Big Technology Podcast

@BigTechPod

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

New York, USA

Joined May 2025

Big Technology Podcast
@BigTechPod
Aug 15
Paul Kedrosky (@pkedrosky) on the pitch that's funding the entire AI cycle: "What would you spend for a call option on AGI? Well, mathematically I should be willing to spend anything." Once you accept AGI is possible, there's no valuation ceiling that makes sense.
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Big Technology Podcast
@BigTechPod
Aug 14
Paul Kedrosky (@pkedrosky) on why companies actually buy SaaS: "It's not because they think @ServiceNow or @salesforce are bold innovators that couldn't be replaced. No, it's because they have a problem. They don't want to build it themselves and they want someone to sue or shout
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Big Technology Podcast
@BigTechPod
Aug 14
David Cahn (@DavidCahn6 ), @sequoia partner just explained every major AI company's strategy — @Microsoft , @Google , @amazon , @Meta , @nvidia , @OpenAI , @AnthropicAI , @xai . Full breakdown 🧵👇 00:00 – Intro 00:26 – Anthropic: Cornering the Talent 06:11 – OpenAI: All-In on
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Big Technology Podcast
@BigTechPod
Aug 13
Paul Kedrosky (@pkedrosky), on why diversification no longer works in AI markets: "You're in it whether you like it or not. Even by holding an S&P 500 index fund — because of the concentration of hyperscaler and AI-related names which is something like 40 odd percent now — you're
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Big Technology Podcast
@BigTechPod
Aug 11
Here's why Demis Hassabis (@demishassabis) stepped down as CEO of @GoogleDeepMind.
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