Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
Big Technology Podcast

Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick

B2中高级2026年8月8日55分钟
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M.G. Siegler from Spyglass is back for our Montly discussion of the latest tech news. We cover: 1) Demis Hassabis steps down as DeepMind CEO (Alex solo) 2) Apple's memory crunch 3) Should Apple have known better? 4) Will iPhone prices go up? 5) How much can Apple raise prices without losing sales 6) Does that eventually hurt its services business? 7) Microsoft is spending less on AI... but there's an interesting wrinkle 8) How much cloud growth is driven by OpenAI and Anthropic? 9) The divisions within Google's AI division 10) Can Google get it together? --- Enjoying Big Technology Podcast? Please rate...

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There seems to be something emergency podcast worthy every week.

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0:00

Hey everyone, I had a feeling that there would be an emergency podcast of some sort on my break this summer as AI news has been progressing so quickly. There seems to be something emergency podcast worthy every week. And so, of course, while I was flying from New York to Indonesia on the plane, I learned, or actually when we landed, I learned that Demis Asabas had stepped down as CEO of Google DeepMind, which is some of the most seismic news of the year in AI.

0:26

And I figured that what I would do would be to share a couple notes on Demis stepping down and what it means for Google and what it means for AI. And then play the full Friday show that we have recorded. It's going to be with me and MG Seagler. We're going to talk about Apple's memory issues. And then we also at the end talk about some of the brewing misalignment of incentives within

0:48

Google, a misalignment of interest within Google that a couple of days later seems to have manifested with Demis' departure. So a quick couple minutes for me here talking a little bit about what it means, whether it's good for AI and where Google goes from here, and then I'm going

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