OpenAI and Microsoft's Tension, Apple Screens Everywhere, Meta’s Toothpaste Massacre
Big Technology Podcast
10/18/24
•60m
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. Cory Weinberg from The Information joins us for the first half! We cover 1) Open AI and Microsoft’s relationship starting to fray 2) Microsoft rebuffing OpenAI's fundraising efforts 3) Mustafa Suleyman's impact on the Microsoft - OpenAI dynamic 4) Why OpenAI sought Apple and NVIDIA's investment 5) Softbank from the top rope 6) When might OpenAI declare it's reached AGI? 7) Microsoft and OpenAI sort out ownership stakes in a new for-profit entity 8) Apple's new smart home strategy 9) Netflix's earnings and engagement questions 10) Meta fires employees for using meal money on toothpaste 11) Silicon Valley and FIRE
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Previous Episode
Josh Brown is the CEO of Ritholtz Wealth Management, a CNBC contributor, and author of "You Weren't Supposed to See That." Brown joins Big Technology to discuss the intersection of AI, big tech, and the current state of the economy. Tune in to hear how automation fears are driving a potentially fear-based investment bubble in tech giants and the concept of a "relentless bid" shaping today's stock market. We also cover the unexpected consequences of COVID-era stimulus, insights on major tech companies like Amazon, Apple, and NVIDIA, and how the financial industry is adapting to technological shifts. Hit play for a compelling blend of financial expertise and cultural commentary that illuminates the complex relationships between technology, economics, and society in our rapidly evolving world.
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/
Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
Dan Ives is the managing director, equity research at Wedbush Securities. Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. The two all-star stock watchers join Big Technology Podcast to discuss the fascinating state of big tech stocks, particularly Apple's surprising resilience. Tune in to hear why Apple's stock is up 42% since April despite mixed headlines about Vision Pro and AI, and whether its $3.5 trillion valuation is justified. We also cover Nvidia's dominance in AI chips, how a potential Trump presidency could impact tech stocks, and Amazon's cultural challenges. Hit play for an insightful discussion about where the biggest names in tech are headed and how to think about investing in them.
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
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