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Big Technology Podcast

Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?

Big Technology Podcast

Alex Kantrowitz

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

4.7595 Ratings

🗓️ 5 May 2026

⏱️ 61 minutes

🧾️ Download transcript

Summary

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss whether Apple made the right decision to hold off on spending a mid-sized country GDP worth of money on AI infrastructure, and whether the company's restraint will continue under incoming CEO John Ternus. We also cover OpenAI and Microsoft scrapping their "AGI" claude and whether Microsoft should've agreed to let OpenAI work with Amazon. We round off with a state of Stargate and where the risk is in the AI buildout. Tune in for a high-energy conversation about AI and tech's most pressing issues. ——— 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

Click on a timestamp to play from that location

0:00.0

Was Apple right all along to stay away from the AI spending race?

0:03.5

And is that about to change?

0:05.0

Microsoft and OpenAI are where exactly after their latest new agreement?

0:10.0

And where is OpenAI's Stargate program?

0:13.0

That's coming up with M.G Siegler right after this.

0:16.0

This week I'm live at Knowledge 2026, ServiceNow's annual conference in Las Vegas, where Enterprise AI moves

0:22.5

from Promise to production.

0:23.7

I'm sitting down with ServiceNow's president and CPO Amit Zaveri on the platform

0:27.9

strategy powering it all, their people and technology leaders on what AI means for the workforce,

0:32.9

the engineering team behind Service Now's Nvidia partnership, and what it really takes

0:36.7

to ship AI at scale

0:37.9

and Ultra Beauty on deploying AI across 1,300 stores.

0:41.5

These are the conversations you won't hear anywhere else, and new episodes are dropping this

0:46.1

week on my YouTube page.

0:47.9

We've all heard the stat.

0:49.0

95% of AI initiatives fail.

0:51.8

It's not because the technology isn't ready.

0:55.4

It's because you don't have the right process or the right partner. Meet Aboard. A board is your partner for AI transformation,

1:01.0

which means they listen, use their very own powerful software tools, and deliver exactly what

1:05.8

your company needs to thrive in the age of AI. Working with big and small clients,

1:13.3

A board always delivers in weeks, not months.

1:15.4

Your AI revolution is just beginning.

...

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