OpenAI’s revenue confusion, Apple’s AI missteps, and Nvidia’s investments raise a bigger question: how much depends on the AI boom continuing?Big Technology founder Alex Kantrowitz joins Eric Newcomer to examine OpenAI and Anthropic’s businesses, the market’s sensitivity to their growth, and the competition reshaping Big Tech.They discuss Apple’s siloed culture and struggles with Apple Intelligence, Meta’s push into personal AI assistants, and Amazon’s resistance to outside shopping agents. The conversation also covers Google’s position in the AI race, Microsoft’s missed opportunities, and questions around Nvidia investing in companies that buy its chips.Alex and Eric debate AI safety, access to powerful models, and the trade-offs of giving assistants more personal information. They also explore how Google’s AI Overviews are affecting publishers, Silicon Valley’s hostility toward the press, and what it takes to build an independent media business.
