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Episode
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
Views
23K
1.3× the show’s average
Episode23K
Show avg17K
Published
10mo ago
Nov 24, 2025
Length
1h 04m
show avg 53m
From the show
Chapters
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: --- 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
- 0:00Introduction
- 0:27Discussion on Google's AI Progress
- 5:13Potential Economic Headwinds for OpenAI
- 11:40Commoditization of AI Models
- 24:05Meta's AI Efforts: An Update
- 27:01Google's Revenue and Ad Infrastructure
- 30:58Google's AI Mode and User Experience
- 32:31Google's Marketing and Gemini 3 Launch
- 34:10AI Market Analysis and NVIDIA's Earnings
- 46:01Introduction to Project Prometheus
- 47:17AI in Real World Applications
- 59:26Bill Ackman's Dating Advice
Mentioned
Names dropped
SA
Sam Altman
OpenAI CEO Sam Alman told colleagues last month that Google's recent progress in artificial intelligence could create temporary economic headwinds
JB
Jeff Bezos
Jeff Bezos is back in the AI startup game.
BA
Bill Ackman
We'll talk about Bill Bill Aman's pickup line.
GL
Gil Luria
Following on our conversation about the AI bubble with Gil Laura last week
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