Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit

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

🗓️ 21 November 2025

⏱️ 68 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) Sam Altman's admission that Google surpassed OpenAI in some areas 2) OpenAI getting thrown off the mark 3) What happens if Ai models commoditize? 4) Google surpasses Microsoft in market cap 5) Inside Google's rapid-fire comeback 6) Why Google's search business remains strong 8) Google's Gemini 3 marketing strategy 9) NVIDIA's earnings don't save the market 10) Oracle's rough few months 11) Jeff Bezos is a startup co-CEO again 12) Grok glazes Elon 13) AI music is... good? 14) May I meet you?? --- 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] Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Google's latest model has Open AI concerned it's losing its edge.
0:03.8	Jeff Bezos is back in the AI startup game.
0:07.2	May I meet you, says Bill Ackman, and has AI music past the Uncanny Valley.
0:13.8	We'll cover it all on a Big Technology podcast Friday edition right after this.
0:18.5	Capital One's tech team isn't just talking about multi-agentic AI.
0:23.2	They already deployed one.
0:25.1	It's called chat concierge, and it's simplifying car shopping.
0:29.4	Using self-reflection and layered reasoning with live API checks,
0:33.8	it doesn't just help buyers find a car they love.
0:37.1	It helps schedule a test drive, get pre-approved for financing, and estimate trade and value.
0:43.4	Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One.
0:50.3	The truth is AI security is identity security. An AI agent isn't just a piece of code. It's a first-class citizen in your digital ecosystem and it needs to be treated like one. That's why ACTA is taking the lead to secure these AI agents. The key to unlocking this new layer of protection and identity security fabric. Organizations need a unified, comprehensive approach that protects every identity, human or
1:12.3	machine, with consistent policies and oversight. Don't wait for a security incident to realize
1:17.2	your AI agents are a massive blind spot. Learn how ACTA's identity security fabric can help you secure
1:22.9	the next generation of identities, including your AI agents. Visit octa.com. That's okaytta.com.
1:30.0	Welcome to Big Technology Podcast Friday edition, where we break down the news in our traditional
1:34.3	cool-headed and nuanced format. We have a great show for you today because we are going to cover
1:40.2	how Google has come and effectively equal to open AI's technology, causing Sam Altman
1:46.4	to write a memo saying, the vibes might be bad for a while.
1:49.6	We will also touch on Jeff Bezos entering the AI startup game.
1:53.9	We'll talk about Bill Mack, Bill Akman's pickup line, and then we'll also cover this unbelievable
1:59.4	AI song or some, a song that people have started to hate
	...

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