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...
Maybe Groq's chips are legit, maybe they not, or maybe they're not *yet*, but even $20B is a relatively – for NVIDIA – small price to pay to effectively lock this team and tech up. Some last-minute Christmas shopping for Jensen Huang...
NVIDIA’s Christmas Eve 'Hackquisition' Miracle
NVIDIA gets a creator of the TPU, access to inference tech & IP, and stops anyone else from getting such things. All for a mere $20B...
spyglass.org
December 26, 2025 at 10:18 PM
Maybe Groq's chips are legit, maybe they not, or maybe they're not *yet*, but even $20B is a relatively – for NVIDIA – small price to pay to effectively lock this team and tech up. Some last-minute Christmas shopping for Jensen Huang...
A Christmas Eve Hackquisition! 🎁
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently (Ian King/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
December 24, 2025 at 10:56 PM
A Christmas Eve Hackquisition! 🎁
Reposted by M.G. Siegler
"Chaos isn't a pit. Chaos is a ladder."
Especially with the companies building AI... [⭕️🔒]
Especially with the companies building AI... [⭕️🔒]
The AI Chaos Ladder
Where do the leaders in AI fall?
spyglass.org
December 19, 2025 at 10:26 AM
"Chaos isn't a pit. Chaos is a ladder."
Especially with the companies building AI... [⭕️🔒]
Especially with the companies building AI... [⭕️🔒]
Reposted by M.G. Siegler
🔭Spyglass Signal
📆 December 19, 2025
• TikTok Signs
• Waymo $100B
• OpenAI $830B
• FIFA's Netflix Game
• Yann Lecun Raising
• Paramount Rejected Again
• CoreWeave Scale
• Buzzing the Watertower
📆 December 19, 2025
• TikTok Signs
• Waymo $100B
• OpenAI $830B
• FIFA's Netflix Game
• Yann Lecun Raising
• Paramount Rejected Again
• CoreWeave Scale
• Buzzing the Watertower
Signal: End of the 2025 Line 📧
TikTok Signs • Waymo $100B • OpenAI $830B • FIFA's Netflix Game • Yann Lecun Raising • Paramount Rejected Again • CoreWeave Scale • Buzzing the Watertower
spyglass.org
December 19, 2025 at 7:01 PM
🔭Spyglass Signal
📆 December 19, 2025
• TikTok Signs
• Waymo $100B
• OpenAI $830B
• FIFA's Netflix Game
• Yann Lecun Raising
• Paramount Rejected Again
• CoreWeave Scale
• Buzzing the Watertower
📆 December 19, 2025
• TikTok Signs
• Waymo $100B
• OpenAI $830B
• FIFA's Netflix Game
• Yann Lecun Raising
• Paramount Rejected Again
• CoreWeave Scale
• Buzzing the Watertower
Reposted by M.G. Siegler
Remember when conflicts of interest mattered? Seems impossible now, but they may again one day... [⭕️🔒]
Conflicts & Interests in AI
*Of course* Amazon is investing in OpenAI, next up...
spyglass.org
December 17, 2025 at 2:34 PM
Remember when conflicts of interest mattered? Seems impossible now, but they may again one day... [⭕️🔒]
The ‘CouplaHighNoons’ SNL skit just wrote itself…
At a Coldplay concert in July, Kristin Cabot appeared on the Jumbotron in the arms of her boss. Cabot retreated, trying to make things right with the people who mattered most. Now, for first time since that viral moment, Cabot is sharing her side of the story.
The Ritual Shaming of the Woman at the Coldplay Concert
www.nytimes.com
December 18, 2025 at 7:08 PM
The ‘CouplaHighNoons’ SNL skit just wrote itself…
Uh oh, we have a Big Boat monopoly situation brewing. Hopefully Elizabeth Warren and the Justice Department are all over it...
Boat rental services Boatsetter and GetMyBoat plan to merge; Boatsetter CEO Michael Farb says the combined company is set to have $100M+ in bookings in 2025 (Ben Glickman/Wall Street Journal)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
December 18, 2025 at 2:23 PM
Uh oh, we have a Big Boat monopoly situation brewing. Hopefully Elizabeth Warren and the Justice Department are all over it...
Reposted by M.G. Siegler
Google, it seems to me, is starting to catch up. So ChatGPT has gotta keep moving...
ChatGPT Starts to Break the Bounds of Chat
A necessary product evolution is underway....
spyglass.org
December 17, 2025 at 9:29 PM
Google, it seems to me, is starting to catch up. So ChatGPT has gotta keep moving...
Oh cool, what's TMTG?
Oh.
OH.
Oh.
OH.
TMTG agrees to merge with Google-backed fusion energy company TAE in a $6B deal and begin building the "world's first utility-scale fusion power plant" in 2026 (Financial Times)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
December 18, 2025 at 1:37 PM
Oh cool, what's TMTG?
Oh.
OH.
Oh.
OH.
From the title on down, quite pleased with this one...
But this was a quick, timely post, there's a longer piece about the *actual* battle that Hollywood *should* be thinking about here: Netflix vs. YouTube.
But this was a quick, timely post, there's a longer piece about the *actual* battle that Hollywood *should* be thinking about here: Netflix vs. YouTube.
YouTube Hands the Best Acquisition Oscar to Netflix
With YouTube poaching The Academy Awards, it sure feels like Netflix is going to be allowed to buy Warner Bros now...
spyglass.org
December 17, 2025 at 9:55 PM
From the title on down, quite pleased with this one...
But this was a quick, timely post, there's a longer piece about the *actual* battle that Hollywood *should* be thinking about here: Netflix vs. YouTube.
But this was a quick, timely post, there's a longer piece about the *actual* battle that Hollywood *should* be thinking about here: Netflix vs. YouTube.
Guessing Google folks negotiating this didn’t realize that they would play a huge part in helping Netflix’s case to acquire Warner Bros…
The Academy signs a multi-year deal that will give YouTube the exclusive global rights to the Oscars, beginning in 2029 and running through 2033 (Scott Feinberg/The Hollywood Reporter)
Main Link | Mediagazer Permalink
Main Link | Mediagazer Permalink
December 17, 2025 at 6:22 PM
Guessing Google folks negotiating this didn’t realize that they would play a huge part in helping Netflix’s case to acquire Warner Bros…
Regulators killed iRobot and as such, just put Chinese robots in everyones' homes. Congrats to all involved.
Congrats Regulators, You Killed Roomba
Actually, you just put a Chinese robot in every home...
spyglass.org
December 17, 2025 at 5:30 PM
Regulators killed iRobot and as such, just put Chinese robots in everyones' homes. Congrats to all involved.
Reposted by M.G. Siegler
If I had to guess about Netflix's grand plan (if they get Warner Bros/HBO)... [⭕️🔒]
The Grand Netflix Hollywood Unification Theory
Warner Bros/HBO is phase one of Netflix's bigger play here...
spyglass.org
December 15, 2025 at 7:37 PM
If I had to guess about Netflix's grand plan (if they get Warner Bros/HBO)... [⭕️🔒]
A few weeks ago… spyglass.org/big-tech-ai-...
December 17, 2025 at 7:55 AM
A few weeks ago… spyglass.org/big-tech-ai-...
$100B? That's like an AI seed round these days. It's worth way mo -- for shame -- than that in this market!
December 16, 2025 at 10:55 PM
$100B? That's like an AI seed round these days. It's worth way mo -- for shame -- than that in this market!
Interesting little sidebar in Apple's top app downloads this year... spyglass.org/signal-grabb...
December 16, 2025 at 4:19 PM
Interesting little sidebar in Apple's top app downloads this year... spyglass.org/signal-grabb...
We’re nearly halfway through the alphabet. What a time to be alive.
Databricks is raising a $4B Series L at a $134B valuation, up from $100B in August and $62B in December 2024, and had a $4.8B annual revenue run rate in October (Belle Lin/Wall Street Journal)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
December 16, 2025 at 1:31 PM
We’re nearly halfway through the alphabet. What a time to be alive.
Reposted by M.G. Siegler
Think about what even whispers of such a prospect would do for the stock... [⭕️🔒]
The Trillion Dollar Business Staring Apple in the Face
Apple needs a new hit product. Well, needs is relative. They want a new hit product. And Wall Street clearly wants them to have it. The new iPhones are a hit. But eventually Apple needs that new produ...
spyglass.org
December 12, 2025 at 2:48 PM
Think about what even whispers of such a prospect would do for the stock... [⭕️🔒]
Reposted by M.G. Siegler
OpenAI's deal with Disney deals a blow to Google...
OpenAI Strikes Back
OpenAI's deal with Disney deals a blow to Google...
spyglass.org
December 11, 2025 at 4:11 PM
OpenAI's deal with Disney deals a blow to Google...
This will keep coming up over and over and over again (which is largely their own fault, of course), but there is a case to be made that Netflix's new theatrical stance is not total BS... spyglass.org/netflix-thea...
December 15, 2025 at 1:23 PM
This will keep coming up over and over and over again (which is largely their own fault, of course), but there is a case to be made that Netflix's new theatrical stance is not total BS... spyglass.org/netflix-thea...
Those first 7 films - over 8 years, no less - is just an impossible opening run. Yes, the 8th is often considered one of the worst movies, but then he comes back with The American President. Those bookends too. What a tragedy. RIP Rob Reiner. www.hollywoodreporter.com/movies/movie...
December 15, 2025 at 8:30 AM
Those first 7 films - over 8 years, no less - is just an impossible opening run. Yes, the 8th is often considered one of the worst movies, but then he comes back with The American President. Those bookends too. What a tragedy. RIP Rob Reiner. www.hollywoodreporter.com/movies/movie...
Reposted by M.G. Siegler
🔭Spyglass Signal
📆 December 12, 2025
• Anthropic's TPU Buy
• GPT-5.2
• Apple's 'HomePad'
• Top 2025 Apps
• Data Centers in Space
• 5D Chess vs. Tiddlywinks
• Deal Swag
📆 December 12, 2025
• Anthropic's TPU Buy
• GPT-5.2
• Apple's 'HomePad'
• Top 2025 Apps
• Data Centers in Space
• 5D Chess vs. Tiddlywinks
• Deal Swag
Signal: Grabbing the Popcorn 📧
Anthropic's TPU Buy • GPT-5.2 • Apple's 'HomePad' • Top 2025 Apps • Data Centers in Space • 5D Chess vs. Tiddlywinks • Deal Swag
spyglass.org
December 12, 2025 at 10:09 PM
🔭Spyglass Signal
📆 December 12, 2025
• Anthropic's TPU Buy
• GPT-5.2
• Apple's 'HomePad'
• Top 2025 Apps
• Data Centers in Space
• 5D Chess vs. Tiddlywinks
• Deal Swag
📆 December 12, 2025
• Anthropic's TPU Buy
• GPT-5.2
• Apple's 'HomePad'
• Top 2025 Apps
• Data Centers in Space
• 5D Chess vs. Tiddlywinks
• Deal Swag
Reposted by M.G. Siegler
Two key questions remain for Meta's AI efforts. And they're pretty critical:
1) Are they sprinting towards the right goals with the right team – emphasis on *team*?
2) Can the entire company withstand what it's taking to try to get there?
[⭕️🔒]
1) Are they sprinting towards the right goals with the right team – emphasis on *team*?
2) Can the entire company withstand what it's taking to try to get there?
[⭕️🔒]
Meta Bought a Headache
Is the internal AI pain ultimately going to be worth the price?
spyglass.org
December 11, 2025 at 11:26 AM
Two key questions remain for Meta's AI efforts. And they're pretty critical:
1) Are they sprinting towards the right goals with the right team – emphasis on *team*?
2) Can the entire company withstand what it's taking to try to get there?
[⭕️🔒]
1) Are they sprinting towards the right goals with the right team – emphasis on *team*?
2) Can the entire company withstand what it's taking to try to get there?
[⭕️🔒]
I think they found one of those tricks up their sleeve... From April: spyglass.org/netflix-one-...
December 12, 2025 at 8:38 AM
I think they found one of those tricks up their sleeve... From April: spyglass.org/netflix-one-...
Quick read is that the deal is more about optics at the moment – certainly in helping OpenAI against Google, but also Disney signaling a continued push to be forward-thinking with tech. At a time when Hollywood is freaking out about the future, no less!
OpenAI Strikes Back
OpenAI's deal with Disney deals a blow to Google...
spyglass.org
December 11, 2025 at 4:41 PM
Quick read is that the deal is more about optics at the moment – certainly in helping OpenAI against Google, but also Disney signaling a continued push to be forward-thinking with tech. At a time when Hollywood is freaking out about the future, no less!