Notices by M.G. Siegler (mgs@me.dm), page 2

The biggest part of the music equation was Steve Jobs' ability to convince the record labels to hand over the keys and to let Apple drive. Someone needs to do this with all these streaming services, pronto. https://spyglass.org/itunes-for-streaming/

Like my title. Really like my URL. Love my "worldwide revenue" quip. But the sub-head is next-level, if I do say so myself, as Thierry Breton might. https://spyglass.org/red-red-whine/

Some thoughts from last week on the very early, very very limited, and very very very Apple beta roll-out of their AI features... https://spyglass.org/apple-ai-is-here-kinda/

For the past several months we’ve seen so many people make asses of themselves on a daily basis. It’s almost like it’s compounding... [🔒⭕️ Inner Ring ⭕️🔒] https://spyglass.org/never-tweet-your-heroes/

Overall, it's a full-throated and compelling case that Zuckerberg makes for open source AI being the way forward. Oh yeah, and wow what a shot at Apple. https://spyglass.org/zuckerberg-llama-open-source-ai/

The term is "momentum investing" and it's the opposite of being a contrarian https://spyglass.org/vcs-for-trump/

Timing-wise, there's no real reason for Microsoft to leave OpenAI's board after just eight months unless it was being used as a bargaining chip or to try to avoid more regulatory scrutiny. And, I think in this case, both things are true. https://spyglass.org/openai-board-apple-microsoft/

It has been a few hours here in London, when do the men wearing fur, face paint, and horns show up to see about the government transition?

Microsoft must in part see this as letting the fox into the henhouse. The very expensive henhouse built with Microsoft's money! https://spyglass.org/apple-openai-board/

Apple's um, model, for AI would seem to suit what Microsoft aims to do in consumer. Can they copy it on the fly?

(⭕️💰 Inner Ring Column 💰⭕️)

https://spyglass.org/microsoft-intelligence-apple/

Nearly four years ago...🍿📽️ https://500ish.com/its-time-for-the-movie-studios-to-step-in-to-save-the-movie-theaters-9de38e26670c

Now it's like the 1940s again up in here... https://variety.com/2024/film/news/sony-pictures-buys-alamo-drafthouse-cinemas-1236035292/

Some 2024 thoughts https://spyglass.org/sony-dont-fuck-this-up/

Looking back 13 years ago at the launch of Siri with the iPhone 4S. Lots of strange parallels... https://spyglass.org/siri-generations/

Fool me once, shame on you.
Fool me for 13 straight years... shame on Siri.

https://spyglass.org/this-is-the-year-of-siri/

Some quick, initial thoughts on Apple's don't-call-it-AI #WWDC24 keynote. https://spyglass.org/apple-intelligence/

A few final thoughts ahead of #WWDC24 on how Apple might position and productize the AI partnerships (think: more OpenAI and less ChatGPT)... https://spyglass.org/siri-openai-chatgpt-apple/

"Hey... I just wanted to take another look at you."

Finally jotted down some thoughts on the M4 iPad Pro ahead of the WWDC onslaught... https://spyglass.org/m4-ipad-pro-thoughts/

Perhaps less obvious now, but will be in hindsight: Human value won’t be driven to zero, human creativity will be prized even more and sought out. Sold at a premium.

(⭕️ Inner Ring Column ⭕️) https://spyglass.org/ai-content-elevates-human-value/

How will it all shake out? Probably similar to the way Netflix vs. HBO did. Which is to say, completely different than the way anyone thought.

(Yesterday's ⭕️Inner Ring⭕️ column): https://spyglass.org/nvidia-intel-ai-bet/