Stephen Morris

Stephen Morris, the San Francisco Bureau Chief at the Financial Times, shares insights on the tech industry's latest trends. He discusses the anticipated release of GPT-5 and its potential to be labeled AGI by Sam Altman. The conversation explores the challenges faced by OpenAI's Stargate project in securing data center deals and the renewed focus on scaling in AI research. Additionally, Morris highlights the soaring energy demands of AI data centers and contrasts the recent earnings of Alphabet and Tesla, revealing the dynamics at play in this competitive landscape.

Stephen Morris, San Francisco Bureau Chief at the Financial Times, breaks down Silicon Valley’s biggest moves. He covers Anthropic’s massive raise and investor frenzy. He explains the scale of potential OpenAI funding and who might pay. He unpacks Big Tech earnings, Amazon’s layoffs, Apple’s strong quarter, and the SpaceX IPO and possible tie‑ups with xAI.

Join Stephen Morris, the Financial Times' San Francisco bureau chief, Hannah Murphy, a correspondent focusing on big tech, and Elaine Moore, tech comment editor, as they dissect the future of Silicon Valley. They delve into the evolving dynamics between tech giants and politics, particularly Musk and Zuckerberg's ties to Trump. The conversation explores the implications of AI rivalry, the cooling antitrust momentum, and Meta's strategic shift from the metaverse to practical smart glasses, all while considering how China’s AI approach contrasts with the US.

In this discussion, Stephen Morris, FT’s San Francisco Bureau Chief, and Joe Miller, the FT’s Washington correspondent, dive into the tumultuous relationship between Elon Musk and Donald Trump. They unravel Musk's ambitious yet unsuccessful government reform plans and his abrupt exit from political life. The conversation reveals how Musk's bold ideas clashed with the realities of governance, leading to a dramatic fallout marked by public disputes. This breakdown raises questions about Musk's future impact on both tech and politics.

Joe Miller, the Financial Times' Washington correspondent, dives into the intersection of tech and politics, focusing on Elon Musk's influence under Trump's presidency. Hannah Murphy discusses the impact of social media regulations, while Stephen Morris examines the tech landscape and AI development. They explore how Trump's policies may reshape the industry, from potential tech oligarchies to the challenges for emerging platforms like Truth Social. The conversation presents an intriguing outlook on the tech world ahead in 2025.