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

Um, and the fact that uh Apple's still, I think, uh Berkshire's Berkshire's uh largest holding, but they've been trimming back. voice-verified

And so all of these things are at play. voice-verified

When it comes to yeah, that jocking of the stock price. voice-verified

But um, NVIDIA, I know you and Ron John talked about it uh on Friday, but it was like, you know, they're their sort of PR ker fluffles now are are sort of not helping uh their stock, I think. voice-verified

J just not helping in general the um the feeling of confidence around uh the way that uh that people are feeling about it. voice-verified

Um, but before that happened and the reason why that they feel the need to voice-verified

To sort of come out with this this PR strategy is because famously, of course, Michael Burry, one of the most famous, if not the most famous short seller of all time, uh has come out against them. voice-verified

And so yeah, there's there's a lot of uh a lot of this sort of internal jockeying about how they'll uh how they'll all play out. voice-verified

And then and then there's Microsoft who's sort of um also getting voice-verified

dinged but also getting buoyed a bit. voice-verified

But, you know, sort of some some level of the open AI relationship now being more settled, I think, has, you know, settled their stock a bit more now. voice-verified

But this is all just gonna continue to be like in this, it feels like in this um in this washing machine. voice-verified

All these companies getting tumbled around for who's in first, who's in fourth and whatnot. voice-verified

Yeah, I I would frame it's slight the taking what you're saying and framing it slightly differently is that um voice-verified

If you believe all that to be true that you're that you're laying out there. voice-verified

Maybe investors are just looking at it like, look, at the end of the day, then if that's the case, who has the sort of best position and best business model for all of this, you know, future going forward? voice-verified

And I think it would be hard to argue against Google, just given that they own not only Google Cloud, you know, on which a lot of models and everything are running, but they the TPUs, as you're noting, obviously they have the search business and Waymo and all these other voice-verified

things. voice-verified

Whereas the other companies, if if AI is starting to um commoditize in some way, voice-verified

You know, NVIDIA, their business potentially is impacted in a good way in some cases, but for the most part, it's probably going to be looked at as like, well, the arms race is sort of slowing down a bit, and that's going to be bad news for NVIDIA at the highest level because you won't need to necessarily buy, you know, the absolute top of the line, um, and/or on the flip side. voice-verified

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