Netflix Clearly Remains Movie Theater Curious Even without Warner Bros, they're going to become a theatrical player...

No Warner Bros? No problem for Netflix given their newly found movie theater religion, as expected... spyglass.org/netflix-movi...

The AI Battle For You Face 📧 OpenAI's Path to $100B Ad Biz • DoJ/Old Media vs. NFL/Big Tech • MacBook Neo Lighting Fires • Project Hail Mary's Future • Amazon's Not So Crazy CapEx • OpenAI Sweating Anthropic • Meta's Max Headroom...

🗂️ Spyglass Dossier
📅 April 13, 2026

• OpenAI's Path to $100B in Ads
• DoJ vs. NFL
• MacBook Neo Lighting Fires
• Hail Mary's Future
• Amazon's Not So Crazy CapEx
• Sweating Anthropic
• Meta's Max Headroom
• 'iPhone Fold' as 'iPhone Ultra'

spyglass.org/dossier-003-...

Meta’s Recurring Apple Nightmare With smartglasses, Apple is once again entering Meta's turf. Wielding a familiar weapon: the iPhone...

Fresh off fending off Apple in VR, Meta now will face the familiar foe in Smartglasses. And the smaller product should be a bigger battle. Because this is all about AI. And the iPhone... [⭕️🔒] spyglass.org/meta-apple-s...

Serious About Computing? You Should Build Your Own AI. A chat about OpenAI's drama vs Anthropic's surge, Apple's approach with Siri, and Meta's big picture misses...

"People who are really serious about computing should make their own AI." spyglass.org/serious-abou...

'Project Hail Mary' as a Sign of the Times What if technology isn't going to destroy the future, but might save it?

What if... technology and the future plays out similarly to how it has played out in the past? That is, there’s a period of disruption as the world digests change and then… the world is *better* for it?

Maybe even saved by it? spyglass.org/project-hail...

Bring Your Own Wolverine 📧 AI at Work vs. Home • The Hunt for Satoshi • Mythos In Your Inbox • The Box Office Is "Back" • Meta's New AI • OpenAI's Defensiveness • Stargate Stumbles • Anthropic's Compute Crunch

🗂️ Spyglass Dossier
📅 April 10, 2026

• AI at Work vs. Home
• The Hunt for Satoshi
• Mythos In Your Inbox
• The Box Office Is "Back"
• Meta's New AI
• OpenAI's Defensiveness
• Stargate Stumbles
• Anthropic's Compute Crunch

spyglass.org/dossier-002-...

BYOAI Might the AI you use at home be the one you use at work?

The Potential 'Bring Your Own AI' Future spyglass.org/bring-your-o...

Meta Sets the Table with Table Stakes AI 'Muse Spark' sparks the stock, but mainly through imagination...

'Muse Spark' sparks the stock, but mainly through imagination... spyglass.org/meta-muse-sp...

The Casual Catastrophe of AI Can the sheer scale of compute fix the world before it breaks it?

Claude Mythos seems less about "superintelligence", and more about intelligence itself scaled in a way that humanity could never hope to achieve. And that's largely the story of AI to date. And quantum to come. spyglass.org/claude-mytho...

Meta's "Open"-ish New AI Models Sure feels like the same proprietary playbook everyone else follows...

"Open" AI models from Meta, soon with 100% larger quotation marks. spyglass.org/meta-open-is...

Spyglass Aloud An audio feed for Spyglass columns...

An audio feed for Spyglass columns... spyglass.org/spyglass-alo...

Dossier #001 – Go Blue 📧 OpenAI's "Super App" • OpenAI's Leadership Shuffle • YouTube Leans Back • Outlook in Space • Apple at 50 • OpenAI's Internal IPO Tension • OpenAI's Industrial Policy • Cursor's Claude Code & Codex Com...

🗂️ Dossier
📅 April 6, 2026

• OpenAI's "Super App"
• OpenAI's Leadership Shuffle
• YouTube Leans Back
• Outlook in Space
• Apple at 50
• OpenAI's Internal IPO Tension
• OpenAI's Industrial Policy
• Cursor's Claude Code & Codex Competitor

spyglass.org/dossier-001-...

A Conversion to Apple How a PC kid became an Apple fanatic over the course of the company's 50 years...

These devices were thoughtfully designed. A joy to use. They were everything a PC was not... spyglass.org/a-conversion...

OpenAI's Soft Power Play Will TBPN help them change the conversation around AI?

OpenAI hasn't like what was being said, so with TBPN, they're aiming to change the conversation around AI... spyglass.org/openai-tbpn-...

The Netflix Football League Amazon + Globalstar? • OpenAI's Round • Microsoft's AI Pickle • Microsoft's New AI Models • SpaceX IPO • Can He-Man?

🔭 Afterthoughts...
📆 April 2, 2026

• Amazon + Globalstar?
• OpenAI's Round
• Microsoft's AI Pickle
• Microsoft's New AI Models
• SpaceX IPO
• Can He-Man?

thoughts.spyglass.org/p/the-netfli...

The NFL Will Bleed Cable Dry Before Tech Takes Over TV Amazon, Apple, ESPN, Netflix, and YouTube will clearly eventually control the NFL rights...

Depending how these new negotiations go, we're looking at a world, perhaps in a decade, but at most two, where the NFL games are on Amazon, Apple, ESPN, Netflix, and YouTube. All of them. spyglass.org/nfl-netflix-...

The Fall in the House of Sora Fall of Sora • ChatGPT Apps • xAI Founders • Project Hail Box Office • OpenAI/Anthropic Beef • 2076 iPhone • Chromebooks in School Backlash

🔭 Afterthoughts...
📅 March 30, 2026

• Fall of Sora
• ChatGPT Apps
• xAI Founders
• Project Hail Box Office
• OpenAI/Anthropic Beef
• 2076 iPhone
• Chromebooks in School Backlash

thoughts.spyglass.org/p/the-fall-i...

The 70 Year Old iPhone Will the device still be central in 2076?

Will the iPhone still be around in 2076? What about 2126? Or 3026? spyglass.org/the-70-year-...

Techlash 2: The Return Apple Opens Siri • Meta Churns • DeepMind History • RIP Mac Pro • Colbert's 'Lord of the Rings' • Siri App • RIP Sora

🔭 Afterthoughts...
📅 March 27, 2026

• Apple Opens Siri
• Meta Churns
• DeepMind History
• RIP Mac Pro
• Colbert's 'Lord of the Rings'
• Siri App
• RIP Sora

thoughts.spyglass.org/p/techlash-2...

Big Techbacco The growing risk that these companies are viewed as a cancer...

Here we are, at the dawn of yet another "techlash". But this one could be far larger because the fallout from yesterday is running right into the fears for tomorrow... spyglass.org/big-techbacco/

Google Isn't Lazy, It's Timid. As It Sadly Must Be. Provocative soundbites aside, it's obvious why Google isn't OpenAI...

Back in 2024, it was pretty clear why Google was "missing" AI, at least from a product perspective.

Much to their credit, they recognized this, got bold, and turned it around... [⭕️🔓 from August 2024] spyglass.org/google-isnt-...

So Long, Sora An OpenAI Code Red? More like a Code Dead...

Code Red? More like a Code Dead. spyglass.org/sora-loser/

Apple Realizes There Should Be An App For That Siri Edition

Now that they’re moving past their chatbot (and app) reluctance, Apple have a chance to do AI right...

(I'm serious!) spyglass.org/apple-siri-a...

Metaverse, Chrous, Metaverse Gemini's Comeback • AI Choice Screens • Apple Maps Ads • Prediction Market Tests • Microsoft's Ai2 Bet • ARM Chips • Windows Slop • Steve Jobs on the iBook • VW Scout

🔭 Afterthoughts...
📅 March 24, 2026

• Gemini's Comeback
• AI Choice Screens
• Apple Maps Ads
• Prediction Market Test
• Microsoft's Ai2 Bet
• ARM Chips
• Windows Slop
• Steve Jobs on the iBook
• VW Scout

thoughts.spyglass.org/p/metaverse-...

Before MacBook Neo, There Was iBook 27 years ago, Steve Jobs celebrated Apple completing "the quadrant"...

"We’re the last people in this business that give a shit about making great computers." spyglass.org/made-apple-g...

Meta Keeps Missing Encryption? No. Crypto? No. VR? No. Open models? No. AI? Not so far. Agents? Nothing yet. AR? We'll see...

It's not just VR. It's well, pretty much everything. Dating back years. Meta keeps swinging and missing... [⭕️🔒]
spyglass.org/meta-many-be...

Meta's March to Make the iPhone 'The Thing That Gets Us to the Thing' The company will build anything and everything to end the smartphone era...

For Meta, it was now existential: smartphones could not be the thing, *they had to be the thing that gets us to the thing*.

And they needed to be the first to that next thing, costs be damned... [⭕️🔓 from January 2025] spyglass.org/the-iphone-i...

Microsoft's Awkward AI There's a Copilot for that...

Who could have foreseen Microsoft having issues with Copilot? Except, well, everyone... [🔓 from October 2024] spyglass.org/microsofts-a...

Microsoft Got Sloppy with Windows At perhaps the exact wrong moment with AI and the MacBook Neo...

Microsoft obviously thought that AI would be the future of Windows. Then it all went to shit. Now they have to rip that shit out. spyglass.org/microslop-wi...

Hail Hail Throwing Money at AI • Microsoft's Many Copilots • OpenAI's Odyssey • Super ChatGPT • Super Gemini • Jensen Selling • TikTok Payola • No TriFold • Dune 3!

🔭 Afterthoughts...
📅 March 20, 2026

• Throwing Money at AI
• Microsoft's Many Copilots
• OpenAI's Odyssey
• Super ChatGPT
• Super Gemini
• Jensen Selling
• TikTok Payola
• No TriFold
• Dune 3!