OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple

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

🗓️ 6 October 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss OpenAI and AMD's megadeal, whether the AI investment cycle is a disaster waiting to happen, and how NVIDIA might feel about the arrangement. We also discuss Sam Altman and Jony Ive's struggles in developing their own AI device and how all tech companies seem to be building the same AI enabled ambient computing. Finally, we pour one out for the Vision Pro. Tune in for a deep discussion of tech's biggest news with one of the industry's leading analysts. --- 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]

Transcript

Click on a timestamp to play from that location

0:00.0	OpenAI and AMD sign a mega deal where Open AI could end up owning 10% of AMD.
0:06.0	Sam Altman and Johnny I have run into some turbulence in their quest to build an AI God device.
0:12.0	And Meta and Apple and maybe the rest of the tech world are on a collision course.
0:17.0	That's coming up with Spyglasses M.G.G. Siegler, right after this.
0:21.5	Capital One's tech team isn't just talking about multi-agentic AI.
0:25.9	They already deployed one.
0:27.8	It's called Chat Concierge, and it's simplifying car shopping.
0:32.1	Using self-reflection and layered reasoning with live API checks,
0:36.6	it doesn't just help buyers find a car they love.
0:39.9	It helps schedule a test drive, get pre-approved for financing, and estimate trade and value.
0:46.2	Advanced, intuitive, and deployed.
0:49.1	That's how they stack.
0:50.4	That's technology at Capital One.
0:52.9	Welcome to Big Technology podcast where M.G. Siegler is here to make his first Monday of the month appearance.
1:00.3	And we have so much to talk about.
1:02.8	We're going to cover the tie up between OpenAI and AMD.
1:07.2	And the fact that Invidia and Open AIs deal is really just a letter of intent.
1:11.4	At this point, we also have Sam Altman and Johnny Ive running into some bumps
1:15.9	as they begin to build their AI device and meta and Apple.
1:20.3	And maybe Amazon and Google all are basically on a collision course to build the same thing.
1:26.2	And we will take a look at how the progress is going on all fronts and who's winning. So, great to see you again, MG. Welcome back to the show. Great to be back, Alex. And I know we say it every single time I'm on, but there's so much happening. And it's always, there's always more happening. It's just,'s wild how this is sort of just playing out.
1:45.0	I love how we catch up every month. And I was looking at the headlines from just this morning.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Alex Kantrowitz, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Alex Kantrowitz and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.