Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
Big Technology Podcast
02/06/26
•63m
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI worries crush software stocks 2) Why is software in the crosshairs? 3) Is it vibecoding or that software becomes an input into AI bots 4) Why software might make it through 5) Anthropic's legal plugin that set it off 6) Okay, so no AI bubble? 7) Anthropic's Super Bowl ad attacks OpenAI 8) OpenAI's response 9) OpenAI losing share to rival chatbots 10) What the hell is happening to Bitcoin? 11)
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Previous Episode
Joelle Pineau is the chief AI officer at Cohere. Pineau joins Big Technology Podcast to discuss where the cutting edge of AI research is headed — and what it will take to move from impressive demos to reliable agents. Tune in to hear why memory, world models, and more efficient reasoning are emerging as the next big frontiers, plus what current approaches are missing. We also cover the “capability overhang” in enterprise AI, why consumer assistants still aren’t lighting the world on fire, what AI sovereignty actually means, and whether the major labs can ever pull away from each other. Hit play for a cool-headed, deeply practical look at what’s next for AI and how it gets deployed in the real world.
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Next Episode
Sridhar Ramaswamy is the CEO of Snowflake. Ramaswamy joins Big Technology Podcast to break down the competitive dynamics in the AI race today, drawing from his experience working at Google and competing with it. We also cover the future of software, looking at whether AI will turn established software companies into "dumb backends." In the second half, we discuss “shadow AI” driving enterprise adoption from the bottom up, the risk of becoming a feature in someone else's platform, and why Chinese open-source models might actually be a net positive for the US. Hit play for a sharp, deeply informed conversation about where AI competition, enterprise software, and the future of work are heading.
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