Are LLMs Hitting A Wall, Microsoft & Alphabet Save The Market, TikTok 'Ban'

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

🗓️ 26 April 2024

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Deirdre Bosa is the anchor of CNBC's TechCheck. She joins the show for our weekly discussion of the latest tech news. We cover 1) Whether LLMs are running out of resources 2) The costly business of AI 3) Meta's stock drop after Zuck talks costs 4) Meta's roller coaster 5) Microsoft's AI results 6) The virtues of Claude 7) Google's impressive earnings report and dividend 8) Sundar's comeback 9) TikTok's 'ban' goes into action 10) Is TikTok already dead? ---- 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

Transcript

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0:00.0	Are LOMs hitting a wall? Microsoft and Alphabet might have just saved the market and the TikTok ban is on.
0:06.2	We'll talk about all that and more on a special Friday edition of Big Technology podcast coming up right after this.
0:13.3	Hi, I'm Kwame Christian, CEO of the American Negotiation Institute, and I have a quick question for you.
0:19.7	When was the last time you had a difficult conversation?
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0:36.2	both at work and at home.
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0:44.5	Welcome to Big Technology podcast Friday edition where we break down the news in our traditional
0:49.1	cool-headed and nuanced format. We have a special guest for you here today to help talk
0:53.8	through the big tech earnings
0:55.3	along with the latest AI news and of course the TikTok band. Deirdre Bosa is here from CNBC.
1:01.5	One of my favorite people to watch on CNBC and to speak with. It's great to have you here, Deidra.
1:05.5	Thanks so much for coming. Well, what a coincidence. This is one of my favorite podcasts to listen to. So I'm so glad we could collaborate. I'm very excited to be on. And what a week. There was so much to get to. I know. It's crazy. I mean, it's so funny because like you kind of think you know the story going into a big earnings week. And then everything gets flipped on its head. Companies miss and their stock goes up. Companies beat and their stock
1:28.3	goes down and then you end up having, you know, real check-ins with companies like Applebets and
1:34.1	Microsoft in terms of like where this market is going and, you know, some narrative reversal there as well.
1:39.7	And for us, sort of the whole markets hinge on a few of these companies, right?
1:44.2	Because they just make up more and more of the broader market.
1:47.4	So whenever it comes along, we like to say at CNBC that it's our Super Bowl.
1:51.7	But we have a Super Bowl every quarter.
1:54.3	Exactly.
	...

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