I’m M.G. Siegler. I’m a writer and investor. Currently, I run Spyglass, a site where I write about technology, media, and a range of other topics. I also invest, alongside my wife through Sequin, our family office.
Previously, I spent the last decade-plus as a general partner at GV, where I led over fifty investments in a wide range of technology startups. Before that, I was a founding partner at CrunchFund (now called Tuesday Ventures). You can find a full list of investments over time here.
Before becoming a VC, I was a technology reporter for a number of years at TechCrunch and VentureBeat before that. Prior to that, I was a front-end web developer. And way back when, I worked in Hollywood, trying my hand at screenwriting amongst other less glamorous endeavors.
Recent Writing
The AI Chaos Ladder
Where do the leaders in AI fall?
spyglass.org
YouTube Hands the Best Acquisition Oscar to Netflix
With YouTube poaching The Academy Awards, it sure feels like Netflix is going to be allowed to buy Warner Bros now...
spyglass.org
Conflicts & Interests in AI
*Of course* Amazon is investing in OpenAI, next up...
spyglass.org
Congrats Regulators, You Killed Roomba
Actually, you just put a Chinese robot in every home...
spyglass.org
The Grand Netflix Hollywood Unification Theory
Warner Bros/HBO is phase one of Netflix's bigger play here...
spyglass.org
Recent Newsletters
Signal: End of the 2025 Line 📧
TikTok Signs • Waymo $100B • OpenAI $830B • FIFA's Netflix Game • Yann Lecun Raising • Paramount Rejected Again • CoreWeave Scale • Buzzing the Watertower
spyglass.org
Signal: Grabbing the Popcorn 📧
Anthropic's TPU Buy • GPT-5.2 • Apple's 'HomePad' • Top 2025 Apps • Data Centers in Space • 5D Chess vs. Tiddlywinks • Deal Swag
spyglass.org
Signal: Streaming Time is a Flat Circle 📧
Meta & World Models • EU Strikes Back • Disney's CEO Race • Michael Burry's Blog • Anthropic's Shots at OpenAI • OpenAI's Spend
spyglass.org
Socials
