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.

Appearances

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Big Technology Podcast · AI’s Steve Jobs?, Big Tech AI Chaos Ladder, 2026 Crystal Ball · 12 Jan 2026 podcast

And I think definitely at the top is is Google right now, but it changes, right? voice-verified

Like Google. voice-verified

Google was in the middle of last year, their stock was like super depressed. voice-verified

And I wrote about that at the time versus where the other players were. voice-verified

And like, why was that? voice-verified

Even though it seemed like they were, you know, found found their footing with Gemini, but it still seemed like they were sort of being undervalued by the market. voice-verified

Fast forward to today, literally, they just hit four trillion for the first time. voice-verified

So they joined that club. voice-verified

And, you know, they're up like a uh one and a half trillion. voice-verified

I think in you know in the past six months in terms of market cap, which is just incredible, obviously. voice-verified

Um, but it just shows you like how how fluid this sort of situation is, that it can sort of change uh that quickly for even a company of that size. voice-verified

But I do view them right now as the most stable. voice-verified

They've got this Apple partnership sort of locked in now, it sounds like. voice-verified

And so I think that that stability is gonna probably continue for a while. voice-verified

Uh I do view. voice-verified

Use sort of anthropic is another one of these more stable players, certainly in uh you know, versus if you compare them to where open AI has been. voice-verified

I think OpenAI is a little bit more stable. voice-verified

You say that they're all falling. voice-verified

I think they're a little bit more stable than they have been, mainly because they finally have this Microsoft thing, at least somewhat put to bed, right? voice-verified

The deal, and now they're they're the public benefit. voice-verified

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