Looks like that big Netflix bid for Warner Brothers isnât gonna go smoothly as Paramount launching a hostile counter-bid. Weâve got a full-on executive suite crisis at Apple. SpaceX could IPO next year. And more data on how AI usage is evolving.
Paramount Skydance launches hostile bid for WBD âto finish what we started,â CEO Ellison tells CNBC (CNBC)
Trump Warns Netflix-Warner Deal May Pose Antitrust âProblemâ (Bloomberg)
Netflix and the Hollywood End Game (Stratechery)
Apple Rocked by Executive Departures, With Chip Chief at Risk of Leaving Next (Bloomberg)
Meta acquires AI-wearables startup Limitless (Reuters)
SpaceX in Talks for $800 Billion Valuation Ahead of Potential 2026 IPO (WSJ)
An Empirical 100 Trillion Token Study with OpenRouter (OpenRouter)
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22:04
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22:04
The Albanian Army Wins!
Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBDâs studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready for a slew of insider trading controversies in our prediction market world.
Netflix agrees $83bn takeover of Warner Bros Discovery (FT)
New York Times Sues A.I. Start-Up Perplexity Over Use of Copyrighted Work (NYTimes)
X hit with $140 million EU fine for breaching content rules, TikTok settles (Reuters)
Apple Departures Point to Challenges for iPhoneâs Dominance (WSJ)
Chatbots are now rivaling social networks as a core layer of internet infrastructure (The Decoder)
Alleged Insider Nets $1 Million On Polymarket In 24 Hours (Forbes)
Weekend Longreads Suggestions:
18,000 Reasons Itâs So Hard to Build a Chip Factory in America (NYTimes)
In Arizona Desert, Taiwanese Families Create Community and Build a Factor (NYTimes)
A Growing U.S. Tech Hub Needs Workers. Colleges Try to Keep Up. (NYTimes)
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22:32
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22:32
Meta To Abandon The Metaverse?
On the one hand, Meta poached Appleâs design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon about to abandon your mailman? And why Dario Amodei is playing a blinder right now.
Apple Design Executive Alan Dye Poached by Meta in Major Coup (Bloomberg)
Metaâs Zuckerberg Plans Deep Cuts for Metaverse Efforts (Bloomberg)
Amazon explores building its own delivery network to replace USPS deal (Washington Post)
Anthropic CEO Says Some Tech Firms Too Risky With AI Spending (Bloomberg)
Harvey, a Maker of A.I. Legal Software, Raises New Funds (NYTimes)
Redditâs CEO says r/popular âsucks,â and itâs going away (The Verge)
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21:52
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21:52
Not Great, Bob!
We might soon have the first big IPO of the AI era, and it doesnât look like it will be OpenAI. Amazon takes another few swings at Nvidiaâs dominance. Proof positive that self driving cars really are significantly safer. And the disastrous 4k upscaling of Mad Men.
Anthropic taps IPO lawyers as it races OpenAI to go public (FT)
Amazonâs Custom Chips Pose Another Threat to Nvidia (WSJ)
Amazon Has New Frontier AI Modelsâand a Way for Customers to Build Their Own (Wired)
AWS puts Kiro and other AI agents to work on truly autonomous software development (SiliconANGLE)
The Data on Self-Driving Cars Is Clear. We Have to Change Course. (NYTimes)
Microsoft Lowers AI Software Growth Targets as Customers Resist Newer Products (The Information)
The âMad Menâ 4K Stream on HBO Max Had So Many Problems (Not All of Which Involved a Barf Machine) (THR)
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21:10
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21:10
Sam Altman Declares A âCode Redâ
Sam Altman declares a âCode Redâ for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Googleâs ascendency in AI? Samsung announces but does not launch a tri-fold phone. And Ben Thompson weighs in on the obsession of the day.
OpenAI CEO Declares âCode Redâ to Combat Threats to ChatGPT, Delays Ads Effort (The Information)
Apple AI Chief John Giannandrea Retiring After Siri Delays (MacRumors)
Samsungâs Z TriFold is official and it looks like a tablet with a phone attached (The Verge)
Google, Nvidia, and OpenAI (Stratechery)
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