# Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?

Page: https://stenobird.com/podcast/big-technology-podcast-197340/did-apple-get-ai-spending-right-microsoft-openai-s-new-reality-where-s-stargate
Text version: https://stenobird.com/podcast/big-technology-podcast-197340/did-apple-get-ai-spending-right-microsoft-openai-s-new-reality-where-s-stargate.md
Podcast: [Big Technology Podcast](https://stenobird.com/podcast/big-technology-podcast-197340)
Published: 2026-05-05T05:41:00+00:00
Episode link: https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP9424129098.mp3?updated=1778072129
Audio file: https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP9424129098.mp3?updated=1778072129
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Duration seconds: 3657

## Resource

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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## Transcript

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