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 like, again, what if LLMs are just a small part of the of the bigger um equation that's needed for this? matched

And how how well prepared are these companies for that? matched

Um, and what if, you know. matched

Something else comes in like matched

Google and Microsoft and all of them are still are working on quantum computing, right? matched

Like what if that comes into play and that becomes like the next big thing that everyone wants to bet on and not AI anymore? matched

Because AI, to your point, is like now just table stakes and everyone has achieved AGI. matched

And so, you know, it's this thing. matched

And even going back to what we were just talking about with the device and and local models, like, what if, you know, a lot of the best work uh that can be done with AI. matched

AI can be done via sort of these local models or smaller models, and you don't need these giant, giant data centers in order to train them anymore and and or do inference um, you know, in the cloud anymore. matched

Um, what does that look like? matched

And then there's the the also the thing that's always been in play. matched

But again, it seems to be bubbling up more recently. matched

I guess because we're past these trillion dollars of commits now. matched

It's like, what is the actual uh like value, depreciation value of NVIDIA chips? matched

And and uh, you know, what is this world in which um these data centers like have to be refreshed basically every year, buying billions and billions of dollars worth of NVIDIA chips, or they're obsolete? matched

Like they would say, like, well, they're more. matched

profitable, but like is that really playing out that way? matched

It's it's unclear if that's like that's actually how it's going to work. matched

Um and what does that mean for NVIDIA if um if you both have to c always buy the latest and greatest and what if you realize oh you no longer have to do that? matched

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