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December 8, 2025, 1:50 PM
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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: Axios, The Hollywood Reporter, Paramount, Semafor, PCMag, GamesIndustry.biz, Fortune, Associated Press, TechCrunch, Gizmodo, Benzinga, Engadget, Business Today, Los Angeles Times, Bloomberg, New York Times, Business Insider, MediaPost, The Hill, Yahoo Finance, UPI, BNN Bloomberg, No Film School, TheDesk.net, The Independent, The Verge, Screen, Inc.com, Pure Xbox, Forbes, Breitbart, WTTG-TV, IndieWire, PC Gamer, TV Tech, Barrett Media, The Wrap, Reuters, Mediaite, Washington Examiner, Canoe, Cord Cutters News, MS NOW, The Guardian, CNN, Washington Post, Comic Book, Blockchain.News, CBS News, NBC News, HotAir, Awful Announcing, Front Office Sports, Quartz, Fox Business, Variety, The Wrap, Wall Street Journal, TRT World, /Film, Entrepreneur, Straight Arrow News, Media Play News, Sports Media Watch, Far Out Magazine, Hollywood Life, MacDailyNews, The Post Millennial, Just The News, Mirror US, and Stevivor
X: @joecarlsonshow, @joecarlsonshow, @florian4gamers, @sarafischer, @sherman4949, @sarafischer, @danprimack, @alaynatreene, @rogerwcheng, @conorsen, @sherman4949, @sherman4949, @pkafka, @zerohedge, @sherman4949, @pkafka, @sarafischer, @sarafischer, @sherman4949, @sherman4949, @sherman4949, @pkafka, @brianstelter, and @pkafka. LinkedIn: Emil Protalinski
Bluesky: @woodenstares, @markjacob, @bgrueskin, @karlbode.com, @annmlipton, and @figgityfigs. Truth Social: @realDonaldTrump …
| 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 …
| Bloomberg: |
More: Associated Press, Benzinga, AppleInsider, BBC, Deseret News, Sports Business Journal, Talking Points Memo, Fox Business, Taipei Times, CNBC, What's Trending, TechCrunch, CNN, Washington Examiner, New York Times, The Post Millennial, Quartz, indy100, Blockonomi, The Independent, Crypto Briefing, Mediaite, The Streamable, ZeroHedge News, mxdwn Television, iPhone in Canada, Truth on the Market, Engadget, The Guardian, The American Bazaar, NME, Nairametrics, Far Out Magazine, The Hill, Forbes, Reuters, Mobile World Live, Media Play News, Deadline, The Hollywood Reporter, USA Today, NBC News, Washington Post, Financial Times, The Wrap, Variety, and Wall Street Journal
X: @senwarren, @ronfilipkowski, @nick_field90, @nick_field90, @ernestwongbwm, @atrupar, @rapidresponse47, and @brianstelter
Bluesky: @mrgq, @fagankara, @hunterwalk.com, @rphilly, @caseynewton, and @tracinski
Mastodon: @SpaceLifeForm@infosec … and @kevin@mastodon.km6g.us
| Chris Welch / Bloomberg: |
Google says it's working to create two different categories of AI-powered smart glasses: one with screens launching in 2026 and another that's audio-focused — Alphabet Inc.'s Google said it's working to create two different categories of artificial intelligence-powered smart glasses …
More: CNN, TechRadar, Android Authority, PCMag, Tom's Guide, Android Central, The Keyword, and KrASIA
| Scott Stein / CNET: |
More: ZDNET, PCMag, Engadget, The Verge, Android Central, Android Authority, Android Authority, Tom's Guide, Droid Life, and Business Standard. X: @vicmsong
| 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: Confluent, Reuters, CNBC, Forbes Middle East, Forbes, CRN, IBM, FinSMEs, Axios, Inc, TechCrunch, The Register, The Information, Yahoo Finance, Bloomberg Law, Benzinga, Financial Times, UPI, Bloomberg, Proactive, Barron's Online, Techstrong.ai, Dow Jones Newswires, InsideHPC, CNBC, Constellation Research, Verdict, diginomica, Analytics India Magazine, Neowin, Blocks and Files, Motley Fool, Tech in Asia, Pulse 2.0, ZeroHedge News, and The Information
X: @munster_gene, @jasonlk, @confluentinc, @bdkozlovski, @acoustik, @samsolid57, @trengriffin, @laurenthomas, @josephjacks_, and @alexrkonrad. LinkedIn: Jay Kreps. Bluesky: @dmnd.me
| 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: PCMag, Axios, New York Times, PYMNTS.com, Reuters, TechCrunch, CNN, Business Insider, eWeek, The Hill, Utility Dive, One America News Network, Nextgov/FCW, Financial Times, New York Post, Quartz, Washington Times, The Floridian, Al Jazeera, Joe.My.God., Raw Story, ZeroHedge News, and Florida Politics
X: @jtlonsdale, @amitisinvesting, @kylekulinski, @darrigomelanie, @nathanleamerdc, @bg2pod, @shakeelhashim, and @shakeelhashim. Truth Social: @realDonaldTrump …
| 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: Business Wire, Ventureburn, TNGlobal, FinSMEs, Tech Funding News, Bloomberg, Finextra, and Capital Brief
X: @harrystebbings, @sytaylor, @aaditsh, and @awxjack
| Barbara Moens / Financial Times: |
The European Commission says Meta agreed to change its “pay or consent” model, including ad-light Instagram and Facebook versions, but “the case is not closed” — Facebook agrees changes to ‘pay or consent’ model after talks with European Commission
More: Digital Markets Act, Euractiv, Engadget, Reuters, The Verge, PYMNTS.com, Thurrott, Channel NewsAsia, WinBuzzer, Politico, New York Times, and Dow Jones Newswires. Bluesky: @gateklons
| Reed Albergotti / Semafor: |
Source: the US Department of Commerce plans to allow the export of Nvidia's old H200 chips to China, seeking a compromise over controlling exports to China — THE SCOOP — Seeking a compromise over controlling exports to China, the US Department of Commerce will soon allow the export … | Mark Gurman / Bloomberg: |
Internal memo: Johny Srouji, who oversees Apple's chip division, tells his employees that “I don't plan on leaving anytime soon” — Apple Inc.'s Johny Srouji, who oversees the company's chip division, told staff that he's staying at the iPhone maker.
More: Thurrott, AppleInsider, MacRumors, 9to5Mac, Macworld, iPhone in Canada, CNBC, iClarified, and Cult of Mac
X: @markgurman, @markgurman, and @gruber
Forums: r/apple and MacRumors Forums
| Rachel Metz / Bloomberg: |
Unconventional AI raised a $475M seed led by a16z and Lightspeed at a $4.5B valuation to build a more energy-efficient AI computer, part of an up to $1B round — Naveen Rao joins a rarified club of prominent tech founders to raise big funding rounds for very young companies.
More: Lightspeed Venture Partners and Unconventional AI
X: @naveengrao, @naveengrao, @naveengrao, @a16z, @farshchi, and @unconvai
| Trishla Ostwal / Adweek: |
Sources: Google has told advertising clients that it plans to bring ads to Gemini in 2026, separate from ads in AI Mode — Google has told advertising clients in recent days that it plans to bring ads to its AI chatbot Gemini, according to agency buyers familiar with the conversations.| Shirin Ghaffary / Bloomberg: |
OpenAI survey of 9,000 workers at 100 companies: its tools save workers ~40-60 minutes daily 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 …
More: OpenAI, Tom's Hardware, TechCrunch, PYMNTS.com, Implicator.ai, Quartz, and Digit
X: @sundeep and @therealadamg
Bluesky: @quinnypig.com and @peark.es
| James Hunt / The Block: |
Michael Saylor's Strategy acquired 10,624 bitcoin for $962.7M between December 1 and 7, its largest BTC purchase since July; MSTR is down ~40% so far in 2025 — Partner offers — Quick Take — Strategy has purchased another 10,624 BTC for approximately $962.7 million at an average price … | Reuters: |
Sources: Skild AI, which develops a foundation model for robots, is in talks to raise $1B+ from SoftBank and Nvidia at a ~$14B valuation, up from $4.7B in July — Japan's SoftBank Group (9984.T) and Nvidia (NVDA.O) are in talks to invest in Skild AI, in a more than $1 billion funding round … | Alex Dooler / Bloomberg: |
Binance receives three licenses from Abu Dhabi's financial regulator, allowing comprehensive operations across its exchange, clearing, and broker-dealer 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.| Bobby Allyn / NPR: |
ICEBlock's developer sues the Trump administration in federal court for violating the First Amendment, after Apple removed its app under White House pressure — The developer of ICEBlock, an iPhone app that anonymously tracks the presence of Immigration and Customs Enforcement agents …
More: 404 Media, Slate, Engadget, AppleInsider, New York Times, Joe.My.God., NewsMax.com, and TechRadar. Bluesky: @bobbyallyn
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