Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss whether Apple made the right decision to hold off on spending a mid-sized country GDP worth of money on AI infrastructure, and whether the company's restraint will continue under incoming CEO John Ternus. We also cover OpenAI and Microsoft scrapping their "AGI" claude and whether Microsoft should've agreed to let OpenAI work with Amazon. We round off with a state of Stargate and where the risk is in the AI buildout. Tune in for a high-energy conversation about AI and tech's most pressing issues. ——— Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: Learn more about your ad choices. Visit megaphone.fm/adchoices

You can listen to Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate? online on Radio and Podcast. Open the player on this page to stream the available audio.

Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate? is an episode from Big Technology Podcast by Alex Kantrowitz.

This episode is 60:57 long.

This episode was published on May 5, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Big Technology Podcast when more episodes are available from the podcast feed.