The AI Compute Boom and the Battle Over Where Value Will Land Alex Kantrowitz, founder of the Big Technology newsletter and podcast, joined The Compound and Friends for a wide-ranging conversation…
Alex Kantrowitz — Podcast Appearances & AI Summaries
Alex Kantrowitz has appeared on 3 podcast episodes in our AI-summarized catalog, including The Compound and Friends, Taylor Lorenz’s Power User, Prof G Markets. Every appearance below has a free 5-minute AI summary.
What Alex said
“If you think reels are addictive, wait until you have an AI friend that knows you, that speaks to you, that will comfort you in tough times and celebrate your good times.”
— Alex Kantrowitz on Meta's existential bet
“The SaaS-pocalypse was right, but misguided. The SaaS-pocalypse isn't coming from the user vibe coding their way into a CRM. It's coming from OpenAI or Anthropic saying 'we'll do everything.'”
— Alex Kantrowitz on where the real threat to software companies lies
“AI typically does not go in a straight line or even an exponential line. You go from AI progress, then typically there's an AI winter. I'm not saying that's going to happen here, but it's possible.”
— Alex Kantrowitz on the historical pattern of AI booms and busts
“This is the most bone-headed corporate espionage attempt in history.”
— Alex Kantrowitz
“The fact that you've done this is legally problematic, but I would say even more so strategically damning.”
— Alex Kantrowitz, on OpenAI's Apple hires
Episode appearances
3 
For a company that has spent years positioning itself as the vanguard of artificial intelligence, OpenAI’s hardware ambitions have been remarkably slow to materialize. The company acquired Jony…
When the Most Valuable Company in the World Sues Your AI Startup Apple's lawsuit against OpenAI, filed in federal court on July 12, accuses the company of stealing trade secrets to build its…
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