Internet/e-commerce

Sources: Ted Sarandos met with Trump in November, arguing that Netflix wasn't a monopoly; Sarandos agreed with Trump that WBD should sell to the highest bidder (www.bloomberg.com)
6 days ago Trump Netflix

India's Tata Electronics signs up Intel as the first prospective client for its upcoming chip facilities; Tata is investing ~$14B to build in Gujarat and Assam (www.reuters.com)
7 days ago India Intel

IBM agrees to acquire data streaming software maker Confluent for ~$11B, above its ~$8B market value as of its December 5 close, paying $31 per share (www.wsj.com)
7 days ago IBM

Netflix changed movie distribution and its executives now think that licensing shows leaves money on the table; YouTube may help Netflix's WBD antitrust case (stratechery.com)
7 days ago YouTube Netflix

The EU says Meta agreed to make changes to its “pay or consent” model in the EU, including ad-lite Instagram and Facebook versions, but “the case is not closed” (www.ft.com)
7 days ago Facebook Instagram

‘Catastrophic outcomes' could accompany rise of advanced AI – Google DeepMind CEO (www.rt.com)
7 days ago Google AI

Google says Gemini 3 Pro sets new vision AI benchmark records, including in complex visual reasoning, beating Claude Opus 4.5 and GPT-5.1 in some categories (blog.google)
7 days ago Google AI

Sources: IBM is in advanced talks to buy data streaming software maker Confluent for ~$11B, above its market value of ~$8B as of December 5 close (www.wsj.com)
7 days ago IBM

President Trump says Netflix's planned acquisition of WBD will have “to go through a process”, as it would create an entity with “a lot of market share” (www.bloomberg.com)
7 days ago Trump Netflix

Sources: Ted Sarandos met with President Trump in November, and both agreed WBD should go to the highest bidder; Sarandos argued that Netflix wasn't a monopoly (www.bloomberg.com)
7 days ago Trump Netflix

Is Netflix Trying to Buy Warner Bros. or Kill It? (entertainment.slashdot.org)
7 days ago Netflix

Essential AI, whose CEO co-wrote Google's Attention Is All You Need paper, unveils Rnj-1, an 8B-parameter open model with SWE-bench performance close to GPT-4o (essential.ai)
7 days ago Google AI

Google Must Limit Its 'Default Search' Contracts to One Year, Judge Rules (yro.slashdot.org)
8 days ago Google

A profile of Byron Cook, a VP at Amazon who is leading the company's effort to reduce AI hallucinations with a feature called Automated Reasoning Checks (www.fastcompany.com)
8 days ago Amazon AI

A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials (newsletter.semianalysis.com)
8 days ago Amazon Budget

Could Netflix's Deal for Warner Bros. Fall Apart? (entertainment.slashdot.org)
8 days ago Netflix

Some Reddit moderators say a surge of AI slop on the site is eroding its authenticity and could lead to a feedback loop of AI models training on AI content (www.wired.com)
8 days ago AI Reddit

Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell (www.theinformation.com)
9 days ago Microsoft

A US judge rules Google must renegotiate annually any contract that makes its search engine or AI app the default on smartphones and other devices (www.bloomberg.com)
9 days ago Google AI

A look at the uphill battle to win regulatory approval for Netflix's acquisition of WBD, and the roles of the US DOJ, EU regulators, and state attorneys general (deadline.com)
9 days ago Netflix

WBD confirms that Warner Bros. Games will be acquired by Netflix along with its wider streaming and television business (www.gamedeveloper.com)
9 days ago Netflix

Netflix's WBD bid marks a striking strategy shift for a company long known for pivots, especially after years of avoiding full commitment to theatrical releases (www.nytimes.com)
9 days ago Netflix

Netflix To Buy Warner Bros. In $72 Billion Cash, Stock Deal (entertainment.slashdot.org)
9 days ago Netflix

Sources: Amazon, the USPS' top customer, providing $6B+ in 2025 revenue, is considering ending its deal at the end of 2026 and expanding its US delivery network (www.washingtonpost.com)
9 days ago Amazon

Netflix has lined up a $59B unsecured bridge loan from Wells Fargo, BNP Paribas, and HSBC to support its WBD deal, one of the largest ever loans of its kind (www.bloomberg.com)
9 days ago HSBC Netflix

AV1 Open Video Codec Now Powers 30% of Netflix Streaming (news.slashdot.org)
9 days ago Netflix

In the press release announcing the deal, Netflix says it “expects to maintain Warner Bros.' current operations..., including theatrical releases for films” (www.hollywoodreporter.com)
10 days ago Netflix

Sources and docs: India's government is considering forcing phone makers to enable always-on satellite location tracking; Apple, Google, and Samsung are opposed (www.reuters.com)
10 days ago India Google Samsung Apple

Netflix agrees to buy WBD's studios and streaming business in an $82.7B cash and stock deal; the transaction is expected to close after Q3 2026 (www.ft.com)
10 days ago Netflix

Sources: WBD begins exclusive talks with Netflix to sell its film and TV studios and HBO Max; Netflix is offering a $5B breakup fee if the deal isn't approved (www.bloomberg.com)
10 days ago Netflix

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