Financial Times San Francisco Bureau Chief Stephen Morris joins for our weekly discussion of the latest tech news. We cover: 1) Is GPT-5 really on its way? 2) GPT-5's reported capabilities 3) Is Sam Altman going to call GPT-5 AGI? 4) If GPT-5 codes well, where does that leave Anthropic? 5) Stargate hasn't made a single data center deal yet 6) Scaling Laws back in vogue? 7) AI math olympiad faceoff 8) AI data centers energy costs 9) Google's impressive earnings 10) Tesla's dark outlook 11) Satya Nadella addresses Microsoft's morale after layoffs --- 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 Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Chapters 00:00 The Anticipation of GPT-5 03:03 OpenAI's Competitive Landscape 05:59 The Coding Capabilities of GPT-5 08:55 The AGI Debate and Its Implications 12:11 The Stargate Project: Ambitions and Challenges 21:51 The Future of AI Scaling and Infrastructure 30:50 The Ambitious Vision of OpenAI 32:58 The Energy Crisis and AI's Impact 35:55 Nuclear Power and Future Energy Solutions 38:57 The Race for Data Centers 39:56 AI's Breakthroughs in Mathematics 42:42 AI in Healthcare and Diagnostics 45:42 Tech Earnings and Market Dynamics 49:49 Tesla's Challenges and Future Outlook 55:39 Microsoft's Layoffs and Corporate Strategy