🔭Spyglass Signal 📆 November 21, 2025 • World Models • Netflix's Theatrical Bid • Perplexity's Mobile Browser • Streaming Pause Ads • Sam Altman's 'Rough Vibes' Memo • Wokesters • Zelda Movie

Google is on a bit of a roll when it comes to AI product delight. And that should have OpenAI a bit worried.

How do you become a five trillion dollar company? It's simple, really. Get a bunch of trillion-dollar companies to pay you a lot of money. [⭕️🔒]

"You have to edit your film before you make it."

This case perfectly highlights how tech antitrust is so broken in our current era (and going to get worse in the Age of AI)...

An ongoing list of the tangled web of Big Tech investments in Big AI...

On the growing narrative of negativity around NVIDIA at the moment...

As 'World Models' gather steam and buzz, a battle brewing with Large Language Models... [⭕️🔒]

There's risk in Apple shifting to a "premium" fall and a "regular" spring iPhone release schedule...

This is also perhaps a unique moment in time for Tim Cook to step down as Apple CEO, if he wanted to...

ChatGPT is already a chat app. One with nearly a billion users. Can they get those people talk to *each other* as well as to AI?

🔭Spyglass Signal 📆 November 14, 2025 • Apple's Mini App Cut • Battle for Warner Bros • Tesla + CarPlay • The AI Bubble • Thinking Machines at $50B • Bundling MLS into Apple TV • Michael Burry's Bubble Bet • 'Toy Story 5' Goes After the iPad

Satya Nadella's agentic dreams: a world where we've shifted from software that you use on your computer to software that your computer uses for you... [⭕️🔒]

It seems like a problem to have a Chief Scientist who doesn't believe in the path you're now taking towards AI. Unless you have an extra Chief Scientist to spare! [⭕️🔒]

I think the most interesting aspect of this product is actually the continuing trend of turning the iPhone into a wearable.

Anthropic goes for profit as OpenAI goes for broke... [⭕️🔒]

With the iPhone Air (predictably) failing to take flight, Apple seemingly shifts strategy for the iPhone Air 2...

This time is different because the AI build-out is so clearly a bubble – with many trying to leverage it. Which isn't necessarily a bad thing (but may be anyway). 🫧

They will be essentially asking investors in any IPO to buy into the belief that OpenAI will grow into the biggest company of all time in relative short order.

It's nuanced and vague, but there are probably going to be new and interesting ways people learn to use AI when it operates in an always-on and extremely fast way with privacy as a key feature.

Apple swaps Google billions for Gemini trillions (of parameters)

I'm not sure it's a win/win but it's a win/less-loss. It's an Epic-was-going-to-win-so-they-take-less-of-a-win-to-expand-the-scope-of-the-win, win.

All of this points to a world in which the web is less open and more about which players have the right business development deals in place for the user.

While a $499 MacBook is undoubtedly a bridge too far (and cheap), a $799 one sounds about right...

Microsoft didn't actually lose any of their money due to OpenAI's losses just as Google and Amazon didn't make any actual money due to Anthropic's mark up in valuation...

As Apple's Services business surges past a $100B business, it's now bigger than all but maybe 40 companies in the Fortune 500...

For now, we welcome Microsoft as the newest Big Tech player with an *official* massive equity stake owner in Big AI. OpenAI and Microsoft are so back.

Could Apple or Amazon even get their shareholders to swallow a $75B+ media deal in the Age of AI?

Apple delays the absurdly large and heavy and expensive foldable without an obvious market...

It's starting to feel like Xbox is dead, and Microsoft's pricey gaming buys were huge blunders...

One has to wonder what Amazon thinks of this deal. But even more so than that, one has to wonder what NVIDIA thinks of this deal...

A Steven Soderbergh-helmed Star Wars, that Disney killed...

Netflix is getting awfully cozy with movie theaters these days... Who would have thought? (Me.)

And now the 900 pound gorilla of AI has finally entered the AI browser cage match: ChatGPT Atlas...

Everyone is dancing around the same campfire. And it sounds increasingly set to the tune of "AGI or Bust" because OpenAI is the DJ...

🔭Spyglass Signal 📆 October 20, 2025 • Apple & F1 • Karpathy on Dwarkesh Pod • Xitter Rethinks Links • Meta's Private Capital AI Play • iPhone Air Sales • Cue's Streaming Content Critique

To me, it always felt like Apple would be in the running with F1 – this just felt like an Apple move (least of which because Eddy Cue is on the board of Ferrari).

🔭Spyglass Signal 📆 October 17, 2025 • Touchscreen MacBook Pros • Oracle's Margins • Hollywood Has No Idea What To Do About AI • Fracking Data Centers • Apple TV + Peacock • $1 Steve Jobs Coin

How do you like them apples, Apple?

🔭Spyglass Signal 📆 October 15, 2025 • Spotify & Netflix Gun for YouTube • Eddy Cue on Hollywood Goals • Stolen iPhones • ChatGPT Bringing Sexy Back • Apple's Robotic Update • Stargate Competitor Buys Data Center Company • A Tim Cook Labubu!

This is a competition for literal eyeballs. And YouTube controls them in all these verticals...

🔭Spyglass Signal 📆 October 14, 2025 • OpenAI/Broadcom Deal • TBPN's Rise • Is Xbox Imploding? • RIP TiVo • Meta's Ray-Ban Display Review • AI's Use in Comics

Maybe the plus in 'Apple TV+' died so 'HomePod TV' could live?

🔭Spyglass Signal 📆 October 13, 2025 • Apple's Pivot from 'Vision Air' • M5 Devices • 'Tron 3' Bombs at Box Office • Meta Poaches Thinking Machines Co-Founder • Warner Bros Rebuffs Paramount Offer • OpenAI's Constantly Evolving Cap Table

🔭Spyglass Signal 📆 October 10, 2025 • Apple's NBA Vision • Making Intel Great Again • The Race to Build 'Colossus 2' • Meta's Oddly Aggressive AI PR Approach • Apple's Watch Re-Org • Amazon Shoves Ads In Your Face

Begun, the Sora celebrity influx has...

🔭Spyglass Signal 📆 October 9, 2025 • Sora's Surging Downloads • Sora's Hollywood Warnings • Microsoft Trying Health as a Consumer AI Inroads • Netflix Takes On the Gaming Consoles • Jensen Pissed About OpenAI/AMD? • "AI Is Not Your Friend"

🔭Spyglass Signal 📆 October 8, 2025 • Heat 2 • Sora's Copyright Blindside • Love Bots • Bond's Guns • An OpenApp Store • Tesla's Optimus Production Hell • xAI Raising $20B

Maybe we should call what's going on with all these massive deals between AI companies, 'virtuous cycle financing'?

What are we talking about here? You do Heat 2 because it's Heat 2.