Author | Lightnews

Spyglass @spyglass.org · 1d

Microsoft didn't actually lose any of their money due to OpenAI's losses just as Google and Amazon didn't make any actual money due to Anthropic's mark up in valuation...

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

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

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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...

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Spyglass @spyglass.org · 5d

For now, we welcome Microsoft as the newest Big Tech player with an *official* massive equity stake owner in Big AI. OpenAI and Microsoft are so back.

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

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Spyglass @spyglass.org · 6d

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...

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Spyglass @spyglass.org · 7d

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.

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Spyglass @spyglass.org · 8d

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

Microsoft's Halo Mary

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

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Spyglass @spyglass.org · 9d

One has to wonder what Amazon thinks of this deal. But even more so than that, one has to wonder what NVIDIA thinks of this deal...

Anthropic's Big Tech Strategy Deepens...

And by going deeper with Google, do they risk stepping on NVIDIA's and Amazon's toes?

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Spyglass @spyglass.org · 9d

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"?!

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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...

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Spyglass @spyglass.org · 12d

And now the 900 pound gorilla of AI has finally entered the AI browser cage match: ChatGPT Atlas...

Some Thoughts on ChatGPT Atlas

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

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Spyglass @spyglass.org · 12d

Everyone is dancing around the same campfire. And it sounds increasingly set to the tune of "AGI or Bust" because OpenAI is the DJ...

AGI or Bust

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

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Spyglass @spyglass.org · 13d

🔭Spyglass Signal
📆 October 20, 2025

• Apple & F1
• Karpathy on Dwarkesh Pod
• Xitter Rethinks Links
• Meta's Private Capital AI Play
• iPhone Air Sales
• Cue's Streaming Content Critique

Signal: Lego Heads 📧

Apple & F1 • Karpathy on Dwarkesh Pod • Xitter Rethinks Links • Meta's Private Capital AI Play • iPhone Air Sales • Cue's Streaming Content Critique

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Spyglass @spyglass.org · 16d

To me, it always felt like Apple would be in the running with F1 – this just felt like an Apple move (least of which because Eddy Cue is on the board of Ferrari).

The Checkered Flag is Out, Apple Finally Takes F1 Rights

And all Apple TV subscribers will benefit!

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Spyglass @spyglass.org · 16d

🔭Spyglass Signal
📆 October 17, 2025

• Touchscreen MacBook Pros
• Oracle's Margins
• Hollywood Has No Idea What To Do About AI
• Fracking Data Centers
• Apple TV + Peacock
• $1 Steve Jobs Coin

Signal: How You Like Them Apples? 📧

Touchscreen MacBook Pros • Oracle's Margins • Hollywood Has No Idea What To Do About AI • Fracking Data Centers • Apple TV + Peacock • $1 Steve Jobs Coin

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Spyglass @spyglass.org · 18d

How do you like them apples, Apple?

Apple's AI Brain Bleed

Meta keeps poaching Apple's AI talent and that's a real problem...

spyglass.org

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Spyglass @spyglass.org · 18d

🔭Spyglass Signal
📆 October 15, 2025

• Spotify & Netflix Gun for YouTube
• Eddy Cue on Hollywood Goals
• Stolen iPhones
• ChatGPT Bringing Sexy Back
• Apple's Robotic Update
• Stargate Competitor Buys Data Center Company
• A Tim Cook Labubu!

Signal: An M5 Smack in the Face 📧

Spotify & Netflix Gun for YouTube • Eddy Cue on Apple's Hollywood Goals • Stolen iPhones • ChatGPT Is Bringing Sexy Back • Apple's Robotic Updates • Stargate Competitor Buys Big Data Center Company • ...

spyglass.org

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Spyglass @spyglass.org · 19d

This is a competition for literal eyeballs. And YouTube controls them in all these verticals...

Spotify & Netflix Gun for YouTube's Eyeballs

The video podcast partnership may portend a bundle...

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Spyglass @spyglass.org · 19d

🔭Spyglass Signal
📆 October 14, 2025

• OpenAI/Broadcom Deal
• TBPN's Rise
• Is Xbox Imploding?
• RIP TiVo
• Meta's Ray-Ban Display Review
• AI's Use in Comics

Signal: Apple TV++ for You++ 📧

OpenAI/Broadcom Deal • TBPN's Rise • Is Xbox Imploding? • RIP TiVo • Meta's Ray-Ban Display Review • AI's Use in Comics

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Spyglass @spyglass.org · 20d

Maybe the plus in 'Apple TV+' died so 'HomePod TV' could live?

Apple TV+ Minus the Plus

A simple solution to confuse more people...

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Spyglass @spyglass.org · 20d

🔭Spyglass Signal
📆 October 13, 2025

• Apple's Pivot from 'Vision Air'
• M5 Devices
• 'Tron 3' Bombs at Box Office
• Meta Poaches Thinking Machines Co-Founder
• Warner Bros Rebuffs Paramount Offer
• OpenAI's Constantly Evolving Cap Table

Signal: One Subversion After Another 📧

Apple's Pivot from 'Vision Air' • M5 Devices • 'Tron 3' Bombs at Box Office • Meta Poaches Thinking Machines Co-Founder • Warner Bros Rebuffs Paramount Offer • OpenAI's Constantly Evolving Cap Table

spyglass.org

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Spyglass @spyglass.org · 23d

🔭Spyglass Signal
📆 October 10, 2025

• Apple's NBA Vision
• Making Intel Great Again
• The Race to Build 'Colossus 2'
• Meta's Oddly Aggressive AI PR Approach
• Apple's Watch Re-Org
• Amazon Shoves Ads In Your Face

Signal: Smothering Smoldering Sora 📧

Apple's NBA Vision • Making Intel Great Again • The Race to Build 'Colossus 2' • Meta's Oddly Aggressive AI PR Approach • Apple's Watch Re-Org • Amazon Shoves Ads In Your Face

spyglass.org

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Spyglass @spyglass.org · 24d

Begun, the Sora celebrity influx has...

Will a Celebrity Tsunami Hit Sora?

Or will they stay back, afraid of AI and worried about IP?

spyglass.org

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Spyglass @spyglass.org · 24d

🔭Spyglass Signal
📆 October 9, 2025

• Sora's Surging Downloads
• Sora's Hollywood Warnings
• Microsoft Trying Health as a Consumer AI Inroads
• Netflix Takes On the Gaming Consoles
• Jensen Pissed About OpenAI/AMD?
• "AI Is Not Your Friend"

Signal: Google Had, Lost, and Found AI 📧

Sora's Surging Downloads • Sora's Hollywood Warnings • Microsoft Trying Health as a Consumer AI Inroads • Netflix Takes On the Gaming Consoles • Jensen Pissed About OpenAI/AMD? • "AI Is Not Your Frien...

spyglass.org

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Spyglass @spyglass.org · 25d

🔭Spyglass Signal
📆 October 8, 2025

• Heat 2
• Sora's Copyright Blindside
• Love Bots
• Bond's Guns
• An OpenApp Store
• Tesla's Optimus Production Hell
• xAI Raising $20B

Signal: The Perpetual Money Machine 📧

Heat 2 • Sora's Copyright Blindside • Love Bots • Bond's Guns • An OpenApp Store • Tesla's Optimus Production Hell • xAI Raising $20B

spyglass.org

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Spyglass @spyglass.org · 25d

Maybe we should call what's going on with all these massive deals between AI companies, 'virtuous cycle financing'?

OpenAI’s Rising Tide Strategy

Betting on virtuous cycle financing during a boom time...

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