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Big Technology Podcast · 2025-12-01 · 61 min · 12,928 words

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

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Is Tim Cook about to step down from Apple? Big tech stocks swing wildly as the market tries to pick an AI winner and Anthropic is pushing toward profitability? That's coming up right after this. This episode is brought to you by Genesis. What does it actually take to put a Gentec 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's the first Monday of the month, and that means MG Siegler is here with us to break down everything in big tech. Today we're going to talk about whether Tim Cook is on the verge of retiring from Apple. We're going to look at why big tech's market caps have swung so wildly, seemingly from winter to winner in the AI race, and then we're going to look at a very interesting development in the AI research lab race. And that is the fact that OpenAI, of course, is trying to reach AGI and it's going to lose a lot of money on the way.

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