OpenAI’s User Growth Miss, Musk vs. Altman, Prediction Market Ban

Big Technology Podcast

Alex Kantrowitz

Management, Religion, Politics, Entrepreneurship, Business News, News, Investing, Marketing, News Commentary, Social Sciences, Science, Society & Culture, Religion & Spirituality, Business, Tech News, Philosophy, Government, Technology

4.7 • 596 Ratings

🗓️ 1 May 2026

⏱️ 60 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) OpenAI misses revenue and user projections, per WSJ 2) Why can't ChatGPT break the 1 billion user mark? 3) Is consumer AI not working? 4) Ranjan makes the case for consumer AI 5) Musk vs. OpenAI at trial 6) Potential outcomes of the case 7) Musk admits distillation? 8) Cloud services crush earnings 9) U.S. Senators ban themselves from trading prediction markets 10) CBS Sports' shameless gambling article --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Open AI is growing slower than anticipated. What does that say about the broader AI story?
0:05.0	Elon Musk and Sam Altman meet in court and anthropics valuation is approaching $1 trillion.
0:11.4	That and more is coming up on a big technology podcast Friday edition right after this.
0:16.9	Next week, I'm live at Knowledge 2026, ServiceNow's annual conference in Las Vegas, where Enterprise AI moves from promise to production.
0:24.3	I'm sitting down with ServiceNow's president and CPO Amit Savary on the platform strategy powering it all,
0:29.8	their people and technology leaders on what AI means for the workforce, the engineering team behind ServiceNow's Nvidia partnership,
0:36.2	and what it really takes to ship AI at scale
0:38.2	and Ultra Beauty on deploying AI across 1,300 stores. These are the conversations you won't hear
0:43.6	anywhere else, and new episodes are dropping on my YouTube page starting next week.
0:48.9	We've all heard the stat. Ninety-five percent of AI initiatives fail. It's not because the technology isn't ready. It's because you don't
0:56.2	have the right process or the right partner. Meet Aboard. Aboard is your partner for AI transformation,
1:01.8	which means they listen, use their very own powerful software tools, and deliver exactly what
1:06.7	your company needs to thrive in the age of AI. Working with big and small clients,
1:11.8	Aboard always delivers in weeks, not months. Your AI revolution is just beginning. Visit abhorred.com
1:18.1	to get your AI rollout right. Welcome to Big Technology Podcast Friday edition, where we break down
1:23.4	the news in our traditional cool-headed and nuanced format. We have a great show for you today.
1:29.1	So much news to break down, including OpenAI's user and potentially revenue miss.
1:35.1	We'll talk about the internal numbers, the company's response and what it means for the rest
1:39.6	of the AI story. We also have Musk and Sam Altman in court. And of course, a big week for
1:46.4	big tech earnings. Joining us, as always on Friday is Ron John Roy of margins. Ranjan. Great to see you.
1:51.9	Welcome back. Good to see you, Alex. A lot to cover this week. A lot to cover. And it's weeks like this
1:58.8	where we see some data that comes in and in the data you can
	...

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