Big Technology Podcast
Alex Kantrowitz
3 episodes
AI Stockpocalypse, Anthropic Nears RSI?, Prediction Markets vs. Pollsters
6 Nov · 58 min
- Voters in 38 jurisdictions restrict data centers, a backlash Ranjan Roy says adds unpredictability to Anthropic's IPO and hyperscaler economics.
- The Wall Street Journal reports investor skepticism about Anthropic's $1.5tn valuation as it shows an $80bn October run rate.
Will the Democrats’ Big Win Stop the AI Buildout? — With Teddy Schleifer
5 Nov · 35 min
- Democrats win both chambers, installing a less pro-AI, less pro-data-center Congress overseeing the AI buildout.
- At least 38 jurisdictions pass data center bans or restrictions, which Teddy Schleifer calls close to a national referendum.
Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge
30 Oct · 59 min
- Big tech lost about a trillion dollars in market value after third-quarter earnings as capital expenditure rose sharply, with investors doubting that core ad and retail businesses will stay strong.
- Google says the share of searches ending in AI Mode rose from 2% to 8.9%, and Ranjan Roy argues the core search business will never be what it was.