Big Technology (newsletter)

Google’s CEO on sacrificing cloud revenue for AI research, the future of personal agents, and why he remains confident in the compute buildout.

Dylan Patel and Jordan Nanos on the trillions going into AI infrastructure, the economics behind the spending, and the security problems inside GPU clouds.

We now know the size of Anthropic’s business. But how about the trajectory of its products? We dig in.

The markets rest on the AI story fulfilling its potential. This week, we saw how tenuous that could be.

It’s getting hard to keep track of all the unauthorized agent activity. Here it is in one place.

Meta didn’t need frontier intelligence to build a really good AI app. A ‘next-level-down’ model was good enough.

Mohan on AI’s growing influence over what we watch, YouTube’s approach to AI slop, and how working with Google DeepMind is changing the platform.

AI will kill us all? It’s all just marketing? There has to be a better explanation. And there is.

Just because the AI labs have sold models on a meter until now doesn't mean they'll always do so.

Here's how the web reacted to Kimi K3's performance, politics, and how it changes the AI race.

The price war is on. What happens to the OpenAI and Anthropic?

Apple usually tangles with companies after they ship a product, now it's going after a pre-product, former partner.

OpenAI's Codex and ChatGPT app lead Andrew Ambrosino talks to Big Technology about the product and its roadmap.

Bosworth on what went wrong with Llama 4, Zuckerberg’s AI “founder mode,” and why he thinks the model alone isn't enough to win.

A new Ramp study shows that the companies spending the most on AI are actually hiring more and not cutting the workforce.

Don't expect the spending to slow down anytime soon, and more lessons from a day with the leaders of today's biggest AI companies.