Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
Big Technology Podcast

Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate

B2Upper-intermediateAugust 21, 20261 hr 5 min

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...

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0:00

Big Tech is spending trillions more on AI than it appears on the surface. Is it a glaring red flag? New open AI and anthropic numbers show one company surging and another sputtering? And should we actually be talking about AI for travel use cases more?

0:15

That's coming up on a big technology podcast Friday edition featuring Ron John Roy's glorious return right after this. Welcome to Big Technology Podcast Friday edition where we break down the news in our traditional cool edit and nuance format.

0:27

We have a great show for you today. We're gonna talk all about the off balance sheet borrowing and spending that Big Tech is doing to enable the AI build out and a movement

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