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

But um but again, that's voice-verified

To your exact point. voice-verified

Like it feels like Google has finally woken up also on the product side to be able to do interesting things to compat uh what OpenAI has historically done. voice-verified

Uh, I do think that that's a part of it. voice-verified

I think that um it was it's sort of interesting timing in everything else that we're talking about, right? voice-verified

Like if it does feel like um, you know, that the models are sort of coalescing, but also that there's this this sort of negative um wit uh, you know, backdrop going on around uh just investing in AI in general, from the public market sentiment on down, it feels like, yeah, if if anthropic can sort of take advantage of like, look. voice-verified

We're at the cutting edge right now, but we're not gonna be the the sort of drunken sailor spend that open AI is trying to do. voice-verified

So come on board and and bet with us. voice-verified

And and you know, the most recent report has their new valuation at 350 billion. voice-verified

So they're getting pretty close to where open AI is at at 500 billion. voice-verified

It feels like, you know, they're they're sort of coming in, um, you know, in line with those, uh, with those numbers, which is super interesting. voice-verified

And again, maybe speaks to voice-verified

The the dichotomy between the two um the two paths that they're taking there. voice-verified

It's funny. voice-verified

I wrote that post and then that literally the day later, I wrote like you know, uh a number of things in that post. voice-verified

That's funny. voice-verified

But one aside was like, and look, they're not spending all this money on building their own data centers. voice-verified

And literally, like 12 hours later, they announced that their first data center that they're gonna build, of course. voice-verified

Um, but as long as it's one, as long as it's not, you know, the Stargate project. voice-verified

And they're not spending, again, hundreds of billions of dollars on building out their own data centers. voice-verified

Showing 3661–3680 of 6,543 · page 184 of 328