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2/2 predictions confirmed
0 pending · 0 expired
10
companies · 25 data points
The Justice Department launched a probe regarding the firm's partners serving on the boards of competing companies. The nearly year-long investigation focused specifically on the firm's board seats at data bricks and then fiverr which combined with dbt labs back in June.
And I think that's, that's what's sort of interesting about this is you would normally think of these kinds of SaaS companies as well, they're it's adversarial. They want you to have more team members using more of their product for more time so that you're spending that much more on the product every month. And you can't extract your business sort of out of it. But I think, yeah, this is sort of like, well, what if we sort of played on a more of an even playing ground so that everybody felt goo
anthropic on track to generate annual revenue of almost 20 billion uh that's a projection based on their current performance more than doubling their run rate from just late last year uh they recently surpassed 19 billion in run rate revenue up from 9 billion at the end of 2025 and roughly 14 billion just a few weeks ago jason that's uh it's it's a sign of how strong the adoption has been for toting tools like claude code uh and the other anthropic projects and it's also a sign that maybe this p
I got an answer for you by the way business plus we're on the business plus slack tier $522 a month you're spending on slack you know
James Earl Jones sold in perpetuity his voice as Darth Vader, and they can clone it now.
They need to plant a flag so that if you're the New York Times and you have Wirecutter, Wirecutter needs to immediately do a deal with Grok or Claude. Consumer Reports needs to do this deal with somebody.
Now you have the precedent. And Google is a good actor. And this is different than indexing the web, taking a small snippet and using it. The output is now protected IP. It's indisputable. If you make a character and you make a profit building that character, you're now infringing on Disney's ability to do that. So every single IP holder needs to do a deal like this.
James Earl Jones. James Earl Jones sold in perpetuity his voice as Darth Vader, and they can clone it now. So that deal has also occurred in the world.
Now you have the precedent. And Google is a good actor. And this is different than indexing the web, taking a small snippet and using it. The output is now protected IP. It's indisputable. If you make a character and you make a profit building that character, you're now infringing on Disney's ability to do that. So every single IP holder needs to do a deal like this. They need to plant a flag so that if you're the New York Times and you have Wirecutter, Wirecutter needs to immediately do a deal
Because they were full-time employees who signed work for hire agreements, which, by the way, was an economic decision they made to have full-time employment to not be independent creators. Yes.
So we just went through the chessboard here in Silicon Valley and how everybody doesn't want to pay for IP. And now we have dollars to donuts. 20 more of these will happen. I'm going to predict it right now. We'll have 20 IP deals in 2026. Put that on slash bets. I'll put the over under on 20 major IP deals by the six or seven LLMs against the IP.
And now they could take Pixar and what Disney should do next is they should say Pixar is available for your LLM to the highest bidder. And they should go to Sergey and Google and say, Sergey, would you like to license for Nano Banana all of the IP or these 200 characters from Pixar? These 20 Pixar films are now available. Then they should take the Marvel characters and they should go to Claude and Anthropic and say, we have the Marvel characters available. Would you like the Marvel ones?
What's great about this deal is now Sam Altman, because he has a commercial arrangement with Disney, if anybody else uses those Disney characters globally, where there's IP protections, he can go to Disney and say, Disney, remember we're paying you for it to license these? And I didn't see in the deal how much OpenAI is paying for three years of this. I did see that Disney has the opportunity to invest a billion. They didn't specify it, but there is a payment.
Now you have the precedent. And Google is a good actor. And this is different than indexing the web, taking a small snippet and using it. The output is now protected IP. It's indisputable. If you make a character and you make a profit building that character, you're now infringing on Disney's ability to do that. So every single IP holder needs to do a deal like this. They need to plant a flag so that if you're the New York Times and you have Wirecutter, Wirecutter needs to immediately do a deal
Disney did one specifically. They don't get James Earl Jones in all uses. They get him just for Darth Vader. So what we're going to see now is the second wave of these deals, which will be different artists might have in their contracts already that their voice can be used. They might not. But a voice performance is critically important.
So this works out to about 17%. WB shareholders are going to get $23.25 in cash and $4.50 in shares of Netflix stock for each of their WB shares.
The deal, as of now, $72 billion, so $82.7 billion in total enterprise value. That's for the film and TV assets.
So the bidding process is over. Netflix has won the bidding war to obtain Warner Brothers. Now, Paramount wanted all of Warner Brothers Discovery. They wanted the cable networks. They wanted CNN. They wanted everything. This deal is going to be for the Warner Brothers TV and film studio. CNN, all those Discovery, HGTV, Food Network. They will get spun out as a separate company and remain independent or get swallowed up by somebody else, most likely. But the film and TV studio and all of the Warn
perplexity has this great model, but nothing to do with it. ... like this feels like an obvious collaboration. Like Apple needs a model to power their consumer facing apps that are already being used.
perplexity doesn't have that. If you want to check out perplexity's models, you got to just go, I think it's perplexity.ai. You got to like go there and purposefully look something up using perplexity's model.
They saw in a couple of quote instances that Claude Opus Fort, the big new model, tried to take essentially its own weights and models and make copies of them to self-preserve as my read.
what I found really impressive was just, well, one, how good Anthropic is doing in general but also as you can see from the top of this chart if you're on the video version if not, it shows the Claude Opus 4 model leading the pack.
Well, also on the Disney side, you've got that. They keep raising the price of the individual services. So Disney plus might go up. Hulu goes up. ESPN plus just announced a big price. Like, but if you get that Disney bundle, they keep it more stable. That's what they want you to do is like, make us your bundle. Yeah.
seen a business side CEO generate this level of hate this quickly. Like the, the feeling among, I, I, I'm going to Orlando to visit my mom in a few months and I pulled my Twitter following, where should I go? Like, is there a theme park I should go to for a day while I'm there? And the overwhelming consensus was universal now beats Disney in Florida. That Disney stuff is overpriced. The new stuff is kind of flopping. The like interactive hotel overpriced stuff. I feel like there's a sentiment ou
I love the Amazon buying them idea. I think those two two great tastes that would go great together like Amazon and Zapos and they wouldn't screw it up.