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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October 2025
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
December 2024
10 Big Predictions for 2025
One of which may actually happenā¦
M.G. Siegler
Being for the Benefit of OpenAI
OpenAIās shift to a for-profit is messy, complicated, conflicted, and yet necessary
M.G. Siegler
The Inner Ring š
The Greatest Trick Netflix Ever Pulled...
...was convincing the world they werenāt interested in live sports
M.G. Siegler
Buy Me to the Moon
Apple, we have a movie problem
M.G. Siegler
For 007, Amazon is Not Enough
Amazon seemingly has a big Barbara Broccoli problem, which means the world has a big James Bond problem
M.G. Siegler
America Has Been Acquired
This has felt less like an election and more like a dealā¦
M.G. Siegler
The Inner Ring š
Appleās Next Question: Hold āEm or Fold āEm?
An āiPhone Foldā or a massive āiPad Foldā, that is the questionā¦
M.G. Siegler
Itās Beginning to Look a Lot Like Comcast
YouTube TV is becoming the cable package we all hatedā¦
M.G. Siegler
Might Microsoft Make Another Run at TikTok?
A deal makes more sense in 2024 than it did in 2020ā¦
M.G. Siegler
Apple Made the Right Call and a Stupid Decision with āWolfsā
The movie would have flopped in theaters but stillā¦
M.G. Siegler
The Inner Ring š
Tim Cookās Clock
A great interview quietly reveals quite a bitā¦
M.G. Siegler
Intel Inside, Gelsinger Outside
Dealt a bad hand by a board who wouldnāt give him enough time, Intelās next leader needs full control to think different
M.G. Siegler
The Inner Ring š
Moana Two-Hundred-and-Twenty-Five Million
Disney almost didnāt know how far āMoana 2ā would goā¦
M.G. Siegler
A Call to More ARMs
The need to embolden the European startup landscapeā¦
M.G. Siegler
November 2024
Meta Launches a Bluesky Competitor
Itās called āThreadsā -- perhaps youāve heard of itā¦
M.G. Siegler
āJust a Big iPadā
Imagine if the imaginary Apple Television was a massive touchscreenā¦
M.G. Siegler
Apple Pisses Off Hollywood
Did their self-own with āWolfsā just torch their film division?
M.G. Siegler
Forget the Fate of Chrome, Focus on the Fate of the Browser
In debating what undoubtedly wonāt happen, weāre looking past some key things that are -- and mightā¦
M.G. Siegler
The Inner Ring š
Iāve Been Here for Years
But where, has changed -- too often, Iām afraidā¦
M.G. Siegler
Zig-Jag
10 tips for Jaguarās bizarre re-branding
M.G. Siegler
Chrome Alone
If Google were to sell off Chrome, who would benefit? Anyone?
M.G. Siegler
Has Apple āFinally Cracked Itā?
Apple Television... now, thatās a name I havenāt heard in a long timeā¦
M.G. Siegler
The Inner Ring š
The Vision Pro Starts to Come Into Focus
Weāre starting to cook with fire. Iām writing this about the Vision Pro, in the Vision Pro. Which I really only did for a post or two for the novelty of it right after the deviceās initial release. But now Iām doing it because itās actually a good way to
M.G. Siegler
The Inner Ring š
Netflixās Nickel on Apple TVās Dime
Apple needs to tell us where to stream something -- even if itās on Netflix.
M.G. Siegler
Bluesky is Twitterās Heir Apparent
Sorry Threads, you blew it. In real-time.
M.G. Siegler
The Race for AI Independence
Amazon, Apple, Google, Meta, and Microsoft all wish to break away from each other. As does OpenAI. With everyone needing to break free from NVIDIA.
M.G. Siegler
The Inner Ring š
Apple Admits the Obvious
Thereās no topping the iPhone. As a business, there may never be.
M.G. Siegler
The Inner Ring š
PaidPals
Elon Musk will battle with Trump eventually. As Peter Thiel can attest.
M.G. Siegler
The Inner Ring š
Tim Apple, Engage!
Apple seems poised to appeal to Donald Trump on their EU issuesā¦
M.G. Siegler
The Inner Ring š
Can Barbie Break Netflix?
More pressure is applied to Netflixās anti-movie-theater stanceā¦
M.G. Siegler
The Inner Ring š
October 2024
Do You Feel In Charge?
On bending the knee to Donald Trumpā¦
M.G. Siegler
The Inner Ring š
Bezos Needs to Address the WaPoās Broken Back
The decision is fine in a vacuum, the timing makes it anything butā¦
M.G. Siegler
Netflixās Next Backtrack: Movie Theaters
As growth naturally slows, Netflix needs to think bigger picture -- literally
M.G. Siegler
Apple Claps Back
Apple Intelligence is about to be an āevery dayā product, so it needs to be the ābestā, fast
M.G. Siegler
The Inner Ring š
The War of the AI Roses
Microsoft and OpenAI increasingly make strange bedfellowsā¦
M.G. Siegler
The Inner Ring š
Is āRemarkable Alexaā Ready for a Prime Time Debut?
Does the āromanticā Kindle event offer a cupcake clue?
M.G. Siegler
Teslaās Tomorrow Never Knows
Cybercab is believing, but it needs to be beingā¦
M.G. Siegler
āSubmergedā Plunges Us Into a Possible Spatial Movie Future
The Edward Berger short film for Apple is good, but points to something greatā¦
M.G. Siegler
And Like That... Heās Gone.
Some thoughts on Cullen Hobackās new Satoshi Nakamoto doc
M.G. Siegler
Venture Capitalās āCrisisā
A go-go decade morphs with opportunity and dangerā¦
M.G. Siegler
Microsoftās Awkward AI
Thereās a Copilot for thatā¦
M.G. Siegler
The Inner Ring š
Apple Becomes the Pupil
Snap and Meta teach Apple a lessonā¦
M.G. Siegler
The Inner Ring š
September 2024
The Art of the OpenAI Deal
Thinking through their numbers and those deal termsā¦
M.G. Siegler
The Inner Ring š
Apple Knew Where the Puck Was Going, But Meta Skated There
Metaās āOrionā points to the vision of an Apple āVisorāā¦
M.G. Siegler
The Inner Ring š
The Pixel Fold Makes the iPhone Look Old
Google figured out when to fold em -- Apple is still thinking on itā¦
M.G. Siegler
An AI Call to Arms
Sam Altman wraps a plea in some grandiose (and vague) promisesā¦
M.G. Siegler
Metaās Frenetic Connect Keynote
Weird pacing, awkward timing, cool products, and eternal optimismā¦
M.G. Siegler
Evan Spiegelās Spectacle
Snapās presentation was arguably more impressive than the productā¦
M.G. Siegler
Should Microsoft Ride in to Save Intel?
The white knight that once saved Apple can mount that steed againā¦
M.G. Siegler
The Inner Ring š
Apple Needs an Editor 2
Repeating Steve Jobsā old points of view is not an actual point of view
M.G. Siegler
Does Microsoft Have an AI Problem?
Itās early, but there sure is a lot of smoke billowingā¦
M.G. Siegler
The Inner Ring š
Apple Should Sign Howard Stern and Launch āPodcasts+ā
They may not care about podcasting, but they *do* care about Servicesā¦
M.G. Siegler
The Inner Ring š
August 2024
ESPNās Path to Be *the* Streaming Sports Bundle
Itās not exactly āclearā, as Amazon may battle them along the wayā¦
M.G. Siegler
The Inner Ring š
Mark Zuckerbergās Goal is to Be Neutral in Not Being Neutral
Is Meta going MAGA or GAGA?
M.G. Siegler
Google Isnāt Lazy, Itās Timid. As It Sadly Must Be.
Provocative soundbites aside, itās obvious why Google isnāt OpenAIā¦
M.G. Siegler
The Inner Ring š
We Donāt Need Another iPod for Streaming TV, We Need An iTunes
One service to rule them all. And in the darkness, bind them.
M.G. Siegler
Reminder: What Actually Disrupted Microsoft
It was not the Justice Department, despite the rhetoric this weekā¦
M.G. Siegler
OpenAI Generates More Turmoil
Itās probably time to change that non-profit structure for goodā¦
M.G. Siegler
Dear Zuck
This shit is embarrassingā¦
M.G. Siegler
The Inner Ring š
July 2024
Never Tweet Your Heroes
Also maybe never tweet, period.
M.G. Siegler
The Inner Ring š
Mark Zuckerbergās āThoughts on Open Source AIā
A page out of Steve Jobsā playbook to go after... Apple (and everyone else)
M.G. Siegler
When Steve Jobs Called the Design World to Arms
And basically talked about the 2024 state of computing in 1983
M.G. Siegler
Apple Should Buy HBO
And basically all of Warner Bros Discovery, which is sellingā¦
M.G. Siegler
Backing the Winner
Attention VCs: going for Trump is no longer the contrarian betā¦
M.G. Siegler
The Inner Ring š
How to Scale Paramount
Can Skydance finally, actually bridge Silicon Valley and Hollywood?
M.G. Siegler
The Inner Ring š
Almost All A.I. Investments are Going to Zero
Seemingly every investor I talk to these days is struggling with the same basic thing: they believe AI is going to be one of the most transformative technologies of the past several decades ā and perhaps ever ā but they have almost no idea how to invest in the space. And yet
M.G. Siegler
The Inner Ring š
Love Cinemas, Actually
Saving movie theaters needs to be about more than nostalgiaā¦
M.G. Siegler
The EU Plays Itself
The DMA is the latest in the series of stupidity that will doom the region
M.G. Siegler
Nothing Boring About OpenAIās Board
Appleās role rescinded, Microsoftās role renouncedā¦
M.G. Siegler
About That AI PC āSupercycleā
Redmond, do we have a problem?
M.G. Siegler
Inventing the Future vs. Extrapolating It
We predict obvious and silly things, but look right past the big onesā¦
M.G. Siegler
Epicās Poke-the-Bear Strategy
Epic and Spotify sure seem to like to taunt Apple in front of the EUā¦
M.G. Siegler
Comparing Oranges to Apple
Forget MacBooks, the āCopilot+ PCsā played themselves, quite literally
M.G. Siegler
The Real Life Bananaphone!
Some thoughts on the Clicks physical iPhone keyboard
M.G. Siegler
Threads is Thinking and Acting More in Real Time
Which is great, but one year in, what needles Threads?
M.G. Siegler
Apple Set to be in the Room Where OpenAI Happens
Apple entering OpenAIās boardroom is all sorts of interesting and wild!
M.G. Siegler
Almost All A.I. Investments are Going to Zero
Seemingly every investor I talk to these days is struggling with the same basic thing: they believe AI is going to be one of the most transformative technologies of the past several decades ā and perhaps ever ā but they have almost no idea how to invest in the space. And yet
M.G. Siegler
Talking His Own Facebook
Mark Zuckerberg takes on the sinners in the hands of an AI God
M.G. Siegler
June 2024
Behold: the Hackquisition
An acquisition by any other nameā¦
M.G. Siegler
The Entrapment of Apple š§
The EU would like Apple to roll out their products, just not their version of their products
M.G. Siegler
Being Too Early Is Worse Than Being Late
Amazon owned the AI assistant space -- until the space changed
M.G. Siegler
The Inner Ring š
The Netflixification of Russell Crowe
Hollywood has morphed around the great actor
M.G. Siegler
Appleās Vision
Can a stripped-down, less expensive headset save āSpatial Computingā?
M.G. Siegler
The Race to Restore Content Distribution
The ActivityPub work being done by Ghost and others is getting compellingā¦
M.G. Siegler
Stick to Stick Combat
Apple and the EU enter the next phase of the DMA battleā¦
M.G. Siegler
The Vision Pro No
The questions mount about the viability of Appleās Next Big Thingā¢
M.G. Siegler
āOpenAI Originalā
Technically, Ilya Sutskeverās new startup is called āSafe Superintelligenceā but come on, this is anti-OpenAI.
M.G. Siegler
AI DIVINE
NVIDIA becomes the most valuable company in the world
M.G. Siegler
The Envy of Everyone
A 2017 profile of Jensen Huang is even more incredible in 2024
M.G. Siegler
Of Tadpoles and Tentpoles
A 10 step plan to save the movie theater business
M.G. Siegler
The Inner Ring š
The Problem *Was* Jon Stewart
āThereās a mantra we all have to remember: Corporations are pussies.ā
M.G. Siegler
With AI, is Apple Getting the Vapors?
Dancing with the āvaporwareā devilā¦
M.G. Siegler
Can Microsoft Build āApple Intelligenceā in Reverse?
The countdown to āMicrosoft Intelligenceā feels on. Sorry, OpenAI.
M.G. Siegler
The Inner Ring š
Is Disney Forcing It?
āThe Acolyteā looks to be in troubleā¦
M.G. Siegler
Did Apple Just End AIās First Era?
AIās performance arms race yields to the product arms raceā¦
M.G. Siegler
The Inner Ring š
Why So Siri-ous, Indeed
How new Siri parallels old Siriā¦
M.G. Siegler
The Voice Assistant Who Cried Wolf
Can Siri meet the moment this time?
M.G. Siegler
Appleās Artificial Approach to āApple Intelligenceā
Apple is doing āAIā their way, in ways likely good and well, TBD
M.G. Siegler
Roaring Pity
Has the game stopped?
M.G. Siegler
As Apple AI Arrives, Will Wall Street Buy It? š§
āApple Intelligenceā is a good name, but it is a good narrative?
M.G. Siegler
The Impressively Infuriating M4 iPad Pro
Perhaps Appleās best hardware, forced to use limited software
M.G. Siegler
People at a Premium
AI will change Hollywood -- for the better
M.G. Siegler
The Inner Ring š
NVIDIAās Last Laugh with Apple
NVIDIA hits $3T market cap and soars past Apple
M.G. Siegler
Instagram Hijacks Your Scroll
To inject ads you cannot skip into your eyes. JFC.
M.G. Siegler
Can NVIDIA Become Intel Faster Than Everyone Becomes NVIDIA?
As money pours into AI, can NVIDIA stay ahead?
M.G. Siegler
The Inner Ring š
The Problem Apple Had with The Problem with Jon Stewart
āThe Daily Showā ratings surge where they didnāt for Appleā¦
M.G. Siegler
May 2024
Will OpenAI Bite the Microsoft Hand That Feeds?
A sense of tension between the two sides is inescapable
M.G. Siegler
The Inner Ring š
The Incredible Shrinking Movie Theater
Hollywood keeps fighting the change needed in movie theaters, but itās inevitable
M.G. Siegler
Ready or Not, Here Apple AI Comes
Will slow but not fully steady win the race?
M.G. Siegler
The Inner Ring š
The Curious Case of āFuriosaā
Itās both a good movie and a spectacle yet didnāt resonate in theaters
M.G. Siegler
Appleās Rightfully Boring AI Play
Apple is playing catch up, but doesnāt need to sprint
M.G. Siegler
The Overwhelming Chaos of AI is Underwhelming
The AI madness needs to settle to reach its potential -- and it will
M.G. Siegler
The Inner Ring š
Who Is She in āHerā?
The curious case of Scarlett Johanssonās voiceā¦
M.G. Siegler
Without Real Time Information, Threads is Pointless
Unleash the feeds
M.G. Siegler
The Inner Ring š
The Problem is Safari for iPad
Professional users hunt for a Mac-like Safariā¦
M.G. Siegler
Microsoftās Copilots with Qualcomm
...to usher in Copilot+ PCs and take on Apple
M.G. Siegler
Ovation Inflation
What is going on at Cannes and *who* is counting?
M.G. Siegler
Think: Thin
A slimmer $1,500 āiPhone Ultraā
M.G. Siegler
(Not) Sent From My iPad š§
The future of computing remains frustrating
M.G. Siegler
MacOS on the iPad: A Compromise
or: You Are Not Your Fucking iPad
M.G. Siegler
Venu, Hulu, Roku, Vudu
Streaming services have a name type, you might sayā¦
M.G. Siegler
Comcastās Bargain Bin Basement Bundle
StreamSaver! I cannot believe Apple and Netflix agreed to this nameā¦
M.G. Siegler
OpenAI Changes the Vocal Computing Game!
No sarcasm, just enthusiasm for GPT-4o
M.G. Siegler
The Inner Ring š
GPT-4o & the End of āHerā
Must AI life imitate art about AI?
M.G. Siegler
These Are Not Two Separate Devices...
Apple leaves the door slightly ajar for an iPad running macOSā¦
M.G. Siegler
The GPT-4o Asteroid
Alexa and Siri look towards the sky and see their doomā¦
M.G. Siegler
The Netflix Football League
The inevitable marriage of the largest sport with the largest streamerā¦
M.G. Siegler
A Crushing Blow š§
Apple needs to read the room in which they find themselvesā¦
M.G. Siegler
Our Streaming Shitshow
Disney Lets a Hundred Bundles Blossom
M.G. Siegler
As the Apple Ternus...
Might John Ternus succeed Tim Cook at Apple?
M.G. Siegler
Give Me Back My Sunsets!
The time Instagram wrongly banned me and threatened to destroy my life. āOops. Our bad.ā
M.G. Siegler
Apple Invents a Laptop with a Touchscreen
The new iPad Pro is awesome. And a bit silly.
M.G. Siegler
The Inner Ring š
The iPad Nano Air Pro
Thoughts on Appleās āLet Looseā iPad Event
M.G. Siegler
Nintendoās Bait-and-Switch
Well, they just Osbourneād the Switch... What now?
M.G. Siegler
His Dark Matters
Pearl Jamās latest album matters
M.G. Siegler
May the 4th, Rank the 4th
The āStar Warsā movie rankings in 2024
M.G. Siegler
Dreaming of an āiPad Ultraā
Apple, let us boot iPadOS or macOS on the iPad
M.G. Siegler
Appleās AI Strategy, At Your Service š§
The relative calm before the āAI, AI, AI, AI, AIā stormā¦
M.G. Siegler
Wonāt Get Fooled Again
Some decidedly unhelpful thoughts about investing in AI startupsā¦
M.G. Siegler
The Inner Ring š
What Are Hardware Companies Doing Here?
MKBHD on the annoying trend of half-finished products launching
M.G. Siegler
April 2024
Oh, the Humanity of Vision Pro
Apple really should have released the Vision Pro as a dev kit
M.G. Siegler
The Inner Ring š
I Think Iāve Seen This Film M4
If you squint, you can see a path to an M4 iPad to boost Appleās AI narrative leading up to WWDCā¦
M.G. Siegler
Amazonās Potential āSportsnightā
The NBA streaming deal seems smart -- Iām surprised Apple didnāt push harder for it.
M.G. Siegler
Is AI Spend the New Streaming Spend?
Wall Street loves to reward arms race spending -- until they donāt.
M.G. Siegler
The Inner Ring š
The Chilling of TikTok
Ban or not, this is the end of TikTok as we know it
M.G. Siegler
Losing Sight of the Vision Pro
With sales looking weak, what is Appleās strategy here?
M.G. Siegler
The āGoing Directā Bullshit Debate
Itās driven by AI and itās all PR anywayā¦
M.G. Siegler
The Inner Ring š
Metaās Quest Against Apple
Can āHorizon OSā be the Android to visionOS?
M.G. Siegler
An āiPhone Eā for āEmergingā
The case to re-release the three-year-old iPhone models elsewhere
M.G. Siegler
A Glimpse Into Modern News Consumption
At least via the Trump trial in NYC, which may not mean much -- stillā¦
M.G. Siegler
Disney Invents the TV Channel
Weāre working our way back to the cable bundleā¦
M.G. Siegler
Into Thin Airchat
Will the latest social thing be the next big thing?
M.G. Siegler
The Hard Thing About Hardware š§
Will the rise of AI lead to new consumer hardware?
M.G. Siegler
Alexa, Are We Over?
Amazon to Stop Paying Developers to Create Apps For AlexaAmazon.com Inc. will no longer pay developers to create applications for Alexa, scrapping a key element of the companyās effort to build a flourishing app store for its voice-activated digital assistant.BloombergMatt Day End of... well, something: Amazon.com
M.G. Siegler
IMAXās Big Picture
Film Fans Keep Splurging on Blockbusters in Imax, So Why Hasnāt Wall Street Gotten on Board?How Imax has quickly become the goldstandard in theatrical experiences.VarietyBrent Lang Itās easy to overthink it. With all the concerns about the future of cinemas ā as in the actual buildings where you
M.G. Siegler
āSnowā Show No More
Game Of Thrones Jon Snow Spinoff Series No Longer In Development At HBO
The Game of Thrones Jon Snow spinoff series is no longer in active development at HBO, Kit Harington confirms in an interview. Screen Rant
Adam Bentz We will continue to know nothing... more about Jon Snow, it
M.G. Siegler
Metaās Only Slightly Better Than Burning Books Plan...
How Tech Giants Cut Corners to Harvest Data for A.I.
Meta debated buying a publisher like Simon & Schuster for AI training data... The New York Times
Various There is a lot in this NYT report ā bylined by five reporters: Cade Metz, Cecilia Kang, Sheera Frenkel, Stuart A. Thompson and
M.G. Siegler
Where is the Colorful MacBook?
Iām not the least bit ashamed to admit that I hate April Fools Day. First, Iām someone who values high quality information above all else.1 Second, itās stupid. Yes, Iām a grinch or whatever. I just donāt find any of the jokes ā especially the jokes by tech companies ā funny.
M.G. Siegler
March 2024
Appleās Vision PROblem
Appleās Immersive Video problemOn Thursday Apple debuted its first immersive video since the Vision Pro launched, a five-minute-long compilation of highlights from the MLS Cup playoffs late last year. Without even seeing the vidā¦Six Colors Earlier this week, Apple finally ā and I do mean finally, it took them
M.G. Siegler
A Decade Under the Influence of Satya Nadella
Exactly 10 years ago I sent the tweet above. First and foremost, itās wild that it has been 10 years. So long ago, that they were still called ātweetsā.1 Second, my god what a decade Satya Nadella and Microsoft have had. On that day, Microsoft held an event in
M.G. Siegler
Appleās Practical Fight
At its core, the DoJās case against Apple seemingly would seek to undo a lot of what makes the iPhone the iPhone. Which is equal parts worrisome, weird, and wild. And so at the highest level, of course Apple is going to fight back against this. At the same time,
M.G. Siegler
Letās Be Real About Consumer š§
The recent reports that BeReal is struggling with either a fundraise or growth or both, is a bummer. I have no actual information about the round or company ā nor am I even a regular user (I had sort of been there/done that with Front/Back back in the day!
M.G. Siegler
This is Expensive Coffee
Microsoft Agreed to Pay Inflection $650 Million While Hiring Its Staff
Microsoft doesnāt want its plan to hire two of Inflection AIās co-founders and most of its 70-person staff to be seen as an acquisition... The Information
Jessica E. Lessin, Natasha Mascarenhas, & Aaron Holmes Just to follow-up on
M.G. Siegler
Quick Thoughts on DoJ v. Apple
U.S. Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly
The US DOJ sues Apple, alleging the company blocked its competitors from accessing iPhone features, made switching to non-Apple devices more difficult, and more... Techmeme
Various Headlines With the very large caveats that Iām not a lawyer ā let alone an
M.G. Siegler
Will āThe Acolyteā Be Too Zealot or Just Right?
āWhatever You Think The Acolyte Is, Itās Notā: Star Wars Series Creator Leslye Headland Revels in the First Teaser TrailerThe showrunner behind the Star Wars Original series, debuting June 4 on Disney+, talks about her film influences and love of Legends lore.Disney NewsKristin Baver Feels a little weird
M.G. Siegler
ESPNās Spaghetti-to-Wall Streaming Strategy
ESPN Boss Jimmy Pitaroās Chaotic Race to Remake the Sports Giant
Cable TVās collapse is forcing the Disney property out of its comfort zone, from hiring risky talent to a streaming gambit that ticked off the NFL Isabella Simonetti & Robbie Whelan Just in case you were wondering when
M.G. Siegler
Maybe Not Everything Needs an App Store
OpenAIās Chatbot App Store Is Off to a Slow Start
Last fall, OpenAI CEO Sam Altman sought to capitalize on the raging success of ChatGPT by launching an app store... The Information
Stephanie Palazzolo You get why everyone wants to build an āapp storeā ā everyone wants to be a
M.G. Siegler
What Was the Point of Inflection?
Microsoft Hires DeepMind Co-founder Mustafa Suleyman from Inflection to Run Consumer AI
Heās reporting to Satya Nadella and bringing on most staff from his Inflection AI startup... Techmeme
Various Headlines So many questions about this Microsoft/Inflection deal. Wait a minute, strike that. There is no deal. Well, there may
M.G. Siegler
A Bond for the (Correct) Ages?
Aaron Taylor-Johnson Offered James Bond Role
Reportedly will āsign contract this weekā The Sun
Howell Davies & Ellie Henman At last, some spy news on Spyglass. With the very real caveat that Iām linking to a UK tabloid (owned by News Corp) and that even they are couching this news with
M.G. Siegler
Tik-for-Tok
Once More With Feeling: Banning TikTok Is Unconstitutional & Wonāt Do Shit To Deal With Any Actual ThreatsOver the last few days, weāve had a few posts about the latest attempt to ban TikTok in the US (and to people who say itās only a divestiture bill: there
M.G. Siegler
For Whom the Tik Toks
TikTok Turns to Creators to Fight Possible Ban
Dozens of popular figures on the app have traveled to Washington to urge lawmakers to oppose a bill that could result in the platform being blocked in the United States. NYT
Sapna Maheshwari & Yiwen Lu Riddle me this: if youāre a Chinese-owned
M.G. Siegler
Appleās Trump Card
Apple finds itself in a weird spot at the moment. They long ago relinquished their beloved underdog status but now theyāre nearing the full transition to ābig baddieā in the eyes of many. āYou either die a hero or live long enough to see yourself become the villain,ā and all
M.G. Siegler
Cableās Continued Collapse
Major Pay TV Operators Shed 5 Million Subscribers in 2023 - TheWrapThe figure brings the industryās total net losses in the past five years to over 20 million, according to Leichtman Research GroupTheWrapLucas Manfredi Everyone knows by now (finally ā I wrote this almost a decade ago) that cable TV
M.G. Siegler
Appleās āOh Shit, We Fucked Upā Epic EU Moment
Epic says Apple will reinstate developer account, clearing path for Epic Games Store on iPhone - 9to5MacAfter a whirlwind of events, Epic Games says Apple has reinstated their App Store developer account. The move clears theā¦9to5MacZac Hall Well, someone got to Apple. Either it was the EU or, perhaps
M.G. Siegler
A Few Thoughts After Dune 2 Viewings
And now, I must repent. Last week, after my midnight viewing of Dune: Part 2 I noted that while this new film is great and an absolute spectacle, I felt as if I still liked the first film more. Well, I just watched it for a second time, at a
M.G. Siegler
The EU Fines Apple Which Apple Is Not Fine With
The EU Commission Fines Apple ā¬1.8B for Stifling Music Competition
iPhone maker hit by first-ever Brussels fine as competition watchdogs step up scrutiny of Big Tech Techmeme
Various Another day, another EU v. Apple situation. This fine, while more than triple what was expected, is not what matters here.
M.G. Siegler
February 2024
Behold: The Apple Television
A revolutionary new productivity tool. A truly amazing gaming device. And an insanely great content viewer. These were not three separate products,1 but instead, the promise of one product: the Vision Pro. Unfortunately, at least for now, it sure feels like only the last of those experiences is the
M.G. Siegler
Apple Rings and Things
Apple Ponders Whether to Develop Smart Glasses, Fitness RingApple has explored the idea of developing new wearable devices ā including a fitness ring, smart glasses and even AirPods with cameras ā to broaden one of its most important business areas. Also: Hear the latest on a HomePod with a screen, Appleās
M.G. Siegler
Vision Proās Inconvenient Truth
If you start me up
If you start me up, Iāll never stop. The Rolling Stones song, incidentally the one used to launch Windows 95, is stuck in my head. Because itās what I keep thinking about while trying to start using the Vision Pro. And I do mean ātryingā
M.G. Siegler
There and Back Again, a San Francisco Tale
Tech Leaders Fled San Francisco During the Pandemic. Now, Theyāre Coming Back.
Founders and investors who moved to Miami and elsewhere are returning to a boom in artificial intelligence and an abundance of tech talent. Wall Street Journal
Berber Jin & Angel Au-Yeung San Francisco is back! In 3 to
M.G. Siegler
Xbox (Every) Where?
The Verge had at least four articles focused on Microsoftās Xbox announcement last week ā thereās a joke in here somewhere about one for each of the whopping four games theyāre bringing to other consoles ā and upon reading each one, I still canāt quite parse what on Earth the strategy is
M.G. Siegler
True Enough
āWarning: Spoilers ahead for True Detective: Night Country I loved, loved, loved the first season of True Detective.1 The second season was, as everyone knows, pretty bad, despite a great cast. The third season was better, but nothing that I can honestly say I remember too much about. The
M.G. Siegler
Uber Wasnāt Worth $17B. True. Itās More Like $150B. And Rising.
Uber Isnāt Worth $17 BillionEarlier this month, investors poured $1.2 billion into Uber, a tech company whose smartphone app connects taxi drivers to passengers. The share of the business ā¦FiveThirtyEightAswath Damodaran One thing Iāve done for well over a decade: bookmark posts and takes that I find ridiculous
M.G. Siegler
Period?
Here we go again: āI donāt just think that Quest is the better value, I think Quest is the better product, period.ā Look, I actually donāt disagree with Mark Zuckerbergās overall stance here. Metaās Quest, as it stands right now on February 13, 2024 is a better overall product
M.G. Siegler
The Stopgap Sports Bundle
Now that a couple days have passed since the seeming bombshell sports streaming announcement which would further blow up the cable bundle dropped, a slew of new little details have come along, as you might expect. First and foremost, the timing of that announcement was pretty clearly to get ahead
M.G. Siegler
What a Mess
Earlier tonight, I joked about Bluesky moving up in my social media power rankings. To position number 4 of the 17 sites and services that I now need to update in order to reach the audience that has now completely dispersed since Xitter shit the bed. This is actually not
M.G. Siegler
The Crunch
TechCrunch+ Termination
Layoffs hit TechCrunch... Lux Capital
Danny Crichton With the unfortunate news of layoffs at TechCrunch last week, this post attempts to look at the why ā and in particular, what went wrong with āTechCrunch+ā, the siteās premium tier. With the large caveat that I was at TechCrunch a decade
M.G. Siegler
Laptop Ban? In 2024? What About My Facetop?
The year is 2024, and Iāve just been kicked out of a cafe for using a laptop. Well, technically I wasnāt kicked out, but rather was asked to put my laptop away because with the new year, theyāve decided to implement a no-laptop-policy. So I was effectively kicked out. I
M.G. Siegler
January 2024
My 2024 iPhone Homescreen
Historically, Iāve used the start of the new year to post a screenshot of the homescreen of my iPhone. Each year, Iām late in doing so. And each year, I get asked when itās coming. This year, Iām later than normal in doing so ā sorry, Iāve been busy spinning up
M.G. Siegler
Letās Face It
Happy Vision Pro Week to those who celebrate. The device ships on Friday.1 But we can expect the first official reviews to drop tomorrow. Those will be an interesting read for sure. Normally, reviews of Apple products are entirely predictable. This is not a knock on anyone who does
M.G. Siegler
Appleās Deliciously Dripping with Disdain Press Release
Earlier today, I laid out why I thought Apple might end up taunting the EU with any changes they implement to comply with the Digital Markets Act (DMA) laws set to take effect in March. And after a roughly 30 minute honeymoon period when folks thought Apple may actually be
M.G. Siegler
An Ode to the Volume Swipe
I said my second post would be another āmetaā post, but I lied. The truth is that itās late at night here in London and after a few hour delay launching this site earlier today (thanks for the help, Ghost), and during a āmidnight feedā of a baby, I found
M.G. Siegler