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 〽️🍻
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)
Diamonds, Coal, and Banana Hammocks... 💎⛏️🍌 spyglass.org/wearable-iph...
November 14, 2025 at 4:16 PM
Diamonds, Coal, and Banana Hammocks... 💎⛏️🍌 spyglass.org/wearable-iph...
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...
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...
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...
So back, indeed. From a couple months back... spyglass.org/apple-and-go...
November 6, 2025 at 10:50 AM
So back, indeed. From a couple months back... spyglass.org/apple-and-go...
Also, "if, in say a year from now" so, H2 2026... spyglass.org/openai-succe...
October 30, 2025 at 8:05 AM
Also, "if, in say a year from now" so, H2 2026... spyglass.org/openai-succe...
Things happen fast with this company. From just a couple months ago, pondering the need to raise $100B (done), hitting $1T valuation (just thrown out there), and IPOing (the path now clear). spyglass.org/openai-spend...
October 30, 2025 at 7:55 AM
Things happen fast with this company. From just a couple months ago, pondering the need to raise $100B (done), hitting $1T valuation (just thrown out there), and IPOing (the path now clear). spyglass.org/openai-spend...
Shared some thoughts with @cnet.com on 'iPhone Fold' vs. 'iPhone Flip' vs. 'iPhone XX'... www.cnet.com/tech/mobile/...
October 29, 2025 at 2:37 PM
Shared some thoughts with @cnet.com on 'iPhone Fold' vs. 'iPhone Flip' vs. 'iPhone XX'... www.cnet.com/tech/mobile/...
Reading Microsoft's bullet points today, I think I nailed this six weeks ago... spyglass.org/openai-micro...
October 28, 2025 at 7:27 PM
Reading Microsoft's bullet points today, I think I nailed this six weeks ago... spyglass.org/openai-micro...
Uhh, this seems like an issue for ChatGPT Atlas...
(Even if I have a sub and am logged in.)
(Even if I have a sub and am logged in.)
October 22, 2025 at 7:16 PM
Uhh, this seems like an issue for ChatGPT Atlas...
(Even if I have a sub and am logged in.)
(Even if I have a sub and am logged in.)
Just realized I wrote this exactly two weeks before the $100B NVIDIA announcement. spyglass.org/openai-spend...
October 22, 2025 at 8:45 AM
Just realized I wrote this exactly two weeks before the $100B NVIDIA announcement. spyglass.org/openai-spend...
Perhaps not previously reported, but previously surmised... www.wsj.com/tech/ai/sam-...
spyglass.org/openai-risin...
spyglass.org/openai-risin...
October 21, 2025 at 9:51 AM
Perhaps not previously reported, but previously surmised... www.wsj.com/tech/ai/sam-...
spyglass.org/openai-risin...
spyglass.org/openai-risin...
"Let's not talk about my margins, by the way... being nice and fat." spyglass.org/signal-how-y...
October 21, 2025 at 7:56 AM
"Let's not talk about my margins, by the way... being nice and fat." spyglass.org/signal-how-y...
Hopefully those words are nice and tasty for Tim Cook... spyglass.org/signal-how-y...
October 20, 2025 at 9:15 AM
Hopefully those words are nice and tasty for Tim Cook... spyglass.org/signal-how-y...
If a pocket of power generation appears, a data center will form around it... spyglass.org/signal-how-y...
October 17, 2025 at 5:44 PM
If a pocket of power generation appears, a data center will form around it... spyglass.org/signal-how-y...
Just about a year ago, then doubling down last Feb... 🏎️ spyglass.org/netflix-f1-r...
October 17, 2025 at 4:43 PM
Just about a year ago, then doubling down last Feb... 🏎️ spyglass.org/netflix-f1-r...
First time I recall seeing these key specs so overtly on the purchase flow for iPad Pro (a good thing)!
October 15, 2025 at 1:16 PM
First time I recall seeing these key specs so overtly on the purchase flow for iPad Pro (a good thing)!
AI but also actually my night. sora.chatgpt.com/p/s_68e97c8d...
October 10, 2025 at 10:55 PM
AI but also actually my night. sora.chatgpt.com/p/s_68e97c8d...
Yesterday... www.bloomberg.com/news/feature...
October 8, 2025 at 10:54 AM
Yesterday... www.bloomberg.com/news/feature...
And it’s about to have a roof. sora.chatgpt.com/p/s_68e29cd6...
October 5, 2025 at 9:40 PM
And it’s about to have a roof. sora.chatgpt.com/p/s_68e29cd6...
AI is slightly wrong, but also mainly right about my reaction to the Browns outcome… ☹️🏈🇬🇧 sora.chatgpt.com/p/s_68e2a6f2...
October 5, 2025 at 5:37 PM
AI is slightly wrong, but also mainly right about my reaction to the Browns outcome… ☹️🏈🇬🇧 sora.chatgpt.com/p/s_68e2a6f2...
Big new album release being highlighted today!
October 3, 2025 at 10:48 AM
Big new album release being highlighted today!