AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite

Big Technology Podcast

Alex Kantrowitz

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

4.7 • 596 Ratings

🗓️ 6 March 2026

⏱️ 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) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? 10) Or was it a real worry about AI-enabled surveillance? 11) McDonald's CEO's unwitting viral moment --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	AI revenue is exploding as Open AI and Anthropics businesses skyrocket.
0:05.9	Anthropic is continuing to talk to the Pentagon, even as CEO Dario Ammodei writes some choice words and an internal memo.
0:13.6	And the McDonald's CEO takes a very cute baby bite of a big burger.
0:17.8	That's coming up on a Big Technology Podcast Friday edition
0:21.0	right after this.
0:23.4	This episode is brought to you by Vanta.
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0:52.8	Michael Lewis here.
0:54.6	My best-selling book, The Big Short Short tells the story of the buildup and burst of the U.S.
0:59.9	housing market back in 2008.
1:02.6	A decade ago, the Big Short was made into an Academy Award-winning movie.
1:06.5	Now I'm bringing it to you for the first time as an audiobook narrated by yours truly.
1:11.9	The Big Short Story, what it means to bet against the market, and who really pays for an unchecked financial system, is as relevant today as it's ever been.
1:21.0	Get the Big Short now at Pushkin.fm slash audiobook, or wherever audiobooks are sold.
1:28.7	Welcome to Big Technology Podcast Friday edition where we break down the news in our traditional
	...

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