M.G. Siegler

M.G. Siegler, author of Spyglass and an expert in Big Tech strategy and AI, joins to dissect whether OpenAI's rollout of GPT-5 was a blunder. He explores user backlash and emotional ties to AI, questioning corporate accountability. The conversation turns to Apple's upcoming iPhone lineup, including a foldable model, and the challenges facing Intel, now partly owned by the U.S. government under the CHIPS Act. Insights into tech competition and the future of AI also flow, offering a riveting glimpse into the industry's evolving landscape.

M.G. Siegler, author of Spyglass and a keen observer of Big Tech strategies, joins the conversation about AI and its impact on major companies. He explores Apple's potential partnership with Anthropic for Siri's upgrade, promoting a compelling discussion on privacy versus innovation. The talk shifts to Meta's ambitious but uncertain journey toward superintelligence and the intriguing rise of AI browsers like Dia. Siegler also touches on the political dynamics surrounding Elon Musk's intentions for a third party and implications in the electric vehicle market.

M.G. Siegler, author of Spyglass and a prominent voice in Big Tech strategy, dives into Mark Zuckerberg's ambitious vision for personal superintelligence. He discusses whether Zuckerberg's AI shift is genuine or simply a recruitment tactic. The conversation also addresses the high-stakes bets tech companies are making on AI and their uncertain returns. Siegler questions the role of AI in creative writing and the evolving dynamics of social sharing and advertising strategies in tech, highlighting the industry’s ongoing challenges and transformations.

M.G. Siegler, a general partner at Spyglass and former tech blogger, joins the discussion on Tim Cook's potential retirement in 2026 and his legacy at Apple. They explore the implications of succession chatter, debating possible candidates like Jeff Williams and John Ternus. The conversation shifts to the fierce competition among Big Tech, highlighting the AI race, particularly the contrasting profitability strategies of Anthropic and OpenAI, and what it means for future market dynamics.

M.G. Siegler, author of Spyglass and a tech analyst, dissects Apple's recent developer event, emphasizing the company's struggle with AI integration. He critiques Apple’s focus on user interface over artificial intelligence, questioning its vision for the future amidst fierce competition. The discussion uncovers public skepticism around Apple's AI capabilities and explores mixed reactions to their Liquid Glass upgrade. Siegler also touches on leadership challenges within Apple and contrasts the subdued vibe of current events with the excitement of days gone by.

M.G. Siegler, a technology analyst and author of the Spyglass newsletter, dives into the latest in tech with sharp insights. He explores the implications of OpenAI's megadeal with AMD and its potential risks, particularly regarding the AI investment cycle. The conversation also touches on Sam Altman and Jony Ive's struggles to launch their AI device while navigating challenges in privacy and design. They compare Meta's agile approach with Apple's perfectionism and question the future of the struggling Vision Pro amidst these shifts in the tech landscape.

M.G. Siegler, a partner and analyst at Spyglass specializing in tech strategy and AI, joins to unpack OpenAI's path to an IPO and the complexities surrounding Microsoft's significant stake. They explore market risks, systemic challenges in AI investment, and the implications of potential public scrutiny on OpenAI. The conversation shifts to Apple's iPhone 17, evaluating its recent resurgence and questioning if innovation alone is enough for sustained growth without breakthrough AI capabilities.

M.G. Siegler, a writer and investor known for his insights into the tech industry and author of Spyglass, discusses the game-changing launch of DeepSeek R1, an open-source AI model that rivals giants like OpenAI at a fraction of the cost. He explores its potential to disrupt Silicon Valley's scaling hypothesis and the immediate fallout for companies like Microsoft and NVIDIA. Siegler also dives into the contrasting AI development approaches in the U.S. and China, shedding light on the financial implications for major players in the AI landscape.

M.G. Siegler, a tech writer, investor, and former VC at GV, shares his insights on the evolving European tech scene. He delves into the current venture capital crisis, highlighting CRV Ventures' return of funds. Topics include the critical balance of investing in people versus ideas, the defensibility of startups, and the complex landscape of M&A and IPOs. Siegler also discusses the rise of AI and its implications for future startups, as well as the competitive positions of tech giants like Apple in the race towards artificial general intelligence.

M.G. Siegler, a venture capitalist and former journalist, shares his insights into the current venture capital crisis. He highlights challenges around early-stage returns and the struggle with high valuations in the market. The conversation also touches on Google's ongoing antitrust issues and the potential implications for M&A regulation. Siegler discusses the unique perspective journalists bring to investment decisions and the need for transparency in startups, making for a riveting analysis of the tech landscape.