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

And what and one other point is that um, you know, presuming like it's somewhere in the ballpark of the trillion dollar valuation that that sort of Reuters is reporting, which is incredible, but you seems like it ha sort of has to be, right? matched

Just given where they are at in terms of private valuation. matched

It has to be at least like there in order to sort of make it work. matched

Um matched

From a numbers perspective, obviously they could they could, you know, uh go public, I guess, at a lower valuation, but a lot of people would not be happy about that, uh, if if that were to happen. matched

And so say it does go public at, you know, around a trillion. matched

Um matched

Wha you have to you have to sell a lot of upside, right? matched

Like a lot of people buy into um matched

these IPOs, you know, knowing that uh this is like you said, sort of the middle. matched

It's not the end of the narrative. matched

And there's gonna be a a lot of growth from here. matched

Like all the big tech companies right now, you know, when they went public, um, they ended up having huge, huge upside potential from the point that they went public at. matched

Uh and can you say that for open AI? matched

Well, obviously they'll be trying to say that, but like when you're already at a trillion dollars, like what is it matched

Five trillion, okay. matched

That's now the most valuable company in the world right now is NVIDIA at five trillion. matched

Is it 10 trillion? matched

Like is is any other company going to be at that level in two years when uh when they when they go out? matched

I would have to imagine no, but again, the way Nvidia's been growing, I mean, i I guess it's possible that they could be at that level, but you you basically you would be buying into uh OpenAI already becoming the biggest company of the world. matched

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