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M.G. Siegler

@mgs@me.dm
mastodon 4.5.18
  • Open on me.dm

Writer turned investor turned investor who writes.

4073 Followers
110 Following
17 Posts
Joined March 06, 2023
Spyglass:
https://spyglass.org
Blog:
https://mgs.blog
Open post
M.G. Siegler @mgs@me.dm
· 5mo ago
Replying to
(Yes, they're on track to spend *less* on CapEx this year than they did five years ago...) https://spyglass.org/apple-crazy-capex/
Apple's Binary Bet
Spyglass

Apple's Binary Bet

As Big Tech keeps ramping CapEx, Apple stays the same...

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Open post
M.G. Siegler @mgs@me.dm
· 5mo ago
Boosted by @tchambers@indieweb.social
Some thoughts on a lot of Ts: Tim, Ternus, Timing, Transition, Tariffs, Trump... https://spyglass.org/tim-cook-steps-down-as-ceo-of-apple/
A Cook's Tour
Spyglass

A Cook's Tour

Tim Cook steps down as CEO of Apple as John Ternus steps up...

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

RE: @Techmeme@techhub.social

Yeah, not having an actual Siri app never made any sense to me. Glad we won't have to wait for iOS 28 after Apple was proven wrong here... https://spyglass.org/my-2026-iphone-homescreen/

techhub.social

Techmeme: "Sources: Apple's plans for a Siri reboot include …" - TechHub

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

RE: @Techmeme@techhub.social

Took two whole weeks. https://spyglass.org/openclaw-versus-closed-claude/

techhub.social
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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

Some thoughts on the MacBook Neo... https://spyglass.org/macbook-neo-thoughts/

Actually, MacBook Neo Is For Me
Spyglass

Actually, MacBook Neo Is For Me

I didn't expect to, but I'm keeping it...

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

RE: @Techmeme@techhub.social

Well, so much for Bob Iger's last deal I guess!

techhub.social

Techmeme: "OpenAI plans to discontinue the app for its Sora …" - TechHub

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

Sweet 1️⃣6️⃣ #GoBlue 〽️🏀

me.dm

me.dm by Medium.com

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

AI will say it understands, because those are words it understands, but it will not actually understand. Perhaps because it hasn't lived. It doesn't have the memories forged in the real world that subconsciously alter the way an image makes you *feel*. https://spyglass.org/ai-taste/

Tasty AI
Spyglass

Tasty AI

Is AI "taste" a quixotic task?

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

This wasn't about a turnaround, this was about putting great products into the world. The turnaround was a byproduct of that... https://spyglass.org/made-apple-great-again/

Before MacBook Neo, There Was iBook
Spyglass

Before MacBook Neo, There Was iBook

27 years ago, Steve Jobs celebrated Apple completing "the quadrant"...

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

This, from June 2024, right after 'Apple Intelligence' was first unveiled, seems to hold up well... https://spyglass.org/apple-ai-chatbot/

AI is the Feature, Apple Makes the Products
Spyglass

AI is the Feature, Apple Makes the Products

But also: what if Apple *does* need a ChatGPT-like product?

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

RE: @Techmeme@techhub.social

Yes, this is all about making the iPhone "the thing that gets us to the thing" when it still clearly remains the thing, which remains a problem for anyone but Apple... https://spyglass.org/the-iphone-is-the-thing/

techhub.social

Techmeme: "Reality Labs lost $80B+, but it still makes all o…" - TechHub

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

WTF. #GoBlue 🏀〽️

me.dm

me.dm by Medium.com

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

RE: @Techmeme@techhub.social

Reading Techmeme's rewritten Verge headline about Google rewriting Verge headlines...

techhub.social

Techmeme: "Google is running a "small" experiment replacing …" - TechHub

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Open post
M.G. Siegler @mgs@me.dm
· 6mo ago

"DO YOU HEAR THAT WALL STREET? ONE TRILLION." Love, Jensen. https://spyglass.org/the-ai-inference-inflection-point/

Jensen in the Arena
Spyglass

Jensen in the Arena

The 'Token King' enters the Age of Inference...

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Open post
M.G. Siegler @mgs@me.dm
· 11mo ago

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. 🫧 https://spyglass.org/ai-bubble/

"Hey, There's a Bubble."
Spyglass

"Hey, There's a Bubble."

Yes, it's a bubble. Yes, that may be a good thing. Yes, it will hurt.

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Open post
M.G. Siegler @mgs@me.dm
· 3d ago
Boosted by @tchambers@indieweb.social
RE: https://techhub.social/@Techmeme/117383924713149623 Hard to say. Hard to look at. Just plain generic gibberish. It's like if Microsoft was allowed to name other companies not just their own products.
Open quoted post
Quoting
Techmeme
@Techmeme@techhub.social
In an X reply, Elon Musk says that SpaceX will rename its AI unit SpaceXAI to SpaceXSI, following Trump's push to replace "artificial" intelligence with "super" (Chandni Shah/Reuters) https://www.reuters.com/business/media-telecom/musk-says-he-will-rename-spacexai-spacexsi-2026-10-04/ http://www.techmeme.com/261004/p14#a261004p14
Open quoted post
techhub.social

Techmeme: "In an X reply, Elon Musk says that SpaceX will re…" - TechHub

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