Technology writer of Spyglass, a newsletter about technology and media. Previously a reporter at TechCrunch and an investor at GV.
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5 of M.G. Siegler's claims fit 5 mental models. Most often: Design is how it works, Lock-in and switching costs, Moats.
Judge a design by what it does for the person using it, not only by how it looks.
Their wordsBut none can do what Apple does on the software front, reimagining how such a device should be used.
People stay with what they would not choose again because leaving costs more than staying; watch who sets that cost.
Their wordsI'm not sure they fully understood that it wasn't really about juicing their numbers, but about churn prevention.
What protects a business is whatever a rival cannot copy, and that is rarely the software.
Their wordsBut as workflows move more agentic - i.e. you want to use AI to take more actual actions - the advantage quickly shifts towards Meta.
Ask "and then what?": follow a decision past its first effect to the ones that come after.
Their wordsThe great un-bundling of cable was always going to lead to a re-bundling of streaming. It's simply too expensive and too chaotic without a more central hub.
Every model, word or plan is a simplified map of reality; useful when its structure matches, misleading when mistaken for the thing itself.
Their wordsAward shows remain mostly silly and subjective, but they're an interesting directional proxy for power in the various industries