iiinova — where your digital self keeps evolving

Nailed the first two (in July 2024). How about 3 for 3: call the (eventually obviously unified) HBO Max + Paramount+... Showtime! spyglass.org/skydance-par...

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M.G. Siegler @mgsiegler.com · 30/09/2026

Yeah, 1 out of 2 so far… spyglass.org/you-can-see-...

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M.G. Siegler @mgsiegler.com · 28/09/2026

Last December… Manus may not have worked out (for other, unrelated geopolitical reasons!) but the die was cast… spyglass.org/meta-manus-d...

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M.G. Siegler @mgsiegler.com · 26/09/2026

Apropos of nothing, last year’s final prediction for 2026… spyglass.org/10-big-predi...

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M.G. Siegler @mgsiegler.com · 21/09/2026

While half the lineup obviously got shifted to next spring, and the macro issues pushed the lower-end prices $100, these upper-end pricing predictions from March 2025 look pretty good! spyglass.org/iphone-air-i...

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M.G. Siegler @mgsiegler.com · 21/09/2026

Quite pleased with this zinger... spyglass.org/thoughts-on-...

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M.G. Siegler @mgsiegler.com · 14/09/2026

This now feels quaint from just a month ago, pondering the possibility of “pacing”… spyglass.org/ai-frontier-...

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M.G. Siegler @mgsiegler.com · 12/09/2026

Shocking, I know. #GoBlue 〽️🏈

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M.G. Siegler @mgsiegler.com · 09/09/2026

Yeah, this is similar to the average selling price (ASP) with iPhones. IMAX and other "premium" formats are skewing the numbers (which are naturally not normalized for inflation either). From a couple weeks ago: spyglass.org/thoughts-on-...

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M.G. Siegler @mgsiegler.com · 09/09/2026

Narrative nightmare going well, I see. From yesterday: spyglass.org/thoughts-on-...

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M.G. Siegler @mgsiegler.com · 04/09/2026

My new favorite AI summarization prompt:

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M.G. Siegler @mgsiegler.com · 01/09/2026

The wolves are leading the call to stop other animals from attacking the henhouse! spyglass.org/metas-poke-o...

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M.G. Siegler @mgsiegler.com · 25/08/2026

Then again, a year ago... spyglass.org/expensive-st...

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M.G. Siegler @mgsiegler.com · 25/08/2026

It's happening. Two years ago... spyglass.org/itunes-for-s...

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M.G. Siegler @mgsiegler.com · 24/08/2026

Love the headline order here. Sorry, Jed, you can’t out-disgrace the Browns.

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M.G. Siegler @mgsiegler.com · 23/08/2026

Couple months back, as Fable 5 was launching... spyglass.org/ai-overkill/

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M.G. Siegler @mgsiegler.com · 12/08/2026

This is better than the first one but also still not perfect. Dark version looks like a marble or solar eclipse. Light version just looks literally disjointed. Also the background still has the old logo?

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M.G. Siegler @mgsiegler.com · 07/08/2026

Open weight AI models in the streets, making bank in the sheets...

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M.G. Siegler @mgsiegler.com · 05/08/2026

It would seem to boil down to this... spyglass.org/openai-vs-ap...

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M.G. Siegler @mgsiegler.com · 27/07/2026

Sort of had an, um, inkling this might happen, from last month… spyglass.org/inklings-hac...

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M.G. Siegler @mgsiegler.com · 27/07/2026

Yeah this was always clearly a huge aspect of the investment, which seemingly spooked NVIDIA investors, so the company backtracked. Now it’s maybe more obfuscated? spyglass.org/nvidia-opena...

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M.G. Siegler @mgsiegler.com · 23/07/2026

Beyond pointing out the ironically bizarre song choice, why is their ad repeating avatars over and over again? It's obvious enough that your eye catches it beyond freeze-framing it. Just a total, weird self-own. Again. techcrunch.com/2026/07/23/m...

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M.G. Siegler @mgsiegler.com · 17/07/2026

I had put in all the legwork too, watching the prequel. (Which yes, obviously not as good. Though also has aged fairly well. Stacked cast there too...) 😞

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M.G. Siegler @mgsiegler.com · 15/07/2026

He’s the best player ever. But he’s especially the best player ever because everyone *knows* this strategy. They know where he’s going to be. It doesn’t matter.

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M.G. Siegler @mgsiegler.com · 15/07/2026

Deliveroo getting into the prediction market? 🏴󠁧󠁢󠁥󠁮󠁧󠁿⚽️

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M.G. Siegler @mgsiegler.com · 14/07/2026

Pretty good guess from May 2025... spyglass.org/the-anti-iph...

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M.G. Siegler @mgsiegler.com · 14/07/2026

Seems like a good, reasonable proposal – though slightly odd to conclude with an allusion to a famous refrain from... The Terminator franchise?!

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M.G. Siegler @mgsiegler.com · 10/07/2026

Just about a month ago, when it was rumored that *OpenAI* might sue Apple... spyglass.org/openai-picks...

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M.G. Siegler @mgsiegler.com · 10/07/2026

Fun to read about a new startup on @techcrunch.com and see they're using @spyglass.org to showcase how their service works. Real full circle moment. techcrunch.com/2026/07/10/a...

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M.G. Siegler @mgsiegler.com · 09/07/2026

Yes and yes. And I bet the binge model becomes far less sacrosanct too... spyglass.org/netflix-bing... spyglass.org/expensive-st... spyglass.org/inklings-hac...

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M.G. Siegler @mgsiegler.com · 07/07/2026

This timeline is so bonkers. 😳⚽️

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M.G. Siegler @mgsiegler.com · 06/07/2026

Uh, almost out of nowhere, Apple is on the verge of overtaking NVIDIA as the most valuable company again.

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M.G. Siegler @mgsiegler.com · 06/07/2026

Funny to read this post now from September 2025 as it ended up being just *seven months* before OpenAI raised... $122B. spyglass.org/openai-spend...

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M.G. Siegler @mgsiegler.com · 01/07/2026

The best 4th sequel since Fast 5.

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M.G. Siegler @mgsiegler.com · 01/07/2026

Simpsons did it. May 2025 (well before xAI and SpaceX merged, of course): spyglass.org/apple-starli...

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M.G. Siegler @mgsiegler.com · 01/07/2026

And also predicting the eventual narrative before that, last December spyglass.org/meta-manus-d...

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M.G. Siegler @mgsiegler.com · 01/07/2026

But actually, a far more direct hit before that in January... thoughts.spyglass.org/i/184471593/...

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M.G. Siegler @mgsiegler.com · 01/07/2026

Always inevitable, but xAI-as-Neocloud just made it an imperative with Wall Street. From back in early April: spyglass.org/meta-muse-sp...

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M.G. Siegler @mgsiegler.com · 25/06/2026

Some mild Meta Llama 4 vibes here? 🦙 spyglass.org/inklings-ama...

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M.G. Siegler @mgsiegler.com · 24/06/2026

Microsoft's latest sort of awkward AI positioning pivot seems to be all about trying to get ahead of customer model diversification and cost desires... spyglass.org/inklings-ama...

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M.G. Siegler @mgsiegler.com · 22/06/2026

It increasingly feels like Netflix and YouTube are on a collision course to be the main hub/UI of streaming – and not just for their content, for *all* content. spyglass.org/inklings-hac...

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M.G. Siegler @mgsiegler.com · 21/06/2026

The Scarlet Letter of meddling is now firmly affixed to Amazon MGM... spyglass.org/inklings-hac...

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M.G. Siegler @mgsiegler.com · 19/06/2026

Why is this Siri different from all others? Finally admitting technical debt defeat... ('Old Siri' was holding back 'New Siri' obviously.) spyglass.org/inklings-sna...

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M.G. Siegler @mgsiegler.com · 19/06/2026

Wild to consider the sales ramifications if the iPhone suddenly starts to be $100 or even $200 more expensive. Do more sit this cycle out? Or opt for the older models? And what does that mean for (the more advanced) Siri AI given the RAM requirements? spyglass.org/inklings-sna...

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M.G. Siegler @mgsiegler.com · 18/06/2026

From a month ago... spyglass.org/inklings-the...

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M.G. Siegler @mgsiegler.com · 17/06/2026

No one likes a 'Nanny State' but, when it can actually help the kids where the tech companies clearly cannot... spyglass.org/inklings-as-...

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M.G. Siegler @mgsiegler.com · 16/06/2026

Fox Box spyglass.org/inklings-as-...

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M.G. Siegler @mgsiegler.com · 16/06/2026

No conflict, no interest. spyglass.org/inklings-as-...

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