# Big Technology Podcast Markdown copy of https://realalpha.app/shows/big-technology/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy. [Best AI podcasts](https://realalpha.app/best/ai-podcasts/) News shows · [No. 16 of 40 AI podcasts](https://realalpha.app/best/ai-podcasts/#big-technology) Big Technology Podcast is a tech news show, hosted by Alex Kantrowitz, with a new episode a few times a week. 6 moments cut from 2 episodes, 3 with an AI builder talking, mostly on chips & GPUs and data centers & energy. Also [No. 9 of 19 tech podcasts](https://realalpha.app/best/tech-podcasts/#big-technology). - [Alex Kantrowitz](https://realalpha.app/hosts/) **New episodes** A few times a week **Latest** Oct 20, 2026 **Moments cut** 6 **Episodes cut** 2 What its moments are about - Chips & GPUs 2 - Data centers & energy 2 - AI agents 2 - Frontier models 1 - AGI & superintelligence 1 - Safety & alignment 1 ## Best moments from Big Technology Podcast From its most-watched episodes, best first. Each plays right here. 1. Big Technology Podcast · Oct 20, 2026 · 4 min **[Google puts frontier AI compute ahead of other uses](https://realalpha.app/s/google-puts-frontier-ai-compute-ahead-of-other-uses/)** > “the first principles we operate on is to making sure we have enough compute to invest in the frontier.” Big Technology Podcast [17:09](https://realalpha.app/v/F3ItSTZNtT0/?t=1029) 2. Big Technology Podcast · Oct 9, 2026 · 5 min **[AI revenue may justify infrastructure spending sooner than expected](https://realalpha.app/s/ai-revenue-may-justify-infrastructure-spending-sooner-than/)** > “And if you look at like Amazon, for example, the biggest builder of AI infrastructure, all of their AI infrastructure investments are profitable today.” Big Technology Podcast [12:26](https://realalpha.app/v/LwMtHI7BHWI/?t=746) 3. Big Technology Podcast · Oct 20, 2026 · 6 min **[Recursive self-improvement still involves human researchers](https://realalpha.app/s/recursive-self-improvement-still-involves-human-researchers/)** > “you almost have agents helping AI researchers in some automated way work together to build these models.” Big Technology Podcast [9:51](https://realalpha.app/v/F3ItSTZNtT0/?t=591) 4. Big Technology Podcast · Oct 9, 2026 · 4 min **[Neocloud contracts differ from hyperscalers’ self-build plans](https://realalpha.app/s/neocloud-contracts-differ-from-hyperscalers-self-build-plans/)** > “Generally speaking, they're signing five-year, six-year term links, and they're off taking the full capacity.” Big Technology Podcast [21:06](https://realalpha.app/v/LwMtHI7BHWI/?t=1266) 5. Big Technology Podcast · Oct 20, 2026 · 4 min **[Google plans to bring persistent agents across its products](https://realalpha.app/s/google-plans-to-bring-persistent-agents-across-its-products/)** > “do the right thing and it can work persistently on the background securely and get things done for you.” Big Technology Podcast [33:07](https://realalpha.app/v/F3ItSTZNtT0/?t=1987) 6. Big Technology Podcast · Oct 9, 2026 · 4 min **[A neocloud security gap exposed other customers’ workloads](https://realalpha.app/s/a-neocloud-security-gap-exposed-other-customers-workloads/)** > “we just accidentally ended up like seeing all of the other clients on that cluster, seeing what stuff they had in storage, see what stuff they had in slurm, etc.” Big Technology Podcast [41:07](https://realalpha.app/v/LwMtHI7BHWI/?t=2467) ## The best Big Technology Podcast episodes Ranked as our lists rank shows: a point for each best minute we cut from it, one more when an AI builder is talking, and one more when it cleared our views bar. 1. 01 [Sundar Pichai: Path To Recursive Self-Improvement, Compute Allocation Dilemma, Future AI Interfaces](https://realalpha.app/v/F3ItSTZNtT0/) Oct 20, 2026 · 3 moments 2. 02 [Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos](https://realalpha.app/v/LwMtHI7BHWI/) Oct 9, 2026 · 3 moments ## The 3 guests we’ve cut - [Sundar Pichai](https://realalpha.app/builders/sundar-pichai/) CEO, Google & Alphabet 6 moments - [Dylan Patel](https://realalpha.app/people/dylan-patel/) Founder & CEO, SemiAnalysis 7 moments - [Jordan Nanos](https://realalpha.app/people/jordan-nanos/) Member of technical staff, SemiAnalysis 1 moment ## Recent episodes - Big Technology Podcast **[Sundar Pichai: Path To Recursive Self-Improvement, Compute Allocation Dilemma, Future AI Interfaces](https://realalpha.app/v/F3ItSTZNtT0/)** Sundar Pichai · CEO, Google [15:04](https://realalpha.app/v/F3ItSTZNtT0/?t=904) of 45:30 · Oct 20 - Big Technology Podcast **[Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate](https://realalpha.app/v/WFdzr_oZtP4/)** Ranjan Roy · Margins 26.2K views · Oct 19 - Big Technology Podcast **[Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos](https://realalpha.app/v/LwMtHI7BHWI/)** Dylan Patel & Jordan Nanos · SemiAnalysis [9:12](https://realalpha.app/v/LwMtHI7BHWI/?t=552) of 59:35 · Oct 9 ## Host this show? Add the badge to your site. It links to this page, where people can watch the best moments we cut from your episodes. It fits your site or your show notes. [PNG](https://realalpha.app/badge/featured.png) Something wrong on this page? [Tell us and we'll fix it](https://realalpha.app/submit/?page=%2Fshows%2Fbig-technology%2F#send)