Big Technology Podcast Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
233 snips
Jul 25, 2025 
Stephen Morris, the San Francisco Bureau Chief at the Financial Times, shares insights on the tech industry's latest trends. He discusses the anticipated release of GPT-5 and its potential to be labeled AGI by Sam Altman. The conversation explores the challenges faced by OpenAI's Stargate project in securing data center deals and the renewed focus on scaling in AI research. Additionally, Morris highlights the soaring energy demands of AI data centers and contrasts the recent earnings of Alphabet and Tesla, revealing the dynamics at play in this competitive landscape.
AI Snips
Chapters
Transcript
Episode notes
OpenAI's Changing Competitive Edge
- OpenAI's lead in AI is now challenged by rivals like Anthropic and Gemini.
- GPT-5 aims to be a leap forward to reclaim dominance with advanced capabilities.
GPT-5's Coding & Multimodal Leap
- GPT-5 is expected to unify multimodal abilities at speed and lowered cost.
- Improvement in coding is critical for OpenAI to compete in lucrative enterprise markets.
AGI Definition Influences Deals
- OpenAI and Microsoft partnership hinges on AGI declaration for contractual rights.
- AGI means surpassing $100 billion in profits annually, a high bar none have met yet.