Beyond Google's obviously impressive AI tech, it's the product work that's starting to surprise in good ways...

Remind me again why the Eagles ever wear any other uniforms but these?

The stage is set. #GoBlue 〽️🏈

Forget context windows for a second and remember just good old fashioned context. AI may be new and different and impressive, but the high level mania always has echoes of the past. To learn from. Or not. Great one by @fvogelstein.bsky.social

Chelsea move up to second in the Premier League table and within three points of leaders Arsenal following a 2-0 win over Burnley at Turf Moor. Goals from Pedro Neto and Enzo Fernandez secured all three points for the visitors.

🔭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

Backing into new market cap positions: With Microsoft falling, Google has now passed them. With NVIDIA falling, Apple is closing in on them… 📉

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. [⭕️🔒]

2 Task 2 Furious

"Dynamic View" in Gemini 3 is *wild* That is all.

It's November 22, 1996 and Steve Jobs has a cold...

Yeah, no surprise on the partnership. From a week ago... spyglass.org/meta-ai-worl...

Jensen shadow seen! 3 more months of AI!

For the government, this feels a bit like like trying to play Whac-A-Mole – if your mallet weighs a thousand pounds and the moles are high on amphetamines.

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

With the Gemini 3 surge, Google just about to pass Microsoft in market cap. Would move into third place, around $300B behind Apple and $900B behind NVIDIA... 📈

I'm not saying that Tim Cook is about to step down as CEO of Apple, but *I am saying* that if he was planning to soon, early next year is perhaps the perfect window to be able to "go out on top" – one which may not be open for long...

The AI Bulls & Bears meet again tomorrow for NVIDIA's earnings. This time with a clear Bubble backdrop...

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

Thank you FTC for the great waste of everyone's time. At least we'll always have the discovery documents.

This is becoming too much like the game of Clue: Anthropic, using NVIDIA chips, in an Azure data center!

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

ChatGPT is already a chat app. But it's one where your only connection is an AI bot. That's about to change. Will it change ChatGPT?

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... [⭕️🔒]

You cannot play a more sloppy game than Michigan just did and win. Losing by a 5 turnover margin! But the last second FG to win was fitting after the best FG kicker in the country missed two others earlier! Wild. #GoBlue 〽️🏈

🔭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

Interesting top App Store chart these days: 2 OpenAI apps 2 Google apps 1 Meta app (that’s not IG or WhatsApp) 1 Bytedance app (that’s not TikTok) 1 X app (that’s not Xitter) (And one wishlist app)

Google+

Still seems weird/wild to me that Apple might shift to a Pro-only fall iPhone release strategy. Wouldn't it make more sense to shift the iPhone Air to the spring for some symmetrical options? spyglass.org/iphone-air-e...

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! [⭕️🔒]

The dunks have been fast and furious (and funny) around the $150/$230 iPhone socks, but this is a *very* Apple product.

Come on screenwriters, too on the nose.

Clear that what I wrote about the freak out over Microsoft's data center "pullback" last February seems correct. It wasn't a pullback, it was a pause to hand-off OpenAI and reassess their own needs... Foot is back on the gas now. spyglass.org/ai-data-cent...

Naturally, a whole day after writing about the divergence of OpenAI and Anthropic, noting specifically that the latter isn't building their own data centers (in ways short-term good and potentially long-term bad), they announce their first data center.

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. In fact, I believe the companies involved not only know this – I mean, how could you not? – but are now actually *leveraging* this reality. 🫧

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.

Yeah, only so many shit sandwiches you can eat at the company cafeteria. Per last month... 💩🥪 spyglass.org/signal-the-l...

For all the fiscal issues the UK has, the constant budget changes are absolutely bonkers. It so obviously leads to whack-a-mole policy rather than effective strategic planning. It also makes investment so much harder. A clear doom loop.

Please, please, please, please kill the cookie pop-ups.

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.

Back with @kantrowitz.bsky.social this week talking through the prospects of an OpenAI IPO (eventually), the risks of "AGI or Bust", and the inevitability of a market correction and what that might mean for this moment (and more)...

Apple may not have wanted to pay Anthropic $1.5B a year but this can be just an in-kind deal! "Google, you know that $25B you owe us this year? Make it $24B, but we'll take a custom build of Gemini. Deal?" Deal.

They finally figured out a way to punish the EU.

As AI rips apart the web’s monetization norms, AI browsers are now splintering it between which entities have BD deals in place…

Find yourself someone who loves you as much as he loves doing press.