Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?

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

🗓️ 1 August 2025

⏱️ 50 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) Alex's profile of Anthropic CEO Dario Amodei + extra reporting 2) Are Anthropic's convictions earnest or marketing? 3) Where does Anthropic fit in the broader AI landscape 4) Will one AI company 'win it all' 5) Anthropic is raising at a new, $170 billion valuation 6) OpenAI hits 700 million ChatGPT users 7) Hyped for GPT-5? 8) AI video creation's promise 9) Videos in Google's NotebookLM 10) Is the stock market in a bubble or hitting real returns. --- 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	Anthropic is raising at a new $170 billion valuation.
0:03.9	Let's talk about the company and its potential.
0:06.6	Plus, OpenAI hits 700 million chat chip BT users.
0:10.3	Is AI video actually underhyped?
0:13.0	And is the stock market in bubble territory.
0:15.3	That's coming up on a Big Technology Podcast Friday edition right after this.
0:19.7	Welcome to Big Technology Podcast Friday edition,
0:22.2	where we break down the news in our traditional, cool-headed and nuanced format.
0:26.1	We have a great show for you today.
0:27.6	We're going to talk about Anthropics' new, massive funding round, and big valuation.
0:31.8	We'll also cover my interview with Dario Amode this past week and talk a little bit about the takeaways there,
0:37.7	where Anthropic is positioned and what the company's promise is. We'll also talk about OpenAI's 700 million
0:43.0	chat GPT users, a great section on AI video and whether that format is underhyped, and also the
0:49.7	stock market rip roaring. Microsoft joins Nvidia as a $4 trillion company. Is it in bubble territory?
0:56.9	Joining us, as always, on Fridays to do it is Ranjan Roy of margins. Ron John, great to see you.
1:00.9	Welcome back to the show. Good to see you. I missed you last week. But it was nice to listen to the
1:05.6	Dario episode on my plane ride back from Tokyo. So excited to talk about this. Okay, great. So on that note, I just want to welcome all of our new subscribers who've come in. We have a bunch of new people here. Just to give you a rundown of what we do here on Wednesday, we have a big flagship interview with people like Dario. Next week, I'm Judd Massad, the CEO of Replit is coming on. And then on Fridays, Ranjan and I show up here and break down
1:27.7	all the week's tech news. So we're very, very glad to have you here. All right, Ron John, I actually
1:32.2	thought it would be good to start this week just to talk a little bit about my takeaways
1:36.0	after doing a couple months of reporting on Anthropic. And then we can get into their fundraising.
1:42.3	So let me just start here.
1:47.5	I think that Anthropic is a very impressive company.
	...

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