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mgsiegler.com
• Writer of spyglass.org • Investor in some companies you've heard of (and many you haven't) • Traveler with 👩🏻 & 👧🏼👶🏼 • #GoBlue 〽️🍻
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Posts 45 Comments 5

Tim Sweeney's last laugh...

submitted 7 hours ago • 1 comment

I solved it. It's the only thing that makes sense.

submitted 7 hours ago • 0 comments

God forbid anyone actually reads a room. Better to change the room. ⌾ The Inner Ring ⌾

submitted 2 days ago • 0 comments

Apple's market cap at close today: $3.19T Microsoft's market cap after a 9% surge in after-hours: $3.19T

submitted 8 hours ago • 0 comments

A short story, in reverse.

submitted 17 hours ago • 0 comments

📩 Spyglass Dispatch 📆 April 29, 2025 • Top iPhones Still Need China • Motorola's Wooden Foldable Razr • Microsoft in OpenAI's Dust • Revenge of the Sith, Indeed

submitted 1 day ago • 0 comments

Mainly I’m upset that it’s been several days and no one has yet set Mon Mothma dancing to ‘The Safety Dance’?!

submitted 1 day ago • 3 comments

If nothing else, Nadella had a fiduciary responsibility to ensure that Microsoft's value from their stake in OpenAI is maximized. It could be worth hundreds of billions of dollars eventually – it might already be.

submitted 1 day ago • 0 comments

submitted 1 day ago • 2 comments

If Comet is compelling enough as a product, Perplexity have a shot to do something here...

submitted 2 days ago • 1 comment

A decade from now, in the inevitable wave of Big AI™ trials, the verdicts may very well come down to the same old question: buy, build, or bury?

submitted 2 days ago • 0 comments

Around 100% have 0% idea of what will actually happen with AI in the next 20 years.

submitted 2 days ago • 0 comments

Netflix skewers the "outdated" movie theater model...

submitted 3 days ago • 1 comment

📩Spyglass Dispatch 📆 April 25, 2025 • iPhones from India • The New Siri Team • Notion Mail • Gemini UsersStartups & Tariffs

submitted 4 days ago • 0 comments

We’re going to need a sequel to ‘Draft Day’. And the title ‘2 Draft 2 Day’ is right there for the taking…

submitted 4 days ago • 2 comments

EC fines compounding would constitute an actual pounding to Apple's bottom line...

submitted 5 days ago • 0 comments

Our cover this week.

submitted 6 days ago • 1344 comments

It's one thing to offer the Llama models on their clouds – again, they're "open source" (read: open weight) and thus, free – it's another to help pay to build them! ⌾ The Inner Ring ⌾

submitted 6 days ago • 0 comments

About that time of year…

submitted 6 days ago • 0 comments

While Netflix failed to become HBO in a good way, HBO failed to become Netflix in a bad way. And so quality is the new quantity is the new quality again.

submitted 6 days ago • 0 comments

Oh, OpenAI would take Chrome off Google's hands? The burden of those 3+ billion users too? How magnanimous of them!

submitted 7 days ago • 1 comment

Specifically, $230M is not $16.45B. And $570M is not $39.1B. It's also not nothing. But it's a lot closer to nothing than to those threats!

submitted 7 days ago • 0 comments

So what you’re saying is: HBO became HBO before HBO could become Netflix.

submitted 7 days ago • 0 comments

Things are always litigated in hindsight, of course. But tech's always accelerating evolution seems to be making antitrust litigation especially hard... ⌾ The Inner Ring ⌾

submitted 8 days ago • 0 comments

📥 Spyglass Dispatch 📆 April 22, 2025 • Startups & Tariffs • 'Sinners' Reaps Rewards • iPhone 17 Air Pre-Preview • Blue Origin's Space Cadets • Hycean Life

submitted 7 days ago • 0 comments

Ah yes. Very useful.

submitted 8 days ago • 0 comments

It's not just Apple worried about those tariffs. And startups don't have Tim Cook's Trump Batphone, sadly... via @laurengoode.bsky.social

submitted 8 days ago • 1 comment

Google's web domain registrar was great, so obviously they had to kill it...

submitted 9 days ago • 0 comments

The only way for companies to jump orders of magnitude in value is to ride the technology waves as they come along. To time them right. All of the current trillion-dollar companies did this. PC. Web. Mobile. Clearly, AI is cresting...

submitted 9 days ago • 0 comments

Pope Francis: tributes paid after head of Catholic church dies aged 88 – latest updates

submitted 9 days ago • 29 comments

📩 Spyglass Dispatch 📆 April 17, 2025 • AI Venture Investment • Perplexity Phones • Meta and Apple AI • OpenAI's New Ideas Breakthrough

submitted 13 days ago • 0 comments

Chelsea move into fifth with a late comeback against west London rivals Fulham. Tyrique George's second goal in two games followed by Pedro Neto's stoppage-time goal secures a massive three points for Enzo Maresca's side in the race for Champions League football.

submitted 10 days ago • 0 comments

Yeah, I mean, I had to…

submitted 12 days ago • 0 comments

A brutal closing. www.wsj.com/finance/bill...

submitted 12 days ago • 2 comments

Joe Biden?

submitted 12 days ago • 0 comments

A freak in the yeets?

submitted 14 days ago • 0 comments

The 4th place team in the NL West would be leading any other division in baseball right now… ⚾️👀

submitted 12 days ago • 1 comment

“I’m not screaming, ‘aliens!’ But I always reserve my right to scream ‘aliens!’” 👽

submitted 13 days ago • 2 comments

Can the Squid become the Whale? (Can Netflix become a $1T company?)

submitted 15 days ago • 0 comments

What I wrote a few days ago, as the trial was kicking off, versus what Zuckerberg said in court on Day 3... spyglass.org/without-inst... www.nytimes.com/2025/04/16/t...

submitted 13 days ago • 2 comments

Beats as the brand for products that Apple doesn't want to brand as Apple products...

submitted 14 days ago • 1 comment

I know OpenAI tried to front run this cluster a bit, but my god. So if I have this right, 4.1 is better than 4.5 at many things, but not *all* things. Also, it’s API only, for now. o3 is better than o4-mini and I think (?) o4-mini-high, though I’m not sure. Also, 4o-mini is different than o4-mini.

submitted 14 days ago • 3 comments

Before we get too far into the Day 3 headlines, I think this is a pretty good step-back summary of the opening of the Meta antitrust trial…

submitted 14 days ago • 1 comment

This is one of those subtle tweaks that I wouldn't be shocked if it portends far greater things: a massive expansion of Apple into the advertising business.

submitted 15 days ago • 0 comments

Having now seen it, I honestly quite liked 'A Minecraft Movie'. It's silly, of course, but that's the point, of course. I'm not a big Minecraft person (too old), but I did appreciate the sort of 'Napoleon Dynamite'-esque humor. Surprised how negative reviews were. Tots!

submitted 14 days ago • 1 comment