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Big Technology Podcast

The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic

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

4.6395 Ratings

🗓️ 2 May 2025

⏱️ 64 minutes

🧾️ Download transcript

Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) What an 'AI-First Company' is 2) Aaron Levie's AI-first memo to Box. 3) Luis von Ahn's AI-first memo to Duolingo 4) Tobi Lutke's AI-first memo to Shopify 5) Can non-tech company be AI-first? 6) Apple earnings 7) Apple's federal government issues 8) Microsoft earnings 9) Amazon earnings 10) Meta Earnings 11) NVIDIA vs. Anthropic 12) More on AI consciousness 13) The very handy Mag2 --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? 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

CEOs everywhere are calling their companies AI first, but what does that mean?

0:05.0

Plus, we cover a major week of big tech earnings and Nvidia and anthropic exchanging harsh words.

0:12.0

That's coming up on a Big Technology podcast Friday edition right after this.

0:17.0

Hey, I'm Michael Kovnet, host of The Next Big Idea Daily. The show is a masterclass in

0:22.6

better living from some of the smartest writers around. Every morning, Monday through Friday,

0:27.6

we'll serve up a quick 10-minute lesson on how to strengthen your relationships, supercharge

0:32.4

your creativity, boost your productivity, and more. Follow the next big idea daily wherever you get your podcasts.

0:40.9

Did you know that small and medium businesses make up 98% of the global economy,

0:47.4

but most B2B marketers still treat them as a one-size-fits-all?

0:52.0

LinkedIn's Meet the SMB report reveals why that's a missed opportunity

0:56.2

and how you can reach these fast-moving decision-makers effectively.

1:00.6

Learn more at LinkedIn.com backslash meet-the-smB.

1:08.0

Welcome to Big Technology Podcast Friday edition

1:10.5

where we break down the week's news in our traditional cool-headed and nuanced format.

1:15.4

Major week of news to speak with you about this week as every CEO seemingly has this new memo out calling their company AI first.

1:24.5

So we're going to talk about what an AI first company means and why the companies

1:28.4

that we're going to discuss, including Doingo Box and Shopify, have decided that it's important

1:33.7

and whether that can expand beyond tech. We're also going to cover a major week of big tech

1:38.4

earnings. We have Apple, Amazon, Microsoft, and meta, all reporting. We're not going to go so deep into the numbers themselves, although we'll cite plenty of numbers, but really what we're going to look at is the trends and what it means for big tech and the economy in general.

1:52.4

And then towards the end, we'll talk about invidia and Anthropic getting into it.

1:56.1

A great letter that we got from one of our listeners about AI consciousness.

2:00.1

And then we will close out

...

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