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 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 1.
Appearances
I don't know what to make of the whole back and forth though between these conflicting stories.
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It's interesting that the FT hasn't sort of um followed up at all.
voice-verified
They didn't certainly didn't issue a a correction, but also hasn't, you know, hasn't doubled down I as far as I know on it.
voice-verified
And so yeah, it's sort of just hanging out there, um, as it is.
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I think at a h at the highest level, yes.
voice-verified
Um, I I think that that's roughly correct.
voice-verified
Um, it is fascinating how it felt like even just a few months ago that Nvidia was basically running away with the game, right?
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They hit the five trillion valuation.
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Um, only I think Microsoft at that point was at four.
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Google not too long ago, I wrote about this, like how I felt like they were significantly undervalued, which of course proved to be correct by the stock market, but it was it's sort of obvious nothing uh you know that anyone couldn't have sort of thought about, just looking at what they have on their plate beyond even AI with Waymo and everything else coming up.
voice-verified
Um but Google Google was like, you know, valued at half of uh of it, certainly NVIDIA and maybe even of Microsoft at one point.
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Just a few months ago, and now they've come roaring back.
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And Apple, as you note, Apple's been in the front of the pack for most of the past decade.
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Um, and uh now all of a sudden, as you're noting, and you know, as I wrote a little bit about, they've they basically are collapsing up at that top echelon between those four companies, and it's just a matter of like what the current uh reports and and and narrative is around.
voice-verified
In particular, AI, it seems like will push one of them to the lead.
voice-verified
It does feel like that Google has that momentum right now based off of exactly what you're talking about, with sort of the reports about you know potentially selling TPUs.
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And that obviously has a direct impact on Nvidia.
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Um, if it feels like that they're going to maybe not lose the crown of that business, but certainly if they get if they get some pressure on the business.
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business for the first time um from Google that's gonna take some sheen off of that.
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There's other external things at play, like, you know, yeah, the reports that uh that Warren Buffett that Berkshire Hathaway took a giant stake in in Google, I think helped propel them even further, right?
voice-verified
Showing 3501–3520 of 6,543 · page 176 of 328
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