OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival

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

🗓️ 5 November 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into OpenAI’s newly cleared path to an IPO, what trillion-scale capex vs. current revenue implies, and how Microsoft’s 27% stake, IP rights, and fresh AWS entanglements complicate the story. We debate whether the market can stomach years of heavy losses, why “AGI or bust” creates systemic risk, and what happens if model gains plateau, compute economics flip, or fast followers erase any AGI edge. Finally, we look at Apple’s iPhone 17 resurgence—why it’s hitting now and whether it’s enough without a breakthrough assistant. Tune in for a clear walkthrough of tech’s biggest news with one of the industry’s sharpest 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] Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Open AI has a clear path to an IPO. Will it be the biggest ever? Plus, we deconstruct the broader AI bet and ask what happens if it fails.
0:08.7	And Apple's back in a surprising way. That's coming up with M.G. Siegler right after this.
0:15.1	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
0:21.7	ecosystem, and it needs to be treated like one. That's why ACTA is taking the lead to secure these
0:26.7	AI agents. The key to unlocking this new layer of protection and identity security fabric.
0:32.2	Organizations need a unified, comprehensive approach that protects every identity, human or machine
0:37.4	with consistent policies
0:38.8	and oversight. Don't wait for a security incident to realize your AI agents are a massive blind
0:43.7	spot. Learn how Octa's identity security fabric can help you secure the next generation of
0:48.8	identities, including your AI agents. Visit octa.com. That's OKtta.com. Industrial X Unleashed is bringing together
0:57.0	leaders from IFS, Anthropic, Boston Dynamics, Microsoft, Siemens, and the world's most
1:02.2	progressive industrial companies at the frontier of industrial AI applied in the real world. There's
1:07.5	a clear market shift happening. The world's largest industrial enterprises are done experimenting with AI. They're deploying it at scale, and they're choosing IFS to co-innovate with
1:16.1	them. IFS is purpose-built for asset and service-intensive industries, manufacturing, energy,
1:21.7	aerospace, construction, where downtime costs millions and safety is non-negotiable.
1:26.7	Industrial X Unleashed will feature live demos of AI products embedded in real-world operations,
1:31.8	customers sharing measurable outcomes, and learnings from companies deploying industrial AI at scale today.
1:37.0	Learn more at industrialx.a.i.
1:40.0	Welcome to Big Technology Podcast, a show for cool-headed and nuanced conversation of the tech world and beyond.
1:46.0	M.G. Siegler is back with us for his first, usually first Monday of the month appearance, but we have such a big show for you.
1:52.9	We moved it to Wednesday. This is the big show of the week. We're going to be talking about the potential.
1:57.8	Open AI IPO, looking at what happens if the AI bet fails and then we'll both take a look
	...

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.