Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push

In this episode of Big Technology Podcast, Alex Kantrowitz and M.G. Siegler discuss the possibility of Tim Cook's retirement from Apple, analyzing recent reports and potential successors, and debate whether Apple's current success is sustainable given the rapid advancements in AI. They explore the volatile market caps of big tech companies, particularly Apple, NVIDIA, Microsoft, and Google, and discuss whether the market is trying to determine the winner in the AI race. They also examine the divergent paths of AI research labs like OpenAI and Anthropic, focusing on profitability versus aggressive spending. Finally, they touch on Apple's iPhone lineup, particularly the iPhone 17 Pro Max, and the company's strategy in the AI landscape, including a potential partnership with Google.