Episode · Big Technology Podcast · 2026-10-30
Books mentioned on Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech earnings go terribly 2) The market punishes the Magnificent 7 (except Microsoft) 3) Is Wall Street done with the AI trade?
Alex Kantrowitz discussed The Innovator's Dilemma by Clayton Christensen.
Books mentioned, in the order they came up
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The Innovator's Dilemma
The Innovator's Dilemma by Clayton Christensen is a seminal business book that explains why leading companies often fail when confronted with disruptive technological changes.
Discussed“To Sundar's credit, Innovator's Dilemma, and they've chosen their strategy. So, do you think it's the right one, though?”
Where to get it
Other mentions in this episode (2) — ad reads, self-promotion and passing references, never counted
Plugged Always Day One
“I mean, I guess I wrote a book called Always Day One, so I should be the one preaching this, you know, more than anyone. But to be relevant in tech is this constant cycle of reinvention, where you cannot hold on to what got you to the dance for too long.”
Passing Bad Blood
“I was like, I read, how do you say, John Kerry Rue? John Kerry. Good book, Bad Blood. Yep. Very incredible. I was definitely a bit obsessed with the idea of Sonny Balwani back in the day and the whole Theranos story.”