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 · last 12 months

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

Again, though, I go back to the idea that like they're just not matched

Not doing the other stuff behind the scenes in order to to be able to eventually sort of, you know, take over their own uh control of these AI models. matched

Like they just don't have the infrastructure in place. matched

There's talk that they're that they're building up data centers, that they're building out their own chips to be able to train these, but the spend isn't there relative to their peers, where it would seem like they're really taking this seriously. matched

Now, again, maybe there's a world in which like LLMs. matched

sort of end up being uh not the the be all end all path and there needs to be other you know mechanisms in order to and other methods of of doing AI. matched

And so maybe Apple can sort of come in at that point and and sort of catch up. matched

Uh but everything we're seeing right now is that that's not the case and that they'll need to at some point spend a lot more money than they are if they really want to have their own sort of you know AI that's built matched

Yeah. matched

Um and it's not like matched

The the alternative is Apple has so much cash. matched

Um they made the you know they finally made an an AI acquisition, as you and I have long talked about. matched

But it wasn't for a no, it wasn't perplexity and it wasn't for a frontier model uh company. matched

It was it was for interesting technology that you know, disclosure G V was an investor in. matched

So it sounds uh, you know, where I where I previously was a partner for a long time. matched

So I you know, I think that that's probably a savvy play, but it's a two billion dollar investment, like you know. matched

And um matched

They have, you know, as you noted, they they're doing record profits right now. matched

What are they spending that money on? matched

They're spending that money on buybacks and they're spending that money on, you know. matched

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