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December 8, 2025, 9:35 AM
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memeorandum
WeSmirchTop News
| CNBC: |
Paramount launches a hostile bid to acquire WBD, offering WBD shareholders $30/share in a $108.4B all-cash deal; sources say WBD rejected the same bid last week — Paramount Skydance is launching a hostile bid to buy Warner Bros. Discovery after it lost out to Netflix in a months-long bidding war …
More: The Hollywood Reporter, Reuters, New York Times, Variety, The Wrap, Wall Street Journal, Paramount Skydance Corporation, The Information, Los Angeles Times, and DNYUZ
X: @sherman4949, @sherman4949, @sherman4949, @sherman4949, @zerohedge, @brianstelter, @conorsen, and @sherman4949. Bluesky: @woodenstares
Forums: r/boxoffice and r/movies
| Bloomberg: |
President Trump says Netflix's WBD deal has “got to go through a process”, its big market share “could be a problem”, and he will be involved in the decision — President Donald Trump raised potential antitrust concerns for Netflix Inc.'s planned acquisition …
More: Engadget, New York Times, Quartz, Crypto Briefing, Nairametrics, Truth on the Market, Blockonomi, ZeroHedge News, iPhone in Canada, The Independent, The Guardian, The Hollywood Reporter, Forbes, NBC News, Far Out Magazine, Benzinga, Washington Post, Financial Times, Livemint, Media Play News, Blockchain.News, The Wrap, Reuters, Variety, Wall Street Journal, World of Reel, Deadline, Mobile World Live, and Bloomberg Law
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Mastodon: @SpaceLifeForm@infosec … and @kevin@mastodon.km6g.us
| Ben Thompson / Stratechery: |
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 — Warner Bros. started with distribution. Just after the turn of the century, Harry, Albert, Sam, and Jack Warner bought …
| Lucas Shaw / Bloomberg: |
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Forums: r/technology, r/popculturechat, r/blankies, r/MediaMergers, and r/entertainment
| Lauren Thomas / Wall Street Journal: |
IBM agrees to acquire data streaming software maker Confluent for ~$11B in cash, above its ~$8B market value as of its December 5 close, paying $31 per share — Confluent shares surged more than 25% in premarket trading Monday, while IBM's fell slightly.
More: CNBC, Reuters, Associated Press, Financial Times, Bloomberg, IBM, Dow Jones Newswires, Constellation Research, Bloomberg, ZeroHedge News, Pulse 2.0, Confluent, Motley Fool, Analytics India Magazine, Verdict, The Information, Neowin, Benzinga, Tech in Asia, and Investor's Business Daily
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| Barbara Moens / Financial Times: |
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” — Facebook agrees changes to ‘pay or consent’ model after talks with European Commission| Financial Times: |
Big Tech's AI data center plans, which are set to need an estimated 44GW of additional capacity by 2028, face a power crunch that could deflate the AI “bubble” — A lack of electricity for new data centres could deflate the AI ‘bubble’ — Rafe Rosner-Uddin in San Francisco … | Bloomberg: |
President Trump says he will sign “a ONE RULE” EO on AI “this week” and “you can't expect a company to get 50 Approvals every time they want to do something” — President Donald Trump said he would approve an executive order this week to establish …
More: Financial Times, Reuters, ZeroHedge News, NewsMax.com, and Fox Business. Truth Social: @realDonaldTrump …
| Ellen Gamerman / Wall Street Journal: |
Inside the creation of AI actress Tilly Norwood, which included 2,000 iterations; Particle6, its creator, says it has ~60 NDAs for projects involving Tilly — How the human behind Tilly Norwood brought her to digital life — Tilly Norwood, an “actress” built with artificial intelligence … | Shirin Ghaffary / Bloomberg: |
An OpenAI survey of 9,000 workers at 100 companies: it saves workers ~40 to 60 minutes per day on average for professional tasks; OpenAI has 1M business clients — OpenAI's artificial intelligence products are saving workers an average of about 40 to 60 minutes a day on professional tasks … | Alex Dooler / Bloomberg: |
Binance receives three licenses from Abu Dhabi's financial regulator, allowing comprehensive operations across its exchange, clearing, and brokerage arms — Binance has won three separate licenses from Abu Dhabi's financial regulator, giving the crypto exchange giant one of its most comprehensive regulatory footholds yet.| Laith Al-Khalaf / Financial Times: |
Singapore-based banking and payments startup Airwallex raised $330M at an $8B valuation, after raising $300M at a $6.2B valuation in May, and plans a US HQ — Payments company opens San Francisco base and reduces Tencent's holding in US pivot — A Singapore fintech that was labelled a …
More: FinSMEs, Business Wire, Finextra, ar Feed, TNGlobal, Tech Funding News, Bloomberg, and Capital Brief
| Rohan Doshi / The Keyword: |
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 — Gemini 3 Pro delivers state-of-the-art performance across document, spatial, screen and video understanding.
More: The Debrief and PCMag
X: @demishassabis, @rohanpaul_ai, and @jeffdean
LinkedIn: Tuan Nguyen, Ph.D and Apostol
| Lisa Bonos / Washington Post: |
A look at an “etiquette camp” for young founders in San Francisco, which teaches them how to dress, act, and talk, amid shifting expectations for tech founders — SAN FRANCISCO — Strolling into the Four Seasons Hotel, wearing a suit on a recent Wednesday, artificial intelligence start … | James Hunt / The Block: |
Michael Saylor's Strategy acquired 10,624 bitcoin for $962.7M between December 1 and 7, its largest purchase since July; its stock is down ~40% in 2025 — Partner offers — Quick Take — Strategy has purchased another 10,624 BTC for approximately $962.7 million at an average price … Sponsor Posts
Subquadratic:
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
SubQ Snap 1.1: the first long-context decision model for real enterprise work — Tied for #1 on the AA Decision Index, Snap is a multimodal model with a 384k-token context window for fast reasoning and agentic decisions.
Command Line:
GitHub Universe 2026: Highlights from the developer's developer conference — Copilot Fusion was the belle of the ball, but the hero at the heart of the two-day event was the developer community.
GitHub Universe 2026: Highlights from the developer's developer conference — Copilot Fusion was the belle of the ball, but the hero at the heart of the two-day event was the developer community.
Zoho:
Introducing the new Zoho Analytics: Agentic analytics for every business — We're excited to announce the launch of the new Zoho Analytics! This release marks a major shift for the product …
Introducing the new Zoho Analytics: Agentic analytics for every business — We're excited to announce the launch of the new Zoho Analytics! This release marks a major shift for the product …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Big Technology Podcast:
Big Tech's Ugly Week, Getting Rich At Anthropic, AI Costs Plunge
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Machine Gods:
OpenAI's Latest Discoveries Spark a Backlash + Help! My Kid Hates AI
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
The Upstarts Podcast:
The Accidental YC Founder Solving AI's GPU Crisis | SF Compute's Evan Conrad
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Cheeky Pint:
Why Sam Altman is against a single superintelligence
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Great Chat:
The case for AI optimism
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
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Sources:
Tobi Lütke on the AI agent revolution and future of Shopify
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
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