Spyglass
@spyglass.org
📤 354
📥 1
📝 512
The feed for spyglass.org by
@mgsiegler.com
🔭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
loading . . .
Signal: Google Roars Back 📧
World Models • Netflix's Theatrical Bid • Perplexity's Mobile Browser • Streaming Pause Ads • Sam Altman's 'Rough Vibes' Memo • Wokesters • Zelda Movie
https://spyglass.org/signal-google-roars-back/
2 days ago
0
0
1
Google is on a bit of a roll when it comes to AI product delight. And that should have OpenAI a bit worried.
loading . . .
Google Starts to Bridge OpenAI's Product Moat
Gemini's "Dynamic View" is a terrible name for a profound product...
https://spyglass.org/gemini-vs-chatgpt-product/
2 days ago
0
0
0
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. [⭕️🔒]
loading . . .
Big Tech Cash Was a Hammer Seeking an NVIDIA
How do you become a $5T company? It's simple, really...
https://spyglass.org/nvidia-big-tech-money-funnel/
3 days ago
0
0
1
"You have to edit your film before you make it."
loading . . .
When Steve Jobs Fused Silicon Valley & Hollywood at Pixar
"It's the story, stupid." Well, and the talent.
https://spyglass.org/steve-jobs-hiring-advice-pixar/
4 days ago
0
0
0
This case perfectly highlights how tech antitrust is so broken in our current era (and going to get worse in the Age of AI)...
loading . . .
Judge Rules FTC Wasted Everyone's Time with Meta Case
Highlighting how Big Tech antitrust is broken in our current era...
https://spyglass.org/big-tech-antitrust-broken/
4 days ago
0
0
0
An ongoing list of the tangled web of Big Tech investments in Big AI...
loading . . .
Collect Them All (AI Edition)
An ongoing list of the tangled web of Big Tech investments in Big AI...
https://spyglass.org/big-tech-ai-investments/
5 days ago
0
0
1
On the growing narrative of negativity around NVIDIA at the moment...
loading . . .
The Small NVIDIA Short
The stakes keep rising for NVIDIA's earnings as bears & bubbles loom...
https://spyglass.org/punxsutawney-jensen/
5 days ago
0
0
0
As 'World Models' gather steam and buzz, a battle brewing with Large Language Models... [⭕️🔒]
loading . . .
LLMs vs. the World (Models)
A key schism in AI heading into 2026...
https://spyglass.org/llms-vs-world-models-ai/
6 days ago
0
0
1
There's risk in Apple shifting to a "premium" fall and a "regular" spring iPhone release schedule...
loading . . .
Apple's First-Look Fall & Secondary Spring
There are real risks in Apple's would-be new iPhone launch strategy...
https://spyglass.org/apples-first-look-fall-secondary-spring/
6 days ago
0
0
1
This is also perhaps a unique moment in time for Tim Cook to step down as Apple CEO, if he wanted to...
loading . . .
Let Tim Cook
Might Tim Cook retire as CEO of Apple in early 2026? There are signs...
https://spyglass.org/tim-cook-retirement-apple/
7 days ago
0
1
1
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?
loading . . .
Group ChatGPT
OpenAI has a shot at layering social on top of their AI...
https://spyglass.org/group-chatgpt-social/
8 days ago
0
0
0
🔭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
loading . . .
Signal: Bubble Watch 📧
Apple's Mini App Cut • Battle for Warner Bros • Tesla + CarPlay • The AI Bubble • Thinking Machines at $50B • Apple Bundling MLS into Apple TV • Michael Burry's Bubble Bet • 'Toy Story 5' Goes After t...
https://spyglass.org/signal-bubble-watch/
9 days ago
0
1
1
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... [⭕️🔒]
loading . . .
Why Microsoft Pushed OpenAI Aside
Satya Nadella's vision for the future of computing makes it pretty clear that they feel the need to fully control their own AI destiny
https://spyglass.org/microsoft-vs-openai/
10 days ago
0
1
1
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! [⭕️🔒]
loading . . .
Meta AI vs. the World (Models)
The writing was on the (Facebook) wall for Yann LeCun; now can he run an end run around Zuck to AGI?
https://spyglass.org/meta-ai-world-models-lecun-agi/
11 days ago
0
1
1
I think the most interesting aspect of this product is actually the continuing trend of turning the iPhone into a wearable.
loading . . .
The Wearable iPhone
The 'iPhone Pocket' continues a trend...
https://spyglass.org/wearable-iphone/
11 days ago
0
0
0
Anthropic goes for profit as OpenAI goes for broke... [⭕️🔒]
loading . . .
Two AI Roads Diverged...
Anthropic goes for profit as OpenAI goes for broke
https://spyglass.org/anthropic-openai-ai-profit-plan/
12 days ago
0
0
0
With the iPhone Air (predictably) failing to take flight, Apple seemingly shifts strategy for the iPhone Air 2...
loading . . .
The iPhone Error
Yet another "other" iPhone model that fails to resonate...
https://spyglass.org/iphone-air-error/
12 days ago
0
1
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). 🫧
loading . . .
"Hey, There's a Bubble."
Yes, it's a bubble. Yes, that may be a good thing. Yes, it will hurt.
https://spyglass.org/ai-bubble/
13 days ago
0
0
0
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.
loading . . .
IPOpenAI
What might an OpenAI IPO look like? Can the market hold to get them there? What if it doesn't? Backstops? Government guaranteed loans?
https://spyglass.org/openai-ipo/
15 days ago
0
0
2
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.
loading . . .
OpenAI's Local AI Device Dreams
What if their would-be AI device doesn't require a connection...
https://spyglass.org/openai-local-ai-device/
16 days ago
0
1
1
Apple swaps Google billions for Gemini trillions (of parameters)
loading . . .
Apple Finally Agrees to Fix Siri
They'll swap Google billions for Gemini trillions (of parameters)...
https://spyglass.org/apple-siri-google-gemini/
17 days ago
0
1
0
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.
loading . . .
Google's Epic Play Store Trade Puts More Pressure on Apple
Is 80/20 (86/14 or 91/9) the new 70/30 (85/15)?
https://spyglass.org/google-play-store-epic/
18 days ago
0
1
1
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.
loading . . .
AI is Breaking the Browser's Back
And it may fragment web usage across different tools depending on BD deals in place...
https://spyglass.org/ai-browsers-breaking-web/
18 days ago
0
0
0
While a $499 MacBook is undoubtedly a bridge too far (and cheap), a $799 one sounds about right...
loading . . .
How Low Will Apple Go?
With regard to the price of a lower-cost MacBook...
https://spyglass.org/low-cost-macbook/
19 days ago
0
1
1
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...
loading . . .
Buyer Beware Big Tech Gains (and Losses) Boosted By Big AI
On paper gains from valuation markups and paper losses from burn...
https://spyglass.org/buyer-beware-big-tech-gains-and-losses-boosted-by-big-ai/
22 days ago
0
0
0
As Apple's Services business surges past a $100B business, it's now bigger than all but maybe 40 companies in the Fortune 500...
loading . . .
Apple Services Guns for the iPhone Business
Already a Fortune 50-sized business, it just keeps going, and going...
https://spyglass.org/apple-services-business-iphone/
23 days ago
0
1
1
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.
loading . . .
OpenAI Gets Their Cake and Microsoft Gets Their Stake
Microsoft signs off on OpenAI's PBC conversion in exchange for some more clear-cut and friendly terms
https://spyglass.org/openai-microsoft-stake-pbc/
26 days ago
1
1
0
Could Apple or Amazon even get their shareholders to swallow a $75B+ media deal in the Age of AI?
loading . . .
Netflix's New Goal May Be to Buy HBO Before HBO Can Be Bought
Big Tech will have a hard time making the case to Wall Street in the Age of AI...
https://spyglass.org/netflix-hbo-deal/
27 days ago
0
1
2
Apple delays the absurdly large and heavy and expensive foldable without an obvious market...
loading . . .
Apple Delays the Silly Big Foldable iPad
Will this device ever see the light of day? Maybe. Next decade.
https://spyglass.org/apple-silly-big-foldable-ipad/
28 days ago
0
0
1
It's starting to feel like Xbox is dead, and Microsoft's pricey gaming buys were huge blunders...
loading . . .
Microsoft's Halo Mary
It's starting to feel like Xbox is dead, and Microsoft's pricey gaming buys were huge blunders...
https://spyglass.org/microsoft-halo-mary/
29 days ago
0
0
0
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...
loading . . .
Anthropic's Big Tech Strategy Deepens...
And by going deeper with Google, do they risk stepping on NVIDIA's and Amazon's toes?
https://spyglass.org/anthropic-google-tpu-deal/
about 1 month ago
0
0
1
A Steven Soderbergh-helmed Star Wars, that Disney killed...
loading . . .
Disney Killed Kylo Ren, Again
'The Hunt for Ben Solo' starring Adam Driver with um, Steven Soderbergh directing and Disney said "no"?!
https://spyglass.org/disney-kills-kylo-ren-again/
about 1 month ago
0
3
1
Netflix is getting awfully cozy with movie theaters these days... Who would have thought? (Me.)
loading . . .
Netflix Thaws Their Theatrical Stance
Stranger Things. Frankenstein. KPop. Narnia. AMC. Oh my...
https://spyglass.org/netflix-movie-theater-stance/
about 1 month ago
0
0
1
And now the 900 pound gorilla of AI has finally entered the AI browser cage match: ChatGPT Atlas...
loading . . .
Some Thoughts on ChatGPT Atlas
OpenAI's web browser enters the AI Browser Battle...
https://spyglass.org/chatgpt-atlas-ai-browser/
about 1 month ago
0
0
0
Everyone is dancing around the same campfire. And it sounds increasingly set to the tune of "AGI or Bust" because OpenAI is the DJ...
loading . . .
AGI or Bust
Forget a "Bubble", OpenAI has made this all a very binary bet...
https://spyglass.org/agi-or-bust/
about 1 month ago
0
0
0
🔭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
loading . . .
Signal: Lego Heads 📧
Apple & F1 • Karpathy on Dwarkesh Pod • Xitter Rethinks Links • Meta's Private Capital AI Play • iPhone Air Sales • Cue's Streaming Content Critique
https://spyglass.org/signal-lego-heads/
about 1 month ago
0
0
1
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).
loading . . .
The Checkered Flag is Out, Apple Finally Takes F1 Rights
And all Apple TV subscribers will benefit!
https://spyglass.org/apple-f1-rights/
about 1 month ago
1
2
2
🔭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
loading . . .
Signal: How You Like Them Apples? 📧
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
https://spyglass.org/signal-how-you-like-them-apples/
about 1 month ago
0
0
0
How do you like them apples, Apple?
loading . . .
Apple's AI Brain Bleed
Meta keeps poaching Apple's AI talent and that's a real problem...
https://spyglass.org/apple-ai-talent/
about 1 month ago
0
0
1
🔭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!
loading . . .
Signal: An M5 Smack in the Face 📧
Spotify & Netflix Gun for YouTube • Eddy Cue on Apple's Hollywood Goals • Stolen iPhones • ChatGPT Is Bringing Sexy Back • Apple's Robotic Updates • Stargate Competitor Buys Big Data Center Company • ...
https://spyglass.org/signal-an-m5-smack-in-the-face/
about 1 month ago
0
1
1
This is a competition for literal eyeballs. And YouTube controls them in all these verticals...
loading . . .
Spotify & Netflix Gun for YouTube's Eyeballs
The video podcast partnership may portend a bundle...
https://spyglass.org/spotify-netflix-video-podcasts-youtube/
about 1 month ago
0
0
0
🔭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
loading . . .
Signal: Apple TV++ for You++ 📧
OpenAI/Broadcom Deal • TBPN's Rise • Is Xbox Imploding? • RIP TiVo • Meta's Ray-Ban Display Review • AI's Use in Comics
https://spyglass.org/signal-apple-tv-for-you/
about 1 month ago
0
0
1
Maybe the plus in 'Apple TV+' died so 'HomePod TV' could live?
loading . . .
Apple TV+ Minus the Plus
A simple solution to confuse more people...
https://spyglass.org/apple-tv-plus-streaming/
about 1 month ago
0
2
1
🔭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
loading . . .
Signal: One Subversion After Another 📧
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
https://spyglass.org/signal-one-subversion-after-another/
about 1 month ago
0
0
1
🔭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
loading . . .
Signal: Smothering Smoldering Sora 📧
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
https://spyglass.org/signal-smothering-smoldering-sora/
about 1 month ago
0
0
1
Begun, the Sora celebrity influx has...
loading . . .
Will a Celebrity Tsunami Hit Sora?
Or will they stay back, afraid of AI and worried about IP?
https://spyglass.org/sora-celebrities/
about 1 month ago
0
0
1
🔭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"
loading . . .
Signal: Google Had, Lost, and Found AI 📧
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 Frien...
https://spyglass.org/signal-google-had-lost-and-found-ai/
about 2 months ago
0
0
1
🔭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
loading . . .
Signal: The Perpetual Money Machine 📧
Heat 2 • Sora's Copyright Blindside • Love Bots • Bond's Guns • An OpenApp Store • Tesla's Optimus Production Hell • xAI Raising $20B
https://spyglass.org/signal-the-perpetual-money-machine/
about 2 months ago
0
0
1
Maybe we should call what's going on with all these massive deals between AI companies, 'virtuous cycle financing'?
loading . . .
OpenAI’s Rising Tide Strategy
Betting on virtuous cycle financing during a boom time...
https://spyglass.org/openai-rising-tide-strategy/
about 2 months ago
0
0
0
What are we talking about here? You do Heat 2 because it's Heat 2.
loading . . .
Amazon Feels the 'Heat 2'
Warner Bros' loss of Michael Mann's sequel is Amazon's gain...
https://spyglass.org/amazon-heat-2-movie/
about 2 months ago
0
0
0
Load more
feeds!
log in