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...
September 2024
Should Microsoft Ride in to Save Intel?
Appleās old white knight can mount that steed againā¦
M.G. Siegler
Apple Needs an Editor 2
Repeating Steve Jobsā old points of view is not an actual point of view
M.G. Siegler
Does Microsoft Have an AI Problem?
Itās early, but there sure is a lot of smoke billowingā¦
M.G. Siegler
Apple Should Sign Howard Stern and Launch āPodcasts+ā
They may not care about podcasting, but they *do* care about Servicesā¦
M.G. Siegler
August 2024
ESPNās Path to Be *the* Streaming Sports Bundle
Itās not exactly āclearā, as Amazon may battle them along the wayā¦
M.G. Siegler
Mark Zuckerbergās Goal is to Be Neutral in Not Being Neutral
Is Meta going MAGA or GAGA?
M.G. Siegler
Google Isnāt Lazy, Itās Timid. As It Sadly Must Be.
Provocative soundbites aside, itās obvious why Google isnāt OpenAIā¦
M.G. Siegler
We Donāt 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 weekā¦
M.G. Siegler
OpenAI Generates More Turmoil
Itās probably time to change that non-profit structure for goodā¦
M.G. Siegler
Dear Zuck
This shit is embarrassingā¦
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 betā¦
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 ā and perhaps ever ā 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 āApple Intelligenceā in Reverse?
The countdown to āMicrosoft Intelligenceā feels on. Sorry, OpenAI.
M.G. Siegler
Did Apple Just End AIās First Era?
AIās performance arms race yields to the product arms raceā¦
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
Wonāt Get Fooled Again
Some decidedly unhelpful thoughts about investing in AI startupsā¦
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 donāt.
M.G. Siegler
The āGoing Directā Bullshit Debate
Itās driven by AI and itās all PR anywayā¦
M.G. Siegler