Google’s Crazy AI Overviews, OpenAI’s Superalignment Drama, NVIDIA’s Unstoppable Run

Mark Gurman is Chief Correspondent at Bloomberg. He stops by Big Technology Poddcast for a brief recap of the week's Apple news, including its no-money deal with OpenAI. Ranjan Roy from Margins is also back for our weekly discussion of the latest tech news. We cover: 1) Alex's Visit to NVIDIA 2) The Gurman interview - which covers a) Apple + OpenAI b) The stock market reaction to WWDC c) Apple's Robotics future 3) Ranjan and Alex react to the Gurman interview 4) OpenAI's relative strength after this week 5) Apple's position after this week 6) Microsoft's position after this week 7) Forbes vs. Perplexity 8) A new era of IP fights? 9) Elon's pay package --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

M.G. Siegler of Spyglass is back to recap Apple's big AI-themed WWDC event and look ahead to AI's broader potential moving forward. Tune for an in-depth analysis of Apple's new AI features, and what they say about the strengths and limitations of the current AI models. We cover whether the new features will lead to an iPhone upgrade cycle, the stock market's reaction, Elon Musk getting angry about the event, why OpenAI played a smaller role than many anticipated, Apple's potential robotics future, and where Apple stands after the big reveal. Hit play for a timely conversation that goes beyond the hype to examine the real-world implications of Apple's foray into AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Alex Kantrowitz joins on site from WWDC, where Apple just made its big AI announcement. Tune in for a quick recap of the event's news and the implications. We cover Apple Intelligence, Genmoji, Writing Tools, & more. And what it meens: 1) Apple needing to go bold 2) Opening the device up to take advantage of the next 18 months of AI development 3) The OpenAI parternship 4) How Google reacts to this 5) How Microsoft reacts to this 6) The financial implications. Did you like this episode? Any feedback on this style? Please email [email protected]

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Apple's WWDC AI preview 2) Apple's willingness to change its operating system with AI 3) Were Humane and Rabbit on the right track with bad execution? 4) Will the market react well to WWDC? 5) Apple is going to put cameras in AirPods? + Alex's experience with the Ray-Ban Metas 6) NVIDIA's $3 trillion market cap 7) NVIDIA surpasses Apple for a minute in valuation 8) Are we at the NVIDIA top? 9) Roaring Kitty is back in the Gamestop trade 10) OpenAI's current an ex-employee write an open letter about safety disclosure 11) Sam Altman narrative change - is it fair? 12) Leopold Aschenbrenner's public rollout 13) Alex's chances of turning into a paperclip next week --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Ben Smith and Nayeema Raza host Mixed Signals, a new media podcast from Semafor. And Joe Marchese is the general & build partner at Human Ventures. The three join Big Technology Podcast for a VC + Journalist conversation on whether the news industry can survive its dealings with generative AI tech providers, like OpenAI, after several publications inked multi-million dollar content deals. Tune in for a conversation that explores whether the news industry is setting itself up for a repeat of past mistakes made with Facebook and Google. We also cover whether the news industry can harness AI, what the value of news is to AI companies, and whether AI can be taught to emulate media brands and pay a licensing fee. Plus much more. Tune in for a lively conversation about a core issues facing the AI field today. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Walt Mossberg is a legendary tech journalist and longtime columnist for the Wall Street Journal. This is a preview of our premium Big Tech War Stories Podcast where Mossberg joins to discuss how he formed connections with industry titans like Steve Jobs, Bill Gates, and Jeff Bezos, and what drove their thinking and strategies. In this preview we cover Jobs, discussing his optimism, focus, and unending curiosity that led to long hours of conversation with Mossberg via phone. We also discuss the relationship between the tech industry and the press, where Mossberg has some interesting thoughts, and even some optimism of his own. To listen to the full episode, go to bigtechnology.com if you're a paid subscriber, or upgrade here.

Brian McCullough, host the Techmeme Ride Home podcast, joins us our weekly discussion of the latest tech news. We cover 1) OpenAI teasing GPT-5 2) Or wait, was it GPT-6? 3) Satya Nadella speaks with Sam Altman about OpenAI's Apple partnership 4) How long will OpenAI and Microsoft be best buds? 5) Does OpenAI benefit by diversifying partnerships? 6) Is Apple going to go all-in on AI at WWDC? 7) What the new Siri might look like? 8) OpenAI's ex-board members speak up about Altman firing episode 9) Statement from OpenAI on alignment work 10) Elon Musk gets $6 billion to build 'gigafactory of compute' at xAI 11) Could Ilya join Elon again? 12) How remote work is increasing loneliness 13) The meetings will continue until morale improves --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Sign up for Big Technology on Substack: Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Louise Matsakis is a technology reporter and writes You May Also Like on Beehiiv. Matsakis joins Big Technology Podcast to discuss her recent story for Big Technology about how Shein and Temu snuck up on Amazon and what these two Chinese ecommerce companies have done to carve out a growing slice of the online retail market. In this story, we talk about demographics, marketing, tariff loopholes, and more. Stay tuned for the second half where we discuss the state of the TikTok ban and how China is competing with U.S. Tech. Read the full story: How Shein and Temu Snuck Up on Amazon --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Google's AI Overviews tell us to eat rocks 2) Is this a signal the web really is done? 3) Google's history of messy AI launches 4) OpenAI's super-alignment team in chaos 5) Is there immediate AI safety risk or did the team leave because there isn't? 6) OpenAI's NDA practices 7) Did OpenAI take Scarlett Johansson's voice? 8) Is there a line for the tech industry taking intellectual property? 9) NVIDIA's wild earnings report 10) Is this the end of the NVIDIA run? 11) When are we going to see an ROI on AI spending? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Aaron Levie is the CEO of Box. Levie joins Big Technology Podcast to discuss the implications of AI getting cheaper and faster after OpenAI cut GPT-4o's prices by half and made it twice as fast. We also cover AI's impact of AI on jobs, the evolving AI safety debate, and how companies like Box are harnessing these powerful technologies. It was our first public event and such a blast to meet so many of you! Hit play for a thought-provoking exploration of the AI cutting edge, and what comes next. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]