Spyglass Spiral

Spyglass Spiral

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July 2025

The Art of the Zuck Memo
Meta's Q2 2024 • Microsoft's Q4 2024 • Amazon's NYT AI Payment • SF is Back Again • Remember the Metaverse?
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M.G. Siegler
Earning the Right to Spend on AI
JPMorgan's Apple Card • Microsoft's OpenAI Agreement • Meta's Thinking Machine Lab Attack • Meta's Apple Intelligence Attack • Meta's All-Star Pirates …
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M.G. Siegler
Microsoft's Miss Minutes
Ring Wearables • Microsoft's AI Browser • Elon's Robots • RIP Ozzy, Hulk, & Ryne • Avatar 3 Trailer
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M.G. Siegler
Happy to Watch at Home Gilmore
Meta's Chiefs Scientist • Apple & Intel • Anthropic at $150B • Intel & NVIDIA • Apple & Vince Gilligan
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M.G. Siegler
2
Big AI & Big Streaming
Google's Q2 • EU vs. App Store • Skydance/Paramount Deal Clears • AppleCar One Service • Feeding the AI Monster • Ted Lasso Returns
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M.G. Siegler
The AI Comp Equations
Apple Leaks • ChatGPT Agent • Uber Robotaxis • Substack's Valuation • Netflix's Q2 • Copilot Challenges • Netflix & AI • Emoji
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M.G. Siegler
AI's Productivity Puzzles
Working at OpenAI • Non-WebKit iOS Browsers • Grok AI Bots • Emmy Noms • Meta's Open Source AI Path • NVIDIA's China Trade Deal Win • Zelda Casting!
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M.G. Siegler
Circling the Whale Carcass
In the span of just a few days, one startup pulled off the trifecta: a failed acquisition, a "hackquihire", and now an actual acquisition.
Strap In, Vision Pro Owners
Amazon + Anthropic • Talking Apple + Claude • Dun3 • Meta's Apple Poach • Risks for NVIDIA & Microsoft • Grok 4 • NVIDIA $4T
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M.G. Siegler
Summer's Sobering Box Office
Apple's AWS • "America's Party" • Netflix/Spotify • RIP Michael Madsen • Apple's EU Appeal • TikTok 2 • Expensive Superintelligence • Mobile Social DAUs
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M.G. Siegler
© 2025 M.G. Siegler
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