2026-09-03T21:36:54Z https://nostr.ae M.G. Siegler https://nostr.ae/npub1jdfutsnx246cv6qfuxzeu6h6t0kelssuwpx2gsqy5rgt05ttrn2sddnaed https://media.me.dm/accounts/avatars/109/978/029/198/771/015/original/ba6591ffe82123a9.jpeg https://media.me.dm/accounts/avatars/109/978/029/198/771/015/original/ba6591ffe82123a9.jpeg https://nostr.ae/nevent1qqs0j6c9jp9gwq7ffva5st3m3gq7g4a9yq0v7lmn7afe8cp4wh4plcczyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2k4as0j The streaming wars are over. The battle for the bundle has begun. Who can leverage deals and partnerships to own the &#34;super app&#34; for content... <a href="https://spyglass.org/streaming-bundle-wars/">https://spyglass.org/streaming-bundle-wars/</a> 2026-08-26T16:29:28Z https://nostr.ae/nevent1qqsr30cnumqvklvn6vawc7yxd3vkn87nng86est582u2npr4mgv4snqzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2wt6nl5 Beyond personal sadness, the world is worse off in losing Om&#39;s voice – his inclination to pushback with the appropriate, earned and lived context – just as we wade deeper into the AI waters. <a href="https://spyglass.org/om/">https://spyglass.org/om/</a> 2026-06-29T10:32:10Z https://nostr.ae/nevent1qqs0ct4dykgz4jhlhncs7zg3mnghemgfgg0gtnzzf3asfl2ursjz60gzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2m2ydhc &#34;That&#39;s what I love about Apple, man. Their Big Tech peers go crazy on CapEx, they stay in the same range...&#34;<br/> <img src="https://media.me.dm/media_attachments/files/116/518/240/075/070/965/original/066bc59e7942910b.png"> <br/> 2026-05-04T20:40:59Z https://nostr.ae/nevent1qqsq6rmce52xgqxeyasxgym4gfhgssz7vmrrn39tllpll9cr3ulkrqgzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2wy568h Meta clearly believes they need to be at the cutting-edge of AI right now. Apple clearly believes they can outsource the cutting-edge right now and wait and see how it develops.<br/><br/>We&#39;ll all get to watch which bet was right and which was wrong in real time! <a href="https://spyglass.org/meta-apple-ai-strategy/">https://spyglass.org/meta-apple-ai-strategy/</a> 2026-02-01T19:51:42Z https://nostr.ae/nevent1qqsp67e5ryhggxegyyhmzwd43e3v0p6f9fpy4ftx7axx0wvsaugrnkgzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2amkkjp In reply to <a href='/nevent1qqsqjdhk9z3n62hgmqvr2z6t3hu7gx8q59mxy07vzr92t2lughx0p6qajrdlj'>nevent1q…rdlj</a><br/>_________________________<br/><br/>One suspects the M&amp;A fear here has shifted from: &#39;they don&#39;t know what they&#39;re doing&#39; to &#39;they know *exactly* what they&#39;re doing... <a href="https://spyglass.org/netflix-warner-bros-hollywood-concerns/">https://spyglass.org/netflix-warner-bros-hollywood-concerns/</a><br/> <img src="https://media.me.dm/media_attachments/files/115/683/122/956/909/127/original/cc3491e63b4079a6.png"> <br/> 2025-12-08T08:59:33Z https://nostr.ae/nevent1qqsqjdhk9z3n62hgmqvr2z6t3hu7gx8q59mxy07vzr92t2lughx0p6qzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2w3qp6l All the hate and fear around the Netflix/Warner Bros deal is both silly and comically shortsighted. <br/><br/>3,000 words on the past, present, and future... <a href="https://spyglass.org/netflix-warner-bros-hollywood-concerns/">https://spyglass.org/netflix-warner-bros-hollywood-concerns/</a> 2025-12-07T14:48:37Z https://nostr.ae/nevent1qqsq38gthtf04x4zcsr8p2jjwuvwcydxkkjstlmc6gykxk99pgac7dczyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2440r8u This time is different™ – because the AI build-out is so clearly a bubble. In fact, I believe the companies involved not only know this – I mean, how could you not? – but are now actually *leveraging* this reality. 🫧 <a href="https://spyglass.org/ai-bubble/">https://spyglass.org/ai-bubble/</a> 2025-11-11T17:44:37Z https://nostr.ae/nevent1qqsg08r302yf35gg9nlfgnwm8vszekpftx73aev8h4xd4zttlslvmpgzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2k3me30 In reply to <a href='/nevent1qqszyeyw8u2e9jqzqk39ynjj7ve0uwh0trtzzjjg0cnmj02rc4rhpdg5ksupj'>nevent1q…supj</a><br/>_________________________<br/><br/>So good. From day one. Dune in particular. But it was comical when Dune 2 wasn&#39;t available in the format because it was basically dead in cinemas... Apple should subsidize bringing it back in full force. 2025-10-26T19:27:32Z https://nostr.ae/nevent1qqsqu06tgmvl4xxpe0xqyt072rzh5jp05656gvlems6fahwm5er7kuqzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd29ukuul Some thoughts on AI web browsers... <a href="https://spyglass.org/ai-browser-wars/">https://spyglass.org/ai-browser-wars/</a> 2025-06-26T15:26:29Z https://nostr.ae/nevent1qqs9cpp66yxepv3zt5737d0z604zdshc9ghh9cvvper55fudxqdyy6czyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2tvj2w4 Congrats to Donald Trump on his decisive trade war victory over Donald Trump. 2025-04-09T20:07:39Z https://nostr.ae/nevent1qqsyvlhvc6kndpmxt0dnqetj59g890mm8u27n7esznupg3nkur4kxxszyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2cjzjv4 Ah yes, the future.<br/> <img src="https://media.me.dm/media_attachments/files/114/259/226/391/111/010/original/44f26d3100823e82.jpeg"> <br/> 2025-03-31T21:43:57Z https://nostr.ae/nevent1qqsprtmayw7vldgp9vydjvqajy2lz474r0n4drjwcsr4fasx7237sxgzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2rfgjyy If you&#39;re into Apple news -- and in particular, everything going on with the company and AI -- I think you&#39;re gonna like this one. <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1x28rm3uqudxlzk7scut4jt4hf43kd9lxva7jhn9423d8tjww9xrq6m7ga5" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>John Gruber</span> (<span class="italic">npub1x28…7ga5</span>)</a></span> and I cover a lot of ground in two and a half hours. 🗣️🍎🤖 <a href="https://daringfireball.net/thetalkshow/2025/03/23/ep-419">https://daringfireball.net/thetalkshow/2025/03/23/ep-419</a> 2025-03-24T15:26:19Z https://nostr.ae/nevent1qqsxxsydv68z7krrp9hk8sjpc7x0u5lnjkesywascqfcu94fr570cfszyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2xta4ha Gearing up to record The Talk Show with <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1x28rm3uqudxlzk7scut4jt4hf43kd9lxva7jhn9423d8tjww9xrq6m7ga5" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>John Gruber</span> (<span class="italic">npub1x28…7ga5</span>)</a></span> shortly. Whatever should we talk about? 2025-03-20T19:28:38Z https://nostr.ae/nevent1qqsv2qdk0jzjle875eatnl2c0e2w8trzhc4qejp8zezh33sfhjc5ndqzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2cfpwkr I just upgraded to iOS 18.3 and DeepSeek isn’t baked in. Apple is doomed. 2025-01-27T21:00:22Z https://nostr.ae/nevent1qqstvywdnuuujgm9nh5yuewutww0hmcch0w5xwus867ydjrlhmyyz4czyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd29l8yjj A Man, A Plan, A Canal, Panama! 2025-01-20T17:35:55Z https://nostr.ae/nevent1qqsw4qx370at5mn3rxswc56vnpxc7mld9tvya433xd2w5ej7rr2hl3gzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2wzgpj7 Blurb thoughts on would-be Bluesky funding. <a href="https://spyglass.org/dispatch-038-meta-miscues/">https://spyglass.org/dispatch-038-meta-miscues/</a><br/> <img src="https://media.me.dm/media_attachments/files/113/799/526/527/024/734/original/67ef276e2076b147.jpeg"> <br/> 2025-01-09T17:16:14Z https://nostr.ae/nevent1qqsdykdxdy8tph20dr4nd4rll2cee694tzddmx6589l22g5tcdslk9qzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2vwua5h My final prediction for 2025 was a major backlash against Mark Zuckerberg in the press. It took a week. <a href="https://spyglass.org/zuckerberg-speech-about-face-book/">https://spyglass.org/zuckerberg-speech-about-face-book/</a> 2025-01-08T23:13:44Z https://nostr.ae/nevent1qqs2qexsap4m9jwzcvx2ywmss4g3ls8lmmadczjkncs6j08t7nl3qsqzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2qcvr9q Liking this more than I thought I would…<br/> <img src="https://media.me.dm/media_attachments/files/113/486/630/988/182/789/original/f97544ede2fd95b8.jpeg"> <br/> 2024-11-15T11:02:47Z https://nostr.ae/nevent1qqsp7c4swlnnu09twfvyeyw7zcw4ak59fuy887njtjtn3nsys3f3zfqzyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2mtfc66 We&#39;re crossing the Delaware as everyone in AI wants to break their dependence on everyone else... But mainly the dependence on NVIDIA. Which no one will dare say but every action obviously indicates. <a href="https://spyglass.org/the-race-for-ai-independence/">https://spyglass.org/the-race-for-ai-independence/</a> 2024-11-14T21:49:51Z https://nostr.ae/nevent1qqszaxq792jk0qjwd7a0r0scg5zecsy9qcv9vws9anl6mruzdzjwhgczyzf483wzve2htpngp8sct8n2lfd7m87zr3cyefzqqjsdpd73dvwd2fsz4cn Somehow just now realizing that US Election Day is... <a href="https://www.youtube.com/watch?v=PfBCnUnofNU&amp;ab_channel=FilmIsNowMovies">https://www.youtube.com/watch?v=PfBCnUnofNU&amp;ab_channel=FilmIsNowMovies</a> <br/><br/>Good luck, everyone. 2024-11-02T18:57:35Z