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Big Technology Podcast

Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD

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

4.7596 Ratings

🗓️ 2 March 2026

⏱️ 61 minutes

🧾️ Download transcript

Summary

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss the latest on the Pentagon’s clash with Anthropic, why OpenAI stepped in to take the deal, and what comes next for Anthropic and its CEO Dario Amodei. Tune in to hear what the “supply chain risk” label could mean and AI’s growing role in defense work. We also cover Apple’s rumored trio of AI devices, Siri’s latest delays, and the Netflix–Warner Bros. Discovery deal falling apart as Paramount jumps in. --- 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

Anthropics War with the Pentagon hits another level. Apple's preparing three AI devices,

0:05.0

but the iPhone might be the killer feature, and Netflix will have to go forward without Warner Brothers Discovery.

0:11.0

We'll dig into what it all means with spy glasses, M.G. Siegler, right after this.

0:17.0

Michael Lewis here. My best-selling book, The Short tells the story of the build-up and burst

0:23.8

of the U.S. housing market back in 2008. A decade ago, the Big Short was made into an Academy

0:30.0

Award-winning movie, and now I'm bringing it to you for the first time as an audiobook narrated

0:35.4

by yours truly. The Big Short's story, what it means to bet against the market,

0:40.2

and who really pays for an unchecked financial system,

0:43.3

is as relevant today as it's ever been.

0:45.9

Get the Big Short now at Pushkin.fm slash audiobooks,

0:49.5

or wherever audiobooks are sold.

0:53.6

Welcome to Big Technology Podcast.

0:55.8

It's the first Monday of the month, which means M.G. Ziegler from SpyGlasses here to break

1:00.9

down the month's news with us. And boy, am I glad that we have an episode for you today

1:06.3

because it feels like a year's worth of news has happened over the weekend.

1:10.6

Since we last left you on Friday, the Pentagon declared Anthropic a supply chain risk,

1:16.8

making it clear that Anthropic was not able to work with the government or its contractors

1:21.3

on government work, which is going to be a major hit to the business.

1:24.2

If it holds up, we also have Open AI coming in and signing a very similar deal for the one Anthropic was just about to sign with the business. If it holds up, we also have Open AI coming in and signing a very similar deal

1:28.8

for the one Anthropic was just about to sign with the Pentagon. So we're going to dig into

1:33.8

the latest in that story and what the implications might be for Anthropic and the rest of the

1:39.2

AI industry. We'll also talk about Apple's forthcoming AI devices. It's a set of them. And Netflix, of course, losing the deal with Warner Brothers' discovery as Paramount swoops in and pays a lot of money for that shrinking property.

...

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