Inklings

The Spyglass Newsletter

A newsletter sent weekly to subscribers featuring links with commentary and quick analysis as well as a roundup of recent Spyglass posts. Find dispatches below.

September 2026
Inklings #025 📧
App Store Succession • Cybercab Launch • Azure Reporting • No Google Breakup • Snap’s Specs Situation

Friday • September 4, 2026

August 2026
Inklings #024 📧
NVIDIA’s Profit Crown • NVIDIA’s Hugging Face Deal • Hugging Face’s Duck Robot • Meta’s ‘OpenClaw for Normies’

Friday • August 28, 2026

Inklings #023 📧
Newfangled ‘Hackquisitions’ • Epic v. Apple • Meta v. States • OpenAI v. Apple • ‘Stripe of AI’ • Vision Pro Pickle

Friday • August 21, 2026

June 2026
Inklings #022 📧
Amazon’s OpenAI Movie • Meta Glasses • Microsoft’s AI Narrative Pivot • Google Falling Behind in AI, Again?! • OpenAI’s Ads Pitch • Expensive Consoles

Tuesday • June 23, 2026

Inklings #021 📧
“Hackquisitions” Revisited • Amazon Kills the OpenAI Movie • Netflix is TV • Snap Spins Off AI • Trump Mocks His Big Tech Sycophants

Friday • June 19, 2026

Inklings #020 📧
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

Thursday • June 18, 2026

Inklings #019 📧
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”

Monday • June 15, 2026

Inklings #018 📧
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

Friday • June 12, 2026

Inklings #017 📧
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

Wednesday • June 10, 2026

Inklings #016 📧
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

Sunday • June 7, 2026

Inklings #015 📧
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

Tuesday • June 2, 2026

May 2026
Inklings #014 📧
Google Being 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

Thursday • May 28, 2026

Inklings #013 📧
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…

Friday • May 22, 2026

Inklings #012 📧
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

Monday • May 18, 2026

Inklings #011 📧
OpenAI v. Apple • Closing of Elon v. OpenAI • Fall of the Twitter Clones • Apple + Intel Details • Anthropic at $900B+ • Gold Casting Bond

Friday • May 15, 2026

Inklings #010 📧
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

Thursday • May 14, 2026

Inklings #009 📧
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

Monday • May 11, 2026

Inklings #008 📧
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

Friday • May 8, 2026

Inklings #007 📧
Meta’s OpenClaw Killer • Xbox Vibe Shift • Apple’s Choose Your Own AI • AMC Live Concerts

Wednesday • May 6, 2026

Inklings #006 📧
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?

Tuesday • May 5, 2026

Inklings #005 📧
Big Tech Earnings • New Disney Boss Tested • Siri Camera Mode • The AI Button • Netflix’s Narnia to Theaters

Friday • May 1, 2026

April 2026
Inklings #004 📧
OpenAI Missing Their Numbers • Amazon’s ‘Quick’ Superagent • Cost-Per-Click AI Ads • Stargate Shift • Meta’s Reverse Hackquisition • Microsoft & OpenAI’s New Deal

Wednesday • April 29, 2026

Inklings #003 📧
Google’s Anthropic Money • OpenAiPhone? • XChat • Elon vs. OpenAI • China Blocks Manus

Monday • April 27, 2026

Inklings #002 📧
Cohere + Aleph • GPT 5.5 • DeepSeek V4 • Intel’s Bounce Back • Making Xbox Great Again • OpenClaw Struggles • Big Tech Layoffs

Friday • April 24, 2026

Inklings #001 📧
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

Wednesday • April 22, 2026

Jensen Roars 📧
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?

Monday • April 20, 2026

An Empty Notebook 📧
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

Friday • April 17, 2026

The AI Battle For You Face 📧
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’

Monday • April 13, 2026

Bring Your Own Wolverine 📧
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

Friday • April 10, 2026

Go Blue 📧
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

Monday • April 6, 2026

The Netflix Football League
Amazon + Globalstar? • OpenAI’s Round • Microsoft’s AI Pickle • Microsoft’s New AI Models • SpaceX IPO • Can He-Man?

Thursday • April 2, 2026

March 2026
The Fall in the House of Sora
Fall of Sora • ChatGPT Apps • xAI Founders • Project Hail Box Office • OpenAI/Anthropic Beef • 2076 iPhone • Chromebooks in School Backlash

Monday • March 30, 2026

Techlash 2: The Return
Apple Opens Siri • Meta Churns • DeepMind History • RIP Mac Pro • Colbert’s ‘Lord of the Rings’ • Siri App • RIP Sora

Friday • March 27, 2026

Metaverse, Chrous, Metaverse
Gemini’s Comeback • AI Choice Screens • Apple Maps Ads • Prediction Market Tests • Microsoft’s Ai2 Bet • ARM Chips • Windows Slop • Steve Jobs on the iBook • VW Scout

Tuesday • March 24, 2026

Hail Hail
Throwing Money at AI • Microsoft’s Many Copilots • OpenAI’s Odyssey • Super ChatGPT • Super Gemini • Jensen Selling • TikTok Payola • No TriFold • Dune 3!

Friday • March 20, 2026

Apple’s Half-Trillion Dollar Deal
Anthropic’s Knees • Hollywood’s Windows • Microsoft’s Stargate • Netflix Buys Ben Affleck’s AI • Everyone Comes for OpenClaw • Apple at 50

Friday • March 13, 2026

Swan Songs
Market Volatility • Big Tech/Big AI • End of the 30% Cut • Paramount + HBO • Netflix’s Walk • Tech Pubs Plummet • Apple’s Head in Google’s Cloud • More…

Friday • March 6, 2026

February 2026
A Deal of Paramount Importance
Netflix Walks • AI Taste • Apple’s Touchscreen MacBook • OpenAI’s Round • NVIDIA’s Earnings • AI Panic • Apple, Netflix, and F1 • D’Amaro’s Disney

Friday • February 27, 2026

AIbox
The End of Xbox • NVIDIA’s CPU Move • Meta’s AMD Deal • Apple’s Visual AI • Perplexity + Samsung • Mac Mini Made in the USA • Paramount’s New WBD Bid • Deep Red iPhones

Tuesday • February 24, 2026

The Awkward Key to AI Going Forward: the iPhone
OpenAI’s Device • Xbox Shakeup • Perplexity’s Pivot • NVIDIA’s OpenAI Investment • OpenAI’s Financials • WaPo Shitshow • Seedance v. Hollywood • Meta v. Reality • More…

Sunday • February 22, 2026

Mind the AI
Synthetic Thinking • AI Work • Illicit Distillation • Moon City • xAI Co-Founders Quitting • M&A Back • IBM’s HR Play • YouTube on Vision Pro • & More…

Friday • February 13, 2026

AI Jitters
Wall Street Turns • SpaceX + xAI • Anthropic’s Ads • New Disney CEO • Microsoft’s AI Problems • Spotify’s Physical Book Deal • Moltbook • NVIDIA/OpenAI • Amazon/OpenAI • 2026 iPhone Apps • Walmart $1T

Friday • February 6, 2026

January 2026
How Many Thumbs Up?
Cook’s Movie Screening • Apple’s Dark Knight Strategy • Anti-Google AI Alliance • Meta & Apple’s Opposite AI Strategies • Voice AI Q&A • Elon’s Empire • Amazon’s Big OpenAI Bet • Amazon’s Melania Bet

Friday • January 30, 2026

Double Sunrise at Apple
Apple’s AI and Design Fixers • TikTok “US” • Meta’s Subversive AI Playbook • Apple’s Banana Stand • Sarandos on TV • Who Is This Guy?

Friday • January 23, 2026

Talk to the Pin or Pen or Pendant
AI Hardware • The AiPhone • Oscar Nominations • Apple’s Internal AI Apps • Meta’s First Superintelligent Models • Reed Hastings at the Movies • He-Man!

Thursday • January 22, 2026

The Bens
Netflix vs. Hollywood • AI vs. Hollywood • OpenAI’s Scaling • Sony + Netflix • RIP VR’s Future of Work • Thinking Machines Tick Tock • More on OpenAI Ads • Davos • KPop

Wednesday • January 21, 2026

Apple May Have Their Television After All...
Vision Pro’s NBA Game • Thinking Machines Drama • Wikipedia Turns 25 • The Apple Card Fiasco • Meta Beyond Metaverse • Big Tech CapEx Perspectives • OpenAI/Cerebras Deal

Thursday • January 15, 2026

OK Computer
Vocal Computing’s Moment • Meta’s Compute Infra • Meta’s VR Ending • Apple’s SaaSy Move • Is Claude Cowork For Real? • Is Quantum Computing For Real? There Is No Nintendo

Wednesday • January 14, 2026

AI’s Pitchman Problem
AI has a perception problem.

Monday • January 12, 2026

Incredible AI Startup Valuations in Context
The OpenAI Diaspora Aggregate Value • Is Tim Cook Tired? • xAI’s Big Burn • OpenAI’s Stock Pool • ‘Star Wars’ Steady Hand • iOS 26 Penetration

Friday • January 9, 2026

AI Sets Its Sights on Email
Google Sics Gemini on Gmail • Apple Card’s New Money Man • ChatGPT Health • OpenAI’s 2026 Roadmap • Samsung’s Wild Profit Ride • Elon on Bezos • Team USA’s Kits

Thursday • January 8, 2026

Far Out
A ‘Hackquisition’ That Wasn’t • New James Bond? • Microsoft Branding At It Again • NVIDIA at CES • WBD v. Paramount Round 8 • New Lucasfilm Jedi • Dude, XPS is Back • Building AI Robots Is Hard

Wednesday • January 7, 2026

Signal: Decidedly Not Live from CES... 📧
Nadella Blogs • ChatGPT App Store • Hollywood’s 2025 • Vision Pro Cuts • Versant Lives! • Labubu Tries to Endure • Old TV

Monday • January 5, 2026