M.G. Siegler

Here’s to the crazy LLMs…

I can't decide if Bee-like devices will be everywhere soon – Apple Watch will get similar functionality with a coming software update – or if they will be *banned* everywhere soon. The reason: the tech, powered by modern AI is almost shockingly good. 🐝 spyglass.org/amazon-bee/

Reminder that the largest shareholders of Anthropic are Amazon and Google. With Microsoft and NVIDIA also having meaningful ownership. Not in the S-1 because these are mostly non-voting shares and/or shares that haven't converted yet (but should at IPO). spyglass.org/big-tech-big...

Choose your own 9am ET release adventure... 🐜🍎

I was holding out hope for $AGI or $RSI but both were taken, so I guess $ANT it is. 🐜

Some thoughts, parallels, and dichotomies on iPhone launch day versus iPhone Duo launch day... spyglass.org/a-tale-of-tw...

Lowden is clearly the right call. But remember that Daniel Craig was a dark horse too twenty years ago... spyglass.org/the-next-jam...

A chat about the state of AI personal assistants and if this is really the time for them to shine... spyglass.org/the-ai-assis...

No lines yet…

Apple drops a new logo. And it sort of looks like someone dropped it.

Every year – every single year – we get some big profile about how THIS is the year that Netflix will focus on quality. But this coming year may actually be the first where Netflix *truly* focuses on quality.

This is going to be a wild Oscars season. [redacted]!

Feels like this is happening, slowly but surely, with the newfangled AI assistants... (from June 2025): spyglass.org/with-ai-emai...

Let me get this straight: The #1 team lost. The #2 team lost. The #3 team controversially won in 2OT. The #4 team should have lost on a wide-open TD. The #5 team missed that would-have-been TD. The #6 team lost. The #7 team lost. 😳🏈

Narrator: it was time. #GoBlue 〽️🏈

Yeah, it’s time to put in Carr. What is even the point of this? Michigan’s offense looks completely lost. #GoBlue 〽️🏈

This is literally the plot of Jurassic Park. techcrunch.com/2026/10/14/c...

Cereal is a lie. www.nytimes.com/2026/10/17/d...

🫟 Inklings 📆 October 16, 2026 • iPhone Duo Fail • I Saw Everything • Apple & Meta • Amazon's Bee • Netflix Shake Up • OpenAI Spy spyglass.org/inklings-iph...

From the title to the trailer, it always just sort of felt like this was set up to be re-heated leftovers... spyglass.org/the-box-offi...

John Ternus needs to hire a supply chain expert ASAP. Might I suggest Tim Cook...

I saw everything. 👁️🤯

💭 Thoughts On... 🍉 Meta Back at the AI Frontier 📹 Sora as a Startup spyglass.org/thoughts-on-...

It's not the Everything App™, and it undoubtedly will never be, but the reality is that most of the competition keeps inching closer to Nothing Apps, so... spyglass.org/x-gon-give-i...

This "hackquisition" just keeps looking more and more like a total disaster... spyglass.org/google-no-ch...

They could! spyglass.org/apple-homevi...

I think 'HomeView' is more elegant – certainly more so than 'HomePad' which always sounded a bit too much like a sanitary product. spyglass.org/apple-homevi...

💭 Thoughts On... 🎨 AI as UI 👷 The Datacenter NIMBY Problem spyglass.org/thoughts-on-...

While all of this just looks like rather silly signs of fealty at the moment, it will all likely just look plain silly in hindsight. spyglass.org/super-duper-...

If you were looking for a cheap tablet, Android was your OS, and Amazon was your guy – now, for a new strategy... spyglass.org/amazon-alexa...

The team with the lowest payroll in baseball just beat the team with the third lowest to make it to the ALCS against the team with the fifth lowest.

🫟 Inklings 📆 October 9, 2026 • Spring-Loaded Ternus • Endless Geminis • Mathpocalypse • OpenAI's "Missing" ARR • OK Googlebooks spyglass.org/inklings-spr...

The weather rarely gets better. The goals rarely get better. 🔵⚽️

Microsoft aims to kill the old MacBook Pro with AI, just before Apple is set to launch a killer new MacBook Pro... spyglass.org/microsoft-su...

💭 Thoughts On... 🏡 Apple's LG Home Partnership 📺 HBO Max/Paramount+ Super App spyglass.org/thoughts-on-...

The AI Assistant floodgates have burst open. @kantrowitz.bsky.social and I go through the early leaders – and wonder where Google (and Anthropic) are here... www.youtube.com/watch?v=fq60...

15 years for an iPad app for Instagram. 30 days for an iPad app for Muse.

The initial reviews are in and both 'The Social Reckoning' and 'Artificial' sound like they're gonna be good – with the latter potentially *great* and Oscar-winning. Oh boy. Buckle up for yet more techlash... spyglass.org/tech-hollywo...

I feel like Vision Pro vs. Meta VR Glasses can be boiled down to this... spyglass.org/meta-vr-glas...

'Digger' may not be great, but that's not the real reason it bombed at the box office... spyglass.org/digger-box-o...

Hard to say. Hard to look at. Just plain generic gibberish. It's like if Microsoft was allowed to name other companies not just their own products.

🫟 Inklings 📆 October 2, 2026 • Apple's HomeHub • A Nimble Apple • SpaceX Phone! • MountDanceWarBroDisco! • Argon's Conquest • Flight Club spyglass.org/inklings-app...

Nailed the first two (in July 2024). How about 3 for 3: call the (eventually obviously unified) HBO Max + Paramount+... Showtime! spyglass.org/skydance-par...

Still not quite sure I understand the point of Apple's forthcoming new home device – maybe/hopefully it's just fun? – so mostly I'll just speculate on other fun things like the name, cost, and release date... spyglass.org/apple-homepo...

Some initial thoughts on OpenAI 'Dots'... spyglass.org/openai-dots-...