# AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite

Page: https://stenobird.com/podcast/big-technology-podcast-197340/ai-revenue-explodes-dario-s-memo-mcdonald-s-ceo-s-baby-burger-bite
Text version: https://stenobird.com/podcast/big-technology-podcast-197340/ai-revenue-explodes-dario-s-memo-mcdonald-s-ceo-s-baby-burger-bite.md
Podcast: [Big Technology Podcast](https://stenobird.com/podcast/big-technology-podcast-197340)
Published: 2026-03-06T17:30:00+00:00
Episode link: https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP3350406270.mp3?updated=1772811892
Audio file: https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP3350406270.mp3?updated=1772811892
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Duration seconds: 3647

## Resource

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? 10) Or was it a real worry about AI-enabled surveillance? 11) McDonald's CEO's unwitting viral moment --- 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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