This Time Is Different

This Time Is Different


An OpenAI IPO? w/ Alex Kantrowitz

December 18, 2025

When will OpenAI go public? Could it really happen as soon as 2026? What will AI wearables actually look like? And why has the market largely forgotten about Waymo?

Alex Kantrowitz, who writes the Big Technology Substack and hosts the Big Technology podcast, joins Ricky and Malcolm to break it down.


- Alex and Malcolm debate OpenAI going public in 2026.

- They discuss why AI wearables won’t look like your phone.

- Alex explains why Waymo is underrated.


Hosts: Ricky Mulvey, Malcolm Ethridge

Guest: Alex Kantrowitz

Engineer: Tim Sparks