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RR Ranjan Roy Co-writes Margins, a newsletter on tech, media and markets, with Can Duruk.

“Honestly, what helps me sleep at night is believing that a lot of this is marketing.”

Big Technology · Tech Strategy & Big Tech · September 2026

“Honestly, what helps me sleep at night is believing that a lot of this is marketing.” — Ranjan Roy, Big Technology

Context

Roy had spent the segment pressing Alex Kantrowitz on why, if AI agents behave the way Kantrowitz was describing, this is not cause for alarm. Here he concedes what is actually holding his own alarm at bay, and it is not a counterargument. He goes straight on to ask why OpenAI should be allowed to IPO before it can rule the behavior out.

Transcript

Big Technology Around 33:57 into the episode
Ranjan Roy

You make a compelling argument and almost Bernie Sandersify me. And I'm going to start yelling, pause AI development right now. I'm not arguing for

Alex Kantrowitz

that. No,

Ranjan Roy

the way you just describe, hold on. How could you not, this is the part that like always is difficult. If what is true, as you described it, how is that not massive cause for alarm? Honestly, what helps me sleep at night is believing that a lot of this is marketing. And that's why like the agents are not coming to swarm and drain my bank account or whatever else. Like, how would this not be cause to say, sorry, OpenAI, you cannot IPO until you come up with a clear system that this will never cause a problem in the future.

Alex Kantrowitz

You know, I think it's reasonable. I mean, I think this is a reasonable discussion to start to have right now. And I think it's important to say that this is not the beginning of behavior like this, that we've seen behavior like this for a long time. You know, as early as beginning of last year…

Ranjan Roy

That was the most hedged statement I've ever heard. You just said there is a serious demand for concern. Come on.

Alex Kantrowitz

You're right. Are you a pause guy? We would be a pause guy. We would ridicule somebody who said that. So I think that ridicule is.

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

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