1+ hour, 52+ min ago   (384+ words) AI's Perception Problems'spyglass.org Meanwhile, The Chaos Ladder " where the various players in AI stand ranging from relatively stable to chaotic " saw a lot of movement in 2025. Meta and Apple reset their teams. Amazon reset their tech. Microsoft reset their…...

1+ day, 2+ hour ago   (307+ words) OpenAI Transfers Their Drama IP to Thinking Machines Lab'spyglass.org My god, the drama! We would seem to have a literal he said/she said situation here. Though it seems neither hard nor a stretch to connect the dots that…...

3+ day, 18+ hour ago   (302+ words) No surprise, but now it's official: This makes it sound as if Apple won't run Gemini straight-up, but instead will use Gemini to train (distill?) their own foundational models. Unless those models are really just a white-labeled version of Gemini,…...

6+ day, 1+ hour ago   (305+ words) As the CEO of a major streaming player, you'd think Anthony Wood would rather not get Hollywood all riled up. Maybe he's taking a page out of Ted Sarandos' former playbook? The bigger question is if there will be an…...

6+ day, 20+ hour ago   (141+ words) Just six months later, those numbers had changed drastically, so I checked back in on those valuations. At the end of August, that $200B aggregate valuation was past $400B. And with OpenAI's updated valuation, we were right around $1T in combined value. Given…...

1+ week, 2+ day ago   (486+ words) Microsoft's Would-Have-Been $30B "Hackquisition" of OpenAI'spyglass.org I've long thought that the Inflection deal structure, and thus, the "hackquisition", was born out of a deal Microsoft nearly had to execute under duress. In November 2023, OpenAI's board ousted CEO Sam Altman and…...

1+ week, 3+ day ago   (307+ words) Microsoft 365 XP Copilot 3.11 for Workgroups Office 2024 app'spyglass.org Undoubtedly knowing my longstanding love of all things Microsoft branding, several people pinged me about the notion that the company was seemingly rebranding 'Office' to 'Microsoft 365 Copilot app'. Yes, seriously, the main…...

1+ week, 3+ day ago   (686+ words) Signal: Decidedly Not Live from CES... "spyglass.org The Spyglass Signal is a newsletter featuring links and commentary from M.G. Siegler on timely topics found around the web. " OpenAI Latest App Store Attempt " Rolfe Winkler tried to use some of the…...

2+ week, 3+ day ago   (1020+ words) 2025 Predictions Revisited'spyglass.org My first prediction " the one I was probably most confident in! " is the one that absolutely did not happen. To be fair, I do believe that Apple bought up some AI talent, but I was also clearly…...

4+ mon, 1+ week ago   (312+ words) $1.5 billion. With a 'b'. And not for "book". Holy shit that's a lot of money. Sure, if Anthropic lost such a case they could have been liable for more money. Maybe a trillion dollars! But come on, we've all seen…...