Spyglass
@spyglass.org
The feed for spyglass.org by @mgsiegler.com
ChatGPT is a new product and new type of experience – and my guess would be that to truly work, OpenAI will require a new type of advertising...
Will OpenAI Ads Click with Users?
And will users click on them?...
spyglass.org
January 17, 2026 at 9:05 PM
ChatGPT is a new product and new type of experience – and my guess would be that to truly work, OpenAI will require a new type of advertising...
This isn't Netflix vs. Paramount – I mean, it is – but the bigger battle is this deal vs. reality.
Ted Sarandos Triples Down
With a firm theatrical commit for Warner Bros movies, he's close to – though still a bit off from – the winning argument...
spyglass.org
January 16, 2026 at 7:26 PM
This isn't Netflix vs. Paramount – I mean, it is – but the bigger battle is this deal vs. reality.
A chat about AI needing their Steve Jobs figure, AI's chaotic companies, and some other predictions for 2026...
AI's Perception Problems
A chat about AI needing their Steve Jobs figure, AI's chaotic companies, and some other predictions for 2026...
spyglass.org
January 16, 2026 at 4:11 PM
A chat about AI needing their Steve Jobs figure, AI's chaotic companies, and some other predictions for 2026...
🔭 From Afar
📆 January 15, 2026
• Vision Pro's NBA Game
• Thinking Machines Drama
• Wikipedia Turns 25
• The Apple Card Fiasco
• Meta Beyond Metaverse
• Big Tech CapEx Perspectives
• OpenAI/Cerebras Deal
📆 January 15, 2026
• Vision Pro's NBA Game
• Thinking Machines Drama
• Wikipedia Turns 25
• The Apple Card Fiasco
• Meta Beyond Metaverse
• Big Tech CapEx Perspectives
• OpenAI/Cerebras Deal
Apple May Have Their Television After All...
Vision Pro's NBA Game • Thinking Machines Drama • Wikipedia Turns 25 • The Apple Card Fiasco • Meta Beyond Metaverse • Big Tech CapEx Perspectives • OpenAI/Cerebras Deal
afar.spyglass.org
January 15, 2026 at 10:25 PM
🔭 From Afar
📆 January 15, 2026
• Vision Pro's NBA Game
• Thinking Machines Drama
• Wikipedia Turns 25
• The Apple Card Fiasco
• Meta Beyond Metaverse
• Big Tech CapEx Perspectives
• OpenAI/Cerebras Deal
📆 January 15, 2026
• Vision Pro's NBA Game
• Thinking Machines Drama
• Wikipedia Turns 25
• The Apple Card Fiasco
• Meta Beyond Metaverse
• Big Tech CapEx Perspectives
• OpenAI/Cerebras Deal
In one sense, Thinking Machines Lab is simply continuing the long, illustrious history of AI labs losing their co-founders left and right...
OpenAI Transfers Their Drama IP to Thinking Machines Lab
AI startups are losing co-founders like they're OpenAI...
spyglass.org
January 15, 2026 at 1:02 PM
In one sense, Thinking Machines Lab is simply continuing the long, illustrious history of AI labs losing their co-founders left and right...
🔭 From Afar
📆 January 14, 2026
• Vocal Computing's Moment
• Meta's Compute Infra
• Meta's VR Ending
• Apple's SaaSy Move
• Is Claude Cowork For Real?
• Is Quantum Computing For Real?
• There Is No Nintendo
📆 January 14, 2026
• Vocal Computing's Moment
• Meta's Compute Infra
• Meta's VR Ending
• Apple's SaaSy Move
• Is Claude Cowork For Real?
• Is Quantum Computing For Real?
• There Is No Nintendo
OK Computer
Vocal Computing's Moment • Meta's Compute Infra • Meta's VR Ending • Apple's SaaSy Move • Is Claude Cowork For Real? • Is Quantum Computing For Real? There Is No Nintendo
afar.spyglass.org
January 15, 2026 at 9:44 AM
🔭 From Afar
📆 January 14, 2026
• Vocal Computing's Moment
• Meta's Compute Infra
• Meta's VR Ending
• Apple's SaaSy Move
• Is Claude Cowork For Real?
• Is Quantum Computing For Real?
• There Is No Nintendo
📆 January 14, 2026
• Vocal Computing's Moment
• Meta's Compute Infra
• Meta's VR Ending
• Apple's SaaSy Move
• Is Claude Cowork For Real?
• Is Quantum Computing For Real?
• There Is No Nintendo
This is a content consumption device. This is Apple's television set.
The Vision Pro Slam Dunk
Their immersive NBA stream highlights how close Apple is to making Vision Pro content work...
spyglass.org
January 14, 2026 at 10:12 PM
This is a content consumption device. This is Apple's television set.
From Google-powered Siri to OpenAI's device to our eventual robots, this may finally be vocal computing's moment...
"Hello, Computer."
With AI and an appetite for new hardware, vocal computing seems primed to take off, for real this time...
spyglass.org
January 14, 2026 at 3:20 PM
From Google-powered Siri to OpenAI's device to our eventual robots, this may finally be vocal computing's moment...
🔭 From Afar
📆 January 12, 2026
• AI Needs Steve Jobs
• 2026 Golden Globes
• CES 2026
• Elon Musk is Mad
• NBA in Vision Pro
• AI Bubble Perspective
• Cisco Comes Alive!
📆 January 12, 2026
• AI Needs Steve Jobs
• 2026 Golden Globes
• CES 2026
• Elon Musk is Mad
• NBA in Vision Pro
• AI Bubble Perspective
• Cisco Comes Alive!
AI's Pitchman Problem
AI has a perception problem.
afar.spyglass.org
January 13, 2026 at 12:24 PM
🔭 From Afar
📆 January 12, 2026
• AI Needs Steve Jobs
• 2026 Golden Globes
• CES 2026
• Elon Musk is Mad
• NBA in Vision Pro
• AI Bubble Perspective
• Cisco Comes Alive!
📆 January 12, 2026
• AI Needs Steve Jobs
• 2026 Golden Globes
• CES 2026
• Elon Musk is Mad
• NBA in Vision Pro
• AI Bubble Perspective
• Cisco Comes Alive!
Gemini and Google tick all the boxes for Apple AI, but it's still an embarrassing admission...
And the Winner of Apple's Great AI Bakeoff is... Google
Gemini catches them up quickly in AI while giving them flexibility...
spyglass.org
January 12, 2026 at 11:59 PM
Gemini and Google tick all the boxes for Apple AI, but it's still an embarrassing admission...
Part of the perception problem with AI are the messengers... [⭕️🔒]
AI Needs Its Steve Jobs
Everyone seemingly wants to shoot the current AI messengers...
spyglass.org
January 12, 2026 at 7:01 PM
Part of the perception problem with AI are the messengers... [⭕️🔒]
Are AI-generated movies coming? Yes. Will they be "hit" movies? Unlikely anytime soon...
The "AI-Generated Hit Movie" Horror Story
AI-generated movies are coming. But AI-generated "hit movies"?..
spyglass.org
January 10, 2026 at 3:58 PM
Are AI-generated movies coming? Yes. Will they be "hit" movies? Unlikely anytime soon...
🔭 From Afar
📷 January 9, 2026
• The OpenAI Mafia Aggregate Value
• Is Tim Cook Tired?
• xAI's Big Burn
• OpenAI's Stock Pool
• 'Star Wars' Steady Hand
• iOS 26 Penetration
📷 January 9, 2026
• The OpenAI Mafia Aggregate Value
• Is Tim Cook Tired?
• xAI's Big Burn
• OpenAI's Stock Pool
• 'Star Wars' Steady Hand
• iOS 26 Penetration
Incredible AI Startup Valuations in Context
The OpenAI Diaspora Aggregate Value • Is Tim Cook Tired? • xAI's Big Burn • OpenAI's Stock Pool • 'Star Wars' Steady Hand • iOS 26 Penetration
afar.spyglass.org
January 10, 2026 at 10:15 AM
🔭 From Afar
📷 January 9, 2026
• The OpenAI Mafia Aggregate Value
• Is Tim Cook Tired?
• xAI's Big Burn
• OpenAI's Stock Pool
• 'Star Wars' Steady Hand
• iOS 26 Penetration
📷 January 9, 2026
• The OpenAI Mafia Aggregate Value
• Is Tim Cook Tired?
• xAI's Big Burn
• OpenAI's Stock Pool
• 'Star Wars' Steady Hand
• iOS 26 Penetration
Checking back in on the companies formed by former OpenAI folks...
The Incredible Valuation Heights of the OpenAI "Constellations"
Now past $700B in aggregate. Add in OpenAI itself and we're at $1.5T.
spyglass.org
January 9, 2026 at 4:12 PM
Checking back in on the companies formed by former OpenAI folks...
🔭 From Afar
📷 January 8, 2026
• Google Sics Gemini on Gmail
• Apple Card's New Money Man
• ChatGPT Health
• OpenAI's 2026 Roadmap
• Samsung's Wild Profit Ride
• Elon on Bezos
• Team USA's Kits
📷 January 8, 2026
• Google Sics Gemini on Gmail
• Apple Card's New Money Man
• ChatGPT Health
• OpenAI's 2026 Roadmap
• Samsung's Wild Profit Ride
• Elon on Bezos
• Team USA's Kits
AI Sets Its Sights on Email
Google Sics Gemini on Gmail • Apple Card's New Money Man • ChatGPT Health • OpenAI's 2026 Roadmap • Samsung's Wild Profit Ride • Elon on Bezos • Team USA's Kits
afar.spyglass.org
January 8, 2026 at 11:11 PM
🔭 From Afar
📷 January 8, 2026
• Google Sics Gemini on Gmail
• Apple Card's New Money Man
• ChatGPT Health
• OpenAI's 2026 Roadmap
• Samsung's Wild Profit Ride
• Elon on Bezos
• Team USA's Kits
📷 January 8, 2026
• Google Sics Gemini on Gmail
• Apple Card's New Money Man
• ChatGPT Health
• OpenAI's 2026 Roadmap
• Samsung's Wild Profit Ride
• Elon on Bezos
• Team USA's Kits
Do you like email?
It is, of course, a rhetorical question as no one likes email.
It is, of course, a rhetorical question as no one likes email.
Gmail's First Lunge Towards Stabbing Email to Death with AI
Give me 'AI Inbox' yesterday Google...
spyglass.org
January 8, 2026 at 4:39 PM
Do you like email?
It is, of course, a rhetorical question as no one likes email.
It is, of course, a rhetorical question as no one likes email.
🔭 From Afar
📷 January 7, 2026
• A 'Hackquisition' That Wasn't
• New James Bond?
• Microsoft Branding At It Again
• NVIDIA at CES
• WBD v. Paramount Round 8
• New Lucasfilm Jedi
• Dude, XPS is Back
• Building AI Robots Is Hard
📷 January 7, 2026
• A 'Hackquisition' That Wasn't
• New James Bond?
• Microsoft Branding At It Again
• NVIDIA at CES
• WBD v. Paramount Round 8
• New Lucasfilm Jedi
• Dude, XPS is Back
• Building AI Robots Is Hard
Far Out
A 'Hackquisition' That Wasn't • New James Bond? • Microsoft Branding At It Again • NVIDIA at CES • WBD v. Paramount Round 8 • New Lucasfilm Jedi • Dude, XPS is Back • Building AI Robots Is Hard
afar.spyglass.org
January 8, 2026 at 8:24 AM
🔭 From Afar
📷 January 7, 2026
• A 'Hackquisition' That Wasn't
• New James Bond?
• Microsoft Branding At It Again
• NVIDIA at CES
• WBD v. Paramount Round 8
• New Lucasfilm Jedi
• Dude, XPS is Back
• Building AI Robots Is Hard
📷 January 7, 2026
• A 'Hackquisition' That Wasn't
• New James Bond?
• Microsoft Branding At It Again
• NVIDIA at CES
• WBD v. Paramount Round 8
• New Lucasfilm Jedi
• Dude, XPS is Back
• Building AI Robots Is Hard
There was almost a "hackquisition" that Microsoft did before the Inflection deal. A big one: OpenAI.
Microsoft's Would-Have-Been $30B "Hackquisition" of OpenAI
Looking back on a mega deal that never happened, but kicked off the "hackquistion" boom...
spyglass.org
January 7, 2026 at 3:23 PM
There was almost a "hackquisition" that Microsoft did before the Inflection deal. A big one: OpenAI.
That is also pretty much the perfect age for James Bond per Ian Fleming's novels...
Back to Basics Bond
Is Callum Turner already 007?
spyglass.org
January 6, 2026 at 11:22 PM
That is also pretty much the perfect age for James Bond per Ian Fleming's novels...
Perhaps microsoft365copilotapp dot com was taken...
Microsoft 365 XP Copilot 3.11 for Workgroups Office 2024 app
An exciting new low for Microsoft branding...
spyglass.org
January 6, 2026 at 3:03 PM
Perhaps microsoft365copilotapp dot com was taken...
🔭Spyglass Signal
📆 January 5, 2026
• Nadella Blogs
• ChatGPT App Store
• Hollywood's 2025
• Vision Pro Cuts
• Versant Lives!
• Labubu Tries to Endure
• Old TV
📆 January 5, 2026
• Nadella Blogs
• ChatGPT App Store
• Hollywood's 2025
• Vision Pro Cuts
• Versant Lives!
• Labubu Tries to Endure
• Old TV
Signal: Decidedly Not Live from CES... 📧
Nadella Blogs • ChatGPT App Store • Hollywood's 2025 • Vision Pro Cuts • Versant Lives! • Labubu Tries to Endure • Old TV
spyglass.org
January 6, 2026 at 11:54 AM
🔭Spyglass Signal
📆 January 5, 2026
• Nadella Blogs
• ChatGPT App Store
• Hollywood's 2025
• Vision Pro Cuts
• Versant Lives!
• Labubu Tries to Endure
• Old TV
📆 January 5, 2026
• Nadella Blogs
• ChatGPT App Store
• Hollywood's 2025
• Vision Pro Cuts
• Versant Lives!
• Labubu Tries to Endure
• Old TV
A physical keyboard for the iPhone that might actually make sense... (and an internet communicator...)
Clever Clicks
A physical keyboard for the iPhone that might actually make sense...
spyglass.org
January 3, 2026 at 4:07 PM
A physical keyboard for the iPhone that might actually make sense... (and an internet communicator...)
'Stranger Things' slays the box office. Which should be no surprise and again points to Netflix's (and Hollywood's) hybrid future...
Stranger Things Have Happened Than Netflix's Theatrical Success
'Stranger Things' makes a killing in movie theaters, duh...
spyglass.org
January 2, 2026 at 7:12 PM
'Stranger Things' slays the box office. Which should be no surprise and again points to Netflix's (and Hollywood's) hybrid future...
Some 2026 Predictions... 🔮
10 Big Predictions for 2026
Here we are again, the final day of the year. Just like last year, I thought I'd use the countdown to 2026 to jot down some predictions. Last year, I thought most of my predictions wouldn't happen, bu...
spyglass.org
January 1, 2026 at 11:15 AM
Some 2026 Predictions... 🔮
With the Manus deal, Meta is metamorphosing Butterfly Effect into their own enterprise AI business...
Manus: The Hands of AI Fate
Meta acquires an AI business model...
spyglass.org
December 30, 2025 at 3:26 PM
With the Manus deal, Meta is metamorphosing Butterfly Effect into their own enterprise AI business...