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 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 that is a great point about it. voice-verified

And and that's another thing that's at play here, like and also why it felt like at least a part of why OpenAI and NVIDIA struck that deal. voice-verified

It's like voice-verified

Right now, if you wanna be a main player in this game, you've obviously gotta work with NVIDIA. voice-verified

And as everyone knows, like voice-verified

While they'll they say they don't play favorites, like if they're gonna invest whatever, a hundred billion dollars into you, like you're gonna get access to their chips. voice-verified

Like they're not gonna screw you over. voice-verified

But if you did a deal with A AMD, you know, behind their back. voice-verified

Like maybe you're not first in line for those chips anymore. voice-verified

And so I think you have to sort of like you have to do with uh President Trump, you gotta sort of do the public uh fealty and and show uh and show who's really in charge. voice-verified

I'm sort of at a loss too for that. voice-verified

I I think like again, the only thing I would come back to is what I said earlier. voice-verified

It's like this is now become like a weird table stakes thing of like these companies trading ownership, you know, and quite high percentages of ownership within, you know, each other. voice-verified

There's there's gonna be subsequent reporting about this, obviously, as to why that part became a a big part of it, but it does it's like I think Lisa Sue has a quote in there of like saying that it aligns their interests because OpenAI, you know, will now obviously have a potentially have an ownership stake in AMD. voice-verified

And so they'll be aligned about like, you know, making sure that. voice-verified

They're along for the ride, you know, wherever that ride takes them, I guess. voice-verified

But like, yeah, that's it's a public company selling up to 10% of of their shares. voice-verified

Uh it's like, and again, it's a private company buying, it's like very voice-verified

Very strange. voice-verified

I guess OpenAI might like it because it's like just something else to have on the balance sheet when if and when they go public and they can say, like, look, we have these shares worth 10% of of AMD and it's worth X, you know, hundreds of uh whatever it is, billions of dollars. voice-verified

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