Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Incoming Apple CEO John Ternus's biggest challenge 2) Is turnover at Apple a good thing 3) The products Ternus will take to market 4) What is Apple's tabletop robot all about 5) OpenAI is communicating differently 6) Is TBPN helping OpenAI messaging? 7) Anthropic's Mythos rollout vs. OpenAI's Spud rollout 8) Meta's latest layoffs. 9) Meta tracks employees keystrokes 10) Is Meta's tracking a reinforcement learning play? 11) Ranjan's Streamflation rant. Chapters: 0:00 Apple After Tim Cook 3:30 Apple Needs New Blood 8:46 Apple’s AI Product Roadmap 17:39 OpenAI’s GPT-5.5 Rollout 22:40 OpenAI vs. Anthropic 26:19 Mythos Cyber Concerns 31:06 AI Hype Backlash 33:41 ChatGPT Image 2 36:06 Meta Layoffs and AI Spending 47:28 Streaming Prices Keep Rising
ADVERTISEMENT
You dont need a whole companies key logs for building RL gyms.
On the go? Check out Big Technology Podcast on your app of choice: Spotify: /32aZGZx Apple: /3AebxCK Etc. /1522960417/
love this show thx. * college humor early 2000s was like all we had. it was hilarious too, love it. haha good reference.
"I'll smash your sh** up" - apple - priceless
Great episode! I don't usually play options but I want to short Meta just to prove my world view. Is there any historical president for a company implementing multiple moral crushing decisions that quickly? I suppose we'll see but I can't imagine any innovation comes out of a company run that way.
Claude Design is repacked Canva. It’s more for marketers than product designers. LLMs are not great at UX because they don’t think like humans when they interact with an interface. 37:04
Meta: keystroke tracking, 30k layoffs, rehiring at 40% less. They call it optimization. For senior pros with options, markets actively building look more rational.
Neural Link.
When Sam was drinking , it was sincere, it wasn’t for marketing. His birthday was the day after he tweeted that drunk tweet, so clearly just celebrating , plus the launch of 5.5
Open source or bust. Trust is the scarce commodity in the AI age
#TernusTribe
dall-e ... 3 years ago from this very time ... it would take an hour to get 4 cursed af photos of kinda something you requested. my mind was blown. 3 years later, still continuously shocked. today was the official last day of sora2 by the way. i am getting into text or references (artifacts or whatever we call them) to video. looking for my new model of choice while i am listening. ill be on the record that i am team sama openai as is jensen. (*edit: jensen is on all teams ... but i know he loves open ai).
Rotten $AAPL. Apple needed 42 years to hit $1T. Nvidia needed 5 years to hit $5T from scratch. Tim Cook is overrated. Apple missed the AI. Rotten $AAPL.