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December 8, 2025, 1:10 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, Financial Times, PCMag, Semafor, GamesIndustry.biz, Gizmodo, Engadget, Business Today, Benzinga, TechCrunch, Fortune, Associated Press, Los Angeles Times, New York Times, Business Insider, MediaPost, The Hill, Yahoo Finance, The Verge, UPI, BNN Bloomberg, Screen, Breitbart, WTTG-TV, Inc.com, Pure Xbox, IndieWire, PC Gamer, Reuters, TV Tech, Barrett Media, The Wrap, Mediaite, Blockchain.News, CNN, HotAir, The Guardian, CBS News, Washington Examiner, Canoe, Cord Cutters News, MS NOW, Awful Announcing, Front Office Sports, /Film, Entrepreneur, Fox Business, Washington Post, The Independent, Far Out Magazine, NBC News, Media Play News, Quartz, Comic Book, Variety, The Wrap, Wall Street Journal, Mirror US, MacDailyNews, TRT World, Straight Arrow News, Sports Media Watch, Hollywood Life, The Post Millennial, Just The News, and O'Dwyers PR
X: @joecarlsonshow, @joecarlsonshow, @florian4gamers, @sarafischer, @pkafka, @pkafka, @rogerwcheng, @sherman4949, @sarafischer, @pkafka, @sherman4949, @sarafischer, @danprimack, @alaynatreene, @conorsen, @sherman4949, @zerohedge, @sherman4949, @sarafischer, @sherman4949, @sherman4949, @sherman4949, @pkafka, and @brianstelter. 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: |
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: Associated Press, Benzinga, AppleInsider, BBC, Sports Business Journal, Talking Points Memo, Fox Business, Taipei Times, What's Trending, CNBC, TechCrunch, mxdwn Television, The Post Millennial, New York Times, CNN, Washington Examiner, Quartz, The Hill, indy100, NME, Blockonomi, The Independent, Crypto Briefing, Mediaite, The Streamable, ZeroHedge News, iPhone in Canada, Truth on the Market, Engadget, The Guardian, The American Bazaar, Nairametrics, Far Out Magazine, Reuters, Forbes, Media Play News, Mobile World Live, Deadline, The Hollywood Reporter, USA Today, NBC News, Washington Post, Financial Times, Livemint, Blockchain.News, The Wrap, Variety, and Wall Street Journal
X: @senwarren, @ronfilipkowski, @nick_field90, @nick_field90, @ernestwongbwm, @atrupar, @brianstelter, and @rapidresponse47
Bluesky: @mrgq, @fagankara, @hunterwalk.com, @rphilly, @caseynewton, and @tracinski
Mastodon: @SpaceLifeForm@infosec … and @kevin@mastodon.km6g.us
| 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, CRN, FinSMEs, Axios, IBM, The Register, TechCrunch, The Information, Associated Press, Financial Times, Benzinga, Bloomberg Law, UPI, Barron's Online, Proactive, Yahoo Finance, Bloomberg, Techstrong.ai, Dow Jones Newswires, Blocks and Files, InsideHPC, CNBC, Constellation Research, Verdict, diginomica, Analytics India Magazine, Neowin, 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: PYMNTS.com, New York Times, Axios, Reuters, TechCrunch, CNN, eWeek, The Hill, Business Insider, Financial Times, One America News Network, New York Post, Washington Times, Quartz, Joe.My.God., Raw Story, The Floridian, Florida Politics, Al Jazeera, ZeroHedge News, Politico, and Forbes
X: @jtlonsdale, @amitisinvesting, @kylekulinski, @darrigomelanie, @nathanleamerdc, @bg2pod, @shakeelhashim, and @shakeelhashim. Truth Social: @realDonaldTrump …
| 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, Reuters, The Verge, PYMNTS.com, Thurrott, WinBuzzer, Politico, New York Times, and Dow Jones Newswires. Bluesky: @gateklons
| 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, CNBC, iClarified, and Cult of Mac
X: @markgurman, @markgurman, and @gruber
Forums: r/apple and MacRumors Forums
| 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: Cautious Optimism, Business Wire, Ventureburn, TNGlobal, FinSMEs, Tech Funding News, Bloomberg, Finextra, Capital Brief, and ar Feed
| 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.| 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.| 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 … | 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 …
More: The Register. X: @johnreynlds and @chiphop007. LinkedIn: Sam Joiner
Bluesky: @nassosstylianou and @justinhendrix
| 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 … | 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
| 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 … Sponsor Posts
Command Line:
Beyond violation rates: Are your AI evaluations measuring the right things? — Structured eval design can improve both the breadth of behaviors tested and the interpretability of resulting failures.
Beyond violation rates: Are your AI evaluations measuring the right things? — Structured eval design can improve both the breadth of behaviors tested and the interpretability of resulting failures.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
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
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Invest Like the Best:
Andrew Huberman - The Frontier of Neurotechnology
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Big Technology Podcast:
Who Wins The AI Assistant Wars? + Why Didn't Google Build Muse?
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Sources:
Reflection's founders on building a DeepSeek of the West
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.
Grit:
How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
OpenAI's Head of ChatGPT: We're entering a new era of AI (again) | Tibo Sottiaux
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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