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Spyglass
Insight from afar by M.G. Siegler

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The Wearable iPhone

The Wearable iPhone

Two AI Roads Diverged...

Two AI Roads Diverged...

"Hey, There's a Bubble."

"Hey, There's a Bubble."

IPOpenAI

IPOpenAI

OpenAI's Local AI Device Dreams

OpenAI's Local AI Device Dreams

Apple Finally Agrees to Fix Siri

Apple Finally Agrees to Fix Siri

Google's Epic Play Store Trade Puts More Pressure on Apple

Google's Epic Play Store Trade Puts More Pressure on Apple

AI is Breaking the Browser's Back

AI is Breaking the Browser's Back

How Low Will Apple Go?

How Low Will Apple Go?

Buyer Beware Big Tech Gains (and Losses) Boosted By Big AI

Buyer Beware Big Tech Gains (and Losses) Boosted By Big AI

Apple Services Guns for the iPhone Business

Apple Services Guns for the iPhone Business

OpenAI Gets Their Cake and Microsoft Gets Their Stake

OpenAI Gets Their Cake and Microsoft Gets Their Stake

Netflix's New Goal May Be to Buy HBO Before HBO Can Be Bought

Netflix's New Goal May Be to Buy HBO Before HBO Can Be Bought

Apple Delays the Silly Big Foldable iPad

Apple Delays the Silly Big Foldable iPad

Microsoft's Halo Mary

Microsoft's Halo Mary

Anthropic's Big Tech Strategy Deepens...

Anthropic's Big Tech Strategy Deepens...

Netflix Thaws Their Theatrical Stance

Netflix Thaws Their Theatrical Stance

Some Thoughts on ChatGPT Atlas

Some Thoughts on ChatGPT Atlas

AGI or Bust

AGI or Bust

The Checkered Flag is Out, Apple Finally Takes F1 Rights

The Checkered Flag is Out, Apple Finally Takes F1 Rights

Apple's AI Brain Bleed

Apple's AI Brain Bleed

Spotify & Netflix Gun for YouTube's Eyeballs

Spotify & Netflix Gun for YouTube's Eyeballs

OpenAI’s Rising Tide Strategy

OpenAI’s Rising Tide Strategy

Amazon Feels the 'Heat 2'

Amazon Feels the 'Heat 2'

OpenAI's Digital Assistant Device

OpenAI's Digital Assistant Device

Sora’s Slop Hits Different

Sora’s Slop Hits Different

Apple Confronts the Vision Pro Mistake

Apple Confronts the Vision Pro Mistake

Sora Soars

Sora Soars

Thoughts on New Apple Things

Thoughts on New Apple Things

Grading Alexa+ on a Curve

Grading Alexa+ on a Curve

Kill the Cookie Consents

Kill the Cookie Consents

One Box Office Battle After Another

One Box Office Battle After Another

The Mysterious "New Ideas" for AI Data Center Build Outs...

The Mysterious "New Ideas" for AI Data Center Build Outs...

TikTok's American Dream

TikTok's American Dream

Apple Steps In It With Hollywood, Again

Apple Steps In It With Hollywood, Again

OpenAI Sells Its Stake to Win AI

OpenAI Sells Its Stake to Win AI

NVIDIA (Intends to) Invest (Up to) $100B in OpenAI (Over Time)

NVIDIA (Intends to) Invest (Up to) $100B in OpenAI (Over Time)

Meta Reframes Their Reality

Meta Reframes Their Reality

Apple’s Flight to Safety

Apple’s Flight to Safety

Meta Looks to Overcome the 'Glasshole' Stigma

Meta Looks to Overcome the 'Glasshole' Stigma

OpenAI & Microsoft Agree to Agree, Tentatively

OpenAI & Microsoft Agree to Agree, Tentatively

Paramount Skydance's Blockbuster Bid for Warner Bros Discovery

Paramount Skydance's Blockbuster Bid for Warner Bros Discovery

Apple's 'Plateau' Event

Apple's 'Plateau' Event

Sony's 'KPop' Gift

Sony's 'KPop' Gift

OpenAI Needs to Build Google Cloud Before Google Can Build ChatGPT...

OpenAI Needs to Build Google Cloud Before Google Can Build ChatGPT...

A Cynical Read on Anthropic's Book Settlement

A Cynical Read on Anthropic's Book Settlement

Apple and Google Are So Back

Apple and Google Are So Back

Instagram is No Longer Instagram

Instagram is No Longer Instagram

Google, Apple, and Mozilla Win in the Antitrust Case Google Lost

Google, Apple, and Mozilla Win in the Antitrust Case Google Lost

My Expensive Streaming Bundle

My Expensive Streaming Bundle

Apple Weighs the Voting Machine

Apple Weighs the Voting Machine

KPopping Netflix's Theatrical Stance

KPopping Netflix's Theatrical Stance

Apple's Great AI Bake Off

Apple's Great AI Bake Off

Peering Back at the OpenAI "Constellations"

Peering Back at the OpenAI "Constellations"

Google's Distractingly Smarmy Pixel Event

Google's Distractingly Smarmy Pixel Event

Super Ultra Megaintelligence™

Super Ultra Megaintelligence™

The Scale is New, the Idea Isn't

The Scale is New, the Idea Isn't

Meta Shoves More Shit Into IG

Meta Shoves More Shit Into IG

M.S.N.O.W.

M.S.N.O.W.

The US Government Inside Intel

The US Government Inside Intel

I Decree: Paramount Should Buy IMAX

I Decree: Paramount Should Buy IMAX

Perplexity's Perplexing and Positively PR Offer to Buy Chrome

Perplexity's Perplexing and Positively PR Offer to Buy Chrome

OpenAI Moves Fast and Breaks ChatGPT

OpenAI Moves Fast and Breaks ChatGPT

The Art of the Quid Pro Quo

The Art of the Quid Pro Quo

The Captains of CapEx

The Captains of CapEx

Tim Cook's Golden Gift

Tim Cook's Golden Gift

OpenAI Figures Out Their Path Back to "Open"

OpenAI Figures Out Their Path Back to "Open"

"Open" Comes Back to Bite Google

"Open" Comes Back to Bite Google

Marvel, We Have a Superhero Problem

Marvel, We Have a Superhero Problem

Meta's 'Anti-Godfather' Offers

Meta's 'Anti-Godfather' Offers

Apple Backed Into an AI Corner

Apple Backed Into an AI Corner

A Personal Read of 'Personal Superintelligence'

A Personal Read of 'Personal Superintelligence'

Meta's 'MoE' Mistake

Meta's 'MoE' Mistake

IMAX is More than Just a Bigger Screen, You Morons

IMAX is More than Just a Bigger Screen, You Morons

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

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

The Have Lots & the Have Nots

The Have Lots & the Have Nots

Big Tech's Big Hedge with Big AI

Big Tech's Big Hedge with Big AI

ESPN Looks to Ride the NFL to Streaming Success

ESPN Looks to Ride the NFL to Streaming Success

AI Can Reproduce Writing, But Not the Process of Writing

AI Can Reproduce Writing, But Not the Process of Writing

'Stargate' Gazing

'Stargate' Gazing

The Endless Rebranding of AI

The Endless Rebranding of AI

The Killing of a Sacred Late Show

The Killing of a Sacred Late Show

The Great Okay Part II

The Great Okay Part II

Meta’s AI Relativity Theory

Meta’s AI Relativity Theory

Open Source AI was the Path Forward

Open Source AI was the Path Forward

We're Seemingly Still in the "Throw Money At It" AI Era...

We're Seemingly Still in the "Throw Money At It" AI Era...

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

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

Escalated, the AI Browser Wars Have – Quickly

Escalated, the AI Browser Wars Have – Quickly

Apple is Ripe

Apple is Ripe

Apple's Formula for F1

Apple's Formula for F1

iPadOS 26 Turns the iPad Into a Sort of 'Mac Jr.'

iPadOS 26 Turns the iPad Into a Sort of 'Mac Jr.'

Taking a Bite Out of the Latest Box Office "Records"

Taking a Bite Out of the Latest Box Office "Records"

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

Dec
29

2025 Predictions Revisited

#predictions
Dec
28

Apple's 'Pluribus' Slop

#apple
Dec
25

NVIDIA’s Christmas Eve 'Hackquisition' Miracle

#nvidia
Dec
19

Signal: End of the 2025 Line 📧

#newsletter
Dec
17

YouTube Hands the Best Acquisition Oscar to Netflix

#hollywood
Dec
17

ChatGPT Starts to Break the Bounds of Chat

#openai
Dec
16

Congrats Regulators, You Killed Roomba

#antitrust
Dec
12

Signal: Grabbing the Popcorn 📧

#newsletter
Dec
11

OpenAI Strikes Back

#openai
Dec
09

Has Netflix Truly Found Religion in Movie Theaters?

#hollywood
Dec
06

Oh No, a Tech Company is Buying a Movie Studio

#hollywood
Dec
05

Signal: Streaming Time is a Flat Circle 📧

#newsletter
Dec
05

The Albanian Army Closes in on Warner Bros

#netflix
Dec
04

Drop the 'Meta'. It's Cleaner.

#meta
Dec
04

Live and Let Dye

#design
Dec
02

The AI Snow Globe is Shaken

#ai
Dec
02

With Both Apple & AI, Timing Remains Everything

#podcasts
Dec
01

Intel Inside, In a Way

#apple