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.

Tech analyst M.G. Siegler discusses Apple's AI innovations post-WWDC, diving into whether they will spark an iPhone upgrade cycle and the stock market's response. Topics include Apple's potential in robotics, Elon Musk's reaction, and the implications of their AI moves for the future. A deep dive into Apple's AI strategy, the limitations of current AI models, and the company's evolving revenue model.

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 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, venture partner at GV, discusses Apple's upcoming AI plans for WWDC, including potential changes to iOS for AI features, on-device processing, robotics, and more. The conversation dives deep into Apple's AI strategy and the anticipation for big announcements in the near future.