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  "description": "As the Anthropic Turns • Nadella's Frontier • UK Social Media Ban • Fox Buys Roku • Spielberg Returns • Why No More Zuck for Eisenberg • SpaceX's Colossal Data Center Problem\n• Inside Meta's \"Gulag\" ",
  "path": "/inklings-as-the-anthropic-turns-nadellas-frontier-uk-social-media-ban-fox-buys-roku-spielberg-returns/",
  "publishedAt": "2026-06-15T16:59:25.000Z",
  "site": "https://spyglass.org",
  "tags": [
    "Anthropic’s Heel TurnIt’s perhaps more of an Anakin Skywalker situation…SpyglassM.G. Siegler",
    "Regulation for Thee, Not for MeWhy did the Trump administration go nuclear on Anthropic – again?SpyglassM.G. Siegler",
    "newsletter",
    "Satya Nadella's \"Frontier Ecosystem\"",
    "spending",
    "to try to create",
    "increasingly",
    "premium on people",
    "not just an automated system",
    "which is a good thing",
    "SN Scratchpad",
    "The UK Bans Social Media for Kids",
    "not banning YouTube Kids",
    "isn't the first such ban",
    "\"Big Techbacco\"",
    "Reuters",
    "Fox Gets Their Own Streaming Box",
    "actually makes most of its money",
    "which they say they're not merging",
    "started as a skunkworks project inside Netflix",
    "spammy with ads in the UI",
    "clearly",
    "FAST",
    "their \"Howdy\" low-price streaming service",
    "intriguing too",
    "WSJ",
    "Steven Spielberg: The Return",
    "largely driven by YouTube",
    "viral stunts",
    "as expected",
    "NYT",
    "on why",
    "at least spiritually",
    "I had",
    "been wondering",
    "The Inner Ring",
    "Subscribe now"
  ],
  "textContent": "Today, a double-feature – a sort of one-two punch on the situation in which Anthropic currently finds themselves. How they might work their way out, and why they might not – because they might not _want_ to...\n\nAnthropic’s Heel TurnIt’s perhaps more of an Anakin Skywalker situation…SpyglassM.G. SieglerRegulation for Thee, Not for MeWhy did the Trump administration go nuclear on Anthropic – again?SpyglassM.G. Siegler\n\n****Inklings**** 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### Thoughts On...\n\n**💫** Satya Nadella's \"Frontier Ecosystem\"**–** Look, it's clearly easier to write a call-to-arms against frontier model domination when you don't currently control one of those leading frontier models. Though it's also awkward when you own 25%+ of a startup that _does_ control one of those – and even more so when you're now spending _billions of dollars_ to try to create one of those leading frontier models. That said, that doesn't mean Nadella is _wrong_ in any of this – and many, increasingly, would hope he's right, I imagine! Beyond the models, it puts the premium on people, the true \"orchestration layer\" within a company that makes it what it is – not just an automated system. Yet questions remain about _how many_ people are actually needed to build such companies versus the status quo – and _what exactly_ their jobs will entail. The other elephant in Nadella's room here is that Microsoft obviously wants to be the platform on which this future is built. It's not a bad pitch, just completely conflicted, and a bit obtuse. But that makes it seem as if Nadella actually wrote it, which is a good thing. **[** SN Scratchpad**]**\n\n**🇬🇧** The UK Bans Social Media for Kids**–** While I'm generally not in favor of \"nanny state\" moves, I think overall this is the right, tough call. To me, it's less about taking something away from kids – which, they'll figure out a way to access anyway, as I would have when I was that age – and more about the signal it sends. And not even necessarily to the tech companies, more just to society. This ban, if implemented well – admittedly a big \"if\" – will act to switch the norm from all kids _needing_ to be on social media to be \"normal\" to the opposite. It will hopefully relieve that pressure – performative and otherwise. I am torn about roping YouTube into this – on one hand, I get it given its scale and social dynamics, but on the other, for all the crap, it is also a wealth of interesting and useful content (not to mention entertainment, of course). I guess not banning YouTube Kids, is an okay work-around (though they'll probably need to re-brand it?), but still... I'm also really not sure about the gaming element of this. Again, I get it, but this slope is already awfully slippery. AI chatbots will have to be included at some point, right? This isn't the first such ban and won't be the last, but it happens to be where I live, raising young children so... we'll see how this goes. The \"Big Techbacco\" trend continues... **[** Reuters**]**\n\n**🦊** Fox Gets Their Own Streaming Box**–** The $22B deal for Roku will have all kinds of ramifications. While it is the most popular streaming box, the company actually makes most of its money from its ad businesses, which includes their streaming _service_. And Fox already has another one of those in Tubi (which they say they're not merging). Meanwhile, the \"Switzerland\" nature of the company – which, many forget, actually started as a skunkworks project inside Netflix way back when – has allowed their boxes to flourish. (Well that and the fact that they're cheap and easy-to-use – even as they've gotten increasingly spammy with ads in the UI.) If they're no longer Switzerland, will it change the way other competitors view them? Wall Street clearly _hates_ this deal, with Fox's stock down over 15% today. But it's probably a smart deal _if_ they can maintain the status quo, which is not certain. Beyond the FAST services, their \"Howdy\" low-price streaming service is intriguing too. Let's also remember that at the height of the pandemic streaming boom, _Roku had a market cap of $65B_. **[** WSJ**🔒]**\n\n**🍿** Steven Spielberg: The Return**–** The past few weeks have been all about the youth movement, largely driven by YouTube, happening in real time at the box office. But this past weekend, Steven Spielberg came roaring back to life – incredibly, the man who created the summer blockbuster with _Jaws_ hasn't had one in _24 years_! The 79-year-old director learned some new tricks – TikTok, viral stunts, etc – but it was the _olds_ who ultimately saved the _Disclosure Day_ : 59% of the audience for the $44M opening were over 34 (which yes, qualifies as \"old\" for moviegoing). There's still a ways to go for profitability, as the movie cost just under $200M to make and market – it will need to make around $400M to break-even at the box office, so let's see how the second weekend holds – sadly, as expected, _Masters of the Universe_ plunged almost 70% in its second weekend. Somehow, _Obsession_ , in its 5th weekend, stayed at #2, which marks _four straight weekends which were bigger than its actual opening_. Wild. **[** NYT**]**\n\n### I Quote...\n\n> \"He simply did not want to be conflated with Mark Zuckerberg anymore, that he has his problems with the guy. He doesn’t like kids coming up to him in airports with business cards that say 'I'm CEO, bitch' for him to sign.\"\n\n– **Aaron Sorkin** on why Jesse Eisenberg didn't want to reprise his role as Mark Zuckerberg in _The Social Reckoning_ , the sequel (at least spiritually) to the 2010 film he wrote, _The Social Network_.\n\nI had been wondering why he passed – Sorkin noted that he tried for _three straight days_ to get him to do it. Fair enough. And Jeremy Strong's vocal performance as Zuck seems like it will be one for the ages, even if, oddly Jeremy Allen White, who plays journalist Jeff Horwitz, actually _looks_ more like Zuck.\n\n* * *\n\nBelow, members of The Inner Ring will find thoughts on:\n\n****• SpaceX's Colossal Data Center Problem****\n****• Inside Meta's \"Gulag\"****\n\n### This post is for subscribers only\n\nBecome a member to get access to all content\n\nSubscribe now",
  "title": "Inklings #019 📧",
  "updatedAt": "2026-06-16T08:51:45.816Z"
}