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

It's not hard to see. matched

Like you can see how all of a sudden they uh the market gets spooked by you know NVIDIA being public missing that. matched

Imagine if open AI is public and they don't hit, you know, the numbers that they're that they're projecting one quarter and the the market gets spooked about the future of AI. matched

And so not only do they hit open AI, they hit NVIDIA, they hit Google, they hit Microsoft. matched

They pull back from these things because they think you know people start giant funds start to think that they're over indexed perhaps in in their AI bet and their um you know their their stuff. matched

Too much risk in their portfolios. matched

And and uh you can see a cascading effect that just like isn't really that. matched

big of a of a like miss even required, I think, in order to sort of cause this to happen. matched

And so I just am trying to point out like that that's like a real possibility. matched

And I think it's a fairly high uh, you know, likelihood of that happening at some point. matched

I think it's a matter of timing. matched

So it is different in that um matched

I I think it would largely be a psychological event, you know, again, trying to like extrapolate out how this would play out. matched

I think it would be like the the yes psychological sort of contagion of everyone that all of a sudden being worried that AI is perhaps not the future that everyone thought it would be. matched

That doesn't mean, again, to my point, like it doesn't mean that it can't be great and it can't be great technology and it can't be used for interesting things and there can't be real matched

Business. matched

It just is saying that, like, what if it's not the future of every single thing as is being sort of built up in the promise right now that that I think that we're starting to hear around the the narrative around from open AI on down. matched

And so um I I fear that that is the thing that basically spooks the market. matched

And because these uh you know, the Magnificent Seven and Beyond uh tech companies now. matched

control so much of the uh S P five hundred. matched

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