Alex Kantrowitz

YouTube video by Alex Kantrowitz The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum

This month's Big Technology chat with @kantrowitz.bsky.social antrowitz: Moltbook, NVIDIA's "$100B" bet, an Anti-Google AI alliance, the new IPO race, and Apple's earnings....

New Data: OpenAI’s Lead Is Contracting as AI Competition Intensifies Google, Grok are gaining ground on ChatGPT as the chatbot market expands.

New Data: OpenAI’s Lead Is Contracting as AI Competition Intensifies

AI market share over the past year:

- ChatGPT from 69.1% to 45.3%
- Gemini from 14.7% to 25.1%
- Grok from 1.6% to 15.2%
www.bigtechnology.com/p/new-data-o...

New Data: OpenAI’s Lead Is Contracting as AI Competition Intensifies Google, Grok are gaining ground on ChatGPT as the chatbot market expands.

OpenAI’s rivals are gaining ground despite overall market growth of 152% (Jan 2025–2026):

• Mobile Market Share: ChatGPT fell from 69.1% to 45.3%, while Gemini rose to 25.1% and Grok to 15.2%.

• Web Traffic: ChatGPT visits grew 50% (to 5.7 billion), compared to Gemini's 647% surge (to 2 billion).

Green Card Interviews End in Handcuffs for Spouses of U.S. Citizens

This is nuts www.nytimes.com/2025/11/26/u...

YouTube video by New York Times Opinion Inside ICE Detention: Stripped, Shackled, Starved

Must watch. Look at what the U.S. government is doing to people. Even those who've gone through the legal immigration process. youtu.be/e4X0hI40a8A?...

YouTube video by Alex Kantrowitz OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival

Back with @kantrowitz.bsky.social this week talking through the prospects of an OpenAI IPO (eventually), the risks of "AGI or Bust", and the inevitability of a market correction and what that might mean for this moment (and more)...

Tennessee sheriff defends jailing liberal activist for posting Trump meme about school shooting A Middle Tennessee sheriff is defending the arrest of a man for posting an online meme quoting President Donald Trump.

Tenessee man spends month in jail over a Trump meme the sheriff didn't like www.newschannel5.com/news/newscha...

Hype or True? | TWiT.TV With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and

🤖 Will NVIDIA's possible $100B investment in OpenAI deliver, or are AI bets spiraling out of control? This Week in Tech 1051 w/ @kantrowitz.bsky.social, @brianmc.bsky.social, @danshipper.bsky.social & @aripaparo.com breaks it down, plus Meta’s Vibes & Gen Z at work.
👉 buff.ly/Q3rtsZC
#AI #TechNews

Hype or True? | TWiT.TV With Nvidia's plan to invest $100 billion over time in OpenAI, is this type of investment in other competitors healthy for AI? Can LLMs actually handle enterprise tools and

New Podcast Episode:
This Week in Tech: Hype or True?
Nvidia's $100 Billion Dollar Investment in OpenAI (Over Time)
with @kantrowitz.bsky.social, @brianmc.bsky.social, @danshipper.bsky.social, @aripaparo.com

OpenAI & Microsoft Agree to Agree, Tentatively An important step – but one of many – as they clearly try to race towards PBC conversion...

Behold, the magic of taking 49 words and turning it into 3,000 words.

YouTube video by Alex Kantrowitz Mark Zuckerberg’s Personal Superintelligence, Layoffs & Payoffs, Writing With AI — With M.G. Siegler

Always great to chat with @kantrowitz.bsky.social , this month I think we really kick into gear after the bit about "SuperUltraMegaIntelligence" about half way through. All high heat from that point on...

The Making Of Dario Amodei AI’s most outspoken leader found direction in a personal tragedy.

I wrote about Dario www.bigtechnology.com/p/the-making...

Enjoyed this conversation with Ed. Take a look!

Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler Podcast Episode · Big Technology Podcast · 07/07/2025 · 58m

The stuff I naturally read and write about I will now *talk* about on a monthly basis with @kantrowitz.bsky.social. 🗣️

podcasts.apple.com/us/podcast/b...

New rule: Reporters writing this type of story must flawlessly set up the beach chair before printing.

It’s kind of amazing that Elon’s lost control of Grok

Why Apple Must Buy Perplexity A bonafide AI partner in a moment of need. It's time for Tim Cook to make Apple's biggest acquisition in history.

Life moves fast in AI, huh @kantrowitz.bsky.social?

This morning: Apple should buy Perplexity
www.bigtechnology.com/p/why-apple-...

This afternoon: Apple discussed buying Perplexity
www.bloomberg.com/news/article...

Questions for @edzitron.com?

Apple’s $20 Billion Ticking Time Bomb If Google’s payments go away, Apple’s services business could take a massive hit.

Apple’s $20 Billion Ticking Time Bomb. Time to start thinking about what happens to the company if Google's annual payments go away. It's not pretty.
www.bigtechnology.com/p/apples-20-...

YouTube video by Alex Kantrowitz What Apple's Failures Say About AI's Limitations —  With M.G. Siegler

If you want a quick hour of @kantrowitz.bsky.social and I breaking down WWDC 25, here you go. I think it's pretty good. podcasts.apple.com/us/podcast/w...

(and video form: youtu.be/e-jhzwOQBTw?...)

Apple, Design, and the Future of the Device In a world where screens fade away and AI steps forward, where is Apple's place?

In a world where screens fade away and AI steps forward, where is Apple's place?
www.bigtechnology.com/p/apple-desi...

@chrislhayes.bsky.social you were right!

Did you see the latest newsletter & YouTube?

AI’s Drawbacks: Environmental Damage, Bad Benchmarks, Outsourcing Thinking — With Emily M. Bender and Alex Hanna Big Technology Podcast · Episode

The best podcast I've found to keep abreast of AI developments is the Big Technology podcast. I'm glad they had @emilymbender.bsky.social & @alexhanna.bsky.social on this week, and @garymarcus.bsky.social last week. AI skepticism is growing!

open.spotify.com/episode/7uo3...

Thank you so much! So happy you're listening :) Cc: @ranjan.bsky.social

YouTube video by Alex Kantrowitz Why China's AI Strategy Just Might Work — With Grace Shao

Thanks @kantrowitz.bsky.social for a refreshingly unbiased discussion of China’s AI efforts with Grace Shao. youtu.be/pksvCuoCOWs?...

Why AI is the New Social Media Companionship is now the No. 1 use case for generative AI, filling a void Facebook could not.

As Zuckerberg testified that people spend less time with friend content than ever before, OpenAI released a new model that will be a friend that shares with you. Now that AIs have personalities, AI is the new social media. www.bigtechnology.com/p/why-ai-is-...

Social media succeeded by playing to outrage while AI is succeeding just by being useful. Both are discovery tools. Why the difference?

OpenAI is going to call GPT-5 AGI, lock it in