alex.kantrowitz@gmail.com
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Episodes: 529
Frequency: Weekly
Rating: 4.7/5.0
Estimated listeners: 10k-100k
Gender skew: Male
Location: USA
YouTube: 51.6k subscribers
alex.kantrowitz@gmail.com
For verified host and producer emails, sign up to view.
Alex Kantrowitz - A Silicon Valley journalist known for interviewing top tech leaders, including major CEOs across the technology industry. Hosts Big Technology Podcast with an insider perspective on how emerging te...
Ranjan Roy - Weekly Ai/tech News Themes Including AI Spend Dynamics, Token Economics, Chip/datarcenter Narratives, And Major Company Moves
Dick Costolo - IPO Outlook And Sequencing For Spacex/openai/anthropic; Success Factors; Capital Availability; Market/state-of-tech Commentary
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
May 29, 2026
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Companies are reconsidering their AI spend after token consumption explodes 2) Is this a widespread issue or a big deal made out of a few companies? 3) The bigger problem: only 18% of tokens are spent on things that ship. 4) Are investment decisions being made due to unrestrained tokenmaxxing? 5) The circular investment problem is real 6) A look at the memory chip boom 7) Anthropic passes OpenAI as...
Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
May 27, 2026
Dick Costolo is the ex-CEO of Twitter and managing partner at 01 Advisors. Costolo joins Big Technology Podcast to look ahead to the SpaceX, OpenAI, and Anthropic IPOs, looking at whether the offerings will be successful, who should go first, how the companies differ, and where the capital will come from. Tune in for the second half where we discuss the state of Meta, Costolo's Twitter memories, and Silicon Valley's 'Permanent Underclass.' Tune in for a fun, in-depth discussion of the most i...
Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
May 23, 2026
Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI's revenue numbers come out ahead of its potential IPO filing 2) Why is OpenAI considering going public now? 3) Is OpenAI trying to IPO ahead of Anthropic? 4) Is the Iran War accelerating the timeline of these fundraisings? 5) What would the top of the AI boom look like? 6) SpaceX ...
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