Big Technology Podcast

• Is AI Actually Saving The Stock Market? — With Tom Lee

  Tom Lee is the chief investment officer at Fundstrat Capital and head of research at FSInsight. He joins Big Technology Podcast to discuss whether generative AI wave is actually holding up the stock market and what would happen if it stalled or fell apart. We discuss what an AI 'Black Swan' event would look like, whether the bubble would pop, and what happens if AI gets too good. Tune in for the second half where we discuss how Lee predicts stock market movements, why the market is holding up well, and whether bitcoin has room to grow. For complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists, you can visit ⁠⁠fundstrat.com/tom⁠⁠ --- 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: [email protected]

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• OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree

  Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI and Microsoft's tension boils as business relationship grows complex 2) Is Microsoft being anticompetitive? 3) How much money OpenAI owes Microsoft 4) Who holds the power in the relationship? 5) OpenAI discounts ChatGPT enterprise 6) New study shows using ChatGPT leads to eroding critical thinking skills 7) Does ChatGPT help or hurt education? 8) Andy Jassy says AI will replace Amazon workers 9) Is this really just a ploy to get workers using AI tools? 10) Zuck hires more AI execs 11) Waymo arrives in NYC.... kinda --- 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: [email protected]

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• Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition

  Dwarkesh Patel is the host of the Dwarkesh Podcast. He joins Big Technology Podcast to discuss the frontiers of AI research, sharing why his timeline for AGI is a bit longer than the most enthusiastic researchers. Tune in for a candid discussion of the limitations of current methods, why continuous AI improvement might help the technology reach AGI, and what an intelligence explosion looks like. We also cover the race between AI labs, the dangers of AI deception, and AI sycophancy. Tune in for a deep discussion about the state of artificial intelligence, and where it’s going. --- 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: [email protected]

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• Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos

  Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's 'Gentle Singularity' essay 2) Is Altman overhyping the technology's current capabilities 3) Why the next few years may see crazy AI development 4) The case for and against humanoid robots 5) OpenAI's o3 pro model and the value of tool use 6) Meta's acquihire-zition of ScaleAI and founder Alexandr Wang 7) The case for the move and the rationale behind Zuck's aggressiveness 8) MetaAI posts 'private' conversations 9) Google traffic to web publishers falls off a cliff -- here's the data. 10) The burning of the Waymos 11) Alex fight robots --- 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: [email protected]

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• What Apple's Failures Say About AI's Limitations —  With M.G. Siegler

  M.G. Siegler is the author of Spyglass. He joins Big Technology to discuss Apple’s subdued WWDC and whether it signals deeper trouble with AI's capabilities. Tune in to hear a breakdown of Apple’s “UI over AI” approach, whether the company can pull off the Apple Intelligence vision at all, and if Liquid Glass is a redesign destined to fail. We also cover the vibes at the conference and the state of Apple today. Hit play for clear-eyed, no-nonsense analysis of the tech world’s biggest stories. --- 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: [email protected]

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