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Spyglass
Insight from afar by M.G. Siegler

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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

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

Feb
02

My 2026 iPhone Homescreen

#iphone
Feb
01

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

#openai
Jan
31

Where the Wild Bots Are

#ai
Jan
30

Meta Bets the Farm, Apple Milks the Cows

#ai
Jan
28

Yahoo Scouts a New UI Path for AI

#yahoo
Jan
27

DeepSought

#deepseek
Jan
26

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

#apple
Jan
24

The Clock Starts for Star Wars: Episode X

#star wars
Jan
23

Apple's Twin Suns

#apple
Jan
21

An Actual AiPhone

#iphone
Jan
20

Make TVs Great Again

#apple
Jan
19

Hollywood Cuts Off Its Future to Spite Its Present

#netflix
Jan
18

My Boy's Wicked Smart on AI

#ai
Jan
17

Will OpenAI Ads Click with Users?

#chatgpt
Jan
16

Netflix's Hard 45

#netflix
Jan
16

AI's Perception Problems

#podcasts
Jan
15

OpenAI Transfers Their Drama IP to Thinking Machines Lab

#ai
Jan
14

The Vision Pro Slam Dunk

#vision pro
Jan
13

"Hello, Computer."

#ai
Jan
12

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

#gemini