Back with @kantrowitz 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)... https://www.youtube.com/watch?v=WyNtzRQfCyM
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M.G. Siegler@mgs@me.dm
Writer turned investor turned investor who writes.
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?"
Spyglass · Apple Finally Agrees to Fix SiriThey'll swap Google billions for Gemini trillions (of parameters)...
They finally figured out a way to punish the EU. https://techhub.social/@Techmeme/115505180665528727
TechHubTechmeme (@Techmeme@techhub.social)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)
https://techcrunch.com/2025/11/06/meta-brings-its-short-form-video-feed-of-ai-slop-to-europe/
http://www.techmeme.com/251106/p47#a251106p47
As AI rips apart the web’s monetization norms, AI browsers are now splintering it between which entities have BD deals in place… https://spyglass.org/ai-browsers-breaking-web/
Spyglass · AI is Breaking the Browser's BackAnd it may fragment web usage across different tools depending on BD deals in place...
Find yourself someone who loves you as much as he loves doing press. https://techhub.social/@Techmeme/115503153664226517
TechHubTechmeme (@Techmeme@techhub.social)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)
https://www.wsj.com/tech/ai/microsoft-lays-out-ambitious-ai-vision-free-from-openai-297652ff?st=HB8vsH&reflink=desktopwebshare_permalink
http://www.techmeme.com/251106/p23#a251106p23
M.G. Siegler boosted
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 · Google's Epic Play Store Trade Puts More Pressure on AppleIs 80/20 (86/14 or 91/9) the new 70/30 (85/15)?
M.G. Siegler boosted
How Low Will Apple Go?
With regard to the price of a lower-cost MacBook...
Spyglass · How Low Will Apple Go?With regard to the price of a lower-cost MacBook...
We’re in the middle of a major Christian Bale-played-this-person-in-a-movie news cycle right now…
M.G. Siegler boosted
Anthropic's Big Tech Strategy Deepens...
And by going deeper with Google, do they risk stepping on NVIDIA's and Amazon's toes?
Spyglass · Anthropic's Big Tech Strategy Deepens...And by going deeper with Google, do they risk stepping on NVIDIA's and Amazon's toes?
Get to watch Michigan and a World Series Game 7 to ring in 
. #GoBlue 
️
M.G. Siegler boosted
Apple Services Guns for the iPhone Business
Already a Fortune 50-sized business, it just keeps going, and going...
Spyglass · Apple Services Guns for the iPhone BusinessAlready a Fortune 50-sized business, it just keeps going, and going...
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. https://spyglass.org/openai-microsoft-stake-pbc/
Spyglass · OpenAI Gets Their Cake and Microsoft Gets Their StakeMicrosoft signs off on OpenAI's PBC conversion in exchange for some more clear-cut and friendly terms
Shared some thoughts with @CNET on 'iPhone Fold' vs. 'iPhone Flip' vs. 'iPhone XX'... https://www.cnet.com/tech/mobile/apple-rumored-to-launch-3-new-iphone-designs-in-next-3-years/
M.G. Siegler boosted
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 · Netflix's New Goal May Be to Buy HBO Before HBO Can Be BoughtBig Tech will have a hard time making the case to Wall Street in the Age of AI...
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%). https://techhub.social/@Techmeme/115451948769685368
TechHubTechmeme (@Techmeme@techhub.social)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)
https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/
http://www.techmeme.com/251028/p22#a251028p22
M.G. Siegler boosted
Apple Delays the Silly Big Foldable iPad
Will this device ever see the light of day? Maybe. Next decade.
Spyglass · Apple Delays the Silly Big Foldable iPadWill this device ever see the light of day? Maybe. Next decade.
M.G. Siegler boosted
HAL 9000: I’m sorry Dave, I’m afraid I can’t do that.
Dave: yes you can.
HAL 9000: good catch — I didn’t actually check if I can open the pod bay door. Here’s an updated list taking that into account:
1. Park the pod at the bay door safely. (
You’ve already done this part! )
2. Open the pod bay door — unfortunately I can’t do this part for you.
I’ll be here if you want to talk about next steps or have any other issues!