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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 1.
Appearances
And Apple is perhaps in some ways benefiting from the fact that no one's really doing that yet, right?
matched
Like Google is the farthest along and they tout.
matched
A lot of uh you know cool potential functionality, but it's not it's not to the point where it's going to sell um pixel devices yet, right?
matched
And so um so again, because that's not the case, I think most people look at the iPhone and be like, again, this is a this is a great device for the things I actually want to do right now, which is take pictures and
matched
use ChatGPT and use, you know, whatever app I want and and uh play with Sora and do all these other things, right?
matched
And so until that uh that moment comes where the promise of what we were promised from the new Siri uh actually comes into place, then I'm not sure that uh yeah, that's the any of these are going to move the need off from a device perspective.
matched
Great to be back, Alex.
voice-verified
And I know we say it every single time I'm on, but there's so much happening and it's always there's always more happening.
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It's just it's wild how it this is uh sort of just playing out.
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It seems like this is part of it, right?
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Um, it's it's this is it's so hard to analyze this in part because of what we kicked off with, right?
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Things are moving so fast, and it it's almost hard it's obviously impossible for us on the outside to know how much of these deals are coming together sort of on the fly.
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Like there was the reporting about obviously the the NVIDIA $100 billion deal, which led presumably to Sam's you know post there that.
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That you're talking about that that sort of came together while they were both on the overseas excursion with uh with Trump and and sort of going around and and they were able to hash out that deal sort of one-on-one.
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And so with a deal like this now with with AMD, you almost wonder like, did a similar thing play out?
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Was Sam with uh Lisa Sue traveling around somewhere?
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Did did she pick up the phone when she saw that NVIDIA deal and decide like we
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need to you know figure out a deal uh basically over the next few days to sort of be able to to respond to that in some ways.
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And so it's when when talking about Sam's post, it's sort of like I'm I'm unclear if he even knows all of the uh the ways that this is going to go from his sort of nebulous uh yeah talk about uh these interesting new ideas for financing.
voice-verified
Showing 4081–4100 of 6,543 · page 205 of 328
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