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...
You cannot play a more sloppy game than Michigan just did and win. Losing by a 5 turnover margin! But the last second FG to win was fitting after the best FG kicker in the country missed two others earlier! Wild. #GoBlue 〽️🏈
November 15, 2025 at 8:50 PM
You cannot play a more sloppy game than Michigan just did and win. Losing by a 5 turnover margin! But the last second FG to win was fitting after the best FG kicker in the country missed two others earlier! Wild. #GoBlue 〽️🏈
Reposted by M.G. Siegler
🔭Spyglass Signal
📆 November 14, 2025
• Apple's Mini App Cut
• Battle for Warner Bros
• Tesla + CarPlay
• The AI Bubble
• Thinking Machines at $50B
• Bundling MLS into Apple TV
• Michael Burry's Bubble Bet
• 'Toy Story 5' Goes After the iPad
📆 November 14, 2025
• Apple's Mini App Cut
• Battle for Warner Bros
• Tesla + CarPlay
• The AI Bubble
• Thinking Machines at $50B
• Bundling MLS into Apple TV
• Michael Burry's Bubble Bet
• 'Toy Story 5' Goes After the iPad
Signal: Bubble Watch 📧
Apple's Mini App Cut • Battle for Warner Bros • Tesla + CarPlay • The AI Bubble • Thinking Machines at $50B • Apple Bundling MLS into Apple TV • Michael Burry's Bubble Bet • 'Toy Story 5' Goes After t...
spyglass.org
November 14, 2025 at 8:07 PM
🔭Spyglass Signal
📆 November 14, 2025
• Apple's Mini App Cut
• Battle for Warner Bros
• Tesla + CarPlay
• The AI Bubble
• Thinking Machines at $50B
• Bundling MLS into Apple TV
• Michael Burry's Bubble Bet
• 'Toy Story 5' Goes After the iPad
📆 November 14, 2025
• Apple's Mini App Cut
• Battle for Warner Bros
• Tesla + CarPlay
• The AI Bubble
• Thinking Machines at $50B
• Bundling MLS into Apple TV
• Michael Burry's Bubble Bet
• 'Toy Story 5' Goes After the iPad
Interesting top App Store chart these days:
2 OpenAI apps
2 Google apps
1 Meta app (that’s not IG or WhatsApp)
1 Bytedance app (that’s not TikTok)
1 X app (that’s not Xitter)
(And one wishlist app)
2 OpenAI apps
2 Google apps
1 Meta app (that’s not IG or WhatsApp)
1 Bytedance app (that’s not TikTok)
1 X app (that’s not Xitter)
(And one wishlist app)
November 15, 2025 at 10:26 AM
Interesting top App Store chart these days:
2 OpenAI apps
2 Google apps
1 Meta app (that’s not IG or WhatsApp)
1 Bytedance app (that’s not TikTok)
1 X app (that’s not Xitter)
(And one wishlist app)
2 OpenAI apps
2 Google apps
1 Meta app (that’s not IG or WhatsApp)
1 Bytedance app (that’s not TikTok)
1 X app (that’s not Xitter)
(And one wishlist app)
Google+
Internal memo: Meta plans to assess employees on their "AI-driven impact", which will be a "core expectation" of their performance from 2026 (Jyoti Mann/Business Insider)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
November 14, 2025 at 8:59 PM
Google+
Still seems weird/wild to me that Apple might shift to a Pro-only fall iPhone release strategy. Wouldn't it make more sense to shift the iPhone Air to the spring for some symmetrical options? spyglass.org/iphone-air-e...
November 14, 2025 at 12:02 PM
Still seems weird/wild to me that Apple might shift to a Pro-only fall iPhone release strategy. Wouldn't it make more sense to shift the iPhone Air to the spring for some symmetrical options? spyglass.org/iphone-air-e...
Reposted by M.G. Siegler
It seems like a problem to have a Chief Scientist who doesn't believe in the path you're now taking towards AI. Unless you have an extra Chief Scientist to spare! [⭕️🔒]
Meta AI vs. the World (Models)
The writing was on the (Facebook) wall for Yann LeCun; now can he run an end run around Zuck to AGI?
spyglass.org
November 12, 2025 at 11:20 PM
It seems like a problem to have a Chief Scientist who doesn't believe in the path you're now taking towards AI. Unless you have an extra Chief Scientist to spare! [⭕️🔒]
The dunks have been fast and furious (and funny) around the $150/$230 iPhone socks, but this is a *very* Apple product.
The Wearable iPhone
The 'iPhone Pocket' continues a trend...
spyglass.org
November 13, 2025 at 2:09 PM
The dunks have been fast and furious (and funny) around the $150/$230 iPhone socks, but this is a *very* Apple product.
Come on screenwriters, too on the nose.
At a Moscow demo, anthropomorphic robot AIDOL, one of the first in Russia, face-planted; organizers dragged the machine away and covered it with a black drape (Neil Vigdor/New York Times)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
November 13, 2025 at 1:47 PM
Come on screenwriters, too on the nose.
Clear that what I wrote about the freak out over Microsoft's data center "pullback" last February seems correct. It wasn't a pullback, it was a pause to hand-off OpenAI and reassess their own needs... Foot is back on the gas now. spyglass.org/ai-data-cent...
November 13, 2025 at 11:47 AM
Clear that what I wrote about the freak out over Microsoft's data center "pullback" last February seems correct. It wasn't a pullback, it was a pause to hand-off OpenAI and reassess their own needs... Foot is back on the gas now. spyglass.org/ai-data-cent...
Naturally, a whole day after writing about the divergence of OpenAI and Anthropic, noting specifically that the latter isn't building their own data centers (in ways short-term good and potentially long-term bad), they announce their first data center.
Two AI Roads Diverged...
Anthropic goes for profit as OpenAI goes for broke
spyglass.org
November 12, 2025 at 4:42 PM
Naturally, a whole day after writing about the divergence of OpenAI and Anthropic, noting specifically that the latter isn't building their own data centers (in ways short-term good and potentially long-term bad), they announce their first data center.
Reposted by M.G. Siegler
With the iPhone Air (predictably) failing to take flight, Apple seemingly shifts strategy for the iPhone Air 2...
The iPhone Error
Yet another "other" iPhone model that fails to resonate...
spyglass.org
November 11, 2025 at 1:04 PM
With the iPhone Air (predictably) failing to take flight, Apple seemingly shifts strategy for the iPhone Air 2...
Reposted by M.G. Siegler
This time is different™ – because the AI build-out is so clearly a bubble. In fact, I believe the companies involved not only know this – I mean, how could you not? – but are now actually *leveraging* this reality. 🫧
"Hey, There's a Bubble."
Yes, it's a bubble. Yes, that may be a good thing. Yes, it will hurt.
spyglass.org
November 11, 2025 at 5:44 PM
This time is different™ – because the AI build-out is so clearly a bubble. In fact, I believe the companies involved not only know this – I mean, how could you not? – but are now actually *leveraging* this reality. 🫧
Reposted by M.G. Siegler
It's nuanced and vague, but there are probably going to be new and interesting ways people learn to use AI when it operates in an always-on and extremely fast way with privacy as a key feature.
OpenAI's Local AI Device Dreams
What if their would-be AI device doesn't require a connection...
spyglass.org
November 7, 2025 at 2:21 PM
It's nuanced and vague, but there are probably going to be new and interesting ways people learn to use AI when it operates in an always-on and extremely fast way with privacy as a key feature.
Yeah, only so many shit sandwiches you can eat at the company cafeteria. Per last month... 💩🥪 spyglass.org/signal-the-l...
November 11, 2025 at 12:22 PM
Yeah, only so many shit sandwiches you can eat at the company cafeteria. Per last month... 💩🥪 spyglass.org/signal-the-l...
For all the fiscal issues the UK has, the constant budget changes are absolutely bonkers. It so obviously leads to whack-a-mole policy rather than effective strategic planning. It also makes investment so much harder. A clear doom loop.
The UK’s fiscal problems aren’t just about growth
Reassessing taxes and spending every six months introduces excessive policy uncertainty
on.ft.com
November 11, 2025 at 8:49 AM
For all the fiscal issues the UK has, the constant budget changes are absolutely bonkers. It so obviously leads to whack-a-mole policy rather than effective strategic planning. It also makes investment so much harder. A clear doom loop.
Please, please, please, please kill the cookie pop-ups.
Brussels knifes privacy to feed the AI boom
Draft proposals obtained by POLITICO show EU is breaking sacred privacy regime to placate industry.
www.politico.eu
November 10, 2025 at 9:29 AM
Please, please, please, please kill the cookie pop-ups.
Reposted by M.G. Siegler
They will be essentially asking investors in any IPO to buy into the belief that OpenAI will grow into the biggest company of all time in relative short order.
IPOpenAI
What might an OpenAI IPO look like? Can the market hold to get them there? What if it doesn't? Backstops? Government guaranteed loans?
spyglass.org
November 9, 2025 at 9:24 AM
They will be essentially asking investors in any IPO to buy into the belief that OpenAI will grow into the biggest company of all time in relative short order.
Back with @kantrowitz.bsky.social this week talking through the prospects of an OpenAI IPO (eventually), the risks of "AGI or Bust", and the inevitability of a market correction and what that might mean for this moment (and more)...
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
YouTube video by Alex Kantrowitz
www.youtube.com
November 7, 2025 at 4:27 PM
Back with @kantrowitz.bsky.social this week talking through the prospects of an OpenAI IPO (eventually), the risks of "AGI or Bust", and the inevitability of a market correction and what that might mean for this moment (and more)...
Apple may not have wanted to pay Anthropic $1.5B a year but this can be just an in-kind deal! "Google, you know that $25B you owe us this year? Make it $24B, but we'll take a custom build of Gemini. Deal?"
Deal.
Deal.
Apple Finally Agrees to Fix Siri
They'll swap Google billions for Gemini trillions (of parameters)...
spyglass.org
November 7, 2025 at 2:43 PM
Apple may not have wanted to pay Anthropic $1.5B a year but this can be just an in-kind deal! "Google, you know that $25B you owe us this year? Make it $24B, but we'll take a custom build of Gemini. Deal?"
Deal.
Deal.
They finally figured out a way to punish the EU.
Meta launches Vibes, its short-form video feed of AI-generated videos, in Europe through the Meta AI app, following its US debut six weeks earlier (Aisha Malik/TechCrunch)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
November 6, 2025 at 10:48 PM
They finally figured out a way to punish the EU.
As AI rips apart the web’s monetization norms, AI browsers are now splintering it between which entities have BD deals in place…
AI is Breaking the Browser's Back
And it may fragment web usage across different tools depending on BD deals in place...
spyglass.org
November 6, 2025 at 5:19 PM
As AI rips apart the web’s monetization norms, AI browsers are now splintering it between which entities have BD deals in place…
Find yourself someone who loves you as much as he loves doing press.
Microsoft AI CEO Mustafa Suleyman lays out the company's plans to develop AI self-sufficiency from OpenAI, like releasing its own voice, image, and text models (Sebastian Herrera/Wall Street Journal)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
November 6, 2025 at 3:10 PM
Find yourself someone who loves you as much as he loves doing press.
November 6, 2025 at 2:38 PM