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...
For all the fiscal issues the UK has, the constant budget changes are absolutely bonkers. It so obviously leads to whack-a-mole policy rather than effective strategic planning. It also makes investment so much harder. A clear doom loop.
The UK’s fiscal problems aren’t just about growth
Reassessing taxes and spending every six months introduces excessive policy uncertainty
on.ft.com
November 11, 2025 at 8:49 AM
For all the fiscal issues the UK has, the constant budget changes are absolutely bonkers. It so obviously leads to whack-a-mole policy rather than effective strategic planning. It also makes investment so much harder. A clear doom loop.
Please, please, please, please kill the cookie pop-ups.
Brussels knifes privacy to feed the AI boom
Draft proposals obtained by POLITICO show EU is breaking sacred privacy regime to placate industry.
www.politico.eu
November 10, 2025 at 9:29 AM
Please, please, please, please kill the cookie pop-ups.
Reposted by M.G. Siegler
They will be essentially asking investors in any IPO to buy into the belief that OpenAI will grow into the biggest company of all time in relative short order.
IPOpenAI
What might an OpenAI IPO look like? Can the market hold to get them there? What if it doesn't? Backstops? Government guaranteed loans?
spyglass.org
November 9, 2025 at 9:24 AM
They will be essentially asking investors in any IPO to buy into the belief that OpenAI will grow into the biggest company of all time in relative short order.
Back with @kantrowitz.bsky.social this week talking through the prospects of an OpenAI IPO (eventually), the risks of "AGI or Bust", and the inevitability of a market correction and what that might mean for this moment (and more)...
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
YouTube video by Alex Kantrowitz
www.youtube.com
November 7, 2025 at 4:27 PM
Back with @kantrowitz.bsky.social this week talking through the prospects of an OpenAI IPO (eventually), the risks of "AGI or Bust", and the inevitability of a market correction and what that might mean for this moment (and more)...
Apple may not have wanted to pay Anthropic $1.5B a year but this can be just an in-kind deal! "Google, you know that $25B you owe us this year? Make it $24B, but we'll take a custom build of Gemini. Deal?"
Deal.
Deal.
Apple Finally Agrees to Fix Siri
They'll swap Google billions for Gemini trillions (of parameters)...
spyglass.org
November 7, 2025 at 2:43 PM
Apple may not have wanted to pay Anthropic $1.5B a year but this can be just an in-kind deal! "Google, you know that $25B you owe us this year? Make it $24B, but we'll take a custom build of Gemini. Deal?"
Deal.
Deal.
They finally figured out a way to punish the EU.
Meta launches Vibes, its short-form video feed of AI-generated videos, in Europe through the Meta AI app, following its US debut six weeks earlier (Aisha Malik/TechCrunch)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
November 6, 2025 at 10:48 PM
They finally figured out a way to punish the EU.
As AI rips apart the web’s monetization norms, AI browsers are now splintering it between which entities have BD deals in place…
AI is Breaking the Browser's Back
And it may fragment web usage across different tools depending on BD deals in place...
spyglass.org
November 6, 2025 at 5:19 PM
As AI rips apart the web’s monetization norms, AI browsers are now splintering it between which entities have BD deals in place…
Find yourself someone who loves you as much as he loves doing press.
Microsoft AI CEO Mustafa Suleyman lays out the company's plans to develop AI self-sufficiency from OpenAI, like releasing its own voice, image, and text models (Sebastian Herrera/Wall Street Journal)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
November 6, 2025 at 3:10 PM
Find yourself someone who loves you as much as he loves doing press.
November 6, 2025 at 2:38 PM
Reposted by M.G. Siegler
I'm not sure it's a win/win but it's a win/less-loss. It's an Epic-was-going-to-win-so-they-take-less-of-a-win-to-expand-the-scope-of-the-win, win.
Google's Epic Play Store Trade Puts More Pressure on Apple
Is 80/20 (86/14 or 91/9) the new 70/30 (85/15)?
spyglass.org
November 5, 2025 at 9:41 PM
I'm not sure it's a win/win but it's a win/less-loss. It's an Epic-was-going-to-win-so-they-take-less-of-a-win-to-expand-the-scope-of-the-win, win.
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...
Reposted by M.G. Siegler
While a $499 MacBook is undoubtedly a bridge too far (and cheap), a $799 one sounds about right...
How Low Will Apple Go?
With regard to the price of a lower-cost MacBook...
spyglass.org
November 5, 2025 at 10:42 AM
While a $499 MacBook is undoubtedly a bridge too far (and cheap), a $799 one sounds about right...
Fun with profits. Less fun with losses...
Buyer Beware Big Tech Gains (and Losses) Boosted By Big AI
On paper gains from valuation markups and paper losses from burn...
spyglass.org
November 5, 2025 at 4:56 PM
Fun with profits. Less fun with losses...
We’re in the middle of a major Christian Bale-played-this-person-in-a-movie news cycle right now…
November 4, 2025 at 4:25 PM
We’re in the middle of a major Christian Bale-played-this-person-in-a-movie news cycle right now…
Reposted by M.G. Siegler
One has to wonder what Amazon thinks of this deal. But even more so than that, one has to wonder what NVIDIA thinks of this deal...
Anthropic's Big Tech Strategy Deepens...
And by going deeper with Google, do they risk stepping on NVIDIA's and Amazon's toes?
spyglass.org
October 24, 2025 at 8:34 PM
One has to wonder what Amazon thinks of this deal. But even more so than that, one has to wonder what NVIDIA thinks of this deal...
Reposted by M.G. Siegler
As Apple's Services business surges past a $100B business, it's now bigger than all but maybe 40 companies in the Fortune 500...
Apple Services Guns for the iPhone Business
Already a Fortune 50-sized business, it just keeps going, and going...
spyglass.org
October 31, 2025 at 3:51 PM
As Apple's Services business surges past a $100B business, it's now bigger than all but maybe 40 companies in the Fortune 500...
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...
And there it is, the inevitable Chelsea red card...
October 29, 2025 at 9:30 PM
And there it is, the inevitable Chelsea red card...
OpenAI's long and winding road is much more straightforward – for now. There is still so much nuance (and potential trigger points) in all of this.
OpenAI Gets Their Cake and Microsoft Gets Their Stake
Microsoft signs off on OpenAI's PBC conversion in exchange for some more clear-cut and friendly terms
spyglass.org
October 29, 2025 at 7:21 PM
OpenAI's long and winding road is much more straightforward – for now. There is still so much nuance (and potential trigger points) in all of this.
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/...
Reposted by M.G. Siegler
Could Apple or Amazon even get their shareholders to swallow a $75B+ media deal in the Age of AI?
Netflix's New Goal May Be to Buy HBO Before HBO Can Be Bought
Big Tech will have a hard time making the case to Wall Street in the Age of AI...
spyglass.org
October 27, 2025 at 9:10 PM
Could Apple or Amazon even get their shareholders to swallow a $75B+ media deal in the Age of AI?
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...
Wow they just spell it out very directly: after the most recent financing rounds, Microsoft holds a 27% stake in OpenAI (down from 32.5%).
Microsoft says it supports the OpenAI board moving to form a public benefit corporation and recapitalization, and now holds a ~$135B OpenAI Group PBC investment (Microsoft)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
October 28, 2025 at 1:15 PM
Wow they just spell it out very directly: after the most recent financing rounds, Microsoft holds a 27% stake in OpenAI (down from 32.5%).