Spyglass Spiral | M.G. Siegler | Substack
Click to read Spyglass Spiral, by M.G. Siegler, a Substack publication.
Signal: Meta's $800 Question - by M.G. Siegle - Spyglass
Sep 16, 2025 · The wristband should be enough to get early adopters to try it, but it's probably going to be the AI that really needs to seal the deal with the broader public. And is Meta's AI …
Meta's Cash Cannons - by M.G. Siegler - Spyglass Spiral
Jul 3, 2025 · It feels like we’re all getting a bit lost in the smoke of Meta’s incredible cash cannons being fired at AI talent right now. The fact of the matter is that their largest offers have yet to …
The AI Comp Equations - by M.G. Siegler - Spyglass Spiral
Jul 18, 2025 · With Meta's mega offers continuing to make their way through the market, the one thing I'm most interested by is if this will actually reset/change the overall market.
Meta Reframes Their Reality - spyglass.org
Sep 18, 2025 · The obvious concern would be that this isn't necessarily because it will be glasses, but instead because glasses is where Meta is seeing success at the moment. Again, we're …
Spyglass
Two AI Roads Diverged... "Hey, There's a Bubble." How Low Will Apple Go? Anthropic's Big Tech Strategy Deepens... The Mysterious "New Ideas" for AI Data Center Build Outs... OpenAI …
Manus: The Hands of AI Fate
15 hours ago · Meta is closing the deal at more than $2 billion, according to people familiar with the acquisition. Manus was seeking a fresh round of fundraising with a valuation of $2 billion …