Mark Gurman is Chief Correspondent at Bloomberg. He stops by Big Technology Poddcast for a brief recap of the week's Apple news, including its no-money deal with OpenAI. Ranjan Roy from Margins is also back for our weekly discussion of the latest tech news. We cover: 1) Alex's Visit to NVIDIA 2) The Gurman interview - which covers a) Apple + OpenAI b) The stock market reaction to WWDC c) Apple's Robotics future 3) Ranjan and Alex react to the Gurman interview 4) OpenAI's relative strength after this week 5) Apple's position after this week 6) Microsoft's position after this week 7) Forbes vs. Perplexity 8) A new era of IP fights? 9) Elon's pay package
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Wissenschaft & Technik
Big Technology Podcast Folgen
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Alex Kantrowitz, a Silicon Valley journalist who's interviewed the world's top tech CEOs — from Mark Zuckerberg to Larry Ellison — is the host.
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480 Folgen
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Folge vom 14.06.2024Gurman on Apple, OpenAI’s Deal Terms, Forbes vs. Perplexity
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Folge vom 12.06.2024Apple Fails to Overreact to the AI Revolution — With M.G. SieglerM.G. Siegler of Spyglass is back to recap Apple's big AI-themed WWDC event and look ahead to AI's broader potential moving forward. Tune for an in-depth analysis of Apple's new AI features, and what they say about the strengths and limitations of the current AI models. We cover whether the new features will lead to an iPhone upgrade cycle, the stock market's reaction, Elon Musk getting angry about the event, why OpenAI played a smaller role than many anticipated, Apple's potential robotics future, and where Apple stands after the big reveal. Hit play for a timely conversation that goes beyond the hype to examine the real-world implications of Apple's foray into AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Folge vom 10.06.2024Dispatch from WWDC: Apple AI News + ReactionAlex Kantrowitz joins on site from WWDC, where Apple just made its big AI announcement. Tune in for a quick recap of the event's news and the implications. We cover Apple Intelligence, Genmoji, Writing Tools, & more. And what it meens: 1) Apple needing to go bold 2) Opening the device up to take advantage of the next 18 months of AI development 3) The OpenAI parternship 4) How Google reacts to this 5) How Microsoft reacts to this 6) The financial implications. Did you like this episode? Any feedback on this style? Please email bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Folge vom 07.06.2024Apple’s AI WWDC Approaches, Nvidia $3 Trillion, OpenAI Safety ConcernsRanjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Apple's WWDC AI preview 2) Apple's willingness to change its operating system with AI 3) Were Humane and Rabbit on the right track with bad execution? 4) Will the market react well to WWDC? 5) Apple is going to put cameras in AirPods? + Alex's experience with the Ray-Ban Metas 6) NVIDIA's $3 trillion market cap 7) NVIDIA surpasses Apple for a minute in valuation 8) Are we at the NVIDIA top? 9) Roaring Kitty is back in the Gamestop trade 10) OpenAI's current an ex-employee write an open letter about safety disclosure 11) Sam Altman narrative change - is it fair? 12) Leopold Aschenbrenner's public rollout 13) Alex's chances of turning into a paperclip next week --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices