With Paramount Skydance now in the driver's seat to buy Warner Bros Discovery, perhaps a good time to revisit this post from 2024 when I laid out a plan in which they buy... Warner Bros Discovery. [βοΈπ from July 2024]
Each month it seems like there's more β with higher stakes β to talk about w/ @kantrowitz.bsky.social...
β’ Anthropic v. the US Government
β’ Apple's AI Wearable Future
β’ Netflix Walks Away from Warner Bros
www.youtube.com/watch?v=Pzhr...
Blue Owl Loves Anacott Steel... [βοΈπ] spyglass.org/over-the-ai-...
Weβve done it. Weβve fully productized the tin foil hat.
A few more thoughts on the matter... spyglass.org/macbook-neo/
MacBook Neo is the *exact* same weight as MacBook Air (2.7 lbs)...
Not an overstatement: smartest thing Apple has done in years.
Might be a good time to stop comparing AI to nukes⦠spyglass.org/ai-nuclear-w...
For all the endless talk about both Big Tech and Big AI, it seems wild how little talk there is around the fact that increasingly, Big Tech *owns* Big AI. Quite literally. [βοΈπ]
A couple viable paths forward for Paramount/Warner Bros... spyglass.org/netflix-warn...
Now atop the AI triumvirateβ¦
Don't think this is all about AI-based commerce, but I suspect that's a bigger part of it than they're saying...
π From Afar
π
February 27, 2026
β’ Netflix Walks
β’ AI Taste
β’ Apple's Touchscreen MacBook
β’ OpenAI's Round
β’ NVIDIA's Earnings
β’ AI Panic
β’ Apple, Netflix, and F1
β’ D'Amaro's Disney
Legit question: has a situation ever been so monitored?
Xitter: IRAN IRAN IRAN ANTHROPIC IRAN IRAN IRAN
Bluesky: Iran, Anthropic, Iran, CNN, Iran
Threads: OMG JIM CARREYβS PLASTIC SURGERY
Some extended thoughts on Netflix walking away from Warner Bros...
In not fully converging the toaster and the fridge β the iPad and the MacBook β Apple is half converging both. Twice the complexity. Twice the compromise. For twice the price. [βοΈπ]
Perhaps you'll notice that no movie released after the year 2000 even cracks the top 10 in terms of inflation-adjusted all-time box office...
How to save the dying theatrical business [βοΈπ from June 2024]
β¦and they walked! Good for Netflix, acting so quick and decisively. Good short term for
Paramount, though they drastically overpaid, of course. Undoubtedly bad for Hollywood, though that will obviously only be obvious to them in hindsight... www.cnbc.com/2026/02/26/w...
Per last week, this was always the endgame. But unclear what Netflix will do now. They should probably walk at this point β there's too much negativity and nonsense. Take the $3B and be rid of the headache. But... they already talked themselves into it... spyglass.org/netflix-call...
Microsoft is moving on from Xbox. Even if they won't admit it, including to themselves, yet.
But there is one AI element to watch here. And it's probably not what you think! [βοΈπ]
π From Afar
π
February 24, 2026
β’ The End of Xbox
β’ NVIDIA's CPU Move
β’ Meta's AMD Deal
β’ Apple's Visual AI
β’ Perplexity + Samsung
β’ Mac Mini Made in the USA
β’ Paramount's New WBD Bid
β’ Deep Red iPhones
Let us run macOS on the iPad. Then launch a touchscreen Mac. Hell, merge the two devices. Change the App Store rules to suit the 2020s. Question everything. Kill your darlings. *That* feels like what Steve Jobs would do. [βοΈπ from May 2024]
Just a smart play by NVIDIA to make some inroads into the hearts and minds of actual consumers as AI permeates everything β or something more?
But really, it seems like the same exact deal with AMD? Will Microsoft, Amazon, Anthropic, xAI, etc go and get the same one?
As of right now, if AMD's stock price hits $600/share (it's just under $200 now), OpenAI and Meta will magically and suddenly own 20% of the company...
Step 1: Announce a big NVIDIA deal
Step 2: Go to AMD and collect 10% of the company
OpenAI π€ Meta
Time to update this list...
From almost exactly two years ago, I think this pretty much nailed the disastrous strategy that would unfold...
π From Afar
π
February 22, 2026
β’ OpenAI's Device
β’ Xbox Shakeup
β’ Perplexity's Pivot
β’ NVIDIA's OpenAI Investment
β’ OpenAI's Financials
β’ WaPo Shitshow
β’ Seedance v. Hollywood
β’ Meta v. Reality
β’ & More...
Two Team USA hockey players on the ice. A headline reads: "U.S. Beats Canada to Win Its First Men's Hockey Gold Since 1980" Photo by Doug Mills/The New York Times
Breaking News From @theathletic.com: The U.S. beat Canada, 2-1, in overtime in the final of the menβs Olympic hockey tournament, winning the gold medal for the third time and its first since 1980. trib.al/C5vjuvG
