OpenAI Strikes Back
https://spyglass.org/openai-strikes-back/
Published: December 11, 2025 16:03
OpenAI's deal with Disney deals a blow to Google...
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Insight from afar by M.G. Siegler
Site URL: spyglass.org
Feed URL: spyglass.org/rss
Posts: 18
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OpenAI Strikes Back
https://spyglass.org/openai-strikes-back/
Published: December 11, 2025 16:03
OpenAI's deal with Disney deals a blow to Google...
Meta Bought a Headache
https://spyglass.org/meta-tbd-ai-llama-headache/
Published: December 10, 2025 15:25
Is the internal AI pain ultimately going to be worth the price?
Has Netflix Truly Found Religion in Movie Theaters?
https://spyglass.org/netflix-theatrical/
Published: December 9, 2025 23:59
They're *saying* the right things, will they follow through...
Apple Turnover
https://spyglass.org/apple-talent-exodus/
Published: December 8, 2025 17:12
The recent executive and talent exits at Apple are both ordinarily orderly and completely chaotic...
Oh No, a Tech Company is Buying a Movie Studio
https://spyglass.org/netflix-warner-bros-hollywood-concerns/
Published: December 6, 2025 22:22
This is the end of Hollywood? Come on.
Signal: Streaming Time is a Flat Circle 📧
https://spyglass.org/signal-streaming-time-is-a-flat-circle/
Published: December 5, 2025 18:20
Meta & World Models • EU Strikes Back • Disney's CEO Race • Michael Burry's Blog • Anthropic's Shots at OpenAI • OpenAI's Spend
The Albanian Army Closes in on Warner Bros
https://spyglass.org/netflix-buying-warner-bros/
Published: December 5, 2025 10:50
In a stunning turn, Netflix enters pole position to take over Warner Bros and HBO...
Drop the 'Meta'. It's Cleaner.
https://spyglass.org/meta-minus-metaverse/
Published: December 4, 2025 23:06
Meta contemplates a step back from the Metaverse...
Live and Let Dye
https://spyglass.org/alan-dye-apple-meta-ui/
Published: December 4, 2025 13:57
The exit of Alan Dye augurs another Apple shift in UI
OpenAI's One Battle After Another
https://spyglass.org/openai-anthropic-ipo-pressure/
Published: December 3, 2025 13:27
Beyond the Google threat, if Anthropic were to IPO before OpenAI...
The AI Snow Globe is Shaken
https://spyglass.org/the-ai-snow-globe-is-shaken/
Published: December 2, 2025 22:00
2025 is ending with "Code Reds", "retirements", new models, worries about old models, new chips, worries about old chips, crushed earnings, stock shorting, oh my...
With Both Apple & AI, Timing Remains Everything
https://spyglass.org/apple-ai-timing/
Published: December 2, 2025 13:19
A discussion that bridges and connects those worlds...
Intel Inside, In a Way
https://spyglass.org/intel-inside-apple-again/
Published: December 1, 2025 09:54
Apple closes in on throwing Intel that fab bone...
Flakes on a Plane
https://spyglass.org/flakes-on-a-plane/
Published: November 29, 2025 23:33
'Flight Risk' is soaringly awful...
Signal: Blue Binge 📧
https://spyglass.org/signal-blue-binge/
Published: November 28, 2025 14:23
Sutskever on Dwarkesh • OpenAI's Prototype • Netflix + WB? • HBO Back as HBO • iOS 'Snow Leopard' • OpenAI CEO • Data Center Debt
DeepMind Should Make the UK Proud and Embarrassed
https://spyglass.org/uk-growth-growth-growth/
Published: November 27, 2025 15:46
A growing sense that growth will never return to the UK...
NVIDIA's "Delight"
https://spyglass.org/nvidia-gpu-vs-google-tpu/
Published: November 26, 2025 14:17
Passive-aggressive tweets aside, NVIDIA has a point, but also a potential problem...
Big Tech's Wild Market Cap Ride
https://spyglass.org/big-techs-wild-market-cap-ride/
Published: November 25, 2025 17:23
3 different leaders of the 6 this year, Google soon to be a 4th?