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.

Appearances

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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 they're just, you know, they're the l the biggest companies and largest stocks in the world. matched

Where if they fall, like it just starts to have this contagion against the whole market. matched

Again, you can sort of see this. matched

Like matched

It's matched

It's probably like again, like a matter of timing because there is like always going to be a downturn. matched

And if there's a downturn, there's is do you really believe that like big tech is going to be insulated by it from it because um you know, of the future of AI, I mean, that would be the hope that they would project, I would imagine. matched

But that's just not how markets typically work. matched

So you add that all up? matched

Yeah. matched

I think that's, you know, these are all one other a few other things to throw out there, like along those lines, which is that, you know, what if uh just LLMs end up what if AGI is is really the the be all end all, let's say, but what if it's not LLMs that get us there, right? matched

What if that's just a small part of the equation, which has long been stated by Jan Lakun and others like right talking about that? matched

And but what if that ha that narrative and that uh matched

actually sort of shifts faster than um open AI can sort of manage it. matched

And it that sort of gets out in front of them and all these other companies. matched

Like what if they're in the middle of these trillions and trillions of of build outs and then all of a sudden it ne it it turns out you need matched

Let's say robots, right? matched

You need robots out in the in the in the world. matched

And, you know, do they do they pivot these data centers to become robot factories? matched

Like, you know, or there's any number of directions that this stuff can go in. matched

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