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M.G. Siegler

mgs@me.dm

<p>Writer turned investor turned investor who writes.</p>

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    RE: https://techhub.social/@Techmeme/117383924713149623 Hard to say. Hard to look at. Just plain generic gibberish. It&#39;s like if Microsoft was allowed to name other companies not just their own products.

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    &amp;quot;That&amp;#39;s what I love about Apple, man. Their Big Tech peers go crazy on CapEx, they stay in the same range...&amp;quot;

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    Some thoughts on a lot of Ts: Tim, Ternus, Timing, Transition, Tariffs, Trump... https://spyglass.org/tim-cook-steps-down-as-ceo-of-apple/

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    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/

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    AI will say it understands, because those are words it understands, but it will not actually understand. Perhaps because it hasn&amp;#39;t lived. It doesn&amp;#39;t have the memories forged in the real world that subconsciously alter the way an image makes you *feel*. https://spyglass.org/ai-taste/

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    &amp;quot;DO YOU HEAR THAT WALL STREET? ONE TRILLION.&amp;quot; Love, Jensen. https://spyglass.org/the-ai-inference-inflection-point/

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    RE: https://techhub.social/@Techmeme/116262102959307572 Reading Techmeme&amp;#39;s rewritten Verge headline about Google rewriting Verge headlines...

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    Some thoughts on the MacBook Neo... https://spyglass.org/macbook-neo-thoughts/

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    WTF. #GoBlue 🏀〽️

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    Sweet 1️⃣6️⃣ #GoBlue 〽️🏀

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    RE: https://techhub.social/@Techmeme/116275900514298891 Yes, this is all about making the iPhone &amp;quot;the thing that gets us to the thing&amp;quot; when it still clearly remains the thing, which remains a problem for anyone but Apple... https://spyglass.org/the-iphone-is-the-thing/

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    RE: https://techhub.social/@Techmeme/116280796434893102 Took two whole weeks. https://spyglass.org/openclaw-versus-closed-claude/

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    RE: https://techhub.social/@Techmeme/116285700181367987 Yeah, not having an actual Siri app never made any sense to me. Glad we won&amp;#39;t have to wait for iOS 28 after Apple was proven wrong here... https://spyglass.org/my-2026-iphone-homescreen/

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    RE: https://techhub.social/@Techmeme/116285931784301726 Well, so much for Bob Iger&amp;#39;s last deal I guess!

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    This, from June 2024, right after &amp;#39;Apple Intelligence&amp;#39; was first unveiled, seems to hold up well... https://spyglass.org/apple-ai-chatbot/

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    This wasn&amp;#39;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/