M.G. Siegler

Writer turned investor turned investor who writes.

Spyglass: https://spyglass.org
Blog: https://mgs.blog

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npub1jdfutsnx246cv6qfuxzeu6h6t0kelssuwpx2gsqy5rgt05ttrn2sddnaed

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nprofile1qqsfx579cfn92avxdqy7rpv7dta9hmvlcgw8qn9ygqz2p59h6943e4gpz3mhxue69uhhyetvv9ujuerpd46hxtnfduqs6amnwvaz7tmwdaejumr0ds4r2dzp

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relay.damus.io

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npub1jdfutsnx246cv6qfuxzeu6h6t0kelssuwpx2gsqy5rgt05ttrn2sddnaed

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Last Notes

2026-08-26 16:29:28 UTC

The streaming wars are over. The battle for the bundle has begun. Who can leverage deals and partnerships to own the "super app" for content... https://spyglass.org/streaming-bundle-wars/

2026-06-29 10:32:10 UTC

Beyond personal sadness, the world is worse off in losing Om's voice – his inclination to pushback with the appropriate, earned and lived context – just as we wade deeper into the AI waters. https://spyglass.org/om/

2026-05-04 20:40:59 UTC

"That's what I love about Apple, man. Their Big Tech peers go crazy on CapEx, they stay in the same range..."
https://media.me.dm/media_attachments/files/116/518/240/075/070/965/original/066bc59e7942910b.png

2026-02-01 19:51:42 UTC

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! https://spyglass.org/meta-apple-ai-strategy/

2025-12-08 08:59:33 UTC

- reply

One suspects the M&A fear here has shifted from: 'they don't know what they're doing' to 'they know *exactly* what they're doing... https://spyglass.org/netflix-warner-bros-hollywood-concerns/
https://media.me.dm/media_attachments/files/115/683/122/956/909/127/original/cc3491e63b4079a6.png

2025-12-07 14:48:37 UTC

All the hate and fear around the Netflix/Warner Bros deal is both silly and comically shortsighted.
3,000 words on the past, present, and future... https://spyglass.org/netflix-warner-bros-hollywood-concerns/

2025-11-11 17:44:37 UTC

This time is different™ – because the AI build-out is so clearly a bubble. In fact, I believe the companies involved not only know this – I mean, how could you not? – but are now actually *leveraging* this reality. 🫧 https://spyglass.org/ai-bubble/

2025-10-26 19:27:32 UTC

- reply

So good. From day one. Dune in particular. But it was comical when Dune 2 wasn't available in the format because it was basically dead in cinemas... Apple should subsidize bringing it back in full force.

2025-06-26 15:26:29 UTC

Some thoughts on AI web browsers... https://spyglass.org/ai-browser-wars/

2025-04-09 20:07:39 UTC

Congrats to Donald Trump on his decisive trade war victory over Donald Trump.

2025-03-31 21:43:57 UTC

Ah yes, the future.
https://media.me.dm/media_attachments/files/114/259/226/391/111/010/original/44f26d3100823e82.jpeg

2025-03-24 15:26:19 UTC

If you're into Apple news -- and in particular, everything going on with the company and AI -- I think you're gonna like this one. @npub1x28…7ga5 and I cover a lot of ground in two and a half hours. 🗣️🍎🤖 https://daringfireball.net/thetalkshow/2025/03/23/ep-419

2025-03-20 19:28:38 UTC

Gearing up to record The Talk Show with @npub1x28…7ga5 shortly. Whatever should we talk about?

2025-01-27 21:00:22 UTC

I just upgraded to iOS 18.3 and DeepSeek isn’t baked in. Apple is doomed.

2025-01-20 17:35:55 UTC

A Man, A Plan, A Canal, Panama!

2025-01-09 17:16:14 UTC

Blurb thoughts on would-be Bluesky funding. https://spyglass.org/dispatch-038-meta-miscues/
https://media.me.dm/media_attachments/files/113/799/526/527/024/734/original/67ef276e2076b147.jpeg

2025-01-08 23:13:44 UTC

My final prediction for 2025 was a major backlash against Mark Zuckerberg in the press. It took a week. https://spyglass.org/zuckerberg-speech-about-face-book/

2024-11-15 11:02:47 UTC

Liking this more than I thought I would…
https://media.me.dm/media_attachments/files/113/486/630/988/182/789/original/f97544ede2fd95b8.jpeg

2024-11-14 21:49:51 UTC

We're crossing the Delaware as everyone in AI wants to break their dependence on everyone else... But mainly the dependence on NVIDIA. Which no one will dare say but every action obviously indicates. https://spyglass.org/the-race-for-ai-independence/

2024-11-02 18:57:35 UTC

Somehow just now realizing that US Election Day is... https://www.youtube.com/watch?v=PfBCnUnofNU&ab_channel=FilmIsNowMovies
Good luck, everyone.