Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
5/29/20261 hr
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Companies are reconsidering their AI spend after token consumption explodes 2) Is this a widespread issue or a big deal made out of a few companies? 3) The bigger problem: only 18% of tokens are spent on things that ship. 4) Are investment decisions being made due to unrestrained tokenmaxxing? 5) The circular investment problem is real 6) A look at the memory chip boom 7) Anthropic passes OpenAI as the world's most valuable startup 8) Robinhood let's your favorite chatbot trade for you 9) Should you connect your gmail to ChatGPT? 10) Would you get your house cleaned for free if the cleaner videotaped it for training data? Join us for the Big Technology AI Summit: https://summit.bigtechnology.com
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First 90 secondsAlex Kantrowitz· Host0:00
Is the AI boom in trouble as costs pile up and productivity questions emerge? Anthropic is now the largest AI startup, passing OpenAI, and Robinhood will let your chatbot trade for you. That's coming up on a Big Technology Podcast Friday edition right after this. I'm just back from ServiceNow's Knowledge 2026 in Las Vegas, and the conversations I had there are ones you're going to want to hear. I sat down with their president and CPO, Amit Zavery, on the platform strategy powering enterprise AI, chief people and AI enablement officer Jackie Canney, and Chief Digital Information Officer Kelly Romack on what AI really means for the workforce, the technical leaders behind ServiceNow's NVIDIA partnership on shipping AI at scale, and Ulta Beauty on deploying ServiceNow's technology across 1,300 stores. If you want to know where enterprise AI is actually headed, not the hype, but the real story, you can find these videos on my YouTube channel. Search Alex Kantrowitz on YouTube. Depending on who you ask, between 80 and 95% of enterprise AI projects fail. To get AI to work for you, you don't need more tokens. You need better people. Aboard pairs powerful proprietary tools with senior engineers who've seen it all. That combination means your project doesn't stall, doesn't drift, and doesn't fall. It ships. Whether you're a startup that needs to get to market or an enterprise with complex legacy challenges, Aboard delivers exactly what your business needs fast. Aboard is your partner for AI transformation. Visit aboard.com and let's build something together. Welcome to Big Technology Podcast, Friday edition, where we break down the