Gruber Slams Apple, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 14 March 2025

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Gruber turns on Apple 2) Has Apple lost its credibility? 3) Apple stock takes a hit after downgrades 4) Will we even use a phone in the future? 5) Will AI investing stop in a tough market? 6) The spectrum of AI outcomes and the wisdom of massive capex 7) Tesla risks and opportunities 8) OpenAI releasing agent APT 9) Vibecoding is fun 10) Reed on Amazon's proprietary AI chips --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	The fallout from Apple's AI fiasco continues as top Apple Watcher John Gruber slams the company's
0:06.0	credibility or lack thereof. Meanwhile, the SMP 500 is in correction territory as tech stocks get slammed.
0:13.6	Will it mean the end of AI funding? An open AI opens up its agents API, plus plenty more AI news.
0:20.6	That's coming up right after this.
0:22.4	Welcome to Big Technology Podcast Friday edition where we break down the news in our traditional cool-headed and nuanced format.
0:28.3	Ranjan Roy is off today.
0:30.0	Joining us is the returning champ, Reid Alwagadi, the technology editor at Semaphore for a fascinating week of news.
0:37.4	And we are just going to go right through it from
0:40.3	gruber slamming apple to the tech stock disaster along with the rest of the market actually
0:45.0	and then a ton of AI news at the end including open AI opening up an agent's API. Read, great to see you
0:51.4	again. Welcome to the show. Thanks for having me on. I was not aware I was the champ of something.
0:56.0	You're definitely the champ.
0:57.0	I'm excited.
0:58.0	We always love having you on.
0:59.0	I feel like we always have you on in the middle of like a chaos news week and this week is no different.
1:05.0	Last week we were talking at the beginning of the show just about how series become an embarrassment for Apple, and the
1:12.5	narrative is starting to shift around that company. Now, John Gruber was partially part of that,
1:18.5	and we definitely cited his reporting last week, but he stepped ahead of this Apple backlash
1:25.6	in a big way this week.
1:32.1	And so we're going to get to the rest of the AI news in a moment and the rest of the tech news in a moment. But we would be remiss if we didn't start the show with Gruber's scathing take on what's happening at Apple.
1:40.4	So he has a post called Something is Rotten in the state of Cooper Tino. By the way,
1:45.3	play on R, something is rotten at Apple last week. But anyway, I'll let him take the credit.
	...

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