Matthew Sigel
speaker
339 appearances
1 recordings
1 series
first heard Apr 2026
last heard 1 Apr
Matthew Sigel’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.
Appearances
Part of it is because the Office franchise, like, do we really need PowerPoint if Claude can make me a deck, right?
So the Office franchise might be threatened.
But also, they haven't done big layoffs.
And actually, Elizabeth Warren wrote them a strongly worded letter, like...
warning them not to do layoffs.
So there's political pressure when you're multi-trillion dollar companies have, there's political pressure for them to maybe not be as aggressive on headcount as they otherwise would be.
You can also see this in the way that the hyperscalers are approaching the electricity market.
They want to be obfuscated from the CO2 emissions.
And so that's one reason why the Bitcoin miners are actually really handy is because they can serve as that punching bag to absorb the negative entropy from
climate folks.
And I think it's this similar dynamic when it comes to headcount reductions, where they have these political considerations.
And I think changing minds on the return on capital around AI, that would change the whole market.
Yeah.
Follow me on X, Matthew underscore Siegel or vanak.com forward slash node.
All of our research is out there.
Well, we're trying to beat Bitcoin without taking too much risk.
So, you know, we're up 27% versus Bitcoin down 33% since inception.
We've done that with a lower volatility than Bitcoin.
So we want to be super diversified, relatively small position sizes across all sectors that capture the growth in the space with a focus on profits.
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