GV

M.G. Siegler is the author of Spyglass.org. Siegler joins Big Technology to discuss the race to build the AI super app and which companies are best positioned to win. Tune in to hear why OpenAI, Anthropic, Google, Microsoft, Meta, and Apple are all converging on the same idea: an AI interface that can handle more and more of your computing life. We also cover Apple’s new Siri, whether consumer AI will be won by default on the iPhone, and what World Cup automation says about our growing reliance on machines. Hit play for a sharp, wide-ranging conversation about where AI products are headed next. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

M.G. Siegler is the author of Spyglass.org. Siegler joins Big Technology to discuss whether Google is falling behind in AI as OpenAI and Anthropic push ahead with coding agents and super-app ambitions. Tune in to hear why AI agents may reshape the way people use the web, email, apps, and browsers, and why that could put Google in a difficult position. We also cover Apple’s upcoming WWDC, the rumored iPhone Fold, Meta’s messy subscription strategy, and Anthropic’s move toward an IPO. Hit play for a sharp, wide-ranging conversation on the biggest power shifts happening in tech right now. Join Big Technology's AI Summit on June 18: summit.bigtechnology.com --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss whether Apple made the right decision to hold off on spending a mid-sized country GDP worth of money on AI infrastructure, and whether the company's restraint will continue under incoming CEO John Ternus. We also cover OpenAI and Microsoft scrapping their "AGI" claude and whether Microsoft should've agreed to let OpenAI work with Amazon. We round off with a state of Stargate and where the risk is in the AI buildout. Tune in for a high-energy conversation about AI and tech's most pressing issues. ——— Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

MG Siegler returns to the show to discuss Apple’s announcement that Tim Cook is stepping aside (into the role of executive chairman) and John Ternus will become CEO. Sponsored by: Squarespace: Save 10% off your first purchase of a website or domain using code TALKSHOW. Drafts: The Swiss Army knife for text on all your Apple devices. Act now to get your first year of Drafts Pro for 50% off. Finalist: A daily planner for iPhone, iPad and Mac, built on proven paper-based planning methods. Use this link to get six months free. Transcripts: Unofficial but surprisingly good. Links: Apple Newsroom: “Tim Cook to become Apple Executive Chairman; John Ternus to become Apple CEO”. “Johny Srouji named Apple’s Chief Hardware Officer”. MG, at Spyglass: “A Cook’s Tour”. “John Ternus’s Magic Show”. Yours truly: “Another Day Has Come”. “Time to Serve Some Delicious Claim Chowder Regarding the Cook-Ternus CEO Transition”. “The New York Times Printed the Wrong Crossword Grid Last Sunday, and I Find That Timing Serendipitous”. Steven Levy: “Apple’s Next CEO Needs to Launch a Killer AI Product” (paywall-busting Apple News+ link). 2008: “Joe Nocera Gets a Call From Steve Jobs”. 2010, regarding Mark Papermaster, whom Steve Jobs fired just weeks after the iPhone 4 antennagate press conference: “Papermaster and That Damn Antenna.” “Look at how many blueberries your muffin has, and how many mine has. Yours is falling apart. I have nothing.” This episode of The Talk Show was edited by Caleb Sexton.

MG Siegler

Tech Journalist / Investor

GV

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss latest turmoil inside OpenAI, what the reported tension between CEO Sam Altman and CFO Sarah Friar says about the company’s spending and IPO plans, and whether Anthropic or OpenAI is better positioned to win the agentic AI battle. We also cover Apple’s latest Siri plans, whether Apple should try to buy Anthropic, and why Meta still hasn’t found its next big hit beyond advertising. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss the latest on the Pentagon’s clash with Anthropic, why OpenAI stepped in to take the deal, and what comes next for Anthropic and its CEO Dario Amodei. Tune in to hear what the “supply chain risk” label could mean and AI’s growing role in defense work. We also cover Apple’s rumored trio of AI devices, Siri’s latest delays, and the Netflix–Warner Bros. Discovery deal falling apart as Paramount jumps in. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

M.G. Siegler of Spyglass is back for our monthly tech news discussion. M.G. joins us to discuss Moltbook, the new Reddit-style social network where 150,000 AI agents are chatting, upvoting, and even proposing their own private language to keep humans out. Tune in to hear whether this is a preview of the singularity or just elaborate role-play—and why the security vulnerabilities are genuinely concerning. We also cover NVIDIA quietly backing away from its $100 billion OpenAI deal, Apple's record quarter that Wall Street shrugged off, and OpenAI's race to IPO before Anthropic (with Elon potentially beating them both). Hit play for a conversation about where AI is heading and what it means when the bots start talking to each other. Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

Tom Hulme is a General Partner @ GV and leads GV's European investing. He has led rounds in Monzo, Nothing, GoCardless, Lemonade, Snyk and is widely considered one of the best investors in Europe. Stan Boland is one of the most successful and respected entrepreneurs in the UK. In 1999, he co-founded Element 14 which was acquired by Broadcom in 2000 for $640 million. Following this, Boland co-founded Icera Inc. in 2002, a fabless semiconductor company which he sold to Nvidia for $367 million. In Today's Discussion We Cover: 04:26 Is The UK's Biggest Problem a Talent Problem 09:50 Why We Need to Flood the UK With Venture Capital 10:38 What Europe Can Learn from Stripe and the Collisons 15:21 How the UK Can Use Visas to Retain the Best Talent 16:46 Why the Government Needs to Put 10x More Cash Into Fund of Funds 24:32 Is the London Stock Exchange F****** and Does it Matter? 34:38 What The UK Can Learn From Sequoia and the Norwegian Sovereign Wealth Fund 40:42 What is a "National Goal for Wealth Creation" & How Do We Implement It? 48:10 What are the Most Broken Elements of the UK Tax Regime 52:11 Is It Stupid to Remove the Non-Dom Tax Status 53:15 Why is Now the Time to Be Bullish on China 01:00:19 Biggest Lessons from Working with Jensen Huang 01:08:04 Quick Fire Round: Insights and Predictions

Tom Hulme

General Partner

GV

Stan Boland

Co-Founder

FiveAI

MG Siegler returns to the show to talk about the drama surrounding Siri and Apple Intelligence. Sponsored by: WorkOS: The modern identity platform for B2B SaaS — free up to 1 million monthly active users. Check out their latest features from Launch Week. BetterHelp: Give online therapy a try at BetterHelp and get on your way to being your best self. OpenCase: MagSafe perfected that's thinner, lighter, and more secure. Save 10% with code TALKSHOW. Unofficial but surprisingly good transcripts. Links: Daring Fireball posts: Apple Is Delaying the ‘More Personalized Siri’ Apple Intelligence Features Something Is Rotten in the State of Cupertino Gurman: Tim Cook Has Put Mike Rockwell in Charge of Siri, Reporting to Craig Federighi A Postscript on the Singular Nature of Mark Gurman’s Reporting Posts from MG at Spyglass, which you should subscribe to: Apple Joins the Navy Siri’s Quixotic Swim to Hawaii The Siri Shuffle MG’s March 2011 scoop at TechCrunch, “Legends of the Fall, Apple Style”, which correctly called the iPhone 4S moving from an annual June ship date to the fall (where it’s remained ever since), and the first suggestion that “Siri”, a startup Apple had acquired the year before, would be a big part of iOS 5. AI labs that might, maybe, be acquisition targets for Apple: Anthropic (Claude) Perplexity Mistral Safe Superintelligence Inc. (easily the best / most confident website of the bunch) Thinking Machines (their website wishes it were SSI’s) Steve Jobs, taking Q&A at WWDC 1997: “You’ve got to start with the customer experience and work backwards to the technology. You can’t start with the technology and try to figure out where you’re going to try and sell it.” This episode of The Talk Show was edited by Caleb Sexton.

MG Siegler

Tech Journalist / Investor

GV

M.G. Siegler is a writer and investor and the author of Spyglass. Siegler joins Big Technology for a bonus depisode to discuss DeepSeek R1, the Chinese open-source AI model and its impact on the tech industry. Tune in to hear why DeepSeek's ability to match OpenAI's performance at just 3-5% of the cost could upend the AI industry's economic model. We also cover the immediate market fallout, why Silicon Valley's scaling hypothesis might be invalidated, and what this means for companies like Microsoft, Google, and NVIDIA. Hit play for a timely analysis of one of the most significant developments in AI that could reshape the technology landscape. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

Why was Blockbuster so successful? Was it the DVD that killed Blockbuster? What was the deal with late fees? Is there any way Blockbuster, not Netflix, could have won out in the end? Special guest: Venture Capitalist and Writer MG Siegler! Subscribe to RAD! 80s90s History! Learn more about your ad choices. Visit megaphone.fm/adchoices

MG Siegler

Tech Journalist / Investor

GV

This Week in Startups is brought to you by… Gusto is easy online payroll, benefits, and HR built for modern small businesses. Get three months free when you run your first payroll at https://www.gusto.com/twist *Gusto pricing shown in ad is based on pricing prior to March 2025 Oracle - Save up to 50% on your cloud bill at ⁠https://w⁠⁠⁠⁠ww.oracle.com/twist Linear. Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist * Todays show: M.G. Siegler joins Jason and Alex to discuss the current venture capital crisis (14:11), and challenges in the venture industry, particularly in early-stage returns and high valuations (18:42). They also address future exits and the impact of regulatory measures on M&A (27:14), Google's antitrust case (49:08), and much more! * Timestamps: (0:00) M.G. Siegler joins Jason and Alex (5:05) M.G. Siegler's journey from journalism to venture capital (8:33) Differences between journalism and venture capital (10:02) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist (11:02) Media training and transparency in companies (14:11) Venture capital's current state and CRV's capital return (16:23) Challenges and opportunities in the venture industry (18:42) Early stage venture returns and the impact of high valuations (21:42) Oracle - Try OCI and save up to 50% on your cloud bill atat https://w⁠⁠⁠⁠ww.oracle.com/twist (23:07) Future exits and liquidity evaluations in startups (27:14) Acquisitions, hackquisitions, and regulatory impact on M&A (34:09) Venture capital dynamics and fundraising during market downturn (35:48) Predictions for the startup market recovery (38:02) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist (38:57) AI competition among tech giants and Meta's hardware challenges (45:47) Venture capital dynamics and favorite AI tools (49:08) Google's antitrust case (55:25) Possible effects of opening Google's search API (1:03:41) Potential Google spin-offs (1:06:27) Audience Q&A * Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Mentioned on the show: https://www.cnbc.com/2024/10/08/doj-indicates-its-considering-google-breakup-following-monopoly-ruling.html https://spyglass.org/vc-crisis * Follow M.G. Siegler: X: https://x.com/mgsiegler LinkedIn: https://www.linkedin.com/in/mgsiegler/?originalSubdomain=uk Check out: https://www.spyglass.org * Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Thank you to our partners: (10:02) Gusto - Get three months free when you run your first payroll at https://gusto.com/twist *Gusto pricing shown in ad is based on pricing prior to March 2025 (21:42) Oracle - Try OCI and save up to 50% on your cloud bill atat https://w⁠⁠⁠⁠ww.oracle.com/twist (38:02) Linear - Streamline issues, projects, and product roadmaps in a tool your team will actually enjoy using. Get 25% off at https://www.linear.app/twist * Great TWIST interviews: Will Guidara,Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta,Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason’s suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

M.G. Siegler

General Partner

GVSpyglass

M.G. Siegler of Spyglass is back to recap Apple's big AI-themed WWDC event and look ahead to AI's broader potential moving forward. Tune for an in-depth analysis of Apple's new AI features, and what they say about the strengths and limitations of the current AI models. We cover whether the new features will lead to an iPhone upgrade cycle, the stock market's reaction, Elon Musk getting angry about the event, why OpenAI played a smaller role than many anticipated, Apple's potential robotics future, and where Apple stands after the big reveal. Hit play for a timely conversation that goes beyond the hype to examine the real-world implications of Apple's foray into AI. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

Special guest M.G. Siegler returns to the show to talk about the new iPad Pros, the iPadOS/MacOS functional gulf, the OpenAI/Scarlett Johansson controversy, and M.G.'s new blog [Spyglass](https://spyglass.org/). Sponsored by: + [Pine Works](https://pineworks.co/) is a design and development agency with good ethics and strong opinions. World-class apps, websites, and digital products. + [Squarespace](https://squarespace.com/talkshow): Make your next move. Use code __talkshow__ for 10% off your first order. Links: + [Spyglass](https://spyglass.org/), M.G.'s excellent new blog. + "[The Problem is Safari for iPad](https://spyglass.org/ipados-safari/)" + "[Microsoft Kicks x86 to the Curb](https://spyglass.org/microsoft-knifes-intel/)" + "[Who Is She in 'Her'?](https://spyglass.org/samantha-sky-scarlett-ai-voice/)" + On letting iPads run MacOS, somehow: "[These Are Not Two Separate Devices...](https://spyglass.org/the-ipad-pro-macos/)" + "[Ovation Inflation](https://spyglass.org/ovation-inflation-at-cannes/)" + [Yours truly's review of the new iPad Pro, Magic Keyboard, and Pencil Pro](https://daringfireball.net/2024/05/the_m4_ipad_pros). + "[Unfrosted](https://www.netflix.com/title/81481606)" -- Jerry Seinfeld's zany new movie for Netflix. *This episode of The Talk Show was edited by Caleb Sexton.*

MG Siegler

Tech Journalist / Investor

GV

Tom Hulme is a Managing Partner of GV (Google Ventures), and leads the European team. Today, GV has over $10BN in AUM and Tom has led investments in Lemonade.com (IPO), Snyk, Secret Escapes, Blockchain.com, GoCardless, Blue Vision Labs (exited to Lyft), and Currency Cloud (exited to Visa). Prior to joining venture full-time, Tom was one of Europe's most successful angel investors with a 5x DPI track record and 20x+ TVPI. In Today's Episode with Tom Hulme We Discuss: 1. Lessons from a 24x TVPI Angel Track Record: What are Tom's biggest lessons from his biggest winners angel investing? What are Tom's biggest takeaways from the 0's in his angel track record? What is the biggest advice Tom would give to angel investors starting out today? What are the single biggest mistakes Tom sees angel investors make today? 2. The Four Pillars of Venture Capital: What does Tom believe are the four key components of being successful as a VC? Why does Tom describe VC as "being a founder on anti-depressants"? How does Tom categorise the three different types of investors that exist? Sourcing, selecting, servicing: What is Tom best at and what is he worst at? 3. The Conventional Wisdom in Venture That is Not True: Why does Tom believe it is BS that you should never sell your winners? Why does Tom believe he has never had complete conviction in any of the companies he invests in? Why does Tom believe the "everything has to be a fund returner mindset" is BS? Why naivety doesn't lead to great founders? Why employees at rocketships are the best founders? 4. AI: Foundation Models, Generative AI, The Incumbents: Where Does the Value Go: Does Tom believe there is money to be made investing in foundation models? Why does Tom liken investing in foundation models to investing in power stations? Where does Tom believe there is value in the application layer? Why does Tom think that generative AI is largely a sustaining innovation? Why does Tom think Microsoft will win the next wave of AI? Who else is well-positioned? Why does Tom believe there is a correlation between those that fear monger around AGI and those that need funding for their businesses?

Tom Hulme

General Partner

GV

M.G. Siegler is a venture partner at GV, formerly google ventures, and the author of Spyglass. He joins Big Technology Podcast to discuss what Apple may have cooking for its AI-themed WWDC event in June. We discuss what Apple may do on the consumer front, including how much of iOS it's willing to change in service of AI features. And then we dig into its potential AI play for developers, including on-device processing and its own foundational model. We also talk about its interest in robotics. Tune in for a deep dive into Apple's AI options as it gears up for big announcements in the coming months. ---- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology Premium? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

MG Siegler returns to the show to talk about last week’s surprise announcement from Apple settling a class action lawsuit filed on behalf of U.S. App Store developers, and the various reactions to it. Also, a bit on App Store payment processing, and some speculation on who might succeed Tim Cook. Sponsored by: Squarespace: Make your next move. Use code talkshow for 10% off your first order. Mack Weldon: Reinventing men’s basics with smart design, premium fabrics, and simple shopping. Get 20% off your first order with code talkshow. Linode: Instantly deploy and manage an SSD server in the Linode Cloud. New accounts get a $100 credit. Made In: Better cookware for better meals. Get 15% off your first order with code THETALKSHOW. Links: Apple’s masterful press release that got them just the headlines they were hoping to get. Techmeme’s roundup of Big Press headlines regarding Apple’s settlement proposal for the class action lawsuit regarding the App Store in the U.S. Bloomberg got it right: “Apple Settles With App Developers Without Making Major Concessions”. Ryan Jones’s excellent Twitter thread that accurately depicts the actual nature of Apple’s settlement proposal. Jack Nicas’s column for the NYT: “Why Apple Won Its Legal Settlement With Developers”. MG on Apple’s press release: “Thank You, Apple! May We Have Another?”. And MG’s follow-up, “Apple Accentuates the Positive”. Apple’s earlier-on-Thursday announcement regarding the News Partner Program. Phil Schiller’s 2011 memo asking “Do we think our 70/30 split will last forever?”. Mark Gurman’s latest column, speculating on who might succeed Tim Cook as CEO. The Peter Principle — “a concept in management developed by Laurence J. Peter, which observes that people in a hierarchy tend to rise to their ‘maximum level of incompetence’”. (I blew it and said “Pareto Principle” on air, which is an entirely different thing, but also interesting.) Randy Johnson hits a bird with a pitch during a 2001 preseason MLB game. This episode of The Talk Show was edited by Caleb Sexton.

MG Siegler

Tech Journalist / Investor

GV

MG Siegler returns to the show to talk about Apple Watch, the future of premium TV and movies, and a preview of next week’s “Hi, Speed” Apple event. Sponsored by: Nest Payroll: Easily pay your nanny, caregiver, or housekeeper quickly and legally. Use promocode talkshow30 to get your first 30 days free. Squarespace: Make your next move. Use code talkshow for 10% off your first order. Feals: Premium CBD delivered directly to your doorstep. Get 50% off your first order with free shipping. Links: MG on Apple Watch Series 6, and why he swapped Graphite stainless steel for blue aluminum. MG on App Clips and the Clip demo of the game Phoenix 2. “Apple, Influence, and Ive” — Ben Clymer’s 2018 profile of Jony Ive for Hodinkee. The seminal 2018 town hall meeting led by John Stankey, the longtime AT&T executive who now oversees HBO, that foreshadowed HBO’s decline. Christopher Nolan’s work on the 2018 50th anniversary “unrestored” print of Kubrick’s 2001: A Space Odyssey. Nolan’s ill-advised decision to force Tenet into theaters amidst the COVID pandemic. Mission Impossible: Ghost Protocol — perhaps the best film in a great series, directed by Brad Bird. Cary Joji Fukunaga — director of the astounding first season of True Detective and the upcoming No Time to Die James Bond film. Michael Clayton — quietly great movie by Tony Gilroy, starring George Clooney. DisneyQuest, the aborted urban entertainment center in Philly that Disney never built in the late 1990s. United States v. Paramount Pictures, Inc. — 1948 Supreme Court antitrust case that resulted in movie studios being banned from owning theaters. This episode of The Talk Show was edited by Caleb Sexton.

MG Siegler

Tech Journalist / Investor

GV

For years, Apple had a clear identity: It was the world’s best devices maker. Today, the company is trying to balance that identity with a new emphasis on software and services. To discuss this shift and what it means for Apple’s future, I sat down with my favorite Apple writer, GV Partner M.G. Siegler, who once covered the company for Techcrunch and continues to write about it on Medium while still working his day job. Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler

General Partner

GVSpyglass

Very special guest MG Siegler returns to the show. Topics include Apple’s original content strategy and a general look at the state of the company. Sponsors Things: The award-winning personal task manager that helps you achieve your goals -- an outstanding native app for Mac and iOS. Casper: Save $50 off select mattresses with code talkshow. Terms and conditions apply. Linode: Instantly deploy and manage an SSD server in the Linode Cloud. Get a server running in seconds with your choice of Linux distro, resources, and node location. Links 500ish Words — MG’s blog. Oprah Winfrey talks Apple with The Hollywood Reporter. SteelSeries Nimbus game controller for Apple TV ($50). “Talk the Thrones” — The Ringer’s post-Game of Thrones livecast. This episode of The Talk Show was edited by Caleb Sexton.

MG Siegler

Tech Journalist / Investor

GV

You know MG Siegler. Once upon a time, he was one of the most prominent tech journalists in the land, when he wrote for TechCrunch. Now-a-days he is a prominent venture capitalist at GV. But he still likes to talk about gadgets. Maybe you’ve heard him do so on Gruber’s podcast. Today’s bonus episode is nothing sophisticated, no deep-dive level of journalism… it’s just two dudes looking at the recent slate of foldable phones and deciding if we want one. Logianalytics.com/ride Linkedin.com/ride Subscribe to the Premium, Ad-Free Podcast Feed! Learn more about your ad choices. Visit megaphone.fm/adchoices

MG Siegler

Tech Journalist / Investor

GV

MG Siegler returns to the show. Topics includes Virgin America's sad fate as a subsidiary of Alaska Airlines, the Touch Bar on the new MacBook Pros, "doing work" on an iPad Pro, Walt Mossberg, the absurd bloat of iOS apps, Clips, Netflix and Amazon's spending on video, and more. Sponsored by: Squarespace: Make your next move. Use code gruber for 10% off your first order. Eero: Finally, Wi-Fi that works. Fracture: Your photos, printed directly on glass. Great gift idea. Links: MG: The Great Laptop Stagnation. MG: Death of a Virgin. MG: The Squid. Columbia Journalism Review's interview with Walt Mossberg. Mark Gurman's new weekly video show for Bloomberg. This episode of The Talk Show was edited by Caleb Sexton.

MG Siegler

Tech Journalist / Investor

GV

Special guest MG Siegler returns to the show. (Finally.) Topics include rumors of an upcoming Siri SDK and an Amazon Echo-like device from Apple, the future of the MacBook lineup, Peter Thiel's secretive role as the financial backer of Hulk Hogan's lawsuit against Gawker, and my hatred of Roman numerals. Sponsored by: Wealthfront: An automated investment service with over $3 billion in client assets under management. Audible.com: With over 250,000 audiobooks, you’ll find what you’re looking for. Get a free 30-day trial. Casper: An obsessively engineered mattress at a shockingly fair price. Use code thetalkshow for $50 toward your mattress. Links: 500ish Words -- the new home for MG's writing. Why do movie studios use Roman numerals for the copyright year in end credits? Felix Salmon on the strategy behind Peter Thiel's heretofore secret campaign to bankrupt Gawker. 9to5Mac on purported upcoming MacBook Pros that replace the function keys with an LED touchscreen. The Optimus Popularis -- a humongous $1500 keyboard where each key cap is a small LED. This episode of The Talk Show was edited by Caleb Sexton.

MG Siegler

Tech Journalist / Investor

GV

MG Siegler returns to the show, reporting from London. Topics include last week’s blockbuster earnings report from Apple, the increasingly imminent Apple Watch, phone display sizes, the impact of China on sales, rethinking the intended purpose and success of the iPhone 5C, speculation on Apple’s 2015 product roadmap, and whether Bluetooth is the future for mass market earbuds and headphones. Sponsored by: Oscar: A new kind of health insurance company. Fracture: Your pictures, printed directly on glass. Use code “daringfireball” and save 15 percent. Backblaze: Unlimited, unthrottled online backup for your Mac for just $5 per month. Links: Red Obsession: Interesting 2011 documentary on the wine industry and China’s growing role in it. Currently available for streaming on Netflix. MG Siegler on the iPhone 5C back in April 2014: “The iPhone 5C Billboard Assault”. Apple’s outstanding Q1 2015 results. Samsung’s not-so-good results.

MG Siegler

Tech Journalist / Investor

GV