The Inner Ring
The paid tier of Spyglass. Two to three times a week you'll get a column in your inbox. And you'll get access to such posts on the web, including the archives below.
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 bet…
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 – and perhaps ever – 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 ‘Apple Intelligence’ in Reverse?
The countdown to ‘Microsoft Intelligence’ feels on. Sorry, OpenAI.
M.G. Siegler
Did Apple Just End AI’s First Era?
AI’s performance arms race yields to the product arms race…
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
Won’t Get Fooled Again
Some decidedly unhelpful thoughts about investing in AI startups…
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 don’t.
M.G. Siegler
The ‘Going Direct’ Bullshit Debate
It’s driven by AI and it’s all PR anyway…
M.G. Siegler