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Spyglass
Insight from afar by M.G. Siegler

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Apple's AI Brain Bleed

Apple's AI Brain Bleed

Spotify & Netflix Gun for YouTube's Eyeballs

Spotify & Netflix Gun for YouTube's Eyeballs

OpenAI’s Rising Tide Strategy

OpenAI’s Rising Tide Strategy

Amazon Feels the 'Heat 2'

Amazon Feels the 'Heat 2'

OpenAI's Digital Assistant Device

OpenAI's Digital Assistant Device

Sora’s Slop Hits Different

Sora’s Slop Hits Different

Apple Confronts the Vision Pro Mistake

Apple Confronts the Vision Pro Mistake

Sora Soars

Sora Soars

Thoughts on New Apple Things

Thoughts on New Apple Things

Grading Alexa+ on a Curve

Grading Alexa+ on a Curve

Kill the Cookie Consents

Kill the Cookie Consents

One Box Office Battle After Another

One Box Office Battle After Another

The Mysterious "New Ideas" for AI Data Center Build Outs...

The Mysterious "New Ideas" for AI Data Center Build Outs...

TikTok's American Dream

TikTok's American Dream

Apple Steps In It With Hollywood, Again

Apple Steps In It With Hollywood, Again

OpenAI Sells Its Stake to Win AI

OpenAI Sells Its Stake to Win AI

NVIDIA (Intends to) Invest (Up to) $100B in OpenAI (Over Time)

NVIDIA (Intends to) Invest (Up to) $100B in OpenAI (Over Time)

Meta Reframes Their Reality

Meta Reframes Their Reality

Apple’s Flight to Safety

Apple’s Flight to Safety

Meta Looks to Overcome the 'Glasshole' Stigma

Meta Looks to Overcome the 'Glasshole' Stigma

OpenAI & Microsoft Agree to Agree, Tentatively

OpenAI & Microsoft Agree to Agree, Tentatively

Paramount Skydance's Blockbuster Bid for Warner Bros Discovery

Paramount Skydance's Blockbuster Bid for Warner Bros Discovery

Apple's 'Plateau' Event

Apple's 'Plateau' Event

Sony's 'KPop' Gift

Sony's 'KPop' Gift

OpenAI Needs to Build Google Cloud Before Google Can Build ChatGPT...

OpenAI Needs to Build Google Cloud Before Google Can Build ChatGPT...

A Cynical Read on Anthropic's Book Settlement

A Cynical Read on Anthropic's Book Settlement

Apple and Google Are So Back

Apple and Google Are So Back

Instagram is No Longer Instagram

Instagram is No Longer Instagram

Google, Apple, and Mozilla Win in the Antitrust Case Google Lost

Google, Apple, and Mozilla Win in the Antitrust Case Google Lost

My Expensive Streaming Bundle

My Expensive Streaming Bundle

Apple Weighs the Voting Machine

Apple Weighs the Voting Machine

KPopping Netflix's Theatrical Stance

KPopping Netflix's Theatrical Stance

Apple's Great AI Bake Off

Apple's Great AI Bake Off

Peering Back at the OpenAI "Constellations"

Peering Back at the OpenAI "Constellations"

Google's Distractingly Smarmy Pixel Event

Google's Distractingly Smarmy Pixel Event

Super Ultra Megaintelligence™

Super Ultra Megaintelligence™

The Scale is New, the Idea Isn't

The Scale is New, the Idea Isn't

Meta Shoves More Shit Into IG

Meta Shoves More Shit Into IG

M.S.N.O.W.

M.S.N.O.W.

The US Government Inside Intel

The US Government Inside Intel

I Decree: Paramount Should Buy IMAX

I Decree: Paramount Should Buy IMAX

Perplexity's Perplexing and Positively PR Offer to Buy Chrome

Perplexity's Perplexing and Positively PR Offer to Buy Chrome

OpenAI Moves Fast and Breaks ChatGPT

OpenAI Moves Fast and Breaks ChatGPT

The Art of the Quid Pro Quo

The Art of the Quid Pro Quo

The Captains of CapEx

The Captains of CapEx

Tim Cook's Golden Gift

Tim Cook's Golden Gift

OpenAI Figures Out Their Path Back to "Open"

OpenAI Figures Out Their Path Back to "Open"

"Open" Comes Back to Bite Google

"Open" Comes Back to Bite Google

Marvel, We Have a Superhero Problem

Marvel, We Have a Superhero Problem

Meta's 'Anti-Godfather' Offers

Meta's 'Anti-Godfather' Offers

Apple Backed Into an AI Corner

Apple Backed Into an AI Corner

A Personal Read of 'Personal Superintelligence'

A Personal Read of 'Personal Superintelligence'

Meta's 'MoE' Mistake

Meta's 'MoE' Mistake

IMAX is More than Just a Bigger Screen, You Morons

IMAX is More than Just a Bigger Screen, You Morons

Microsoft Puts a Face to Their (Bad) AI Bot Name

Microsoft Puts a Face to Their (Bad) AI Bot Name

The Have Lots & the Have Nots

The Have Lots & the Have Nots

Big Tech's Big Hedge with Big AI

Big Tech's Big Hedge with Big AI

ESPN Looks to Ride the NFL to Streaming Success

ESPN Looks to Ride the NFL to Streaming Success

AI Can Reproduce Writing, But Not the Process of Writing

AI Can Reproduce Writing, But Not the Process of Writing

'Stargate' Gazing

'Stargate' Gazing

The Endless Rebranding of AI

The Endless Rebranding of AI

The Killing of a Sacred Late Show

The Killing of a Sacred Late Show

The Great Okay Part II

The Great Okay Part II

Meta’s AI Relativity Theory

Meta’s AI Relativity Theory

Open Source AI was the Path Forward

Open Source AI was the Path Forward

We're Seemingly Still in the "Throw Money At It" AI Era...

We're Seemingly Still in the "Throw Money At It" AI Era...

An OpenAI Acquisition Turns Into a Google 'Hackqusition'...

An OpenAI Acquisition Turns Into a Google 'Hackqusition'...

Escalated, the AI Browser Wars Have – Quickly

Escalated, the AI Browser Wars Have – Quickly

Apple is Ripe

Apple is Ripe

Apple's Formula for F1

Apple's Formula for F1

iPadOS 26 Turns the iPad Into a Sort of 'Mac Jr.'

iPadOS 26 Turns the iPad Into a Sort of 'Mac Jr.'

Taking a Bite Out of the Latest Box Office "Records"

Taking a Bite Out of the Latest Box Office "Records"

Can Meta Buy the Future of AI?

Can Meta Buy the Future of AI?

Meta's 'Godfather' Offer

Meta's 'Godfather' Offer

Zuck's Eleven

Zuck's Eleven

Hey Siri, Time for that Lobotomy

Hey Siri, Time for that Lobotomy

Meta's Open Source AI Mistake

Meta's Open Source AI Mistake

Return of the MacBook?

Return of the MacBook?

Apple Finally Has a Hit Movie, But at What Cost?

Apple Finally Has a Hit Movie, But at What Cost?

$100M AI Signing Bonuses

$100M AI Signing Bonuses

Apple’s Pitt Stop

Apple’s Pitt Stop

Dr. Yes

Dr. Yes

Begun, the AI Browser Wars Have

Begun, the AI Browser Wars Have

Apple Lives Long Enough to Become the Ad Villain

Apple Lives Long Enough to Become the Ad Villain

Whittling Down Apple's Big AI M&A Options

Whittling Down Apple's Big AI M&A Options

Pixar Peters Out

Pixar Peters Out

Meta Hackquires a VC Fund

Meta Hackquires a VC Fund

Does Emo AI Dream of Mundane Tasks?

Does Emo AI Dream of Mundane Tasks?

You the User

You the User

Netflix Really Is TV Now

Netflix Really Is TV Now

OpenAI and Microsoft Risk Open War

OpenAI and Microsoft Risk Open War

Big Journalism Is Finally Losing... It

Big Journalism Is Finally Losing... It

Hackquisitions & Hackquihires

Hackquisitions & Hackquihires

While 'iOS 26' Will Ship in 2025, 'Siri 26' Will Ship in 2026

While 'iOS 26' Will Ship in 2025, 'Siri 26' Will Ship in 2026

Hungry. Foolish.

Hungry. Foolish.

The Mind-Blowing Mac-ness of iPadOS 26

The Mind-Blowing Mac-ness of iPadOS 26

Liquid Glasslighting

Liquid Glasslighting

Apple Tries to Hide AI Under Liquid Glass

Apple Tries to Hide AI Under Liquid Glass

Meta's $10B+ AI Reset

Meta's $10B+ AI Reset

Reasoning About the Reasoning of Reasoning Models

Reasoning About the Reasoning of Reasoning Models

Nov
28

Signal: Blue Binge 📧

#newsletter
Nov
26

NVIDIA's "Delight"

#nvidia
Nov
25

Big Tech's Wild Market Cap Ride

#stocks
Nov
24

Failing to Realize Why Modern Antitrust Keeps Failing

#antitrust
Nov
23

'Pluribus' as AI Allegory

#ai
Nov
21

Signal: Google Roars Back 📧

#newsletter
Nov
21

Google Starts to Bridge OpenAI's Product Moat

#gemini
Nov
19

When Steve Jobs Fused Silicon Valley & Hollywood at Pixar

#steve jobs
Nov
19

Judge Rules FTC Wasted Everyone's Time with Meta Case

#antitrust
Nov
18

Collect Them All (AI Edition)

#ai
Nov
18

The Small NVIDIA Short

#nvidia
Nov
17

Apple's First-Look Fall & Secondary Spring

#iphone
Nov
16

Let Tim Cook

#apple
Nov
15

Group ChatGPT

#openai
Nov
12

The Wearable iPhone

#design
Nov
11

The iPhone Error

#iphone air
Nov
10

"Hey, There's a Bubble."

#ai