Author | Lightnews

M.G. Siegler

M.G. Siegler

@mgsiegler.com

7K followers 230 following 1K posts

• Writer of spyglass.org • Investor in some companies you've heard of (and many you haven't) • Traveler with 👩🏻 & 👧🏼👶🏼 • #GoBlue 〽️🍻

Posts Media Videos Starter Packs

Pinned

M.G. Siegler @mgsiegler.com · Mar 9

If you're looking for 3,000 words on how AI might be disrupting web search and as such, web publishing, here you go...

It’s the End of the Web as We Know It (And I Feel Fine)

AI is disrupting web search and publishing, perhaps for the better…

M.G. Siegler @mgsiegler.com · 17h

Get to watch Michigan and a World Series Game 7 to ring in 4️⃣4️⃣. #GoBlue 🏈〽️⚾️🎂

Reposted by M.G. Siegler

Spyglass @spyglass.org · 2d

As Apple's Services business surges past a $100B business, it's now bigger than all but maybe 40 companies in the Fortune 500...

Apple Services Guns for the iPhone Business

Already a Fortune 50-sized business, it just keeps going, and going...

M.G. Siegler @mgsiegler.com · 1d

It’s all about accounting. (And rather silly.) spyglass.org/buyer-beware...

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

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

M.G. Siegler @mgsiegler.com · 3d

Also, "if, in say a year from now" so, H2 2026... spyglass.org/openai-succe...

M.G. Siegler @mgsiegler.com · 3d

Things happen fast with this company. From just a couple months ago, pondering the need to raise $100B (done), hitting $1T valuation (just thrown out there), and IPOing (the path now clear). spyglass.org/openai-spend...

M.G. Siegler @mgsiegler.com · 3d

And there it is, the inevitable Chelsea red card...

M.G. Siegler @mgsiegler.com · 3d

OpenAI's long and winding road is much more straightforward – for now. There is still so much nuance (and potential trigger points) in all of this.

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

M.G. Siegler @mgsiegler.com · 4d

Shared some thoughts with @cnet.com on 'iPhone Fold' vs. 'iPhone Flip' vs. 'iPhone XX'... www.cnet.com/tech/mobile/...

Reposted by M.G. Siegler

Spyglass @spyglass.org · 5d

Could Apple or Amazon even get their shareholders to swallow a $75B+ media deal in the Age of AI?

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...

M.G. Siegler @mgsiegler.com · 4d

Reading Microsoft's bullet points today, I think I nailed this six weeks ago... spyglass.org/openai-micro...

M.G. Siegler @mgsiegler.com · 5d

Turns out my guesstimated cap table (upon conversion) from just over a year ago was pretty spot-on! At least at the top... spyglass.org/openai-xai-m...

OpenAI's Space Race

Server space, that is... still against, Elon Musk, naturally

M.G. Siegler @mgsiegler.com · 5d

Wow they just spell it out very directly: after the most recent financing rounds, Microsoft holds a 27% stake in OpenAI (down from 32.5%).

Techmeme @techmeme.com · 5d

Microsoft says it supports the OpenAI board moving to form a public benefit corporation and recapitalization, and now holds a ~$135B OpenAI Group PBC investment (Microsoft)

Main Link | Techmeme Permalink

M.G. Siegler @mgsiegler.com · 5d

M.G. Siegler @mgsiegler.com · 5d

Interesting...

A year ago: spyglass.org/netflix-movi...

M.G. Siegler @mgsiegler.com · 5d

No jokes about this one. It's like laying off all of Adobe. And bigger than almost all companies. Just a massive scale.

Techmeme @techmeme.com · 5d

Sources: Amazon plans to lay off ~10% of corporate staff, or ~30,000 people, its largest layoffs since 2022, to reduce costs and address pandemic overhiring (Greg Bensinger/Reuters)

Main Link | Techmeme Permalink

M.G. Siegler @mgsiegler.com · 5d

Congrats regulators, nailed their ass! Phew, close one, almost let Big Tech take over Big Vacuum. Consequences would have been dire for dirty carpets.

Techmeme @techmeme.com · 5d

Filing: iRobot says its last potential buyer withdrew from the process and its financials remain dire, following Amazon abandoning a 2024 bid; IRBT drops 33%+ (Annie Palmer/CNBC)

Main Link | Techmeme Permalink

M.G. Siegler @mgsiegler.com · 5d

At last: Red Ring of Death meets Blue Screen of Death.

Techmeme @techmeme.com · 5d

Sources: Microsoft's next Xbox will run Windows, letting users play PlayStation titles on Steam and the full Xbox console library, without a multiplayer paywall (Jez Corden/Windows Central)

Main Link | Techmeme Permalink

Reposted by M.G. Siegler

Spyglass @spyglass.org · 6d

Apple delays the absurdly large and heavy and expensive foldable without an obvious market...

Apple Delays the Silly Big Foldable iPad

Will this device ever see the light of day? Maybe. Next decade.

M.G. Siegler @mgsiegler.com · 6d

Certainly reads that way (from public statements), but like the handhelds others are building, will any of them be good enough to take on PlayStation/Nintendo?

M.G. Siegler @mgsiegler.com · 6d

They'll never admit it, of course, but come on, this feels like the end of Xbox, no? One more (already-in-the-works) generation and I think they exit the business...

Microsoft's Halo Mary

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

Reposted by M.G. Siegler

Spyglass @spyglass.org · 8d

A Steven Soderbergh-helmed Star Wars, that Disney killed...

Disney Killed Kylo Ren, Again

'The Hunt for Ben Solo' starring Adam Driver with um, Steven Soderbergh directing and Disney said "no"?!

Reposted by M.G. Siegler

Spyglass @spyglass.org · 10d

Netflix is getting awfully cozy with movie theaters these days... Who would have thought? (Me.)

Netflix Thaws Their Theatrical Stance

Stranger Things. Frankenstein. KPop. Narnia. AMC. Oh my...

M.G. Siegler @mgsiegler.com · 10d

With the ChatGPT Atlas launch, the AI Browser Wars are clearly in full swing. But not all that interesting yet.

Some Thoughts on ChatGPT Atlas

OpenAI's web browser enters the AI Browser Battle...

M.G. Siegler @mgsiegler.com · 10d

Uhh, this seems like an issue for ChatGPT Atlas...

(Even if I have a sub and am logged in.)

M.G. Siegler @mgsiegler.com · 11d

OpenAI’s ambitions have scaled it to an “AGI or Bust” scenario. Which would be fine, perhaps even laudable in ways, except that the entire economy may now be along for the ride…

Forget a "Bubble", OpenAI has made this all a very binary bet...