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

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

4.6 • 395 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: [email protected] 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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