Amir Efrati is the co-executive editor of The Information. He's back for our weekly discussion of the latest tech news. We cover: 1) Is there a market for NVIDIA's GPU chips outside of the cloud providers? 2) Why NVIDIA is making the case that we're early in the AI buildout 3) Whether NVIDIA's focus on Robotics is real or marketing 4) NVIDIA's chip roadmap 5) Amazon's cheaply priced AI chips 6) Coreweave's revenue issues - what they mean 7) The state of OpenAI 9) OpenAI's talent retention issues 10) Will OpenAI make apps like Doordash obsolete? 11) Changes atop the Siri org at Apple.---Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnologyQuestions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices