Alex Kantrowitz and MG Siegler parse an uneasy moment for Big Tech, from Google’s lagging AI product strategy to Apple’s foldable ambitions and Meta’s muddled subscription push. The conversation argues that agents and chatbots are converging into a new interface for the web, one that could reorder who controls computing itself.

A brisk, skeptical tour through the latest AI exuberance weighs soaring token bills against meager signs of productivity, while tracing how enterprise spending, circular financing and chip mania are feeding the boom. The conversation also turns to Anthropic’s leap past OpenAI, Robinhood’s plan to let chatbots trade, and the uneasy feeling that useful tools are being inflated by reckless incentives.

Former Twitter CEO Dick Costolo sizes up a coming wave of AI and space IPOs, arguing that narrative discipline will matter as much as quarterly numbers when SpaceX, OpenAI, and Anthropic face public-market scrutiny. The conversation also turns to Meta’s internal malaise, Twitter’s stubborn durability, and the social backlash building around data centers and AI wealth.

A Friday roundtable weighs whether OpenAI and Anthropic are racing to public markets before their growth stories cool, while parsing the accounting, infrastructure bets and investor narratives beneath the AI boom. The conversation also skewers SpaceX’s far-fetched pitch for orbital data centers and treats commencement-season boos as a warning that the public is souring on Silicon Valley’s vision of automation.

Anthropic’s Boris Cherny describes Claude Code’s breakneck rise from developer tool to everyday agent, arguing that the real shift is not better autocomplete but software that can use tools, act across apps, and multiply a single worker’s leverage. The conversation tests that vision against rate limits, token waste, enterprise gamification, and the unresolved question of whether today’s boom is durable or simply running ahead of itself.

A lively Friday roundtable uses newly surfaced court documents to probe Satya Nadella’s unease with Microsoft’s OpenAI deal, then widens into a brisk survey of Google, Anthropic, Apple and the strange market logic of the AI race. The hosts also delight in a prank that passed off a real Monet as machine-made, using the backlash to ask what happens when taste, authorship and authenticity all get harder to pin down.

Joanna Stern joins Big Technology to talk through her year of using AI for nearly everything, from parenting and health questions to work, wearables, and even a flirtation with an AI boyfriend. The conversation treats AI less as a futuristic gimmick than as an intimate, sometimes unsettling layer in ordinary life, where convenience, companionship, and bad habits start to blur.

A sprawling Friday news roundtable connects Anthropic’s massive compute deal with SpaceX, the OpenAI trial’s newly public text messages, and a wave of AI-era layoffs. Beneath the gossip and spectacle runs a sharper argument over whether the boom is driven by real product demand, IPO maneuvering, and a genuine rewiring of how companies operate.

Perplexity’s chief business officer argues that the industry’s rush toward agentic “super apps” is less a pivot than an attempt to monetize AI where it already matters most: work. The conversation weighs whether computer-controlling assistants are durable businesses or just the next novelty spike, and what it means to trust them with calendars, email, taxes, and the modern payroll budget.

MG Siegler and Alex Kantrowitz size up Apple’s unusually modest AI spending against the rest of Big Tech’s infrastructure binge, arguing that the company may be either prudently waiting out a commoditized market or dangerously ceding the future to rivals. They also trace the loosening Microsoft-OpenAI alliance and the murky reality of Stargate, where grand promises of owned infrastructure are giving way to outsourced capacity and financial improvisation.

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.

Mark Cuban argues that artificial intelligence is not overhyped but already reshaping work, rewarding people and companies willing to rebuild around it while punishing those that treat it as a novelty. He is bullish on AI as a tool for learning, automation and entrepreneurship, even as he doubts the economics of the biggest model makers and warns that critical thinking will matter more, not less.

A smooth but consequential leadership handoff at Apple has the hosts gaming out what John Ternus inherits: a stale but dominant company, an AI credibility problem, and a chance to revive excitement through new hardware. They also weigh OpenAI’s newly softer tone, Meta’s AI-fueled layoffs and employee surveillance, and the quiet absurdity of a tech economy charging more for less.