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Big Technology Podcast

The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum

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

4.7595 Ratings

🗓️ 2 February 2026

⏱️ 55 minutes

🧾️ Download transcript

Summary

M.G. Siegler of Spyglass is back for our monthly tech news discussion. M.G. joins us to discuss Moltbook, the new Reddit-style social network where 150,000 AI agents are chatting, upvoting, and even proposing their own private language to keep humans out. Tune in to hear whether this is a preview of the singularity or just elaborate role-play—and why the security vulnerabilities are genuinely concerning. We also cover NVIDIA quietly backing away from its $100 billion OpenAI deal, Apple's record quarter that Wall Street shrugged off, and OpenAI's race to IPO before Anthropic (with Elon potentially beating them both). Hit play for a conversation about where AI is heading and what it means when the bots start talking to each other. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

AI agents get into a room by the thousands and start plotting with each other.

0:04.2

Are we doomed? Why is Nvidia backing away from Open AI? And what does Apple need to do to get some love from the market?

0:11.5

That's coming up with M.G. Siegler right after this. This episode is brought to you by Qualcomm.

0:16.9

Qualcomm is bringing intelligent computing everywhere. At every technological inflection point, Qualcomm has been a trusted partner helping the world tackle its most important challenges.

0:27.2

Qualcomm's leading edge AI, high performance, low power computing, and unrivaled connectivity solutions have the power to build new ecosystems, transform industries, and improve the way

0:38.6

we all experience the world. Can AI's most valuable use be in the industrial setting? I've been

0:45.3

thinking about this question more and more after visiting IFS's Industrial X Unleashed event in New York

0:51.1

City and getting a chance to speak with IFS CEO Mark Muffett.

0:55.5

To give a clear example, Mufford told me that IFS is sending Boston Dynamics spot robots

1:00.9

out for inspection, bringing that data back to the IFS nerve center, which then with the

1:05.7

assistance of large language models can assign the right technician to examine areas that need attending.

1:11.9

It's a fascinating frontier of the technology, and I'm thankful to my partners at IFS for opening

1:17.5

my eyes to it.

1:18.7

To learn more, go to IFS.com.

1:20.9

That's IFS.com.

1:22.7

Welcome to Big Technology Podcast.

1:24.4

It's the first Monday of the month, and that means M.G. Segler of Spyglass is here with us to discuss what's going on in the tech world. We have a great show for you today. We're going to talk about a lot that we couldn't even get to on the Friday show because it really developed over the weekend. There's a new AI social network just for AI agents. It's called MoldOOK. We'll get into what that's all about.

1:48.8

NVIDIA seems to be backing away from Open AI. What's happening there? And then of course,

1:55.0

Apple turned in magnificent earnings last week and the market really didn't care less. So we'll talk about what's going on there. MG, great to see you. Welcome back to the show.

1:59.0

Great to be back, Alex. And yeah, looking forward to chatting through these things.

2:03.1

Here we are. It's the lost art of humans communicating with each other. Now, it seems like AI's communicating with each other is going to be the new future of the internet. Or maybe not. I don't know. I'll just talk through the story here. It's from Ars Technica.

2:18.1

AI agents now have their own Reddit-style social network, and it's getting weird fast.

...

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