OpenAI's GPT-5 In 2025?, Big Tech’s Big AI Spend, The Polymarket Election

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

🗓️ 1 November 2024

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) GPT-5 delayed till 2025? 2) Is focusing on products, not big models, a good move for OpenAI? 3) Is OpenAI trying to train the model again with a bigger GPU cluster? 4) Meta trains Llama 4 on more than 100,000 NVIDIA H100 GPUs 5) OpenAI puts search in ChatGPT 6) Meta also has a search engine 7) Search engines everywhere, but Google still leads 8) Google's Halloween employee meeting 9) Amazon Alexa disappoints 10) Do Alexa's shortcomings reflect Amazon culture? 11) Election week preview 12) Ranjan on Big Tech earnings 13) Big Tech companies are spending big on AI 14) Is that AI replacing people? 15) Microsoft copilot adoption 16) Meta likes AI slop? 17) Do we like the Costco family 18) In praise of the Rizzler 19) Apple's initial Apple Intelligence results 20) The polymarket election. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	OpenAI Sam Altman says GPT5 isn't coming this year. We discuss why. Plus, big tech is spending big on AI. Alexa can't get its head straight. Meta says yes to AI slop. And is this the polymarket election? All that and more is coming up right after this.
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1:02.0	you find your podcasts and walk away with practical advice you can implement today. Welcome to Big
1:09.0	Technology Podcast Friday edition where we break down the news in our traditional
1:12.0	cool-headed and nuanced format. What a show for you today. We have so many forces colliding,
1:17.3	big moments and AI combined with big moments and big tech earnings. And of course, we have an
1:22.2	election that's just a few days away here in the United States. So there's so much to talk about
1:26.8	and we're going to do it as
1:27.6	always with Ron John Roy of margins. Ron John, good to see you. Welcome to the show. It's 75 degrees
1:34.2	here in New York on November 1st. So I'm not complaining right now. And absolutely nothing going on in
1:40.2	the world, right? Nothing to talk about Alex. Well, let's bring the heat, okay? Because
1:44.6	this has been a very interesting week. You know, it seems like you can't go a week without
1:49.6	opening eye making an interesting headline. And they made two this week. So let's talk a little bit about it.
1:54.9	So to me, the most puzzling thing we've seen from Open AI this week is the fact that Sam Altman
1:59.7	went on Reddit, did an AMA,
	...

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