Begun, the Sora celebrity influx has... spyglass.org/sora-celebriti…

Maybe the plus in 'Apple TV+' died so 'HomePod TV' could live? spyglass.org/apple-tv-plus-…

🔭Spyglass Signal 📆 October 15, 2025 • Spotify & Netflix Gun for YouTube • Eddy Cue on Hollywood Goals • Stolen iPhones • ChatGPT Bringing Sexy Back • Apple's Robotic Update • Stargate Competitor Buys Data Center Company • A Tim Cook Labubu! spyglass.org/signal-an-m5-s…

How do you like them apples, Apple? spyglass.org/apple-ai-talen…

I actually don't think even these companies think the math works right now. Of course it doesn't! But the bet is that it will. And that these deals will look insanely cheap in hindsight. But there are risks. Boy are there risks... spyglass.org/openai-rising-…

Just about a year ago, then doubling down last Feb... 🏎️ spyglass.org/netflix-f1-rac…

Lmaoooooooo IM CRYINNNGGGG

Better when they get the seemingly inevitable red card with 5 mins to go... ⚽️🧧

While the stats looked like 2023, the key was almost the inversion (thanks undoubtedly to the Haynes injury), letting Underwood cook to unchain Marshall. They got the top QB recruit in the country for a reason. Shouldn’t apologize for that. #GoBlue 〽️🏈

To put the $140M/yr deal into perspective, Apple brings in that much revenue in about 3 hours. Which is, incidentally, the maximum allotted time for an F1 race. 🏎️🏁💰📺🍎

🔭Spyglass Signal 📆 October 20, 2025 • Apple & F1 • Karpathy on Dwarkesh Pod • Xitter Rethinks Links • Meta's Private Capital AI Play • iPhone Air Sales • Cue's Streaming Content Critique spyglass.org/signal-lego-he…

A toe-dip deal before a formal bundle to combat YouTube?... spyglass.org/spotify-netfli…

Perhaps not previously reported, but previously surmised... wsj.com/tech/ai/sam-al… spyglass.org/openai-rising-…

Just realized I wrote this exactly two weeks before the $100B NVIDIA announcement. spyglass.org/openai-spend-c…

OpenAI’s ambitions have scaled it to an “AGI or Bust” scenario. Which would be fine, perhaps even laudable in ways, except that the entire economy may now be along for the ride… spyglass.org/agi-or-bust/