Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
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
Did Google Just Fall Behind Again?, iPhone Fold Cometh, Anthropic Files To Go Public
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
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
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
More OpenAI Executive Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
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
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
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
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
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
Bonus: The DeepSeek Reckoning in Silicon Valley
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
TWiST News: M.G. Siegler Explains the Current Venture Crisis and Google’s Antitrust Woes | E2023
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
Apple Fails to Overreact to the AI Revolution — With M.G. Siegler
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
Apple's AI Play — With M.G. Siegler
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
Apple At A Crossroads: An Interview With GV Partner M.G. Siegler
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