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Hard to Define Competition in Streaming: Yale’s Scott Morton
Bloomberg Technology· 2025-12-23 18:59
LET’S GO BACK TO WHETHER OR NOT ANY OF THESE WILL GET THROUGH APPROVAL. START WITH PARAMOUNT BUYING WARNER BROTHERS DISCOVERY. DOES IT CUT LEGAL MUSTER.FIONA: ALL THREE OF THE BIDDERS, THERE WAS COMCAST TO BEGIN WITH, HAVE OVERLAPS WITH WARNER BROTHERS. IF YOU THINK ABOUT THREE BUCKETS OF CONTENT PRODUCTION, STREAMING, AND THEN CHANNELS OR NETWORKS. THEY ALL OVERLAP.AND PARAMOUNT IN PARTICULAR HAS A LOT OF PRODUCTION STUDIO KINDS OF ASSETS. PARTICULARLY BECAUSE PARAMOUNT MERGED WITH SKYDANCE FIRST. THAT’S A ...
X @The Wall Street Journal
From @WSJopinion: The Trump-Kennedy Center rebranding is a small matter among the other issues of the day. But like Trump’s decision to ignore Congress’s clear order to shut down TikTok, this is one more blow to respect for the law.https://t.co/r4ItXwwARf ...
AI面试,正在变成一场没有人的表演
虎嗅APP· 2025-12-23 13:35
以下文章来源于脑极体 ,作者珊瑚 脑极体 . 从技术协同到产业革命,从智能密钥到已知尽头 本文来自微信公众号: 脑极体 ,作者:珊瑚,题图来自:AI生成 2025年,某社交平台上一篇帖子火了。一位网友打码贴出录用意向书,略带调侃地宣布:"达成靠AI 挂面率为零的新成就。" 评论区迅速发酵,有人质疑,有人求攻略,更多人晒出了自己的战绩: 有人用AI优化了数十份简历后,拿到了心仪面试;有人靠实时辅助软件,顺利通过了某国企的AI视 频初筛。 当企业用AI快速筛选简历、用虚拟人进行第一轮面试时,求职者也开始用AI武装自己,试图以技术 对抗技术。 一个怪圈已然形成:企业部署AI以求效率,求职者使用AI以求机会。两者相遇,面试不再是求职者 与公司的对话,而是演变成了屏幕两端AI系统的博弈。从美化简历到伪造面试表现,一场围绕AI的 攻防战正在重塑人才市场的第一道关卡。 那么,市面上有哪些AI辅助面试形式?我们又该如何看待这样你攻我防的面试对决? AI面试魔法对轰 根据世界经济论坛的调查,当前至少百分之八十八的公司已在招聘中运用人工智能筛选求职者,其中 百分之二十三甚至用AI进行面试。求职者也在用ChatGPT之类的生成式A ...
越南2025年电商规模将达310亿美元;Temu跃居英国电商访问量第三;今年全球玩具与游戏销售额达2870亿美元|一周出海参考
Tai Mei Ti A P P· 2025-12-23 02:35
Group 1 - The Singapore-China Joint Cooperation Committee achieved a record 27 agreements during its 21st meeting, highlighting a comprehensive partnership across various sectors including finance, technology, and cultural exchanges [1] - Since 2015, the Singapore-China connectivity projects have signed 347 government and commercial cooperation projects totaling $26 billion, showcasing significant collaborative efforts [1] Group 2 - Vietnam's e-commerce sector is projected to reach $31 billion by 2025, with a growth rate exceeding 25%, making it one of the fastest-growing e-commerce markets globally [2] - The cross-border e-commerce market in Vietnam is expected to generate $4.1 billion in total online import and export value by 2024, with exports anticipated to grow by 18% to $2 billion by 2025 [2] Group 3 - Vietnam is set to reduce the special consumption tax on hybrid electric vehicles (HEVs) to 70% of the rate applied to gasoline and diesel vehicles starting January 1, 2026, which is expected to stimulate market growth [3] Group 4 - The Vietnamese government is enhancing regulations to combat plastic waste and promote sustainable packaging, with over 6,000 packaging companies transitioning to eco-friendly alternatives [4] Group 5 - Dubai has launched a new integrated R&D and Innovation ecosystem to accelerate innovation and strengthen global collaboration, managed by the Dubai Future Foundation [5] Group 6 - China's trade with Belt and Road Initiative countries exceeded 21 trillion yuan in the first 11 months of the year, accounting for over half of the country's total foreign trade [6] - Exports to Belt and Road countries grew by 11.3%, significantly outpacing overall export growth, driven by high-end manufacturing products like chips and electric vehicles [6] Group 7 - TikTok Shop has released a promotional calendar for Southeast Asia for 2026, following a record GMV increase of 2.7 times during the previous year's 12.12 sales event [7] Group 8 - ByteDance has signed agreements to establish a new entity in the U.S. for TikTok's operations, retaining a 19.9% stake while allowing Oracle and other investors to hold 50% [8] Group 9 - Shopee is launching a market expansion plan for Brunei starting January 2026, allowing Malaysian sellers to reach Bruneian customers without opening new stores [9] Group 10 - Shopee Philippines will adjust fees for certain activities starting January 1, 2026, increasing service fees for large coupon activities during promotional days [10] Group 11 - Temu has introduced its first official Shopify app, enabling merchants to manage products across over 30 markets, including the U.S. and Canada [11] Group 12 - Temu has become the third most visited e-commerce platform in the UK, with a monthly visit count of 28.4 million, significantly increasing its user base [12] Group 13 - Amazon has introduced a new "Prompts" feature in its advertising backend, designed to match relevant products to customer inquiries using AI [13] Group 14 - Lazada has fully launched its third-party fulfillment (3PF) logistics model in Vietnam, enhancing local delivery capabilities for cross-border sellers [14] Group 15 - The Russian e-commerce platform Megamarket reported that LEGO accounted for 85% of toy sales during the 2025 New Year gift season, indicating strong brand dominance [15] Group 16 - The global toy and game sales are projected to reach $287 billion by 2025, driven by nostalgia and high-value products, with Asia-Pacific being the largest market [16] Group 17 - The number of households in the UK using professional home security monitoring services is expected to grow by 31% by 2025, reflecting a shift towards smart technology for home safety [17] Group 18 - Guangzhou has successfully implemented a "tax refund upon departure" model for cross-border e-commerce, streamlining processes for businesses [18] Group 19 - SF International has signed a memorandum of cooperation with MSC Air Cargo to enhance international logistics services through multi-modal transport solutions [19] Group 20 - SF Middle East has signed a cooperation agreement with Asyad Group in Oman to strengthen cross-border transport and supply chain collaboration [20] Group 21 - Thailand will impose a 17% tax on all imported goods starting January 1, 2026, eliminating previous exemptions for low-value items [21] Group 22 - Malaysia will enforce new regulations on large social media platforms starting January 1, 2026, requiring them to register and comply with national security laws [22] Group 23 - Japan will implement significant changes to its cross-border market regulations in 2026, including the removal of tax exemptions for low-value imports and new compliance requirements for overseas platforms [23]
Paramount strengthens offer to try to buy Warner Bros. Discovery
NBC News· 2025-12-23 01:15
Paramount is now beefing up its offer to try and buy Warner Brothers Discovery. The latest twist in this bidding war with Paramount now guaranteeing the backing of billionaire Larry Ellison. Remember WBD previously turned down Paramount's offer and is already moving ahead with a deal to sell its TV, movie, and streaming assets to Netflix. And Netflix says it is in direct competition with Tik Tok, which Larry Ellison is now a partial owner of. Whether or not this new offer will change anything is still TBD. ...
TikTok Deal Leaves National Security Risk, Garnaut’s Tobin Says
Bloomberg Technology· 2025-12-22 23:01
TikTok Deal & Algorithm Control - The core issue revolves around whether Bytedance, TikTok's parent company, will retain control over TikTok's algorithm [3] - Beijing has consistently refused to relinquish control of the algorithm to U S investors [4] - The potential deal may allow Bytedance to maintain control over the algorithm, raising concerns about influence over American discourse [4] - Skepticism exists regarding the possibility of rebuilding or retraining the algorithm independently of Bytedance [5] - Beijing imposed export controls on the algorithm back in 2020, which remain in effect [7] National Security Concerns - Concerns persist that allowing an adversary-controlled company to maintain control of the algorithm poses a risk to U S national security [6] - The situation is likened to allowing a foreign power to control major U S media outlets [8] - The proposed TikTok deal seemingly contradicts the Trump administration's national security strategy, which identifies foreign interference in U S media as a problem [9] US-China Relations & Trade - The situation is influenced by ongoing trade issues between the U S and China, particularly concerning chips [1] - Domestic supply chain resiliency in China is a significant focus [1] - The TikTok situation is described as a saga, with the U S side continually lowering expectations in negotiations with Beijing [4][7]
TikTok Says It Signed Agreements for New US Joint Venture
Bloomberg Television· 2025-12-22 22:23
Deal Structure & Regulatory Landscape - Oracle is the most likely candidate to lead the joint venture [1] - The deal's palatability to both the US and Chinese governments remains uncertain, pending Chinese regulatory approval [2] - The joint venture has the US government's blessing, suggesting a pre-approved proposal [3] Competitive Dynamics - Instagram Reels' run rate has surpassed $50 billion, indicating significant growth and competition with TikTok [5] - YouTube Shorts' engagement share is nearing that of TikTok [6] - TikTok's US revenue is estimated to be between $12 billion and $15 billion [6] - Instagram/Meta's revenue ramp-up is attributed to a better ad stack and personalization, enhanced by generative AI [8] Challenges & Future Prospects - TikTok faces challenges in algorithm and ad personalization, hindering revenue growth [8][9] - Rewriting the algorithm and attracting talent are crucial for the joint venture's success [10][11] - A public offering for the new joint venture is considered premature due to ongoing algorithm changes [9][10] - Silver Lake's involvement is viewed positively, suggesting a potentially good deal [4]
TikTok Deal Leaves National Security Risk, Garnaut’s Tobin Says
Bloomberg Technology· 2025-12-22 21:58
US-China Trade & Technology - The industry is closely monitoring Nvidia's access to China, potential TikTok deal outcomes, and ongoing US-China trade relations [1] - China's focus on domestic supply chain resilience, particularly in the chip sector, is a significant trend [1] - The H200 chip is expected to benefit Chinese AI companies [1] TikTok Deal Analysis - Investors are scrutinizing the structure of the potential TikTok deal [3] - ByteDance, TikTok's parent company, is likely to retain control over TikTok's algorithm, which is considered the app's core asset [3][4] - Beijing has consistently refused to relinquish control of the algorithm [4][6] - The US administration is seemingly lowering its expectations regarding control over the algorithm in the TikTok deal [4] National Security Concerns - Concerns persist regarding national security if ByteDance maintains control over TikTok's algorithm [6][7] - The US Congress initially opposed the deal due to national security risks associated with an adversary-controlled company managing the algorithm [6] - Beijing imposed export controls on the algorithm, which remain in effect [6][7] - The US National Security Strategy highlights foreign interference in US media as a problem, raising questions about the TikTok deal [8]
X @The Wall Street Journal
A push for younger customers, a TikTok Christmas trend and Taylor Swift helped turn the preppy brand into one of today’s most coveted.Read more: https://t.co/Q5IgjPU27A https://t.co/pRcynOncRF ...
X @Nick Szabo
Nick Szabo· 2025-12-22 15:29
RT Glenn Greenwald (@ggreenwald)Two of the largest and most alarming media stories in years:1) Larry Ellison -- the largest-single private donor to the IDF -- bought Paramount, CBS, CBN News, and is trying to buy Warner Brothers/Discover/CNN, right as support for Israel unravels (done through his son).2) Congress forced the transfer of TikTok into Ellison's hands (which Nentanyahu said was one of Israel's greatest victories) because the platform allowed too much anti-Israel content, and now there's a former ...