insights

Disney Meets AI: Disney announced a $1 billion investment in OpenAI, marking one of the most notable cross-industry partnerships in the AI space to date. As part of the deal, Disney will allow its characters to be used in videos generated by OpenAI’s Sora platform, and it will also receive warrants allowing it to purchase additional equity at OpenAI’s current $500 billion valuation. The move underscores how interest in AI is no longer limited to hyperscalers and pure-tech pla

Media Deal Drama: We are watching something close to a Hollywood drama unfold in real time as suitors continue to chase the Warner Bros. media assets. The story has been building for months, beginning with three initial bids from Paramount and Skydance before the company launched a formal sale process. Warner Bros. then announced plans to split the business by spinning out its TV segment Discovery Global, which includes networks like TNT and CNN, while retaining the studio a

Waymo to Contend with Snow: Google-owned Waymo announced this week that it will begin testing its autonomous ride-hailing service in Baltimore, St. Louis, and Pittsburgh. For now, the testing will involve human drivers as the company builds the local data and infrastructure needed for eventual fully autonomous deployment - similar to what it already operates in cities like San Francisco, Austin, and Atlanta. What stands out is the geography: these are colder-weather markets w