Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles

Big Technology Podcast

Alex Kantrowitz

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

4.7 • 595 Ratings

🗓️ 6 February 2026

⏱️ 64 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) AI worries crush software stocks 2) Why is software in the crosshairs? 3) Is it vibecoding or that software becomes an input into AI bots 4) Why software might make it through 5) Anthropic's legal plugin that set it off 6) Okay, so no AI bubble? 7) Anthropic's Super Bowl ad attacks OpenAI 8) OpenAI's response 9) OpenAI losing share to rival chatbots 10) What the hell is happening to Bitcoin? 11) --- 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	Software stocks tank as the market starts to believe the AI story.
0:04.2	Anthropic and Open AI go at it in the Super Bowl.
0:07.4	And Amazon spending freaks out investors.
0:09.9	That's coming up on a big technology podcast Friday edition right after this.
0:14.1	Have you been waiting for the perfect time to upgrade your tech?
0:17.3	Good news.
0:18.2	The wait is over.
0:19.5	Dell Tech Day's annual sales event is here, and we're celebrating our best customers with
0:24.6	fantastic deals on the latest PCs, like the Dell 14 Plus, with Intel Core Ultra
0:30.6	processors.
0:31.6	We've also got incredible perks, like Dell rewards, fast, free shipping, premium supports, price match guarantee,
0:40.3	and more.
0:41.3	And while you're upgrading your PC, you may as well go all out, because we're also offering
0:47.3	huge deals on our premium suite of monitors and accessories.
0:51.3	You know what that means.
0:53.3	That's right. You can get a whole new setup with
0:55.6	amazing savings. Clearly, this is a sale you don't want to miss. Visit dell.com slash deals.
1:02.7	That's dell.com slash deals.
1:08.7	Can AI's most valuable use be in the industrial setting?
1:12.2	I've been thinking about this question more and more after visiting IFS's Industrial X Unleashed event in New York City and getting a chance to speak with IFS CEO Mark Muffett.
1:22.7	To give a clear example, Mufford told me that IFS is sending Boston Dynamics spot robots out for inspection,
1:29.3	bringing that data back to the IFS nerve center, which then with the assistance of large
	...

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