OpenAI’s User Growth Miss, Musk vs. Altman, Prediction Market Ban
5/1/202658 min
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI misses revenue and user projections, per WSJ 2) Why can't ChatGPT break the 1 billion user mark? 3) Is consumer AI not working? 4) Ranjan makes the case for consumer AI 5) Musk vs. OpenAI at trial 6) Potential outcomes of the case 7) Musk admits distillation? 8) Cloud services crush earnings 9) U.S. Senators ban themselves from trading prediction markets 10) CBS Sports' shameless gambling article --- 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
OpenAI is growing slower than anticipated. What does that say about the broader AI story? Elon Musk and Sam Altman meet in court, and Anthropic's valuation is approaching one trillion dollars. That and more is coming up on a Big Technology Podcast Friday edition right after this. Next 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 on my YouTube page starting next week. We've all heard the stat, 95% of AI initiatives fail. It's not because the technology isn't ready. It's because you don't have the right process or the right partner. Meet Aboard. Aboard is your partner for AI transformation, which means they listen, use their very own powerful software tools, and deliver exactly what your company needs to thrive in the age of AI. Working with big and small clients, Aboard always delivers in weeks, not months. Your AI revolution is just beginning. Visit aboard.com to get your AI rollout right. Welcome to Big Technology Podcast, Friday edition, where we break down the news in our traditional cool-headed and nuanced format. We have a great show for you today. So much news