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VOICE ARCHIVE

M.G. Siegler

@mgsiegler.com
84 posts
2026-03-09
If you can't beat em, cobrand em.  [embedded post]
2026-03-09 View on X
Microsoft 365 Blog

Microsoft launches Copilot Cowork, integrating Anthropic's Claude Cowork tech into Microsoft 365 Copilot and using Work IQ to ground its actions in work data

AUDIENCE  —  Try Microsoft 365 Copilot  —  Available on desktop and mobile devices  —  If you have used Copilot …

If you can't beat em, cobrand em.  [embedded post]
2026-03-09 View on X
Bloomberg

Microsoft launches E7, which bundles Office tools and Copilot, for $99/user/month, a 65% jump; of its 450M+ business users in January, ~3% also paid for Copilot

Microsoft Corp. is launching a new bundle of workplace software with the aim of getting more people to use its artificial intelligence tools for the office.

2026-02-27
Per last week, this was always the endgame.  But unclear what Netflix will do now.  They should probably walk at this point - there's too much negativity and nonsense.  Take the $3B and be rid of the headache.  But... they already talked themselves into it... spyglass.org/netflix-call... …
2026-02-27 View on X
CNBC

Netflix walks away from a deal to buy WBD's studio and streaming assets after WBD deemed Paramount's $31/share bid to be superior; NFLX jumps 8%+

Netflix is walking away from a deal to buy Warner Bros. Discovery's studio and streaming assets after the WBD board on Thursday deemed …

2026-02-24
From almost exactly two years ago, I think this pretty much nailed the disastrous strategy that would unfold...  [embedded post]
2026-02-24 View on X
The Verge

Sources: some Xbox staffers say they are relieved that Sarah Bond is leaving, after she led a pivot away from the console with the “Xbox everywhere” strategy

2026-02-23
From almost exactly two years ago, I think this pretty much nailed the disastrous strategy that would unfold...  [embedded post]
2026-02-23 View on X
The Verge

Sources: some Xbox staffers say they are relieved that Sarah Bond is leaving, after she led a pivot away from the console with the “Xbox everywhere” strategy

Microsoft has a new gaming CEO who wants to bring Xbox back from the brink. … Xbox fans had been anticipating the retirement …

2026-02-21
From last October, the writing was clearly on the wall.  Or the gamer forums. spyglass.org/signal-apple...  [embedded post]
2026-02-21 View on X
CNBC

Phil Spencer will retire after 38 years at Microsoft; Asha Sharma, the president of product in Microsoft's Core AI business, will become the CEO of gaming

Microsoft's head of gaming, Phil Spencer, is leaving the software maker following a 38-year tenure, as the company's Xbox business faces increased challenges.

2026-02-18
Strange that these stories appear each year in the winter months then vanish as summer approaches...  [embedded post]
2026-02-18 View on X
Bloomberg

Palantir moves its HQ from Denver to Miami, as the city's leadership aims to turn it into the next Silicon Valley, with backing of billionaires like Ken Griffin

2026-02-17
Strange that these stories appear each year in the winter months then vanish as summer approaches...  [embedded post]
2026-02-17 View on X
Bloomberg

Palantir moves its HQ from Denver to Miami, as the city's leadership aims to turn it into the next Silicon Valley, with backing of billionaires like Ken Griffin

Palantir Technologies Inc. said it's moved its headquarters to Miami from Denver as more tech firms seek to base themselves …

2026-02-04
Still sort of strange since they told everyone that they were planning on investing “up to” $100B in OpenAI's $100B funding from NVIDIA.  [embedded post]
2026-02-04 View on X
Bloomberg

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B round; both CEOs publicly said they remain committed to working together

Nvidia Corp. is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round, according to people familiar with the matter, marking the chipmaker's single big...

2026-02-02
Meta clearly believes they need to be at the cutting-edge of AI right now.  Apple clearly believes they can outsource the cutting-edge right now and wait and see how it develops.  —  We'll all get to watch which bet was right and which was wrong in real time!
2026-02-02 View on X
Bloomberg

Sources: Apple's executives question if it has the right ingredients to win the AI era, new MacBook Pros are coming, and Apple mulls a clamshell foldable iPhone

Apple's blockbuster holiday quarter was impressive — but it shouldn't give cover to avoid an AI reckoning.

Meta clearly believes they need to be at the cutting-edge of AI right now.  Apple clearly believes they can outsource the cutting-edge right now and wait and see how it develops.  —  We'll all get to watch which bet was right and which was wrong in real time!
2026-02-02 View on X
Wall Street Journal

AI companies are outbidding Apple, long dominant in the electronics supply chain, for chips, memory, glass fiber, and more, as suppliers gain leverage on prices

Parts for iPhones to cost more owing to surging demand from AI companies  —  Apple has dominated the electronics supply chain for years.

2026-01-31
Yeah words and *wording* matter... spyglass.org/nvidia-inten...  [embedded post]
2026-01-31 View on X
Wall Street Journal

Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal

Nvidia CEO Jensen Huang has privately played down likelihood original deal will be finalized, although the two companies will continue to have a close collaboration

Yeah words and *wording* matter... spyglass.org/nvidia-inten...  [embedded post]
2026-01-31 View on X
Bloomberg

Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled

Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …

2026-01-22
Yeah, no surprise they're not focusing on the clicks - that's the mechanism ChatGPT disrupted!  CPM is the easy/obvious thing to start/test with for a massive user base, but is unlikely to be the answer here either... spyglass.org/openai-ads-i...  [embedded post]
2026-01-22 View on X
The Information

Sources: OpenAI has begun offering its chatbot ads to dozens of advertisers, initially charging based on ad view, not ad click, asking for <$1M in commitments

2026-01-21
Yeah, no surprise they're not focusing on the clicks - that's the mechanism ChatGPT disrupted!  CPM is the easy/obvious thing to start/test with for a massive user base, but is unlikely to be the answer here either... spyglass.org/openai-ads-i...  [embedded post]
2026-01-21 View on X
Sources

Demis Hassabis says Google doesn't have “any plans” for ads in Gemini and, regarding OpenAI testing ads, says “maybe they feel they need to make more revenue”

During our convo in Davos, Demis Hassabis and I chatted about ads in AI, Google's new deal with Apple, humanoids, and Gemini 4.

Yeah, no surprise they're not focusing on the clicks - that's the mechanism ChatGPT disrupted!  CPM is the easy/obvious thing to start/test with for a massive user base, but is unlikely to be the answer here either... spyglass.org/openai-ads-i...  [embedded post]
2026-01-21 View on X
The Information

Sources: OpenAI has begun offering its chatbot ads to dozens of advertisers, initially charging based on ad view, not ad click, asking for <$1M in commitments

The Information:NEW

2025-12-28
Maybe Groq's chips are legit, maybe they not, or maybe they're not *yet*, but even $20B is a relatively - for NVIDIA - small price to pay to effectively lock this team and tech up.  Some last-minute Christmas shopping for Jensen Huang...
2025-12-28 View on X
Spyglass

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips

M.G. Siegler / Spyglass :

Maybe Groq's chips are legit, maybe they not, or maybe they're not *yet*, but even $20B is a relatively - for NVIDIA - small price to pay to effectively lock this team and tech up.  Some last-minute Christmas shopping for Jensen Huang...
2025-12-28 View on X
@gavinsbaker

As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads

Nvidia is buying Groq for two reasons imo. 1) Inference is disaggregating into prefill and decode.

2025-12-27
Maybe Groq's chips are legit, maybe they not, or maybe they're not *yet*, but even $20B is a relatively - for NVIDIA - small price to pay to effectively lock this team and tech up.  Some last-minute Christmas shopping for Jensen Huang...
2025-12-27 View on X
Spyglass

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips

Twas the night before Christmas and all through the house, not a creature was stirring, not even a... wait.  What's that?

2025-12-19
Oh cool, what's TMTG?  —  Oh.  —  OH.  [embedded post]
2025-12-19 View on X
Financial Times

Trump Media agrees to merge with Google-backed fusion energy company TAE in a $6B deal and build the “world's first utility-scale fusion power plant” in 2026

NOTE: Our Forums and CMS and RSS were nixed when our host updated Perl … Liz Hoffman / Semafor : America is becoming the world's dumb money Dominic Preston / The Verge : Trump Medi...