# Zuckerberg’s Disappointment, OpenAI’s Equity Gamble, Alex Karp’s Rally Cry

Page: https://stenobird.com/podcast/big-technology-podcast-197340/zuckerberg-s-disappointment-openai-s-equity-gamble-alex-karp-s-rally-cry
Text version: https://stenobird.com/podcast/big-technology-podcast-197340/zuckerberg-s-disappointment-openai-s-equity-gamble-alex-karp-s-rally-cry.md
Podcast: [Big Technology Podcast](https://stenobird.com/podcast/big-technology-podcast-197340)
Published: 2026-07-03T13:12:00+00:00
Episode link: https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP4658405753.mp3
Audio file: https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP4658405753.mp3
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JSON: https://stenobird.com/v1/public/podcasts/big-technology-podcast-197340/episodes/zuckerberg-s-disappointment-openai-s-equity-gamble-alex-karp-s-rally-cry
Duration seconds: 3552

## Resource

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Zuck says AI agent progress isn't going to plan 2) Meta explores selling excess compute 3) Why can't anyone build an AI agent? 4) Are Anthropic and OpenAI becoming the point of failure in the AI trade 5) Is Google hedging? 6) What is Satya Nadella up to? 7) Should Microsoft bring back bad Sydney 8) Palantir CEO Alex Karp challenges the frontier labs 9) Everyone vs. OpenAI and Anthropic? 10) Should OpenAI give the U.S. government 5% of its equity? 11) Taylor Swift & Travis Kelce wedding trutherism --- 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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