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
11h
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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Big Technology Podcast
@BigTechPod
Aug 10
David Cahn (@DavidCahn6 ) , @sequoia partner: @Microsoft's strategy is to "turn those models into a commodity and leverage existing enterprise relationships for profit." The bet: Nadella's deal-making with @OpenAI gives them the infrastructure advantage everyone else is chasing.
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Big Technology Podcast
@BigTechPod
Aug 8
David Cahn (@DavidCahn6) on what actually drives Elon: "I don't think @elonmusk is fundamentally dollar motivated. I think Elon is fundamentally mission motivated." @SpaceX as proof — a company that makes money *because* it's trying to move civilization forward, not the other way
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Big Technology Podcast
@BigTechPod
Aug 8
David Cahn (@DavidCahn6), Partner at @sequoia, on why the "AI bubble" framing is intellectually useless: "Bubble, no bubble, is irrelevant. At some point there'll be corrections. We need to survive those corrections."
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