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

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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

As the op the anti-open AI type play, um, but at a lower level. voice-verified

And then so to me, anyway, long-winded way of saying it feels like this is basically right now, as it stands, a two-horse race between open AI and Google. voice-verified

And I do think that open AI looks at Google and just says, like, oh my god, they have everything that they need to do this at scale, while, as you noted, not having to burn. voice-verified

An investor capital. voice-verified

They had they made they're insanely profitable. voice-verified

They can do this on their own. voice-verified

And by the way, unlike Meta, which is also profitable, and Zuck talks up, like, yeah, we could we can fund this via profits, which is true, but they don't have the cloud infrastructure that Google does, and they don't have the the CPUs that Google does, and they don't have all of the sort of other various expertise to sort of scale the this type of um voice-verified

Um voice-verified

unprecedented massive build out scale that uh Google is able to do. voice-verified

And so I think Sam and and everyone else at OpenAI just says like, voice-verified

There's a lot going on. voice-verified

All these things are are varying degrees of of noise. voice-verified

Um and some is real competition, but Google is the one that really has the opportunity. voice-verified

And so my headline idea was basically voice-verified

OpenAI needs to build Google Cloud before Google can build chat GPT. voice-verified

Right. voice-verified

And that's like how it goes. voice-verified

Yeah. voice-verified

and uh I'm glad you found that one. 'Cause yes, that I think I saw that quickly. voice-verified

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