{"podcast":{"title":"Big Technology Podcast","slug":"big-technology-podcast-197340","podcast_index_feed_id":197340,"rss_url":"https://feeds.megaphone.fm/LI3617121267","website_url":"https://www.bigtechnology.com/","image_url":"https://megaphone.imgix.net/podcasts/e70f9594-937b-11ec-bfe0-2b4c46de3cc3/image/ac86ab8de3e6d78450970f49c51a117b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Alex Kantrowitz","episode_count":559,"summary":"The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Alex Kantrowitz, a Silicon Valley journalist who's interviewed the world's top tech CEOs — from Mark Zuckerberg to Larry Ellison — is the host.","last_synced_at":"2026-09-02T20:18:57.620942+00:00","page_url":"https://stenobird.com/podcast/big-technology-podcast-197340"},"episode":{"title":"Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate","slug":"big-tech-s-insane-hidden-ai-spending-ranking-anthropic-vs-openai-ai-for-travel-debate","published_at":"2026-08-21T15:54:00+00:00","page_url":"https://stenobird.com/podcast/big-technology-podcast-197340/big-tech-s-insane-hidden-ai-spending-ranking-anthropic-vs-openai-ai-for-travel-debate","show_page_url":"https://stenobird.com/podcast/big-technology-podcast-197340","url":"https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP4360566949.mp3","audio_url":"https://pdst.fm/e/tracking.swap.fm/track/t7yC0rGPUqahTF4et8YD/pscrb.fm/rss/p/traffic.megaphone.fm/AMPP4360566949.mp3","summary":"Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI infrastructure 2) The mechanisms of the off-balance-sheet AI buildout 3) What would happen if these projects were on the balance sheet? 4) Can Wall St. actually not figure this out? 5) Will the tech giants pay the money back? 6) Is a soft landing in AI possible at this point if things go poorly? 7) Anthropic's revenue numbers are soaring 8) OpenAI, meanwhile, is in more tumult 9) Why OpenAI is dealing with so many executive departures 10) Startups vs. established companies, and what are the AI labs exactly? 11) Why travel is a good eval for AI --- 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","meta_description":"Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3934,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/big-technology-podcast-197340/episodes/big-tech-s-insane-hidden-ai-spending-ranking-anthropic-vs-openai-ai-for-travel-debate/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/big-technology-podcast-197340/big-tech-s-insane-hidden-ai-spending-ranking-anthropic-vs-openai-ai-for-travel-debate.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}