> ## Content Index > Fetch the complete content index at: https://spyglass.org/llms.txt > Use this file to discover other available public pages before exploring further. # Dispatch 014 - URL: https://spyglass.org/dispatch-014/ - Published: 2024-11-21T17:51:57.000Z - Updated: 2024-11-21T17:56:18.000Z - Description: Comcast's SpinCo Out Hunting • NVIDIA Makes Mint • The Fate of Chrome • Amazon Shows New 'Show' • End of Around the Horn • Writing on the Web - Author: M.G. Siegler - Tags: dispatch I'll keep this brief as it's freezing cold (literally) in London at the moment and my basement office heat leaves a bit to be desired... More when I thaw... 🎵 Listening to ["Ivy" by Frank Ocean](https://www.youtube.com/watch?v=AE005nZeF-A&ref=spyglass.org) ![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/2024/10/SGgreenWHITE.png) Subscribe Email sent! Check your inbox to complete your signup. --- ### I Think... 🦚 [**Comcast Will Issue its Cable Spinoff a Hunting License**](https://www.semafor.com/article/11/14/2024/comcast-will-issue-its-cable-spinoff-a-hunting-license?ref=spyglass.org) – While most spin-offs become acquisition targets, it does seem like Comcast is [setting up](https://spyglass.org/dispatch-013/#:~:text=%F0%9F%A6%9A%20Comcast%20Greenlights,suppose...%20%5BWSJ%20%F0%9F%94%92%5D) "SpinCo" to be a *buyer* in a market that is seemingly about to get quite acquisitive. Some of Paramount's properties feel obvious as that company works through [their merger](https://spyglass.org/skydance-paramount-scale/). Warner Bros Discovery can always [use more cash](https://spyglass.org/apple-hbo-warner-bros/), but they may also want to be a buyer to continue to bulk up Max. Everyone clearly wants to partner – [including Comcast](https://spyglass.org/streamsaver/) itself with the left-behind Peacock – which would be cheaper, so the market dynamics will be interesting. Remember too that beyond the cable channels, this new company has tangential properties like Fandango [and Rotten Tomatoes](https://spyglass.org/the-arbiter-of-movie-quality-comcast/), so they could buy more of those types of things. I'm still confused by the cleaving of MSNBC and CNBC from NBC itself – ["Microsoft NBC"](https://en.wikipedia.org/wiki/MSNBC?ref=spyglass.org) now is no longer Microsoft nor NBC – and I'm seemingly [not alone there](https://variety.com/2024/tv/news/msnbc-faces-big-changes-comcast-cable-spin-off-rachel-maddow-mark-lazarus-1236215502/?ref=spyglass.org). But some think it will be good for those properties as they'll get more resources. \[**Semafor**\] **💰** [**NVIDIA Doubles Profit as A.I. Chip Sales Soar**](https://www.nytimes.com/2024/11/20/technology/nvidia-earnings-chips-ai.html?ref=spyglass.org) – Good news everyone, Jensen emerged and saw his shadow; AI's season of exuberance will continue for at least another quarter. While the stock is down a bit in pre-market trading, that mainly feels like a [law of large numbers](https://www.investopedia.com/terms/l/lawoflargenumbers.asp?ref=spyglass.org) problem: NVIDIA thinks they'll grow revenue a *mere* 70% this quarter, versus the 94% last quarter. These [remain](https://spyglass.org/return-of-the-rings/#:~:text=%F0%9F%A5%8A%20NVIDIA%20Crushes,assault.%20%5BCNBC%5D) staggering numbers for a company at this scale. And profit is even more impressive – that grew 106% y/y and the company passed both Amazon and Meta in that regard on a quarterly basis. The company, [once again](https://spyglass.org/ai-divine-nvidia/) the most valuable in the world, [*makes up nearly double*](https://www.ft.com/content/74eadcfc-a149-43dc-84d6-f5ac01549577?ref=spyglass.org) *the percentage of the S&P 500 than what Cisco did at their in their Dot Com Bubble peak 2000* – but profit and earnings are also far stronger than Cisco saw back then. Meanwhile, any sort of AI training ["slow down"](https://spyglass.org/the-ai-wall/) (much [contested](https://spyglass.org/dispatch-011/#:~:text=Look%2C%20I%27m%20of%20the%20belief%20that%20AI%20will%20figure%20out%20a%20way%20out%20of%20any%20current%20plateau%2C%20but%20tweeting%20out%20%22there%20is%20no%20wall%22%20feels%20a%20bit%20too%20insecure%20for%20my%20taste.%20You%20shut%20people%20up%20by%20shipping.%20%5BBI%20%F0%9F%94%92%5D) in recent days) [doesn't worry Jensen](https://techcrunch.com/2024/11/20/nvidias-ceo-defends-his-moat-as-ai-labs-change-how-they-improve-their-ai-models/?ref=spyglass.org) as he believes they're also [perfectly primed for a shift](https://spyglass.org/nvidia-intel-ai-bet/) to inference (versus the chip upstarts more focused on that element of AI compute). He, of course, would say that. But he's given people – and certainly Wall Street – [no reason](https://spyglass.org/nvidia-blackwell-gpus/) *not* to [believe him](https://spyglass.org/the-envy-of-nvidia/) yet. \[**NYT**\] **⚖️** [**DoJ Asks Court to Force Google to Spin Off Chrome**](https://edition.cnn.com/2024/11/20/business/google-sell-chrome-justice-department/index.html?ref=spyglass.org) – With [the official filing](https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rRkFWieRAk%5FY/v0?ref=spyglass.org) now out there, there's not too much to add [beyond the initial reports](https://spyglass.org/google-chrome-spin-out/), but there are a few more [details and nuance](https://www.bloomberg.com/news/articles/2024-11-21/justice-department-seeks-google-chrome-sale-to-curb-monopoly?ref=spyglass.org). Notably, the DoJ did consider also asking for the spin off of Android, but thought that might be [a bridge too far](https://spyglass.org/the-google-break-up/) here, for now – they're keeping the option on the table for a later date were these remedies not to work (or not to be implemented). There are asks to decouple Android and Search and Play Store. Google, naturally, is [not happy](https://blog.google/outreach-initiatives/public-policy/doj-search-remedies-nov-2024/?ref=spyglass.org) with any of these "staggering" and "radical" proposals. In particular, the data sharing/licensing concepts have them bringing up the security and privacy angle – [how very Apple of them](https://spyglass.org/apple-to-eu-drop-dead/)! And they really can't be happy about the elements that would "chill" their AI work. Interestingly, though [as expected](https://spyglass.org/google-antitrust/), they also signaled being open to talking about the default search deals. Their proposal will be due on December 20\. \[**CNN**\] **📺** [**Amazon’s new Echo Show 21**](https://www.theverge.com/2024/11/20/24301489/amazon-echo-show-21-smart-display-price-specs-release-date?ref=spyglass.org) – I can't decide which is more likely: **1)** If Amazon was sitting on these waiting to debut them alongside ['Remarkable Alexa'](https://spyglass.org/remarkable-alexa-event/), but since she's been [delayed now](https://spyglass.org/unremarkable-alexa/) [multiple times](https://spyglass.org/dispatch-012/#:~:text=%F0%9F%97%A3%EF%B8%8F%20Internal%20Docs,situation...%20%5BFortune%5D), they still wanted to get them out for the holidays. **2)** Amazon knows [Apple's similar-sounding home hub thing](https://spyglass.org/apples-new-hip-to-be-square-home-device-2/) is coming early next year and again, aimed to get these out now to get a nice install base with the holidays when Apple's device hits. In the immortal words of the meme: [why not both?](https://knowyourmeme.com/memes/why-not-both-why-dont-we-have-both?ref=spyglass.org) I will say, a 21" screen seems pretty large, at what point do we just call this a TV? Perhaps [another question for Apple](https://spyglass.org/apple-television-set/) too at some point... \[**Verge**\] **⚾️** [***Around the Horn* ending in 2025 after 23-year run on ESPN**](https://nypost.com/2024/11/20/sports/around-the-horn-ending-in-2025-after-23-year-run-on-espn/?ref=spyglass.org) – This hasn't been confirmed by the network yet, but [*The Athletic* also corroborated](https://www.nytimes.com/athletic/5937412/2024/11/21/espns-around-the-horn-ending-in-2025-after-23-year-run-sources/?ref=spyglass.org) it so it seems like a done deal. Which sucks. I've been watching the show since it started 22 years ago. I started watching as a college kid and continued over 5 cities in 3 states and 2 countries. Now I'm a father of two in London, still watching it. While I also enjoy *PTI*, there's something about *ATH* that I just find so comforting and enjoyable and entertaining. In fact, [my first ever tweet](https://x.com/mgsiegler/status/3091363?ref=spyglass.org) was about the show. And, coincidentally, last night [I sent out a *skeet*](https://bsky.app/profile/mgsiegler.com/post/3lbg2bb36ik2g?ref=spyglass.org) because the show itself wrapped *with* [*Mina Kimes using her 'Face Time' to talk about Bluesky*](https://bsky.app/profile/minakimes.bsky.social/post/3lbfzna3ans2c?ref=spyglass.org). \[**New York Post**\] --- ### I Wrote... Just a few thoughts today on writing/blogging platforms and owning your home on the internet... [I’ve Been Here for YearsBut where, has changed -- too often, I’m afraid…![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/icon/Spyglass-Rings---Multi-159.png)SpyglassM.G. Siegler![](https://storage.ghost.io/c/af/ca/afcaa655-46e2-45b8-889a-2881de5cce69/content/images/thumbnail/mgs22_younger_mans_hands_typing_on_a_keyboard_--ar_43_--v_6.1_3b8045fb-a5d4-4b03-af3b-89d139cc321b_0-1.png)](https://spyglass.org/writing-on-the-web/) --- ### I Link... - A fun anecdote of the time John Gruber met **Dr. Oz** at an **Apple Event**. "A staggeringly uninteresting and uninterested man." \[[**Daring Fireball**](https://daringfireball.net/2024/11/dr%5Foz?ref=spyglass.org)\] - One of the key ad tech players, **The Trade Desk**, is now building their **own OS** for connected TVs to combat Google, Amazon, etc (they partner with Roku, but still this will ultimately be competitive to their boxes). **Sonos** sounds like a likely partner for their ([rumored](https://www.bloomberg.com/news/articles/2023-11-21/sonos-plans-400-500-headphones-tv-set-top-box-video-roam-2-new-sound-bar?leadSource=uverify%20wall&ref=spyglass.org)) set top box. \[[**Axios**](https://www.axios.com/2024/11/20/the-trade-desk-smart-tv-operating-system-ventura?ref=spyglass.org)\] - The ability to **stream** your own **Xbox** games from the Microsoft's cloud has started to roll out (just 50 titles to start) – [essentially](https://spyglass.org/looking-up/#:~:text=Beyond%20their%20Xbox,game...%20%5BVerge%5D) their ["iTunes Match"](https://support.apple.com/en-gb/108935?ref=spyglass.org) feature until every game moves to the cloud, one day. \[[**Verge**](https://www.theverge.com/2024/11/20/24300547/xbox-cloud-gaming-game-library-streaming?ref=spyglass.org)\] - As **Bluesky** [soars](https://spyglass.org/dispatch-013/#:~:text=%F0%9F%A6%8B%20Bluesky%20Tops,day.%20%5BTechCrunch%5D), **Threads** rolls out custom feeds – in testing for roughly 15 minutes – what a [coincidence](https://spyglass.org/bluesky-is-twitters-heir-apparent/)! \[[**TechCrunch**](https://techcrunch.com/2024/11/20/as-bluesky-soars-threads-rolls-out-custom-feeds-globally/?ref=spyglass.org)\] - Oh and look, they're also **"rebalancing"** their main feed to try to emphasize accounts you follow more. But no, they still won't let you default to the following feed. Which is beyond stubborn. \[[**Verge**](https://www.theverge.com/2024/11/21/24302400/threads-algorithm-focus-people-you-follow?ref=spyglass.org)\] - The **xAI** valuation has crept up to a nice, even **$50B** – basically, one-third OpenAI – with a new funding round. And that [could jump again soon](https://spyglass.org/dispatch-010/#:~:text=%F0%9F%92%B8%20Valuations%20at,number%3F%20%5BFT%20%F0%9F%94%92%5D) as Elon Musk raises massive amounts of capital to double the size of their AI supercomputer. The "Trump Bump" has [undoubtedly](https://spyglass.org/paidpals/) helped too. A new [space race](https://spyglass.org/openai-xai-microsoft-space-race/) – complete with [political intrigue](https://spyglass.org/dispatch-010/#:~:text=%E2%9A%96%EF%B8%8F%20Elon%20Musk,topic.%20%5BNYT%5D) – is on. \[[**WSJ**](https://www.wsj.com/tech/ai/elon-musks-startup-xai-valued-at-50-billion-in-new-funding-round-7e3669dc?ref=spyglass.org) 🔒\] - **Apple**, meanwhile, is still making the case that [their own antitrust case](https://spyglass.org/good-luck-doj/) brought by the **DoJ** should be thrown out for [making up market segments](https://spyglass.org/the-non-premium-market-apparently/). \[[**Verge**](https://www.theverge.com/2024/11/20/24301660/apple-doj-motion-dismiss-antitrust-lawsuit?ref=spyglass.org)\] - While **Apple** may not want [the headache of regulation](https://spyglass.org/so-much-for-the-apple-bank/) that they'd get by [becoming](https://500ish.com/the-apple-bank-a2574cfbf99e?ref=spyglass.org) a **bank**, they're getting some of it anyway, thanks to the success of **Apple Pay**. \[[**Bloomberg**](https://www.bloomberg.com/news/articles/2024-11-21/apple-pay-other-tech-firms-come-under-cfpb-regulatory-oversight?ref=spyglass.org) 🔒\] - In a jarring move, **Nick Pickles** jumped from **Xitter** to **World Network** – aka: the artist [formerly known as Worldcoin](https://spyglass.org/smelling-the-roses/#:~:text=Worldcoin%20drops%20the%20%27coin%27.%20It%27s%20cleaner.%20It%27s%20also%20less%20crypto%2Dy.%20Still%20got%20that%20whole%20retina%2Dscanning%20orb%20optics%20problem%20though...%20%5BTechCrunch%5D) – aka: that other startup founded by Sam Altman – aka: his former boss' foil. They [certainly](https://spyglass.org/diverging/#:~:text=%F0%9F%91%81%EF%B8%8F%20Worldcoin%20Is,out.%20%5BWSJ%20%F0%9F%94%92%5D) could use [his services](https://spyglass.org/twitters-pickle/) but the, um, optics here... \[[**Reuters**](https://www.reuters.com/technology/xs-former-top-policy-chief-takes-job-with-elon-musk-rival-sam-altman-2024-11-21/?ref=spyglass.org)\] --- ### I Quote... > "The titles, numbers, they’re there. People probably know that. The way I’d like to be remembered more is like a good person from a small village in Mallorca." \-- **Rafael Nadal**, [speaking after](https://x.com/thetennisletter/status/1859019568943165642?ref=spyglass.org) his final [match](https://sports.yahoo.com/rafael-nadal-loses-to-botic-van-de-zandschulp-at-davis-cup-in-final-match-before-retirement-190851125.html?.tsrc=1317&bt%5Fuser%5Fid=ZcELz7vcB5i+8y0QlRWw/8a3oHEqAaLbWO67L71i0UNis04geeChnnu8Om9Q2CJwxxj8pFku2VlKe99VQcb7xSSuqIDKda9LOno+M2QkT6I4w+ee8mhnB9N2KGv7dP8D&bt%5Fts=1732105790356&ref=spyglass.org) as a professional tennis player. One of the three best ever. Best ever on clay, [period](https://www.nytimes.com/athletic/5500866/2024/10/10/rafael-nadal-clay-opponent-experience/?ref=spyglass.org). I feel lucky to have seen the primes of Nadal, Novak Djokovic, and Roger Federer as they battled each other to win nearly every single Grand Slam final every year, [for basically 20 years](https://en.wikipedia.org/wiki/List%5Fof%5FGrand%5FSlam%5Fmen%27s%5Fsingles%5Fchampions?ref=spyglass.org). --- ## The Spyglass Dispatch A daily newsletter by M.G. Siegler Subscribe Email sent! Check your inbox to complete your signup. Sent from afar on weekdays...