Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
Big Technology Podcast
08/21/26
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI infrastructure 2) The mechanisms of the off-balance-sheet AI buildout 3) What would happen if these projects were on the balance sheet? 4) Can Wall St. actually not figure this out? 5) Will the tech giants pay the money back? 6) Is a soft landing in AI possible at this point if things go poorly? 7) Anthropic's revenue numbers are soaring 8) OpenAI, meanwhile, is in more tumult 9) Why OpenAI is dealing with so many executive departures 10) Startups vs. established companies, and what are the AI labs exactly? 11) Why travel is a good eval for AI
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Previous Episode
Nick Bostrom is an AI philosopher and the author of Superintelligence and Deep Utopia. Bostrom joins Big Technology to discuss whether the rise of autonomous AI agents is making the technology’s existential risks more concrete. Tune in to hear his assessment of the alignment problem, recursive self-improvement, and humanity’s chances of steering superintelligence toward a positive outcome. We also cover whether we have reached AGI, the case for a precisely timed AI pause, biological threats, AI consciousness, and the moral status of digital minds. Hit play for a clear-eyed conversation about AI’s greatest dangers and its potential to radically improve human life.
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Next Episode
Campbell Brown is the CEO of Forum AI. Brown joins Big Technology Podcast to discuss how AI models should handle sensitive information involving news, politics, medicine, and mental health. Tune in to hear how experts can evaluate chatbots for accuracy, bias, source quality, and context, and why independent standards will be essential as people increasingly trust AI’s answers. We also cover AI’s threat to the journalism business, the limits of expert consensus, chatbot sycophancy, election misinformation, and the rise of AI companions. Hit play for a nuanced conversation about who should decide what AI tells us when the stakes are highest.
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