Microsoft's Head of Cloud & AI on the AI Buildout's Risks and ROI — With Scott Guthrie
Big Technology Podcast
10/01/25
•54m
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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.
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Previous Episode
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
September 26, 2025
•59m
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 :)
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Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai
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Next Episode
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
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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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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