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.
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Chapters:
00:00 Big Tech’s AI Missteps
00:44 Building Big Technology
05:12 OpenAI’s Revenue Confusion
09:48 OpenAI’s Business Strategy
15:18 Anthropic’s Growth
20:43 AI Safety vs. Access
26:10 Meta’s AI Push
32:20 Why Apple Stumbled
37:45 Amazon vs. AI Agents
42:33 Google’s AI Position
46:44 Microsoft and Nvidia
49:11 AI’s Impact on Media
54:31 Silicon Valley vs. the Press
01:00:27 Getting Attention in Tech