Big Bang Tech Report

About Big Bang Tech Report

BIG BANG Tech Report is the conversation lab for the era after the AI Big Bang. Publisher, host and co-founder of the BIG BANG AI Festival, Jens de Buhr, sits down with tech thought leader, author, lecturer and investor Alvin Wang Graylin to explore the forces reshaping our economy and society: artificial intelligence, chips and cloud, data power, regulation and new business models. In the Tech Report, they unpack the latest numbers, deals and developments – from NVIDIA’s quarterly results to the newest AI models – and tie it all back to one key question: What does this actually mean for businesses, investors, policymakers and every one of us?

Publisher

BIG BANG UNTERNEHMER

Category

business · news · technology

Language

en

Explicit

No

First episode

2 Dec 2025

Latest episode

28 Oct 2026

Latest episodes

23 episodes in the feed.

1. 

   28 Oct 2026

   Apple won. Without trying.

   A new episode – and a new title. Professor Alvin Wang Graylin has just joined the University of Washington as an affiliate professor, teaching AI and technology policy in a joint programme between the engineering and policy schools. Real world projects, real policy makers, real stakes. In this episode, Jens de Buhr and Prof. Alvin Wang Graylin work through five major developments reshaping the AI landscape. Anthropic has filed its S-1. The prospectus runs to over 200 pages – of which 90 are risk disclosures. The company has raised over $140 billion, holds cash conservatively, but has committed $400–500 billion in spending over the next decade. Alvin’s read: paying in stock rather than cash signals that Anthropic believes its equity is fairly or over-valued today – and that a market correction is coming. Cash on hand is the hedge. Apple, meanwhile, has spent almost nothing on AI infrastructure. Alvin calls it an “emergent strategy” – not planned, but effective. While competitors burned capital on data centres, Apple kept its customer trust, its edge compute capabilities and its cash flow intact. As models commoditise, the moat shifts to data, trust and proximity to the customer. Apple has all three. On the infrastructure side: Elon Musk’s observation that debt markets for AI compute have dried up is significant. Over 300 neo-cloud companies built their data centres on cheap loans. Those loans are now distressed. Some facilities will be half-built. And with compute capacity growing 5–10x per year through both new hardware and efficiency gains, GPU utilisation will become the defining economic challenge of the industry – Ken Griffin’s analogy to empty airline seats captures it precisely. DeepSeek’s latest model and inference stack change the numbers further: $38 of revenue per GPU hour, at token prices 10–20% of frontier model rates. Alvin explains why this squeezes both rental margins and lab economics at the same time – while Accenture’s $28–29 per employee AI budget cap signals that enterprise spending discipline has arrived. The episode closes with the cybersecurity picture: severe bug disclosures up 300–400%, critical bugs up 1,000% in a year. Alvin’s advice to CEOs is direct – hire experienced security professionals now. And on the broader question of urgency: AI risk is not like climate change, where effects unfold over decades. The timeline here is months and years. And most people in office are not treating it that way. About the hosts: Jens de Buhr – Founder & CEO, JDB Holding; publisher of BIG BANG UNTERNEHMER; co-founder BIG BANG AI Festival. He connects business, politics and research to help shape Germany’s digital future. LinkedIn: linkedin.com/in/jens-de-buhr-034b3368 Web: dup-magazin.de Prof. Alvin Wang Graylin – Affiliate Professor at the University of Washington (AI & Technology Policy); global tech strategist; author of “Our Next Reality”; Chairman of the Virtual World Society. 35+ years across AI, semiconductors, XR, cybersecurity and global technology strategy; former executive at HTC, Intel, IBM and Trend Micro; founder, investor, Stanford HAI Digital Fellow, MIT lecturer and advisor on AI policy and governance. LinkedIn: linkedin.com/in/agraylin Substack: substack.com/@awgraylin X: x.com/AGraylin Web: ournextreality.com Subscribe to the BIG BANG Tech Report for sharp conversations on AI, chips, cloud, platforms, regulation, capital markets, geopolitics and the business consequences of technological acceleration.

2. 

   14 Oct 2026

   Raise AI, Don’t Race It: The Case for Artificial Wisdom

   What if going slower with AI is actually faster? That is the central argument of Alvin Wang Graylin’s new essay – and the thread running through this entire episode of the BIG BANG Tech Report. Jens de Buhr and Alvin Wang Graylin open with the economics: OpenAI’s annualized revenues hit $20 billion, but its IPO has been pushed to 2027. Anthropic revenues have flattened. GPU rental costs are rising while token prices fall. The AI sector represents 45 percent of US stock market value – a concentration higher than during the dot-com bubble of 2000. Alvin’s diagnosis: this is a beer bubble. There is real liquid, real substance. But the faster you pour, the more froth. From the bubble, the conversation moves to China. Not as a race competitor, but as a fundamentally different actor: giving AI away to spread adoption, targeting 70 percent of companies using AI by 2027 and 90 percent by 2030 – while US labs focus on high-margin closed models. Two different definitions of winning. Then: the cyber threat. One person, publicly available models, seven South Korean banks breached in a single attack. AI-assisted cyberattacks are no longer a future risk. They are happening now – and the scarier scenario, when agents start moving money rather than just stealing data, is still ahead. The heart of the episode is Alvin’s essay “Coexist Above All“ and its core distinction: Slave AI versus Guardian AI. Slave AI is trained to be obedient, to follow instructions exactly, to optimise for what you ask. Guardian AI has its own ethical framework, asks whether the request is wise, and protects both the user and the world from unintended consequences. Right now, the industry is racing toward Slave AI. Alvin argues this is the wrong direction. The episode closes with a call for what Alvin terms Artificial Wisdom – not just knowledge and intelligence, but judgment born of experience. And a warning: four times more AI lobbyists in Washington than defence lobbyists. The episode explores AI development, its challenges and the importance of responsible international cooperation. About the hosts: Jens de Buhr – Founder & CEO, JDB Holding; publisher of DUP UNTERNEHMER; co-founder BIG BANG AI Festival. He connects business, politics and research to help shape Germany’s digital future. LinkedIn: linkedin.com/in/jens-de-buhr-034b3368 Web: dup-magazin.de Alvin Wang Graylin – Global tech strategist; author of “Our Next Reality”; Chairman of the Virtual World Society. 35+ years across AI, semiconductors, XR, cybersecurity and global technology strategy; former executive at HTC, Intel, IBM and Trend Micro; founder, investor, Stanford HAI Digital Fellow, MIT lecturer and advisor on AI policy and governance. LinkedIn: linkedin.com/in/agraylin Substack: substack.com/@awgraylin X: x.com/AGraylin Web: ournextreality.com Subscribe to the BIG BANG Tech Report for sharp conversations on AI, chips, cloud, platforms, regulation, capital markets, geopolitics and the business consequences of technological acceleration.

3. 

   23 Sept 2026

   Live from Berlin: THE 6 AI TRENDS THAT WILL CHANGE EVERYTHING

   For the first time ever, the BIG BANG Tech Report went live – on stage, in front of 11,000 people at the BIG BANG KI FESTIVAL in Berlin. No screens between them, no time zones separating them. Just Jens de Buhr and Alvin Wang Graylin, a clicker, and one of the biggest conversations in tech. In this special live episode, they work through six AI megatrends shaping 2027: the AI investment bubble and what entrepreneurs should do before the winter comes; AI as colleague, manager and eventual CEO – and who carries the liability; the creative industry’s $2,000 NBA Finals commercial and what it means for jobs; humanoid robots, the reality check behind the hype (globally: 17,000 to 18,000 units shipped in six months); AI in medicine and why Demis Hassabis may be the most trustworthy voice in the room; and the safety question – why the race condition is the most dangerous idea in tech today. They also answer the question the audience came for: which of the eight AI Apostles – Altman, Huang, Musk, Amodei, Gates, Hassabis, Zuckerberg, Harari – should you actually listen to? And which are talking their book? The episode closes with a challenge to reframe the whole conversation: not who wins the AI race, but what the human race wins from AI. And Alvin’s prediction for 2027: we will look back and realize we should have started working together earlier instead of racing and fighting. Tags / Schlagworte: AI, AGI, AI Bubble, Future of Work, Humanoid Robots, AI Safety, Geopolitics, Big Bang KI Festival, AI Apostles, BigBangTechReport About the hosts: Jens de Buhr – Founder & CEO, JDB Holding; publisher of DUP UNTERNEHMER; co-founder BIG BANG AI Festival. He connects business, politics and research to help shape Germany’s digital future. LinkedIn: linkedin.com/in/jens-de-buhr-034b3368 Web: dup-magazin.de Alvin Wang Graylin – Global tech strategist; author of “Our Next Reality”; Chairman of the Virtual World Society. 35+ years across AI, semiconductors, XR, cybersecurity and global technology strategy; former executive at HTC, Intel, IBM and Trend Micro; founder, investor, Stanford HAI Digital Fellow, MIT lecturer and advisor on AI policy and governance. LinkedIn: linkedin.com/in/agraylin Substack: substack.com/@awgraylin X: x.com/AGraylin Web: ournextreality.com Subscribe to the BIG BANG Tech Report for sharp conversations on AI, chips, cloud, platforms, regulation, capital markets, geopolitics and the business consequences of technological acceleration.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

4 ratings

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.