Microsoft clearly believes is the beginning of the AI Austerity Era and is positioning themselves, and Copilot, accordingly... [⭕️🔒] spyglass.org/microsoft-co...
Microsoft's Many Aborted AI Takeoffs with Copilot
Can Microsoft win by selling pick-your-own model and data sovereignty in an AI Austerity Era?
spyglass.org
OpenAI shows some receipts in an attempt to show up Apple in their lawsuit. But Apple would like to see a lot more (via legal discovery). spyglass.org/openai-vs-ap...
OpenAI Shows Some Receipts
But will publishing these specific messages be enough to stop Apple's real goal here: legal discovery?..
spyglass.org
What if we almost accidentally trip into RSI and advancements go not just exponential but hyperbolic? spyglass.org/what-if-anth...
What if Anthropic is Right?
What if we're dangerously close to tripping into oblivion?
spyglass.org
So what we're really celebrating here is that things are more expensive with time. That includes milk. That includes movie tickets. Congrats, everyone. spyglass.org/spider-man-b...
Hollywood's Brand New Day?
Predictably awesome box office results also require caveats galore...
spyglass.org
'The Bear' goes out with taste. Not all shows are so well prepared... spyglass.org/the-bear-end...
Sticking the Landing
'The Bear' did it, many others have not...
spyglass.org
Microsoft has ended up with a way to make it *look* like they're being mindful while not actually changing their spend! Rather brilliant. spyglass.org/the-capex-tw...
The CapEx Two-Step
Microsoft's masterful management of CapExpectations...
spyglass.org
To help alleviate the pricing pain, you can subscribe to Apple hardware. spyglass.org/apple-as-a-s...
'Apple as a Service' At Last
Not quite 'iPhone Prime' but also, almost!
spyglass.org
It sure looks like Comcast is selling Peacock to YouTube without actually selling Peacock to YouTube... spyglass.org/youtube-plus...
YouTube "Hackquires" Peacock
A rather brilliant move, perhaps on both sides! Sorry, Netflix.
spyglass.org
I don't know why it's going around again this week other than it's summer time and it's awesome. spyglass.org/ian-fleming-...
The Ideal Writing Day (At Least to Write a Spy Novel)
Ian Fleming was on to something...
spyglass.org
Is the AI industry rallying around open weight models now impossible (for Anthropic and the US government) to ignore? spyglass.org/open-weight-...
Thoughts on "Open" Models
The open letter on open weights feels familiar yet different...
spyglass.org
Even just the past 10 days within AI news is so intertwined and convoluted that it makes the Marvel Cinematic Universe look like a quaint, cohesive narrative... spyglass.org/open-vs-clos...
How to Lose AI in 10 Days
Open vs. Closed. US vs. China. Big Tech vs. Big AI. Oh my...
spyglass.org
Yeah, this is Highlander, not chat apps, Google. There can be only one. spyglass.org/google-gemin...
Google (Again) Clearly Needs to Unite Their AI Clans
Um, where is Gemini 3.5 Pro?
spyglass.org
OpenAI heard you liked chat in your ChatGPT... spyglass.org/chatgpt-brin...
OpenAI Makes ChatGPT ChatGPT Again
Still far from perfect, but less of a complete and utter mess...
spyglass.org
It now feels a bit like Netflix is akin to basic cable. It's something everyone has to have, but no one really loves anymore. spyglass.org/netflix-vs-y...
Can Netflix Become (More Like) YouTube Faster Than...
YouTube is poised to unify the streaming championship belts...
spyglass.org
I can't help but wonder how much overlap there is between whatever OpenAI is trying to do with this first device and what Apple is doing within their labs... spyglass.org/openai-chat-...
OpenAI’s Chat Robot
What can Apple say about a device designed for vocal AI?
spyglass.org
Let this be a lesson to us all: never email. spyglass.org/apple-hopes-...
Apple's Email Found OpenAI Well
Well, not well. But it seemingly still found their inbox...
spyglass.org
If Apple is this focused on ramping up AI capabilities for their chips, it is fair to wonder if this won't be yet another huge advantage the company has in the future thanks to Apple Silicon... spyglass.org/apple-ai-chi...
Apple Going All-In on AI Chips
Might they too challenge NVIDIA one day, at least on inference?
spyglass.org
OpenAI's best path may be to figure out if there's a way to get Apple to settle here quickly. And that may be tough. spyglass.org/apple-v-open...
Reading Between the Apple v. OpenAI Lawsuit Lines
This is clearly about more than one or two people...
spyglass.org
A chat about AI Super Apps, Apple's AI position, and World Cup VAR spyglass.org/super-apps-l...
Super Apps Last All Summer Long
A chat about AI Super Apps, Apple's AI position, and World Cup VAR
spyglass.org
Potential damages aside, this could sidetrack OpenAI's hardware aspirations for months, if not years. Possibly forever. spyglass.org/apple-vs-ope...
Apple Goes for OpenAI's Jugular
If their lawsuit is successful, that ChatGPT device may be no more...
spyglass.org
OpenAI took the straightforward and wonderfully simple ChatGPT app and made a mess. spyglass.org/chatgpt-gets...
The ChatGPT "Super App" Sort of Super Sucks
Even if it's ultimately the right call, the new Mac app is a mess...
spyglass.org
In a way, it's more like "your lack of an underlying business to support your AI build out is my opportunity". spyglass.org/meta-ai-clou...
Your AI Margin is Meta's Opportunity
Mark Zuckerberg comes out swinging with an AI business model and low-low prices
spyglass.org
We're here now. Machines all around us can hear now. We can talk to them. And they can talk back. About anything. spyglass.org/gpt-live/
The First True AI Chatbot
As in, actually chatting. As in, with voice.
spyglass.org
No one is building a new smartphone just like Apple wasn't building a flip phone in 2007. spyglass.org/there-is-no-...
There Is No Phone
OpenAI is not building a phone. Amazon is not building a phone. And now SpaceX is not building a phone. Are you sensing a trend? The trend is that basically the entire tech industry is rumored to onc...
spyglass.org
Samsung's operating profit jumped almost *20x* year-on-year to $58B. In 2023, their operating profit was $5B *for the entire year*. spyglass.org/samsung-prof...
The Most Profitable Company Is... Samsung?
The chip business pushes them past Apple – and even NVIDIA!
spyglass.org
Netflix remains the sort of fall-back must-have option, but it's increasingly seen as filler content. It's sort of like basic cable versus the premium cable of old. spyglass.org/netflix-bing...
Netflix Needs a New Shakeup
Outflanked by YouTube, they need a true focus on engagement...
spyglass.org
Meta has a problem. Well, two of them, actually. 'Meta Cloud' potentially solves both. spyglass.org/meta-cloud/
Meta's Inevitable Cloud
Their need to diversify the business meets the AI build out concerns...
spyglass.org
Meta's clearly automated banning system on WhatsApp is bullshit. But even bullshittier is not telling anyone trying to message you that you'll never see the message. spyglass.org/whatsapp-ban/
Meta, Be Better
Getting banned on WhatsApp is both bullshit and a real problem.
spyglass.org
The company can't stop cutting itself in two, but who is buying? Netflix? SpaceX?! spyglass.org/comcast-nbc-...
Comcast is Unbundling... Comcast
The company can't stop cutting itself in two, but who is buying? Netflix? SpaceX?!
spyglass.org
