Clips from Big Technology Podcast and other content we find enjoyable. Subscribe to the show in your app of choice.
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Joined May 2025
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Big Technology Podcast retweeted
Google’s CEO @sundarpichai on AI risk:
“There are clear gaps.”
“It’s reasonable to be worried.”
Big Technology Podcast retweeted
Thanks for having me on Alex - great conversation!
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more.
Full Big Technology Podcast episode here -->
Chapters:
0:00 Introduction
1:14 Google’s Frontier AI Strategy
3:47 Do Frontier Models Really Matter?
6:35 The Future of AI Agents
7:39 Recursive Self-Improvement
12:58 World Models and the Path to AGI
14:56 Google’s Compute Dilemma and AI Infrastructure
19:36 Is AI Overbuilt?
23:35 The Future of the AI Interface
31:42 Google’s Answer to Muse and Dots
35:03 Apple, Space Data Centers, and AI Coding
41:42 Optimism and AI’s Future
Can AI be overbuilt? Google CEO Sundar Pichai (@sundarpichai) didn’t dodge it:
“You could get constrained at some point. There could be things which cause bottlenecks and then you could have [overbuilds]. There could be external shocks right to the economy.”
His bet anyway: “Am I confident that the compute we are planning for we will have uses for it given enough time? Absolutely yes.”
Big Technology Podcast retweeted
Last year: 25% of Google’s code was written by AI.
This year? @sundarpichai shares an update:
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more.
Full Big Technology Podcast episode here -->
Chapters:
0:00 Introduction
1:14 Google’s Frontier AI Strategy
3:47 Do Frontier Models Really Matter?
6:35 The Future of AI Agents
7:39 Recursive Self-Improvement
12:58 World Models and the Path to AGI
14:56 Google’s Compute Dilemma and AI Infrastructure
19:36 Is AI Overbuilt?
23:35 The Future of the AI Interface
31:42 Google’s Answer to Muse and Dots
35:03 Apple, Space Data Centers, and AI Coding
41:42 Optimism and AI’s Future
Big Technology Podcast retweeted
Sundar Pichai (@sundarpichai), CEO @Google : “Nobody would want to code the way they were coding 3 years ago or even same time last year. Every part of code we now touch is influenced by AI deeply.”
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more.
Full Big Technology Podcast episode here -->
Chapters:
0:00 Introduction
1:14 Google’s Frontier AI Strategy
3:47 Do Frontier Models Really Matter?
6:35 The Future of AI Agents
7:39 Recursive Self-Improvement
12:58 World Models and the Path to AGI
14:56 Google’s Compute Dilemma and AI Infrastructure
19:36 Is AI Overbuilt?
23:35 The Future of the AI Interface
31:42 Google’s Answer to Muse and Dots
35:03 Apple, Space Data Centers, and AI Coding
41:42 Optimism and AI’s Future
Sundar Pichai (@sundarpichai), CEO @Google : “Nobody would want to code the way they were coding 3 years ago or even same time last year. Every part of code we now touch is influenced by AI deeply.”
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more.
Full Big Technology Podcast episode here -->
Chapters:
0:00 Introduction
1:14 Google’s Frontier AI Strategy
3:47 Do Frontier Models Really Matter?
6:35 The Future of AI Agents
7:39 Recursive Self-Improvement
12:58 World Models and the Path to AGI
14:56 Google’s Compute Dilemma and AI Infrastructure
19:36 Is AI Overbuilt?
23:35 The Future of the AI Interface
31:42 Google’s Answer to Muse and Dots
35:03 Apple, Space Data Centers, and AI Coding
41:42 Optimism and AI’s Future
Big Technology Podcast retweeted
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more.
Full Big Technology Podcast episode here -->
Chapters:
0:00 Introduction
1:14 Google’s Frontier AI Strategy
3:47 Do Frontier Models Really Matter?
6:35 The Future of AI Agents
7:39 Recursive Self-Improvement
12:58 World Models and the Path to AGI
14:56 Google’s Compute Dilemma and AI Infrastructure
19:36 Is AI Overbuilt?
23:35 The Future of the AI Interface
31:42 Google’s Answer to Muse and Dots
35:03 Apple, Space Data Centers, and AI Coding
41:42 Optimism and AI’s Future
Alex Kantrowitz (@Kantrowitz), reports on @WSJ coverage of AI company security: "At a San Francisco playground, a stranger tried to befriend an OpenAI employee who was there with their child...in the process of making small talk, asked questions about their work. It was not idle curiosity. The stranger was a spy."
Kevin Roose (@kevinroose): "Google had all of the resources, all of the talent. They made all of the breakthroughs. They had all the ingredients except for belief. The leaders of that company did not believe in AGI the way that people like Dario and Sam and Demis do."
Big Technology Podcast retweeted
Where is AI headed next, and what will separate lasting change from the hype?
@Kantrowitz and @kevinroose unpack how AI is reshaping technology, business and the way we work.
More perspectives on the future of technology to come through our partnership with @BigTechPod.
My strongest AI opinion lasted until I saw this spa sign.
Someone prompted an AI for a sign. It made a picture of a sign outside a spa. They printed it. And put it on a sign.
A sign of a sign of a spa. I'm sold. 🫠
Apple (@Apple) is building the device that makes its own iPhone less important.
On purpose.
Apple (@Apple) is building the device that makes its own iPhone less important.
On purpose.
🚀AI just let a 5-person team build what used to take an army. So what actually separates the startups winning from the ones just moving fast?
I’m sitting down live with Iccha Sethi, @TrustVanta's SVP of Engineering, to talk through the patterns we’re seeing before they become conventional wisdom, demos vs. production-ready AI agents, and where small teams actually have the edge. Join us 👇
vanta.com/webinars/inside-th… #sponsor
Anthropic just added a rule: be persistently abusive to Claude and you can get banned.
Here's why that policy is more interesting than it looks:
Dylan Patel (@dylan522p), @SemiAnalysis_ : Anthropic's inference gross margins are hitting 75% — matching Salesforce, one of the greatest SaaS companies ever. "It took Salesforce quite some time to get there."
"And Anthropic has near no customer acquisition cost. Their R&D spend has grown slower than their revenue. so it's arguably a better business than software."
"We weren't hacking. We just saw everything."
@SemiAnalysis_ CEO Dylan Patel (@dylan522p) says his team accidentally saw the other clients on one AI cloud, including their storage. Intelligence agencies were among them. Not American, from a top-10 GDP country.
Then: "We could have just seen what they were training."
Alex Kantrowitz (@Kantrowitz), host of Big Technology Podcast, on Trump's sit-downs with AI CEOs in Washington: "He's basically like, if you guys do any more of this doomerism or slowdown stuff, the whole market goes down. And that reflects poorly on my presidency."