Big Technology Podcast

Clips from Big Technology Podcast and other content we find enjoyable. Subscribe to the show in your app of choice.

[Big Technology Podcast @BigTechPod]

According to @BillGates's definition OpenAI isn't actually a platform.

His definition: a platform is where the collective revenue of its users exceeds the platform's own revenue.

OpenAI's share of AI startup revenue is 89%. That's extraction, not infrastructure.

Ft. @chamath

[Chamath Palihapitiya @chamath]

In an early meeting at Facebook (c. 2007), when I was describing the goals of Facebook Platform (an area I oversaw) Bill Gates yelled at me/us.

His quote has stuck with me to this day:

“This isn’t a platform. A platform is where the collective sum of revenues of the participants exceeds those of the platform itself.”

Ladies and gentlemen, I present to you the tokenmaxxing circle jerk.

[Big Technology Podcast @BigTechPod]

The accountant in the corner will outship your best engineers.
Because they'll automate what engineers never thought to touch.

Breakthroughs come from everywhere, if you give people tokens to experiment and safety to fail.
— @bcherny

[Big Technology Podcast @BigTechPod]

@dickc reacting to @ericschmidt getting booed at @uarizona says everything.

It's not about Schmidt. It's a narrative vacuum.

Because nobody's explaining why this AI wave matters to a grad without a job offer.

Silence is what gets you booed.

[Alex Kantrowitz @Kantrowitz]

Here's @dickc breaking down how Elon, Sam, and Dario might differ when taking their companies to the public markets...

[Big Technology Podcast @BigTechPod]

"The only thing that can save OpenAI is Codex." — @dickc , ex-CEO of Twitter

A month ago Claude Code looked like the future. Now teams are saying "we were 95% Claude, we're switching."

Anthropic built something real. The question is can they protect it?

[Alex Kantrowitz @Kantrowitz]

I enjoyed speaking w/ @dickc about the forthcoming SpaceX, OpenAI, and Anthropic IPOs. And data centers in space, of course... https://t.co/yAykOyu8Ld

[Big Technology Podcast @BigTechPod]

The 90s PC paradox is repeating. Zero productivity gains, because companies bolted the technology on instead of restructuring around it.

AI is no different. The winners won't experiment most. They'll rebuild from the center out.

Ft. @bcherny @Kantrowitz @AnthropicAI

[Big Technology Podcast @BigTechPod]

"Claude Code & Cowork both are 100% written by Claude Code" - @bcherny (Head of Claude Code)

Anthropic engineers saw a 250% increase in code written per engineer after Claude integration—while code quality stayed stable.

We are entering a new era!

#Anthropic #Claude #AI

[Boris Cherny @bcherny]

The best way to level up from 1 agent => many agents. No more cycling between terminal tabs

[Alex Kantrowitz @Kantrowitz]

Full episode: Claude code creator @bcherny on the product's explosive growth, tokenmaxxing, recursive self-improvement, and what's next for AI agents.

Chapters:
0:39 Claude Code’s Explosive Growth
5:40 What Is Claude Code?
9:22 Using AI Agents To Book Flights
12:45 Tokenmaxxing And Real Demand
21:27 Are AI Agents Too Inefficient?
30:45 Rate Limits And User Frustration
36:03 Beyond Coding
41:48 Claude Prompting Other Claudes
44:37 The Saaspocalypse
49:26 Self-Improving AI
51:54 Do AI Agents Need World Models?
54:45 Is This The Future Or A Fever Dream?

[Alex Kantrowitz @Kantrowitz]

Now that we've become dependent on AI models, are the prices about to go up?

In many cases, the model makers are creating far more value than they are capturing with token fees, and there's room to double (or even triple) the rates we pay.

That's what I think at least. VC @pitdesi says that since there's so much competition, we may see prices stay stable or even fall. That would be great news for us, maybe not as great for those investing in OpenAI, Anthropic, and the rest of the gang.

Your thoughts?

[Big Technology Podcast @BigTechPod]

Most startups are just future ChatGPT features.

Survive by owning what costs AI more to recreate than it generates — proprietary data, regulatory maps, exclusive IP.

Everything else has an expiration date.

Ft. @mcuban @Kantrowitz

[Mark Cuban @mcuban]

Message to entrepreneurs Your product is their feature

[Big Technology Podcast @BigTechPod]

"Asked who he'd vote for in 2028, Mark Cuban didn't pick a politician, he picked Bart Simpson 😂 (Tells you everything about how he feels about the 2028 field.)

[Big Technology Podcast @BigTechPod]

Mark Cuban doesn't even hesitate: "Jordan. No question." 🐐 Sorry LeBron fans 😅

[Big Technology Podcast @BigTechPod]

Mark Cuban on Sam Altman vs Dario Amodei: "Sam is all over the map. I think it'll backfire on him." 👀

[Big Technology Podcast @BigTechPod]

Mark Cuban on where AI actually splits people:
"People who use AI so they don't have to learn anything — and people who use AI so they can learn everything."

That gap starts at the individual level.
But it scales directly to companies.

The businesses rebuilding around AI will outcompete the ones just bolting it on — with a fraction of the cost.

His 3-year prediction:
Two types of companies.
Those that are great at AI.
And those that went out of business.

Ft. @mcuban @Kantrowitz

[Clare Conley @Clareconley]

“Those people who are curious and just want to keep on learning more, and using AI to that end, will always have an edge over everybody around you. If you're just using it just so you don't have to do the work and it's your drunk intern, you're going to struggle.” @mcuban with @Kantrowitz https://t.co/OroE1jQGZr

[Big Technology Podcast @BigTechPod]

If you have IP in 2026, Mark Cuban has two words for you: "Don't publish. Sell." Here's why

[Big Technology Podcast @BigTechPod]

"A liar has to care about the truth. A bullshitter doesn't." - Carissa Véliz on what LLMs really are. (And why that matters for democracy.)

[Big Technology Podcast @BigTechPod]

12 minutes. Phone in hand. Patent app, business plan, bill of materials… done. This is the new ceiling for what one person can build

[Big Technology Podcast @BigTechPod]

"In three years there will be two types of companies those great at AI, and those out of business." - Mark Cuban @mcuban

[Big Technology Podcast @BigTechPod]

Mark Cuban: "You'll always have an edge if you use AI to learn. If you use it so you don't have to learn anything you're going to struggle."