Big Technology Podcast · Alex Kantrowitz
OpenAI’s User Growth Miss, Musk vs. Altman, Prediction Market Ban
A jumble of AI signals comes into focus as OpenAI’s user growth cools, cloud providers post blockbuster numbers, and the industry lurches from consumer hype toward enterprise agents. Alex Kantrowitz and Ranjan Roy weigh whether generative AI is becoming ordinary infrastructure, a shaky consumer business, or simply a market still too expensive and too euphoric to understand clearly.
May 1 · 57m · ai, business, technology