Big Technology Podcast

Ranjan Roy, a contributor to Margins, dives into the fascinating world of tech and politics. He discusses Polymarket's impressive accuracy in election forecasting and its appeal to crypto enthusiasts. The conversation highlights Bitcoin's remarkable rise and the implications for the stock market. Ranjan also examines the podcasting boom and how it's reshaping political dialogue, alongside the risks associated with open-source AI in military contexts, especially with countries like China. An insightful blend of market trends and media evolution!

Dan Primack, business editor at Axios, and Ana Swanson, trade and economics reporter for The New York Times, dive into the implications of Trump's 2024 election win. They explore how his economic policies could impact inflation and the working class, while dissecting the future of US-China trade relations and semiconductor industries. Discussions also include potential shifts in tech antitrust laws, the influence of Elon Musk in the new administration, and the overall outlook for the economy under Trump. Tune in for keen insights and predictions!

Alan Deardorff, a professor emeritus of international economics at the University of Michigan, dives into the intricate world of tariffs and trade on the eve of the elections. He discusses the contrasting views of Trump and Harris on trade policies and the potential risks posed to U.S. tech companies by a trade war. The conversation also scrutinizes China's practices, the implications for electric vehicles, and how tariffs could reshape retailer strategies. Deardorff concludes with insights on currency debasement and the stability of the U.S. dollar.

Ranjan Roy, a tech news contributor at Margins, dives into the latest buzz about OpenAI’s GPT-5 being postponed to 2025. They discuss the shift in focus for OpenAI from big models to enhancing product experiences. Roy highlights Meta's ambitious AI projects using over 100,000 GPUs and the competition in the search market. The conversation also touches on the paradox of big tech investing heavily in AI while laying off employees, and concludes with a light-hearted yet insightful look at the upcoming election and its intersection with tech trends.

Aidan Gomez, co-author of the groundbreaking "Attention Is All You Need" paper and CEO of Cohere, dives into the realities of next-generation AI. He dismantles myths about AI's extraordinary capabilities, emphasizing its true value in automating backend processes to save businesses billions. The conversation touches on the limitations of AI training, the role of synthetic data, and practical applications in various sectors like healthcare. Gomez also discusses the synergy between AI and humans, highlighting a balanced, responsible approach to integration in the workplace.

Ranjan Roy, a contributor at Margins offers insights into the tech sphere, joins for a lively discussion on current developments. The conversation highlights the underwhelming debut of AI agents and their potential pitfalls. They explore Elon Musk's surprising communications with Vladimir Putin and the geopolitical tensions surrounding them. Tragic tales, like a teen's devastating bond with an AI chatbot, spark debates on accountability and mental health. Lastly, they critique traditional media and advocate for innovative, user-friendly news solutions.

Dan Ives, Managing Director of Equity Research at Wedbush Securities, brings his tech stock expertise, while Stephanie Link, Chief Investment Strategist at Hightower Advisors, offers keen insights on market strategies. They dive into Apple's impressive 42% stock increase, despite mixed news. The duo also analyzes how a potential Trump presidency could shift tech markets, NVIDIA's booming AI chip demand, and Amazon's struggles with culture amidst its vast growth. Catch their take on the evolving tech landscape and investment opportunities!

Ranjan Roy, a tech contributor at Margins, joins the discussion to explore the tense dynamics between OpenAI and Microsoft as their partnership faces internal conflicts. The conversation shifts to Apple's ambitions for smart home integration and its vision of having screens in every household. They also touch on Netflix’s earnings amid challenges in user engagement. Finally, the shocking incident at Meta involving employees misusing meal credits raises questions about corporate culture and accountability in big tech.

Josh Brown, CEO of Ritholtz Wealth Management and CNBC contributor, dives deep into how fears surrounding automation and AI are fueling a tech investment bubble. He discusses the paradox of financial empowerment post-COVID and its impact on capitalism. Brown sheds light on the dual effects of AI on productivity and economic inequality and analyzes the surprising resilience of the U.S. economy despite recession fears. He also explores the competitive dynamics among tech giants like Apple and NVIDIA, providing keen insights into the evolving market landscape.

Corey Weinberg, a notable reporter at The Information, joins regular contributor Ranjan Roy for an engaging discussion. They dive into the shocking financials of OpenAI, predicting massive losses despite its ChatGPT revenue plans. The duo also critiques Tesla’s recent RoboTaxi event, weighing hype against reality. Ranjan shares his personal experience with Snapchat's spectacles, and they explore the peculiarities of Shein's CEO, raising questions about the company’s operations. Finally, they tackle TikTok's troubling revelations regarding teen wellbeing.