# Spyglass
> Insight from afar by M.G. Siegler
Public Ghost content for AI and LLM tooling. Use `/llms-full.txt` for consolidated page and post context.
Append `.md` to any post or page URL to get the content in Markdown (for example, `/example-post.md`).

## Pages
- [2soon](https://spyglass.org/2soon-2.md)
- [About](https://spyglass.org/about.md) - Spyglass is a collection of written works, thoughts, and analysis by M.G. Siegler, a long-time technology investor and writer. While the core focus is on the tech sector, a wide-range of topics will be explored. Perhaps the best way to frame the site is as a real-time notebook for what M.G. is read…
- [Apple's AI Saga](https://spyglass.org/apple-ai-siri.md) - The ongoing roll-out of Apple Intelligence amidst the Siri mess...
- [From Afar (2024)](https://spyglass.org/column-2024.md) - Columns published in 2024. Those which are exclusive to paid members are denoted below, outlined in SEA GREEN. Members of The Inner Ring will get the full access: 𑗏 Sign up for Spyglass 𑗏 ⌾ Upgrade to The Inner Ring ⌾December 202410 Big Predictions for 2025One of which may actually happen…Spyglas…
- [From Afar (2025)](https://spyglass.org/column-2025.md) - Columns published in 2025. Those which are exclusive to paid members are denoted below, outlined in SEA GREEN. Members of The Inner Ring will get the full access: 𑗏 Sign up for Spyglass 𑗏 ⌾ Upgrade to The Inner Ring ⌾December 202510 Big Predictions for 2026Here we are again, the final day of the…
- [From Afar](https://spyglass.org/column.md) - The Spyglass Column
- [Thoughts On...](https://spyglass.org/commentary.md) - Paid Spyglass Commentary
- [I Was Right...](https://spyglass.org/i-was-right.md) - On the final day of 2024, I made 10 predictions for 2025 that proved to be quite accurate. So I did some for 2026 as well. But I also sprinkle such predictions in posts throughout the year on Spyglass... Alexa Kills Off Rufus On February 2, 2024, when Amazon rolled out 'Rufus', their AI shopping as…
- [Meta's Great AI Reboot](https://spyglass.org/meta-superintelligence-lab.md) - Mark Zuckerberg sets out to build a 'Superintelligence' Super Team...
- [Microsoft & OpenAI: A Love/Hate Story](https://spyglass.org/microsoft-openai.md) - The ongoing epic tale that has shaped the current state of AI...
- [Inklings (2024)](https://spyglass.org/newsletter-2024.md) - Newsletters published in 2024
- [Inklings (2025)](https://spyglass.org/newsletter-2025.md) - Newsletters published in 2025
- [Inklings](https://spyglass.org/newsletter.md) - The Spyglass Newsletter
- [Sign Up](https://spyglass.org/sign-up.md)
- [Sign Up](https://spyglass.org/soon.md) - Sign Up for Spyglass The Outer Ring: Free The Inner Ring: $10/month or $100/year SUBSCRIBE
- [#tags](https://spyglass.org/tags.md) - Topics 🗄️ * AI 🤖 * Apps 📱 * Cars 🚙 * Commerce 🛍️ * Design 🧑‍🎨 * Earnings 📊 * Email 📧 * Entertainment 🍿 * Fediverse 🪐 * Film 🎞️ * Food 🍔 * Gaming 👾 * Investments 💸 * Journalism 📰 * Legal ⚖️ * Life 🏡 * Money 💰 * Music 🎵 * Podcasts 🎙️ * Politics 🗳️ * Open Source 👐 * Quantum Compu…
- [The AI Bubble](https://spyglass.org/the-ai-bubble.md) - Ongoing writing about our moment in time...
- [The Inner Ring](https://spyglass.org/the-inner-ring.md) - The Spyglass Paid Tier
- [WWDC 2024](https://spyglass.org/wwdc-2024.md) - Articles leading up to and after Apple's WWDC keynote on June 10, 2024...
- [WWDC 2025](https://spyglass.org/wwdc-2025.md) - Articles leading up to Apple's WWDC keynote on June 9, 2025...

## Posts
- [OpenAI's Dots Dichotomy](https://spyglass.org/openai-dots-chatgpt-ai-assistant.md) - ChatGPT's cutesy AI assistant feels torn between work and play...
- [Anthropic's Apocalyptic S-1 • Meta Enterprise](https://spyglass.org/thoughts-on-anthropics-apocalyptic-s-1-meta-enterprise.md)
- [As the AI Communication Crisis Mounts, Here's Steve Jobs](https://spyglass.org/steve-jobs-crisis-comms-antennagate-ai.md) - Handling a completely different communication crisis, in a completely different era, but still... just a masterclass.
- [Star Wars: Episode Tentative](https://spyglass.org/star-wars-episode-ten-tative.md) - Jon Watts seems a safe director choice, perhaps way too safe...
- [Where is the 'Where I've Been' Service?](https://spyglass.org/where-ive-been-service.md) - With Foursquare faded, it's sort of wild that no one has stepped up, especially in our AI age...
- [Inklings #027 📧](https://spyglass.org/inklings-metas-vision-pro-copilots-super-app-streaming-ads-doj-helps-apple.md) - Meta's Vision Pro • Copilot's 'Super App' • Streaming Ads • DoJ Helps Apple • Dark 'Artificial' Trailer
- [Meta Unveils the Vision Pro Apple Should Have Shipped](https://spyglass.org/meta-vr-glasses-vision-pro.md) - Meta VR Glasses still seem far from perfect, but are at least a credible consumer product...
- [The M-pire Strikes Back](https://spyglass.org/meta-muse-connect-keynote.md) - Meta. Muse. Mark. Make a pretty killer Connect keynote...
- [The Great AI Agent Race • A "Super" AI Rebrand Attempt](https://spyglass.org/thoughts-on-the-great-ai-agent-race-a-super-ai-rebrand-attempt.md)
- [Meta Muse is People](https://spyglass.org/meta-muse-ai-humans.md) - Humans backing up AI isn't new, but won't help the trust issues...
- [Soylent Googlebook is Android](https://spyglass.org/googlebook-android.md) - Google's latest OS seems more about Android vs. Windows (and maybe Mac) than about some new AI PC play...
- [Amazon Blocks Meta's Muse • Apple's iPhone Duo Pencil Pivot](https://spyglass.org/thoughts-on-amazon-blocks-metas-muse-apples-iphone-duo-pencil-pivot.md)
- [Why Didn't Google Build Muse?](https://spyglass.org/why-didnt-google-build-muse.md) - Meta shipped the AI assistant that Google should have long ago...
- [The Apple Natural](https://spyglass.org/john-ternus-the-apple-natural.md) - John Ternus seems in command when talking about Apple products...
- [Inklings #026 📧](https://spyglass.org/inklings-metas-camera-less-glasses-apples-surveillance-claude-unifies-prime-bundles-dario-writes-bond-jack-bond.md) - Meta's Camera-Less Glasses • Apple's Surveillance • Claude Unifies • Prime Bundles • Dario Writes • Bond, Jack Bond
- [Apple's NVIDIA Challenge • Snap's Specs Shitshow](https://spyglass.org/thoughts-on-apples-nvidia-challenge-snaps-specs-shitshow.md)
- [Meta's Amusing Muse](https://spyglass.org/metas-amusing-muse.md) - They shipped a pretty killer AI assistant, can they keep people using it?
- [Apple TV Dethrones HBO](https://spyglass.org/apple-tv-hbo-emmys.md) - Well, in Emmy wins at least. And Netflix too!
- [AI's "No Fate" Future](https://spyglass.org/ai-end-of-humanity.md) - Is AI about to end humanity? No one knows – most notably those proclaiming such things...
- [Apple Unveils the CEO Handoff](https://spyglass.org/the-ternus-note.md) - The first John Ternus keynote was a success, and there's a clear path for them to get even better...
- [The Apple Event Smelled of a Rich Mahogany](https://spyglass.org/iphone-duo-event.md) - Some thoughts on the iPhone Duo event...
- [Let There Be 'iPhone Duo'](https://spyglass.org/iphone-duo.md) - A few last-minute details about Apple's first foldable...
- [AI's Mixed Messages • Siri AI's Potential Developer Problem](https://spyglass.org/thoughts-on-ais-maniacal-mixed-messages-siri-ais-potential-developer-problem.md)
- [You Cannot Unsee 'You Can See Everything'](https://spyglass.org/you-can-see-everything-teaser.md) - What did I just watch?
- [Who is Holding the App Store Line?](https://spyglass.org/app-store-policy-shifts.md) - And is that line about to shift – in a good or bad way?
- [Inklings #025 📧](https://spyglass.org/inklings-app-store-succession-cybercab-launch-azure-reporting-no-google-breakup-snaps-specs-situation.md) - App Store Succession • Cybercab Launch • Azure Reporting • No Google Breakup • Snap's Specs Situation
- [OpenAI's AGI Eras Tour](https://spyglass.org/agi-2026.md) - With 'GPT-6 Astra', AGI is here! Congrats, everyone!
- [Back to the Frontier AI Races • Netflix Out-YouTubes YouTube](https://spyglass.org/thoughts-on-back-to-the-frontier-ai-races-netflix-out-youtubes-youtube.md)
- [Can Someone Finally Architect Personal Assistant AI?](https://spyglass.org/the-swiss-assistant.md) - The always promised product that always fails to deliver...
- [OpenAI's Comeback • Hollywood's Ticket Disaster](https://spyglass.org/thoughts-on-openais-potential-comeback-hollywoods-movie-tickets-sold-disaster.md)
- [Inklings #024 📧](https://spyglass.org/inklings-nvidias-profit-crown-nvidias-hugging-face-deal-hugging-faces-robot-metas-openclaw.md) - NVIDIA's Profit Crown • NVIDIA's Hugging Face Deal • Hugging Face's Duck Robot • Meta's 'OpenClaw for Normies'
- [Meta’s Complicated AI Context](https://spyglass.org/meta-ai-context-watermelon-hatch.md) - Meta is back in the AI discussion, but are they actually at the table?
- [Meta's Poke on the Wrist](https://spyglass.org/metas-poke-on-the-wrist.md) - Why Meta is quitting their legal fight...
- [Bill Gates, Doomer • The Mac Mini Morphs](https://spyglass.org/thoughts-on-bill-gates-doomer-the-mac-mini-morphs.md)
- [Begun, the Bundle Wars Have](https://spyglass.org/streaming-bundle-wars.md) - The battle to control streaming has shifted...
- [NVIDIA & Perplexity • Fable’s Stalled Growth](https://spyglass.org/thoughts-on-nvidia-perplexity-fables-stalled-growth.md)
- [So Much For the 'PervPods'](https://spyglass.org/pervpods.md) - Apple may aim to combat any 'surveillance tech' backlash with comically low AirPod AI camera resolutions...
- [Inklings #023 📧](https://spyglass.org/inklings-newfangled-hackquisitions-epic-v-apple-meta-v-states-openai-v-apple-stripe-of-ai-vision-pro-pickle.md) - Newfangled 'Hackquisitions' • Epic v. Apple • Meta v. States • OpenAI v. Apple • 'Stripe of AI' • Vision Pro Pickle
- [By the Power of Streaming](https://spyglass.org/masters-of-the-universe-streaming-success.md) - He-Man finds his Sword of Power on Amazon Prime Video...
- [YouTube and Netflix Head to War](https://spyglass.org/youtube-and-netflix-creator-war.md) - The battle has been brewing, forcing creators to pick a side escalates...
- [Pushing or Pacing or Pulling Back From the AI Frontier?](https://spyglass.org/ai-frontier-race.md) - Is this a breather in AI development, or something more?
- [Apple's EU App Store Armistice](https://spyglass.org/apple-eu-app-store-new-rules.md) - Might it point to a path forward for the US App Store too?...
- [Apple Versus the Glassholes](https://spyglass.org/airpods-vision.md) - Leveraging AirPods as their first true AI wearable should help ease Apple into a tricky market...
- [You Gotta Fight For Your Write](https://spyglass.org/anthropic-ai-watermarks.md) - By pissing on their product, Anthropic pisses off everyone...
- [The Pixel 'HiLight' is a LowLight](https://spyglass.org/google-pixel-hilight-lowlight.md) - What was Google thinking here?
- [The Write Stuff](https://spyglass.org/ai-writing.md) - Using AI to write is not quite so black and white...
- [Google (Again) Brings a Comedian to a Tech Keynote](https://spyglass.org/google-pixel-event-trevor-noah.md) - The 'Made by Google' event clearly isn't for me. But is it for anyone?
- [Apple's App Store Fees Live to Die Another Day](https://spyglass.org/apple-app-store-cut-death.md) - ...perhaps today. Almost certainly soon.
- [Predicting Google's AI Earthquake](https://spyglass.org/predicting-googles-ai-earthquake.md) - A chat about Apple's component predicament, Microsoft's accounting, and yes, Google's AI situation (just before it was shaken up)...
- [Meta's Open Weight Whiplash](https://spyglass.org/meta-open-ai-muse-glimmer.md) - Zuck returns to his "open" AI arguments at an opportune time...
- [Paramount Aims to Lower the Lowest Bar on Movie Theaters](https://spyglass.org/paramount-aims-to-lower-the-lowest-bar-on-movie-theaters.md) - A contractual agreement around *quantity* of movies in theaters? What could possibly go wrong?
- [OpenAI’s Device All About the 'O'?](https://spyglass.org/openai-ai-device.md) - A voice-first AI device that requires no handle because it is a handle...
- [If You're Not Paying for the Tokens...](https://spyglass.org/you-are-the-tokens.md) - Meta has a new *business* model to drive down AI usage costs...
- [Google’s Mind Is Now Less Deep](https://spyglass.org/google-deepmind-hassabis-dean-gemini.md) - Historic talent is leaving DeepMind and Google, but that may ultimately *help* Google's Gemini efforts...
- [Microsoft's Many Aborted AI Takeoffs with Copilot](https://spyglass.org/microsoft-copilot-ai-strategy.md) - Can Microsoft win by selling pick-your-own model and data sovereignty in an AI Austerity Era?
- [OpenAI Shows Some Receipts](https://spyglass.org/openai-vs-apple-emails.md) - But will publishing these specific messages be enough to stop Apple's real goal here: legal discovery?..
- [What if Anthropic is Right?](https://spyglass.org/what-if-anthropic-is-right.md) - What if we're dangerously close to tripping into oblivion?
- [Hollywood's Brand New Day?](https://spyglass.org/spider-man-box-office-record.md) - Predictably awesome box office results also require caveats galore...
- [Sticking the Landing](https://spyglass.org/the-bear-ending.md) - 'The Bear' did it, many others have not...
- [The CapEx Two-Step](https://spyglass.org/the-capex-two-step.md) - Microsoft's masterful management of CapExpectations...
- ['Apple as a Service' At Last](https://spyglass.org/apple-as-a-service.md) - Not quite 'iPhone Prime' but also, almost!
- [YouTube "Hackquires" Peacock](https://spyglass.org/youtube-plus-peacock.md) - A rather brilliant move, perhaps on both sides! Sorry, Netflix.
- [The Ideal Writing Day (At Least to Write a Spy Novel)](https://spyglass.org/ian-fleming-writing-routine.md) - Ian Fleming was on to something...
- [Thoughts on "Open" Models](https://spyglass.org/open-weight-ai-models.md) - The open letter on open weights feels familiar yet different...
- [How to Lose AI in 10 Days](https://spyglass.org/open-vs-closed-ai.md) - Open vs. Closed. US vs. China. Big Tech vs. Big AI. Oh my...
- [Google (Again) Clearly Needs to Unite Their AI Clans](https://spyglass.org/google-gemini-fiasco.md) - Um, where is Gemini 3.5 Pro?
- [OpenAI Makes ChatGPT ChatGPT Again](https://spyglass.org/chatgpt-brings-back-chatgpt.md) - Still far from perfect, but less of a complete and utter mess...
- [Can Netflix Become (More Like) YouTube Faster Than...](https://spyglass.org/netflix-vs-youtube.md) - YouTube is poised to unify the streaming championship belts...
- [OpenAI’s Chat Robot](https://spyglass.org/openai-chat-robot.md) - What can Apple say about a device designed for vocal AI?
- [Apple's Email Found OpenAI Well](https://spyglass.org/apple-hopes-this-email-found-openai-well.md) - Well, not well. But it seemingly still found their inbox...
- [Apple Going All-In on AI Chips](https://spyglass.org/apple-ai-chips.md) - Might they too challenge NVIDIA one day, at least on inference?
- [Reading Between the Apple v. OpenAI Lawsuit Lines](https://spyglass.org/apple-v-openai-lawsuit-lines.md) - This is clearly about more than one or two people...
- [Super Apps Last All Summer Long](https://spyglass.org/super-apps-last-all-summer-long.md) - A chat about AI Super Apps, Apple's AI position, and World Cup VAR
- [Apple Goes for OpenAI's Jugular](https://spyglass.org/apple-vs-openai.md) - If their lawsuit is successful, that ChatGPT device may be no more...
- [The ChatGPT "Super App" Sort of Super Sucks](https://spyglass.org/chatgpt-gets-to-work.md) - Even if it's ultimately the right call, the new Mac app is a mess...
- [Your AI Margin is Meta's Opportunity](https://spyglass.org/meta-ai-cloud-business-model.md) - Mark Zuckerberg comes out swinging with an AI business model and low-low prices
- [The First True AI Chatbot](https://spyglass.org/gpt-live.md) - As in, actually chatting. As in, with voice.
- [There Is No Phone](https://spyglass.org/there-is-no-phone.md)
- [The Most Profitable Company Is... Samsung?](https://spyglass.org/samsung-profit.md) - The chip business pushes them past Apple – and even NVIDIA!
- [Netflix Needs a New Shakeup](https://spyglass.org/netflix-binge-distribution-model.md) - Outflanked by YouTube, they need a true focus on engagement...
- [Meta's Inevitable Cloud](https://spyglass.org/meta-cloud.md) - Their need to diversify the business meets the AI build out concerns...
- [Meta, Be Better](https://spyglass.org/whatsapp-ban.md) - Getting banned on WhatsApp is both bullshit and a real problem.
- [Comcast is Unbundling... Comcast](https://spyglass.org/comcast-nbc-universal-netflix-spacex.md) - The company can't stop cutting itself in two, but who is buying? Netflix? SpaceX?!
- [Natural Born Bloggers](https://spyglass.org/om.md) - Rest in peace, Om Malik.
- [The Market Shifts Apple](https://spyglass.org/apple-price-changes.md) - Apple used to bend suppliers to their will. The world has changed.
- [Inklings #022 📧](https://spyglass.org/inklings-amazons-openai-movie-meta-glasses-microsofts-ai-narrative-pivot-google-falling-behind-in-ai-again.md) - Amazon's OpenAI Movie • Meta Glasses • Microsoft's AI Narrative Pivot • Google Falling Behind in AI, Again?! • OpenAI's Ads Pitch • Expensive Consoles
- [Amazon Meddles](https://spyglass.org/amazon-kills-openai-movie.md) - Thoughts on Amazon MGM bailing on their OpenAI movie...
- [Inklings #021 📧](https://spyglass.org/inklings-hackquisitions-revisited-amazon-kills-the-openai-movie-netflix-is-tv-snap-spins-off-ai-trump-mocks-his-big-tech-sycophants.md) - "Hackquisitions" Revisited • Amazon Kills the OpenAI Movie • Netflix is TV • Snap Spins Off AI • Trump Mocks His Big Tech Sycophants
- [About Those "Hackquisitions"...](https://spyglass.org/failed-hackquisitions.md) - The first crop certainly haven't panned out...
- [Inklings #020 📧](https://spyglass.org/inklings-snaps-specs-apples-price-increases-epics-open-plea-siris-rebuild.md) - Snap's Specs • Apple's Price Increases • Epic's "Open" Plea • Siri's Rebuild • AirPods with Cameras In Late 2027 • OpenAI Steals Noam Shazeer • SpaceX's "Cheap" $60B Deal • Anthropic's Breach... of Trust • Meta's Ongoing Turmoil
- [Can 'Specs' Snap Snap's Losing Streak?](https://spyglass.org/snap-specs-way-too-expensive.md) - Sadly, no. Not at these prices. But they had little choice...
- [Inklings #019 📧](https://spyglass.org/inklings-as-the-anthropic-turns-nadellas-frontier-uk-social-media-ban-fox-buys-roku-spielberg-returns.md) - As the Anthropic Turns • Nadella's Frontier • UK Social Media Ban • Fox Buys Roku • Spielberg Returns • Why No More Zuck for Eisenberg • SpaceX's Colossal Data Center Problem • Inside Meta's "Gulag"
- [Regulation for Thee, Not for Me](https://spyglass.org/anthropic-vs-administration.md) - Why did the Trump administration go nuclear on Anthropic – again?
- [Anthropic's Heel Turn](https://spyglass.org/anthropic-becomes-the-villain.md) - It's perhaps more of an Anakin Skywalker situation...
- [Inklings #018 📧](https://spyglass.org/inklings-ai-overkill-anthropic-walks-back-siri-ai-just-works-elons-diamond-hands-apple-tv-is-hbo-openais-rsi-clause-siri-is-not-dtf.md) - AI Overkill • Anthropic Walks Back • Siri AI Just Works • Elon's Diamond Hands • Apple TV is HBO • OpenAI's RSI Clause • Siri is Not DTF
- [The AI Overkill Era](https://spyglass.org/ai-overkill.md) - As AI shifts agentic and expensive, might we see more hybrid local/cloud arrangements?
- [The Resuscitation of Xbox](https://spyglass.org/the-resuscitation-of-xbox.md) - After a few months of good will, here come the hard calls...
- [Inklings #017 📧](https://spyglass.org/inklings-social-reckoning-apples-models-on-nvidia-chips-no-siri-ai-for-eu-openais-ipo.md) - Social Reckoning • Apple's Models on NVIDIA Chips • No Siri AI for EU • 'Masters' Box Office • OpenAI's IPO • OpenAI's 'Third Phase' • A Stargate Reborn in Ohio
- [Big Tech Conference Season](https://spyglass.org/big-tech-conference-season.md) - A chat about Google I/O, WWDC, Meta's business model, and Anthropic's IPO...
- [Apple Wins Consumer AI By Default](https://spyglass.org/siri-ai.md) - As the iPhone becomes the first true AI device...
- [Dreams of a Siri That Doesn't Suck](https://spyglass.org/new-new-siri.md) - Some hope (and fears) about the Apple Intelligence do-over...
- [Inklings #016 📧](https://spyglass.org/inklings-s-p-500-maintains-rules-surface-nvidia-rtx-hands-on-microsofts-project-solara-mlb-salary-cap-big-tech-renewing-their-ipos-government-stakes-in-big-ai-anthropics-ai-development-.md) - S&P 500 Maintains Rules • Surface NVIDIA RTX Hands-On • Microsoft's 'Project Solara' • MLB Salary Cap • Big Tech Renewing Their IPOs • Government Stakes in Big AI • Anthropic's AI Development Pause • Google's Opt-Out of AI Crawl
- ["Chat is dead."](https://spyglass.org/chatgpt-is-dead-long-live-chatgpt.md) - As OpenAI morphs ChatGPT, there are opportunities and risks...
- [They're Building AI PCs, Will Users Come?](https://spyglass.org/ai-pc-race.md) - Developers will, but at what cost? And can NVIDIA, Microsoft, and Google push Apple aside there?
- [Inklings #015 📧](https://spyglass.org/inklings-nvidias-cpus-anthropics-ipo-apples-smart-glasses-in-2027-intels-new-ai-gpu-surface-laptop-ultra.md) - NVIDIA's CPUs • Anthropic's IPO • Streaming Bundles • Dickovers • Google Home Speaker • Apple's Smart Glasses in 2027 • Intel's New AI GPU • Surface Laptop Ultra
- [The Summer of 'Super Apps'](https://spyglass.org/copilot-ai-super-app.md) - Microsoft races to get the one Copilot to rule them all out the door...
- [YouTube Beats AI to Disrupting Hollywood](https://spyglass.org/youtube-ai-hollywood-disruption.md) - 'Backrooms' and 'Obsession' have pried the filmmaking gates open, AI may blow the bloody doors off...
- [Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA](https://spyglass.org/nvidia-cpu-microsoft-surface-ai.md) - Can the main AI chip maker ensure Windows owns the 'AI PC'?
- [Inklings #014 📧](https://spyglass.org/oliver.md) - Google Behind in AI Coding • OpenAI Going After Mom & Pop Ads • Samsung's Bonus Situation • Baby Yoda Slightly Scores • Hollywood's Coming YouTube 'Obsession' • Apple's Local AI Dreams • More...
- [Meta's Premium Branding Mess](https://spyglass.org/meta-one-premium.md) - Meta Plus Meta One Plus Premium & Essential & Advanced...
- [Let There Be Luce](https://spyglass.org/ferrari-luce-design.md) - LoveFrom's Ferrari design is predictably divisive...
- [Inklings #013 📧](https://spyglass.org/inklings-the-great-ai-ipo-race-openais-ipo-hedge-imax-explores-a-sale-can-baby-yoda-save-star-wars-nvidias-record-profits-spacexs-fast-entry-to-the-market-bezos-on-the-melania-doc-space.md) - The Great AI IPO Race • OpenAI's IPO Hedge • IMAX Explores a Sale • Can Baby Yoda Save Star Wars? • NVIDIA's Record Profits • SpaceX's 'Fast Entry' to the Market • More...
- [The Great AI IPO Race](https://spyglass.org/ai-ipo-race.md) - SpaceX, OpenAI, and Anthropic are all angling...
- [NVIDIA's Profit Crown](https://spyglass.org/nvidia-profit.md) - Jensen Huang just took the throne from Apple, at least in the US...
- [Google 'I' Hold the 'O'](https://spyglass.org/google-io-2026.md) - Some thoughts on the Google I/O 2026 keynote...
- [Inklings #012 📧](https://spyglass.org/inklings-ai-luddites-an-elon-openai-verdict-big-techs-emissary-movement-apples-dinged-can-strategy-siri-heads-back-to-beta-the-great-sf-ai-divide.md) - AI Luddites • An Elon/OpenAI Verdict • Big Tech's Emissary Movement • Apple's 'Dinged Can' Strategy • Siri Heads Back to "Beta" • The Great SF AI Divide
- [Lessons from the Luddites](https://spyglass.org/ai-luddites.md) - Parallels with the Age of AI...
- [Inklings #011 📧](https://spyglass.org/inklings-openai-v-apple-closing-of-elon-v-openai-fall-of-the-twitter-clones-apple-intel-details-anthropic-at-900b-gold-casting-bond.md) - OpenAI v. Apple • Closing of Elon v. OpenAI • Fall of the Twitter Clones • Apple + Intel Details • Anthropic at $900B+ • Gold Casting Bond
- [OpenAI Picks An Apple Fight](https://spyglass.org/openai-picks-an-apple-fight.md) - With Apple expanding beyond ChatGPT, here's the finger-pointing over what could have been if Siri didn't suck...
- [Inklings #010 📧](https://spyglass.org/inklings-googlebook-amazon-adds-alexa-ai-as-a-filmmaking-tool-is-microsoft-now-undervalued-who-is-winning-elon-v-openai-openais-7b-man-with-his-own-ai-lab.md) - Googlebook • Amazon Adds Alexa • AI as a Filmmaking Tool • Is Microsoft Now Undervalued? • Who Is Winning Elon v. OpenAI? • OpenAI's $7B Man With His Own AI Lab
- [An Actual AI PC](https://spyglass.org/googlebook.md) - Some initial thoughts on 'Googlebook'...
- [Amazon Phones Home](https://spyglass.org/amazon-phone-home.md) - Do Panos Panay's verbal gymnastics stick the landing?
- [Take Me Down to the "Amateur City"](https://spyglass.org/elon-musk-vs-open-ai-trial.md) - Satya Nadella sums up so much with one quote...
- [Inklings #009 📧](https://spyglass.org/inklings-microsofts-early-openai-dealings-apple-intel-have-a-deal-barnes-noble-comeback-rip-ted-turner-elon-musks-colossus-strategy-openais-next-microsoft-fight.md) - Microsoft's Early OpenAI Dealings • Apple & Intel Have a Deal • Barnes & Noble Comeback • RIP Ted Turner • Elon Musk's 'Colossus' Strategy • OpenAI's Next Microsoft Fight
- [CapEx, Clauses, & Compute](https://spyglass.org/capex-clauses-compute.md) - A podcast about the 3 'Cs' of our current age...
- [Inklings #008 📧](https://spyglass.org/inklings-the-ai-pandemic-samsung-hits-1t-supreme-court-rejects-apple-anthropic-spacex-airpods-with-cameras-openais-aim-to-own-vocal-computing-google-gunning-for-openclaw-anthropics-colo.md) - The AI Pandemic • Samsung Hits $1T • Supreme Court Rejects Apple • Anthropic/SpaceX • AirPods with Cameras • OpenAI's Aim to Own Vocal Computing • Google Gunning for OpenClaw • Anthropic's Colossal Compromise
- [EyePods](https://spyglass.org/airpod-cameras-siri-ai.md) - AirPods with cameras aren't to take pictures, but to let Siri "see"...
- [The Case for Apple + Disney](https://spyglass.org/disney-plus-apple.md) - Also the case against what is still a fun, but unlikely deal...
- [Anthropic Boosts SpaceX into the Neocloud Orbit](https://spyglass.org/anthropic-spacex-xai-data-centers.md) - A very clear, surprisingly clean win/win deal, it seems...
- [Inklings #007 📧](https://spyglass.org/inklings-metas-openclaw-killer-xbox-vibe-shift-apples-choose-your-own-ai-amc-live-concerts.md) - Meta's OpenClaw Killer • Xbox Vibe Shift • Apple's Choose Your Own AI • AMC Live Concerts • Brockman on Elon • Tony Bourdain
- [Inklings #006 📧](https://spyglass.org/inklings-amazons-fedex-and-ups-killer-can-intel-land-the-iphone-the-end-of-ask-com-openais-journals-v-elons-texts.md) - Amazon's FedEx and UPS Killer • Can Intel Land the iPhone? • Is Apple Killing the Vision Pro? • The End of Ask.com • OpenAI's Journals v. Elon's Texts • OpenAI's $29B Man • A Growing Gap Between Frontier vs. "Open" AI?
- [The iPhone's BlackBerry Moment](https://spyglass.org/iphone-ultra-blackberry-typing.md) - Am I crazy to think the 'iPhone Ultra' will be great for typing?
- [The Age of the “Super App” — Again and Again and Again](https://spyglass.org/super-app.md) - Meta. X. Coinbase. Airbnb. Uber. Snap. Spotify. ChatGPT. Even Disney. They're all trying – and constantly failing – with this strategy...
- [Inklings #005 📧](https://spyglass.org/inklings-big-tech-earnings-new-disney-boss-tested-siri-camera-mode-the-ai-button-netflixs-narnia-to-theaters.md) - Big Tech Earnings • New Disney Boss Tested • Siri Camera Mode • The AI Button • Netflix's Narnia to Theaters
- [Apple's Binary Bet](https://spyglass.org/apple-crazy-capex.md) - As Big Tech keeps ramping CapEx, Apple stays the same...
- [Stargate Powers Some Gaslights](https://spyglass.org/openai-stargate-gaslight.md) - OpenAI would sure like us to believe there's nothing to see here...
- [Inklings #004 📧](https://spyglass.org/inklings-openai-missing-their-numbers-amazons-quick-superagent-cost-per-click-ai-ads-stargate-shift-metas-reverse-hackquisition.md) - OpenAI Missing Their Numbers • Amazon's 'Quick' Superagent • Cost-Per-Click AI Ads • Stargate Shift • Meta's Reverse Hackquisition • Microsoft & OpenAI's New Deal
- [John Ternus' Magic Show](https://spyglass.org/the-pledge-the-ternus-the-prestige.md) - Apple's new CEO must find a new trick and pull off 'the prestige'...
- [Microsoft Claws Away 'The Clause' as OpenAI Claws Back Some Independence](https://spyglass.org/the-openai-microsoft-agi-clause.md) - OpenAI and Microsoft update the agreement they just updated...
- [Inklings #003 📧](https://spyglass.org/inklings-googles-anthropic-money-openaiphone-xchat-elon-vs-openai-china-blocks-manus.md) - Google's Anthropic Money • OpenAiPhone? • XChat • Elon vs. OpenAI • China Blocks Manus
- [Inklings #002 📧](https://spyglass.org/inklings-elons-voltron.md) - Cohere + Aleph • GPT 5.5 • DeepSeek V4 • Intel's Bounce Back • Making Xbox Great Again • OpenClaw Struggles • Big Tech Layoffs
- [AI in the Sky](https://spyglass.org/spacex-tesla-xai-cursor-mistral-ai.md) - SpaceX + xAI + Xitter + Cursor + Mistral + Tesla
- [Inklings #001 📧](https://spyglass.org/inklings-cursor-spacex-chatgpt-images-2-0-tim-cooks-textbook-succession-google-behind-in-ai-coding.md) - Cursor + SpaceX • Xitter Custom Timelines • ChatGPT Images 2.0 • Tim Cook's "Textbook Succession" • OpenAI's "DeployCo" • Amazon's $25B Anthropic Investment • Google Behind in AI Coding
- [A Cook's Tour](https://spyglass.org/tim-cook-steps-down-as-ceo-of-apple.md) - Tim Cook steps down as CEO of Apple as John Ternus steps up...
- [Jensen Roars 📧](https://spyglass.org/dossier-005-jensen-roars.md) - Apple's New Siri UI • Jensen on the Dwarkesh Pod • Airbnb Hotels • OpenAI Shedding Executives • An Anthropic/Washington Detente • Does Salesforce Have an AI Problem?
- [An Empty Notebook 📧](https://spyglass.org/dossier-004-an-empty-notebook.md) - Gemini Mac App • Reed Hastings Post Netflix • Hunt for Gollum's Cast • James Bond Actor • Can Snap Cut Its Way To Success? • Cleaning Up the Xbox Game Pass • xAI Gets Cursor to Cover Some Costs
- [Netflix Clearly Remains Movie Theater Curious](https://spyglass.org/netflix-movies-movie-theaters.md) - Even without Warner Bros, they're going to become a theatrical player...
- [The AI Battle For You Face 📧](https://spyglass.org/dossier-003-the-ai-battle-for-you-face.md) - OpenAI's Path to $100B Ad Biz • DoJ/Old Media vs. NFL/Big Tech • MacBook Neo Lighting Fires • Project Hail Mary's Future • Amazon's Not So Crazy CapEx • OpenAI Sweating Anthropic • Meta's Max Headroom Mark Zuckerberg • The 'iPhone Fold' as the 'iPhone Ultra'
- [Meta’s Recurring Apple Nightmare](https://spyglass.org/meta-apple-smartglasses-nightmare.md) - With smartglasses, Apple is once again entering Meta's turf. Wielding a familiar weapon: the iPhone...
- [Serious About Computing? You Should Build Your Own AI.](https://spyglass.org/serious-about-computing-you-should-build-your-own-ai.md) - A chat about OpenAI's drama vs Anthropic's surge, Apple's approach with Siri, and Meta's big picture misses...
- ['Project Hail Mary' as a Sign of the Times](https://spyglass.org/project-hail-mary-a-sign-of-the-times.md) - What if technology isn't going to destroy the future, but might save it?
- [Bring Your Own Wolverine 📧](https://spyglass.org/dossier-002-bring-your-own-wolverine.md) - AI at Work vs. Home • The Hunt for Satoshi • Mythos In Your Inbox • The Box Office Is "Back" • Meta's New AI • OpenAI's Defensiveness • Stargate Stumbles • Anthropic's Compute Crunch
- [BYOAI](https://spyglass.org/bring-your-own-ai.md) - Might the AI you use at home be the one you use at work?
- [Meta Sets the Table with Table Stakes AI](https://spyglass.org/meta-muse-spark-ai.md) - 'Muse Spark' sparks the stock, but mainly through imagination...
- [The Casual Catastrophe of AI](https://spyglass.org/claude-mythos-quandry.md) - Can the sheer scale of compute fix the world before it breaks it?
- [Meta's "Open"-ish New AI Models](https://spyglass.org/meta-open-ish-ai-models.md) - Sure feels like the same proprietary playbook everyone else follows...
- [Spyglass Aloud](https://spyglass.org/spyglass-aloud.md) - An audio feed for Spyglass columns...
- [Go Blue 📧](https://spyglass.org/dossier-001-go-blue.md) - OpenAI's "Super App" • OpenAI's Leadership Shuffle • YouTube Leans Back • Outlook in Space • Apple at 50 • OpenAI's Internal IPO Tension • OpenAI's Industrial Policy • Cursor's Claude Code & Codex Competitor
- [A Conversion to Apple](https://spyglass.org/a-conversion-to-apple.md) - How a PC kid became an Apple fanatic over the course of the company's 50 years...
- [OpenAI's Soft Power Play](https://spyglass.org/openai-tbpn-soft-power.md) - Will TBPN help them change the conversation around AI?
- [The NFL Will Bleed Cable Dry Before Tech Takes Over TV](https://spyglass.org/nfl-netflix-amazon-apple-espn-youtube.md) - Amazon, Apple, ESPN, Netflix, and YouTube will clearly eventually control the NFL rights...
- [The 70 Year Old iPhone](https://spyglass.org/the-70-year-old-iphone.md) - Will the device still be central in 2076?
- [Big Techbacco](https://spyglass.org/big-techbacco.md) - The growing risk that these companies are viewed as a cancer...
- [So Long, Sora](https://spyglass.org/sora-loser.md) - An OpenAI Code Red? More like a Code Dead...
- [Apple Realizes There Should Be An App For That](https://spyglass.org/apple-siri-ai-app.md) - Siri Edition
- [Before MacBook Neo, There Was iBook](https://spyglass.org/made-apple-great-again.md) - 27 years ago, Steve Jobs celebrated Apple completing "the quadrant"...
- [Meta Keeps Missing](https://spyglass.org/meta-many-bets.md) - Encryption? No. Crypto? No. VR? No. Open models? No. AI? Not so far. Agents? Nothing yet. AR? We'll see...
- [Microsoft Got Sloppy with Windows](https://spyglass.org/microslop-windows.md) - At perhaps the exact wrong moment with AI and the MacBook Neo...
- [Amazon's Novel Approach to a Newfangled AI Device: a Phone?](https://spyglass.org/amazon-fire-phone-reborn-for-ai.md) - It's perhaps not as crazy as it sounds. Just don't say "Fire Phone"...
- [OpenAI's Odyssey](https://spyglass.org/theres-always-a-siren.md) - Can they get down to business while maintaining ChatGPT's lead?
- [Actually, MacBook Neo Is For Me](https://spyglass.org/macbook-neo-thoughts.md) - I didn't expect to, but I'm keeping it...
- [Microsoft Adds More Copilots to Help Copilot Copilot](https://spyglass.org/microsoft-copilot-copilot-copilot.md) - Their consumer and commercial AI efforts clearly haven't worked...
- [Jensen in the Arena](https://spyglass.org/the-ai-inference-inflection-point.md) - The 'Token King' enters the Age of Inference...
- [Warner Bros Wins the Oscars](https://spyglass.org/warner-bros-wins-one-battle-oscars.md) - And by proxy, Paramount...
- [Firefly Flies Again](https://spyglass.org/firefly-animated-series.md) - Serenity now... animated.
- [Maybe You Can't Just Throw Money at AI](https://spyglass.org/money-in-problems-out.md) - How and why Meta AI and xAI have failed in AI thus far...
- ['iPhone Fold' as 'iPad Mini' Folded](https://spyglass.org/iphone-fold-ipad-mini-ios.md) - But, importantly, running a new iOS, not iPadOS...
- [Fixing the Windows in a Broken Home](https://spyglass.org/theatrical-windows-tech.md) - Theatrical windows are back in place. Hopefully more open this time...
- [Microsoft Steals a Stargate](https://spyglass.org/back-to-abilene.md) - What choosing Texas (or not) says about the state of data centers...
- [OpenAI is Busy Both Bundling and Unbundling](https://spyglass.org/openai-is-busy-both-bundling-and-unbundling.md) - With Sora coming to ChatGPT...
- [Apple's Hail Mary, Anthropic's Savior](https://spyglass.org/apples-hail-mary-anthropics-savior.md) - It sounds crazy, but hear me out...
- [Apple is Writing Product Checks That Siri Can't Cash](https://spyglass.org/apple-homepad-delay-siri.md) - Apple's AI fiasco is impeding actual hardware launches...
- [The Lobster](https://spyglass.org/openclaw-versus-closed-claude.md) - It feels like we've seen the OpenClaw movie before, many times...
- [When Knees Buckle, then Bend, then Break](https://spyglass.org/amodei-another-day.md) - On Anthropic's war with the Department of War...
- [AI in a Time of War](https://spyglass.org/ai-in-a-time-of-war.md) - A chat about Anthropic vs. the Department of War, the state of AI within Apple, and Netflix walking away from Warner Bros...
- [The Death of the 30% Cut](https://spyglass.org/play-store-30-percent-cut-app-store.md) - Google ends the Play Store insanity, putting the pressure on Apple...
- [MacBook Neo: Whoa](https://spyglass.org/macbook-neo.md) - Apple's newest Mac is priced to move...
- [There Are Signs...](https://spyglass.org/over-the-ai-rainbow.md) - Private Credit, CapEx, Interest Rates, War, and AI Disruption – oh my!
- [AI Am Become Death](https://spyglass.org/ai-nuclear-weapons.md) - As Anthropic blows up their potential AI usage, the Pentagon goes nuclear...
- [Increasingly, Big Tech Owns Big AI](https://spyglass.org/big-tech-big-ai-ownership.md) - The latest OpenAI and Anthropic rounds drill it home...
- [TUDUMB](https://spyglass.org/netflix-warner-bros-paramount-deal.md) - Paramount breaks the wrist, Netflix walks away from Warner Bros...
- [Apple is About to Have *Two* Toaster/Fridge Hybrids](https://spyglass.org/touchscreen-macbook-toaster-fridge.md) - Will the quotes (and complexity) come back to bite the touchscreen MacBook?
- [Tasty AI](https://spyglass.org/ai-taste.md) - Is AI "taste" a quixotic task?
- [Exbox](https://spyglass.org/the-end-of-xbox.md) - Microsoft will do one last Xbox push, but there's probably not a longer path forward – unless AI saves the day; not in the way you think!
- [NVIDIA Inside](https://spyglass.org/nvidia-cpu-inside-pc.md) - Can the AI powerhouse become a consumer PC player?
- [Can OpenAI Build Alexa Before Amazon Can Build ChatGPT?](https://spyglass.org/openai-smart-speaker.md) - Actually, their impending partnership may start to make more sense...
- [Apple's Next Big Thing: the iPhone](https://spyglass.org/apples-next-big-ai-thing-the-iphone.md) - A rush of AI devices – including from Apple – may end up as a reminder of which company is in control here...
- [Little? Yellow? Different?](https://spyglass.org/new-macbooks.md) - A non-cutting-edge, but fun MacBook...
- [Netflix Calls Paramount's Bluff](https://spyglass.org/netflix-calls-paramount-wbd-bluff.md) - One week for both sides to show the actual cards here...
- [DeepSeek 2: The Movie](https://spyglass.org/deepseek-2-the-movie.md) - The Seedance "End of Hollywood" likely points to the paths forward...
- [I Am the Great Glassholio!](https://spyglass.org/i-am-the-great-glassholio.md) - Things are going well for Ray-Ban Metas... time to meddle!
- [Apple Cannot Be Sirious](https://spyglass.org/apple-cannot-fix-siri.md) - What's worse: that Apple can't fix Siri, or that they can't stop the leaks about how they can't fix Siri?
- [Love It If We Made It](https://spyglass.org/ai-future-work.md) - AI will disrupt work. We will adapt.
- [YouTube TV Finally Kills Cable](https://spyglass.org/youtube-tv-kills-cable.md) - Their smaller bundles wound the beast, the sports bundle ends it...
- [It's The Thought That Counts](https://spyglass.org/death-of-thought-ai-edition.md) - The diminished state of thinking could be decimated by AI...
- [A Car By the People Who Would Have Designed the Apple Car](https://spyglass.org/ferrari-luce-apple-car.md) - Let there be Luce!
- [Sometimes It's Too Slow](https://spyglass.org/data-centers-in-space-elon-musk.md) - With data centers in space. "For shure"...
- [Wall Street Starts to Turn on AI](https://spyglass.org/wall-street-ai-capex.md) - Concerns about CapEx and Claude Cowork...
- [Alexa+ Plus ChatGPT?](https://spyglass.org/alexa-plus-chatgpt.md) - As Apple goes with Google, Amazon goes with Anthropic *and* OpenAI?
- [AI Bots Are Molting](https://spyglass.org/ai-bots-are-molting.md) - A chat about Moltbook, NVIDIA's "$100B" bet, an Anti-Google AI alliance, the new IPO race, and Apple's earnings....
- [Space Twitter!](https://spyglass.org/xai-spacex-merge-twitter.md) - Elon Musk tries to merge the AI Race into the Space Race...
- [My 2026 iPhone Homescreen](https://spyglass.org/my-2026-iphone-homescreen.md) - As we gear up for the true 'aiPhone' and 'iPhone Fold'...
- [NVIDIA and the Case of the Missing $100B OpenAI Investment](https://spyglass.org/nvidia-openai-100-billion-deal.md) - The massive deal touted by both OpenAI and NVIDIA as a landmark one now looks a lot different – unless you ask Jensen Huang...
- [Where the Wild Bots Are](https://spyglass.org/ai-social-networks.md) - Should we be concerned or amused by Moltbook, a social network where AI can talk amongst itself? Maybe both?
- [Meta Bets the Farm, Apple Milks the Cows](https://spyglass.org/meta-apple-ai-strategy.md) - Meta and Apple have opposite strategies around AI right now...
- [The Anyone-But-Google AI Alliance](https://spyglass.org/the-anyone-but-google-ai-alliance.md) - Big Tech's billions into OpenAI signal something...
- [Apple's Dark Knight](https://spyglass.org/apples-dark-knight-strategy.md) - Decoding Tim Cook's seemingly stunningly stupid strategy...
- [Yahoo Scouts a New UI Path for AI](https://spyglass.org/yahoo-scout-ai.md) - Yahoo Search rebuilt for AI is surprisingly nice!
- [DeepSought](https://spyglass.org/deepseek-moment.md) - A year after DeepSeek's "Sputnik Moment"...
- [Aside From That, Mr. Cook, What Did You Think of the Movie?](https://spyglass.org/tim-cook-captured.md) - Let them eat popcorn...
- [The Clock Starts for Star Wars: Episode X](https://spyglass.org/star-wars-episode-x.md) - Dave Filoni is clearly going to continue the Skywalker Saga, but how?...
- [Apple's Twin Suns](https://spyglass.org/apple-a-new-hope.md) - John Ternus takes on design while Craig Federighi takes on AI as Apple prepares for a new CEO...
- [Pinning Hopes on New AI Hardware – Again – Even Apple](https://spyglass.org/apple-ai-pin-wearable.md) - With competent AI incoming, Apple considers an AI Pin...
- [An Actual AiPhone](https://spyglass.org/an-actual-aiphone.md) - Gemini? Check. Chatbot? Check. But might we need an app?
- [Make TVs Great Again](https://spyglass.org/apple-television.md) - With Sony exiting the market, we need Apple making television sets...
- [Hollywood Cuts Off Its Future to Spite Its Present](https://spyglass.org/the-rip-of-hollywood.md) - Netflix is obviously the best path forward for Warner Bros, you fools...
- [My Boy's Wicked Smart on AI](https://spyglass.org/ben-affleck-on-ai.md) - Ben Affleck makes some good, coherent points about... AI?
- [Will OpenAI Ads Click with Users?](https://spyglass.org/openai-ads-in-chatgpt.md) - And will users click on them?...
- [Netflix's Hard 45](https://spyglass.org/ted-sarandos-triples-down.md) - With Ted Sarandos' 45-day theatrical commit for movies, he's aiming to win the box office, Hollywood, and the Warner Bros deal...
- [AI's Perception Problems](https://spyglass.org/ai-perception-problems.md) - A chat about AI needing their Steve Jobs figure, AI's chaotic companies, and some other predictions for 2026...
- [OpenAI Transfers Their Drama IP to Thinking Machines Lab](https://spyglass.org/thought-machine-lab.md) - AI startups are losing co-founders like they're OpenAI...
- [The Vision Pro Slam Dunk](https://spyglass.org/vision-pro-nba-game-vr.md) - Their immersive NBA stream highlights how close Apple is to making Vision Pro content work...
- ["Hello, Computer."](https://spyglass.org/vocal-computing-ai.md) - With AI and an appetite for new hardware, vocal computing seems primed to take off, for real this time...
- [And the Winner of Apple's Great AI Bakeoff is... Google](https://spyglass.org/apple-google-siri-ai.md) - Gemini catches them up quickly in AI while giving them flexibility...
- [AI Needs Its Steve Jobs](https://spyglass.org/ai-steve-jobs.md) - Everyone seemingly wants to shoot the current AI messengers...
- [The "AI-Generated Hit Movie" Horror Story](https://spyglass.org/ai-generated-hit-movies.md) - AI-generated movies are coming. But AI-generated "hit movies"?..
- [The Incredible Valuation Heights of the OpenAI "Constellations"](https://spyglass.org/openai-diaspora-valuations.md) - Now past $700B in aggregate. Add in OpenAI itself and we're at $1.5T.
- [Gmail's First Lunge Towards Stabbing Email to Death with AI](https://spyglass.org/please-end-email.md) - Give me 'AI Inbox' yesterday Google...
- [Microsoft's Would-Have-Been $30B "Hackquisition" of OpenAI](https://spyglass.org/microsoft-almost-acquistion-openai.md) - Looking back on a mega deal that never happened, but kicked off the "hackquistion" boom...
- [Back to Basics Bond](https://spyglass.org/back-to-basics-bond.md) - Is Callum Turner already 007?
- [Microsoft 365 XP Copilot 3.11 for Workgroups Office 2024 app](https://spyglass.org/microsoft-office-brand-ruined.md) - An exciting new low for Microsoft branding...
- [Signal: Decidedly Not Live from CES... 📧](https://spyglass.org/decidedly-not-live-from-ces.md) - Nadella Blogs • ChatGPT App Store • Hollywood's 2025 • Vision Pro Cuts • Versant Lives! • Labubu Tries to Endure • Old TV
- [Clever Clicks](https://spyglass.org/clever-clicks-smartphone-accessory.md) - A physical keyboard for the iPhone that might actually make sense...
- [Stranger Things Have Happened Than Netflix's Theatrical Success](https://spyglass.org/stranger-things-box-office-netflix.md) - 'Stranger Things' makes a killing in movie theaters, duh...
- [10 Big Predictions for 2026](https://spyglass.org/10-big-predictions-for-2026.md) - Here we are again, the final day of the year. Just like last year, I thought I'd use the countdown to 2026 to jot down some predictions. Last year, I thought most of my predictions wouldn't happen, but actually many ended up being at least partially correct, so I'll go back to the Google days and t…
- [Manus: The Hands of AI Fate](https://spyglass.org/meta-manus-deal.md) - Meta acquires an AI business model...
- [2025 Predictions Revisited](https://spyglass.org/2025-predictions-revisited.md) - As we head into 2026, a look back at 2025... 🔮
- [Apple's 'Pluribus' Slop](https://spyglass.org/apples-pluribus-ai.md) - As season one ends, it's unclear if Apple shared AI slop or if they're just sloppy, or both, or neither. What if they're allegorically subversive?
- [NVIDIA’s Christmas Eve 'Hackquisition' Miracle](https://spyglass.org/nvidia-groq-deal.md) - NVIDIA gets a creator of the TPU, access to inference tech & IP, and stops anyone else from getting such things. All for a mere $20B...
- [Signal: End of the 2025 Line 📧](https://spyglass.org/signal-end-of-2025.md) - TikTok Signs • Waymo $100B • OpenAI $830B • FIFA's Netflix Game • Yann Lecun Raising • Paramount Rejected Again • CoreWeave Scale • Buzzing the Watertower
- [The AI Chaos Ladder](https://spyglass.org/ai-chaos-ladder.md) - Where do the leaders in AI fall?
- [YouTube Hands the Best Acquisition Oscar to Netflix](https://spyglass.org/future-of-hollywood-youtube-netflix.md) - With YouTube poaching The Academy Awards, it sure feels like Netflix is going to be allowed to buy Warner Bros now...
- [ChatGPT Starts to Break the Bounds of Chat](https://spyglass.org/chatgpt-image-ui.md) - A necessary product evolution is underway....
- [Conflicts & Interests in AI](https://spyglass.org/ai-conflict-of-interest.md) - *Of course* Amazon is investing in OpenAI, next up...
- [Congrats Regulators, You Killed Roomba](https://spyglass.org/mopping-the-floor-with-antitrust.md) - Actually, you just put a Chinese robot in every home...
- [The Grand Netflix Hollywood Unification Theory](https://spyglass.org/grand-netflix-hollywood-unification-theory.md) - Warner Bros/HBO is phase one of Netflix's bigger play here...
- [Signal: Grabbing the Popcorn 📧](https://spyglass.org/signal-grabbing-the-popcorn.md) - Anthropic's TPU Buy • GPT-5.2 • Apple's 'HomePad' • Top 2025 Apps • Data Centers in Space • 5D Chess vs. Tiddlywinks • Deal Swag
- [The Trillion Dollar Business Staring Apple in the Face](https://spyglass.org/apple-xpus.md)
- [OpenAI Strikes Back](https://spyglass.org/openai-strikes-back.md) - OpenAI's deal with Disney deals a blow to Google...
- [Meta Bought a Headache](https://spyglass.org/meta-tbd-ai-llama-headache.md) - Is the internal AI pain ultimately going to be worth the price?
- [Has Netflix Truly Found Religion in Movie Theaters?](https://spyglass.org/netflix-theatrical.md) - They're *saying* the right things, will they follow through...
- [Apple Turnover](https://spyglass.org/apple-talent-exodus.md) - The recent executive and talent exits at Apple are both ordinarily orderly and completely chaotic...
- [Oh No, a Tech Company is Buying a Movie Studio](https://spyglass.org/netflix-warner-bros-hollywood-concerns.md) - This is the end of Hollywood? Come on.
- [Signal: Streaming Time is a Flat Circle 📧](https://spyglass.org/signal-streaming-time-is-a-flat-circle.md) - Meta & World Models • EU Strikes Back • Disney's CEO Race • Michael Burry's Blog • Anthropic's Shots at OpenAI • OpenAI's Spend
- [The Albanian Army Closes in on Warner Bros](https://spyglass.org/netflix-buying-warner-bros.md) - In a stunning turn, Netflix enters pole position to take over Warner Bros and HBO...
- [Drop the 'Meta'. It's Cleaner.](https://spyglass.org/meta-minus-metaverse.md) - Meta contemplates a step back from the Metaverse...
- [Live and Let Dye](https://spyglass.org/alan-dye-apple-meta-ui.md) - The exit of Alan Dye augurs another Apple shift in UI
- [OpenAI's One Battle After Another](https://spyglass.org/openai-anthropic-ipo-pressure.md) - Beyond the Google threat, if Anthropic were to IPO before OpenAI...
- [The AI Snow Globe is Shaken](https://spyglass.org/the-ai-snow-globe-is-shaken.md) - 2025 is ending with "Code Reds", "retirements", new models, worries about old models, new chips, worries about old chips, crushed earnings, stock shorting, oh my...
- [With Both Apple & AI, Timing Remains Everything](https://spyglass.org/apple-ai-timing.md) - A discussion that bridges and connects those worlds...
- [Intel Inside, In a Way](https://spyglass.org/intel-inside-apple-again.md) - Apple closes in on throwing Intel that fab bone...

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