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Alex Kantrowitz
Big Technology (newsletter/podcast)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
On Apple's trade-secrets suit against OpenAI over its hardware business. He says Apple has OpenAI 'basically dead to rights' and that an adverse ruling could unwind the hardware effort: 'if that has to roll back from the beginning, that's going to be pretty damaging to its IPO case' @6:32. Also: 'one by one, it seems to be alienating its partners' @7:10. Teaser duplicate of this line at 0:00-0:33; in-context occurrence filed.
“I expect this to be a fierce battle. I don't think Apple is interested in settling. I think they'll try to take it all the way through to get to a judge ruling”
Nasdaq since this was said: ▼ -2.2% · 26,107 → 25,520 · as of 2026-07-17
On Meta's 15% stock surge after its Muse Spark 1.1 model release and compute-licensing rumors. He argues the model is 'somewhat of a commodity', Meta hasn't cracked consumer AI ('if META can't crack it... then who will' @13:34), and the rally likely reflects hopes of licensing excess compute rather than product success.
“And for the time being, it's not going to be able to really make use of all those data centers. It built in anticipation of the demand for this product taking off until it's able to figure this out.”
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