M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss OpenAI and AMD's megadeal, whether the AI investment cycle is a disaster waiting to happen, and how NVIDIA might feel about the arrangement. We also discuss Sam Altman and Jony Ive's struggles in developing their own AI device and how all tech companies seem to be building the same AI enabled ambient computing. Finally, we pour one out for the Vision Pro. Tune in for a deep discussion of tech's biggest news with one of the industry's leading analysts. --- Chapters 00:00 OpenAI and AMD: A Game-Changing Partnership 25:45 Sam Altman and Johnny Ive's AI Device Challenges 28:40 The Evolution of Voice-First Devices 33:21 Compute Constraints and Team Dynamics at OpenAI 36:40 The Future of AI Devices and Hardware Challenges 41:16 Convergence of Tech Giants in AI and Hardware 45:29 Meta vs. Apple: The Battle for AI Dominance 51:24 The Vision Pro: A Disappointment in Spatial Computing --- 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: https://www.bigtechnology.com/subscribe?coupon=0843016b Visit Spyglass: https://spyglass.org Questions? Feedback? Write to: bigtechnologypodcast@gmail.com