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Spyglass
Insight from afar by M.G. Siegler

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NVIDIA and the Case of the Missing $100B OpenAI Investment

NVIDIA and the Case of the Missing $100B OpenAI Investment

Where the Wild Bots Are

Where the Wild Bots Are

Meta Bets the Farm, Apple Milks the Cows

Meta Bets the Farm, Apple Milks the Cows

The Anyone-But-Google AI Alliance

The Anyone-But-Google AI Alliance

Apple's Dark Knight

Apple's Dark Knight

DeepSought

DeepSought

Aside From That, Mr. Cook, What Did You Think of the Movie?

Aside From That, Mr. Cook, What Did You Think of the Movie?

The Clock Starts for Star Wars: Episode X

The Clock Starts for Star Wars: Episode X

Apple's Twin Suns

Apple's Twin Suns

Pinning Hopes on New AI Hardware – Again – Even Apple

Pinning Hopes on New AI Hardware – Again – Even Apple

An Actual AiPhone

An Actual AiPhone

Make TVs Great Again

Make TVs Great Again

Hollywood Cuts Off Its Future to Spite Its Present

Hollywood Cuts Off Its Future to Spite Its Present

My Boy's Wicked Smart on AI

My Boy's Wicked Smart on AI

Will OpenAI Ads Click with Users?

Will OpenAI Ads Click with Users?

AI's Perception Problems

AI's Perception Problems

The Vision Pro Slam Dunk

The Vision Pro Slam Dunk

"Hello, Computer."

"Hello, Computer."

And the Winner of Apple's Great AI Bakeoff is... Google

And the Winner of Apple's Great AI Bakeoff is... Google

AI Needs Its Steve Jobs

AI Needs Its Steve Jobs

The "AI-Generated Hit Movie" Horror Story

The "AI-Generated Hit Movie" Horror Story

The Incredible Valuation Heights of the OpenAI "Constellations"

The Incredible Valuation Heights of the OpenAI "Constellations"

Gmail's First Lunge Towards Stabbing Email to Death with AI

Gmail's First Lunge Towards Stabbing Email to Death with AI

Microsoft's Would-Have-Been $30B "Hackquisition" of OpenAI

Microsoft's Would-Have-Been $30B "Hackquisition" of OpenAI

Microsoft 365 XP Copilot 3.11 for Workgroups Office 2024 app

Microsoft 365 XP Copilot 3.11 for Workgroups Office 2024 app

Stranger Things Have Happened Than Netflix's Theatrical Success

Stranger Things Have Happened Than Netflix's Theatrical Success

10 Big Predictions for 2026

10 Big Predictions for 2026

Manus: The Hands of AI Fate

Manus: The Hands of AI Fate

2025 Predictions Revisited

2025 Predictions Revisited

Apple's 'Pluribus' Slop

Apple's 'Pluribus' Slop

NVIDIA’s Christmas Eve 'Hackquisition' Miracle

NVIDIA’s Christmas Eve 'Hackquisition' Miracle

The AI Chaos Ladder

The AI Chaos Ladder

ChatGPT Starts to Break the Bounds of Chat

ChatGPT Starts to Break the Bounds of Chat

Conflicts & Interests in AI

Conflicts & Interests in AI

Congrats Regulators, You Killed Roomba

Congrats Regulators, You Killed Roomba

The Grand Netflix Hollywood Unification Theory

The Grand Netflix Hollywood Unification Theory

The Trillion Dollar Business Staring Apple in the Face

The Trillion Dollar Business Staring Apple in the Face

OpenAI Strikes Back

OpenAI Strikes Back

Meta Bought a Headache

Meta Bought a Headache

Has Netflix Truly Found Religion in Movie Theaters?

Has Netflix Truly Found Religion in Movie Theaters?

Apple Turnover

Apple Turnover

Oh No, a Tech Company is Buying a Movie Studio

Oh No, a Tech Company is Buying a Movie Studio

The Albanian Army Closes in on Warner Bros

The Albanian Army Closes in on Warner Bros

Drop the 'Meta'. It's Cleaner.

Drop the 'Meta'. It's Cleaner.

Live and Let Dye

Live and Let Dye

OpenAI's One Battle After Another

OpenAI's One Battle After Another

The AI Snow Globe is Shaken

The AI Snow Globe is Shaken

Intel Inside, In a Way

Intel Inside, In a Way

DeepMind Should Make the UK Proud and Embarrassed

DeepMind Should Make the UK Proud and Embarrassed

NVIDIA's "Delight"

NVIDIA's "Delight"

Big Tech's Wild Market Cap Ride

Big Tech's Wild Market Cap Ride

NVIDIA Evokes the 'E' Word

NVIDIA Evokes the 'E' Word

Failing to Realize Why Modern Antitrust Keeps Failing

Failing to Realize Why Modern Antitrust Keeps Failing

'Pluribus' as AI Allegory

'Pluribus' as AI Allegory

Google Starts to Bridge OpenAI's Product Moat

Google Starts to Bridge OpenAI's Product Moat

Big Tech Cash Was a Hammer Seeking an NVIDIA

Big Tech Cash Was a Hammer Seeking an NVIDIA

When Steve Jobs Fused Silicon Valley & Hollywood at Pixar

When Steve Jobs Fused Silicon Valley & Hollywood at Pixar

Judge Rules FTC Wasted Everyone's Time with Meta Case

Judge Rules FTC Wasted Everyone's Time with Meta Case

Collect Them All (AI Edition)

Collect Them All (AI Edition)

LLMs vs. the World (Models)

LLMs vs. the World (Models)

Let Tim Cook

Let Tim Cook

Group ChatGPT

Group ChatGPT

Why Microsoft Pushed OpenAI Aside

Why Microsoft Pushed OpenAI Aside

Meta AI vs. the World (Models)

Meta AI vs. the World (Models)

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

Apr
27

Microsoft Claws Away 'The Clause' as OpenAI Claws Back Some Independence

#openai
Apr
21

A Cook's Tour

#tim cook
Apr
14

Netflix Clearly Remains Movie Theater Curious

#netflix
Apr
12

Serious About Computing? You Should Build Your Own AI.

#big technology
Apr
11

'Project Hail Mary' as a Sign of the Times

#film
Apr
09

BYOAI

#ai
Apr
08

Meta Sets the Table with Table Stakes AI

#meta ai
Apr
08

The Casual Catastrophe of AI

#claude mythos
Apr
07

Meta's "Open"-ish New AI Models

#meta
Apr
07

Spyglass Aloud

#spyglass
Apr
04

A Conversion to Apple

#apple
Apr
03

OpenAI's Soft Power Play

#openai
Mar
30

The 70 Year Old iPhone

#apple
Mar
26

Big Techbacco

#meta