NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan

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

🗓️ 28 November 2025

⏱️ 62 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) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services? 6) NVIDIA responds to the criticism 7) HSBC on how much OpenAI needs to earn to cover its investments 8) Thinking about OpenAI's advertising business 9) ChatGPT users lose touch with reality 10) Ilya Sustkever's mysterious product and revenue plans 11) X reveals our locations --- 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

Transcript

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0:00.0	Nvidia is getting a bit antsy as competition and criticism rolls in. Open AI needs to make a lot of money to keep the party going.
0:08.9	And Elias Sitskevr sounds like Yoda when asked about how he'll bring revenue in.
0:14.3	That's coming up on a Big Technology podcast Friday edition right after this.
0:19.2	The truth is AI security is identity security.
0:21.6	An AI agent isn't just a piece of code.
0:23.6	It's a first-class citizen in your digital ecosystem, and it needs to be treated like one.
0:28.6	That's why ACTA is taking the lead to secure these AI agents.
0:31.6	The key to unlocking this new layer of protection, and identity security fabric.
0:35.6	Organizations need a unified, comprehensive approach that protects every identity, human or machine, with consistent policies and oversight.
0:44.0	Don't wait for a security incident to realize your AI agents are a massive blind spot.
0:48.2	Learn how ACTA's identity security fabric can help you secure the next generation of identities, including your AI agents.
0:55.5	Visit octa.com. That's okayta.com.
0:59.3	Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one.
1:05.7	It's called chat concierge, and it's simplifying car shopping. Using self-reflection and layered reasoning with
1:12.7	live API checks, it doesn't just help buyers find a car they love. It helps schedule a test
1:19.1	drive, get pre-approved for financing, and estimate trade and value. Advanced, intuitive,
1:25.9	and deployed. That's how they stack. That's technology at Capital One.
1:30.3	Welcome to Big Technology Podcast Friday edition, where we break down the news in our traditional
1:34.9	cool-headed and nuanced format. We have a great show for you today. We're going to talk all
1:39.8	about what Nvidia is dealing with as competition and criticism seems to be hitting the company.
1:46.2	We also have some new interesting data about OpenAI, how much money it's going to need to make,
1:52.2	and how it might make that money.
	...

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