@BigTechPod

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

 New York, USA
bigtechnology.com
Joined May 2025
  • Tweets261
  • Following16
  • Followers623
226Media
🚀AI just let a 5-person team build what used to take an army. So what actually separates the startups winning from the ones just moving fast? I’m sitting down live with Iccha Sethi, @TrustVanta's SVP of Engineering, to talk through the patterns we’re seeing before they become conventional wisdom, demos vs. production-ready AI agents, and where small teams actually have the edge. Join us 👇 vanta.com/webinars/inside-th… #sponsor
1
2
1
103
Anthropic just added a rule: be persistently abusive to Claude and you can get banned. Here's why that policy is more interesting than it looks:
73
Anthropic's revenue is growing fast, will it catch up to compute costs though?
2
121
Dylan Patel (@dylan522p), @SemiAnalysis_ : Anthropic's inference gross margins are hitting 75% — matching Salesforce, one of the greatest SaaS companies ever. "It took Salesforce quite some time to get there." "And Anthropic has near no customer acquisition cost. Their R&D spend has grown slower than their revenue. so it's arguably a better business than software."
1
148
"We weren't hacking. We just saw everything." @SemiAnalysis_ CEO Dylan Patel (@dylan522p) says his team accidentally saw the other clients on one AI cloud, including their storage. Intelligence agencies were among them. Not American, from a top-10 GDP country. Then: "We could have just seen what they were training."
1
170
Alex Kantrowitz (@Kantrowitz), host of Big Technology Podcast, on Trump's sit-downs with AI CEOs in Washington: "He's basically like, if you guys do any more of this doomerism or slowdown stuff, the whole market goes down. And that reflects poorly on my presidency."
1
178
Christian Klein (@ChrstnKlein), CEO at @SAP : "For many agents we are running, and for tasks like creating a headcount report or financial report, some of the open source models perform so good that when we compare it to the cost of frontier models, we switch. Many agents we're building have seen the fifth model because we're always optimizing outcome versus tokens and cost."
89
Adam Mitchell, Head of Enterprise Business Solutions at @Voya, on deploying conversational AI at scale: "AI and sleepless nights go hand in hand." His mitigation strategy: fortress data, human-in-the-loop on every interaction, and routing customer inquiries deemed inappropriate for AI to his best people.
1
112
.@Meta has the standard model. @OpenAI has know-how, compute, and better AI. That's why it's taking bigger swings, and why it's aiming at enterprise, not consumers.
75
Christian Klein (@ChrstnKlein), CEO at @SAP, on why enterprise AI spending hit a wall: "Now we tell everyone use AI to reskill yourself, become more productive. When I'm the first one who introduces token limits, it's also a message I don't like. But at a certain point, token spend really came to where we definitely need to set certain limits."
1
339
Christian Klein (@ChrstnKlein), CEO at @SAP, on AI automation in enterprise: "The controls, the compliance checks, everything — that's going to get automated now. Many jobs will change really dramatically. That's a full-time job for thousands of people."
85
Alex Kantrowitz (@Kantrowitz), on why @Meta's @Muse is already reshaping commerce: "This changes a lot of businesses that have been built off people forgetting to unsubscribe." Since August 25th, Meta up 20%. Uber, DoorDash, Expedia, Instacart, Airbnb—all down.
109
.@Meta just proved you don't need a frontier model to build the best product.
2
139
.@Kantrowitz, on @Meta's @Muse strategy: "It might be one of the best businesses ever created on the internet. First of all, there's subscription. Then there's advertising. And then connectors"
81
.@Meta built @Muse on a non-frontier model. The harness is doing the work. Do you even need a Frontier Model anymore?
1
1
69
.@Kantrowitz's wife searched for months for a specialist in NYC. Nothing. He tried Meta's Muse instead. One prompt → appointment booked with a top doctor. AI agents are quietly becoming insanely useful. But is Meta's lead actually defensible? 🧵
1
112
While the rest of AI is selling fear, @Meta is selling fun. Here's why:
3
68
Neal Mohan (@nealmohan), CEO of @YouTube: "It's really more that human story or that human connection that they're looking for. And it tends to be that type of content is what rises to the top." On why AI won't displace creators — viewers aren't optimizing for tool sophistication.
1
1
95
Neal Mohan (@nealmohan), CEO of @YouTube, on AI Slop: it's not about AI vs. non-AI — it's about quality. He says YouTube takes "AI slop" seriously and won't let it take over Shorts.
1
94
Big Technology Podcast retweeted
Alex Kantrowitz
@KantrowitzSep 24
Full Episode: @YouTube CEO @nealmohan and I talk about AI optimized videos, his AI slop strategy, working with DeepMind, and competing with chatbots. Chapters: 0:00 Intro 0:33 YouTube’s size and influence 2:39 Should AI decide what we watch? 13:07 Does the algorithm make content look the same? 19:22 AI-generated videos and AI slop 27:31 Can AI chatbots compete with YouTube? 33:07 YouTube’s partnership with Google DeepMind 39:43 How YouTube’s Ask feature works 45:25 Will AI answers take views from creators? 48:33 NFL Sunday Ticket and live streaming 52:18 Netflix’s push into podcasts 54:58 YouTube’s new view counts and Google’s future
7
2
1
25
29,334
Load more