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

You know, they did the Microsoft one, they announced with uh, you know, a couple dozen words that they they had a an agreement to agree with Microsoft on new terms, but they have no actual terms to agree upon yet, and so it's not a done deal. voice-verified

Now this NVIDIA one is also basically an agreement to agree to voice-verified

You know, a deal. voice-verified

And voice-verified

You know, you have to sort of wonder if AMD didn't see that and think, like, maybe we should swoop in here before this is a done deal and sort of get something else done. voice-verified

Um, and and you know, in the report, there they do say, like, and and I think Altman, I saw it maybe it was even a tweet or or he said it somewhere else, but he sort of makes it clear that. voice-verified

Nvidia is still like a main partner, right? voice-verified

This isn't like this isn't them switching horses uh, you know, in in the middle of a deal being done. voice-verified

But there is, you know, to to continue the analogy, there is some level of jockeying that it feels like is happening here, right? voice-verified

Um, where it's like, again, maybe Lisa Seuss saw that this deal was not finalized. voice-verified

And so she could sort of come in and say, What can we do, you know, uh uh alongside this, if nothing else, if we can't take some of this. voice-verified

business. voice-verified

Then there's a whole like this is apparently for inference. voice-verified

And you know, obviously NVIDIA is in that game too, but wants to be own that game like they do with with actual um voice-verified

model training right now. voice-verified

Uh y you know, and so there's that whole element. voice-verified

There's the element of the Broadcom deal that that OpenAI has, which maybe kickstarted some of these NVIDIA deal talks uh between OpenAI and and uh Nvidia so that they didn't go down the path fully of making their own chips. voice-verified

It sounds like they're still doing it, but maybe not as fast as they would have previously because again they want to hone the whole stack as we talked about. voice-verified

So yeah, a lot lot going on. voice-verified

Yeah. voice-verified

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