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 and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple · 6 Oct 2025 podcast

And also that post, I I felt the need to write about that both because I like the the Sam Altman post criminology of it all, uh and doing breaking those down, especially when they're as short as this one is. voice-verified

Uh that you know, it's sort of I kicked off talking about it. voice-verified

Felt like this was basically written because Sam felt like, well, we just did a hundred billion dollar deal with NVIDIA. voice-verified

Someone should say something about it. voice-verified

And then uh and then it g you know, it goes on for just a little bit. voice-verified

with these uh these very again nebulous and grandiose terms as he often does. voice-verified

Um but th this was also tied to um you know some other um voice-verified

Quotes that that were coming out of this uh from other companies. voice-verified

Um, I think one was uh was it the oh, it's the new co one of the new co-CEOs of Oracle. voice-verified

Um, also had, you know, alluded to these these strange new financing mechanisms. voice-verified

And of course, Oracle's a big partner with OpenAI too, is everyone's a big partner with everyone uh these days. voice-verified

But um, but so it's like, what what's going on behind the scenes that all these folks are getting together? voice-verified

and coming up with with new uh accounting methods uh out of the blue that they that they're hinting at but not fully coming into. voice-verified

And so yes, it's conceivable that this AMD deal is one of them, or it's conceivable that this AMD deal came together at the last minute because of the other deals going on. voice-verified

you go ahead. voice-verified

And again, this this is sort of late breaking news. voice-verified

So I haven't had too much time to sort of go over the details of it, but at a high level from what you know the report is here, um, it does seem like there's a there's a number of things going on, as always. voice-verified

Uh but so the 10% thing is super interesting, right? voice-verified

Because that's also voice-verified

Oddly, the number that um, you know, Intel uh, you know, was was supposedly selling uh to the government, right? voice-verified

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