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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].
First, China’s AI progress is being deployed in manufacturing systems, with some dramatic cost reductions being reported. Chinese open models’ share of downloads has overtaken US open models, and industry watchers are calling China’s models “palpably close to the frontier.”
Next, Netflix’s $83B deal to buy WBD’s libraries, studios, and HBO Max is shaking up the entertainment industry. It’s a big swing – if it can clear regulators. For Netflix, it could juice its core subscription and ad businesses, and open up doors to new revenue streams.
Finally, the US energy-storage build-out has quietly blown past its 8-year goal for 2025 – and it’s still going. The US now has 40+ GW of battery storage online, most of it landing in solar-heavy states like Texas, California, and Arizona.
Enjoy.
Tam
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