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  "description": "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 ",
  "path": "/dossier-001-go-blue/",
  "publishedAt": "2026-04-06T20:14:52.000Z",
  "site": "https://spyglass.org",
  "tags": [
    "the NCAA Championship Game",
    "newsletter",
    "OpenAI's \"Super App\"",
    "if/when",
    "own devices hit",
    "there are real risks",
    "Sources",
    "OpenAI Shuffles Leadership",
    "the $122B fundraise",
    "M&A deal",
    "and focus",
    "it seemed like",
    "even a secondary one",
    "Bloomberg",
    "YouTube Leans Back",
    "FAST",
    "writing about this notion",
    "Because I have",
    "Verge",
    "who noted",
    "of course",
    "Better than Apple in that regard",
    "A Conversion to AppleHow a PC kid became an Apple fanatic over the course of the company’s 50 years…SpyglassM.G. Siegler",
    "Wired",
    "NYT",
    "service",
    "here",
    "issue",
    "9to5Mac",
    "seemingly just been sitting around",
    "We all feel you",
    "just maybe",
    "debacle",
    "totally got",
    "THR",
    "it was just",
    "Totally great for Disney",
    "9to5Google",
    "enjoy",
    "hit",
    "miss",
    "IGN",
    "movie",
    "a big LotR reunion",
    "ScreenRant",
    "The Inner Ring",
    "Subscribe now"
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  "textContent": "Happy Easter Monday. Hopefully everyone is rooting for Michigan tonight in the NCAA Championship Game. #GoBlue\n\n****Spyglass Dossier**** is a newsletter featuring links and commentary from ****M.G. Siegler**** on timely topics found around the web.\n\nSubscribe\n\nEmail sent! Check your inbox to complete your signup.\n\n### I Note...\n\n**🦸🏻‍♂️** OpenAI's \"Super App\" – An interesting side note of this strategy: it shifts us back from a mobile-first and focused world, to a desktop-centric one. That's not surprising given the coding focus of Codex (and Claude Code), but it's decidedly not where the masses are these days, and ChatGPT is at such a scale – 1B actives any day now – that mobile will presumably always end up as the most-used surface for them (even if/when their own devices hit). The strategy – get Codex in front of non-engineers through ChatGPT and morph it into a general purpose agent – isn't a bad one, but there are real risks in execution. And given that OpenAI is full-on chasing Anthropic here, what might _they_ be focusing on – shoring up Claude Code/Cowork or something new? **[** Sources**🔒]**\n\n**🔀** OpenAI Shuffles Leadership – Holy Good Friday news dump. COO shifting to \"special projects\". CMO stepping down (to focus on health). CEO (of AGI Development) taking a leave of absence (to focus on health). This all comes on the heels of the $122B fundraise, a questionable M&A deal, and a mandate to kill off \"side quests\" and focus on the task at hand: taking on Anthropic. The latter two were spearheaded by aforementioned CEO of AGI (now on leave) Fidji Simo. Clearly they waited to announce all of this until the Friday before Easter. Will Simo come back as COO (since it seemed like that's what she essentially was anyway?). The company is saying no (that they won't appoint a new COO). Hard to give up a CEO title, I guess – even a secondary one. Never a dull moment at OpenAI. **[** Bloomberg**🔒]**\n\n**📺** YouTube Leans Back – While \"Stations\" are essentially YouTube's answer to FAST channels elsewhere, it has nothing to do with price – since, of course, YouTube is already free (though you definitely should consider YouTube Premium to remove the insane amount of ads if you watch a lot of YouTube). It's all about the _experience_ of just being able to put something on and not worry about it. Yes, like old school TV or cable. Not having to select something else when it ends. Just putting something on in the background and letting it wash over you. Endlessly. For hours. Sometimes, people simply like not feeling alone in their homes. I feel like I've been writing about this notion for a decade. Because I have. **[** Verge**]**\n\n* * *\n\n### I Quote...\n\n> \"This is horrific. I knew this kind of bullshit would happen eventually, but I didn't expect it so soon.\"\n\n– **Zach Manson** , a software developer who noted that Microsoft had injected an ad into his GitHub pull request. What was the ad for? Copilot, of course. Microsoft quickly removed the \"feature\" after the backlash. Better than Apple in that regard, I guess...\n\n* * *\n\n### I Wrote...\n\nA Conversion to AppleHow a PC kid became an Apple fanatic over the course of the company’s 50 years…SpyglassM.G. Siegler\n\n* * *\n\n### Asides...\n\n  * The story of **Steven Levy's** night with **John Perry Barlow** in 1994 would itself be a wild (and sad) read, but add**JFK Jr.** into the mix... **[** Wired**]**\n  * Making banks sign enterprise deals for **Grok** in order to get a taste of the **SpaceX IPO** is quite the new **BD** tactic! **[** NYT**]**\n    * Ideally, they'd be **advertising** on **Xitter** too! (Of course, embarrassing levels of ingratiation is nothing new in such things...)\n  * **Surf** , the new federated social service from team **Flipboard** , which I wrote about here is (finally) live. **[** Verge**]**\n  * Burying news on a Friday, even before Easter, is one thing, doing so _on your 50th anniversary_ is another. Oh look, **Jay Blahnik** is retiring from **Apple**. **[** NYT**]**\n  * In what was undoubtedly the greatest feat of space-based engineering since Apollo 13, **NASA** fixed the **Microsoft Outlook** issue aboard **Artemis II**. **[** Verge**]**\n  * I'm not sure if it's more wild that Apple hasn't **updated** the **Apple TV** box in _4 years_ , or that it still feels significantly faster than the latest TV boxes from Google or Amazon (the latter in particular is awful). **[** 9to5Mac**]**\n    * Also wild that **updated hardware** has seemingly just been sitting around for a while, waiting on **Siri**. We all feel you, Apple TV.\n  * The **rising price of oil** (and thus, gas) may be reversing the downward slide of **EV sales**. Funny that. Maybe, just maybe, the car makers shouldn't have abandoned their electric plans so quickly? **[** NYT**]**\n  * Not to worry everyone, **Disney** and **OpenAI** are _totally_ still friends post-**Sora** debacle. **Josh D'Amaro** totally got being completely blindsided his first week on the job. _Totally_ cool. _Totally_. **[** THR**]**\n    * Look, it was just **a billion dollar deal**. _Totally_ get it.\n    * You know who is not pulling out of AI video? **Google**. Here's **Veo 3.1 Lite**. Totally great for Disney. Not awkward at all. And I'm sure this won't come back to totally bite OpenAI in the ass... **[** 9to5Google**]**\n  * **_The Rings of Power_** , which I do enjoy but is very hit-or-miss, seems to have a protector from above: the almighty **Jeff Bezos**. He has decreed: despite the costs, there shall be five seasons. Well, maybe four. **[** IGN**]**\n    * On that topic, **Aragorn** , sadly, will be recast in Andy Serkis' **Gollum** movie. So it will be only a big LotR reunion. Not a _full_ one. **[** ScreenRant**]**\n\n\n\n* * *\n\nBelow, members of The Inner Ring will find thoughts on:\n\n****• OpenAI's Internal IPO Tension****\n****• OpenAI's Industrial Policy****\n****• Cursor's Claude Code & Codex Competitor****\n****• and more...****\n\n### This post is for subscribers only\n\nBecome a member to get access to all content\n\nSubscribe now",
  "title": "Go Blue 📧",
  "updatedAt": "2026-04-10T13:24:29.958Z"
}