Meta delays its next mixed reality glasses, IBM acquires Confluent, YouTube CEO Neal Mohan named Time’s CEO of the Year.
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Show Notes
Paramount Makes $108B Bid for Warner Bros. Discovery
Paramount Skydance launched a hostile $30-per-share all-cash offer for Warner Bros. Discovery, valuing the company at $108.4 billion, above Netflix’s $82.7 billion deal. Paramount CEO David Ellison says he’s open to increasing the bid and expects a faster regulatory review than Netflix, which faces more scrutiny. The U.S. President noted Netflix-WBD’s combined market share “could be a problem” and will personally review the deal. Netflix and HBO Max would control about 33% of the U.S. streaming market.
YouTube CEO Neal Mohan Named Time CEO of the Year
Neal Mohan received Time’s CEO of the Year honor. In the profile, he described YouTube’s growth from a small creator “village” to a complex “metropolis.” The article highlights YouTube’s partnerships with the NFL, Disney, WBD, and NBCUniversal, including exclusive rights to NFL Sunday Ticket’s out-of-home package.
Source: Variety
IBM Acquires Confluent for $11B
IBM will acquire Confluent for $11 billion in cash to strengthen its data, automation, and AI offerings. Confluent’s platform supports real-time data streaming, essential for AI applications. This follows IBM’s recent acquisitions of HashiCorp and Seek AI, and partnerships with Anthropic and AMD for AI and quantum computing expansion.
Source: TechCrunch
Study Links Social Media to Rising Attention Problems in Teens
Research from Sweden’s Karolinska Institutet, tracking over 8,000 children ages 10–14, found social media use—but not gaming or video watching—correlates with increased inattentiveness. While social media won’t create ADHD in symptom-free children, the study suggests a population-level rise in diagnoses. The causal direction ran from social media to later attention issues.
Source: The Conversation
OpenAI Reports Enterprise Growth
About 36% of U.S. businesses now use ChatGPT Enterprise, compared with 14.3% for Anthropic. Employees report saving 40–60 minutes daily. Use of custom GPTs rose 19x, and API consumption of reasoning tokens grew 320-fold. OpenAI highlights varying adoption, with some “frontier” workers integrating AI deeply, while others remain slower. Enterprise growth is critical for OpenAI’s $1.4 trillion infrastructure commitments.
Source: TechCrunch
U.S. Pay-TV Subscriptions Rise
U.S. pay-TV subscriptions increased by about 303,000 in Q3, the first rise since 2017. The yearly decline rate improved to 5.8%, the third consecutive quarter of moderation. Charter drove growth by bundling major streaming services into premium plans, reducing losses. YouTube TV added an estimated 750,000 subscribers, while Comcast fell by 257,000.
Source: Deadline
ICEBlock Creator Sues U.S. Government
The creator of ICEBlock, an app for anonymously reporting ICE sightings, is suing the U.S. government after Apple removed it under DOJ pressure. The lawsuit claims First Amendment violations. ICEBlock gained popularity during mass immigration raids and automatically deletes reports after four hours.
Source: 404 Media
Meta Delays Next Mixed Reality Glasses
Meta’s next mixed reality glasses, codenamed Phoenix, are now set for a first-half 2027 release. The delay aims to deliver a more polished and reliable product. Phoenix is expected to have a goggle-like design with an external power source, similar to Apple Vision Pro. Meta is also developing a limited-edition wearable, Malibu 2, and recently acquired AI wearable startup Limitless.
Source: Engadget