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.

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

In the economy. matched

Again, I I go immediately to the the macro there because who knows what the market looks like in twenty twenty seven, right? matched

It's impossible to guess. matched

It could be better, certainly. matched

It could be the same, obviously, or it could be much worse. matched

And what's mo more likely? matched

I mean, we've been in sort of a bull run for a bit now, and um i obviously there's way too many factors, too many global, you know, elements to all this, like with not let matched

alone tariffs and everything else that's been going on. matched

And so it's hard it it would be impossible to guess, but there's a very good chance that the market is not as good as it is right now. matched

And if that's the case, like what does open AI trying to go out look like? matched

And some of that, I a large part of that will really depend on what the m the story is in terms of if investors are still just buying anything and everything that's sort of tides matched

to AI or if that narrative has changed and they've decided like as we're starting to see it a little bit right with meta again, this sort of ebbs and flows where investors are get wary of their spend, right? matched

Um matched

uh you know, uh some quarters and then other quarters, they have great numbers, and so they go back to buying meta, and then they then they seem like they're they're overextending themselves, and so then they pull out of meta. matched

And so I feel like with open AI, it's going to be obviously the ultimate bet on AI itself. matched

Um and so unless they have some sort of slam dunk narrative that they're like close to AGI, closer than we are right now. matched

Now or right on the path to it. matched

And all they need is sort of uh, you know, more capital and and just to keep that going. matched

And then you you too can buy in, right? matched

Like public investors can buy in to the future of everything. matched

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