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

And it's not just OpenAI, right? matched

It's it's it's meta as we've talked about, it's Google, it's Microsoft, it's all these neo clouds, it's Oracle, everyone's getting involved, AMD, like we're we're on to like layers and layers and layers of all these companies. matched

And the matched

The intertwined nature is the thing that I would th uh that I would guess highlight in that in that risk too, because it does feel like matched

That uh at least f led by open AI, I think that that again, going back to the notion of these uh unique and interesting new methods of financing that Altman has talked about, it feels like he's been able to woo a lot of uh the rest of big tech to buy into the notion that you know they need to get on board with this this matched

mentality that this is the absolute future. matched

And by the way, like if you don't, you're gonna be left behind and you can even see it right now in the stock market. matched

If you do these deals, your stock jumps and like all all these stocks are jumping because they do these deals with open AI. matched

And so clearly the market matched

Exactly, exactly, exactly. matched

Um there's there's no there's no lack of buyers out there for this. matched

And so matched

Um again, it just feels like it's ramped to the point where the promises, not just with OpenAI itself, but across all of these companies and all of them being so intertwined, both in investing in each other, but also these data center deals and everything else, it feels like unless they do truly transform everything with the, you know, again, we call it we can call it AGI, we can call it super super intelligence, we can call it anything we want. matched

But unless it truly transforms everything, it feels like it will be a both a letdown and um matched

It potentially will be a business uh letdown i in terms of not being able to fulfill all of these uh these matched

trillions of dollars being spent um on this. matched

And so I think that the narrative that they've built up and and I think Sam Altman has has explicitly done this and and gotten everyone who's on board on board right now around this notion that they need to do get to AGI and they're gonna be the first and uh it's going to be the biggest opportunity of all time. matched

And I'm just saying that there's a lot of risk, as we talked about. matched

Um matched

But specifically with the macro picture, even if everything goes great for all of these companies, if something just happens in the macro markets and like causes NVIDIA to slip on earnings one quarter, you see like this cascading effect. matched

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