Featuring (in order of appearance):
Aaron Levie — Co-founder & CEO, Box
Anissa Gardizy — AI Infrastructure Reporter, The Information
Max Cherney — Chip Reporter, Reuters
Lauren Goode — Senior Writer, Wired
Dallas Dolen — TMT Leader, PwC
Ranjan Roy — Big Technology
Alex Stamos — Former CSO, Meta / Chief Product Officer, Corridor
Mike Krieger — Co-founder of Instagram & Lead of Anthropic Labs
Greg Brockman — President & Co-founder, OpenAI
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The first-ever Big Technology AI Summit, recorded live at San Francisco's Commonwealth Club on June 18, 2026, days after the federal government forced Anthropic to pull its frontier models, Fable and Mythos, off the market. That backdrop set the agenda for a full day of news-making conversations about where AI is actually headed: what the technology does next, what happens if it works, and what happens if it doesn't.
Aaron Levie opens by arguing the recall may be the closest thing yet to the "AI pause" critics have demanded — and why it could hand China the long-term economic edge. Anissa Gardizy, Max Cherney, and Lauren Goode break down the great AI infrastructure buildout: which announced data centers will actually get built, whether Nvidia can hold its lead, and what a TSMC disruption would mean for everyone. Dallas Dolen takes us inside enterprise AI budgets, the looming price war, and why "outcome maxing" is replacing "tokenmaxing." Ranjan Roy joins for a live Big Technology Podcast Friday edition. Alex Stamos delivers the day's sharpest news, arguing the real cyber Rubicon was crossed a year ago and that the Fable recall makes no technical sense. Mike Krieger offers a rare look inside Anthropic Labs the week its best model disappeared. And Greg Brockman closes with OpenAI's vision of a world where the interface melts away and compute decides everything.
Hosted by Alex Kantrowitz.
Chapters:
0:00 — Intro: Why we're here
9:33 — Aaron Levie (Box) on the Fable recall, the AI pause, and China
40:00 — AI Infrastructure Panel: Gardizy, Cherney & Goode on the buildout
1:01:23 — Dallas Dolan (PwC) on ROI, token maxing, and the price war
1:24:23 — Big Technology Podcast Friday Edition with Ranjan Roy
1:59:25 — Alex Stamos on AI cybersecurity and "we lost a war this weekend"
2:20:17 — Mike Krieger inside Anthropic Labs
3:00:25 — Greg Brockman on OpenAI's frontier and the compute race
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