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Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve 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 ‘to finish what we started,’ CEO Ellison tells CNBC (CNB…
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Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s 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 …
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On the one hand, Meta poached Apple’s 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 (Bloo…
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We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s 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) Amazon’s Custom Chips…
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Sam Altman declares a “Code Red” 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 Google’s 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 ‘Code Red’ to …
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While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn’t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction. Runway rolls out new AI video model that beats Google, Op…
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I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helping startup Gilt Group, and her current role as the managing partner of the VC firm BBG Ventures. But, holy how. Susan also launched and oversaw the go…
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Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition. And for reasons I’ll explain, the Weekend Longreads Suggestions. Trump aims to boost AI innovation, build platform to harness government data (Reuter…
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Now Anthropic says it’s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidia answers a question people weren’t asking. And is Google soaring because they also might be able to go after Nvidia’s chip throne? Anthropic introduces cheaper, more powerful, more efficient Opus 4.5…
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What sort of a world do we live in if you can’t be sure where an X account comes from? Google isn’t out of the woods yet when it comes to antitrust. Insurers still don’t want to touch AI. Let me tell you about “AI grooming.” And we might be running out of capacity for specific types of chips. X’s messy About This Account rollout has caused utter ch…
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