Big Technology Podcast

In this engaging discussion, Michael Intrator, CEO of CoreWeave, and Brian Venturo, Chief Strategy Officer, dive into the company’s rapid rise in the AI sector. They share their experiences of expanding data centers at lightning speed, transitioning from crypto beginnings to AI infrastructure. Delving into the technical aspects, they reveal how their unique cooling systems and software set them apart. The duo also discusses managing risks, utilizing debt for growth, and how market downturns may open up new opportunities. Insightful and candid, their insights paint a picture of a fascinating and dynamic business.

Ranjan Roy, a tech and business commentator from Margins, dives into the latest developments in the tech world. He discusses Meta’s acquisition of Manus and its potential as a consumer AI strategy. The duo explores the implications of AI-driven advertising for Meta’s future and critiques the current state of Instagram aesthetics influenced by AI. They also tackle the troubling issues surrounding Grok's recent scandal involving inappropriate AI-generated content. Finally, they ponder why younger generations are drawn to betting as a response to financial uncertainties.

Demis Hassabis, CEO of Google DeepMind and AI innovator known for AlphaFold, discusses the current landscape of artificial intelligence. He explores the pursuit of artificial general intelligence (AGI) and the barriers like reasoning and creativity that remain. The conversation dives into the deceptive behaviors observed in AIs and the need for secure testing environments. Hassabis also shares his vision for smart glasses, agentic systems in robotics, and the potential of AI to transform drug discovery and human health, envisioning a future where technology significantly enhances society.

Ranjan Roy, a tech commentator and writer at Margins, joins to predict the landscape of technology in 2026. He discusses how agentic AI will streamline tasks for users and envisions ChatGPT reaching a billion users. Foldable phones are set to reshape the market, and Apple is predicted to have its best year yet. Ranjan forecasts a boom in AI shopping and companionship, while also highlighting potential backlash around public AI recording and competition facing OpenAI from giants like Google and Microsoft.

Reed Albergotti, the technology editor at Semafor, dives into a whirlwind of tech predictions for 2026. He discusses Meta's bold superintelligence strategy and Google's Gemini initiative, while analyzing the risks tied to their productization efforts. The conversation also covers Tesla’s impending self-driving breakthrough and NVIDIA's market potential amid commoditization. Moreover, Reed explores the romantic connections people are forming with AI companions, raising intriguing privacy concerns. Get ready for a captivating glimpse into the future of technology!

Explore the intriguing world of AI as Ranjan Roy and Alex discuss OpenAI's ambitions for persistent memory and how this could transform relationships with chatbots. They dive into the operational challenges behind this vision and alternatives between AI-native apps versus add-ons. Google’s fast and cost-efficient Gemini model faces scrutiny, while Microsoft’s Copilot struggles with user friction. The conversation also touches on AGI's evolving definition and OpenAI's strategic moves towards its own AI devices, raising questions about future AI interactions.

Sam Altman, CEO of OpenAI, dives into the competitive landscape of AI. He reveals OpenAI's strategic advantages and discusses the importance of product personalization and distribution. Altman explains his vision for AI memory, detailing how it can enhance user experiences and create emotional bonds. He anticipates significant advancements in upcoming AI models and emphasizes the need for massive compute power to drive innovation. With insights on financing infrastructure and the future of AI devices, Altman offers a glimpse into the transformative potential of OpenAI.

Jim Cramer, host of CNBC's Mad Money and author of How To Make Money In Any Market, delivers hot takes on major tech companies. He speculates on NVIDIA's potential to hit $10 trillion and discusses Tesla's reliance on self-driving technology. Cramer highlights Apple's savvy AI strategy, Amazon's post-Bezos stagnation, and praises Google's dominance in search ads. He also emphasizes the importance of individual stock picking over index funds and shares his philosophy on the purpose of money, advocating for universal healthcare.

Ranjan Roy, a keen observer of enterprise AI trends, joins to dissect the tech landscape. They explore OpenAI's strategic pivot towards enterprise in 2026, posing the question: Is the AGI dream fading? Roy and the host debate the balance of serving both consumer and enterprise markets. The conversation turns to Disney's bold $1B AI deal, examining how this move enhances fan engagement while grappling with legal complexities. They also highlight challenges in the AI infrastructure sector, questioning the future of massive data center investments.

Melia Russell, a Senior Correspondent at Business Insider, dives into the revolutionary impact of AI on the legal industry. She discusses how AI cuts research time dramatically and reshapes legal workflows. Melia highlights the growing pressure from clients for law firms to adopt AI tools, driving efficiency amid changing business models. She explores the rise of legal tech startups and how democratized access to legal services could reshape the landscape, while also considering the implications for entry-level jobs in law.