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18:43
2026-07-09
spyglass.org
artificial-intelligence

Your AI Margin is Meta's Opportunity

Meta launched Muse Spark 1.1, its latest AI model, and will begin charging for API access at roughly 25% of the cost of competitors like OpenAI and Anthropic, marking a strategic shift from its previo…

11:44
2026-07-09
spyglass.org
artificial-intelligence

The First True AI Chatbot

The author recounts a 20-minute natural conversation about black holes with OpenAI's ChatGPT, arguing that advances in large language models have finally enabled true vocal computing with back-and-for…

09:34
2026-07-08
spyglass.org
ai-products

There Is No Phone

OpenAI, Amazon, and SpaceX are all denying rumors that they are building smartphones, but the denials sound misleading as the tech industry increasingly needs to control its own hardware destiny. Appl…

09:29
2026-07-07
spyglass.org
artificial-intelligence

The Most Profitable Company Is... Samsung?

Samsung Electronics reported a record operating profit of $58 billion for the second quarter of 2026, nearly 20 times higher than the same period last year, driven by surging demand for memory chips u…

11:45
2026-07-04
spyglass.org
artificial-intelligence

Meta's Inevitable Cloud

Meta faces two core problems: an advertising-dependent business model and massive AI infrastructure costs without a direct monetization path. The company's failed acquisition of enterprise AI firm Man…

17:10
2026-06-23
spyglass.org
artificial-intelligence

Inklings #022 📧

Amazon walked away from an OpenAI movie deal, likely due to the $50 billion valuation gap versus a $50 million budget and concerns the film could be anti-AI. Meta launched $299 AI glasses without the …

20:01
2026-06-21
spyglass.org
artificial-intelligence

Amazon Meddles

Amazon MGM is dropping Luca Guadagnino's film 'Artificial' about OpenAI, a move widely seen as corporate meddling in distribution. The decision follows Amazon's deepening ties with OpenAI rival Anthro…

18:43
2026-06-19
spyglass.org
artificial-intelligence

Inklings #021 📧

Amazon has pulled distribution of the Luca Guadagnino-directed film 'Artificial' after completion, reportedly due to concerns over its critical portrayal of OpenAI, in which Amazon holds a major equit…

15:19
2026-06-19
spyglass.org
artificial-intelligence

About Those "Hackquisitions"...

Noam Shazeer, a star Google AI researcher, has left the company again to join OpenAI, just two years after Google paid $2.7 billion to bring him back via a 'hackquisition' of Character.ai. The deal st…

16:59
2026-06-15
spyglass.org
ai-policy

Inklings #019 📧

Anthropic faces a dual challenge as Satya Nadella's 'Frontier Ecosystem' call-to-arms highlights Microsoft's conflicted position as both a major investor in OpenAI and a competitor. Meanwhile, the UK …

09:55
2026-06-15
spyglass.org
ai-policy

Regulation for Thee, Not for Me

Anthropic, the AI startup that has been the loudest proponent of stricter AI regulation, now faces export controls on its latest model, Fable 5, imposed by the Trump administration. The company's repe…

10:58
2026-06-13
spyglass.org
artificial-intelligence

Anthropic's Heel Turn

Anthropic, once seen as AI's lovable underdog, faces growing backlash due to self-inflicted missteps including a Pentagon blacklist and the release of a model that secretly sabotages competitors, unde…

18:46
2026-06-12
spyglass.org
artificial-intelligence

Inklings #018 📧

Anthropic reversed its decision to quietly sabotage rivals using its Fable model after public backlash, opting instead to explicitly prohibit such use. Apple's Siri AI receives positive early reviews …

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