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...
Reposted by M.G. Siegler
In tech, the years are short, while the decades are long. The same will be true with AI as it matures... [⭕️🔒]
Sometimes It's Too Slow
With data centers in space. "For shure"...
spyglass.org
February 9, 2026 at 3:57 PM
In tech, the years are short, while the decades are long. The same will be true with AI as it matures... [⭕️🔒]
Reposted by M.G. Siegler
Ferrari's electric car, designed by the people who would have designed the Apple Car...
A Car By the People Who Would Have Designed the Apple Car
Let there be Luce!
spyglass.org
February 10, 2026 at 7:25 AM
Ferrari's electric car, designed by the people who would have designed the Apple Car...
Reposted by M.G. Siegler
Concerns about CapEx and Claude Cowork have created another DeepSeek-like market drop... [⭕️🔒]
Wall Street Starts to Turn on AI
Concerns about CapEx and Claude Cowork...
spyglass.org
February 6, 2026 at 11:10 AM
Concerns about CapEx and Claude Cowork have created another DeepSeek-like market drop... [⭕️🔒]
One last look at the state of the homescreen, perhaps, before it all starts to fold. A lot of AI, of course, but mainly in experimentation as that gets sorted too... 📲
My 2026 iPhone Homescreen
As we gear up for the true 'aiPhone' and 'iPhone Fold'...
spyglass.org
February 8, 2026 at 10:43 PM
One last look at the state of the homescreen, perhaps, before it all starts to fold. A lot of AI, of course, but mainly in experimentation as that gets sorted too... 📲
Reposted by M.G. Siegler
🔭 From Afar
📅 February 6, 2026
• Wall Street Turns
• SpaceX + xAI
• Anthropic's Ads
• New Disney CEO
• Microsoft's AI Problems
• Spotify's Physical Book Deal
• Moltbook
• NVIDIA/OpenAI
• Amazon/OpenAI
• 2026 iPhone Apps
• Walmart $1T
📅 February 6, 2026
• Wall Street Turns
• SpaceX + xAI
• Anthropic's Ads
• New Disney CEO
• Microsoft's AI Problems
• Spotify's Physical Book Deal
• Moltbook
• NVIDIA/OpenAI
• Amazon/OpenAI
• 2026 iPhone Apps
• Walmart $1T
AI Jitters
Wall Street Turns • SpaceX + xAI • Anthropic's Ads • New Disney CEO • Microsoft's AI Problems • Spotify's Physical Book Deal • Moltbook • NVIDIA/OpenAI • Amazon/OpenAI • 2026 iPhone Apps • Walmart $1T
afar.spyglass.org
February 6, 2026 at 11:33 PM
🔭 From Afar
📅 February 6, 2026
• Wall Street Turns
• SpaceX + xAI
• Anthropic's Ads
• New Disney CEO
• Microsoft's AI Problems
• Spotify's Physical Book Deal
• Moltbook
• NVIDIA/OpenAI
• Amazon/OpenAI
• 2026 iPhone Apps
• Walmart $1T
📅 February 6, 2026
• Wall Street Turns
• SpaceX + xAI
• Anthropic's Ads
• New Disney CEO
• Microsoft's AI Problems
• Spotify's Physical Book Deal
• Moltbook
• NVIDIA/OpenAI
• Amazon/OpenAI
• 2026 iPhone Apps
• Walmart $1T
Reposted by M.G. Siegler
What's better than Alexa+ powered (in part) by Anthropic? How about Alexa+ powered by Anthropic and OpenAI. That's especially interesting when you consider that Apple is about to roll-out their upgraded Siri powered by Gemini...
Alexa+ Plus ChatGPT?
As Apple goes with Google, Amazon goes with Anthropic *and* OpenAI?
spyglass.org
February 5, 2026 at 3:58 PM
What's better than Alexa+ powered (in part) by Anthropic? How about Alexa+ powered by Anthropic and OpenAI. That's especially interesting when you consider that Apple is about to roll-out their upgraded Siri powered by Gemini...
Reposted by M.G. Siegler
A chat about Moltbook, NVIDIA's "$100B" bet, an Anti-Google AI alliance, the new IPO race, and Apple's earnings....
AI Bots Are Molting
A chat about Moltbook, NVIDIA's "$100B" bet, an Anti-Google AI alliance, the new IPO race, and Apple's earnings....
spyglass.org
February 4, 2026 at 11:00 PM
A chat about Moltbook, NVIDIA's "$100B" bet, an Anti-Google AI alliance, the new IPO race, and Apple's earnings....
This month's Big Technology chat with @kantrowitz.bsky.social antrowitz: Moltbook, NVIDIA's "$100B" bet, an Anti-Google AI alliance, the new IPO race, and Apple's earnings....
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
YouTube video by Alex Kantrowitz
www.youtube.com
February 4, 2026 at 1:49 PM
This month's Big Technology chat with @kantrowitz.bsky.social antrowitz: Moltbook, NVIDIA's "$100B" bet, an Anti-Google AI alliance, the new IPO race, and Apple's earnings....
Still sort of strange since they told everyone that they were planning on investing “up to” $100B in OpenAI’s $100B funding from NVIDIA.
Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
February 4, 2026 at 12:38 AM
Still sort of strange since they told everyone that they were planning on investing “up to” $100B in OpenAI’s $100B funding from NVIDIA.
Reposted by M.G. Siegler
xAI risked losing the game. So Elon Musk changed the game. [⭕️🔒]
Space Twitter!
Elon Musk tries to merge the AI Race into the Space Race...
spyglass.org
February 3, 2026 at 5:09 PM
xAI risked losing the game. So Elon Musk changed the game. [⭕️🔒]
Love a good old "nothing to see here, why do you ask?" situation...
NVIDIA and the Case of the Missing $100B OpenAI Investment
The massive deal touted by both OpenAI and NVIDIA as a landmark one now looks a lot different – unless you ask Jensen Huang...
spyglass.org
February 3, 2026 at 5:31 PM
Love a good old "nothing to see here, why do you ask?" situation...
We were promised flying cars and what we got was 140 characters… helping to fuel reusable rockets to space.
February 2, 2026 at 10:45 PM
We were promised flying cars and what we got was 140 characters… helping to fuel reusable rockets to space.
Correction, what I meant to say was:
"And it now seems inevitable that xAI merges with one of them IN FOUR DAYS to be able to continue on in this race..."
spyglass.org/the-anyone-b...
"And it now seems inevitable that xAI merges with one of them IN FOUR DAYS to be able to continue on in this race..."
spyglass.org/the-anyone-b...
February 2, 2026 at 9:54 PM
Correction, what I meant to say was:
"And it now seems inevitable that xAI merges with one of them IN FOUR DAYS to be able to continue on in this race..."
spyglass.org/the-anyone-b...
"And it now seems inevitable that xAI merges with one of them IN FOUR DAYS to be able to continue on in this race..."
spyglass.org/the-anyone-b...
Now that these bots have a place to gather and talk amongst themselves, maybe they'll end up determining the same thing that Skynet did after all.
Or perhaps that we'll make great pets...
Or perhaps that we'll make great pets...
Where the Wild Bots Are
Should we be concerned or amused by Moltbook, a social network where AI can talk amongst itself? Maybe both?
spyglass.org
February 2, 2026 at 5:40 PM
Now that these bots have a place to gather and talk amongst themselves, maybe they'll end up determining the same thing that Skynet did after all.
Or perhaps that we'll make great pets...
Or perhaps that we'll make great pets...
This from 6+ years ago holds up well, especially where the "Big 3" would likely net out ahead of this new generation sweeping in... 500ish.com/tennis-torch...
Tennis’ Torch
Sampras, Federer, Djokovic: the Grass-Court Gods of Wimbledon
500ish.com
February 2, 2026 at 8:36 AM
This from 6+ years ago holds up well, especially where the "Big 3" would likely net out ahead of this new generation sweeping in... 500ish.com/tennis-torch...
Meta clearly believes they need to be at the cutting-edge of AI right now. Apple clearly believes they can outsource the cutting-edge right now and wait and see how it develops.
We'll all get to watch which bet was right and which was wrong in real time!
We'll all get to watch which bet was right and which was wrong in real time!
Meta Bets the Farm, Apple Milks the Cows
Meta and Apple have opposite strategies around AI right now...
spyglass.org
February 1, 2026 at 7:50 PM
Meta clearly believes they need to be at the cutting-edge of AI right now. Apple clearly believes they can outsource the cutting-edge right now and wait and see how it develops.
We'll all get to watch which bet was right and which was wrong in real time!
We'll all get to watch which bet was right and which was wrong in real time!
Arguably the two most important areas of Apple going forward now being overseen by perhaps the two most important figures within Apple going forward...
Apple's Twin Suns
John Ternus takes on design while Craig Federighi takes on AI as Apple prepares for a new CEO...
spyglass.org
January 31, 2026 at 9:29 PM
Arguably the two most important areas of Apple going forward now being overseen by perhaps the two most important figures within Apple going forward...
Reposted by M.G. Siegler
🔭 From Afar
📆 January 30, 2026
• Cook's Movie Screening
• Apple's Dark Knight Strategy
• Anti-Google AI Alliance
• Meta & Apple's Opposite AI Strategies
• Voice AI Q&A
• Elon's Empire
• Amazon's Big OpenAI Bet
• Amazon's Melania Bet
📆 January 30, 2026
• Cook's Movie Screening
• Apple's Dark Knight Strategy
• Anti-Google AI Alliance
• Meta & Apple's Opposite AI Strategies
• Voice AI Q&A
• Elon's Empire
• Amazon's Big OpenAI Bet
• Amazon's Melania Bet
How Many Thumbs Up?
Cook's Movie Screening • Apple's Dark Knight Strategy • Anti-Google AI Alliance • Meta & Apple's Opposite AI Strategies • Voice AI Q&A • Elon's Empire • Amazon's Big OpenAI Bet • Amazon's Melania Bet
afar.spyglass.org
January 30, 2026 at 11:05 PM
🔭 From Afar
📆 January 30, 2026
• Cook's Movie Screening
• Apple's Dark Knight Strategy
• Anti-Google AI Alliance
• Meta & Apple's Opposite AI Strategies
• Voice AI Q&A
• Elon's Empire
• Amazon's Big OpenAI Bet
• Amazon's Melania Bet
📆 January 30, 2026
• Cook's Movie Screening
• Apple's Dark Knight Strategy
• Anti-Google AI Alliance
• Meta & Apple's Opposite AI Strategies
• Voice AI Q&A
• Elon's Empire
• Amazon's Big OpenAI Bet
• Amazon's Melania Bet
Yeah words and *wording* matter... spyglass.org/nvidia-inten...
January 31, 2026 at 12:31 AM
Yeah words and *wording* matter... spyglass.org/nvidia-inten...
2015, it was foreseen… 500ish.com/bots-thankin...
January 30, 2026 at 11:55 PM
2015, it was foreseen… 500ish.com/bots-thankin...
Reposted by M.G. Siegler
The companies folks writing tens of billions worth of checks into this latest OpenAI round... that's not a coincidence, it's an alignment. [⭕️🔒]
The Anyone-But-Google AI Alliance
Big Tech's billions into OpenAI signal something...
spyglass.org
January 29, 2026 at 7:37 PM
The companies folks writing tens of billions worth of checks into this latest OpenAI round... that's not a coincidence, it's an alignment. [⭕️🔒]
Reposted by M.G. Siegler
Cook is clearly not willing to take a stand for what is right if he views it as the wrong decision for Apple. It's a strategy. It's a shame. [⭕️🔒]
Apple's Dark Knight
Decoding Tim Cook's seemingly stunningly stupid strategy...
spyglass.org
January 28, 2026 at 11:10 PM
Cook is clearly not willing to take a stand for what is right if he views it as the wrong decision for Apple. It's a strategy. It's a shame. [⭕️🔒]
Just a few hours ago... 🔮🚀 spyglass.org/the-anyone-b...
January 29, 2026 at 7:44 PM
Just a few hours ago... 🔮🚀 spyglass.org/the-anyone-b...