M.G. Siegler
mastodon 4.5.18Writer turned investor turned investor who writes.
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/
Well, so much for Bob Iger's last deal I guess!
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/
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/
This, from June 2024, right after 'Apple Intelligence' was first unveiled, seems to hold up well... https://spyglass.org/apple-ai-chatbot/
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/
Reading Techmeme's rewritten Verge headline about Google rewriting Verge headlines...
"DO YOU HEAR THAT WALL STREET? ONE TRILLION." Love, Jensen. https://spyglass.org/the-ai-inference-inflection-point/
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/







