Big Technology Podcast

Ranjan Roy, writer at Margins known for skeptical tech and market analysis, joins to unpack big moves in AI. They discuss Anthropic’s SpaceX compute deal and whether it’s strategic signaling. The conversation covers explosive token use, OpenAI trial revelations about internal communications, and whether recent AI layoffs signal real disruption or just coping.

Dmitry Shevelenko, Perplexity’s chief business officer focused on AI search and agentic products, digs into whether AI assistants can become real digital workers. He gets into computer use, trust and permissions, multi-model orchestration, enterprise adoption, Chinese open models, pricing, and why revenue matters more than hype.

M.G. Siegler, Spyglass writer and longtime Silicon Valley analyst, joins for a fast-moving look at Apple’s unusually restrained AI spending. They dig into whether that bet could pay off, what John Ternus might change, how Microsoft and OpenAI are redefining their relationship, and why Stargate has become such a moving target in the AI infrastructure race.

Ranjan Roy, a tech and media analyst behind Margins, joins a sharp tour through OpenAI’s missed growth targets and why AI chatbots still haven’t hit mass adoption. They dig into Musk’s courtroom fight with Sam Altman, model copying and a looming AI price war. Plus: booming cloud earnings, a Senate move on prediction markets, and the dark turn of sports gambling coverage.

Mark Cuban, entrepreneur and investor behind Broadcast.com, the Mavericks, and Cost Plus Drugs, dives into AI’s real impact on work and business. He gets into why companies must rebuild around AI, which software players are vulnerable, and why curiosity matters most. Plus: foundation model economics, education’s biggest opportunity, and quick-fire takes on LeBron vs. Jordan and the NBA’s future.

Ranjan Roy, a tech and media strategist behind Margins, joins a sharp conversation on Apple’s future after Tim Cook, John Ternus’s big test, and quirky new AI hardware like tabletop robots. They also dig into OpenAI’s smoother new messaging, Meta’s layoffs and employee keystroke tracking, and why streaming prices are getting absurd.

Greg Brockman, OpenAI president and co-founder, joins for a sharp look at GPT-5.5 “Spud.” They get into coding, spreadsheets, slides, browser use, and the push from chatbots toward real-world agents. Also on the table: model moats, distillation, cybersecurity risks, trust in agents, and why compute may become the economy’s key resource.

Carissa Véliz, an Oxford philosopher and author focused on privacy and tech ethics, dives into why AI prediction can become a tool of power. She explores hiring and lending algorithms, surveillance and protest anonymity, prediction markets, generative AI’s taste for plausibility, and why humor and art can push back against a forecast-driven world.

Joanna Stern, veteran tech journalist and author of I Am Not a Robot, joins a fast-moving conversation about Tim Cook stepping down. They dig into why the timing shocked people, why John Ternus feels like the likely next face of Apple, and how the company could shift from operational mastery to a more hardware and AI driven future.

Ranjan Roy, Margins writer and sharp tech-industry analyst, dives into Jensen Huang’s awkward media moment, Nvidia’s shaky answers on chips and China, and why Anthropic’s Mythos suddenly looks serious. He also gets into Sam Altman’s conflict drama and succession chatter, then closes on the wildest twist: Allbirds turning into a meme-stock GPU play.