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

Where it's like, look, they burned and they burned and they burned until they, you know, were able to sort of turn the corner, flip the switch, and and become matched

This hugely profitable company, even Netflix, like same same general idea, but just on a different scale, you know, of the in terms of the promise of what they could do. matched

And that's what they would be selling. matched

Well, yeah, I mean I think uh again, Sam Altman is is feeling good about it now, knowing, you know, w I think what their growth is. matched

And if that if that growth can continue, then okay, yeah, sure. matched

Maybe that's that's again, that's what you can sell to the pup public market and public investors and you say like, you know, the just focus on the revenue growth. matched

We're continuing to just just matched

grow incredibly fast. matched

And you know, all the the limitations are on compute and the limitations are on power generation. matched

And those are the things that we're working to alleviate and why we're spending all this money. matched

But if that's you know, narrative is not in place, if they start to slow a bit, if if other things happen, then it's obviously gonna be much harder to make that. matched

But yeah, in terms of transparency, um I do think obviously I think it would be, you know, a better thing um matched

And it would hopefully it you know, it tends to focus a company itself, right? matched

That they they know they have these numbers that are going to be disclosed and so they have to do things. matched

There's also a downside of that too, right? matched

Like maybe they have to do some some ju not juicing in a negative sense necessarily, but they have to figure out how to get more revenue out of what they're doing. matched

And so maybe that, you know, it leads to a a faster move on the ad front and you know, faster. matched

to move on some of the other business lines where they where they need to show better better growth. matched

You know, there's also the sort of I I would imagine that that they would hope that the uh matched

The matched

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