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 months

Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

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

Like for for their deal. voice-verified

And um there's you know, there's other ownerships, um, trading hands obviously between Nvidia uh and Intel, and then um a bunch of other stuff going on. voice-verified

So it's like it all feels like the same sort of general playbook just uh being executed. voice-verified

Executed in different ways where it's like now all of a sudden ownership is sort of table stakes to these deals, right? voice-verified

Even when it's a company that's a that's technically still a startup in OpenAI, own would be owning up to 10% of a very public, long-standing public chip company in AMD. voice-verified

And and what on earth does that look like from a finance perspective? voice-verified

Like their books, like how do voice-verified

It it's uh from again, from what the reporting is, like they have the right to buy those shares, I think, in warrants. voice-verified

And so like the I'm not sure that they necessarily will, uh, or but they could and um voice-verified

And obviously, as you noted, it's sort of dependent on uh, you know, the business uh agreements between these two um companies. voice-verified

And then there's like the other layer where as as you just noted, um, it doesn't necessarily have to be open AI that's buying the chips, right? voice-verified

It could be one of their partners. voice-verified

And so I mean, it it could be Nvidia, technically, I guess, you know, that would be buying AMD chips to help put together one of the Stargate. voice-verified

Yeah, again, stepping back at the highest level, it seems like OpenAI realizes that they need to control their own destiny in many ways, but certainly on the cost front. voice-verified

And to the ultimate extreme, they probably can't be paying one of the massive cloud providers, be it, you know, uh Microsoft as it's been to date, and then sort of Oracle too now. voice-verified

Um, all of them, they need to be able to control their costs in a voice-verified

Better way. voice-verified

And doing that means eventually at some point sort of controlling your own data centers, um, to some extent. voice-verified

And so it feels like a lot of these deals are coming together to allow OpenAI to put in place the building blocks to build their own data centers, quite literally. voice-verified

And this AMD deal presumably is also a part of that. voice-verified

Showing 4121–4140 of 6,543 · page 207 of 328