M.G. Siegler
@mgsiegler
Writer of spyglass.org Investor in some companies you've heard of (and many you haven't) Traveler with 👩🏻 & 👧🏼👶🏼 #GoBlue 〽️🍻
Sort of had an, um, inkling this might happen, from last month… spyglass.org/inklings-hac...
Yeah this was always clearly a huge aspect of the investment, which seemingly spooked NVIDIA investors, so the company backtracked. Now it’s maybe more obfuscated? spyglass.org/nvidia-opena...
Beyond pointing out the ironically bizarre song choice, why is their ad repeating avatars over and over again? It's obvious enough that your eye catches it beyond freeze-framing it. Just a total, weird self-own. Again. techcrunch.com/2026/07/23/m...
I had put in all the legwork too, watching the prequel. (Which yes, obviously not as good. Though also has aged fairly well. Stacked cast there too...) 😞
He’s the best player ever. But he’s especially the best player ever because everyone *knows* this strategy. They know where he’s going to be. It doesn’t matter.
Seems like a good, reasonable proposal – though slightly odd to conclude with an allusion to a famous refrain from... The Terminator franchise?!
Just about a month ago, when it was rumored that *OpenAI* might sue Apple... spyglass.org/openai-picks...
Fun to read about a new startup on @techcrunch.com and see they're using @spyglass.org to showcase how their service works. Real full circle moment. techcrunch.com/2026/07/10/a...
Yes and yes. And I bet the binge model becomes far less sacrosanct too... spyglass.org/netflix-bing... spyglass.org/expensive-st... spyglass.org/inklings-hac...
Uh, almost out of nowhere, Apple is on the verge of overtaking NVIDIA as the most valuable company again.
Funny to read this post now from September 2025 as it ended up being just *seven months* before OpenAI raised... $122B. spyglass.org/openai-spend...
Simpsons did it. May 2025 (well before xAI and SpaceX merged, of course): spyglass.org/apple-starli...
And also predicting the eventual narrative before that, last December spyglass.org/meta-manus-d...
But actually, a far more direct hit before that in January... thoughts.spyglass.org/i/184471593/...
Always inevitable, but xAI-as-Neocloud just made it an imperative with Wall Street. From back in early April: spyglass.org/meta-muse-sp...
Microsoft's latest sort of awkward AI positioning pivot seems to be all about trying to get ahead of customer model diversification and cost desires... spyglass.org/inklings-ama...
It increasingly feels like Netflix and YouTube are on a collision course to be the main hub/UI of streaming – and not just for their content, for *all* content. spyglass.org/inklings-hac...
The Scarlet Letter of meddling is now firmly affixed to Amazon MGM... spyglass.org/inklings-hac...
Why is this Siri different from all others? Finally admitting technical debt defeat... ('Old Siri' was holding back 'New Siri' obviously.) spyglass.org/inklings-sna...
Wild to consider the sales ramifications if the iPhone suddenly starts to be $100 or even $200 more expensive. Do more sit this cycle out? Or opt for the older models? And what does that mean for (the more advanced) Siri AI given the RAM requirements? spyglass.org/inklings-sna...