M.G. Siegler

Writer turned investor turned investor who writes. General Partner at GV. I blog to think.

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Last Notes

2024-10-17 12:32:36

Said without the benefit of hindsight, or EyeSight, just using common sense and my own eyes... https://spyglass.org/pro-vision-apple/

2024-10-01 14:48:02

As Meta's "Orion" project showcases, it's pretty strange that Apple didn't put the compute outside the Vision Pro - *especially when they already had to tether the battery pack*. Also, there's that insanely powerful computer they made in your pocket... https://spyglass.org/apple-knew-where-the-puck-was-going-but-meta-skated-there/

2024-09-29 19:16:36

AI (and AR) aside, it feels like Apple has mis-timed the market with regard to foldables. Certainly in China. But if they're really still at least 2-3 years away, they better hope the "thin" iPhone strategy works next year for all-important iPhone sales... https://spyglass.org/pixel-fold-versus-iphone/

2024-09-23 21:17:30

So is there a path to a product here? If kept simple enough, one would hope so. If you squint, you can almost see something... https://spyglass.org/lovefrom-openai-device/

2024-09-12 21:44:26

It sure (and increasingly) feels like Microsoft has an AI problem on its hands. What's actually working beyond GitHub coding? (⭕️ Inner Ring Members Post ⭕️)
https://spyglass.org/does-microsoft-have-an-ai-problem/

2024-08-24 12:00:14

A number of podcasts would be much improved if you could mute the host track while listening.

2024-08-13 16:35:31

Like my title. Really like my URL. Love my "worldwide revenue" quip. But the sub-head is next-level, if I do say so myself, as Thierry Breton might. https://spyglass.org/red-red-whine/

2024-08-10 20:18:12

The Kia logo is the worst logo in the history of logos. It looks like anything but “Kia”. This has been true for years and they haven’t fixed it.

2024-08-07 16:12:32

Some thoughts from last week on the very early, very very limited, and very very very Apple beta roll-out of their AI features... https://spyglass.org/apple-ai-is-here-kinda/

2024-08-06 15:02:21

For the past several months we’ve seen so many people make asses of themselves on a daily basis. It’s almost like it’s compounding... [🔒⭕️ Inner Ring ⭕️🔒] https://spyglass.org/never-tweet-your-heroes/

2024-07-24 13:50:10

Overall, it's a full-throated and compelling case that Zuckerberg makes for open source AI being the way forward. Oh yeah, and wow what a shot at Apple. https://spyglass.org/zuckerberg-llama-open-source-ai/

2024-07-17 20:40:01

The term is "momentum investing" and it's the opposite of being a contrarian https://spyglass.org/vcs-for-trump/

2024-07-10 10:06:11

Timing-wise, there's no real reason for Microsoft to leave OpenAI's board after just eight months unless it was being used as a bargaining chip or to try to avoid more regulatory scrutiny. And, I think in this case, both things are true. https://spyglass.org/openai-board-apple-microsoft/

2024-07-07 20:38:48

Qualcomm has slightly beat a machine Apple released a year and a half ago and no longer sells because they sell newer, faster machines. Machines which remain faster than Qualcomm's despite being nearly a year older in the market themselves. Yay? https://spyglass.org/copilot-plus-pcs-macbook/

2024-07-05 13:56:29

It has been a few hours here in London, when do the men wearing fur, face paint, and horns show up to see about the government transition?

2024-07-03 22:29:33

Since everyone in tech simply must have a Biden take, here’s my simple one:
We all likely have old people as relatives. We get what it’s like as they age.
We all likely *don’t* have narcissistic conmen as relatives. That’s impossible to relate to. And as such, to equate to.

2024-07-02 22:12:55

Microsoft must in part see this as letting the fox into the henhouse. The very expensive henhouse built with Microsoft's money! https://spyglass.org/apple-openai-board/

2024-06-29 20:38:55

The movie theater industry needs to be much smaller and more selective than it is right now to survive longterm. Shutter half the screens immediately.
(⭕️🔒 Last week's Inner Ring Column 🔒⭕️) https://spyglass.org/movie-theaters-are-dying/

2024-06-21 19:20:20

Apple to the EU: "No AI for you!"
Why? Because payback is a bitch, that's why. (But it's also a smart stick to swing move given that such tech is months away at best, and likely far longer beyond English.) https://spyglass.org/no-ai-for-you-eu/

2024-06-19 11:27:05

Anyway, this all just remains a weird own-goal by Apple. They hired Jon Stewart because he's Jon Stewart. Then they fired Jon Stewart because he was Jon Stewart. https://spyglass.org/the-problem-was-jon-stewart/

2024-06-15 15:31:23

Apple's um, model, for AI would seem to suit what Microsoft aims to do in consumer. Can they copy it on the fly?
(⭕️💰 Inner Ring Column 💰⭕️)
https://spyglass.org/microsoft-intelligence-apple/

2024-06-12 19:00:29

Looking back 13 years ago at the launch of Siri with the iPhone 4S. Lots of strange parallels... https://spyglass.org/siri-generations/

2024-06-11 18:48:23

Fool me once, shame on you.
Fool me for 13 straight years... shame on Siri.
https://spyglass.org/this-is-the-year-of-siri/

2024-06-10 20:01:49

Some quick, initial thoughts on Apple's don't-call-it-AI #WWDC24 keynote. https://spyglass.org/apple-intelligence/

2024-06-10 13:11:36

A few final thoughts ahead of #WWDC24 on how Apple might position and productize the AI partnerships (think: more OpenAI and less ChatGPT)... https://spyglass.org/siri-openai-chatgpt-apple/

2024-06-08 16:49:05

"Hey... I just wanted to take another look at you."
Finally jotted down some thoughts on the M4 iPad Pro ahead of the WWDC onslaught... https://spyglass.org/m4-ipad-pro-thoughts/

2024-06-07 18:14:57

Perhaps less obvious now, but will be in hindsight: Human value won’t be driven to zero, human creativity will be prized even more and sought out. Sold at a premium.
(⭕️ Inner Ring Column ⭕️) https://spyglass.org/ai-content-elevates-human-value/

2024-06-05 15:51:32

NVIDIA about to hit $3T market cap. 📈
https://media.me.dm/media_attachments/files/112/564/809/754/010/828/original/272bbe86d18dfcef.jpeg

2024-06-05 14:29:04

Guesses on the price? https://www.nytimes.com/2024/06/05/business/family-dollar-dollar-tree-sale.html

2024-06-04 15:07:43

How will it all shake out? Probably similar to the way Netflix vs. HBO did. Which is to say, completely different than the way anyone thought.
(Yesterday's ⭕️Inner Ring⭕️ column): https://spyglass.org/nvidia-intel-ai-bet/

2024-06-04 10:15:27

I'm sorry, Instagram, you're not allowed to hijack this user interaction in this way. It's one thing to delay a tap, it's another to halt a scroll. It's a UX bridge too far. https://spyglass.org/cut-the-bullshit-instagram/

2024-06-03 16:50:13

And so they have to continue to partner with a partner with which they’re increasingly at odds. While that partner also partners with other partners which will put the two sides even more at odds. It’s all quite odd. ⭕️🔒
https://spyglass.org/openai-microsoft-ai/

2024-06-03 13:05:47

I'm annoyed I had to write this post. I'm going to buy a gorilla. https://spyglass.org/im-a-qualcomm-pc/

2024-05-30 16:00:38

As we’ve learned time and time again throughout the history of technology, it’s not good enough to have the best technology, you need to make it sing. AI is no different. Nor is Apple. 🍎⭕️🔒 https://spyglass.org/apple-ai/

2024-05-29 15:49:13

It's all still improving too fast for anyone to have a good enough grasp of the current state of the art to actually make compelling use-cases (and products) that will last beyond a demo at worst and a few months at best. 🤖⭕️🔒 https://spyglass.org/ai-hype/

2024-05-14 22:18:51

It's insulting to this truly great, poignant ending. It's insulting to humanity. Send.
https://spyglass.org/a-movie-script-ending/

2024-05-10 18:43:42

I counted 20 different permutations of Disney's potential streaming bundles so far. And I'm sure I'm missing some. And I'm more sure there are a lot more to come... https://spyglass.org/disney-streaming-bundle/

2024-05-09 15:11:54

We have to let go of this notion that for Apple to win... Apple has to do what it would have done 20 years ago.
New iPad looks great -- but also a bit ridiculous. Bending over backwards to make a touch laptop without making a touch Mac. (Inner Ring ⭕️) https://spyglass.org/the-ipad-macbook-pro/

2024-05-08 09:21:40

Currently banned on Threads. No idea why. So, hello.

2024-05-01 18:44:26

Apple messed up with the timing of the Vision Pro launch. They should have let it bake for another year. Consumers, developers, and even Apple would have benefitted. https://spyglass.org/vision-pro-launch-disaster/

2024-04-28 18:42:21

Free idea for Apple to announce any would-be AI partnership at WWDC. Just think back 15 years... Boom. https://spyglass.org/apple-openai-iphone/

2024-04-23 13:10:11

Sort of fun/interesting what was and *wasn't* surfaced in the survey of media consumption at the Trump trial... https://spyglass.org/modern-news-consumption-trump/

2024-03-26 20:31:33

Apple's perhaps not totally out of touch with their dug-in positions around App Store policies in the face of immense regulatory pressure. They *need* the Services revenue to keep growing. It's the only meaningful element of the business that still is... https://spyglass.org/apple-antitrust-fight/

2024-03-14 15:50:12

Obviously very unlikely, but what if Apple did just say "C Ya" to the EU... https://spyglass.org/apple-eu/

2024-02-06 19:00:40

After an awful start out of the gate, I've been impressed by Bluesky's recent updates. It shall move up to position 4 in the 17 social media sites I need to update with the same content to reach the same audience since Xitter shit the bed.

2024-01-25 20:09:06

Apple Introduces Sweeping App Store Changes to Ensure the Status Quo is Maintained

2023-07-01 06:22:44

Just amazing. Every link blog that links to tweets now just link to a dumb interstitial (unless you happen to be logged in to Twitter on that particular browser — which, if you’re using, say, an RSS reader, you’re not. Or coming from elsewhere, you’re not).
Stupid. Stupid. Stupid.
Slack embeds: broken. iMessage embeds: broken. Tweets now insanely less viral and thus, valued.
So fucking stupid.

2023-05-07 00:17:32

“What gives you opportunities is other people doing dumb things. In the 58 years we’ve been running Berkshire, I’d say there has been a great increase in the number of people doing dumb things.” https://www.wsj.com/articles/berkshire-hathaway-kicks-off-annual-meeting-with-big-jump-in-earnings-42db7581

2023-05-02 16:46:32

Clever girl. (Dems stealthily created random shell bill months ago, knowing feckless and captured McCarthy was likely to push the country to the brink…) https://www.nytimes.com/2023/05/02/us/politics/debt-limit-discharge-petition.html