MG Siegler

London

Blogger, 500ish at Freelance

Writer turned investor turned investor who writes. On the road with @msquinn 👩🏻 & 👧🏼👶🏼 #GoBlue 〽️🍻

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Articles

Whittling Down Apple's Big AI M&A Options

5 days ago | spyglass.org | M.G. Siegler |MG Siegler

In his newsletter this week, Mark Gurman throws out the following eight names for would-be M&A for Apple with regard to AI: OpenAI Anthropic Perplexity Thinking Machine Labs Cohere Sierra Databricks Mistral I'll just point out that last March, I made the case for four of five such companies: Anthropic Perplexity Mistral Safe Superintelligence Thinking Machine Labs I'm biased, but my list is still better all these months later (and that's even though I should be biased in the other way, since...
Pixar Peters Out

6 days ago | spyglass.org | M.G. Siegler |MG Siegler

With ‘Elio,’ Pixar Has Its Worst Box Office Opening Ever The original space adventure sold about $21 million in tickets at domestic theaters from Thursday night through Sunday, putting new pressure on the once-unstoppable studio. The tracking was not looking good for this movie, but this is bad, really bad:But the turnout for “Elio” was worse — much worse — than even Pixar had expected.
Apple Ponders Perplexity

1 week ago | spyglass.org | M.G. Siegler |MG Siegler

Apple Executives Have Held Internal Talks About Buying AI Startup PerplexityApple Inc. executives have held internal discussions about potentially bidding for artificial intelligence startup Perplexity AI, seeking to address the need for more AI talent and technology. Well, well, well:Apple Inc. executives have held internal discussions about potentially bidding for artificial intelligence startup Perplexity AI, seeking to address the need for more AI talent and technology.
Meta Hackquires a VC Fund

1 week ago | spyglass.org | M.G. Siegler |MG Siegler

Meta in Talks to Hire AI Investors Nat Friedman and Daniel Gross And Partially Buy Out Their Venture Fund... Kalley Huang and Cory Weinberg Meta may have been late to the "hackquisition" market, but give them credit, they're innovating fast. Last week, the Scale AI deal sort of redefined the market by making every "hackquisition" before it look more like a "hackquihire" by comparison.
Does Emo AI Dream of Mundane Tasks?

1 week ago | spyglass.org | M.G. Siegler |MG Siegler

Lo! A mythical beast! An Alexa+ review! In the wild! And it's in The New York Times no less! Okay, technically it's in Wirecutter. And technically it's just a preview. And there have been a couple of these trickling out ever so slowly. And Amazon now says that over a million people have access to the service. But, well, only a few such articles have appeared.
You the User

1 week ago | spyglass.org | M.G. Siegler |MG Siegler

Advertising isn't just the disruption of aesthetics, the insults to your intelligence and the interruption of your train of thought. At every company that sells ads, a significant portion of their engineering team spends their day tuning data mining, writing better code to collect all your personal data, upgrading the servers that hold all the data and making sure it's all being logged and collated and sliced and packaged and shipped out...
Netflix Really Is TV Now

1 week ago | spyglass.org | M.G. Siegler |MG Siegler

Netflix strikes landmark deal with France’s TF1 to show traditional TVDeal will be closely watched by broadcasters, who are losing millions of viewers to streaming giantsWave the white flag. Throw in the towel. It's over for linear TV. Netflix has struck a landmark deal to show linear TV for the first time with French TV network TF1, as traditional broadcasters struggle with changing viewing habits and fierce competition from streaming giants.
Dial 'T1' for Triumph

1 week ago | spyglass.org | M.G. Siegler |MG Siegler

The Trump Mobile T1 Phone looks both bad and impossibleIt’s supposedly made in the USA, cheap, and coming this fall. I doubt it all. Look, the design of this phone is amazing. It's perfect. No notes. Is it real? These are details that simply do not matter. When you're gifted the vision of a phone that looks to be a wood grain painted yellow but called "gold", you say "yes". Is the 'T' meant to evoke the T-Mobile 'T', which happens to be a carrier partner for the Trump Mobile MVNO?
OpenAI and Microsoft Risk Open War

1 week ago | spyglass.org | M.G. Siegler |MG Siegler

OpenAI and Microsoft Tensions Are Reaching a Boiling Point The startup, growing frustrated with its partner, has discussed making antitrust complaints to regulators It has been a minute since we last had an update on the continued infighting between Microsoft and OpenAI. Which is to say, it has been a month. So how are things going? Not great, Microsoft Bob. Tensions between OpenAI and Microsoft over the future of their famed AI partnership are flaring up.
Big Journalism Is Finally Losing... It

1 week ago | spyglass.org | M.G. Siegler |MG Siegler

Big Tech Is Finally Losing A technology landscape we deserve is finally within reach. There are many ongoing investigations into Big Tech™ and Julia Angwin is excited:It’s easy to miss it amid the nonstop avalanche of news, but we are on the cusp of a technology revolution — one that could usher in an entirely new information landscape. Technology revolution? New information landscape? That sounds great! It's also not going to happen. At least not in the way Angwin envisions.