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What my $900 upgrade to Delta One was like, from the seat to the food
I loved almost every minute, but the food left me wanting more. Here's why it was still worth the splurge.
Our Claude is an awesome Claude
The utopian and apocalyptic religiosity of Anthropic's S-1.
Semiconductor stocks drive markets more than oil, Goldman says
Semiconductor exposure explained 54% of differences in cross-asset returns over three weeks, compared with just 2% for oil prices.
Photos: Greenwich vs. Trumbull girls high school volleyball
Photos from Monday's FCIAC girls volleyball matchup between Trumbull and Greenwich.
Gen Zer gave up his life abroad to move home and care for his mom
Viaano Spruyt first became a caregiver for his father as a teenager. Years later, he gave up the life he'd built abroad to care for his mom.
An AI startup wants to build your digital consumer twin
Simile raised $300 million at a $2 billion valuation to build AI digital doubles that predict how shoppers might react to products and marketing.
I lead HP in Asia. Music, workouts, and curbs on screen time power me.
Michael Boyle, the managing director for HP Greater Asia, is a musician first, and brings that energy to the office.
OpenAI Science Discoveries: 3 Claims, ETH, QCD [2026]
OpenAI science discoveries: a claimed ETH disproof, Kakeya proof and QCD existence proof, with academic shepherds. What is verified so far.
LaCerte Lauds Southeast, Decries Politics-driven Energy Decisions
FERC Commissioner David LaCerte praised the Southeast for enabling infrastructure and data center buildout while criticizing New England and Texas for making decisions based on politics.
Anthropic IPO filing reveals AI profits and $800 billion compute risk
Anthropic's IPO filing shows AI can be profitable at scale. Nearly $800 billion in computing deals pose a major risk.
Microsoft buyout: What employees are actually being offered
Microsoft announced buyouts for 60,000 employees, with individualized offers based on level, location, and tenure.
New Jersey Cannot Prescribe Better Health Without Making Healthy Food Accessible
By Assemblyman Kenyatta Stewart We tell people with diabetes to watch their blood sugar. We tell people with hypertension to reduce their sodium. We tell families to eat more fruits and vegetables to prevent chronic disease. But what happens when the food we recommend is beyond their budget or unavailable in their neighborhood? That is[...]
Billy Evans suggested the shower scene in 'You Can See Everything'
"You Can See Everything" director Lance Oppenheim said that Elizabeth Holmes' partner, Billy Evans, suggested he be filmed in the shower.
I ran Anthropic's IPO filing through an AI detector
Is it bad if Anthropic didn't rely heavily on Claude to write its IPO paperwork — or is this an example of when the stakes are too high to rely on AI?
Jenny & Dave Marrs Share Health Update on Former ‘Fixer to Fabulous’ Guest
The couple also shared ways fans can support the guest and their family.
iOS 27.2 is out without the Apple Health revamp
Apple's first major update to iOS 27 has arrived, with iOS 27.2 bringing FaceTime Dual Capture and an Apple Music logo change, but no Apple Health revamp.
Spark Capital is the only VC firm mentioned in Anthropic's S-1
Anthropic's IPO paperwork mentions Spark Capital more than 50 times, reflecting Yasmin Razavi's early investment and board seat at the AI company.
Skydance gives 5 day RTO order, offers buyouts
Skydance CEO David Ellison and co-CEO Ynon Kreiz are implementing a five-day RTO policy. Read the memo to employees.
How Eaton’s (ETN) Data Center Business Complements Amphenol’s AI Infrastructure Opportunity
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026, benefiting from a sharp recovery in enterprise software and solid corporate earnings amid continued market volatility. The composite returned […]
Grand Theft Auto 6 Review Embargo Date Details
One of the most important dates in gaming history has been revealed: We know when the GTA 6 review embargo is.
Anthropic IPO cap table: How much of the company its 7 founders own
Anthropic's IPO paperwork shows its seven cofounders are sitting on enormous stakes in one of the fastest-growing companies in Silicon Valley history.
Anthropic wants investor money — but doesn't give them decision power
Dario Amodei and his cofounders will be happy to sell you shares in their AI giant. But you won't get a voice in the way they run their company.
Microsoft is offering buyouts. Read the memo.
Around 60,000 employees will be eligible and the terms of the buyout will resemble Microsoft's standard severance offer.
Confessions of a reluctant iPhone Duo buyer
If there's anything more idiotic than spending $2,000 on an iPhone Duo, it's getting up at 4:00 AM to go buy it. I did both of those things, and am so relieved to say I'm glad.
What smart people are saying about Anthropic's IPO paperwork
Investors and tech onlookers react to Anthropic's IPO, from its soaring revenue and massive compute commitments to questions about its operations.
Anthropic's public S-1 sets stage for massive IPO debut
Anthropic, the company behind Claude, filed its public S-1 paperwork, setting the stage for an enormous IPO and shedding light on its finances.
Quantum Art Research Outlines More Efficient Quantum Approach to Wave Modeling
Insider Brief Quantum Art presented research on a quantum algorithm that uses known wave physics to simplify large-scale wave simulations, with potential
Meta looks to raise up to $95 billion from stock sales for AI build out
Meta is seeking more cash as it spends heavily on AI infrastructure, data centers, and computing power as it develops consumer AI products.
How I used AI to automate part of my wealth advisor job
Rick Nott has used AI to save hundreds of tedious hours uploading documents for his clients. Here's why he's not worried about Claude taking over.
Apple stock rally, Nvidia sell-off could reshuffle most valuable company
Nvidia remains an AI powerhouse, but Apple's cash-rich consumer business offers investors a different kind of Big Tech bet.
I cashed in my retirement to open a bookstore
In Atlanta, a former teacher opened a romance bookstore, fostering a community for romantasy readers despite concerns over market saturation.
Student-loan borrowers' key midterms issue: affording higher bills
Over 10 million student-loan borrowers are behind on payments. Some are hoping the midterms will prompt policy change to protect those in default.
Stocks and ETFs to tap into Wall Street's hot theme: Quality
"We believe we are in a backdrop today that is conducive to quality themes outperforming," Piper Sandler says.
Nvidia's AI growth drives leadership shifts in sales and marketing
Nvidia's sales and marketing leadership is changing as veterans retire, outsiders bring new expertise, and Jensen Huang's daughter gains influence.
Micro1 invests $1B to license data for AI model development
Micro1 is pledging $1 billion to gobble up more companies' internal data for licensing to AI model developers, part of a new wave for the tech.
Hollywood's uncanny evolution of evil billionaire tech bros
If you really want to understand the extent to which everyone thinks Silicon Valley is so uncanny these days, watch "Cupertino."
Minsu Kim's stance on Rangers transfer revealed
Minsu Kim in action with Derek McInnes on sideline left inset
Chargers' Dalvin Tomlinson predicted to reunite with former team
NFL insider Bill Barnwell suggested that the Chargers trade defensive tackle Dalvin Tomlinson to a team he previously played for.
Elon Musk says neoclouds are cooked, and SpaceX won't be buying them
The SpaceX CEO said many neoclouds will face "guppy-level death" because they lack alternative streams of revenue.
He left his Netflix job in Japan and turned a kindergarten into a cinema
After relocating from Los Angeles, Matthew Kelson and his wife decided to raise their two kids in a small Japanese town outside Tokyo.
He's competed in 21 Hyrox races around the world: 3 top host cities
Lau Wen Loong has been competing in Hyrox races for two years and feels super fit. "I never imagined I could be faster than my younger self."
Hinge damage suspected to be behind iPhone Duo screen cracks
The cause behind a repeating pattern in the way a very small amount of iPhone Duo screen cracks may have been discovered, with a failing element of the hinge believed to be causing the most damage.
‘Newlyweds’ Stars Debate the Meaning of ‘Dating’
And what it means for Jeanie and James in the series.
Trump on high gas prices: 'We're making a freaking fortune"
Americans, meanwhile, are paying record prices at the pump, according to AAA.
My husband and I moved abroad in our 50s, didn't want to waste time
Leslie Hodgin and her husband decided to stop waiting to move abroad, selling most of their belongings and relocating to the Netherlands.
Apollo: AI has delivered 'zero financial payoff' to corporate America
Only tech companies are seeing growth from the AI boom, Apollo Global Management said.
The rise and fall of Route 66
Route 66 was one of America's most popular highways, driving business to small towns. But today, the road and its people have been largely forgotten.
After long, strange trip, Compass CEO nears launch of psilocybin pill
Compass Pathways is on the cusp of FDA approval for a proprietary version of psilocybin — the active drug in magic mushrooms.
Silicon Valley software engineer pay ranked against other US cities
Bay Area software engineers retain a 53% pay premium after adjusting for local prices, Levels.fyi found. Taxes aren't included.
I'm 62 and refuse to dress or act my age
Lonni Pike got sober at 51 and reinvented her life. Now 62, she's a fashion influencer, gamer, and advocate for aging on her own terms.
We moved to an apartment in another country without seeing it in person
We moved to an apartment in the Netherlands without seeing it in person. As Americans, we've encountered lots of surprises and cultural differences.
My mom put college on hold to raise me. We graduated together.
My mom put college on hold to raise me and my brother. In 2026, we both graduated, and I couldn't be prouder of what she accomplished.
A doctor traded health insurance for direct primary care, cost-sharing
A doctor explains why he replaced traditional health insurance for his family of four with direct primary care and a medical cost-sharing group.
Sources: Leeds hit by new hurdle in Nicolo Tresoldi race
Daniel Farke in a press conference with Leeds, with Paraag Marathe at Elland Road
Ukraine: Explosive weight soldiers could put on drone surprised maker
Drones' explosive power is limited by gear, like batteries, that they must carry. But soldiers push gear to the limit, surprising even its makers.
Google DeepMind exec shares skills that can make graduates stand out
Extra-curricular activities on a CV show if someone has a preset for "lifelong learning," said Google DeepMind exec, Lila Ibrahim.
Is it rude to keep the airplane window shades open?
In this Sunday edition of Business Insider Today, we're breaking down the flight etiquette debate that's dividing the internet.
Student-loan borrowers facing higher bills are slashing their budgets
From cutting back on groceries to delaying starting a family, student-loan borrowers describe the changes they're making to afford higher payments.
Ukraine making signal repeater drones to help other drones fly further
Ukraine's drone pilots can only fly them so far before signal is lost. But other drones act as hovering signal relays to extend their range.
Inside Victoria's Secret's $6 billion business turnaround
Victoria's Secret is in the midst of a comeback, with sales surging and its stock on track to notch its best year ever.
I filed for bankruptcy after my wife died. Grief hurt my business.
After his wife died from cancer, Brian Rooney struggled to sustain his business while grieving. He filed for Chapter 7 bankruptcy in 2024.
Bill Gates sees 20 years of turmoil before AI creates 'true abundance'
Bill Gates says AI will solve many of the world's problems, but the next 20 years will be "as tumultuous a period as there's been in human history."
Inside the battle over ghost tour domination
Lance Zaal is building an empire of America's undead. He's also making a host of enemies among the living.
Browns sign Maliek Collins to $30 million extension
The Cleveland Browns have secured one of their standout defensive players for the future before their next game against the Tennessee Titans . Cleveland defensive tackle Maliek Collins has agreed to a two-year contract extension worth $30 million. According to NFL insider Ian Rapoport, Collins’ agent, Drew Rosenhaus, confirmed the agreement to him […] The post Browns sign Maliek Collins to $30 million extension appeared first on ClutchPoints.
Xbox Reportedly Bungled $500 Million Netflix Deal
According to industry insiders, newly appointed Xbox CEO Asha Sharma overplayed cross-media potential with recent Netflix exec Peter Rice to the tune of $800 million
Netflix’s Leadership Shake Up…Explained
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) Well, I had a simple article planned for this week. Called “Whoa, I Missed It!”, I’d take a gander at a few important-but-under-the-radar stories I didn’t cover while I wrote about all things “Skydance. (Formerly known as “the saga of Netflix trying to buy Warner Bros., but not Discovery, then Paramount-Skydance bought all of Warner Bros. Discovery”.) Alas, that article will have to wait. Netflix made news. Ironically, my “Whoa, I Missed It!” article would have mostly been about “content” strategy decisions, which is also what today’s article is about. But instead of the entire industry, this article will only cover Netflix’s decision to upend their film and TV content teams. Just that! So that’s the full topic of the day. I’m going to tackle the issue in the opposite direction of the way “stuff” flows: uphill. We’ll start at film, then move onto TV, and then onto the CEOs themselves, and the strategy questions that still remain. But we start with the numbers driving this. Let’s dive in. Subscribe Most Important Story of the Week - Netflix Upends Their Corporate Hierarchy I’ve got a lot of thoughts, but we’ll start with the most common response to yesterday’s article. Let’s Talk Stock Price More than one person, responding to what I published two days ago, pointed out that, well, actually, the thing driving Netflix’s actions is this: In short, stock price! Even if Netflix isn’t obsessed with their own share price—they probably are, but, for the record, my strategic advice to every CEO is to absolutely ignore stock prices, which will, ironically, probably help the stock price long-term—most everyone thinks they are. By the way, I prefer market capitalization to stock prices, because it’s a more apples-to-apples way to compare companies: But there’s an even better way to look at it, and it kinda casts some doubt on the entire push here: price-to-earnings. I have a long list of articles that I wish I had written, and chief among them is an article titled, “Am I Still a Netflix ‘Bear’?” meaning someone who thinks Netflix’s stock is overvalued. As of last summer, Netflix had solved their biggest problem—which for me (circa 2019) was the lack of free cash flow—but their stock was CRAZY overvalued. That’s this chart here: Why did Netflix’s stock price increase to a price-to-earnings ratio of 50 last summer? What financial metric changed so quickly? Nothing. Given that, historically, mature entertainment companies average 10 to 20, with 16 being the average, that increase made little sense. Netflix’s stock swoon these last eight or so months wasn’t irrational; the stock price rise last year was. So if you want a really hot Netflix take, here it is: Netflix’s stock price has been going down because the financial industry recovered its senses, not because of any strategic mistake. Yes, that would imply that cleaning house may have been a mistake. That’s why the charts yesterday are so important, because they show that Netflix did have a strategic problem (a lack of hits) and that’s what they moved to address. (One could also argue the industry drastically overrated Netflix’s growth prospects, but that’s a financial industry problem, not a Netflix strategy problem per se. Some growth estimates are just crazy. *cough* AI *cough*) Now, the last time Netflix’s stock price crashed—circa 2022—it gave them an opening. I’d argue Netflix insiders knew they needed to expand post-COVID-19 crisis, adding advertising, cracking down on password sharing, and dabbling in sports. But if they had done that when their stock price was high, it would give folks a reason to second guess their strategy. (Arguably, last year, when Netflix pursued the Warner Bros. merger, it gave the industry a chance to review their business.) Instead, after the 2022 fall, they had the opening to make strategic changes. We may see Netflix pivot again following this latest slide. For example, the “binge versus weekly” conversation is alive and well again. Same for expanding into theaters even more. And adding both linear channels and streaming bundles. And maybe more either social, user-generated, vertical, or creator content. But the first shift came with who is making the content calls. A Message from Our Sponsor Last winter Pulp Fiction was on Netflix. For those same 90 days, it was also free, with ads, on Pluto TV and the Roku Channel. That is not a glitch, and it is not rare. The title has run on 20 different US streaming services since 2019, across 80 separate windows, and for more than 600 of those days it sat on a paid subscription service and a free ad-supported one at the same time. Almost nobody can see this, because when a title leaves a service, the record that it was ever there tends to leave with it. Reelgood keeps that record, dated to the day rather than the month: 4MM+ movie, show and episode titles across 300+ services globally, with timestamped arrivals, departures and moves across SVOD, AVOD, TVOD and vMVPD. Licensing teams price against every prior window. Rights teams check what a licensee actually delivered, and when. Pick a title you think you know: data.reelgood.com/title-availability Film - Dan Lin Want to know why I don’t opine on individual film or TV executives, especially new hires? Dan Lin. As I always caution, it’s really, really, really tough to predict which executives will succeed in new roles and which won’t. The successful head of co-production/finance partner, Rideback, Lin was considered for the head of DC Studios job before taking the job as the head of Netflix. By all accounts at the time, this was a smart hire. (That’s my read of the news coverage anyways.) But now that Netflix has fired Dan Lin, we got a slew of news stories about how he was doing a terrible job. In sports media, Bryan Curtis, new Substack writer/podcaster from The Ringer, calls this the “now you tell us” story, when you only hear the bad news after a star athlete leaves a sports team. In this case, now they tell us that Dan Lin was bad with talent after he got kicked out the door. So was Dan Lin a flop? It’s actually tough to say. While film moves faster than TV, even two years isn’t really enough time to evaluate a person’s output. The new head hasn’t really taken control. As Emily Horgan noted, it takes much longer than two years to produce animated films, so yeah, it’s definitely too early to judge in that domain. As for live-action films, I just published an article by Brandon Katz called “Netflix’s Summer of Bummer”, but I’d point out Netflix had a bad summer two years ago too. Arguably, their best summer came from KPop Demon Hunters last year and Happy Gilmore 2, the latter of which I saw credited to Lin. Then, the stories came out that Dan Lin clashed with talent, both Ben Affleck and Greta Gerwig, classic “now they tell us” factoids to explain his firing. This may have been true, but also should have been expected given that he was given the mandate to bring budgets back in check, especially after Rebel Moon. So if he made folks upset, well, that’s what he was hired to do! But also, he was described as “well-liked” at his hiring! In that case, I’m a bit sympathetic to Lin, since he may have been undercut by senior leadership, as often happens. Basically, a CEO hires a subordinate to be their “bad cop” and keep budgets in check, but then when talent complains, the CEO ends up undercutting them. That’s how I think you end up with a Narnia movie as expensive as any of the other flops, along with a film executive the town no longer likes. As a result, I think that Netflix is now executing a classic “hire the opposite” move by hiring Peter Rice. This phrase comes from my experience following football and basketball coaching decisions, where teams generally hire the opposite of who they just had. If you have an offense-minded head coach, hire the defensive guy. Or in college football, if you have a strong recruiter, then you pivot to an “X’s and Os” type of guy. Or in pro basketball, if you have a very analytically minded coach, you hire the player-friendly guy. I see that here. After dropping Scott Stuber—arguably a talent-friendly executive with lax budget control—Netflix hired the business guy to keep costs in check. Now Netflix is pivoting back to Peter Rice and presumably a more talent-friendly regime. (Disney, by the way, has done this twice: hiring business guys to succeed talent-friendly Bob Iger. It didn’t work out last time.) When it comes to Peter Rice…we’ll see! Maybe he works out, but maybe he doesn’t. I’d actually say the biggest problem is that Netflix still hasn’t solved its “IP Problem”, in that they don’t own much IP, so they just have a lower hit rate. The new executive won’t solve that. (Though buying Lionsgate would help.) Share “Content” - Bela Bajaria I almost published yesterday’s article after this column, but ended up flipping the order, because it told the story so well. So if you want the data for why Netflix is looking at TV to fix their problems, it’s in that article, this graph in particular: I know I just wrote that it’s often hard to judge executives, but Bajaria ran TV for six years and film for three and a half more. That’s more than enough to judge hit rates, and Netflix needs more hits. That’s the story. Since 2023, Netflix hasn’t had as many hit shows as it used to, and many of its previous power house TV shows have ended their runs (Stranger Things most of all). Also, many shows from 2020 to 2022 probably pre-dated Bajaria’s tenure. (That said, one thing may have been outside of Bajaria’s control, which I explain below.) Let’s lump some content strategy thoughts about Netflix and TV into one place: We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… Why I partially blame Squid Game for Netflix’s latest troubles… What is “the football trap”... Why it might not be the TV shows or films’ fault at all… What change I don’t think Netflix will make... How Bela Bajaria evolved Netflix’s TV strategy in smart ways… Whose departure likely submarined Bajaria’s final few years… One sneaky explanation for Netflix’s content struggles... And a whole lot more... ...please subscribe! We can only keep doing this great work with your support.
Peter Thiel says Apple has done 'nothing new' post Steve Jobs
The billionaire venture capitalist said eccentric CEOs like Elon Musk "are way better for society" than Apple Chairman Tim Cook.
I know our family vacations won't last forever. I'm not ready.
After 12 years of family vacations, I'm confronting the reality that my aging parents won't always be able to travel with us.
Popular Sol de Janeiro perfume mists, ranked from worst to best
Gen Z loves $39 perfume mists from Sol de Janeiro the same way millennials loved scents from Victoria's Secret and Bath & Body Works.
Zelenskyy says Starlink is working again in Ukraine
Zelenskyy's comments came after a chaotic 10-day period when connection speeds for Starlink were throttled in Ukraine.
I'm 38, my husband is 61. I'm now starting to feel our age gap.
Raising two young children has made me realize how much our 23-year age difference affects our lives.
Taken a trip with my friend every year since college; how we do it
Every year since graduating from college, my best friend and I have taken a trip together. It helps us stay in touch even though we live far apart.
AI data centers have a ghost problem
Speculative AI data centers and duplicate electricity requests may make the industry's very real building challenges look bigger.
My son's baseball season came with a lot of extra costs
I used to judge select sports parents. Now I'm one of them, spending more than $8,800 on my son's last baseball season.
Ukraine: Weapons makers can never consider a product done vs Russia
Ukrainian weapons makers race to stay ahead of Russian countermeasures, constantly updating their products with feedback from front-line soldiers.
We went to NYC and my 2 young daughters weren't into my itinerary
Our family vacationed in NYC for a week. We didn't see everything I wanted us to, and that's OK.
Boarded-up windows, museums closed to visitors: How businesses in Paris are preparing for another day of protests
As France prepares for another weekend of protests, some of its most famous streets and landmarks are bracing and boarding up.
Tech guru Paul Wick says 'doom and gloom' over AI is overblown
Paul Wick of Seligman Investments said the tech industry seems "healthier" today than during the Internet bubble, but flagged some trends to watch.
I bought a house in Japan at 23 with 7 college friends for under $20k
A recent college graduate teamed with friends to buy and renovate an abandoned home in Hiroshima, Japan. They're using it as an escape from city life.
Palantir cofounder says wife nicknamed AI agent after tradwife
Joe Lonsdale asked the "tradbot" to help his two-year-old break up with his binky: "It's telling me when to and when not to give it to him."
Airbnb Superhost: Guests shouldn't have to do chores before leaving.
I'm an Airbnb Superhost, and I support the new rules on guest chores. My guests pay to enjoy their vacation, not spend their last morning cleaning.
Warning: This review will make you want a wagon
Wagons have fallen out of favor in the US. Subaru has kept them alive — and the new Trailseeker is wickedly fun.
Bayern Munich insiders raised red flags over 'workaholic' Vincent Kompany's health weeks before training ground collapse
New reports have emerged suggesting that senior figures at Bayern Munich were increasingly concerned about Vincent Kompany’s health and lack of work-life balance weeks before his recent collapse. The former Manchester City captain was rushed to hospital after falling ill while observing a reserve team training session, leaving those present at the Sabener Strasse facility deeply shaken.
I'm 56 and spent 2 years job hunting despite my executive résumé
A 56-year-old cybersecurity executive shared the challenges in her years-long job search and how it led to her launching her own venture.
Want to avoid AI deskilling? Pilots may have the answer.
Pilots have long faced the risk of deskilling from relying on autopilot. Their experience may offer lessons for workers navigating AI at work.
I'm 67 and helping raise my great-grandson
Pat Zawko raised her grandson as her own child. Now that he has a son, she's finally enjoying being a grandmother instead of a parent.
Honeydew is betting big on the 'Hollywood dose' of Accutane
Accutane has a reputation as a drug of last resort for persistent acne. One founder is changing how it's prescribed, opening up access to mini doses.
AI Is exposing the internet's human slop problem
AI is exposing flaws in decades of human-written software. Vercel's Tom Occhino sees a chance to fix the internet's neglected foundations.
AI image generator test: Canva Craft vs. ChatGPT, Gemini, Meta Muse
While Canva's new image generation tool fell short at making a birthday card, it's catching up to more powerful models in creating realistic images.
Mark Cuban warns of AI threats at Reuters NEXT event
Mark Cuban compared AI agents to cockroaches that exploit weaknesses at scale, but said defenders can fight back using just as much AI.
Lions Pass Rush Must Make Jordan Love Uncomfortable Sunday
A Lions insider says Green Bay hunts big plays more than anyone, and Detroit's answer starts up front. #OnePride
Yankees Insider Reveals Shocking Stance on Cam Schlittler's Future
A New York Yankees insider has revealed a stunning stance on Cam Schlittler's future with the team.
Thermo Fisher Scientific (TMO) Benefits on Broad-Based Recovery Across Life-Science Markets
Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here. The Broyhill Equity Composite decreased by 0.3% in Q3, underperforming the MSCI All Country World Index, which gained 1.7%. For the first nine months of the year, the Composite returned 1.9%, compared to 13.4% for the Index. The […]
ESPN Floats Vita Vea as a Lions Deadline Sleeper
An ESPN insider floated Vita Vea as a Lions deadline fit. The catch is next year's money. #OnePride
I built 'stable' life and career, then quit; moved to Hungary
I spent years building a stable life in Scotland, then decided to quit my job and move to a new country. I'm struggling to find work, but I'm happier.
Microsoft’s AI Diagnostic System Outperforms Generalist Doctors on Complex Cases, Science Study Finds
Microsoft’s AI diagnostic system, MAI-DxO, correctly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation,
There’s a Reason That Netflix’s Ad Business Has Underwhelmed
Somewhat lost in the company’s slew of firings and engagement warnings over the past few weeks was the fact that Netflix is scaling back its ad forecast for 2026 from $3 billion to $2.7 billion. That’s despite the fact that: CTV is growing by 14-15% this year This year saw a monster upfront Netflix is the biggest streamer out there this side of YouTube, and was the platform that for years brands were supposedly dying to be a part of In other words, that’s an alarming pull-back from Netflix. A Wall Street analyst I spoke with last week was blunt, calling Netflix’s ad business “disappointing.” To me, a red flag on the ad front is that Netflix has never revealed how many ad-supported subscribers it has. Because if I know anything about how big companies work, if they have a positive number that makes them look really good - they tend to share it. (How many subs does go90 have right now? We’re not saying just yet. How are ads going on ChatGPT? Oh, a billion run rate - I see). Yes, to date Netflix has shared some fuzzy ad numbers, such as the idea that the company’s ad tier ‘reaches’ 250 million users globally.’ Here’s why that figure gives me pause: a)they lead with global, and b) they don’t explain how they are calculated. (Are they based on average people in each room? Surveys of some kind?). Regardless, some insiders say that Netflix’s ad tier is scaling nicely - others not so much. Either way, one of Netflix’s biggest challenge on the ad front appears to have been its starting point. Remember, when Netflix launched ads in 2022, it had 73 million subs in the US and Canada. That’s 73 million people who were used to Netflix with zero ads. And when the ad product rolled out, the company clearly was going after new users - a limited pool of potential subscribers by default. That focus seems to have changed over time, as Netflix has tried to convert longtime subscribers to the ad tier. Historically Netflix subscribers are very sticky. But is the company’s low churn a problem? Not necessarily, according to Antenna data. Rather, Netflix’s consumer loyalty is a bit of a double-edged sword. “Netflix is the one streamer which actually has seen substantial “trade downs” but has much lower ‘win backs,’ said Antenna founder Jonathan Carson (win-backs being people who were on the ad-free plan, cancelled, then rejoined on the ad plan). “Netflix has lower churn and so has less opportunity to win back old subs with a lower cost plan option.” This all might explain why Netflix has been so slow to roll out all of these table stakes targeting options until just this week. It likely didn’t have enough users to carve up into various targets. etc. However, what really hit Netflix’s ad business was Amazon’s move a few years ago to turn on advertising for Prime Video by default. Suddenly the market was awash in premium inventory, and Netflix was playing catch-up on multiple fronts. Thus, the streaming giant appears to still be figuring out if if wants lead in ‘programmatic TV,’ or premium ‘upfront’ TV sales. “The CTV market now sorts into three businesses, and Netflix is not the leader of any of them,” wrote analyst Jack Myers. Ouch. So how does Netflix ratchet up its ads business? Get the next NFL package You’re gonna have to wait until 2030 unless one of the bigger media companies like Skydance opts out, but the easiest (not cheapest) way for Netflix to become a huge TV ads contender is to get one of the regular NFL packages, ideally Sunday afternoons. That way it can sell ads to its whole U.S. subs base overnight. Go FAST This one is risky, because to program a compelling FAST channel, you’d likely have to take some older Netflix exclusive shows and make them available for free to non-subscribers. But FASTs, for better or worse, are ad-inventory machines. Go full UGC I’m not sure I see this happening. There is something already off about Netflix carrying podcasts and shows for creators. The experience sticks out in what is such a produced, and generally non-communal environment. But Netflix could open up its platform by allowing creators to upload videos without having to be approved by the service. But that opens a whole other can of worms (policing brand safety, copyright infringement, overall quality). Make a huge RMN Deal I was going to suggest something crazy, such as ‘instead of buying Warner Brothers, Netflix should buy Target. But the company doesn’t want to be in the brick and mortar business. Yet for Netflix’s ad business to compete in an Amazon world, it needs to be able to connect ad exposures to shopping. What if, instead of letting Amazon target Netflix viewers with its DSP, Netflix inked a deal with Target, or even took control of Roundel, and created its version of the Amazon full-funnel for brands? Price us out. I hope they don’t do this, but Netflix’s price increases - while significant - haven’t been enough to push long-term customers out of the ad-free tier. But if they made those prices so prohibitive, it could push large swaths of consumers to trade down. Then again, that could also dent engagement - as binging becomes much less appealing once you bring ads into the equation. Or, they could just launch a bunch of hit shows and maybe everyone will quickly forget all this angst. More from Amazon unBoxed A few weeks ago, I recorded two podcasts live at Amazon’s unBoxed event in San Francisco. I was able to go really deep with several brand partners about how Amazon’s various data and ad products work - particularly the under appreciated Amazon Marketing Cloud. First, I talked with Laura Abadias Velilla, of the Amazon specialty agency Amerge, along with Amazon’s own Charlotte Maines, Vice President, Devices Content & Advertising, about how the two partners helped a very specific printer company Epson launch into a brand new category - high end projectors. It’s a great example of how brands connect audience data across platforms to make budget deployment decisions. Next, I chatted with Monks VP Head of Digital Investment for North America Tom Burchill about how the agency actually brought in data from Linkedin to help target B2B customers across various Amazon properties for the brand Quicken. Check it out: Check these out, or just listen:
Whole Hog Politics: 5 House races that will tell the story of 2026
[Watch Whole Hog Politics Live: Hill Insider members can join us live today at 9 a.m. ET as Chris Stirewalt and host Bill Sammon go deep on this week’s political news. Members can join the discussi…