Spyglass

@mg.spyglass.org.ap.brid.gy

Insight from afar by M.G. Siegler [bridged from https://spyglass.org/ on the fediverse by https://fed.brid.gy/ ]

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Longform Stories

Apple Wins Consumer AI By Default

As the iPhone becomes the first true AI device...

22h ago·14 min read·2623 words

Dreams of a Siri That Doesn't Suck

Some hope (and fears) about the Apple Intelligence do-over...

2d ago·10 min read·1803 words

They're Building AI PCs, Will Users Come?

Developers will, but at what cost? And can NVIDIA, Microsoft, and Google push Apple aside there?

6d ago·1 min read·172 words

Inklings #015 📧

NVIDIA's CPUs • Anthropic's IPO • Streaming Bundles • Dickovers • Google Home Speaker • Apple's Smart Glasses in 2027 • Intel's New AI GPU • Surface Laptop Ultra

Jun 2·6 min read·1119 words

The Summer of 'Super Apps'

Microsoft races to get the one Copilot to rule them all out the door...

Jun 2·5 min read·936 words

YouTube Beats AI to Disrupting Hollywood

'Backrooms' and 'Obsession' have pried the filmmaking gates open, AI may blow the bloody doors off...

Jun 1·10 min read·1912 words

Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA

Can the main AI chip maker ensure Windows owns the 'AI PC'?

May 29·6 min read·1011 words

Inklings #014 📧

Google Behind in AI Coding • OpenAI Going After Mom & Pop Ads • Samsung's Bonus Situation • Baby Yoda Slightly Scores • Hollywood's Coming YouTube 'Obsession' • Apple's Local AI Dreams • More...

May 28·8 min read·1528 words

Meta's Premium Branding Mess

Meta Plus Meta One Plus Premium & Essential & Advanced...

May 27·6 min read·1070 words

Let There Be Luce

LoveFrom's Ferrari design is predictably divisive...

May 26·5 min read·981 words

Inklings #013 📧

The Great AI IPO Race • OpenAI's IPO Hedge • IMAX Explores a Sale • Can Baby Yoda Save Star Wars? • NVIDIA's Record Profits • SpaceX's 'Fast Entry' to the Market • More...

May 22·7 min read·1327 words

The Great AI IPO Race

SpaceX, OpenAI, and Anthropic are all angling...

May 21·1 min read·142 words

NVIDIA's Profit Crown

Jensen Huang just took the throne from Apple, at least in the US...

May 21·7 min read·1261 words

Google 'I' Hold the 'O'

Some thoughts on the Google I/O 2026 keynote...

May 20·10 min read·1801 words

Inklings #012 📧

AI Luddites • An Elon/OpenAI Verdict • Big Tech's Emissary Movement • Apple's 'Dinged Can' Strategy • Siri Heads Back to "Beta" • The Great SF AI Divide

May 18·5 min read·955 words

Lessons from the Luddites

Parallels with the Age of AI...

May 18·1 min read·197 words

Inklings #011 📧

OpenAI v. Apple • Closing of Elon v. OpenAI • Fall of the Twitter Clones • Apple + Intel Details • Anthropic at $900B+ • Gold Casting Bond

May 15·7 min read·1367 words

OpenAI Picks An Apple Fight

With Apple expanding beyond ChatGPT, here's the finger-pointing over what could have been if Siri didn't suck...

May 15·10 min read·1950 words

Inklings #010 📧

Googlebook • Amazon Adds Alexa • AI as a Filmmaking Tool • Is Microsoft Now Undervalued? • Who Is Winning Elon v. OpenAI? • OpenAI's $7B Man With His Own AI Lab

May 14·1 min read·35 words

An Actual AI PC

Some initial thoughts on 'Googlebook'...

May 13·8 min read·1422 words

Amazon Phones Home

Do Panos Panay's verbal gymnastics stick the landing?

May 13·7 min read·1247 words

Take Me Down to the "Amateur City"

Satya Nadella sums up so much with one quote...

May 12·1 min read·16 words

Inklings #009 📧

Microsoft's Early OpenAI Dealings • Apple & Intel Have a Deal • Barnes & Noble Comeback • RIP Ted Turner • Elon Musk's 'Colossus' Strategy • OpenAI's Next Microsoft Fight

May 11·1 min read·33 words

CapEx, Clauses, & Compute

A podcast about the 3 'Cs' of our current age...

May 9·1 min read·14 words

The AI Pandemic • Samsung Hits $1T • Supreme Court Rejects Apple • Anthropic/SpaceX • AirPods with Cameras • OpenAI's Aim to Own Vocal Computing • Google Gunning for OpenClaw • Anthropic's Colossal Co…

May 8·1 min read·37 words

EyePods

AirPods with cameras aren't to take pictures, but to let Siri "see"...

May 8·1 min read·13 words

The Case for Apple + Disney

Also the case against what is still a fun, but unlikely deal...

May 7·1 min read·18 words

Anthropic Boosts SpaceX into the Neocloud Orbit

A very clear, surprisingly clean win/win deal, it seems...

May 6·1 min read·16 words

Inklings #007 📧

Meta's OpenClaw Killer • Xbox Vibe Shift • Apple's Choose Your Own AI • AMC Live Concerts • Brockman on Elon • Tony Bourdain

May 6·1 min read·27 words

Inklings #006 📧

Amazon's FedEx and UPS Killer • Can Intel Land the iPhone? • Is Apple Killing the Vision Pro? • The End of Ask.com • OpenAI's Journals v. Elon's Texts • OpenAI's $29B Man • A Growing Gap Between Front…

May 5·1 min read·45 words

The iPhone's BlackBerry Moment

Am I crazy to think the 'iPhone Ultra' will be great for typing?

May 5·6 min read·1164 words

The Age of the “Super App” — Again and Again and Again

Meta. X. Coinbase. Airbnb. Uber. Snap. Spotify. ChatGPT. Even Disney. They're all trying – and constantly failing – with this strategy...

May 3·1 min read·33 words

Inklings #005 📧

Big Tech Earnings • New Disney Boss Tested • Siri Camera Mode • The AI Button • Netflix's Narnia to Theaters

May 1·1 min read·24 words

Apple's Binary Bet

As Big Tech keeps ramping CapEx, Apple stays the same...

May 1·1 min read·13 words

Stargate Powers Some Gaslights

OpenAI would sure like us to believe there's nothing to see here...

Apr 30·1 min read·16 words

Inklings #004 📧

OpenAI Missing Their Numbers • Amazon's 'Quick' Superagent • Cost-Per-Click AI Ads • Stargate Shift • Meta's Reverse Hackquisition • Microsoft & OpenAI's New Deal

Apr 29·1 min read·28 words

John Ternus' Magic Show

Apple's new CEO must find a new trick and pull off 'the prestige'...

Apr 28·1 min read·17 words

Microsoft Claws Away 'The Clause' as OpenAI Claws Back Some Independence

OpenAI and Microsoft update the agreement they just updated...

Apr 27·1 min read·20 words

Inklings #003 📧

Google's Anthropic Money • OpenAiPhone? • XChat • Elon vs. OpenAI • China Blocks Manus

Apr 27·1 min read·18 words

Inklings #002 📧

Cohere + Aleph • GPT 5.5 • DeepSeek V4 • Intel's Bounce Back • Making Xbox Great Again • OpenClaw Struggles • Big Tech Layoffs

Apr 24·1 min read·28 words

AI in the Sky

SpaceX + xAI + Xitter + Cursor + Mistral + Tesla

Apr 23·1 min read·15 words

Inklings #001 📧

Cursor + SpaceX • Xitter Custom Timelines • ChatGPT Images 2.0 • Tim Cook's "Textbook Succession" • OpenAI's "DeployCo" • Amazon's $25B Anthropic Investment • Google Behind in AI Coding

Apr 22·1 min read·33 words

A Cook's Tour

Tim Cook steps down as CEO of Apple as John Ternus steps up...

Apr 21·1 min read·16 words

Jensen Roars 📧

Apple's New Siri UI • Jensen on the Dwarkesh Pod • Airbnb Hotels • OpenAI Shedding Executives • An Anthropic/Washington Detente • Does Salesforce Have an AI Problem?

Apr 20·1 min read·31 words

An Empty Notebook 📧

Gemini Mac App • Reed Hastings Post Netflix • Hunt for Gollum's Cast • James Bond Actor • Can Snap Cut Its Way To Success? • Cleaning Up the Xbox Game Pass • xAI Gets Cursor to Cover Some Costs

Apr 17·1 min read·44 words

Netflix Clearly Remains Movie Theater Curious

Even without Warner Bros, they're going to become a theatrical player...

Apr 14·1 min read·17 words

The AI Battle For You Face 📧

OpenAI's Path to $100B Ad Biz • DoJ/Old Media vs. NFL/Big Tech • MacBook Neo Lighting Fires • Project Hail Mary's Future • Amazon's Not So Crazy CapEx • OpenAI Sweating Anthropic • Meta's Max Headroom…

Apr 13·1 min read·53 words

Meta’s Recurring Apple Nightmare

With smartglasses, Apple is once again entering Meta's turf. Wielding a familiar weapon: the iPhone...

Apr 13·1 min read·19 words

Serious About Computing? You Should Build Your Own AI.

A chat about OpenAI's drama vs Anthropic's surge, Apple's approach with Siri, and Meta's big picture misses...

Apr 12·1 min read·26 words

'Project Hail Mary' as a Sign of the Times

What if technology isn't going to destroy the future, but might save it?

Apr 11·1 min read·22 words

Bring Your Own Wolverine 📧

AI at Work vs. Home • The Hunt for Satoshi • Mythos In Your Inbox • The Box Office Is "Back" • Meta's New AI • OpenAI's Defensiveness • Stargate Stumbles • Anthropic's Compute Crunch

Apr 10·1 min read·40 words

BYOAI

Might the AI you use at home be the one you use at work?

Apr 9·1 min read·15 words

Meta Sets the Table with Table Stakes AI

'Muse Spark' sparks the stock, but mainly through imagination...

Apr 8·1 min read·17 words

The Casual Catastrophe of AI

Can the sheer scale of compute fix the world before it breaks it?

Apr 8·1 min read·18 words

Meta's "Open"-ish New AI Models

Sure feels like the same proprietary playbook everyone else follows...

Apr 7·1 min read·15 words

Spyglass Aloud

An audio feed for Spyglass columns...

Apr 7·1 min read·8 words

Go Blue 📧

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 Com…

Apr 6·1 min read·38 words

A Conversion to Apple

How a PC kid became an Apple fanatic over the course of the company's 50 years...

Apr 4·1 min read·20 words

OpenAI's Soft Power Play

Will TBPN help them change the conversation around AI?

Apr 3·1 min read·13 words

The 70 Year Old iPhone

Will the device still be central in 2076?

Mar 30·1 min read·13 words

Big Techbacco

The growing risk that these companies are viewed as a cancer...

Mar 26·1 min read·13 words

So Long, Sora

An OpenAI Code Red? More like a Code Dead...

Mar 25·1 min read·12 words

Apple Realizes There Should Be An App For That

Siri Edition

Mar 25·1 min read·11 words

Before MacBook Neo, There Was iBook

27 years ago, Steve Jobs celebrated Apple completing "the quadrant"...

Mar 24·1 min read·16 words

Meta Keeps Missing

Encryption? No. Crypto? No. VR? No. Open models? No. AI? Not so far. Agents? Nothing yet. AR? We'll see...

Mar 23·1 min read·22 words

Microsoft Got Sloppy with Windows

At perhaps the exact wrong moment with AI and the MacBook Neo...

Mar 21·1 min read·17 words

Amazon's Novel Approach to a Newfangled AI Device: a Phone?

It's perhaps not as crazy as it sounds. Just don't say "Fire Phone"...

Mar 20·1 min read·23 words

OpenAI's Odyssey

Can they get down to business while maintaining ChatGPT's lead?

Mar 19·1 min read·12 words

Actually, MacBook Neo Is For Me

I didn't expect to, but I'm keeping it...

Mar 18·1 min read·14 words

Microsoft Adds More Copilots to Help Copilot Copilot

Their consumer and commercial AI efforts clearly haven't worked...

Mar 18·1 min read·17 words

Jensen in the Arena

The 'Token King' enters the Age of Inference...

Mar 17·1 min read·12 words

Warner Bros Wins the Oscars

And by proxy, Paramount...

Mar 16·1 min read·9 words

Firefly Flies Again

Serenity now... animated.

Mar 16·1 min read·6 words

Maybe You Can't Just Throw Money at AI

How and why Meta AI and xAI have failed in AI thus far...

Mar 14·1 min read·21 words

'iPhone Fold' as 'iPad Mini' Folded

But, importantly, running a new iOS, not iPadOS...

Mar 13·1 min read·14 words

Fixing the Windows in a Broken Home

Theatrical windows are back in place. Hopefully more open this time...

Mar 12·1 min read·18 words

Microsoft Steals a Stargate

What choosing Texas (or not) says about the state of data centers...

Mar 12·1 min read·16 words

OpenAI is Busy Both Bundling and Unbundling

With Sora coming to ChatGPT...

Mar 11·1 min read·12 words

Apple's Hail Mary, Anthropic's Savior

It sounds crazy, but hear me out...

Mar 10·1 min read·12 words

Apple is Writing Product Checks That Siri Can't Cash

Apple's AI fiasco is impeding actual hardware launches...

Mar 10·1 min read·17 words

The Lobster

It feels like we've seen the OpenClaw movie before, many times...

Mar 9·1 min read·13 words

When Knees Buckle, then Bend, then Break

On Anthropic's war with the Department of War...

Mar 8·1 min read·15 words

AI in a Time of War

A chat about Anthropic vs. the Department of War, the state of AI within Apple, and Netflix walking away from Warner Bros...

Mar 6·1 min read·28 words

The Death of the 30% Cut

Google ends the Play Store insanity, putting the pressure on Apple...

Mar 5·1 min read·17 words

MacBook Neo: Whoa

Apple's newest Mac is priced to move...

Mar 4·1 min read·10 words

There Are Signs...

Private Credit, CapEx, Interest Rates, War, and AI Disruption – oh my!

Mar 4·1 min read·15 words

AI Am Become Death

As Anthropic blows up their potential AI usage, the Pentagon goes nuclear...

Mar 3·1 min read·16 words

Increasingly, Big Tech Owns Big AI

The latest OpenAI and Anthropic rounds drill it home...

Mar 2·1 min read·15 words

TUDUMB

Paramount breaks the wrist, Netflix walks away from Warner Bros...

Feb 27·1 min read·11 words

Apple is About to Have Two Toaster/Fridge Hybrids

Will the quotes (and complexity) come back to bite the touchscreen MacBook?

Feb 26·1 min read·120 words

Tasty AI

Is AI "taste" a quixotic task?

Feb 25·11 min read·2070 words

Exbox

Microsoft will do one last Xbox push, but there's probably not a longer path forward – unless AI saves the day; not in the way you think!

Feb 24·1 min read·133 words

NVIDIA Inside

Can the AI powerhouse become a consumer PC player?

Feb 23·6 min read·1070 words

Can OpenAI Build Alexa Before Amazon Can Build ChatGPT?

Actually, their impending partnership may start to make more sense...

Feb 22·8 min read·1543 words

Apple's Next Big Thing: the iPhone

A rush of AI devices – including from Apple – may end up as a reminder of which company is in control here...

Feb 19·1 min read·73 words

Little? Yellow? Different?

A non-cutting-edge, but fun MacBook...

Feb 18·1 min read·8 words

Netflix Calls Paramount's Bluff

One week for both sides to show the actual cards here...

Feb 17·1 min read·15 words

DeepSeek 2: The Movie

The Seedance "End of Hollywood" likely points to the paths forward...

Feb 16·10 min read·1821 words

I Am the Great Glassholio!

Things are going well for Ray-Ban Metas... time to meddle!

Feb 15·4 min read·767 words

Apple Cannot Be Sirious

What's worse: that Apple can't fix Siri, or that they can't stop the leaks about how they can't fix Siri?

Feb 12·9 min read·1618 words

Love It If We Made It

AI will disrupt work. We will adapt.

Feb 11·1 min read·13 words

YouTube TV Finally Kills Cable

Their smaller bundles wound the beast, the sports bundle ends it...

Feb 10·1 min read·16 words

It's The Thought That Counts

The diminished state of thinking could be decimated by AI...

Feb 9·1 min read·15 words

A Car By the People Who Would Have Designed the Apple Car

Let there be Luce!

Feb 9·1 min read·16 words

Sometimes It's Too Slow

With data centers in space. "For shure"...

Feb 9·1 min read·11 words

Wall Street Starts to Turn on AI

Concerns about CapEx and Claude Cowork...

Feb 5·1 min read·13 words

Alexa+ Plus ChatGPT?

As Apple goes with Google, Amazon goes with Anthropic *and* OpenAI?

Feb 4·1 min read·14 words

Space Twitter!

Elon Musk tries to merge the AI Race into the Space Race...

Feb 3·1 min read·14 words

My 2026 iPhone Homescreen

As we gear up for the true 'aiPhone' and 'iPhone Fold'...

Feb 2·1 min read·15 words

NVIDIA and the Case of the Missing $100B OpenAI Investment

The massive deal touted by both OpenAI and NVIDIA as a landmark one now looks a lot different – unless you ask Jensen Huang...

Feb 1·1 min read·34 words

Where the Wild Bots Are

Should we be concerned or amused by Moltbook, a social network where AI can talk amongst itself? Maybe both?

Jan 31·1 min read·24 words

Meta Bets the Farm, Apple Milks the Cows

Meta and Apple have opposite strategies around AI right now...

Jan 30·1 min read·18 words

The Anyone-But-Google AI Alliance

Big Tech's billions into OpenAI signal something...

Jan 29·1 min read·11 words

Apple's Dark Knight

Decoding Tim Cook's seemingly stunningly stupid strategy...

Jan 28·1 min read·10 words

DeepSought

A year after DeepSeek's "Sputnik Moment"...

Jan 27·1 min read·7 words

Aside From That, Mr. Cook, What Did You Think of the Movie?

Let them eat popcorn...

Jan 26·1 min read·16 words

The Clock Starts for Star Wars: Episode X

Dave Filoni is clearly going to continue the Skywalker Saga, but how?...

Jan 24·1 min read·20 words

Apple's Twin Suns

John Ternus takes on design while Craig Federighi takes on AI as Apple prepares for a new CEO...

Jan 23·1 min read·21 words

Hollywood Cuts Off Its Future to Spite Its Present

Netflix is obviously the best path forward for Warner Bros, you fools...

Jan 19·1 min read·21 words

Netflix's Hard 45

With Ted Sarandos' 45-day theatrical commit for movies, he's aiming to win the box office, Hollywood, and the Warner Bros deal...

Jan 16·1 min read·24 words

AI's Perception Problems

A chat about AI needing their Steve Jobs figure, AI's chaotic companies, and some other predictions for 2026...

Jan 16·1 min read·21 words

The "AI-Generated Hit Movie" Horror Story

AI-generated movies are coming. But AI-generated "hit movies"?..

Jan 10·1 min read·14 words

Microsoft 365 XP Copilot 3.11 for Workgroups Office 2024 app

An exciting new low for Microsoft branding...

Jan 6·1 min read·17 words

YouTube Hands the Best Acquisition Oscar to Netflix

With YouTube poaching The Academy Awards, it sure feels like Netflix is going to be allowed to buy Warner Bros now...

Dec 17·1 min read·29 words

Has Netflix Truly Found Religion in Movie Theaters?

They're *saying* the right things, will they follow through...

Dec 9·1 min read·17 words

Oh No, a Tech Company is Buying a Movie Studio

This is the end of Hollywood? Come on.

Dec 6·1 min read·18 words

The Albanian Army Closes in on Warner Bros

In a stunning turn, Netflix enters pole position to take over Warner Bros and HBO...

Dec 5·1 min read·23 words

Drop the 'Meta'. It's Cleaner.

Meta contemplates a step back from the Metaverse...

Dec 4·1 min read·13 words

Collect Them All (AI Edition)

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

Nov 18·1 min read·19 words

Let Tim Cook

Might Tim Cook retire as CEO of Apple in early 2026? There are signs...

Nov 16·1 min read·17 words

How Low Will Apple Go?

With regard to the price of a lower-cost MacBook...

Nov 5·1 min read·14 words

Buyer Beware Big Tech Gains (and Losses) Boosted By Big AI

On paper gains from valuation markups and paper losses from burn...

Oct 31·5 min read·979 words

Microsoft's Halo Mary

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

Oct 25·1 min read·19 words

The Mysterious "New Ideas" for AI Data Center Build Outs...

Perhaps not that mysterious, maybe more circular...

Sep 26·1 min read·17 words

Apple Weighs the Voting Machine

Will they do a big AI deal? Should they?

Aug 28·9 min read·1736 words

Apple is Ripe

...for change, as their COO steps down. Can they avoid rot?

Jul 9·1 min read·14 words

Meta's Open Source AI Mistake

The writing isn't just on the wall for Llama, it's on the new paychecks...

Jun 30·1 min read·19 words

Return of the MacBook?

A colorful, cheaper Apple laptop has been a dream, but reality is often more drab...