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

much closer to zero. matched

Uh, you know, it's something around like it's like 18 or 20 million dollars in CapEx, um, because they're not building out obviously the massive infrastructure in order to to bake their own uh cutting edge AI. matched

And so um, you know, I think that there's a little bit, maybe a lot, of apprehension that while Apple may be fine in sort of the shorter term, for the longer term, if they are not one of the key players in the AI space. matched

And if you believe AI is going to revolutionize everything, um, including hardware businesses potentially, like then Apple's in a tough spot. matched

Now Apple would counter that. matched

Look. matched

This is the short term stuff. matched

We're we're doing this partnership short term. matched

We're gonna fix Siri and we're gonna continue to work on it behind the scenes to eventually, you know, roll our own AI. matched

But again, the capback spend that they're that they're you know showing right now is so small relative to not just Meta, but Google and Amazon and Microsoft and everyone else that it feels like there is a world in which they're behind right now and that they can matched

never catch up. matched

Um, and that would be obviously the real fear. matched

Now I do think you're right, like and we've talked about this previously, like I do think this will be a good year overall for Apple because I think it's no small part because like we've talked about before. matched

the iPhone fold and some of these other devices that they have coming out, I think will end up doing well for them. matched

But again, the bigger picture, the longer term time horizon stuff is AI. matched

And uh right now they're just they're showing no real um energy around being uh that they need to have a sense of urgency around it other than cutting deals, which is just not typically what Apple does. matched

Whereas they want matched

Yeah, and and I mean the the one thing that I agree with right now is that there is a a path in which uh Apple looks very smart in say a year or two years from now in not having spent all of this CapEx to do these massive build-outs, right? matched

If the models fully commoditized and all that. matched

Um that they're just sitting there and they can sort of pick and choose what they want to use and and also pick and choose which path they want to go down. matched

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