OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival
Big Technology Podcast
11/05/25
•56m
About
Comments
Featured In
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
Previous Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI converts to a public benefit corporation 2) Why this is big news 3) Satya Nadela's wise OpenAI maneuver 4) Microsoft wants every AI model on Azure 5) Is AGI dead? 6) Inside Microsoft and OpenAI's negotiations 7) Sam Altman charts out OpenAI's next three years 8) Is building automated AI researchers a worthwhile and ambitious goal? 9) OpenAI also wants to be its own Ai cloud 10) OpenAI has become Facebook, kinda 11) OpenAI employees say they don't want to be engagement farmers 12) Meta's threat from OpenAI 13) Instead of the AI bubble, how about the AI wobble? 14) Do we want the 1X Technologies Neo humanoid robot?
---
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
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
November 7, 2025
•59m
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
If you like this episode you’ll love
Promoted