Spyglass

🌀 Spyglass Spiral 📆 July 25, 2025 • Google's Q2 • EU vs. App Store • Skydance/Paramount Deal Clears • AppleCar One Service • Feeding the AI Monster • Ted Lasso Returns spiral.spyglass.org/p/big-ai-and-b…

If you believe that what's next isn't likely going to be one thing at the scale of the iPhone, but instead a collection of devices all tied together through though AI, it's reasonable to think there will also be multiple types of input... spyglass.org/meta-mind-wris…

If you can't beat them, be *in* them. (While also trying to beat them.) ⌾ The Inner Ring ⌾ spyglass.org/big-tech-big-h…

Disney seems to be going all-in on the NFL, at least to launch this service. If this deal gets done, it's effectively an ESPN/NFL streaming service. spyglass.org/espn-nfl-strea…

The most important element of writing isn’t what you put on the page, it’s how the process of putting something on the page alters your thoughts... ⌾ The Inner Ring ⌾ spyglass.org/ai-writing-inp…

OpenAI has shifted the 'Stargate' goalposts – and widened the field... spyglass.org/stargate-opena…

These days, it feels like the terminology is evolving just as fast as the technology. spyglass.org/ai-agi-superin…

Politics doesn't need to be the main motivation for it to still be a factor in timing... spyglass.org/a-closing-gift…

Netflix is playing a different game. Where distribution trumps quality. Clearly. spyglass.org/the-great-okay…

🌀 Spyglass Spiral 📆 July 18, 2025 • Apple Leaks • ChatGPT Agent • Uber Robotaxis • Substack's Valuation • Netflix's Q2 • Copilot Challenges • Netflix & AI • Emoji spiral.spyglass.org/p/the-ai-comp-…

If you’re spending hundreds of billions of dollars on data centers, what’s a few hundred million on people? spyglass.org/metas-ai-relat…

🌀 Spyglass Spiral 📆 July 16, 2025 • 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! spiral.spyglass.org/p/ais-producti…

I suspect where they'll net out is the same strategy that the others are doing. That is, keep the cutting-edge models closed and "open source" older and smaller models more selectively. spyglass.org/open-source-ai…

🌀 Spyglass Spiral 📆 July 15, 2025 • "Blitzhires" • More 'Slow Horses' • DeepSeek 6 Months Later • 'Superman's' Opening • 'F1's' Box Office Results • Throwing Money at AI • Yaccarino's Ride • Bronze iPhones spiral.spyglass.org/p/circling-the…

It’s the same basic bet: that it’s both not too late in the AI race and that money can get you back into it, fast. spyglass.org/clash-of-the-a…

This deal is a very outward-facing sign of Microsoft's level of control in the relationship. OpenAI had a deal to acquire another startup and Microsoft effectively killed it. spyglass.org/openai-windsur…

🌀 Spyglass Spiral 📆 July 10, 2025 • Amazon + Anthropic • Talking Apple + Claude • Dun3 • Meta's Apple Poach • Risks for NVIDIA & Microsoft • Grok 4 • NVIDIA $4T spiral.spyglass.org/p/strap-in-vis…

If Chrome is disrupted it will be because these newer AI browsers are simply better and more useful than Chrome – while being built on top of Chromium. spyglass.org/the-ai-browser…

Sabih Khan is not some fresh face about to shake things up – he's been at Apple longer than Tim Cook has! That's good for Apple operations. But maybe not so good for Apple... spyglass.org/apple-is-ripe/

Apple's drive to survive the movie business may face a new test in the sports rights business... spyglass.org/apples-formula…