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

You could certainly argue that they should probably have some level of their own uh infrastructure in place. voice-verified

So they're not beholden to uh to you know their partners on that stuff. voice-verified

And especially given all the weird, as we talked about, all the weird um inner uh investing going on where it's like, yeah, uh and Amazon is is their main partner, maybe, but they're also voice-verified

now buying TPUs from Google and then uh, you know, but Google's also, you know, potentially partnering with uh, you know, X, Y, and Z and then OpenAI is potentially partnering with Amazon now too. voice-verified

And so there's the like I think anthropic probably has to look at this as like, I'm not sure that we can rely on, you know, just just Amazon and I'm not sure we can r rely on just Google. voice-verified

And so in some ways voice-verified

They have to sort of hedge that long-term bet. voice-verified

I just think like they might be and might least might smartly be looking at the market as it is right now and saying, like, the music is starting to slow a little bit. voice-verified

Let's not commit to spending hundreds of billions of dollars. voice-verified

Let's commit to spending mere tens of billions of dollars for our future. voice-verified

And let's see how the how this shakes out over the next couple of years. voice-verified

Yeah, and and the only other thing I would add is just like voice-verified

It sort of has naturally played out the way that Anthropic has done a great job on the enterprise front, right? voice-verified

Whereas uh the OpenAI has done a great job on the consumer front. voice-verified

And so we have that sort of again, there's there's nuance there, and obviously OpenAI is also trying on the coding front and in enterprise and whatnot, but but at a high level, like they've sort of splintered off into those two worlds. voice-verified

And so uh, you know, the one is is going to be an easier voice-verified

path potentially to making money, but we're we seem to be on the cusp of uh of OpenAI potentially rolling out uh their first ads uh if some of the leaked internal builds are are to be believed. voice-verified

Oh yes. voice-verified

Sorry. voice-verified

And that will be a whole interesting uh element to the to the next year, right? voice-verified

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