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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 1.
Appearances
Like, is he really positioning the company to be successful going forward?
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You know, if you believe
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That this is the most sort of fundamental technology shift, um, certainly since probably the iPhone.
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Um, you know, you could argue that that Apple's not positioned well right now, but the flip side, as you're alluding to here, is starting to take hold, right?
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Where it's it's looking now like um, you know, you hear more and more talk about unknown timetables for when certainly AGI is coming or superintelligence or whatever we want.
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call it these days this week.
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Um but also just you know the usefulness of AI.
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You and I have talked about this a lot, right?
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Like what are people actually on day to day and especially in in personal settings, but also in work, right?
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Like there are use cases for sure, but how much is this fundamentally altering businesses right now and altering the bottom lines of these businesses?
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And I think you know these these narratives seem to ebb and flow and run
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Right now we're in a period where Apple in a weird way is benefiting from again not having spent uh the insane numbers on CapEx that all of their main competitors are.
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And so I think that the market has, you know, sort of started to smile upon that.
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And so yeah, that's that's sort of the argument for like why on the positive side this could be a good time actually for Tim Cook to go, because you could argue that they might not be in a better position as a company um as good as they're about to be after the um you know future earnings, as you note.
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He they already guided that it would be record earnings.
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And so uh if those are in fact uh those numbers are hits in the next quarter, you know, they're all all time high holiday quarter, those are always the best uh time of year for Apple.
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Like you could make the case that this would be sort of the most opportune time for him to go personally, if he's thinking about going anytime soon, anyway, which you have to believe he is.
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He's 65 years old.
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Like these are natural discussions that you have.
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Showing 3241–3260 of 6,543 · page 163 of 328
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