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 · Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push · 1 Dec 2025 podcast

And that's totally but the your first point is is a good one because you know, we were talking about we just mentioned like Apple's in a good spot from a stock perspective right now and sort of getting rewarded for not having all the the capex spend that all of their rivals are. voice-verified

But if the market it does correct, there Apple's not gonna, you know, be immune to it. voice-verified

They might do I think I think that they would do better if the correction was caused by voice-verified

By, you know, AI concern about AI spend, certainly I think that they would they would hold up better, but they're not gonna hold up, you know, just fine. voice-verified

And and that would not be a good time for for Tim Cook to step away, you know, with the stock down twenty, thirty percent or whatever from from all time highs. voice-verified

Yeah, that and that was one um s that I didn't even mention this in in the piece, but I do think um there was some talk maybe a year ago or so that the one thing Cook was really focused on internally, there was there was a couple of reports to this to this notion that the one thing he was focused on right now or at the time was um was really meeting the market for what Meta has done with the with the Ray Bans. voice-verified

And so he was sort of going. voice-verified

Going all in on trying to make that potentially his last big product unveil, because as we know, the Vision Pro just hasn't sort of you know lit the world on fire. voice-verified

Obviously there's there's really nothing to show right now for on the AI fronts and voice-verified

You know, the the new iPhones, those continue just the the current model that's that's been, you know, playing out over the past fifteen, twenty years. voice-verified

And so, um, is there a new product that he can sort of go out with a bang on? voice-verified

And, you know, there was some inkling again that that he might think that the glasses are a thing. voice-verified

I sort of discount that a little bit now because I just view like, yeah, they can make like a nice product with that, but I don't think it's going to be, you know, a an overnight game changer for Apple where it would like necessitate, you know, postponing uh a good time for retirement necessarily, right? voice-verified

And to your point, like of leading leaving um sort of the cupboard stocked, as it were, like if uh if he has sort of this um yeah, this pipeline of new products coming out, there's also voice-verified

Also, some, you know, apparently some AI related products, you know, home, home uh uh interactive products, mounted iPad type devices and robotic arms and things like that. voice-verified

If he has some of that pipeline um lined up for whoever steps in, um that also much of that pipeline does point again to why John Turnus might make sense as a lot of it is hardware focused. voice-verified

But I also think that that's a point that goes back to um another. voice-verified

post that I'd written recently where it just feels like it feels like Apple now, and I think the stock market is also sort of learning this a bit, like they are voice-verified

Not pivoting, but they have sort of reoriented the messaging at least around like, look, for as bad as they sort of whiffed on AI, there is no company that's in a p better position from a consumer hardware perspective than Apple still, right? voice-verified

And so Google tries, Microsoft tries, all these companies try. voice-verified

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