OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
Big Technology Podcast
09/26/25
•59m
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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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Previous Episode
Is Generative AI a Cybersecurity Disaster Waiting to Happen? — With Yinon Costica
September 24, 2025
•63m
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
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Next Episode
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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