margin, every mention

40 scenes (2026) · ← back to margin

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Verbatim, from the transcripts: the passages where margin comes up

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GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy Sep 7, 2026 · 2 mentions

Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos Aug 31, 2026 · 2 mentions

  • ▶ 0:58 Alex Kantrowitz So joining us as always on Fridays to do it is Ranjan Roy of Margins.
  • ▶ 35:30 Ranjan Roy I'm excited because in August second, 2019, I'd written a piece for the margins five point plan to fix social media and two of the things that I've been shouting about for years now.

What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get? Jul 27, 2026 · 1 mention

Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble Jul 20, 2026 · 1 mention

OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown Jul 13, 2026 · 1 mention

Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases Jun 29, 2026 · 2 mentions

SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War Jun 15, 2026 · 1 mention

Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI Jun 8, 2026 · 2 mentions

Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading Jun 2, 2026 · 2 mentions

Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI May 25, 2026 · 1 mention

Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank May 18, 2026 · 2 mentions

The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope? May 11, 2026 · 2 mentions

OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban May 4, 2026 · 1 mention

  • ▶ 0:51 Alex Kantrowitz In just a short amount of time, joining us as always on Friday is Ranjan Roy of Margins.

Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade Apr 27, 2026 · 2 mentions

  • ▶ 0:47 Alex Kantrowitz And we are joined as always by Ranjan Roy of Margins.
  • ▶ 35:54 Alex Kantrowitz We're here with Ron John Roy of Margins, as we typically are on Fridays, and we have kind of a depressing story, or set of stories out of Menlo Park, California.

Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot Apr 20, 2026 · 2 mentions

  • ▶ 0:53 Alex Kantrowitz Joining us as always on Fridays is Ranjan Roy of Margins.
  • ▶ 4:31 Ranjan Roy So like, walk me through, and, and I'll say the AI infrastructure side of the world, that's where, uh, John, who I write margins with, that's his world.

Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta Apr 13, 2026 · 1 mention

OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie Apr 8, 2026 · 1 mention

  • ▶ 55:43 Alex Kantrowitz We'll be back on Friday with Ron John Roy of margins to break down the week's news, and we'll see you next time on big technology podcast.

OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund Mar 23, 2026 · 1 mention

AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay Mar 16, 2026 · 1 mention

AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite Mar 9, 2026 · 3 mentions

  • ▶ 1:04 Alex Kantrowitz Joining us as always on Friday is Ranjan Roy of Margins.
  • ▶ 32:17 Alex Kantrowitz And we're back here on Big Technology Podcast Friday edition with Ranjan Roy of Margins.
  • ▶ 52:46 Ranjan Roy And actually, one of the first Margins pieces that ever went viral was about the Popeyes chicken sandwich kind of got, like,

Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff Mar 2, 2026 · 2 mentions

  • ▶ 0:55 Alex Kantrowitz So we're joined as always by Ranjan Roy of Margins, who's back from Europe and ready to podcast.
  • ▶ 56:34 Ranjan Roy I saw arguments over, like, it using DoorDash as an, uh, as an example, and I actually do agree with the idea that that was, like, and as not the biggest fan of DoorDash, as readers of Margins will know, I do think they're gonna be the…

Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion Feb 16, 2026 · 2 mentions

Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles Feb 9, 2026 · 1 mention

OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin Jan 26, 2026 · 2 mentions

Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential Jan 19, 2026 · 1 mention

Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork? Jan 12, 2026 · 1 mention

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