Would you trust Meta to run your AI agents? Meta’s 3 billion users as well as businesses everywhere might soon have to answer that question. Meta has acquired Singapore-based AI agent startup Manus for reportedly over $2 billion: www.wsj.com/tech/ai/meta...

Who is going to break it to Templeton?

Nvidia is not acquiring its competitor, Groq. Antitrust makes AI deals complicated, so let me explain.

What do robotaxis do in a power outage? Apparently, they stop moving and cause traffic jams everywhere. Waymo had to temporarily suspend its ride-hailing service in San Francisco during a citywide blackout because traffic lights that weren’t working halted its vehicles.

No, TikTok hasn't been sold. Yes, TikTok has signed a deal to sell its US unit, according to an internal memo, but the devil is in the details: www.cnbc.com/2025/12/18/t...

Would you watch the Oscars on YouTube? If you wait a few years, that will be your only option. The Academy of Motion Picture Arts and Sciences has signed a multiyear deal that gives YouTube the exclusive global rights to the Oscars from 2029 through 2033: blog.youtube/news-and-eve...

Warner Bros. Discovery wants Netflix, not Paramount.

Would you use PayPal if it was a bank? Buy now, pay later firms and crypto companies are making moves to become banks, and PayPal wants to join the party. PayPal says it has filed applications with the Utah Department of Financial Institutions and the FDIC to establish PayPal Bank.

RIP, iRobot. Long live Roomba. iRobot has filed for Chapter 11 bankruptcy after reaching a restructuring agreement to hand over control to its secured lender and key Chinese supplier Shenzhen Picea and Santrum Hong Kong: media.irobot.com/2025-12-14-i...

5 things you should know about OpenAI’s GPT-5.2:

Disney is betting on OpenAI over Google. If you like Sora (www.linkedin.com/posts/emilpr...) videos, you’ll love this. Disney and OpenAI have signed a three-year licensing deal to bring more than 200 Disney, Marvel, Pixar, and Star Wars characters to Sora.

SpaceX is getting ready to go public. SpaceX is reportedly planning an IPO for as soon as mid-to-late 2026, seeking to raise significantly more than $30 billion and targeting a valuation of about $1.5 trillion for the entire company, which would make it the largest IPO to date.

The US and China have an AI chip deal, or do they? President Trump says the US will let Nvidia ship its H200 chips to “approved customers” in China and elsewhere, on the condition that the US gets a 25% cut: www.cnbc.com/2025/12/08/t...

Paramount is trying to stop Netflix’s Warner Bros. deal. I said this would happen. Paramount has launched a hostile bid to acquire Warner Bros. Discovery, offering WBD shareholders $30 per share in a $108.4 billion all-cash deal: www.cnbc.com/2025/12/08/p...

Netflix is buying Warner Bros., beating out Paramount and Comcast. Netflix has agreed to acquire Warner Bros. Discovery's studios and streaming business in an $82.7 billion cash-and-stock deal. So, Netflix would kill HBO Max by buying Warner Bros. Discovery without the Discovery.

Meta is cutting back on the metaverse. It’s a little awkward given that Facebook renamed itself to Meta as part of its bet that the metaverse will be the future.

5 announcements from AWS re:Invent 2025:

It's in AWS' DNA to release tools that it needed to build for itself.

OpenAI wants 220M paying ChatGPT users by 2030. The world’s biggest startup is planning to use the same playbook that Slack and Zoom did when they were growing exponentially: hook most of your users with the free version, and then convince their employers to sign up for enterprise subscriptions.

Meta is considering ditching Nvidia for Google. Google has reportedly started pitching customers on the idea of using its TPUs in their data centers. Meta is in talks with Google about spending billions of dollars to rent chips from Google Cloud in 2026 and to use Google’s TPUs directly in 2027.

Is Nvidia going to burst the AI bubble? If that’s going to happen, it won’t be this year -- just look at its Q3 earnings report: www.linkedin.com/feed/update/... Nvidia grew Q3 revenue by 62% and profit by 65%, driven by Data Center revenue up 66%.

3 things you need to know about Gemini 3:

RIP Project Kuiper. Long live Amazon Leo: www.aboutamazon.com/news/amazon-... The name “Project Kuiper” was inspired by the Kuiper Belt, a ring of asteroids in our outer solar system, while the Leo name is a nod to the “low Earth orbit” satellite constellation that powers the broadband network.

Waymo is hitting the freeway. The Alphabet subsidiary has become the first robotaxi provider to offer driverless rides on freeways: waymo.com/blog/2025/11... The service is available 24/7 in the San Francisco Bay Area, Phoenix, and Los Angeles, rolling out gradually to more and more users.

Is Anthropic a more responsible OpenAI? Anthropic plans to spend $50 billion on a US AI infrastructure buildout in partnership with Fluidstack. Anthropic says it is “constructing data centers in Texas and New York that will create thousands of American jobs.”

Do you want your phone to work with satellites? Apple is aiming to support “natural usage,” meaning you would no longer have to physically point your device toward the sky… it would just stay connected to satellites even when it’s in your pocket, your car, or indoors.

Will Tesla really pay Elon Musk $1 trillion? Tesla shareholders have approved Elon Musk’s record-setting package, divided into 12 tranches of stock tied to company milestones, with over 75% voting in favor. The pay package is supposed to motivate the world’s richest man with additional stock.

How much should Apple pay Google to fix Siri? The two companies are reportedly finalizing a deal for Apple to pay Google about $1 billion per year for a 1.2 trillion-parameter Gemini model. The current model that powers Apple Intelligence has 150 billion parameters.

Good luck with that.

Amazon has sued Perplexity, accusing Perplexity of computer fraud by failing to disclose when its Comet browser is shopping for a real person. Amazon’s lawsuit follows its cease-and-desist letter demanding that Perplexity stop its Comet browser from making purchases on users' behalf.

this would benefit more than just Bluesky, like maybe the whole US

Would you buy a Mac with an iPhone chip? Apple reportedly plans to launch a low-cost laptop featuring an iPhone chip and a lower-end LCD screen in H1 2026. The device is supposed to rival Chromebooks and entry-level Windows PCs, meaning it’s aimed at students, businesses, and casual users.

Amazon has won OpenAI's business. OpenAI and Amazon have signed a seven-year deal in which OpenAI will pay AWS $38 billion for AI compute, including training its models and processing ChatGPT queries using Amazon's data centers and using Amazon’s CPUs to power agentic AI.

Disney-owned channels have disappeared from YouTube TV. After Disney and Google failed to reach a new carriage deal, about 10 million YouTube TV subscribers lost access to over 20 channels overnight, including ABC, ESPN, and FX. That means no college and pro sports nor sitcoms and dramas.

Oh, come on, Jassy. Your own memo said it was due to AI.

AI has come for YouTube’s employees. You wouldn’t be able to tell from Alphabet’s Q3 2025 earnings report yesterday, which noted revenue up 16% YoY, Cloud revenue up 34% YoY, and net income up 33% YoY: www.linkedin.com/posts/emilpr...

5 things you need to know from Nvidia’s GPU Technology Conference (GTC) 2025:

Microsoft has survived OpenAI’s restructuring. OpenAI says it has “completed our recapitalization”, which means that the nonprofit entity continues to control and now holds equity in the for-profit corporation currently valued at approximately $130 billion: openai.com/index/built-...

Amazon’s AI layoffs have begun. Amazon plans to eliminate approximately 14,000 jobs: www.aboutamazon.com/news/company... As of June 30, Amazon employed about 1.55 million people globally, but only about 350,000 are corporate employees, meaning that the 14,000 represents 4% of that headcount.

AI is now helping fake expenses. Employees are increasingly using generative AI to create fake receipts and claim reimbursement for nonexistent expenses: www.ft.com/content/0849... It seems like some employees have taken their companies’ “AI-first” messaging a little too literally.

Anthropic is doubling down on Google Cloud. Anthropic and Google have announced an expanded cloud partnership worth tens of billions of dollars, giving Anthropic access to up to 1 million TPUs for over 1 gigawatt of AI compute capacity. Those aren't quite OpenAI-scale numbers, but they’re big.

Reddit has sued Perplexity. This is after Reddit set a trap for Perplexity, and Perplexity fell for it. Reddit created a post that could only be crawled by Google, and “within hours,” Perplexity allegedly “produced the contents” of that post.

Robots are going to steal Amazon jobs. According to internal Amazon documents, however, the company’s automation team believes Amazon can avoid hiring more than 160,000 people in the US it would otherwise need by 2027 and more than 600,000 people by 2033.

Would you use a browser from OpenAI? The world’s biggest startup has launched ChatGPT Atlas, its web browser available now for macOS and “coming soon” for Windows, iOS, and Android. Atlas has an opt-in browser memories feature that lets ChatGPT remember key details from webpages you browse.

Would you buy a MacBook Pro with a touchscreen? Apple is reportedly preparing to launch a slimmer MacBook Pro with an M6 chip and an OLED touch display in late 2026 or early 2027. This is the second time we're hearing about this OLED MacBook Pro with a touchscreen.

Would you listen to AI-generated music on Spotify? Well, buckle up, because it’s coming. Spotify has partnered with Sony Music Group, Universal Music Group, and Warner Music Group to develop “responsible” AI products. The company is even building a state-of-the-art generative AI research lab.

Think of all the crypto companies that do this but don't fess up, or don't even think it's an issue.

Would you trust Apple with your home security? Apple wants to release at least three new types of devices, including a home security camera for the end of 2026, a home hub display with a 7-inch screen for $350 that has been delayed to spring 2026, and a tabletop robot with a 9-inch screen for 2027.

OpenAI wants to build its own chips. OpenAI and Broadcom have agreed to co-develop and deploy 10 gigawatts of custom AI chips to run OpenAI's models over four years. The AI boom has turned Broadcom into a $1 trillion company. For OpenAI, this is more than just getting access to more chips.

Should Apple kill the Vision Pro? Apple is reportedly planning on unveiling M5 versions of the iPad Pro, the MacBook Pro, and the Vision Pro this week: www.bloomberg.com/news/newslet... In addition to the faster chip, the Vision Pro will get an improved strap, but that’s about it.