The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

Aidan Gomez is the co-author of the "Attention Is All You Need" paper that launched the AI revolution and CEO of Cohere, an enterprise AI company. Gomez joins Big Technology to discuss the myths, facts, and realities of today's AI landscape. Tune in to hear why the real value of AI isn't in flashy consumer apps but in automating crucial back-office processes that could save businesses billions. We also cover the truth about AI capabilities, the likelihood of AGI, synthetic data training, and whether an intelligence explosion is possible. Hit play for a refreshingly grounded discussion about where AI is actually making an impact, from one of the field's pioneering voices. --- 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) AI agents are here 2) Anthropic's Sonnet 3.5 model 3) Why we're underwhelmed with AI agents so far 4) The long-term bull case for agents 5) OpenAI's Orion model 6) Sam Altman's fake news tweet, and his cryptic preview of that news 7) Elon Musk and Putin speak regularly 8) China, Russia, Iran, North Korea vs. U.S. and Europe about to get weird 9) Tesla's blowout earnings 10) Waymo raises $5.6 billion 11) Teen takes life after falling in love with Character.ai bot 12) Perplexity vs. The Media 13) Big Technology and ElevenLabs make a deal. --- 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]

Dan Ives is the managing director, equity research at Wedbush Securities. Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. The two all-star stock watchers join Big Technology Podcast to discuss the fascinating state of big tech stocks, particularly Apple's surprising resilience. Tune in to hear why Apple's stock is up 42% since April despite mixed headlines about Vision Pro and AI, and whether its $3.5 trillion valuation is justified. We also cover Nvidia's dominance in AI chips, how a potential Trump presidency could impact tech stocks, and Amazon's cultural challenges. Hit play for an insightful discussion about where the biggest names in tech are headed and how to think about investing in them. --- 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/ Questions? Feedback? Write to: [email protected]

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. Cory Weinberg from The Information joins us for the first half! We cover 1) Open AI and Microsoft’s relationship starting to fray 2) Microsoft rebuffing OpenAI's fundraising efforts 3) Mustafa Suleyman's impact on the Microsoft - OpenAI dynamic 4) Why OpenAI sought Apple and NVIDIA's investment 5) Softbank from the top rope 6) When might OpenAI declare it's reached AGI? 7) Microsoft and OpenAI sort out ownership stakes in a new for-profit entity 8) Apple's new smart home strategy 9) Netflix's earnings and engagement questions 10) Meta fires employees for using meal money on toothpaste 11) Silicon Valley and FIRE --- 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]

Josh Brown is the CEO of Ritholtz Wealth Management, a CNBC contributor, and author of "You Weren't Supposed to See That." Brown joins Big Technology to discuss the intersection of AI, big tech, and the current state of the economy. Tune in to hear how automation fears are driving a potentially fear-based investment bubble in tech giants and the concept of a "relentless bid" shaping today's stock market. We also cover the unexpected consequences of COVID-era stimulus, insights on major tech companies like Amazon, Apple, and NVIDIA, and how the financial industry is adapting to technological shifts. Hit play for a compelling blend of financial expertise and cultural commentary that illuminates the complex relationships between technology, economics, and society in our rapidly evolving world. --- 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. Cory Weinberg from The Information joins us for the first half! We cover 1) OpenAI's financials leak 2) OpenAI plans to make most of its revenue via ChatGPT 3) OpenAI's staggering losses 4) Can OpenAI be a sustainable business? 5) Training costs vs. inference costs 6) You don't exclude training costs from profitability statements! 7) Tesla's Robotaxi event 8) Self-driving's importance 8) Ranjan gets the Snap spectacles 9) Shein's CEO oddities 10) Is Shein state run? 11) TikTok's impact on kids. --- 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]

Elizabeth Reid is Google's VP of Search and a 20-plus year veteran of the company. Reid joins Big Technology to discuss Google's major AI push and how this new era of computing is transforming its product and business. Tune in to hear about AI-organized search results, the growth of Google Lens, and how AI is changing the way people interact with search. We also cover the potential impact on publishers, Google's approach to responsible AI deployment, and the future of AR technology. Hit play for an insider's look at how the world's largest search engine is evolving in the age of 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]

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) OpenAI closing a $6.6 billion fundraise 2) A look at the investors, including Softbank, Tiger Global, Cathie Wood, and Altimeter 3) Will OpenAI need to raise again shortly? 4) Is an IPO next? 5) Investors can get their money back if OpenAI doesn't convert to a standard for profit company 6) What's next for OpenAI's relationship with Microsoft? 7) Meta's quiet election 8) Is social media's collision course with politics sad? 9) AI girlfriend apps on the rise 10) AI slop has taken over the internet 11) Ranjan's weird Facebook experience 12) Depression and bewilderment --- 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]

Andrew Bosworth is the Chief Technology Officer at Meta. Bosworth joins Big Technology Podcast to discuss Meta's new Orion augmented reality glasses and the future of human-computer interaction. Tune in to hear his insights on the technical capabilities of AR, the potential of artificial intelligence, and how these technologies could reshape the way we interact with computers and each other in the coming years. We also cover the evolution of computing paradigms, Meta's strategy in the AI and AR/VR space, and the philosophical implications of advanced AI. Hit play for a fascinating conversation with one of the top technology executives at the forefront of the AR and AI revolution. --- 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) OpenAI changing its corporate structure to for-profit, public benefit corporation, per reports 2) Is this good for OpenAI? 3) Turmoil through the transformation 4) Can you exist outside of 'the system'? 5) OpenAI CTO Mira Murati leaves 6) Further executive departures 7) Sam Altman's compensation 8) 'Elon Musk's revenge' 9) OpenAI will close its oversubscribed funding round next week 10) New York Times covers Goldman's AI critic 11) Hands on with Meta Orion 12) Augmented Reality as a new computing paradigm 13) Snap vs. Meta AR battle 14) MKBHD's less than stellar wallpaper app 15) Diddy and SBF are roommates --- 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]