OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity

Big Technology Podcast

11/07/25

•

59m

About

Comments

Featured In

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI CFO Sarah Friar's comments about a government backstop for its financing 2) Why these statements matter 3) Does OpenAI need financial discipline 4) Do we want to be the discipline police? 5) Should we build a national compute reserve? 6) Why OpenAI is getting so much scrutiny lately 7) OpenAI's ambitious financial plans 8) Elon's $1 trillion pay package gets approved 9) Amazon sues Perplexity 10) Ilya's deposition revealed 11) Farmer insights

---

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

Previous Episode

OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival

November 5, 2025

•

56m

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into OpenAI’s newly cleared path to an IPO, what trillion-scale capex vs. current revenue implies, and how Microsoft’s 27% stake, IP rights, and fresh AWS entanglements complicate the story. We debate whether the market can stomach years of heavy losses, why “AGI or bust” creates systemic risk, and what happens if model gains plateau, compute economics flip, or fast followers erase any AGI edge. Finally, we look at Apple’s iPhone 17 resurgence—why it’s hitting now and whether it’s enough without a breakthrough assistant. Tune in for a clear walkthrough of tech’s biggest news with one of the industry’s sharpest analysts.

---

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

Next Episode

Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman

November 12, 2025

•

41m

Mustafa Suleyman is the CEO of Microsoft AI and the head of the company’s new superintelligence team. Suleyman joins Big Technology to discuss Microsoft’s push toward “humanist superintelligence” and what changes after its latest OpenAI deal. Tune in to hear whether LLMs can get us there, how self-improving systems might work safely, and what power, data, and memory advancements mean for progress. We also cover Microsoft’s strategy shift to AI self-sufficiency, the economics of frontier models (including price pressure and commoditization), world-model and robotics questions, and the rise of personalized AI companions. Hit play for a candid, technical, and forward-looking conversation about where Microsoft—and AI—are headed next.

---

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

Learn more about your ad choices. Visit megaphone.fm/adchoices