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

To do the deals, you know, to the extent that these these are talking about. voice-verified

And so now we get these other deals like the new NVIDIA one, where it's like they are promising to commit up to $100 billion. voice-verified

It doesn't have to be that much. voice-verified

It starts with 10, right? voice-verified

10, it sounds like is maybe committed, uh, depending on how how committed these two are to actually, you know, finalizing this deal. voice-verified

But it's like 10 comes in at first and then another 10 comes in. voice-verified

over, you know, and basically over nine tranches, they would they would get this 100 billion. voice-verified

But the timing of that all like voice-verified

Is there actual money going into bank accounts uh to pay for something, you know, physically being built at some point, or is it all just being based off of like lines of credit? voice-verified

Uh you know, it could just be voice-verified

I mean, if these chips are really at the shortage limits that's everyone's projecting, like they're worth more than they're weight in gold. voice-verified

And so, you know, like they are somewhat of a of an actual uh value store, I guess, in that in that way. voice-verified

But but, you know, uh the thing you you're talking about how this makes you uncomfortable. voice-verified

The obvious elephant in the room that, again, everyone will know is like voice-verified

If even the smallest slowdown happens, not not even like a massive correction, if a slowdown happens in in several of on several of these fronts, on any number of sorry, I should say, on any one of these like several fronts that are going right now, it can start like it seems like it would start a cascading effect that would potentially bring down the entire thing. voice-verified

And then we got debt being called and we got people unable to pay and we've got new, you know, contracts being renegotiated and and people taking out, you know, are does the bank own, you know, do banks start owning sort of some of the stuff and and and does the government have to step in as uh you know, they basically are clearly open to doing in deals like with Intel, as we talked about. voice-verified

And so there's voice-verified

All sorts of weird things that are happening right now that I don't think that there's a ton of precedent for in history. voice-verified

So and that so there's a few things here. voice-verified

One, that what is up with OpenAI's letter of intense uh like love now? voice-verified

Showing 4161–4180 of 6,543 · page 209 of 328