Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
5/5/20261 hr
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss whether Apple made the right decision to hold off on spending a mid-sized country GDP worth of money on AI infrastructure, and whether the company's restraint will continue under incoming CEO John Ternus. We also cover OpenAI and Microsoft scrapping their "AGI" claude and whether Microsoft should've agreed to let OpenAI work with Amazon. We round off with a state of Stargate and where the risk is in the AI buildout. Tune in for a high-energy conversation about AI and tech's most pressing issues. ——— Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices
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First 90 secondsAlex Kantrowitz· Host0:00
Was Apple right all along to stay away from the AI spending race, and is that about to change? Microsoft and OpenAI are where exactly after their latest new agreement, and where is OpenAI's Stargate program? That's coming up with MG Siegler right after this. This week, I'm live at Knowledge 2026, ServiceNow's annual conference in Las Vegas, where enterprise AI moves from promise to production. I'm sitting down with ServiceNow's president and CPO, Amit Zavery, on the platform strategy powering it all, their people and technology leaders on what AI means for the workforce, the engineering team behind ServiceNow's NVIDIA partnership and what it really takes to ship AI at scale, and Ultra Beauty on deploying AI across 1,300 stores. These are the conversations you won't hear anywhere else, and new episodes are dropping this week on my YouTube page.
Speaker 10:47
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