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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

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

Um, but uh Amazon, uh, you know, they're apparently working on their own internal I mean, they've been working on their own own internal models, but obviously they have the giant anthropic bet. voice-verified

Um, but it doesn't feel like at least from there's been no leaks of anything that anthropic is sort of really primarily focused on, you know, sort of the next world models and and whatnot. voice-verified

Um, and so again, I think like the fact that Demos have voice-verified

Has been out there talking a lot about this. voice-verified

Like, you know that he's thinking, even if it's not world models, there's some other what's next coming up that that I think that they're heavily thinking about. voice-verified

Microsoft, to me, it also feels a bit like they're on the last battle. voice-verified

They're stuck there right now. voice-verified

Um, just from you know, public things that you hear and reports. voice-verified

And so it feels like um voice-verified

It's either we talked about this before, like with with you know the the history of OpenAI, it does feel like that they've made their AGI or bus bet. voice-verified

And then it's just a question of like, can they find more and more people to give them enough capital? voice-verified

Because they're sort of now at this weird point where they don't have voice-verified

You know, Microsoft, yeah, owns 27% of the company, but they're not their main capital partner anymore. voice-verified

Um, nor are they even their real main technology partner sort of going forward. voice-verified

And so they need to like continue to bring in just an insane amount of capital, whereas Google is insanely profitable. voice-verified

And so, you know, and they have the pieces in place to do it. voice-verified

So, you know, as much as I hate to to to bet on a you know three plus. voice-verified

plus trillion dollar company against a quote unquote startup. voice-verified

Uh, it just feels like there's there's a window of opportunity here. voice-verified

I think open AI, when I go back to it, what they've always done the best of um is on the product side, right? voice-verified

Showing 3601–3620 of 6,543 · page 181 of 328