Thoughts On...
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October 2026
Apple’s LG Home Partnership • HBO Max/Paramount+ Super App
Apple’s would-be ‘HomePod Hub’ device starts to make a lot more sense if it launches alongside a bunch of other technology products for the home – and the best way to do that, fast, is with a deep partnership with a current player. One which also, I should note,
M.G. Siegler
September 2026
Anthropic’s Apocalyptic S-1 • Meta Enterprise
Anthropic’s leaked prospectus suggests that the what is likely to be the largest IPO in history may also be the strangest, shrouded in doom but perhaps not gloom? Meanwhile, while we already knew about Meta’s push towards a Cloud offering, by hiring their own Thomas Kurian, clearly they’
M.G. Siegler
The Great AI Agent Race • A “Super” AI Rebrand Attempt
Muse has likely kicked the AI agentic race that was already well underway into a higher gear, with seemingly all of Big Tech and Big AI set to respond. Or should I say, Big “SI” – you know, “Super Intelligence” the bigly branding that everyone is clearly going to adopt ASAP.
M.G. Siegler
Amazon Blocks Meta’s Muse • Apple’s iPhone Duo Pencil Pivot
Well, it didn’t take long for a full-on AI Agentic War to break out. No, not the kind that could potentially end humanity, but the kind that could end civility between the various players in Big Tech... Meanwhile, Apple’s ‘one more thing’ iPhone Duo almost had its
M.G. Siegler
Apple’s NVIDIA Challenge • Snap’s Specs Shitshow
Might Apple make their own AI chips? It’s easy to think of a few reasons why they would want to... Will Snap’s SPECs fail to launch? I mean, come on... Read on, for thoughts on…
M.G. Siegler
AI’s Mixed Messages • Siri AI’s Potential Developer Problem
Do you feel like every other headline and talking point coming out of the companies at the AI frontier contradict each other? You’re not alone there. The future is so bright... because of the nuclear blast that the rogue AI agents will trigger. By accident or on purpose. But
M.G. Siegler
Back to the Frontier AI Races • Netflix Out-YouTubes YouTube
The caution flags have been lifted. We’re back off to the frontier model races this week! While the Netflix and YouTube race continues unabated. Read on for thoughts on…
M.G. Siegler
August 2026
OpenAI’s Comeback • Hollywood’s Ticket Disaster
An OpenAI cover story gets thrown for a loop when their models hack a partner (one which NVIDIA may or may not be buying). And throwing some ice cold water on the blockbuster movie year for Hollywood. Read on for thoughts on…
M.G. Siegler
Bill Gates, Doomer • The Mac Mini Morphs
Uh, Bill Gates sounds a lot like... Dario Amodei in writing up his thoughts on where he thinks the world is headed with regard to AI. It’s a good essay, worth the read, but it’s certainly not going to help the AI perception problems! (And it’s also
M.G. Siegler
NVIDIA & Perplexity • Fable’s Stalled Growth
Why might NVIDIA want to buy – sorry, “hackquire” – part of Perplexity? And why might Fable’s growth be stalling for Anthropic? Read on for thoughts on…
M.G. Siegler