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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI infrastructure 2) The mechanisms of the off-balance-sheet AI buildout 3) What would happen if these projects were on the balance sheet? 4) Can Wall St. actually not figure this out? 5) Will the tech giants pay the money back? 6) Is a soft landing in AI possible at this point if things go poorly? 7) Anthropic's revenue numbers are soaring 8) OpenAI, meanwhile, is in more tumult 9) Why OpenAI is dealing with so many executive departures 10)…

Big Technology Podcast

by Alex Kantrowitz · English · Tech & Science

The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Alex Kantrowitz, a Silicon Valley journalist who's interviewed the world's top tech CEOs — from Mark Zuckerberg to Larry Ellison — is the host.

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  2. 28 Aug 2026 · 59 min

    Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos

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  3. 26 Aug 2026 · 1 hr

    How AI Should Handle News, Politics, Medicine, and Mental Health — With Campbell Brown

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  4. 19 Aug 2026 · 1 hr 2 min

    Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete

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  6. 12 Aug 2026 · 1 hr 7 min

    Here's How The AI Bubble Bursts — With Paul Kedrosky

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  7. 9 Oct 2026 · 55 minNew

    Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI

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    Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos

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  9. 5 Oct 2026 · 1 hr 4 min

    Who Wins The AI Assistant Wars? + Why Didn’t Google Build Muse?

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  10. 2 Oct 2026 · 59 min

    Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test

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