Big Technology Podcast

• Is AI Really Taking Our Jobs? — With Noah Smith

  Noah Smith is a star economics writer behind the “Noahpinion” blog and co-host of the Econ 102 podcast. Smith joins Big Technology to discuss whether generative AI is actually boosting productivity or still waiting for its “electricity moment.” Tune in to hear his contrarian take on the so-called AI jobs apocalypse and how businesses will need to reorganize before the gains show up in earnings. We also cover immigration crackdowns, tariff uncertainty, wage-inequality myths, and how China’s military buildup reshapes economic strategy. Hit play for a sharp, no-hype dive into AI, economics, and geopolitics.

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• The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch

  Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Cloudflare CEO Matthew Prince says AI is disappearing the web 2) Will there be new business models that replace the current web-based models? 3) Is the AI Agent thing really happening? 4) Vibecoding riches 5) Court rules Anthropic can train on books (but not steal them) 6) Anthropic will study AI’s economic impact 7) Is chatbot companionship good for us? Anthropic says yes 8) OpenAI works on office productivity tools 9) Why OpenAi and Microsoft have tension 10) Will Stargate work? 11) Mira Murati’s Think Machines plan 12) Tesla Robotaxi Rollout 13) Jeff Bezos gets married, who's coming?? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: [email protected]

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• Is AI Actually Saving The Stock Market? — With Tom Lee

  Tom Lee is the chief investment officer at Fundstrat Capital and head of research at FSInsight. He joins Big Technology Podcast to discuss whether generative AI wave is actually holding up the stock market and what would happen if it stalled or fell apart. We discuss what an AI 'Black Swan' event would look like, whether the bubble would pop, and what happens if AI gets too good. Tune in for the second half where we discuss how Lee predicts stock market movements, why the market is holding up well, and whether bitcoin has room to grow. For complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists, you can visit ⁠⁠fundstrat.com/tom⁠⁠ --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: [email protected]

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• OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree

  Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI and Microsoft's tension boils as business relationship grows complex 2) Is Microsoft being anticompetitive? 3) How much money OpenAI owes Microsoft 4) Who holds the power in the relationship? 5) OpenAI discounts ChatGPT enterprise 6) New study shows using ChatGPT leads to eroding critical thinking skills 7) Does ChatGPT help or hurt education? 8) Andy Jassy says AI will replace Amazon workers 9) Is this really just a ploy to get workers using AI tools? 10) Zuck hires more AI execs 11) Waymo arrives in NYC.... kinda --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: [email protected]

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• Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition

  Dwarkesh Patel is the host of the Dwarkesh Podcast. He joins Big Technology Podcast to discuss the frontiers of AI research, sharing why his timeline for AGI is a bit longer than the most enthusiastic researchers. Tune in for a candid discussion of the limitations of current methods, why continuous AI improvement might help the technology reach AGI, and what an intelligence explosion looks like. We also cover the race between AI labs, the dangers of AI deception, and AI sycophancy. Tune in for a deep discussion about the state of artificial intelligence, and where it’s going. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: [email protected]

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