Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?

Was Apple right all along to stay away from the AI spending race and is that about to change? Microsoft and OpenAI are where exactly after their latest new agreement, and where is OpenAI's Stargate program? That's coming up with MG Siegler right after this. This episode is brought to you by Genesis. What does it actually take to put Agentic AI to work across an entire enterprise?

I recently spoke with Genesis chairman and CEO Tony Bates about why orchestration is emerging as a competitive advantage in customer experience and what companies need to get right in the AI era. Then, I sat down with Adam Mitchell, head of Enterprise Business Solutions at Voya Financial to go inside a large-scale Agentic CX transformation, including the business decisions, trade-offs, and lessons along the way. You can watch both conversations now on my YouTube channel today. Welcome to Big Technology Podcast. It is the first Monday of the month, which means MG Mondays are back, and we're here with MG Sealer to talk about everything going on in the world of tech.

We have a lot to recap and the bigger picture talking about. Uh Apple's AI spending, whether it's about to ramp up CapEx expenses, there are some signals that it might be. Microsoft and OpenAI have a new new agreement. It seems like there's another one every week, but this one might actually be a meaningful step towards letting OpenAI work with everybody else. And then of course we have an update on Stargate.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (59 minutes, 12,073 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 5 episodes for $3.49, and monthly plans are cheaper still.