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

Obviously, Meta uh would hope to uh be the one to get also into that race. voice-verified

And and Amazon, we haven't even talked about, um, you know, being sort of sitting there, I think what a a mere trillion dollars back or whatever they are at the moment from sort of the rest of the pack. voice-verified

And so uh all of that comes in. voice-verified

Right. voice-verified

Yeah, I mean if I if I was like actually betting in uh uh you know um money on these companies, I would do what these companies are doing and all bet on each other. voice-verified

Uh basically hedge your bets. voice-verified

The circular financing actually makes voice-verified

this front. voice-verified

That's how I would do it. voice-verified

But uh if you're asking me to actually pet to pick one winner of it, uh I do you know, and I've you know, I uh I worked at Google for a long time for Google's Venture Arm. voice-verified

Um, you know, haven't been there for a while, so just to disclose that, but um but I do think that Google's um voice-verified

Uh just given all of the things that they have, it does feel like the quote unquote beast has awoken. voice-verified

And I feel like that they're in the best position right now to be able to to capitalize on all of this stuff quite literally. voice-verified

Um voice-verified

I think that again though, this I I do buy into the notion, and I'm far from an expert on uh, you know, all uh on AI models, but I do buy into the notion, the high-level notion, that it's going to take more than where we are with LLMs to be able to take us to AGI or whatever you want to call it, the next the next phase of where we're going. voice-verified

And so if you believe that, it's really voice-verified

A question of who do you think is best positioned as one of these companies to take advantage of that? voice-verified

To your point, Meta feels like they're they're literally letting that ship sail in yet in Jan Lacoon and they'll invest or whatever in his startup, but they obviously made their bet in the opposite way. voice-verified

Um Apple that is sort of a voice-verified

Off to the side. voice-verified

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