Did Google Just Fall Behind Again?, iPhone Fold Cometh, Anthropic Files To Go Public

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

🗓️ 1 June 2026

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

M.G. Siegler is the author of Spyglass.org. Siegler joins Big Technology to discuss whether Google is falling behind in AI as OpenAI and Anthropic push ahead with coding agents and super-app ambitions. Tune in to hear why AI agents may reshape the way people use the web, email, apps, and browsers, and why that could put Google in a difficult position. We also cover Apple’s upcoming WWDC, the rumored iPhone Fold, Meta’s messy subscription strategy, and Anthropic’s move toward an IPO. Hit play for a sharp, wide-ranging conversation on the biggest power shifts happening in tech right now. Join Big Technology's AI Summit on June 18: summit.bigtechnology.com --- 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	As Anthropics Claude Code and OpenAIs Codex take off, where is Google exactly?
0:05.1	The iPhone Fold is on its way.
0:07.0	Will we see it later this month?
0:08.7	And do meta employees still believe?
0:10.9	That's coming up with M.G. Seagler right after this.
0:13.7	I'm just back from ServiceNow's Knowledge, 2026 in Las Vegas, and the conversations I had there are ones you're going to want to hear.
0:20.7	I sat down with their president and CPO Amit Zaveri on the platform strategy powering
0:25.6	enterprise AI, chief people and AI enablement officer Jackie Canney, and chief digital information
0:30.9	officer Kelly Romack, on what AI really means for the workforce.
0:35.1	The technical leaders behind ServiceNow's Nvidia partnership on shipping AI at scale
0:39.6	and Alta Beauty on deploying ServiceNow's technology
0:42.5	across 1,300 stores.
0:44.3	If you want to know where Enterprise AI is actually headed,
0:47.2	not the hype, but the real story,
0:48.8	you can find these videos on my YouTube channel.
0:51.1	Search Alex Cantorwitz on YouTube.
0:53.1	Depending on who you ask,
0:57.9	between 80 and 95% of enterprise AI projects fail.
1:00.6	To get AI to work for you, you don't need more tokens.
1:01.8	You need better people.
1:06.4	A board pairs powerful proprietary tools with senior engineers who've seen it all.
1:10.7	That combination means your project doesn't stall, doesn't drift, and doesn't fall. It ships.
	...

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