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. Chapters: 00:00 Apple’s AI Spending Bet 01:32 Apple’s CapEx Gap vs. Big Tech 06:42 Is Apple Right to Stay Out of the AI Arms Race? 12:05 How Apple Could Win or Lose in the AI Era 18:36 On-Device AI, iPhone, and Nvidia vs. Apple Silicon 23:03 Will John Ternus Change Apple’s AI Spending? 28:29 Siri’s Big Test at WWDC 31:40 Tim Cook to Ternus: Apple’s CEO Transition 34:43 Microsoft and OpenAI Rewrite Their Deal 46:40 What’s Really Going On With Stargate? 57:24 Why the Musk-Altman Fight Has to Wait Until June