M.G. Siegler
@mgsiegler.com
• Writer of spyglass.org
• Investor in some companies you've heard of (and many you haven't)
• Traveler with 👩🏻 & 👧🏼👶🏼
• #GoBlue 〽️🍻
• Investor in some companies you've heard of (and many you haven't)
• Traveler with 👩🏻 & 👧🏼👶🏼
• #GoBlue 〽️🍻
Pinned
M.G. Siegler
@mgsiegler.com
· Mar 9
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…
spyglass.org
If you're looking for 3,000 words on how AI might be disrupting web search and as such, web publishing, here you go...
From the title on down, quite pleased with this one...
But this was a quick, timely post, there's a longer piece about the *actual* battle that Hollywood *should* be thinking about here: Netflix vs. YouTube.
But this was a quick, timely post, there's a longer piece about the *actual* battle that Hollywood *should* be thinking about here: Netflix vs. YouTube.
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...
spyglass.org
December 17, 2025 at 9:55 PM
From the title on down, quite pleased with this one...
But this was a quick, timely post, there's a longer piece about the *actual* battle that Hollywood *should* be thinking about here: Netflix vs. YouTube.
But this was a quick, timely post, there's a longer piece about the *actual* battle that Hollywood *should* be thinking about here: Netflix vs. YouTube.
Guessing Google folks negotiating this didn’t realize that they would play a huge part in helping Netflix’s case to acquire Warner Bros…
The Academy signs a multi-year deal that will give YouTube the exclusive global rights to the Oscars, beginning in 2029 and running through 2033 (Scott Feinberg/The Hollywood Reporter)
Main Link | Mediagazer Permalink
Main Link | Mediagazer Permalink
December 17, 2025 at 6:22 PM
Guessing Google folks negotiating this didn’t realize that they would play a huge part in helping Netflix’s case to acquire Warner Bros…
Regulators killed iRobot and as such, just put Chinese robots in everyones' homes. Congrats to all involved.
Congrats Regulators, You Killed Roomba
Actually, you just put a Chinese robot in every home...
spyglass.org
December 17, 2025 at 5:30 PM
Regulators killed iRobot and as such, just put Chinese robots in everyones' homes. Congrats to all involved.
Reposted by M.G. Siegler
If I had to guess about Netflix's grand plan (if they get Warner Bros/HBO)... [⭕️🔒]
The Grand Netflix Hollywood Unification Theory
Warner Bros/HBO is phase one of Netflix's bigger play here...
spyglass.org
December 15, 2025 at 7:37 PM
If I had to guess about Netflix's grand plan (if they get Warner Bros/HBO)... [⭕️🔒]
A few weeks ago… spyglass.org/big-tech-ai-...
December 17, 2025 at 7:55 AM
A few weeks ago… spyglass.org/big-tech-ai-...
$100B? That's like an AI seed round these days. It's worth way mo -- for shame -- than that in this market!
December 16, 2025 at 10:55 PM
$100B? That's like an AI seed round these days. It's worth way mo -- for shame -- than that in this market!
Interesting little sidebar in Apple's top app downloads this year... spyglass.org/signal-grabb...
December 16, 2025 at 4:19 PM
Interesting little sidebar in Apple's top app downloads this year... spyglass.org/signal-grabb...
We’re nearly halfway through the alphabet. What a time to be alive.
Databricks is raising a $4B Series L at a $134B valuation, up from $100B in August and $62B in December 2024, and had a $4.8B annual revenue run rate in October (Belle Lin/Wall Street Journal)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
December 16, 2025 at 1:31 PM
We’re nearly halfway through the alphabet. What a time to be alive.
Reposted by M.G. Siegler
Think about what even whispers of such a prospect would do for the stock... [⭕️🔒]
The Trillion Dollar Business Staring Apple in the Face
Apple needs a new hit product. Well, needs is relative. They want a new hit product. And Wall Street clearly wants them to have it. The new iPhones are a hit. But eventually Apple needs that new produ...
spyglass.org
December 12, 2025 at 2:48 PM
Think about what even whispers of such a prospect would do for the stock... [⭕️🔒]
Reposted by M.G. Siegler
OpenAI's deal with Disney deals a blow to Google...
OpenAI Strikes Back
OpenAI's deal with Disney deals a blow to Google...
spyglass.org
December 11, 2025 at 4:11 PM
OpenAI's deal with Disney deals a blow to Google...
This will keep coming up over and over and over again (which is largely their own fault, of course), but there is a case to be made that Netflix's new theatrical stance is not total BS... spyglass.org/netflix-thea...
December 15, 2025 at 1:23 PM
This will keep coming up over and over and over again (which is largely their own fault, of course), but there is a case to be made that Netflix's new theatrical stance is not total BS... spyglass.org/netflix-thea...
Those first 7 films - over 8 years, no less - is just an impossible opening run. Yes, the 8th is often considered one of the worst movies, but then he comes back with The American President. Those bookends too. What a tragedy. RIP Rob Reiner. www.hollywoodreporter.com/movies/movie...
December 15, 2025 at 8:30 AM
Those first 7 films - over 8 years, no less - is just an impossible opening run. Yes, the 8th is often considered one of the worst movies, but then he comes back with The American President. Those bookends too. What a tragedy. RIP Rob Reiner. www.hollywoodreporter.com/movies/movie...
Reposted by M.G. Siegler
🔭Spyglass Signal
📆 December 12, 2025
• Anthropic's TPU Buy
• GPT-5.2
• Apple's 'HomePad'
• Top 2025 Apps
• Data Centers in Space
• 5D Chess vs. Tiddlywinks
• Deal Swag
📆 December 12, 2025
• Anthropic's TPU Buy
• GPT-5.2
• Apple's 'HomePad'
• Top 2025 Apps
• Data Centers in Space
• 5D Chess vs. Tiddlywinks
• Deal Swag
Signal: Grabbing the Popcorn 📧
Anthropic's TPU Buy • GPT-5.2 • Apple's 'HomePad' • Top 2025 Apps • Data Centers in Space • 5D Chess vs. Tiddlywinks • Deal Swag
spyglass.org
December 12, 2025 at 10:09 PM
🔭Spyglass Signal
📆 December 12, 2025
• Anthropic's TPU Buy
• GPT-5.2
• Apple's 'HomePad'
• Top 2025 Apps
• Data Centers in Space
• 5D Chess vs. Tiddlywinks
• Deal Swag
📆 December 12, 2025
• Anthropic's TPU Buy
• GPT-5.2
• Apple's 'HomePad'
• Top 2025 Apps
• Data Centers in Space
• 5D Chess vs. Tiddlywinks
• Deal Swag
Reposted by M.G. Siegler
Two key questions remain for Meta's AI efforts. And they're pretty critical:
1) Are they sprinting towards the right goals with the right team – emphasis on *team*?
2) Can the entire company withstand what it's taking to try to get there?
[⭕️🔒]
1) Are they sprinting towards the right goals with the right team – emphasis on *team*?
2) Can the entire company withstand what it's taking to try to get there?
[⭕️🔒]
Meta Bought a Headache
Is the internal AI pain ultimately going to be worth the price?
spyglass.org
December 11, 2025 at 11:26 AM
Two key questions remain for Meta's AI efforts. And they're pretty critical:
1) Are they sprinting towards the right goals with the right team – emphasis on *team*?
2) Can the entire company withstand what it's taking to try to get there?
[⭕️🔒]
1) Are they sprinting towards the right goals with the right team – emphasis on *team*?
2) Can the entire company withstand what it's taking to try to get there?
[⭕️🔒]
I think they found one of those tricks up their sleeve... From April: spyglass.org/netflix-one-...
December 12, 2025 at 8:38 AM
I think they found one of those tricks up their sleeve... From April: spyglass.org/netflix-one-...
Quick read is that the deal is more about optics at the moment – certainly in helping OpenAI against Google, but also Disney signaling a continued push to be forward-thinking with tech. At a time when Hollywood is freaking out about the future, no less!
OpenAI Strikes Back
OpenAI's deal with Disney deals a blow to Google...
spyglass.org
December 11, 2025 at 4:41 PM
Quick read is that the deal is more about optics at the moment – certainly in helping OpenAI against Google, but also Disney signaling a continued push to be forward-thinking with tech. At a time when Hollywood is freaking out about the future, no less!
It's so early and yet Oboe is already so good as a product. Deceptively simple (which matters a lot as people grapple with engaging with AI), but the outputs are so fast and rich.
Oboe raises $16 million from a16z for its AI-powered course-generation platform | TechCrunch
Oboe has raised $16 million in funding for its learning app. The company now lets users generate unlimited courses for free.
techcrunch.com
December 10, 2025 at 9:10 PM
It's so early and yet Oboe is already so good as a product. Deceptively simple (which matters a lot as people grapple with engaging with AI), but the outputs are so fast and rich.
Clearly, there's something to be done here with movie theaters. The opportunities (and costs) have kept falling on Netflix's head like one of those Looney Tunes anvils.
(I wouldn’t be so sure that they’re bullshitting with the Warner Bros theatrical spin...)
(I wouldn’t be so sure that they’re bullshitting with the Warner Bros theatrical spin...)
Has Netflix Truly Found Religion in Movie Theaters?
They're *saying* the right things, will they follow through...
spyglass.org
December 10, 2025 at 5:35 PM
Clearly, there's something to be done here with movie theaters. The opportunities (and costs) have kept falling on Netflix's head like one of those Looney Tunes anvils.
(I wouldn’t be so sure that they’re bullshitting with the Warner Bros theatrical spin...)
(I wouldn’t be so sure that they’re bullshitting with the Warner Bros theatrical spin...)
Reposted by M.G. Siegler
The recent executive and talent exits at Apple are both ordinarily orderly and completely chaotic... [⭕️🔒]
Apple Turnover
The recent executive and talent exits at Apple are both ordinarily orderly and completely chaotic...
spyglass.org
December 8, 2025 at 11:27 PM
The recent executive and talent exits at Apple are both ordinarily orderly and completely chaotic... [⭕️🔒]
Shaping up for Paramount to get Warner Bros while the Treasury Department gets HBO Max.
Sources: after the Netflix-WBD deal was announced, Larry Ellison called President Trump about how the transaction would hurt competition (Wall Street Journal)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
December 9, 2025 at 1:47 PM
Shaping up for Paramount to get Warner Bros while the Treasury Department gets HBO Max.
With Meta's VR efforts, the towel may not be exactly thrown in yet, but it sure is being waved now. The stock market is happy, but man, what a whiff.
Drop the 'Meta'. It's Cleaner.
Meta contemplates a step back from the Metaverse...
spyglass.org
December 9, 2025 at 12:52 PM
With Meta's VR efforts, the towel may not be exactly thrown in yet, but it sure is being waved now. The stock market is happy, but man, what a whiff.
Glass broken, stock en route back to $5T after short-seller scare and TPU tremors... spyglass.org/nvidia-gpu-v...
December 8, 2025 at 10:37 PM
Glass broken, stock en route back to $5T after short-seller scare and TPU tremors... spyglass.org/nvidia-gpu-v...
Reposted by M.G. Siegler
Both things can be true here: Alan Dye probably needed to go from Apple and yet it was still a big coup for Meta...
Live and Let Dye
The exit of Alan Dye augurs another Apple shift in UI
spyglass.org
December 4, 2025 at 3:07 PM
Both things can be true here: Alan Dye probably needed to go from Apple and yet it was still a big coup for Meta...