The Inner Ring
The paid tier of Spyglass. Each week you'll get a column in your inbox. And you'll get access to such posts on the web, including the archives below...
October 2024
Netflixâs 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 âevery dayâ product, so it needs to be the âbestâ, fast
M.G. Siegler
The War of the AI Roses
Microsoft and OpenAI increasingly make strange bedfellowsâŠ
M.G. Siegler
Is âRemarkable Alexaâ Ready for a Prime Time Debut?
Does the âromanticâ Kindle event offer a cupcake clue?
M.G. Siegler
Teslaâs Tomorrow Never Knows
Cybercab is believing, but it needs to be beingâŠ
M.G. Siegler
âSubmergedâ Plunges Us Into a Possible Spatial Movie Future
The Edward Berger short film for Apple is good, but points to something greatâŠ
M.G. Siegler
And Like That... Heâs Gone.
Some thoughts on Cullen Hobackâs new Satoshi Nakamoto doc
M.G. Siegler
Venture Capitalâs âCrisisâ
A go-go decade morphs with opportunity and dangerâŠ
M.G. Siegler
Microsoftâs Awkward AI
Thereâs a Copilot for thatâŠ
M.G. Siegler
Apple Becomes the Pupil
Snap and Meta teach Apple a lessonâŠ
M.G. Siegler
September 2024
The Art of the OpenAI Deal
Thinking through their numbers and those deal termsâŠ
M.G. Siegler
Apple Knew Where the Puck Was Going, But Meta Skated There
Metaâs âOrionâ points to the vision of an Apple âVisorââŠ
M.G. Siegler
The Pixel Fold Makes the iPhone Look Old
Google figured out when to fold em -- Apple is still thinking on itâŠ
M.G. Siegler
An AI Call to Arms
Sam Altman wraps a plea in some grandiose (and vague) promisesâŠ
M.G. Siegler
Metaâs Frenetic Connect Keynote
Weird pacing, awkward timing, cool products, and eternal optimismâŠ
M.G. Siegler
Evan Spiegelâs Spectacle
Snapâs presentation was arguably more impressive than the productâŠ
M.G. Siegler
Should Microsoft Ride in to Save Intel?
Appleâs old white knight can mount that steed againâŠ
M.G. Siegler
Apple Needs an Editor 2
Repeating Steve Jobsâ old points of view is not an actual point of view
M.G. Siegler
Does Microsoft Have an AI Problem?
Itâs early, but there sure is a lot of smoke billowingâŠ
M.G. Siegler
Apple Should Sign Howard Stern and Launch âPodcasts+â
They may not care about podcasting, but they *do* care about ServicesâŠ
M.G. Siegler
August 2024
ESPNâs Path to Be *the* Streaming Sports Bundle
Itâs not exactly âclearâ, as Amazon may battle them along the wayâŠ
M.G. Siegler
Mark Zuckerbergâs Goal is to Be Neutral in Not Being Neutral
Is Meta going MAGA or GAGA?
M.G. Siegler
Google Isnât Lazy, Itâs Timid. As It Sadly Must Be.
Provocative soundbites aside, itâs obvious why Google isnât OpenAIâŠ
M.G. Siegler
We Donât 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 weekâŠ
M.G. Siegler
OpenAI Generates More Turmoil
Itâs probably time to change that non-profit structure for goodâŠ
M.G. Siegler
Dear Zuck
This shit is embarrassingâŠ
M.G. Siegler
July 2024
Never Tweet Your Heroes
Also maybe never tweet, period.
M.G. Siegler
Backing the Winner
Attention VCs: going for Trump is no longer the contrarian betâŠ
M.G. Siegler
How to Scale Paramount
Can Skydance finally, actually bridge Silicon Valley and Hollywood?
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 â and perhaps ever â but they have almost no idea how to invest in the space. And yet
M.G. Siegler
June 2024
Being Too Early Is Worse Than Being Late
Amazon owned the AI assistant space -- until the space changed
M.G. Siegler
Of Tadpoles and Tentpoles
A 10 step plan to save the movie theater business
M.G. Siegler
Can Microsoft Build âApple Intelligenceâ in Reverse?
The countdown to âMicrosoft Intelligenceâ feels on. Sorry, OpenAI.
M.G. Siegler
Did Apple Just End AIâs First Era?
AIâs performance arms race yields to the product arms raceâŠ
M.G. Siegler
People at a Premium
AI will change Hollywood -- for the better
M.G. Siegler
Can NVIDIA Become Intel Faster Than Everyone Becomes NVIDIA?
As money pours into AI, can NVIDIA stay ahead?
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
Ready or Not, Here Apple AI Comes
Will slow but not fully steady win the race?
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
Without Real Time Information, Threads is Pointless
Unleash the feeds
M.G. Siegler
OpenAI Changes the Vocal Computing Game!
No sarcasm, just enthusiasm for GPT-4o
M.G. Siegler
Apple Invents a Laptop with a Touchscreen
The new iPad Pro is awesome. And a bit silly.
M.G. Siegler
Wonât Get Fooled Again
Some decidedly unhelpful thoughts about investing in AI startupsâŠ
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
Is AI Spend the New Streaming Spend?
Wall Street loves to reward arms race spending -- until they donât.
M.G. Siegler
The âGoing Directâ Bullshit Debate
Itâs driven by AI and itâs all PR anywayâŠ
M.G. Siegler