MG Siegler
also referred to as: m.g. siegler
11 statements across 7 episodes · 3 bullish · 5 bearish · 2 people on the record · first statement Apr 15, 2024 by Marissa Mayer · said 179 times in 36 episodes since 2024 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (177), Ranjan Roy (1), M.G. Siegler (1)
tap a year for its mentions
2026 94 mentions in 16 episodes 6 per episode
- Demis Steps Down, Apple’s Memory Problem, Microsoft’s Clever Trick
- Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
- Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- 8 more episodes that year, every mention in 2026 →
2025 74 mentions in 18 episodes 4 per episode
- OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- Mark Zuckerberg’s Personal Superintelligence, Layoffs & Payoffs, Writing With AI — With M.G. Siegler
- Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
- What Apple's Failures Say About AI's Limitations — With M.G. Siegler
- Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- 10 more episodes that year, every mention in 2025 →
2024 11 mentions in 2 episodes 6 per episode
Everything said about MG Siegler, oldest first
Apr 15, 2024 positive
Mayer: Consumer apps are stickier than people realize due to habits
“Well, I do think MG is right about one thing, which is that consumer apps tend to be stickier than people realize. Yes, there's low switching costs, you can try new things, but people do have their routines, they have their habits, and they do tend to stick wi…”
Jun 11, 2025 neutral
Siegler: AI Is a New UI Paradigm, Not an App Feature
“In a way, AI is a new UI, right? Like, and It's weird to think about in, in that way. But it really sort of, you need to, I think, think about it in that way. And so if you're trying to cram AI into sort of the older paradigms of UI and thinking like, oh, we n…”
Jun 11, 2025 bearish
Siegler: Retrofitting Old Voice Assistants With GenAI Is Harder Than Expected
“It's just a lot harder to sort of go back and try to shove this new technology into that old technology, even though on a surface level, they seem like they're similar. It seems like, you know, behind the scenes, they're not similar at all. And in fact, there'…”
Jun 11, 2025 positive
Siegler: Greenfield AI Hardware Has a Clearer Path Than Incumbents
“I do think that that path is probably a little bit more clear than what the, you know, the quote unquote incumbents or the big tech companies have right now because, you know, they just, they have all of this legacy and institutional knowledge of like what the…”
Nov 6, 2025 bearish
Siegler: AI spending requires AGI to avoid a massive business letdown
“Unless they do truly transform everything with the, you know, again, we call it, we can call it AGI. We can call it super, super intelligence. We can call it anything we want, but unless it truly transforms everything, it feels like it will be a, both a letdow…”
Nov 6, 2025 neutral
Nov 6, 2025 bearish
Siegler: An Nvidia earnings miss could trigger a cascading market selloff
“Even if everything goes great for all of these companies, if something just happens in the macro markets and like causes Nvidia to slip on earnings one quarter, you see like this cascading effect. It's not hard to see. Like you can see how all of a sudden they…”
Jan 13, 2026 negative
Siegler: AI Job Displacement Will Be Felt Faster Than Past Tech Transitions
“Even if you don't believe that there is likely a world in which a lot of just jobs are displaced and a lot of jobs are lost because of this technology. And that's not necessarily, as we've talked about before, it's not necessarily new in the history of all tec…”
Apr 10, 2026 bearish
Jun 8, 2026 positive
Siegler: AI agents will handle email directly, making email apps obsolete
“The success state of the future of email in AI is that we're not going to have to use it all the time, obviously. And instead it becomes like our agents basically emailing each other and us getting these like to do list app, right?”
Jul 6, 2026 neutral
Siegler: AI Coding Tools Require Invisible Abstraction to Reach the Masses
“Most people, even though it's easy, most people won't have a use case for sort of coding unless you move coding into like the more nebulous, like recipe idea, you know, sort of like Apple shortcuts or something where it's like, it is coding, but it's not reall…”