AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 10 October 2025

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Why the AI industry needs to get to AGI to make the investments pay off 2) The diverging tracks between AI model improvement and investing in scaling 3) Why the LLM craze may delay the path to AGI 4) So what is all this compute for? 5) OpenAI's $1 trillion infrastructure investment 6) The increasing prevalence of debt in AI funding 7) Could an AI collapse hit the global economy? 8) OpenAI and AMD's wacky deal 9) Oracle's margins 10) OpenAI's Sora 'surprise' 11) Will John Ternus be Apple's next CEO? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	Are we now at the point where the AI investment frenzy means it's AGI or market collapse?
0:07.1	OpenAI's $1 trillion infrastructure investment may impact all of us,
0:12.2	and he's the frontrunner to be Apple's next CEO. We'll cover it all right after this.
0:18.0	Capital One's tech team isn't just talking about multi-agentic AI. They already
0:23.2	deployed one. It's called chat concierge and it's simplifying car shopping. Using self-reflection
0:29.7	and layered reasoning with live API checks, it doesn't just help buyers find a car they love.
0:36.4	It helps schedule a test drive, get pre-approved for
0:39.5	financing, and estimate trade and value. Advanced, intuitive, and deployed. That's how they
0:46.3	stack. That's technology at Capital One. Welcome to Big Technology Podcast Friday edition, where we
0:52.1	break down the news in our traditional cool-headed
0:54.2	and nuanced format. We have a great show for you today. We're going to cover all of this crazy
0:59.8	AI investment and ask ourselves, are we insane for not sounding an alarm and saying this is going to get
1:06.0	much worse before it gets better? A lot of money is going into. And it's time to look at where that money is actually going,
1:14.6	what it's premised on, and whether it is putting too large of a bet
1:20.6	on Open AI, maybe betting the entire US, maybe the global economy,
1:24.6	on one company's fortune.
1:26.6	We'll also talk about who might be the
1:29.8	next Apple CEO and whether if it's time for him to just step up right now.
1:36.4	Joining us, as always, on Friday, is Ron John Roy of margins.
1:39.2	Ron John, great to see you.
1:40.3	Good to see you.
1:41.3	I'll admit it.
	...

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