whether new AI models are similar to typical technology rollouts. We also cover Apple's forthcoming new lineup of phones: the iPhone Air, the folding iPhone, and the curved glass iPhone. We conclude with a discussion of the U.S. taking ownership 10% of Intel. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Sally Adee is the author of We Are Electric: Inside the 200-Year Hunt for Our Body's Bioelectric Code, and What the Future Holds. Adee joins Big Technology Podcast to pull back the curtain on the body’s hidden wiring and brain-computer interfaces. We dig into how electricity drives every thought and twitch, why Neuralink’s first patient blew our minds, and what it will take to keep implants working long after the hype cycle fades. Tune in for a tour of limb-regrowing tadpoles, cancer cells that short-circuit, and the uncomfortable ethics of pleasure buttons and startup bankruptcies. We also tackle the hard numbers—electrode counts, word-per-minute Hit play and get current. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Did AI take a step back with GPT-5? 2) Is AI hype going to cool off? 3) GPT-5's switching problem 4) Do we need AI agents? 5) Thinking Vs. Doing AI 6) Sam Altman says parts of AI are a bubble 7) Eric Schmidt says the U.S. should stop overindexing on AGI and instead build it into products 8) GPT-6 is going to have much better memory 9) MIT study says 95% of AI projects fail to achieve their goals 10) AI may replace OnlyFans outsourced 'chatters' 11) Is love AI's real use case? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Nick Fox is the SVP of Knowledge and Information at Google. Liz Reid is the VP of Search at Google. The two join Big Technology Podcast to discuss the way Google plans and builds in the generative AI era, including how it chooses what to ship and when. We also cover publisher traffic, search monetization and ads, shopping and product research, and the near-term future of the web. Hit play for a clear, no-fluff conversation with the leaders building search’s next chapter. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Matthew Prince is the CEO of Cloudflare. He joins Big Technology podcast to discuss whether the web can withstand a wave of generative AI companies scraping content, summarizing it, and not cutting the original creators into the revenue. Tune in to hear Prince masterfully dissect the problem and put forth a solution.

Anthony Aguirre is the executive director of the Future of Life Institute. He joins Big Technology to discuss how AI could fail in the worst case and whether our push toward increasingly autonomous, general systems puts control out of reach. Tune in to hear how agentic systems operating at superhuman speed complicate oversight, and why “just unplug it” is naive. Hit play for a cool‑headed, nuanced conversation with clear takeaways you can use to evaluate AI strategy, policy, and risk. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI's launch of GPT-5 2) Whether GPT-5's tool calling ability is its hidden strength 3) GPT-5 is good at 'doing stuff' 4) But GPT-5 is not AGI 5) Do AI models need more than book smarts to thrive? 6) OpenAI's medicine play 7) GPT-5's coding use case 8) We need AI tables for travel 9) Do the big model players now subsume AI startups? 10) Gemini has a breakdown --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Brad Lightcap is the Chief Operating Officer of OpenAI. Lightcap joins Big Technology to discuss the launch of GPT-5, how it works, what sets it apart from previous models, and whether it's AGI. We also cover scaling laws, post-training breakthroughs, enterprise adoption, health care applications, pricing strategy, and the company’s profitability outlook. Hit play for a front-row seat to OpenAI’s thinking on the future of AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Amjad Masad is the CEO of Replit. Masad joins Big Technology podcast for a frank discussion about vibe coding, or building software via prompt. We discuss all the use cases, whether anyone can do it or whether it's just a tool for already-technical builders, whether vibe coding replaces saas, and what the role of the engineer becomes in the future. Stay tuned for the second half where we discuss whether the AI coding business is sustainable given the costs of delivering the technology. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

M.G. Siegler is the author of Spyglass. He joins Big Technology podcast for the latest of our first Monday of the month discussion about Big Tech strategy and AI. Today we cover Mark Zuckerberg's vision for personal superintelligence and whether it's more of a recruiting play or a real difference in the way the company builds AI. We also cover the massive bets on AI and whether they'll ever pay off, how interlinked big tech is with AI, and whether you should outsource your writing to AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com