M.G. Siegler's avatar

M.G. Siegler

@mgsiegler.com

1733 followers 123 following 158 posts

Writer of spyglass.org
Investor in some companies you've heard of (and many you haven't)
Traveler with 👩🏻 & 👧🏼👶🏼
#GoBlue 〽️🍻


M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Not yours, of course. But also maybe yours. (⭕️🔒Last Week's Inner Ring Column🔒⭕️)

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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?

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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🏴󠁧󠁢󠁥󠁮󠁧󠁿⚽️

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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?

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Every single post right now is either the Economist cover of Biden's Presidential Seal walker or Zuck in tux wakeboarding with a beer and the American flag. Two Americas. 🇺🇸

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Lol everything about this, but mainly the image. Perfect. 🇪🇺📰😞

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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The perfect deal heading into July 4th. A saga that spans decades and will never end. 🍿🇺🇸

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Microsoft must in part see this as letting the fox into the henhouse. The very expensive henhouse built with Microsoft's money!

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Stop me if you've heard this one before...

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Reposted by M.G. Siegler

Andrew Nusca's avatar Andrew Nusca @nusca.bsky.social
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Grateful for @mgsiegler.com’s smart look back on my 2017 profile of Nvidia CEO Jensen Huang for @fortune.com, and for Barry Ritholtz’s newsletter nod to it this morning. It was a delight to report + write and I think about it often now that AI is inescapable. spyglass.org/the-envy-of-...

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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 🔒⭕️)

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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This is how America ends. Not with a bang, but with two old men whimpering on a debate stage.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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I tried, I really did. I just can’t do app tinting on iOS 18. Pretty hideous.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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🏴󠁧󠁢󠁥󠁮󠁧󠁿⚽️ #EURo2024

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Some of the features will launch a lot closer to *WWDC 2025*...

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Rhetoric from all sides aside, I don't think Apple pulling their AI features from the EU is good for anyone. For the EU. For Apple. For EU citizens. For the rest of us.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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.)

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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I'm reminded of Coca-Cola Classic. Safe Superintelligence sounds a lot like 'OpenAI Original'.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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 💰⭕️)

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Who finishes the day in first?

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Might Apple's AI maneuver signal the start of a new period where the focus fully shifts to useful products being built on top of all of this new technology? (⭕️💰 Inner Ring Members Post 💰⭕️)

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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The third episode of ‘The Acolyte’ is rough. I don’t know what’s worse: if they’re trying to write like George Lucas in the prequels or they’re not trying to do that.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Now it's like the 1940s again up in here...

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Nearly four years ago...🍿📽️

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Looking back 13 years ago at the launch of Siri with the iPhone 4S. Lots of strange parallels...

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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First time getting to write the title as a podcast guest. @kantrowitz.bsky.social and I chat all things “Apple Intelligence” post-WWDC keynote on Big Technology pod. 🤖🍎🗣️

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Fool me once, shame on you. Fool me for 13 straight years... shame on Siri.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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🤨

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Some quick, initial thoughts on Apple's don't-call-it-AI #WWDC24 keynote.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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A few final thoughts ahead of #WWDC24 on how Apple might position and productize the AI partnerships (think: more OpenAI and less ChatGPT)...

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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"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...

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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 ⭕️)

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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At least 20% of articles on The Verge in recent months seem to be about Lego sets. Which I'm fully in favor of.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Apple and NVIDIA didn't quite have the "I'd shut it down and give the money back to the shareholders" beef, but they had beef, nonetheless. Which makes today's milestone more fun.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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NVIDIA about to hit $3T market cap. 📈

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Guesses on the price?

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Testing typing from the Clicks keyboard.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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Watching the UK PM debate, which is sort of like the US Presidential debate except it features fewer convicted felons and the candidates are 40 years younger.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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):

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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That's a common norm, dating to television (and even radio, in a way). (Also, you can pay to get out of it, with YT, at least.) Hijacking a scroll on a phone is very different, as discussed.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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.

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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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. ⭕️🔒

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M.G. Siegler's avatar M.G. Siegler @mgsiegler.com
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I'm annoyed I had to write this post. I'm going to buy a gorilla.

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