Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push

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 December 2025

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into whether Tim Cook will retire in 2026, what his legacy will be, and who will likely succeed him as Apple CEO. We also touch on the various Big Tech companies jostling for the title of largest company in the world and what it says about the AI race. Finally, we cover Anthropic's push to become profitable by 2028 and what it says about the state of the AI race. --- 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 Wealthfront.com/bigtech. If eligible for the overall boosted 4.15% rate offered with this promo, your boosted rate is subject to change if the 3.50% base rate decreases during the 3-month promo period. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC, not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable base APY. Instant withdrawals are subject to certain conditions and processing times may vary. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Is Tim Cook about to step down from Apple? Big tech stocks swing wildly as the market tries to pick an AI winner.
0:07.2	And Anthropic is pushing toward profitability. That's coming up right after this.
0:12.9	The truth is AI security is identity security. An AI agent isn't just a piece of code.
0:17.6	It's a first-class citizen in your digital ecosystem, and it needs to be
0:21.3	treated like one. That's why ACTA is taking the lead to secure these AI agents, the key to unlocking
0:26.3	this new layer of protection, and identity security fabric. Organizations need a unified,
0:31.6	comprehensive approach that protects every identity, human or machine with consistent policies
0:36.8	and oversight. Don't wait for a security
0:38.8	incident to realize your AI agents are a massive blind spot. Learn how Octa's identity security
0:44.0	fabric can help you secure the next generation of identities, including your AI agents. Visit
0:49.5	acta.com. That's OKTA.com. Capital One's tech team isn't just talking about multi-agentic AI.
0:57.6	They already deployed one.
0:59.5	It's called chat concierge and it's simplifying car shopping.
1:03.8	Using self-reflection and layered reasoning with live API checks, it doesn't just help
1:09.2	buyers find a car they love. It helps schedule a test
1:12.9	drive, get pre-approved for financing, and estimate trade and value. Advanced, intuitive,
1:19.7	and deployed. That's how they stack. That's technology at Capital One. Welcome to Big Technology
1:25.8	podcast. It's the first Monday of the month, and that means M.G. Siegler is here with us to
1:30.1	break down everything in Big Tech.
1:32.4	Today we're going to talk about whether Tim Cook is on the verge of retiring from Apple.
1:38.1	We're going to look at why Big Tech's market caps have swung so wildly, seemingly from
1:43.5	winner to winner in the AI race.
	...

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