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

Um and and that, you know, so you buy into that narrative, you buy into the device, you buy into the apps, you buy into the social apps, you buy um, yeah. matched

And then all of a sudden this is packaged as, you know, the potential ten trillion plus company. matched

Uh I'm not sure. matched

that it will work uh and that uh we'll be able to sort of land that ship, but that's that's how it's going to be packaged, I would imagine. matched

You're right. matched

Yeah. matched

And all the, you know, and uh the other layer of it will be the interesting narrative with the other players, right? matched

Like so where is Gemini at for Google at that point? matched

Where's Anthropic at at that point? matched

Right. matched

Like there's there's currently this narrative um sort of bubbling around uh uh anthropic and how they're doing, you know, a a much better job sort of on the enterprise side, as has long been the case, right? matched

But it's like matched

It there probably open AI would want the narrative to be that uh, you know, their own coding tools are eating into Cloud and and uh some of the Cloud Code and and the other um matched

uh models that Anthropic has been working on that are considered better for coding right now. matched

You would imagine that OpenAI wants to snuff out that narrative um by the time of IPO. matched

And so is that going to be feasible? matched

Cause that's obviously what Anthropic is working harder than ever on on maintaining that lead. matched

I mean it just feels like I guess once matched

the narrative has ramped to the point where as we were talking about, we're we're well over a trillion dollars in in commitments in terms of yeah, what the these build out look like. matched

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