Alex Kantrowitz

Dario Amodei是Anthropic的CEO。他做客《大科技播客》，进行了一场关于AI潜力、风险以及他直言不讳性格根源的原始、未经过滤的对话。本次访谈是《大科技》关于Amodei深度报道的一部分，该报道采访了二十多位他的同事、朋友和批评者。你可以在此免费阅读这篇报道：https://www.bigtechnology.com/p/the-making-of-dario-amodei 我们还讨论了马克·扎克伯格在AI人才上的疯狂投入、Amodei与OpenAI的竞争、他对英伟达CEO黄仁勋批评的回应、AI规模定律的现状，以及我们是否会失去对这项技术控制的风险。 请收听这场与当今AI浪潮引领者之一的坦诚、感性且充满能量的对话。 --- 音频与视频由Fireside Visuals的Matt Breetzke制作：https://www.firesidevisuals.com/ --- 喜欢《大科技播客》吗？请在您选择的播客应用中给我们五星好评⭐⭐⭐⭐⭐。 想要订阅Substack上的《大科技》并加入Discord的折扣吗？首年可享75折优惠：https://www.bigtechnology.com/subscribe?coupon=0843016b 有问题或反馈？请发送邮件至：bigtechnologypodcast@gmail.com 章节 3:33 AGI时间线与指数级发展 9:49 规模更新：收益递减、持续学习、新技术 16:47 规模与竞争：资源、人才争夺战 20:10 商业模式与收入增长 27:26 经济学：定价变化、推理成本与盈利能力 36:29 开源模型与托管前沿模型 40:10 个人背景：旧金山、家庭、父亲患病 54:15 治理与安全：“竞相逐顶”与控制权之争

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Software is rebounding, is the Saaspocolyse over? 2) Salesforce delivers solid earnings and jumps 22% 3) Why was Dario sitting with Benioff? 4) All software stocks are rising 5) Disruption could still happen, but on a longer timeline 6) Meta's bungled AI layoff strategy 7) How much of AI failures today are cultural? 8) Meta pays billions in landmark addiction settlement 9) South Korean stock market volatility 10) The clash of AI belief and reality Chapters 00:00 Introduction: The State of Software and AI Market 01:59 Salesforce CEO Mark Benioff on the SAS Pocalypse 04:11 Meta's AI Workforce Experiment and Its Failures 07:09 Anthropic, Salesforce, and the Future of Enterprise AI 09:55 Market Reactions: The Rise and Fall of AI Stocks 15:03 Long-term Outlook: AI Capabilities and Business Disruption 19:45 Meta's Social Media Strategy and Regulatory Challenges 24:57 The South Korean Stock Market: Volatility and Investor Risks 30:03 Lessons from the AI Bubble and Market Bubbles 34:55 Conclusion: Navigating Uncertainty in AI and Markets --- 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?

In August 2026, I summited My. Rinjani in Lombok, Indonesia. It was a tough hike, but no glacier travel or real risks involved. The sunrise was absolutely stunning, with the crater, lake, and triangle volcano shadow all lined up together. This is the full first 24 hours (out of 3D2N on the mountain) w/ the trek to basecamp, 2 a.m. wakeup, midnight ascent, and sunrise summit. I went with Jou Trekking who made it all possible. This video is mostly just for a personal memory for me, but maybe you'll enjoy it. From December 2025: Summiting Cotopaxi https://youtu.be/OemhMXOyY10

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 Chapters 00:00 Introduction to Big Tech's AI Spending Surge 01:42 The Mechanics of Off-Balance-Sheet Commitments 05:39 Case Study: Meta's Hyperion Data Center 07:06 Risks and Guarantees in AI Infrastructure Investments 19:32 Market Implications of Hidden AI Spending 26:28 The AGI Call Option and Bet-the-Company Bets 31:48 The Future Scenarios for AI Development 38:23 Anthropic's Rapid Revenue Growth and IPO Plans 44:31 OpenAI's Financial Performance and Strategic Moves 53:52 Travel as a Benchmark for AI Capabilities --- 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

Clint Sharp is the co-founder and CEO of Cribl. Sharp joins us to discuss why AI agents are creating an explosion of new data, and how to manage and learn from that data. Tune in to hear why AI observability is becoming essential, how attackers and defenders will increasingly operate at machine speed, and whether model providers could use customer data to compete with their own clients. We also cover Anthropic’s security warnings, the OpenAI hack of Hugging Face, and enterprise resistance to adopting AI. Hit play for a fascinating conversation about the security, cost, and competitive consequences of deploying AI agents across the enterprise. Chapters: 0:00 — What Cribl Does 3:00 — The Risk of AI Data Exhaust 6:35 — Why Companies Need AI Observability 9:18 — How Valuable Is AI Usage Data? 12:53 — Agents and the Data Explosion 16:50 — AI Agents and Cybersecurity 19:39 — What’s Slowing Enterprise AI Adoption 22:12 — Should Everyone Access Frontier Models? 24:20 — Anthropic’s Security Warnings 28:34 — How Cribl Detects AI Threats 30:10 — The Rising Cost of AI Data 34:20 — Will the AI Investment Be Worth It?

来自Spyglass的M.G. Siegler回归，参与我们每月一次的最新科技新闻讨论。我们涵盖：1) Demis Hassabis辞去DeepMind CEO职务（Alex独播）2) 苹果的内存危机 3) 苹果本应做得更好吗？ 4) iPhone价格会涨吗？ 5) 苹果能在不损失销量的情况下提价多少？ 6) 这最终会影响其服务业务吗？ 7) 微软在人工智能上支出减少……但有一个有趣的转折 8) 云增长有多少是由OpenAI和Anthropic驱动的？ 9) 谷歌人工智能部门内部的分歧 10) 谷歌能团结一致吗？ --- 喜欢《大科技播客》吗？请在您喜欢的播客应用中给我们五星好评 ⭐⭐⭐⭐⭐。 想要《大科技播客》在Substack和Discord上的折扣吗？首年可享75折优惠：https://www.bigtechnology.com/subscribe?coupon=0843016b

Christophe Beck是Ecolab的首席执行官。Beck加入我们的频道，为关于人工智能数据中心实际消耗多少水和电力的讨论带来清晰度，在围绕该话题的众多谣言中增添了真正的专业知识和第一手经验。Beck描述了为什么人工智能数据中心如此耗电，目前（主要）如何为芯片降温，以及Ecolab正在研究哪些解决方案来大幅减少水消耗。请收听这场深思熟虑、基于专业知识的对话，了解提供人工智能的真实环境成本，以及如何最小化这些消耗需求。 本次访谈由Ecolab赞助。要了解我们的品牌聚焦计划，请发送邮件至bigtechnologypodcast@gmail.com。

Semafor的Reed Albergotti回归，参与我们关于最新科技新闻的每周讨论。我们涵盖：1）Leopold Aschenbrenner的情势意识对冲基金为何爆仓 2）Leopold与有效利他主义的关联及其如何影响事态 3）有效利他主义是否导致不可接受的风险承担？4）Leopold实际交易了什么 5）情势意识还剩下什么 6）OpenAI降价高达80% 7）AI价格战是否会把一切推向零？8）英伟达向Ilya Sutskever的SSI投资50亿美元 8）微软业绩碾压预期，创下史上最大市值单日增幅 9）亚马逊业绩同样强劲 10）谷歌反弹 11）苹果的内存隐忧与长期风险 章节 00:00 开场：市场动荡与科技动态 01:03 Leopold Ashenbrenner的对冲基金崩溃 02:27 对冲基金爆仓的教训 04:20 科技行业的文化分歧 05:02 有效利他主义与市场押注 06:13 AI投资中的傲慢风险 08:10 AI在社会与技术变革中的作用 09:36 市场对AI发展的反应 18:30 OpenAI的降价与市场影响 24:14 数据中心建设与AI需求 42:30 微软创纪录的市值增长 50:54 谷歌的云增长与市场看法 54:26 Meta的AI野心与社交媒体 56:27 Meta潜在的AI伴侣策略 57:41 AI与科技行业的未来趋势

Matthew Prince is the co-founder and CEO of Cloudflare. Prince joins Big Technology Podcast to discuss Cloudflare’s plan to block Google from millions of ad and subscription-supported websites unless publishers choose to opt out. Tune in to hear why he believes Google must pay for access to online content, how AI is destroying the web’s traditional traffic model, and why the era of SEO is coming to an end. We also cover micropayments for publishers, the risks AI agents pose to small businesses, and how commerce could consolidate around a handful of giant companies. Hit play for an urgent look at the fight over who controls the future of the internet. --- 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

David Cahn是红杉资本的合伙人。Cahn做客Big Technology播客，讨论AI行业需要创造多少收入才能收回其大规模基础设施投资，以及为什么追逐AGI推动企业持续投入。聆听他对指导OpenAI、Anthropic、谷歌、Meta、微软、亚马逊、苹果、英伟达和SpaceX的评估。我们还涵盖了投资时间线错配的风险、AI人才和专有芯片的价值，以及构建人工智能是否可能改变宗教与灵性。点击播放，冷静审视那些塑造AI未来的巨大财务与战略赌注。 章节： 0:00 AI行业的万亿美元回报 3:00 AI需要创造多少收入 8:31 时间错配的风险 12:21 支出是否需要AGI？ 15:29 为什么AGI可能还很遥远 19:57 AI是否处于泡沫中？ 24:36 伟大的AI策略博弈 26:47 Anthropic的人才策略 32:28 OpenAI激进的AGI赌注 35:10 谷歌的TPU优势与困境 45:07 Meta、微软、亚马逊、苹果和英伟达 1:00:46 AI、宗教与灵性 --- 喜欢Big Technology Podcast吗？请在您使用的播客应用中给我们五星评分⭐⭐⭐⭐⭐。 在此观看完整纪录片：https://www.gravitee.io/ai-agent-documentary 想要在Substack + Discord上获取Big Technology的折扣？第一年享75折：https://www.bigtechnology.com/subscribe?coupon=0843016b