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 · OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival · 5 Nov 2025 podcast

to live up to these commitments that they've made. matched

And I think, you know, when when you're when you're that far, there's that big of a chasm between those those numbers that they are actually generating in terms of revenue, obviously not any profit, a big money hole in terms of uh how much they're losing, and these commitments, like it's it seems ridiculous when you sort of look at it just on the surface level. matched

And he probably yeah gets is getting matched

Getting annoyed by everyone pointing that out to him. matched

Um, and you know, he's saying, like, look, the the revenue growth remains incredible, you have to sort of trust in us. matched

And I mean, this all leads into, you know, what you you and I both have sort of yeah latched onto the notion of this being a AGI or bust. matched

And it's basically this is now to me the most binary bet possible that they're really betting that they can do something, you know, be it AGI or matched

whatever you want to call it, that they're going to fundamentally transform matched

all maybe all business, uh, in a way that's that's never happened before to the point that matched

that maybe these kinds of conversations will look silly, it would be how they would frame it, I would guess, you know, in hindsight, that they would say, like, remember when people were complaining that that we uh were only generating X, you know, billion of revenue and we were committing to trillions? matched

Well, those trillions helped unlock us to get to hundreds of billions and then eventually trillions of dollars in revenue. matched

This would be their, I would imagine, sort of talking point and perspective on that. matched

And the reality is like there's a lot to go between now and then. matched

Um, and the thing that I always come back to that's sort of the most I I would matched

guess I would phrase it as the most concerning, just not not that it's a concern right now, but it's the potential concerning layer behind all this is just like there's very real macro risk in that not even tied to open AI, right? matched

Like everyone knows the markets ebb and flow, you know, the economy ebbs and flows. matched

It's not good the stock market is not going to go up and to the right forever. matched

Um, and so when that changes, like what are the ramifications of that uh with this deal, with these deals that open AI is doing and with, you know, as there matched

getting more debt done and is there getting all these sort of these new new uh mysterious ways of financing done and and all that that uh that they're talking about. matched

Like what actually happens if um if everything hits the fan? matched

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