Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry
Big Technology Podcast
Alex Kantrowitz
4.7 • 606 Ratings
🗓️ 3 July 2026
⏱️ 58 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
Transcript
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| 0:00.0 | Mark Zuckerberg says AI development is moving slower than expected as meta thinks about selling |
| 0:04.6 | off its excess compute. OpenAI wants to give its equity to the White House, and Palantir's |
| 0:09.5 | CEO Alex Karp takes on the foundational labs. That's coming up on a big technology podcast |
| 0:14.5 | Friday edition right after this. In the face of ongoing disruption and opportunity, TMT |
| 0:20.5 | leaders need to deliver tangible results, |
| 0:22.9 | not just ideas. |
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| 0:30.1 | with AI, cloud, and emerging tech to accelerate your transformation and drive measurable |
| 0:36.0 | ROI from strategy to execution. |
| 0:39.3 | PWC can help you anticipate what's next, outpaced disruption, and compete. |
| 0:44.5 | For more information, visit pwc.com. |
| 0:48.8 | Welcome to Big Technology Podcast Friday edition, where we break down the news in our traditional, |
| 0:52.3 | cool-headed, and nuanced format. |
| 1:11.7 | We have a great show for you today. We're going to talk all about meta, deciding that maybe it's time to tell off some of that very precious compute. As Mark Zuckerberg says, AI agent development is going slower than expected. We're going to talk about what that means, not just for meta, but for the broader AI industry. We'll also talk about Open AI, potentially giving some of its equity to the White House, whether that's advisable or not. And of course, |
| 1:16.1 | Alex Karp, the CEO of Palantir coming out and declaring, effectively declaring war on the |
| 1:21.5 | foundational lab. It's really what it is. Joining us, as always, on Friday to do it is Ron John Roy of |
| 1:25.8 | margins. Ron John, good to see you. Great to see you, Alex. I'm currently in London in a hotel room with a mediocre Wi-Fi. |
| 1:33.6 | Yeah, everybody, the fact that we're doing a show right now is somewhat miraculous. I just want to say |
| 1:38.3 | thanks to Ranjan for sticking with us. It's pretty late London time. So modern technology. |
| 1:46.0 | That's what we do. That's what we do. So our top story this week is what's going on at meta or what isn't going on at meta. And that is |
| 1:52.0 | impressive AI development. And that was something that Mark Zuckerberg in an internal town hall admitted |
| 1:56.8 | effectively, according to Reuters. Here's the headline. Zuckerberg says AI agent development is going slower than expected. |
... |
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