M.G. Siegler

speaker

6,543 appearances 15 recordings 1 series first heard Jan 2025 last heard 6 Jul

M.G. Siegler’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 1.

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Big Technology Podcast · The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum · 2 Feb 2026 podcast

Um, but uh, but yes, in terms of open AI and Anthropic, I just think that beyond um where their businesses are at, and with these now massive fundraises as we're talking. matched

about. matched

Like I I think that it will push it out a little bit. matched

And the real wild card is obviously as it always is the macro story, right? matched

Like what ends up happening. matched

There could be so many things that sidetrack or at least delay um, you know, any sort of rush. matched

But again, matched

If it really is a full on sprint for open AI to get out ahead of anthropic, there's a there's a window which they do that, but I think it's it's still probably a twenty twenty seven thing. matched

Yeah, uh so there's a few things there. matched

First, first and foremost, I do think that some of that, you know, um apprehension about Apple is related to just what's going on with memory chips and everything, right? matched

And and that it could ultimately end up squeezing their margins. matched

The margins were incredible this quarter, which was sort of a surprise to many given everything going on. matched

But it does seem like Apple's sort of been savvy in terms of like potentially hoarding uh memory chips, which is not matched

Something that Tim Cook usually likes to do. matched

He likes to get this inventory as streamlined as possible, but we're in a weird um sort of macro environment for this. matched

Uh and in and that's in no small part because of the AI uh revolution that's happening, right? matched

And and is is changing all of those equations. matched

And so um I do think the broader picture though, yes, is that the market sees what Apple is doing with Google and they apply matched

That like, oh, it's like, oh, they're teaming up with one of the leaders in AI, if not the leader in AI now in Google, and and Gemini will finally fix Siri and and we're gonna have uh you know a great situation for Apple. matched

But I do think like ultimately they might be looking at this as like, well, look, we have we have Meta over here that's spending $130 billion in CapEx, whereas Apple is spending matched

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