Did Google Just Fall Behind Again?, iPhone Fold Cometh, Anthropic Files To Go Public

Alex Himel is Meta’s VP of Wearables. Himel joins Big Technology Podcast to discuss the future of AI wearables and why Meta believes glasses could become the next major computing platform. Tune in to hear how AI assistants might help with daily tasks, meetings, reminders, fitness, photos, and real-world context without pulling people out of the moment. We also cover the competition from OpenAI, Google, Apple, and Amazon; the privacy questions around facial recognition; on-device AI; and the story of how Mark Zuckerberg pushed Meta to turn Ray-Ban glasses into an AI product. Hit play for a sharp look at whether smart glasses are finally ready to break through, and what they could mean for the future of personal AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Does WWDC matter, or is it all about iPhones? 2) Apple's plan to build AI into the operating system 3) Apple finally seems to be building to the technology's capabilities 4) But... Apple may still waitlist people for forthcoming features 5) Anthropic says AI might be close to being able to improve itself 6) Is that marketing? 7) Can Anthropic stay ethical as a public company? 8) Microsoft and OpenAI are now in direct competition 9) Microsoft is building models, is OpenAI building a cloud? 10) Let's go Knicks Join us for the Big Technology AI Summit: https://summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Geoffrey Hinton is an AI pioneer, a Nobel Prize winner, and a professor emeritus at the University of Toronto. Hinton joins Big Technology Podcast to discuss AI’s rapid progress, why he believes today’s systems already understand us, and why he thinks superintelligence may arrive sooner than many expect. Tune in to hear Hinton explain why the technology has advanced faster than he anticipated, and lay out the risks he believes society is not doing enough to address. We also cover AI-driven job loss, the limits of corporate self-regulation, Anthropic and OpenAI’s safety challenges, emotional attachment to chatbots, information collapse, and whether future AI systems can be designed to care about humans. Hit play for a fascinating conversation with one of AI’s founding figures about where the technology is heading and what it could mean for all of us. Join the Big Technology AI Summit in San Francisco on June 18: summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler is the author of Spyglass.org. Siegler joins Big Technology to discuss whether Google is falling behind in AI as OpenAI and Anthropic push ahead with coding agents and super-app ambitions. Tune in to hear why AI agents may reshape the way people use the web, email, apps, and browsers, and why that could put Google in a difficult position. We also cover Apple’s upcoming WWDC, the rumored iPhone Fold, Meta’s messy subscription strategy, and Anthropic’s move toward an IPO. Hit play for a sharp, wide-ranging conversation on the biggest power shifts happening in tech right now. Join Big Technology's AI Summit on June 18: summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Companies are reconsidering their AI spend after token consumption explodes 2) Is this a widespread issue or a big deal made out of a few companies? 3) The bigger problem: only 18% of tokens are spent on things that ship. 4) Are investment decisions being made due to unrestrained tokenmaxxing? 5) The circular investment problem is real 6) A look at the memory chip boom 7) Anthropic passes OpenAI as the world's most valuable startup 8) Robinhood let's your favorite chatbot trade for you 9) Should you connect your gmail to ChatGPT? 10) Would you get your house cleaned for free if the cleaner videotaped it for training data? Join us for the Big Technology AI Summit: https://summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Dick Costolo is the ex-CEO of Twitter and managing partner at 01 Advisors. Costolo joins Big Technology Podcast to look ahead to the SpaceX, OpenAI, and Anthropic IPOs, looking at whether the offerings will be successful, who should go first, how the companies differ, and where the capital will come from. Tune in for the second half where we discuss the state of Meta, Costolo's Twitter memories, and Silicon Valley's 'Permanent Underclass.' Tune in for a fun, in-depth discussion of the most important pending business event in decades. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI's revenue numbers come out ahead of its potential IPO filing 2) Why is OpenAI considering going public now? 3) Is OpenAI trying to IPO ahead of Anthropic? 4) Is the Iran War accelerating the timeline of these fundraisings? 5) What would the top of the AI boom look like? 6) SpaceX files for an IPO 7) Are datacenters in space a myth? 8) Eric Schmidt gets booed at a college commencement 9) Meta's mass layoff 10) Meta's keystroke tracking rationale 11) Marc Andreessen says AI won't file a HR complaint --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Boris Cherney is the head of Claude Code at Anthropic. Cherney joins Big Technology to discuss Claude Code’s explosive growth and whether the rise of AI agents is sustainable. Tune in to hear how Claude Code is changing software development, why Anthropic believes agents will spread far beyond coding, and what happens when people start running hundreds or thousands of AI agents in parallel. We also cover token maxing, rate limits, Codex competition, SaaS disruption, self-improving AI, and whether today’s models really understand the consequences of their actions. Hit play for a sharp look at the agent boom from one of the people building it. Join the Big Technology AI Summit: https://summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Satya Nadella criticizing his OpenAI partnership 2) Did Microsoft play the OpenAI deal right? 3) AI native vs. bold on debate 4) Which big tech company will rank No. 1 in AI? 5) Bill Ackman buys Microsoft 6) OpenAI and Apple are on the outs 7) Claude for Small Business is here 8) What's coming up at Google IO 9) The Great 'AI Monet' Prank 10) Alright, alright, alright --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Joanna Stern is the author of "I Am Not a Robot: My Year Using AI to Do Almost Everything" and the founder of The New Thing. Stern joins Big Technology Podcast to discuss what happens when you infuse AI into every part of your life. Tune in to hear about her 48-hour road trip with an AI boyfriend, why she found chatbot relationships genuinely tempting, and what the sycophancy of these tools means for how we relate to each other. We also cover the promise and limits of AI wearables, how AI is quietly reshaping healthcare diagnostics from mammograms to dental X-rays, and whether Apple can finally deliver on Siri. Hit play for a fascinating look at the human side of living with AI, and why the biggest risks might not be technical. Join us for the Big Technology AI Summit: https://summit.bigtechnology.com/ --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices