The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
Big Technology Podcast
05/02/25
•65m
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) What an 'AI-First Company' is 2) Aaron Levie's AI-first memo to Box. 3) Luis von Ahn's AI-first memo to Duolingo 4) Tobi Lutke's AI-first memo to Shopify 5) Can non-tech company be AI-first? 6) Apple earnings 7) Apple's federal government issues 8) Microsoft earnings 9) Amazon earnings 10) Meta Earnings 11) NVIDIA vs. Anthropic 12) More on AI consciousness 13) The very handy Mag2
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Previous Episode
Jamil Ghani is Amazon’s Vice President of Prime. Ghani joins Big Technology Podcast to discuss Amazon's position in the ongoing trade war and how Alexa Plus combined with Prime will appeal to its customers. Tune in to hear Ghani debunk the headline about tariff price labels, walk through Alexa Plus’s rollout, and outline why Amazon believes its approach to a contextually-aware assistant will work. We also cover Prime Day strategy, supply-chain regionalization, warehouse robotics, and Amazon’s growing AI alliance with Anthropic. Hit play for a fast, candid look at how the world’s largest online retailer is positioning itself for the next era of commerce and consumer tech.
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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Next Episode
Is AI Scaling Dead? — With Gary Marcus
May 7, 2025
•54m
Gary Marcus is a cognitive scientist, author, and longtime AI skeptic. Marcus joins Big Technology to discuss whether large‐language‐model scaling is running into a wall. Tune in to hear a frank debate on the limits of “just add GPUs" and what that means for the next wave of AI. We also cover data‐privacy fallout from ad‐driven assistants, open‐source bio‐risk fears, and the quest for interpretability. Hit play for a reality check on AI’s future — and the insight you need to follow where the industry heads next.
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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