Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 00:00:00 - Introduction 00:00:27 - Discussion on Google's AI Progress 00:05:13 - Potential Economic Headwinds for OpenAI 00:11:40 - Commoditization of AI Models 00:24:05 - Meta's AI Efforts: An Update 00:27:01 - Google's Revenue and Ad Infrastructure 00:30:58 - Google's AI Mode and User Experience 00:32:31 - Google's Marketing and Gemini 3 Launch 00:34:10 - AI Market Analysis and NVIDIA's Earnings 00:46:01 - Introduction to Project Prometheus 00:47:17 - AI in Real World Applications 00:59:26 - Bill Ackman's Dating Advice --- Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com