OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple

In this episode of Big Technology Podcast, Alex Kantrowitz and M.G. Siegler discuss the evolving landscape of AI, focusing on OpenAI's strategic partnerships with AMD and NVIDIA, and the potential financial risks involved in these deals. They analyze Sam Altman's vision for AI infrastructure and the implications of OpenAI potentially owning a significant stake in AMD. The conversation shifts to the challenges facing the AI device being developed by Altman and Jony Ive, including compute limitations and internal team dynamics. Finally, they explore the broader competition among tech giants like Apple, Meta, and Amazon in developing AI-driven devices, highlighting the contrasting design philosophies and potential market impacts.