From Afar
The Spyglass Column
Thoughts and analysis on various topics. Columns which are exclusive to paid members are denoted below, outlined in SEA GREEN.
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December 2025
The AI Chaos Ladder
Where do the leaders in AI fall?
M.G. Siegler
THE INNER RING š
YouTube Hands the Best Acquisition Oscar to Netflix
With YouTube poaching The Academy Awards, it sure feels like Netflix is going to be allowed to buy Warner Bros nowā¦
M.G. Siegler
Conflicts & Interests in AI
*Of course* Amazon is investing in OpenAI, next upā¦
M.G. Siegler
THE INNER RING š
Congrats Regulators, You Killed Roomba
Actually, you just put a Chinese robot in every homeā¦
M.G. Siegler
The Grand Netflix Hollywood Unification Theory
Warner Bros/HBO is phase one of Netflixās bigger play hereā¦
M.G. Siegler
THE INNER RING š
The Trillion Dollar Business Staring Apple in the Face
Apple needs a new hit product. Well, needs is relative. They want a new hit product. And Wall Street clearly wants them to have it. The new iPhones are a hit. But eventually Apple needs that new product. Services are doing great, but thatās not a singular sexy product. The
M.G. Siegler
THE INNER RING š
OpenAI Strikes Back
OpenAIās deal with Disney deals a blow to Googleā¦
M.G. Siegler
Meta Bought a Headache
Is the internal AI pain ultimately going to be worth the price?
M.G. Siegler
THE INNER RING š
Has Netflix Truly Found Religion in Movie Theaters?
Theyāre *saying* the right things, will they follow throughā¦
M.G. Siegler
Apple Turnover
The recent executive and talent exits at Apple are both ordinarily orderly and completely chaoticā¦
M.G. Siegler
THE INNER RING š
Oh No, a Tech Company is Buying a Movie Studio
This is the end of Hollywood? Come on.
M.G. Siegler
The Albanian Army Closes in on Warner Bros
In a stunning turn, Netflix enters pole position to take over Warner Bros and HBOā¦
M.G. Siegler
Drop the āMetaā. Itās Cleaner.
Meta contemplates a step back from the Metaverseā¦
M.G. Siegler
Live and Let Dye
The exit of Alan Dye augurs another Apple shift in UI
M.G. Siegler
OpenAIās One Battle After Another
Beyond the Google threat, if Anthropic were to IPO before OpenAIā¦
M.G. Siegler
THE INNER RING š
The AI Snow Globe is Shaken
2025 is ending with āCode Redsā, āretirementsā, new models, worries about old models, new chips, worries about old chips, crushed earnings, stock shorting, oh myā¦
M.G. Siegler
November 2025
DeepMind Should Make the UK Proud and Embarrassed
A growing sense that growth will never return to the UKā¦
M.G. Siegler
THE INNER RING š
NVIDIAās āDelightā
Passive-aggressive tweets aside, NVIDIA has a point, but also a potential problemā¦
M.G. Siegler
Big Techās Wild Market Cap Ride
3 different leaders of the 6 this year, Google soon to be a 4th?
M.G. Siegler
NVIDIA Evokes the āEā Word
Because they invoked it! Multiple times! In a memo!
M.G. Siegler
THE INNER RING š
Failing to Realize Why Modern Antitrust Keeps Failing
Tim Wu is back with another misguided op-edā¦
M.G. Siegler
āPluribusā as AI Allegory
Not sure that was the intent, but it feels like a commentary on LLMsā¦
M.G. Siegler
Google Starts to Bridge OpenAIās Product Moat
Geminiās āDynamic Viewā is a terrible name for a profound productā¦
M.G. Siegler
Big Tech Cash Was a Hammer Seeking an NVIDIA
How do you become a $5T company? Itās simple, reallyā¦
M.G. Siegler
THE INNER RING š
When Steve Jobs Fused Silicon Valley & Hollywood at Pixar
āItās the story, stupid.ā Well, and the talent.
M.G. Siegler
Judge Rules FTC Wasted Everyoneās Time with Meta Case
Highlighting how Big Tech antitrust is broken in our current eraā¦
M.G. Siegler
Collect Them All (AI Edition)
An ongoing list of the tangled web of Big Tech investments in Big AIā¦
M.G. Siegler
The Small NVIDIA Short
The stakes keep rising for NVIDIAās earnings as bears & bubbles loomā¦
M.G. Siegler
LLMs vs. the World (Models)
A key schism in AI heading into 2026ā¦
M.G. Siegler
THE INNER RING š
Let Tim Cook
Might Tim Cook retire as CEO of Apple in early 2026? There are signsā¦
M.G. Siegler
Group ChatGPT
OpenAI has a shot at layering social on top of their AIā¦
M.G. Siegler
Why Microsoft Pushed OpenAI Aside
Satya Nadellaās vision for the future of computing makes it pretty clear that they feel the need to fully control their own AI destiny
M.G. Siegler
THE INNER RING š
Meta AI vs. the World (Models)
The writing was on the (Facebook) wall for Yann LeCun; now can he run an end run around Zuck to AGI?
M.G. Siegler
THE INNER RING š
The Wearable iPhone
The āiPhone Pocketā continues a trendā¦
M.G. Siegler
Two AI Roads Diverged...
Anthropic goes for profit as OpenAI goes for broke
M.G. Siegler
THE INNER RING š
āHey, Thereās a Bubble.ā
Yes, itās a bubble. Yes, that may be a good thing. Yes, it will hurt.
M.G. Siegler
IPOpenAI
What might an OpenAI IPO look like? Can the market hold to get them there? What if it doesnāt? Backstops? Government guaranteed loans?
M.G. Siegler
OpenAIās Local AI Device Dreams
What if their would-be AI device doesnāt require a connectionā¦
M.G. Siegler
Apple Finally Agrees to Fix Siri
Theyāll swap Google billions for Gemini trillions (of parameters)ā¦
M.G. Siegler
Googleās Epic Play Store Trade Puts More Pressure on Apple
Is 80/20 (86/14 or 91/9) the new 70/30 (85/15)?
M.G. Siegler
AI is Breaking the Browserās Back
And it may fragment web usage across different tools depending on BD deals in placeā¦
M.G. Siegler
How Low Will Apple Go?
With regard to the price of a lower-cost MacBookā¦
M.G. Siegler
October 2025
Buyer Beware Big Tech Gains (and Losses) Boosted By Big AI
On paper gains from valuation markups and paper losses from burnā¦
M.G. Siegler
OpenAI Gets Their Cake and Microsoft Gets Their Stake
Microsoft signs off on OpenAIās PBC conversion in exchange for some more clear-cut and friendly terms
M.G. Siegler
Microsoftās Halo Mary
Itās starting to feel like Xbox is dead, and Microsoftās pricey gaming buys were huge blundersā¦
M.G. Siegler
Netflix Thaws Their Theatrical Stance
Stranger Things. Frankenstein. KPop. Narnia. AMC. Oh myā¦
M.G. Siegler
Some Thoughts on ChatGPT Atlas
OpenAIās web browser enters the AI Browser Battleā¦
M.G. Siegler
AGI or Bust
Forget a āBubbleā, OpenAI has made this all a very binary betā¦
M.G. Siegler
Appleās AI Brain Bleed
Meta keeps poaching Appleās AI talent and thatās a real problemā¦
M.G. Siegler
Spotify & Netflix Gun for YouTubeās Eyeballs
The video podcast partnership may portend a bundleā¦
M.G. Siegler
Apple TV+ Minus the Plus
A simple solution to confuse more peopleā¦
M.G. Siegler
OpenAIās Rising Tide Strategy
Betting on virtuous cycle financing during a boom timeā¦
M.G. Siegler
OpenAIās Digital Assistant Device
Obvious challenges aside, itās starting to come into focusā¦
M.G. Siegler
Soraās Slop Hits Different
Itās about creative comedy creation, stupid
M.G. Siegler
Apple Confronts the Vision Pro Mistake
By fully shifting focus to smart glassesā¦
M.G. Siegler
Sora Soars
Another viral product hit for OpenAI, this time in videoā¦
M.G. Siegler
September 2025
Thoughts on New Apple Things
A trip to the Scottish Highlands with a very orange iPhone 17 Pro Max (and Apple Watch Ultra 3 and AirPods Pro 3)ā¦
M.G. Siegler
Grading Alexa+ on a Curve
Hopefully new devices bring a better version, because Alexa+ sounds like a miss for Amazon thus farā¦
M.G. Siegler
One Box Office Battle After Another
āOne Battle After Anotherā is by all accounts fantastic. The marketing hasnāt been.
M.G. Siegler
The Mysterious āNew Ideasā for AI Data Center Build Outs...
Perhaps not that mysterious, maybe more circularā¦
M.G. Siegler
TikTokās American Dream
As investors take over a hot consumer product: what, me worry?
M.G. Siegler
OpenAI Sells Its Stake to Win AI
They need NVIDIA to beat Google, and Microsoft may live to regret itā¦
M.G. Siegler
NVIDIA (Intends to) Invest (Up to) $100B in OpenAI (Over Time)
Look, itās a massive deal. But right now, itās all about the opticsā¦
M.G. Siegler
Meta Reframes Their Reality
Theyāre trying to back AI and Smart Glasses into the āMetaverseāā¦
M.G. Siegler
Appleās Flight to Safety
A refocusing on design and hardware might be a good signā¦
M.G. Siegler
Meta Looks to Overcome the āGlassholeā Stigma
With Ray-Ban, they can keep the pressure on in the āsmart glassesā space as it shifts back to screensā¦
M.G. Siegler
OpenAI & Microsoft Agree to Agree, Tentatively
An important step ā but one of many ā as they clearly try to race towards PBC conversionā¦
M.G. Siegler
Paramount Skydanceās Blockbuster Bid for Warner Bros Discovery
One good idea, so many namesā¦
M.G. Siegler
Appleās āPlateauā Event
Some no-brainer upgrades to AirPods, Apple Watch, and iPhoneā¦
M.G. Siegler
Sonyās āKPopā Gift
It shows them a path forward for a new flexible distribution dealā¦
M.G. Siegler
OpenAI Needs to Build Google Cloud Before Google Can Build ChatGPT...
Or: how to burn $100B+ in real timeā¦
M.G. Siegler
A Cynical Read on Anthropicās Book Settlement
$1.5B. Damn. Who can afford to pay that?
M.G. Siegler
Apple and Google Are So Back
The famous frenemies seems awfully aligned againā¦
M.G. Siegler
Instagram is No Longer Instagram
The iPad app ā 15 years in the making ā makes the priorities clearā¦
M.G. Siegler
Google, Apple, and Mozilla Win in the Antitrust Case Google Lost
Chrome stays. Payments stay. Exclusive placement goes. Some Search data goes.
M.G. Siegler
A Standing Ovation Epidemic Breaks Out in Venice
There is no known cureā¦
M.G. Siegler
August 2025
My Expensive Streaming Bundle
Itās less than I thought, but still completely untenableā¦
M.G. Siegler
Apple Weighs the Voting Machine
Will they do a big AI deal? Should they?
M.G. Siegler
Google Lost a Search Antitrust Case. Will Gemini Take the Blame?
As the remedies loom, AI is top of mindā¦
M.G. Siegler
The 3 iPhone Problem
An interesting dilemma coming soon to iPhone users: choice.
M.G. Siegler
KPopping Netflixās Theatrical Stance
Netflix just had the number one movie at the box office ā yes, Netflix.
M.G. Siegler
Peering Back at the OpenAI āConstellationsā
The aggregate valuation looks to surge past $400Bā¦
M.G. Siegler
Googleās Distractingly Smarmy Pixel Event
Next time, letās not use the talk show host or infomercial set?
M.G. Siegler
The Scale is New, the Idea Isnāt
A fictionalized movie about BlackBerry feels familiarā¦
M.G. Siegler
Meta Shoves More Shit Into IG
Reposts and Snap-ish Maps add new problems & cruft to Instagramā¦
M.G. Siegler
M.S.N.O.W.
MSNBC, peacockblocked from the āNBCā bit, goes acronym wildā¦
M.G. Siegler
I Decree: Paramount Should Buy IMAX
A new idea for a new company looking to double-down on theatricalā¦
M.G. Siegler
THE INNER RING š
Perplexityās Perplexing and Positively PR Offer to Buy Chrome
Why not offer a quadrillion dollars?
M.G. Siegler
OpenAI Moves Fast and Breaks ChatGPT
The GPT-5 roll-out backlash is a product story as old as timeā¦
M.G. Siegler
The Art of the Quid Pro Quo
Forget tariffs, Trump gets a direct taste of NVIDIA & AMD Salesā¦
M.G. Siegler
The Captains of CapEx
...and then thereās Apple.
M.G. Siegler
Tim Cookās Golden Gift
The fealty payments get more ridiculous ā and embarrassingā¦
M.G. Siegler
THE INNER RING š
OpenAI Figures Out Their Path Back to āOpenā
The open weight model is important but also a bit subversiveā¦
M.G. Siegler
āOpenā Comes Back to Bite Google
As badly as I now want to bite into a Chick-fil-A thanks to the judgeā¦
M.G. Siegler
THE INNER RING š
Marvel, We Have a Superhero Problem
The fantastic fall of āThe Fantastic Fourā at the box officeā¦
M.G. Siegler
Metaās āAnti-Godfatherā Offers
As we cross into ten-figure territory, people keep turning them downā¦
M.G. Siegler
Apple Backed Into an AI Corner
Tim Cook tries to rally the troops. Can he?
M.G. Siegler
July 2025
A Personal Read of āPersonal Superintelligenceā
Ahead of Meta earnings and with mega offers being turned down, Mark Zuckerberg aims to change the conversation around AIā¦
M.G. Siegler
IMAX is More than Just a Bigger Screen, You Morons
Movie theater chains aim to slaughter their last remaining cash cow
M.G. Siegler
Marvelās āFantasticā Path Forward
...which theyāre seemingly *not* taking with the new āAvengersā movies
M.G. Siegler
The Have Lots & the Have Nots
A time of $100M+ job offers and also layoffs at the same companiesā¦
M.G. Siegler
A Mere Thought of a Flick of the Wrist
With an AI assist, Meta nears the productization of CTRL-Labs gesture (and non-gesture) interface wristband
M.G. Siegler
Big Techās Big Hedge with Big AI
Large investments means sizable stakes for the last wave of technology in the next wave of technologyā¦
M.G. Siegler
THE INNER RING š
ESPN Looks to Ride the NFL to Streaming Success
There was one key partnership to make the new ESPN streaming service a must-have on day oneā¦
M.G. Siegler
AI Can Reproduce Writing, But Not the Process of Writing
And thatās the most important partā¦
M.G. Siegler
THE INNER RING š
āStargateā Gazing
With the original partnership slow to start, OpenAI shifts the goalpostsā¦
M.G. Siegler
The Endless Rebranding of AI
From AI to AGI to Superintelligence to... brands trying to make Granular Superintelligence happen
M.G. Siegler
The Killing of a Sacred Late Show
The message sent by the end of āThe Late Showā was obviously always going to be political even if it was driven by financial reasonsā¦
M.G. Siegler
The Great Okay Part II
Netflix continues to churn out decidedly mediocre hit movies
M.G. Siegler
Metaās AI Relativity Theory
Mark Zuckerberg defends his shift in strategy with AIā¦
M.G. Siegler
Open Source AI was the Path Forward
...until it wasnāt for Meta
M.G. Siegler
Weāre Seemingly Still in the āThrow Money At Itā AI Era...
...and thatās great news for xAI, Meta, and maybe Apple!
M.G. Siegler
THE INNER RING š
An OpenAI Acquisition Turns Into a Google āHackqusitionā...
A rough few weeks may signal some real talent trouble for OpenAI ā at the worst possible time
M.G. Siegler
Escalated, the AI Browser Wars Have ā Quickly
Right after Dia, Perplexityās Comet is here ā with OpenAI inboundā¦
M.G. Siegler
Apple is Ripe
...for change, as their COO steps down. Can they avoid rot?
M.G. Siegler
Appleās Formula for F1
The movie is good, will the actual rights to the sport be for Apple?
M.G. Siegler
iPadOS 26 Turns the iPad Into a Sort of āMac Jr.ā
Itās not bad, but itās also not really for me. Maybe thatās the point.
M.G. Siegler
THE INNER RING š
Taking a Bite Out of the Latest Box Office āRecordsā
With āJurassic Park 7ā and āF1ā, the goalposts keep shifting as the reporting around recent box office numbers remains ridiculousā¦
M.G. Siegler
THE INNER RING š
Can Meta Buy the Future of AI?
No.
M.G. Siegler
THE INNER RING š
Metaās āGodfatherā Offer
Which, amazingly, everyone has seemingly refused ā so farā¦
M.G. Siegler
Zuckās Eleven
7 from OpenAI, 2 from Google, 1 from Anthropic, 1 from Sesame... But just as interesting, whatās *not* mentioned.
M.G. Siegler
June 2025
Hey Siri, Time for that Lobotomy
As predicted, Apple may outsource Siri to ChatGPT (or Claude)!
M.G. Siegler
Metaās Open Source AI Mistake
The writing isnāt just on the wall for Llama, itās on the new paychecksā¦
M.G. Siegler
THE INNER RING š
Apple Finally Has a Hit Movie, But at What Cost?
I mean that both literally and figuratively as āF1ā was beyond expensive to make and beyond in-your-face to market
M.G. Siegler
$100M AI Signing Bonuses
Exaggeration, conflation, a game of Telephone, directional accuracy, brinksmanship, or all of the above?
M.G. Siegler
Appleās Pitt Stop
The drive to survive the theatrical box office starts anewā¦
M.G. Siegler
THE INNER RING š
Dr. Yes
With Denis Villeneuve, James Bond enters his Auteur Eraā¦
M.G. Siegler
Begun, the AI Browser Wars Have
Dia ushers in a new day for the web browserā¦
M.G. Siegler
Apple Lives Long Enough to Become the Ad Villain
Apple pushes too far in their need for āF1ā to be a hitā¦
M.G. Siegler
Whittling Down Appleās Big AI M&A Options
Iāll bring my list of five down to fourā¦
M.G. Siegler
Pixar Peters Out
It has less to do with quality and more to do with our current realityā¦
M.G. Siegler
Meta Hackquires a VC Fund
āTeam Superintelligenceā continues to assemble at Meta, but itās getting even more awkwardā¦
M.G. Siegler
Does Emo AI Dream of Mundane Tasks?
Is an emotional Alexa setting our timers really what we want here?
M.G. Siegler
THE INNER RING š
You the User
2012 WhatsApp just eviscerated 2025 WhatsApp
M.G. Siegler
OpenAI and Microsoft Risk Open War
Forget biting hands and back-stabbing, this fight keeps escalatingā¦
M.G. Siegler
Big Journalism Is Finally Losing... It
Big Tech Is Finally Losing
A technology landscape we deserve is finally within reach. The New York Times
Julia Angwin There are many ongoing investigations into Big Techā¢ and Julia Angwin is excited: Itās easy to miss it amid the nonstop avalanche of news, but we are on the
M.G. Siegler
Hackquisitions & Hackquihires
A look at Metaās Scale deal in relation to other such dealsā¦
M.G. Siegler
THE INNER RING š
The Mind-Blowing Mac-ness of iPadOS 26
Apple embraces the blurring lines between iPad and Mac. Finally.
M.G. Siegler
Liquid Glasslighting
There are no issues with AI within Apple, why do you ask?
M.G. Siegler
Apple Tries to Hide AI Under Liquid Glass
WWDC 25 certainly wasnāt six out of five starsā¦
M.G. Siegler
Metaās $10B+ AI Reset
Zuckerberg recruits a band of pirates to shake up and wake up their AI efforts ā including a new donāt-call-it-a-deal for Scale AI talentā¦
M.G. Siegler
Reasoning About the Reasoning of Reasoning Models
Did Apple just nuke the AI industry? Lol, no.
M.G. Siegler
THE INNER RING š
Atlas Would Have Shrugged at āMountainheadā
Playing it straight would have been a better absurd commentary on our current times than this absurdity
M.G. Siegler
Can Meta Make Headsets Happen?
Can Apple? Can anyone?
M.G. Siegler
THE INNER RING š
App Store Changes Here to Stay with the Denial of Appleās Stay
At least for the foreseeable future, and potentially foreverā¦
M.G. Siegler
Alphabet is Literally Worth Less Than the Sum of Its Parts
Forget the DoJ, this is the best case for a ābreak upā of Google, which wonāt happenā¦
M.G. Siegler
THE INNER RING š
The Washington Postās Plan to Become Forbes, or HuffPo, or Substack, or Something
Using AI to improve the quality prospects, naturallyā¦
M.G. Siegler
A Samsung Deal Makes An Apple One More Complex for Perplexity
But it still makes a ton of sense for the AI company, obviouslyā¦
M.G. Siegler
Around Many Horns
At the end of ESPNās āAround the Hornā
M.G. Siegler
With AI, Email May Actually Morph Into a Task List
The end of email might look like bots emailing other bots for youā¦
M.G. Siegler
THE INNER RING š
May 2025
Profiles in Courage: Apple Edition
When an event decline is sign of declineā¦
M.G. Siegler
Apple Veers Into Microsoft Branding Territory
āiOS 26ā will naturally follow āiOS 18ā in 2025ā¦
M.G. Siegler
Might Appleās Gaming Ambitions Have a Hidden Quest?
A new gaming-focused app could solve one big problem for Appleā¦
M.G. Siegler
THE INNER RING š
Appleās Star Wars with Elon Musk
Tim Cook didnāt want to build a Starlink, but they sort of backed into a weird, weak competitorā¦
M.G. Siegler
A Cook In Trumpās Doghouse
One missed roadtrip cost Apple hundreds of billionsā¦
M.G. Siegler
THE INNER RING š
Burning the Browser Boats
The Browser Company aims to move on from Arc to fully embrace AIā¦
M.G. Siegler
Apple Still Searching For the Fountain of Good Movies
āThe Fountain of Youthā is the latest Apple TV+ mediocre movieā¦
M.G. Siegler
Appleās No Good, Very Bad Week
Hard to recall such a series of bad beats for one companyā¦
M.G. Siegler
Out of Pocket
Mozilla fails to save the beloved read it later serviceā¦
M.G. Siegler
The Anti iPhone
Jony Iveās antidote to the smartphone obsession he helped usher inā¦
M.G. Siegler
THE INNER RING š
OpenAI & IO
Sam Altman & Jony Ive aim to take the AI race into the real worldā¦
M.G. Siegler
Google Slams on the AI Gas
Does it leave Apple in the dust?
M.G. Siegler
An Epic Game
5 years after Tim Sweeney went to war with Apple, he won. For now.
M.G. Siegler
Thereās No Free Lunch at Apple
The culture and history have naturally doomed their AI aspirationsā¦
M.G. Siegler
Epicās Feigning Floundering to Keep Apple Under Pressure
Tim Sweeneyās insanely expensive pressure campaign continuesā¦
M.G. Siegler
Microsoft Zoom, Zoom, Zooms to the Defensive About AI
This is not such a great look and posture for the companyā¦
M.G. Siegler
Goo Goo Google
Apple ceding the education market to Chromebooks gives Google a unique counterposition in the age of AI... (And it may help square the Apple falling searches circle...)
M.G. Siegler
On the Road to Airbnbās Reinvention
Yet again, theyāre trying things that historically donāt scale. But AI! Maybe!
M.G. Siegler
āNot a Normal Companyā
But OpenAI may finally be making moves towards becoming oneā¦
M.G. Siegler
The Inner Ring š
Digital Skeletons in the AI Closet
I donāt think we want our AI to know us before we knew itā¦
M.G. Siegler
Hollywoodās āBlack Bagā Problem
When it comes to more subtle adult fare, good luckā¦
M.G. Siegler
Just Jony
A couple takeaways from Jony Iveās Stripe Sessions chat
M.G. Siegler
Apple Hits Googleās Battleship
Eddy Cueās comments on the witness stand may have been meant to be a shot across the bow ā whoops
M.G. Siegler
āGet Bookā
A button to buy something within the app youāre using. Imagine that.
M.G. Siegler
Microsoftās OpenAI Equity Jigsaw Puzzle
With the non-profit maintaining a controlling stake and an FMV floor set by Elon Musk, OpenAI still has a hell of a challengeā¦
M.G. Siegler
The Inner Ring š
OpenAI Attempts to Have Their For-Profit Cake and Eat It Too
OpenAI leaves the for-profit path, maybe, with a trail of questionsā¦
M.G. Siegler
Big Techās Big Stakes in Big AI
As the valuations get bigger, the stakes go higher, quite literallyā¦
M.G. Siegler
The Inner Ring š
Tim Cook Chose Poorly, Now Apple Can Choose Wisely
Tear down the App Store wall
M.G. Siegler
Appleās Low Energy Earnings
I guess boring is good in this environment, but that was roughā¦
M.G. Siegler
Epic Won Because Everyone Won, Because Apple Lost
And Tim Sweeney continues to poke the bearā¦
M.G. Siegler
Tim Sweeneyās Last Laugh
A federal judge just dismantled Apple in the most Epic way possibleā¦
M.G. Siegler
April 2025
Metaās Sloppy AI Social Network
The new āMeta AIā is exactly what youād expect, in ways good and badā¦
M.G. Siegler
The Inner Ring š
Hey Jealousy
Are OpenAI and Microsoft back bickering yet again?
M.G. Siegler
In the Chat Where It Happens
These high-profile group chats are probably decidedly less interesting than you think they areā¦
M.G. Siegler
The Inner Ring š
Buy, Build, or Bury
The strategy permeating the Big Tech antitrust trials will go into overdrive in the age of AI
M.G. Siegler
The Inner Ring š
HBO Became HBO Before HBO Could Become Netflix
Well, technically āMaxā, but you get the quipā¦
M.G. Siegler
Why Buy the Llama When You Can Get the Model For Free?
Meta would like their rivalsā help in offsetting their AI costs. Good luck.
M.G. Siegler
The Inner Ring š
OpenAI Open to the Idea of Buying a Browser with a Few Billion Users
But really, it highlights that they should (and will) build a browser
M.G. Siegler
Antitrustās Hindsight Problem
The government keeps trying to litigate problems that are already being naturally disruptedā¦
M.G. Siegler
The Inner Ring š
The Dumbfounding Dropping of the āGoogle Domainsā Ball
Googleās web registrar was great, so obviously they had to ruin it
M.G. Siegler
o3, o4-mini, o4-mini-high, o My
Introducing OpenAI o3 and o4-mini
Our smartest and most capable models to date with full tool access OpenAI Blog
OpenAI I know that OpenAI knows that this naming scheme is ridiculous. No less than Sam Altman has tried to front-run everyone making fun of this. And I know that theyāre
M.G. Siegler
The Meta Points of Metaās Trial
The FTCās weak case collides with Metaās miscalculationsā¦
M.G. Siegler
Appleās āFaster Horsesā Fallback Strategy
The Vision Pro and iPadOS may be going down this pathā¦
M.G. Siegler
The Inner Ring š
Terminating the AI vs. Hollywood Tropes
James Cameron has some interesting ā and some refreshing ā and some controversial ā thoughts about AIā¦
M.G. Siegler
The Inner Ring š
Failure Has Many Fathers at Apple Right Now
The dysfunction seemingly runs deep at the most valuable companyā¦
M.G. Siegler
An iPhone, Swiped
The iPhone was right there in my hand and then it was goneā¦
M.G. Siegler
A Call to AI
Shopify goes all-in on AI ā other companies are sure to followā¦
M.G. Siegler
The Inner Ring š
Trump Throws Apple Under the Tariff Bus
Iām sorry for your margins, Tim, we have a trade war to winā¦
M.G. Siegler
Terror Riffs
Trying to apply Occamās razor to the Trump Tariff situationā¦
M.G. Siegler
March 2025
The Debt of Damocles
A sword hangs over Elon Musk, CoreWeave, and OpenAIā¦
M.G. Siegler
The Inner Ring š
Netflixās āElectricā Mistake
Which simply doesnāt matter for Netflix, but would sink any other studioā¦
M.G. Siegler
A Spirited Debate Around AI
There are fundamental questions likely without good answers; letās focus on how this needs to work for everyone
M.G. Siegler
Artificial Iconoclasts
A foil might be needed for artificial intelligenceā¦
M.G. Siegler
The Inner Ring š
That Loving Feeling
OpenAIās product launches are stirring something which Apple hasnāt in a while
M.G. Siegler
Whittling to Perfection
A few thoughts on the new (and blue) M4 MacBook Airā¦
M.G. Siegler
The Vibe Shift Amongst Apple Developers
User-facing AI is still a debate, developer-facing AI is not. And Apple might be in *real* trouble here without some changes.
M.G. Siegler
Five āGame Changeā AI Deals for Apple
A few ideas for how they might (but likely wonāt) change the AI equations, fastā¦
M.G. Siegler
It Wasnāt the Apple TV+ Spend, It Was the Apple TV+ Strategy
And the hope is that theyāve now corrected itā¦
M.G. Siegler
The Case for Twitter Going Public ā Again
It takes some squinting, and quite a bit of adjusting, but itās there ā thanks mostly to xAIā¦
M.G. Siegler
The Inner Ring š
My God, Itās Full of Stargates
xAI and NVIDIA join another $100B AI data center initiativeā¦
M.G. Siegler
The Inner Ring š
Hollywood vs. AI: The Movie
My god, the open letter is full of stars -- especially Cate Blanchett
M.G. Siegler
The Inner Ring š
Enter Vision Pro
Metallicaās āApple Immersiveā concert is... stunningly awesome
M.G. Siegler
Apple Joins the Navy
They need to find the pirate mentality againā¦
M.G. Siegler
The Curious Case of Amazonās Anthropic Stake
Using Googleās stake to back into Amazonās likely much larger stakeā¦
M.G. Siegler
The Inner Ring š
WeaveWork
CoreWeave stumbled upon a model that works well in a certain type of marketā¦
M.G. Siegler
The Inner Ring š
Bing When Youāre Winning
Microsoft had a window to win consumer AI ā and perhaps the future of search
M.G. Siegler
The Inner Ring š
Did Apple Flub an AI Feature, Or Are They Blowing the AI Moment?
Sometimes a delay is just a delay. Sometimes itās notā¦
M.G. Siegler
Itās the End of the Web as We Know It (And I Feel Fine)
AI is disrupting web search and publishing, perhaps for the betterā¦
M.G. Siegler
Thin Is In Before a Foldable Is Out
Gaming out some āiPhone Airā and āiPhone Foldā optionsā¦
M.G. Siegler
The Inner Ring š
The OpenAI Constellations
The out-of-this-world funding numbers in OpenAIās orbit
M.G. Siegler
Is Amazon Writing Checks that Alexa+ Canāt Cash?
Thereās a lot of vagaries and obfuscation around this launchā¦
M.G. Siegler
The Inner Ring š
Apple Should Swap Out Siri with ChatGPT
Not forever, but for now. Until a new, better Siri is actually ready to roll ā which may be *years* awayā¦
M.G. Siegler
February 2025
OpenAIās EQ Upgrade to Hold Us Over to the IQ Upgrade
Theyāre clearly angling GPT-4.5 as being an emotionally intelligent update about getting the āvibesā right
M.G. Siegler
The Inner Ring š
Meta Is Unbundling... Again
The strategy behind the stand-alone apps for Reels and Meta AIā¦
M.G. Siegler
Alexa, Iām Skeptical
Alexa+ brings a lot of table-stakes stuff to the table in 2025ā¦
M.G. Siegler
The Inner Ring š
Early Provocative AI Chatbots, Revisited
Two years ago, we were up in arms over Bingās AI āSydneyāā¦
M.G. Siegler
Rewatching āA.I.ā in the Age of AI
The 2001 film holds up intelligently on some points, artificially on others
M.G. Siegler
Somehow, Star Wars Returned
With Kathleen Kennedy set to retire, the Force awakens againā¦
M.G. Siegler
The Art of the Old Deal
Tim Cook calls up some old plays to deflect Trumpās tariffsā¦
M.G. Siegler
Microsoft Outsources OpenAIās Ambitions to SoftBank
Thereās a new capital partner in town as they march towards āsuperintelligenceā
M.G. Siegler
ESPN Balks, MLB Walks
And itās partially Appleās fault!
M.G. Siegler
The Inner Ring š
Live and Let Buy
James Bond now fully works for Amazon. Die Another Same Day Delivery?
M.G. Siegler
Majoranaās Mask
A tale of two trillion-dollar companiesā¦
M.G. Siegler
Apple Sherlocks the iPhone 16
The new iPhone 16e sounds great -- at a far cheaper priceā¦
M.G. Siegler
Oh, the Humane-ity
Humaneās bad strategy exacerbated their bad timing with the Ai Pin
M.G. Siegler
The Inner Ring š
The One AI to Rule Them All
Trying to grok the outlook for general-purpose consumer AIā¦
M.G. Siegler
The AI Will Come Out Tomorrow
Alexa and Siri struggle to get out the door in the Age of AIā¦
M.G. Siegler
The Age of Ultracrepidarians
Right or wrong, just say it loud, with conviction ā just like AI
M.G. Siegler
The Great AI UI Unification
ChatGPT starts cleaning up the cruftā¦
M.G. Siegler
Amazon & ESPNās Sports Streaming Collision Course
With Netflix drafting behind themā¦
M.G. Siegler
The Inner Ring š
Liquidity Now
A new standard model for VCs and secondariesā¦
M.G. Siegler
The Inner Ring š
What You DeepSeek Is Seeking You
Two weeks after the latest AI panic, has anything really changed?
M.G. Siegler
Observations About Sam Altmanās Observations
Heās seeking for something deepā¦
M.G. Siegler
The Inner Ring š
Appleās Elegantly Expressive Pixar Lamp
Forget glasses, Appleās Next Big Thingā¢ may be a robotā¦
M.G. Siegler
The Inner Ring š
Earth to Lina Khan
Nearly every point in her NYT op-ed is wrong
M.G. Siegler
Growing Up AI-First
Pondering how kids might navigate the world post-ChatGPT
M.G. Siegler
FaceFeed
How Mark Zuckerberg might rejuvenate Facebook with a feed of Meta content, a Fediverse twist, and a splash of AI
M.G. Siegler
The Inner Ring š
The IPOpenAI
A step-back way to frame OpenAIās rumored mega raiseā¦
M.G. Siegler
January 2025
Appleās Record-Breaking Quarter Was SO BORING
Apple wins as the AI tortoise in a field of scared hares -- for nowā¦
M.G. Siegler
The Inner Ring š
SoftBank, Indeed
10 thoughts on OpenAIās would-be new massive funding roundā¦
M.G. Siegler
Post-Explosion, Seeking the DeepSeek Fallout
A guess: DeepSeek itself will matter less than the reaction to itā¦
M.G. Siegler
The Inner Ring š
Should Apple Switch Off Siri?
In our Age of AI, Siri continues to embarrass Appleā¦
M.G. Siegler
The Inner Ring š
AI, Uh, Finds a Way
Has DeepSeek changed the AI game or just some equations?
M.G. Siegler
OpenAIās āOperatorā Shows Why Theyāll Build a Web Browser
To me, the most interesting aspect of OpenAIās new āOperatorā product ā their first real agent ā is not what it can do, but how it does it. Unlike the early iterations of similar products from Anthropic and Google, āOperatorā doesnāt take over your computer, it outsources the work you want to
M.G. Siegler
Metaās March to Make the iPhone āThe Thing That Gets Us to the Thingā
The company will build anything and everything to end the smartphone eraā¦
M.G. Siegler
The Inner Ring š
One Year Undercover
Onwards to year two of Spyglassā¦
M.G. Siegler
āStargateā Squares Some AI Circles
OpenAI, Microsoft, SoftBank, Oracle, Trump, MGX, ARM, and NVIDIA all get double-dip wins in the announcement
M.G. Siegler
My 2025 iPhone Homescreen
Some actual shifts thanks to AI and social stratificationā¦
M.G. Siegler
TrickTok
With the TikTok ban, the Trump administration starts dealingā¦
M.G. Siegler
2 Switch 2 Similar?
Nintendoās Switch 2 strategy seems conservative, perhaps smartly
M.G. Siegler
With the Tok Tikking, Twitter Talk Makes Some Sense...
China selling TikTok to Elon Musk would be quite the deal. You know who loves dealsā¦
M.G. Siegler
May Your First Startup Be A Masculine Startup
Mark Zuckerbergās heel turn this past week has been all sorts of fascinating.1 For one thing, I donāt think itās all an act. I think itās likely a short-sighted and misguided maneuver born out of years of various frustrations, but I donāt think itās just to curry favor with
M.G. Siegler
The Inner Ring š
About-Face(book)
Mark Zuckerbergās new stance on speech can be both real and really political
M.G. Siegler
Venu, Vidi, Vici
Disney aims to conquer streaming sports with endless confusing options
M.G. Siegler
The Witching Hour
āDune: Prophecyā fails to live up to its legacy
M.G. Siegler
$1M Knee Pads
Thereās a cost to be the boss -- and to bend the kneeā¦
M.G. Siegler
The Inner Ring š
Metaās Next Big Blunder
Social AI ācharactersā are so obviously and hilariously going to fail
M.G. Siegler
Apple Comes to Googleās Defense, But the Opposite
Eddy Cue does declare that Apple must intervene in Googleās antitrust case
M.G. Siegler