Confirmed: they speak English in What.

Fresh off fending off Apple in VR, Meta now will face the familiar foe in Smartglasses. And the smaller product should be a bigger battle. Because this is all about AI. And the iPhone... [⭕️🔒] spyglass.org/meta-apple-s...

Quips don't lie. (From The Inner Ring last week.) spyglass.org/dossier-002-...

🗂️ Spyglass Dossier 📅 April 13, 2026 • OpenAI's Path to $100B in Ads • DoJ vs. NFL • MacBook Neo Lighting Fires • Hail Mary's Future • Amazon's Not So Crazy CapEx • Sweating Anthropic • Meta's Max Headroom • 'iPhone Fold' as 'iPhone Ultra' spyglass.org/dossier-003-...

As noted a couple weeks ago, stood to reason that Apple, despite their large ownership stake and satellite deal, would actually *like* Amazon taking over Globalstar... thoughts.spyglass.org/i/192991624/...

"People who are really serious about computing should make their own AI." spyglass.org/serious-abou...

People appear to be enjoying a movie where technology, for once, is not the end of the world... spyglass.org/project-hail...

🗂️ Spyglass Dossier 📅 April 10, 2026 • 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 spyglass.org/dossier-002-...

Got a camera upgrade for this month's Big Technology Pod with @kantrowitz.bsky.social, so you can enjoy my Michigan paraphernalia in full resolution. #GoBlue www.youtube.com/watch?v=RIvu...

The Stargate mess seemingly points to a fairly fundamental AI data center mess... (Naturally, as best illustrated with references to both the 1994 movie and Ella Langley.) spyglass.org/back-to-abil...

'Muse Spark' sparks the stock, but mainly through imagination... spyglass.org/meta-muse-sp...

In a way, Claude Mythos is sort of an encapsulation of the story of AI right now. It's less about "superintelligence", and more about intelligence scaled in a way that humanity can't contend with... spyglass.org/claude-mytho...

"Open" AI models from Meta, soon with 100% larger quotation marks. spyglass.org/meta-open-is...

I feel like we're not addressing the most concerning news from Mythos

🗂️ Dossier 📅 April 6, 2026 • 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 spyglass.org/dossier-001-...

#GoBlue 〽️〽️〽️〽️〽️〽️〽️🏀🏀🏀🏀🏀🏆🏆🏆🏆🏆🏆

As a teenager, I lined up at midnight for the launch of two things: Pearl Jam albums and Windows 95. In my 20s, one preference changed. It wasn't Pearl Jam. spyglass.org/a-conversion...

Just utter domination. Again. #GoBlue 〽️🏀

Happy Good Friday News Dump to those who celebrate.

For this deal to make any sense, OpenAI will need to boost TBPN's reach to harness the "soft power" potential. But there are a number of factors working against that *because of* this deal... spyglass.org/openai-tbpn-...

🔭 Afterthoughts... 📆 April 2, 2026 • Amazon + Globalstar? • OpenAI's Round • Microsoft's AI Pickle • Microsoft's New AI Models • SpaceX IPO • Can He-Man? thoughts.spyglass.org/p/the-netfli...

The old pivot-from-video to one video podcast move. Classic.

Depending how these new negotiations go, we're looking at a world, perhaps in a decade, but at most two, where the NFL games are on Amazon, Apple, ESPN, Netflix, and YouTube. All of them. spyglass.org/nfl-netflix-...

🔭 Afterthoughts... 📅 March 30, 2026 • Fall of Sora • ChatGPT Apps • xAI Founders • Project Hail Box Office • OpenAI/Anthropic Beef • 2076 iPhone • Chromebooks in School Backlash thoughts.spyglass.org/p/the-fall-i...

Will the iPhone still be around in 2076? What about 2126? Or 3026? spyglass.org/the-70-year-...

Here we are, at the dawn of yet another "techlash". But this one could be far larger because the fallout from yesterday is running right into the fears for tomorrow. spyglass.org/big-techbacco/

Just one of the most dominating performances (on both ends) that I’ve ever seen. Coach’s son hitting the final shot and everyone going wild just the cherry on top. Final 4️⃣. #GoBlue 〽️🏀

Is this good? Seems good. #GoBlue 〽️🏀

We are so back... to where we started. (Has Hollywood learned anything in the meantime?) spyglass.org/theatrical-w...

🔭 Afterthoughts... 📅 March 27, 2026 • Apple Opens Siri • Meta Churns • DeepMind History • RIP Mac Pro • Colbert's 'Lord of the Rings' • Siri App • RIP Sora thoughts.spyglass.org/p/techlash-2...

𝚁𝚎𝚜𝚝 𝙸𝚗 𝙿𝚎𝚊𝚌𝚎, 𝙹𝚊𝚖𝚎𝚜 𝚃𝚘𝚕𝚔𝚊𝚗 (𝟷𝟿𝟹𝟷 - 𝟸𝟶𝟸𝟼) 🖤

Elite 8️⃣ #GoBlue 〽️🏀

AMC’s stock chart is truly something to behold…

Now that they’re moving past their chatbot (and app) reluctance, Apple have a chance to do AI right... (I'm serious!) spyglass.org/apple-siri-a...

It's not just VR. It's well, pretty much everything. Dating back years. Meta keeps swinging and missing... [⭕️🔒] spyglass.org/meta-many-be...

I'm so Sora for our loss. spyglass.org/sora-loser/

Meta has fallen back behind Tesla in market cap. And it certainly would be quite a ways behind the supposed $1.75T target for SpaceX...

Who could have foreseen Microsoft having issues with Copilot? Except, well, everyone... [🔓 from October 2024] spyglass.org/microsofts-a...

This wasn't about a turnaround, this was about putting great products into the world. The turnaround was a byproduct of that... spyglass.org/made-apple-g...

🔭 Afterthoughts... 📅 March 24, 2026 • Gemini's Comeback • AI Choice Screens • Apple Maps Ads • Prediction Market Test • Microsoft's Ai2 Bet • ARM Chips • Windows Slop • Steve Jobs on the iBook • VW Scout thoughts.spyglass.org/p/metaverse-...

This, from June 2024, right after 'Apple Intelligence' was first unveiled, seems to hold up well... spyglass.org/apple-ai-cha...

For Meta, it was now existential: smartphones could not be the thing, *they had to be the thing that gets us to the thing*. And they needed to be the first to that next thing, costs be damned... [⭕️🔓 from January 2025] spyglass.org/the-iphone-i...

Well, so much for Bob Iger's last deal I guess!

Yeah, not having an actual Siri app never made any sense to me. Glad we won't have to wait for iOS 28 after Apple was proven wrong here... spyglass.org/my-2026-ipho...

Microsoft obviously thought that AI would be the future of Windows. Then it all went to shit. Now they have to rip that shit out. spyglass.org/microslop-wi...

Took two whole weeks. spyglass.org/openclaw-ver...

I'm going to zag a bit here in thinking that Amazon trying to do a phone again may not be totally insane... spyglass.org/amazon-fire-...

Yes, this is all about making the iPhone "the thing that gets us to the thing" when it still clearly remains the thing, which remains a problem for anyone but Apple... spyglass.org/the-iphone-i...

The game has changed and OpenAI needs to change with it. But there are risks in shifting to a defensive posture. And straying from consumer... [⭕️🔒] spyglass.org/theres-alway...