The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO

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

🗓️ 31 January 2026

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Financial Times San Francisco Bureau Chief Stephen Morris joins for our weekly discussion of the latest tech news. We cover: 1) Anthropic's $20 billion fundraising round 2) OpenAI is looking at $100 billion in funding 3) Amazon alone might put $50 billion in OpenAI 4) When does the money run out? 5) The rise of Clawdbot/Moltbot 6) Meta and Microsoft beat on earnings but go in separate directions 7) The market has no idea what to do with the AI trade 8) Apple's historic quarter 9) Amazon lays off 16,000 10) SpaceX IPO in June? 11) Why a SpaceX and xAI merger could make sense --- 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: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Anthropic looks unstoppable as a $10 billion funding round turns into 20.
0:05.0	Big Tech earnings are in and there's no margin for error.
0:08.1	And SpaceX has an IPO date and is maybe acquiring XAI 2.
0:13.6	That's coming up on a Big Technology podcast Friday edition right after this.
0:17.8	This episode is brought to you by Qualcomm.
0:19.9	Qualcomm is bringing intelligent
0:21.4	computing everywhere. At every technological inflection point, Qualcomm has been a trusted
0:26.4	partner helping the world tackle its most important challenges. Qualcomm's leading edge AI,
0:32.4	high performance, low power computing, and unrivaled connectivity solutions have the power to build new ecosystems,
0:39.3	transform industries, and improve the way we all experience the world.
0:44.6	Can AI's most valuable use be in the industrial setting?
0:47.7	I've been thinking about this question more and more after visiting IFS's Industrial X Unleashed event
0:53.3	in New York City and getting a chance to speak with IFS CEO Industrial X Unleashed event in New York City
0:54.4	and getting a chance to speak with IFS CEO Mark Muffett.
0:58.5	To give a clear example,
1:00.0	Mufford told me that IFS is sending Boston Dynamics spot robots out for inspection,
1:05.2	bringing that data back to the IFS nerve center,
1:08.0	which then, with the assistance of large language models,
1:10.5	can assign the
1:11.3	right technician to examine areas that need attending. It's a fascinating frontier of the technology,
1:17.6	and I'm thankful to my partners at IFS for opening my eyes to it. To learn more, go to IFS.com. That's
1:24.3	IFS.com. Welcome to Big Technology Podcast Friday edition where we break down the news
	...

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