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

Side as we're talking about, if Google's able to sort of ramp TPUs to get close. voice-verified

That was part of obviously the messaging from NVIDIA was uh we're a generation ahead, right? voice-verified

In their in their say statement, which was obviously explicitly uh meant to say that, like, yeah, Google's doing great work, but they're not where we are right now. voice-verified

But to your, you know, to your question, yeah, like so Nvidia is obviously in a position where they need the AI revolution to voice-verified

sort of keep going as it has been in order to keep up the just the incredible growth that they've seen, including last quarter, which was incredible. voice-verified

Um and then uh the you know the other play players, uh Microsoft, to your point about open AI. voice-verified

They also obviously have a great underlying business. voice-verified

Um voice-verified

But they don't have quite uh I don't think is as viewed as all of the pieces that Google necessarily has right now. voice-verified

Um, and when people are looking at all of the different um areas that they can they could potentially monetize for future um, you know, would be profits. voice-verified

And then Apple is the, you know, the wild card, which is why I think Apple, you know, we talked about um not getting hit by the CapEx stuff and everything. voice-verified

But Apple is, you know, about to, they're in second place right now. voice-verified

They're probably gonna overtake NVIDIA. voice-verified

At some point. voice-verified

And then it's just a question of exactly what we were talking about in the succession stuff. voice-verified

Like, what is the future story there? voice-verified

So, like it could be, you know, the situation where Apple basically moves into first place again for a set period of time, depending on what's going on uh within the AI, you know, overall framework and narrative stuff. voice-verified

And then eventually, you know, Google passes it. voice-verified

Um, and then depending on where we are again in that cycle. voice-verified

Um, but again, to go back to the exact voice-verified

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