The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
Big Technology Podcast
01/31/26
•57m
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Financial Times San Francisco Bureau Chief Stephen Morris joins for our weekly discussion of the latest tech news. We cover: 1) Anthropic's $20 billion fundraising round 2) OpenAI is looking at $100 billion in funding 3) Amazon alone might put $50 billion in OpenAI 4) When does the money run out? 5) The rise of Clawdbot/Moltbot 6) Meta and Microsoft beat on earnings but go in separate directions 7) The market has no idea what to do with the AI trade 8) Apple's historic quarter 9) Amazon lays off 16,000 10) SpaceX IPO in June? 11) Why a SpaceX and xAI merger could make sense
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Previous Episode
Is AI Killing Software? — With Bret Taylor
January 28
•63m
Bret Taylor is the CEO of Sierra and OpenAI's board chair. Taylor joins Big Technology Podcast to discuss how AI is reshaping software, from vibe coding to the rise of AI agents that will replace dashboards, forms, and the way we interact with technology. We also cover OpenAI's decision to introduce ads, whether AI progress is actually slowing down, and what Brett has learned from working with Sam Altman, Mark Zuckerberg, Elon Musk, and Sheryl Sandberg. Hit play for an essential conversation on the future of software with someone who's been at the center of every major tech shift for two decades.
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
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Next Episode
M.G. Siegler of Spyglass is back for our monthly tech news discussion. M.G. joins us to discuss Moltbook, the new Reddit-style social network where 150,000 AI agents are chatting, upvoting, and even proposing their own private language to keep humans out. Tune in to hear whether this is a preview of the singularity or just elaborate role-play—and why the security vulnerabilities are genuinely concerning. We also cover NVIDIA quietly backing away from its $100 billion OpenAI deal, Apple's record quarter that Wall Street shrugged off, and OpenAI's race to IPO before Anthropic (with Elon potentially beating them both). Hit play for a conversation about where AI is heading and what it means when the bots start talking to each other.
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