Big Technology Podcast

Andrew Ross Sorkin is an anchor at CNBC, columnist at The New York Times, and author of 1929, a bestselling book about the worst market crash in history. Sorkin joins Big Technology Podcast to discuss whether AI achieving its potential could lead to a similar crash, either via a labor shock or the disruption of software. Stay tuned for the second half where we discuss private credit risks, prediction market gambling, and the SpaceX IPO. Hit play for a dynamic conversation about where AI could lead, and its potential economic benefits or consequences.

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Chapters:

0:00 Introduction

3:37 Could AI's Success Cause a Market Crash?

7:02 The Mass Unemployment Question

34:39 Private Credit Explained

39:09 Private Credit Alarm Bells

42:43 The AI Debt Risk

47:14 The Prison of Financial Mediocrity

54:38 Could We Have a 1929-Scale Crash?

56:11 Fed Independence

1:03:08 The SpaceX IPO
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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Backlash against AI & specifically Sam Altman's comments about AI as a utility 2) Is this because people are worried about AI taking their jobs? 3) NBC poll shows AI is one of the least popular things in the U.S. 4) YouGov poll shows broadly negative feelings toward AI 5) Pew finds datacenters are very unpopular 6) Consequences of AI's unpopularity 7) Nvidia GTC preview: A rallying cry for AI 8) Could Jensen Huang be the guy that turns this around? 9) Amazon's AI code is messing things up 10) McKinsey's AI tool hacked 11) Meta can't get its act together with Avocado delayed 12) Should Meta's AI use Google's Gemini tech

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Olivia Moore is an AI partner at Andreessen Horowitz. Moore joins Big Technology Podcast to discuss whether startups still have a real shot at competing with the biggest AI chatbots as ChatGPT, Claude, and Gemini grow more capable. Tune in to hear why she believes the AI economy will be more distributed than many expect, where startups can still win, and how agentic products like OpenClaw could reshape software and work. We also cover AI’s image and video app shakeout, chatbot memory, AI companions, enterprise adoption, and what happens to incumbents as every company is pushed to become AI-native. Hit play for a sharp conversation about where value in the AI economy is actually headed.

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? 10) Or was it a real worry about AI-enabled surveillance? 11) McDonald's CEO's unwitting viral moment

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Michael Horowitz is the former deputy assistant secretary of defense for force development and emerging capabilities at the Department of Defense, and currently a professor at the University of Pennsylvania. Horowitz joins Big Technology to discuss the Anthropic–Pentagon rupture and what it signals about how the U.S. government wants to use frontier AI. Tune in to hear his inside view on how models like Claude actually get deployed in defense workflows, why a contract fight over “mass surveillance” language escalated, and what the trust breakdown says about the future of AI partnerships with the state. We also cover autonomous weapon systems vs. “fully autonomous weapons,” what today’s AI can and can’t do on the battlefield, and how AI is likely to reshape warfare over time. Hit play for a clear-eyed look at where Silicon Valley and the national security establishment collide—and what happens next.

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