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

And it feels a bit like, you know, when you do slow down for a second and try to think about this, it feels like a shock in awe campaign meant to leverage speed. voice-verified

And I do think that this is basically what open AI is running a playbook of of like leveraging the fact that as they keep talking about like this is a unique moment in time, we need to move as fast as possible. voice-verified

We have there's so much this is this is the race to AGI. voice-verified

or superintelligence and and we need to do this right now. voice-verified

We can't wait. voice-verified

If you're waiting, someone else is going to step in and do these deals. voice-verified

Like you're either in or you're out and uh just using that time pressure to basically force um the hands of uh people into pretty uncomfortable what would normally be pretty certainly for a CFO, a very uncomfortable uh uh calculation to to make in these situations. voice-verified

It's uh it's yeah, completely unprecedented to have this many massive players with this amount of capital being able to be put to work. voice-verified

But I totally agree with that stance. voice-verified

And I've written a little bit about this, like the even before um yeah, the riffing off of Sam's newest post. voice-verified

It was the the main thing I've been sort of dancing around and and finally was able to put this down. voice-verified

But it's like it really does feel to me, at least at this moment in time. voice-verified

Given that Meta obviously is struggling a bit, but is trying to reboot the system, Elon, like they're losing a lot of people. voice-verified

Like, there's a lot of weird stuff going on there. voice-verified

There's a lot of spend going on there. voice-verified

He can fundraise like no other, of course. voice-verified

So, you know, he's he's good for it now. voice-verified

But like there's weirdness there. voice-verified

Anthropic is a different beast, it feels like, you know, uh, with their martin, their new marketing campaign sort of uh plays to that. voice-verified

Like, are they gonna be now set up voice-verified

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