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Spyglass
Insight from afar by M.G. Siegler

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Can Meta Buy the Future of AI?

Can Meta Buy the Future of AI?

Meta's 'Godfather' Offer

Meta's 'Godfather' Offer

Zuck's Eleven

Zuck's Eleven

Hey Siri, Time for that Lobotomy

Hey Siri, Time for that Lobotomy

Meta's Open Source AI Mistake

Meta's Open Source AI Mistake

Return of the MacBook?

Return of the MacBook?

Apple Finally Has a Hit Movie, But at What Cost?

Apple Finally Has a Hit Movie, But at What Cost?

$100M AI Signing Bonuses

$100M AI Signing Bonuses

Apple’s Pitt Stop

Apple’s Pitt Stop

Dr. Yes

Dr. Yes

Begun, the AI Browser Wars Have

Begun, the AI Browser Wars Have

Apple Lives Long Enough to Become the Ad Villain

Apple Lives Long Enough to Become the Ad Villain

Whittling Down Apple's Big AI M&A Options

Whittling Down Apple's Big AI M&A Options

Pixar Peters Out

Pixar Peters Out

Meta Hackquires a VC Fund

Meta Hackquires a VC Fund

Does Emo AI Dream of Mundane Tasks?

Does Emo AI Dream of Mundane Tasks?

You the User

You the User

Netflix Really Is TV Now

Netflix Really Is TV Now

OpenAI and Microsoft Risk Open War

OpenAI and Microsoft Risk Open War

Big Journalism Is Finally Losing... It

Big Journalism Is Finally Losing... It

Hackquisitions & Hackquihires

Hackquisitions & Hackquihires

While 'iOS 26' Will Ship in 2025, 'Siri 26' Will Ship in 2026

While 'iOS 26' Will Ship in 2025, 'Siri 26' Will Ship in 2026

Hungry. Foolish.

Hungry. Foolish.

The Mind-Blowing Mac-ness of iPadOS 26

The Mind-Blowing Mac-ness of iPadOS 26

Liquid Glasslighting

Liquid Glasslighting

Apple Tries to Hide AI Under Liquid Glass

Apple Tries to Hide AI Under Liquid Glass

Meta's $10B+ AI Reset

Meta's $10B+ AI Reset

Reasoning About the Reasoning of Reasoning Models

Reasoning About the Reasoning of Reasoning Models

Siri Doomed Apple in AI, Just Like Alexa Did with Amazon

Siri Doomed Apple in AI, Just Like Alexa Did with Amazon

Atlas Would Have Shrugged at 'Mountainhead'

Atlas Would Have Shrugged at 'Mountainhead'

The Menu Bar, HyperCard, the Double-Click

The Menu Bar, HyperCard, the Double-Click

Movie Theater Attendance Is An Issue So Let's Show More Ads

Movie Theater Attendance Is An Issue So Let's Show More Ads

Can Meta Make Headsets Happen?

Can Meta Make Headsets Happen?

App Store Changes Here to Stay with the Denial of Apple's Stay

App Store Changes Here to Stay with the Denial of Apple's Stay

Alphabet is Literally Worth Less Than the Sum of Its Parts

Alphabet is Literally Worth Less Than the Sum of Its Parts

The Washington Post's Plan to Become Forbes, or HuffPo, or Substack, or Something

The Washington Post's Plan to Become Forbes, or HuffPo, or Substack, or Something

The Fans Demand Netflix's 'Frankenstein' in Theaters

The Fans Demand Netflix's 'Frankenstein' in Theaters

Around Many Horns

Around Many Horns

With AI, Email May Actually Morph Into a Task List

With AI, Email May Actually Morph Into a Task List

'Stranger Things' Ends In Communal Binge Installments

'Stranger Things' Ends In Communal Binge Installments

"We've gone sideways."

"We've gone sideways."

Bring Back the True Detectives

Bring Back the True Detectives

Profiles in Courage: Apple Edition

Profiles in Courage: Apple Edition

NYT Lands an AI Partner, and Presumably a Lot of Money

NYT Lands an AI Partner, and Presumably a Lot of Money

Apple Veers Into Microsoft Branding Territory

Apple Veers Into Microsoft Branding Territory

Might Apple's Gaming Ambitions Have a Hidden Quest?

Might Apple's Gaming Ambitions Have a Hidden Quest?

Apple's Star Wars with Elon Musk

Apple's Star Wars with Elon Musk

A Cook In Trump's Doghouse

A Cook In Trump's Doghouse

Burning the Browser Boats

Burning the Browser Boats

Apple Still Searching For the Fountain of Good Movies

Apple Still Searching For the Fountain of Good Movies

The Stargate Data Center Layer Cake

The Stargate Data Center Layer Cake

Out of Pocket

Out of Pocket

Apple Eyes 2026 for Smart Glasses

Apple Eyes 2026 for Smart Glasses

The Anti iPhone

The Anti iPhone

OpenAI & IO

OpenAI & IO

Google Slams on the AI Gas

Google Slams on the AI Gas

An Epic Game

An Epic Game

The Geminification of Chrome

The Geminification of Chrome

Ovation Inflation Revisited

Ovation Inflation Revisited

There's No Free Lunch at Apple

There's No Free Lunch at Apple

Microsoft Zoom, Zoom, Zooms to the Defensive About AI

Microsoft Zoom, Zoom, Zooms to the Defensive About AI

Goo Goo Google

Goo Goo Google

"I had a little problem with Tim Cook yesterday..."

"I had a little problem with Tim Cook yesterday..."

It's Not Max. It's HBO Max. Again.

It's Not Max. It's HBO Max. Again.

On the Road to Airbnb's Reinvention

On the Road to Airbnb's Reinvention

"Not a Normal Company"

"Not a Normal Company"

Digital Skeletons in the AI Closet

Digital Skeletons in the AI Closet

Hollywood's 'Black Bag' Problem

Hollywood's 'Black Bag' Problem

ESPN Minus the Plus

ESPN Minus the Plus

Just Jony

Just Jony

Trying to Solve the Apple Safari Google Search Riddle

Trying to Solve the Apple Safari Google Search Riddle

Apple Hits Google's Battleship

Apple Hits Google's Battleship

“Get Book”

“Get Book”

Microsoft's OpenAI Equity Jigsaw Puzzle

Microsoft's OpenAI Equity Jigsaw Puzzle

OpenAI Attempts to Have Their For-Profit Cake and Eat It Too

OpenAI Attempts to Have Their For-Profit Cake and Eat It Too

Good Vibrations Between Apple & Anthropic

Good Vibrations Between Apple & Anthropic

Big Tech’s Big Stakes in Big AI

Big Tech’s Big Stakes in Big AI

The Year-Round iPhone

The Year-Round iPhone

Tim Cook Chose Poorly, Now Apple Can Choose Wisely

Tim Cook Chose Poorly, Now Apple Can Choose Wisely

Apple's Low Energy Earnings

Apple's Low Energy Earnings

Epic Won Because Everyone Won, Because Apple Lost

Epic Won Because Everyone Won, Because Apple Lost

Tim Sweeney’s Last Laugh

Tim Sweeney’s Last Laugh

Meta's Sloppy AI Social Network

Meta's Sloppy AI Social Network

Chrome Is Worth $100B+ to Google

Chrome Is Worth $100B+ to Google

Hey Jealousy

Hey Jealousy

In the Chat Where It Happens

In the Chat Where It Happens

Can the Web Browser Be the Disruptor Yet Again?

Can the Web Browser Be the Disruptor Yet Again?

Ted Sarandos Screams "Fire!" at the Movie Theaters

Ted Sarandos Screams "Fire!" at the Movie Theaters

Buy, Build, or Bury

Buy, Build, or Bury

HBO Became HBO Before HBO Could Become Netflix

HBO Became HBO Before HBO Could Become Netflix

Why Buy the Llama When You Can Get the Model For Free?

Why Buy the Llama When You Can Get the Model For Free?

OpenAI Open to the Idea of Buying a Browser with a Few Billion Users

OpenAI Open to the Idea of Buying a Browser with a Few Billion Users

Antitrust's Hindsight Problem

Antitrust's Hindsight Problem

o3, o4-mini, o4-mini-high, o My

o3, o4-mini, o4-mini-high, o My

The Meta Points of Meta's Trial

The Meta Points of Meta's Trial

A ChatGPT Social Feed Makes Fun and Practical Sense

A ChatGPT Social Feed Makes Fun and Practical Sense

The $1T Media Company

The $1T Media Company

Apple Adds 'Apple Ads'

Apple Adds 'Apple Ads'

Without Instagram, Meta is Screwed

Without Instagram, Meta is Screwed

Apple's "Faster Horses" Fallback Strategy

Apple's "Faster Horses" Fallback Strategy

Aug
06

OpenAI Figures Out Their Path Back to "Open"

#openai
Aug
04

Marvel, We Have a Superhero Problem

#movie theaters
Aug
02

Meta's 'Anti-Godfather' Offers

#meta
Aug
01

Apple Backed Into an AI Corner

#apple
Jul
30

A Personal Read of 'Personal Superintelligence'

#meta
Jul
30

Meta's 'MoE' Mistake

#llama
Jul
29

IMAX is More than Just a Bigger Screen, You Morons

#movie theaters
Jul
28

Microsoft Puts a Face to Their (Bad) AI Bot Name

#copilot
Jul
27

Marvel's 'Fantastic' Path Forward

#film
Jul
26

The Have Lots & the Have Nots

#money
Jul
24

A Mere Thought of a Flick of the Wrist

#meta
Jul
23

ESPN Looks to Ride the NFL to Streaming Success

#espn
Jul
22

'Stargate' Gazing

#openai
Jul
21

The Endless Rebranding of AI

#ai
Jul
19

The Killing of a Sacred Late Show

#paramount
Jul
18

The Great Okay Part II

#netflix
Jul
17

Meta’s AI Relativity Theory

#meta
Jul
15

Open Source AI was the Path Forward

#meta
Jul
12

An OpenAI Acquisition Turns Into a Google 'Hackqusition'...

#openai
Jul
10

Escalated, the AI Browser Wars Have – Quickly

#browsers