Spyglass
@spyglass.org
The feed for spyglass.org by @mgsiegler.com
🔭Spyglass Signal
📆 December 19, 2025
• TikTok Signs
• Waymo $100B
• OpenAI $830B
• FIFA's Netflix Game
• Yann Lecun Raising
• Paramount Rejected Again
• CoreWeave Scale
• Buzzing the Watertower
📆 December 19, 2025
• TikTok Signs
• Waymo $100B
• OpenAI $830B
• FIFA's Netflix Game
• Yann Lecun Raising
• Paramount Rejected Again
• CoreWeave Scale
• Buzzing the Watertower
Signal: End of the 2025 Line 📧
TikTok Signs • Waymo $100B • OpenAI $830B • FIFA's Netflix Game • Yann Lecun Raising • Paramount Rejected Again • CoreWeave Scale • Buzzing the Watertower
spyglass.org
December 19, 2025 at 7:01 PM
🔭Spyglass Signal
📆 December 19, 2025
• TikTok Signs
• Waymo $100B
• OpenAI $830B
• FIFA's Netflix Game
• Yann Lecun Raising
• Paramount Rejected Again
• CoreWeave Scale
• Buzzing the Watertower
📆 December 19, 2025
• TikTok Signs
• Waymo $100B
• OpenAI $830B
• FIFA's Netflix Game
• Yann Lecun Raising
• Paramount Rejected Again
• CoreWeave Scale
• Buzzing the Watertower
"Chaos isn't a pit. Chaos is a ladder."
Especially with the companies building AI... [⭕️🔒]
Especially with the companies building AI... [⭕️🔒]
The AI Chaos Ladder
Where do the leaders in AI fall?
spyglass.org
December 19, 2025 at 10:26 AM
"Chaos isn't a pit. Chaos is a ladder."
Especially with the companies building AI... [⭕️🔒]
Especially with the companies building AI... [⭕️🔒]
Say 'UGC' again. Say. 'UGC'. Again! I dare you! I double-dare you!
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 18, 2025 at 2:04 PM
Say 'UGC' again. Say. 'UGC'. Again! I dare you! I double-dare you!
Google, it seems to me, is starting to catch up. So ChatGPT has gotta keep moving...
ChatGPT Starts to Break the Bounds of Chat
A necessary product evolution is underway....
spyglass.org
December 17, 2025 at 9:29 PM
Google, it seems to me, is starting to catch up. So ChatGPT has gotta keep moving...
Remember when conflicts of interest mattered? Seems impossible now, but they may again one day... [⭕️🔒]
Conflicts & Interests in AI
*Of course* Amazon is investing in OpenAI, next up...
spyglass.org
December 17, 2025 at 2:34 PM
Remember when conflicts of interest mattered? Seems impossible now, but they may again one day... [⭕️🔒]
Regulators may have saved Amazon some future headaches – certainly they saved them some money. But they also killed iRobot.
Congrats Regulators, You Killed Roomba
Actually, you just put a Chinese robot in every home...
spyglass.org
December 16, 2025 at 9:29 PM
Regulators may have saved Amazon some future headaches – certainly they saved them some money. But they also killed iRobot.
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)... [⭕️🔒]
🔭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
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... [⭕️🔒]
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...
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?
[⭕️🔒]
The case for why Netflix might be serious about keeping Warner Bros theatrical business intact...
Has Netflix Truly Found Religion in Movie Theaters?
They're *saying* the right things, will they follow through...
spyglass.org
December 10, 2025 at 9:28 AM
The case for why Netflix might be serious about keeping Warner Bros theatrical business intact...
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... [⭕️🔒]
Whereas acquirers in the past ranged from passive to incompetent, Netflix is neither. And that could be a big problem. Certainly for said status quo.
Oh No, a Tech Company is Buying a Movie Studio
This is the end of Hollywood? Come on.
spyglass.org
December 6, 2025 at 11:05 PM
Whereas acquirers in the past ranged from passive to incompetent, Netflix is neither. And that could be a big problem. Certainly for said status quo.
🔭Spyglass Signal
📆 December 5, 2025
• Meta & World Models
• EU Strikes Back
• Disney's CEO Race
• Michael Burry's Blog
• Anthropic's Shots at OpenAI
• OpenAI's Spend
📆 December 5, 2025
• Meta & World Models
• EU Strikes Back
• Disney's CEO Race
• Michael Burry's Blog
• Anthropic's Shots at OpenAI
• OpenAI's Spend
Signal: Streaming Time is a Flat Circle 📧
Meta & World Models • EU Strikes Back • Disney's CEO Race • Michael Burry's Blog • Anthropic's Shots at OpenAI • OpenAI's Spend
spyglass.org
December 5, 2025 at 9:49 PM
🔭Spyglass Signal
📆 December 5, 2025
• Meta & World Models
• EU Strikes Back
• Disney's CEO Race
• Michael Burry's Blog
• Anthropic's Shots at OpenAI
• OpenAI's Spend
📆 December 5, 2025
• Meta & World Models
• EU Strikes Back
• Disney's CEO Race
• Michael Burry's Blog
• Anthropic's Shots at OpenAI
• OpenAI's Spend
Seeing a time is a flat circle, in a weird way, it always seemed inevitable that Netflix would buy HBO...
The Albanian Army Closes in on Warner Bros
In a stunning turn, Netflix enters pole position to take over Warner Bros and HBO...
spyglass.org
December 5, 2025 at 10:57 AM
Seeing a time is a flat circle, in a weird way, it always seemed inevitable that Netflix would buy HBO...
This is not the "Metaverse" that Mark Zuckerberg thought he was creating when he renamed the company.
He thought he was building Ready Player One's Oasis, not a platform for heads-up walking directions.
He thought he was building Ready Player One's Oasis, not a platform for heads-up walking directions.
Drop the 'Meta'. It's Cleaner.
Meta contemplates a step back from the Metaverse...
spyglass.org
December 4, 2025 at 11:19 PM
This is not the "Metaverse" that Mark Zuckerberg thought he was creating when he renamed the company.
He thought he was building Ready Player One's Oasis, not a platform for heads-up walking directions.
He thought he was building Ready Player One's Oasis, not a platform for heads-up walking directions.
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...
Perhaps it's more like the "12 Days of Oh Shitmas" this year... [⭕️🔒]
OpenAI's One Battle After Another
Beyond the Google threat, if Anthropic were to IPO before OpenAI...
spyglass.org
December 3, 2025 at 2:04 PM
Perhaps it's more like the "12 Days of Oh Shitmas" this year... [⭕️🔒]
As 2025 ends with a bang of AI news, is 2026 set to be An Age of AI Austerity?
The AI Snow Globe is Shaken
2025 is ending with "Code Reds", "retirements", new models, worries about old models, new chips, worries about old chips, crushed earnings, stock shorting, oh my...
spyglass.org
December 2, 2025 at 10:40 PM
As 2025 ends with a bang of AI news, is 2026 set to be An Age of AI Austerity?
A podcast discussion that bridges what's going on with Apple and what's going on with AI...
With Both Apple & AI, Timing Remains Everything
A discussion that bridges and connects those worlds...
spyglass.org
December 2, 2025 at 4:18 PM
A podcast discussion that bridges what's going on with Apple and what's going on with AI...
A fab partnership makes sense for both Intel and Apple, but will it lead to more than a small test?
Intel Inside, In a Way
Apple closes in on throwing Intel that fab bone...
spyglass.org
December 1, 2025 at 1:04 PM
A fab partnership makes sense for both Intel and Apple, but will it lead to more than a small test?
Mark Wahlberg, Michelle Dockery, and Topher Grace directed by Mel Gibson, how bad can it possibly be?
Bad.
Bad.
Flakes on a Plane
'Flight Risk' is soaringly awful...
spyglass.org
November 30, 2025 at 10:05 AM
Mark Wahlberg, Michelle Dockery, and Topher Grace directed by Mel Gibson, how bad can it possibly be?
Bad.
Bad.
🔭Spyglass Signal
📆 November 28, 2025
• Sutskever on Dwarkesh
• OpenAI's Prototype
• Netflix + WB?
• HBO Back as HBO
• iOS 'Snow Leopard'
• OpenAI CEO
• Data Center Debt
📆 November 28, 2025
• Sutskever on Dwarkesh
• OpenAI's Prototype
• Netflix + WB?
• HBO Back as HBO
• iOS 'Snow Leopard'
• OpenAI CEO
• Data Center Debt
Signal: Blue Binge 📧
Sutskever on Dwarkesh • OpenAI's Prototype • Netflix + WB? • HBO Back as HBO • iOS 'Snow Leopard' • OpenAI CEO • Data Center Debt
spyglass.org
November 28, 2025 at 10:38 PM
🔭Spyglass Signal
📆 November 28, 2025
• Sutskever on Dwarkesh
• OpenAI's Prototype
• Netflix + WB?
• HBO Back as HBO
• iOS 'Snow Leopard'
• OpenAI CEO
• Data Center Debt
📆 November 28, 2025
• Sutskever on Dwarkesh
• OpenAI's Prototype
• Netflix + WB?
• HBO Back as HBO
• iOS 'Snow Leopard'
• OpenAI CEO
• Data Center Debt
The answer is right here in the UK.
It feels about a million miles away. [⭕️🔒]
It feels about a million miles away. [⭕️🔒]
DeepMind Should Make the UK Proud and Embarrassed
A growing sense that growth will never return to the UK...
spyglass.org
November 27, 2025 at 4:00 PM
The answer is right here in the UK.
It feels about a million miles away. [⭕️🔒]
It feels about a million miles away. [⭕️🔒]