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...
This from 6+ years ago holds up well, especially where the "Big 3" would likely net out ahead of this new generation sweeping in... 500ish.com/tennis-torch...
Tennis’ Torch
Sampras, Federer, Djokovic: the Grass-Court Gods of Wimbledon
500ish.com
February 2, 2026 at 8:36 AM
This from 6+ years ago holds up well, especially where the "Big 3" would likely net out ahead of this new generation sweeping in... 500ish.com/tennis-torch...
Meta clearly believes they need to be at the cutting-edge of AI right now. Apple clearly believes they can outsource the cutting-edge right now and wait and see how it develops.
We'll all get to watch which bet was right and which was wrong in real time!
We'll all get to watch which bet was right and which was wrong in real time!
Meta Bets the Farm, Apple Milks the Cows
Meta and Apple have opposite strategies around AI right now...
spyglass.org
February 1, 2026 at 7:50 PM
Meta clearly believes they need to be at the cutting-edge of AI right now. Apple clearly believes they can outsource the cutting-edge right now and wait and see how it develops.
We'll all get to watch which bet was right and which was wrong in real time!
We'll all get to watch which bet was right and which was wrong in real time!
Arguably the two most important areas of Apple going forward now being overseen by perhaps the two most important figures within Apple going forward...
Apple's Twin Suns
John Ternus takes on design while Craig Federighi takes on AI as Apple prepares for a new CEO...
spyglass.org
January 31, 2026 at 9:29 PM
Arguably the two most important areas of Apple going forward now being overseen by perhaps the two most important figures within Apple going forward...
Reposted by M.G. Siegler
🔭 From Afar
📆 January 30, 2026
• Cook's Movie Screening
• Apple's Dark Knight Strategy
• Anti-Google AI Alliance
• Meta & Apple's Opposite AI Strategies
• Voice AI Q&A
• Elon's Empire
• Amazon's Big OpenAI Bet
• Amazon's Melania Bet
📆 January 30, 2026
• Cook's Movie Screening
• Apple's Dark Knight Strategy
• Anti-Google AI Alliance
• Meta & Apple's Opposite AI Strategies
• Voice AI Q&A
• Elon's Empire
• Amazon's Big OpenAI Bet
• Amazon's Melania Bet
How Many Thumbs Up?
Cook's Movie Screening • Apple's Dark Knight Strategy • Anti-Google AI Alliance • Meta & Apple's Opposite AI Strategies • Voice AI Q&A • Elon's Empire • Amazon's Big OpenAI Bet • Amazon's Melania Bet
afar.spyglass.org
January 30, 2026 at 11:05 PM
🔭 From Afar
📆 January 30, 2026
• Cook's Movie Screening
• Apple's Dark Knight Strategy
• Anti-Google AI Alliance
• Meta & Apple's Opposite AI Strategies
• Voice AI Q&A
• Elon's Empire
• Amazon's Big OpenAI Bet
• Amazon's Melania Bet
📆 January 30, 2026
• Cook's Movie Screening
• Apple's Dark Knight Strategy
• Anti-Google AI Alliance
• Meta & Apple's Opposite AI Strategies
• Voice AI Q&A
• Elon's Empire
• Amazon's Big OpenAI Bet
• Amazon's Melania Bet
Yeah words and *wording* matter... spyglass.org/nvidia-inten...
January 31, 2026 at 12:31 AM
Yeah words and *wording* matter... spyglass.org/nvidia-inten...
2015, it was foreseen… 500ish.com/bots-thankin...
January 30, 2026 at 11:55 PM
2015, it was foreseen… 500ish.com/bots-thankin...
Reposted by M.G. Siegler
The companies folks writing tens of billions worth of checks into this latest OpenAI round... that's not a coincidence, it's an alignment. [⭕️🔒]
The Anyone-But-Google AI Alliance
Big Tech's billions into OpenAI signal something...
spyglass.org
January 29, 2026 at 7:37 PM
The companies folks writing tens of billions worth of checks into this latest OpenAI round... that's not a coincidence, it's an alignment. [⭕️🔒]
Reposted by M.G. Siegler
Cook is clearly not willing to take a stand for what is right if he views it as the wrong decision for Apple. It's a strategy. It's a shame. [⭕️🔒]
Apple's Dark Knight
Decoding Tim Cook's seemingly stunningly stupid strategy...
spyglass.org
January 28, 2026 at 11:10 PM
Cook is clearly not willing to take a stand for what is right if he views it as the wrong decision for Apple. It's a strategy. It's a shame. [⭕️🔒]
Just a few hours ago... 🔮🚀 spyglass.org/the-anyone-b...
January 29, 2026 at 7:44 PM
Just a few hours ago... 🔮🚀 spyglass.org/the-anyone-b...
Reposted by M.G. Siegler
If the big AI players are creating more of a canvas for what replaces web search, Yahoo is sort of doing what web search would look like if it was built around AI.
Yahoo Scouts a New UI Path for AI
Yahoo Search rebuilt for AI is surprisingly nice!
spyglass.org
January 28, 2026 at 1:55 PM
If the big AI players are creating more of a canvas for what replaces web search, Yahoo is sort of doing what web search would look like if it was built around AI.
2 Thomas 2 Tank?
Mattel Plans “Bold” New Thomas the Tank Engine in Franchise Relaunch
The iconic preschool entertainment brand will be fully rebooted this fall.
www.hollywoodreporter.com
January 29, 2026 at 10:43 AM
2 Thomas 2 Tank?
A year ago, DeepSeek rocketed to the top of the App Store. Today, it's outside the top 500.
But that was never going to be its actual impact...
But that was never going to be its actual impact...
DeepSought
A year after DeepSeek's "Sputnik Moment"...
spyglass.org
January 28, 2026 at 2:00 PM
A year ago, DeepSeek rocketed to the top of the App Store. Today, it's outside the top 500.
But that was never going to be its actual impact...
But that was never going to be its actual impact...
It was the best of times, it was...
January 28, 2026 at 11:02 AM
It was the best of times, it was...
Not sure which is more fun: A Knight of the Seven Kingdoms or The Night Manager’s second season Heat diner scene…
January 27, 2026 at 12:00 AM
Not sure which is more fun: A Knight of the Seven Kingdoms or The Night Manager’s second season Heat diner scene…
Let them eat popcorn.
Aside From That, Mr. Cook, What Did You Think of the Movie?
Let them eat popcorn...
spyglass.org
January 26, 2026 at 10:03 PM
Let them eat popcorn.
Reposted by M.G. Siegler
With Dave Filoni in place at Lucasfilm, and a new CEO inbound at Disney, the question is where they take Star Wars from here...
The Clock Starts for Star Wars: Episode X
Dave Filoni is clearly going to continue the Skywalker Saga, but how?...
spyglass.org
January 25, 2026 at 3:04 PM
With Dave Filoni in place at Lucasfilm, and a new CEO inbound at Disney, the question is where they take Star Wars from here...
Reposted by M.G. Siegler
🔭 From Afar
📆 January 23, 2026
• Apple's AI and Design Fixers
• TikTok "US"
• Meta's Subversive AI Playbook
• Apple's Banana Stand
• Sarandos on TV
• Who Is This Guy?
📆 January 23, 2026
• Apple's AI and Design Fixers
• TikTok "US"
• Meta's Subversive AI Playbook
• Apple's Banana Stand
• Sarandos on TV
• Who Is This Guy?
Double Sunrise at Apple
Apple's AI and Design Fixers • TikTok "US" • Meta's Subversive AI Playbook • Apple's Banana Stand • Sarandos on TV • Who Is This Guy?
afar.spyglass.org
January 24, 2026 at 2:11 PM
🔭 From Afar
📆 January 23, 2026
• Apple's AI and Design Fixers
• TikTok "US"
• Meta's Subversive AI Playbook
• Apple's Banana Stand
• Sarandos on TV
• Who Is This Guy?
📆 January 23, 2026
• Apple's AI and Design Fixers
• TikTok "US"
• Meta's Subversive AI Playbook
• Apple's Banana Stand
• Sarandos on TV
• Who Is This Guy?
Reposted by M.G. Siegler
One key difference as to why explore the AI wearable path now versus years past is a recent development: Apple actually has a credible AI story now. Well, we think. Fingers crossed. [⭕️🔒]
Pinning Hopes on New AI Hardware – Again – Even Apple
With competent AI incoming, Apple considers an AI Pin...
spyglass.org
January 22, 2026 at 9:51 PM
One key difference as to why explore the AI wearable path now versus years past is a recent development: Apple actually has a credible AI story now. Well, we think. Fingers crossed. [⭕️🔒]
Reposted by M.G. Siegler
🔭 From Afar
📆 January 22, 2026
• AI Hardware
• The AiPhone
• Oscar Nominations
• Apple's Internal AI Apps
• Meta's First Superintelligent Models
• Reed Hastings at the Movies
• He-Man!
📆 January 22, 2026
• AI Hardware
• The AiPhone
• Oscar Nominations
• Apple's Internal AI Apps
• Meta's First Superintelligent Models
• Reed Hastings at the Movies
• He-Man!
Talk to the Pin or Pen or Pendant
AI Hardware • The AiPhone • Oscar Nominations • Apple's Internal AI Apps • Meta's First Superintelligent Models • Reed Hastings at the Movies • He-Man!
afar.spyglass.org
January 22, 2026 at 10:41 PM
🔭 From Afar
📆 January 22, 2026
• AI Hardware
• The AiPhone
• Oscar Nominations
• Apple's Internal AI Apps
• Meta's First Superintelligent Models
• Reed Hastings at the Movies
• He-Man!
📆 January 22, 2026
• AI Hardware
• The AiPhone
• Oscar Nominations
• Apple's Internal AI Apps
• Meta's First Superintelligent Models
• Reed Hastings at the Movies
• He-Man!
More like Microsoft 364...
An hours-long outage is preventing Microsoft's enterprise customers from accessing their inboxes, files, and video meetings.
Microsoft 365 hit by outage, preventing access to emails and files | TechCrunch
An hours-long outage is preventing Microsoft's enterprise customers from accessing their inboxes, files, and video meetings.
techcrunch.com
January 22, 2026 at 10:07 PM
More like Microsoft 364...
Reposted by M.G. Siegler
The first version of "New Siri" will likely just be competent (finally), while the second version should actually be conversational... But should there be an actual app?
An Actual AiPhone
Gemini? Check. Chatbot? Check. But might we need an app?
spyglass.org
January 22, 2026 at 1:10 PM
The first version of "New Siri" will likely just be competent (finally), while the second version should actually be conversational... But should there be an actual app?
As was foretold last July... spyglass.org/apple-is-ripe/
January 22, 2026 at 8:04 PM
As was foretold last July... spyglass.org/apple-is-ripe/
Reposted by M.G. Siegler
🔭 From Afar
📆 January 21, 2026
• Netflix vs. Hollywood
• AI vs. Hollywood
• OpenAI's Scaling
• Sony + Netflix
• RIP VR's Future of Work
• Thinking Machines Tick Tock
• More on OpenAI Ads
• Davos Quotes
• KPop Dominance
📆 January 21, 2026
• Netflix vs. Hollywood
• AI vs. Hollywood
• OpenAI's Scaling
• Sony + Netflix
• RIP VR's Future of Work
• Thinking Machines Tick Tock
• More on OpenAI Ads
• Davos Quotes
• KPop Dominance
The Bens
Netflix vs. Hollywood • AI vs. Hollywood • OpenAI's Scaling • Sony + Netflix • RIP VR's Future of Work • Thinking Machines Tick Tock • More on OpenAI Ads • Davos • KPop
afar.spyglass.org
January 21, 2026 at 9:21 PM
🔭 From Afar
📆 January 21, 2026
• Netflix vs. Hollywood
• AI vs. Hollywood
• OpenAI's Scaling
• Sony + Netflix
• RIP VR's Future of Work
• Thinking Machines Tick Tock
• More on OpenAI Ads
• Davos Quotes
• KPop Dominance
📆 January 21, 2026
• Netflix vs. Hollywood
• AI vs. Hollywood
• OpenAI's Scaling
• Sony + Netflix
• RIP VR's Future of Work
• Thinking Machines Tick Tock
• More on OpenAI Ads
• Davos Quotes
• KPop Dominance