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

question. voice-verified

I do think that if this, if we are sort of working towards, yeah, more of this commoditization, that's the state that we're in right now. voice-verified

And I think that's why those those four companies are getting bunched up more than just NVIDIA running away or, you know, earlier when Microsoft was running away a bit, um, the the wild card there, the next step might be, you know, next j generation models. voice-verified

We're hearing a lot of people talk about world models now, right? voice-verified

Leon Lacan. voice-verified

Of course, famously has has stepped away from meta to go work on that, but also um Ilya Sutzkummer, that's all he basically talked about. voice-verified

That's good. voice-verified

Um, you know, in his in his recent interviews. voice-verified

And um, and yeah, it's basically like this is the new thing. voice-verified

And even Demas Haspus has been talking about world models, right? voice-verified

And so, like, this is the entire now thing. voice-verified

If this becomes the new narrative, that will obviously be the next thing that potentially sh um sort of switches up or shapes. voice-verified

picks up those companies again is how how integrated or not they are with that with that um lineup. voice-verified

Yeah, and we might see I mean, obviously we're gonna have Elon Musk try to come back into this this uh equation, right? voice-verified

And s he's already been talking about how voice-verified

Excuse me, the um, you know, his his robots are Optimus are going to be the biggest business ever. voice-verified

Not just like the big, you know, biggest business of Tesla, the biggest business of all time for anything ever. voice-verified

And so, you know, he's hyping that up to no end because I think that he probably views this as like, yeah, that's the next sort of the world models are a part of that. voice-verified

And uh, you know, we go into robotics, and if that's the next multi-multi-trillion dollar sort of business. voice-verified

Opportunity, uh, then Tesla has a shot to get into that race, you know, and be make it a five, a five horse race. voice-verified

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