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Bernhard Capital closes $1B deal for Bowman Consulting
Bernhard Capital Partners has completed its approximately $1 billion all-cash acquisition of Bowman Consulting Group, making the national engineering services firm privately held and ending its Nasdaq listing. The deal combines Bowman’s technical capabilities, established client relationships and national reach with Bernhard’s industry expertise and track record of growing infrastructure services businesses. The companies plan […]
Health Equity & Access Weekly Roundup: November 6, 2026
This week in health equity and access: Medicaid cuts; mailed FIT outreach; EEOC pregnancy rules; GLP-1 Bridge access; and 2027 policy shifts.
Investors settle with KPMG over Silicon Valley Bank collapse
Investors involved in a class action lawsuit over the 2023 collapse of Silicon Valley Bank have reached a $224.5 million settlement with external auditor KPMG, Norway’s sovereign wealth fund said on…
Unfinished Business: The Lame Duck To-Do List for Hunters and Anglers
Bipartisan bills are within reach in the lame duck session, and each would deliver for fish, wildlife and the places we hunt and fish.
Whoa, I Missed It! Disney Starts Licensing the Household Silver, When IP Backfires, and More Big Content Moves
(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.) Over these last few months, the entertainment business story landscape revolved around Skydance (and their merger) and Netflix (and their leadership shakeup). I don’t even want to scan my archives to see how many times I wrote about just those two companies over the last six months or so, let alone how many times they demanded their own article. Oh, how I long for June, when I could avoid them and write about other mergers and acquisitions (Comcast and NBCUniversal; Fox buying Roku). Well, not really, but you know what I mean. That focus on just two companies meant I ignored a lot of fun and, more importantly, important stories. So, it’s also time for another “Whoa, I Missed It” article. These are stories I wish I had written about, but aren’t exactly current events anymore. And there are a lot of them! Fifteen stories in all, including a very important merger that I didn’t write about, my word of warning about the IP deluge, how “genre” TV is making a big comeback, Netflix’s latest smart acquisition (and a licensing divorce), Disney and HBO’s recent TV show buys (and what they say about reboots on TV), a big cable merger, Amazon’s new bundle, social media censorship, and a lot more. Subscribe Most Important Story of the Week - Buy, Sell or Hold the Latest Content Development and Licensing in 2026!!! Content is king. I’ve written that before, and I believe in it now more than ever. If I had to quantify it, and I have, I put it at about 50% of the fate of any given media company, be they streamer, network, bundler, studio or social platform. This is a hits-driven business, and, as I like to do about every so often, it’s time to check in on the latest content moves. These content shifts on their own aren’t usually enough to be the “most important story” of a week, but if you add them up, you can see the content landscape shifting. The stories also fell into two natural buckets: licensing deals and IP moves. Plus, I’ll offer my “buy, sell or hold” rating for whether I think the deal is smart for a given side. Let’s dive right in. Disney Starts Licensing the Household Silver Disney is starting to license their core brands to Netflix. Quietly, over the last couple of years, Disney had rented some 20th Century [Fox] shows and films to Netflix, but until now, the core brands had escaped that fate. Now? At least some Pixar films will make it to Disney (including Elio) and some Disney+ Originals (like Percy Jackson and the Olympians). Here’s my rating for each company: Disney: Sell. One is tempted to say Disney has started licensing the “crown jewels”, but I don’t think we see that yet. I’d call this the “family silver” instead, which isn’t quite as valuable. That said, Disney’s new CEO clearly is focused on shoring up the company’s profitability, and that means licensing deals, even at the expense of Disney+ exclusivity. This could also help bring eyeballs to Percy Jackson for the upcoming season, a similar benefit to “dual casting” this show, which I also think Disney should do. Still, in the long run, I’d protect the core brands more. Netflix: Buy. This is a smart move, assuming the price is right, and I’d bet it is. (Netflix’s content licensing teams are some of the best in the industry.) Of course, this is another data point that Netflix is moving away from making their own films and relying on licensing instead. That has downsides—they’ll always end up renting—but if you’re buying Disney content, that’s a good move. Prime Video Buys More Live Events Amazon’s Prime Video/MGM Studios keeps purchasing live events, including the Emmys (which I wrote about here) and some regional sporting rights. These bolster their NFL, NBA and Academy of Country Music Awards licensing deals. My theory here is that Prime Video knows that they can sell the advertising for more on live events than on their massive acquired/original inventory of shows and films. (As I’ve been showing with Reelgood’s data, they have a LOT more shows and films than other streamers.) Advertisers want live, engaged viewers, since they’re a lot more likely to be real. Prime Video: Hold. I like Amazon’s focus on live events, but it remains tough to evaluate this company, er, business unit, since we don’t know anything about their financials. Yes, Amazon’s CEO recently released a very carefully worded statement about Prime Video, claiming profitability, but we don’t know by how much by when. (It’s also not audited by third parties, so we have to take it with another grain of salt.) Plus, given that Amazon increased the price of the Emmys by about a third, they also likely overpaid. (Maybe that’s why they’re barely profitable, allegedly.) But also, I think they know they need to dominate live TV, and that’s a smart strategy! So I’m torn, but lean towards calling this a smart move. The Emmys: Definitely sell! I mentioned this in my “Streaming Bonus Content” article, but I really, really, really, really do NOT like this move for the Emmys. Chasing short term dollars over long term awareness is not a smart move. To reach the widest audience, the “dual-cast” format—meaning broadcast and streaming—just reaches more people. Skydance Takes Its Animation Back This is the story that made me want to write a “let’s catch up on content” column in the first place. Specifically, Skydance and Netflix have ended their animated film output deal. It’s not huge, since really, what film has Skydance Animation made that’s broken out? But strategically, it shows you how Skydance is positioning their company. Skydance Animation: Hold. Again, I still need to see Skydance Animation put out a hit or two before I can judge this as a smart move. The other worry for Skydance is they have a lot of overlapping animation houses now, and that’s going to end at some point. Still, if John Lasseter can regain his animation mojo—and his track record has been mixed at Skydance, ignoring his other issues—this could be a powerful point for Paramount. Netflix: Hold (put your films in theaters). Right now, with the Dan Lin upheaval and Peter Rice coming in, we don’t really know what Netflix’s plans for theaters versus straight-to-streaming films are. So I need to see what new films (if any) they buy/rent/produce to replace the Skydance flicks, but it will probably be a smarter investment of capital, since the straight-to-streaming films have just failed to break out, outside of one major example. Theaters: Buy! They do look like they’re gonna end up with more inventory based on the Skydance move, and now Netflix putting four to five films in theaters per year. For example, Netflix confirmed that KPop Demon Hunters 2 will come to theaters, and that’s going to be a smash. Disney+’s Reboot Future So those were the major licensing news stories, and now we get to the IP-related updates. Obviously, I’m generally pro-IP in content development. But that’s not some iron law; not all IP hits equally. Get ready for Entertainment Nuance Guy. And let’s start with a big worry. Scanning the news stories, Disney has three reboots on their lineup between ABC, Hulu and Disney+: Coach (on ABC), The X-Files and Glee. So are reboots as immune to failure as IP? 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 about… Why I’m skeptical about some upcoming genre and IP plays… How Skydance’s merger closing unlocked Paramount and HBO… The focus on “genre” across the streamers and studios… Some big creators leave Netflix… Netflix’s horror TV show licensing play (and what they should have done instead)… A huge merger that I didn’t write about... Whether or not we’ll see a major film tax credit… Amazon’s new megabundle of streamers… And (somehow) more… ...please subscribe! We can only keep doing this great work with your support.
Small-Business Owners Can Get a Free Crash Course on AI From Google and TikTok. Here's How
If you want to learn how to use AI to build an online presence or reach more customers, consider watching this upcoming seminar.
Acres partners with ‘The Builder’s Daily’
Fayetteville-based land data platform Acres.com recently reached a data integration partnership with a news and information platform of HousingWire. The platform, “The Builder’s Daily,” is focused on the residential construction,...
Youth mental health services, help for new families expanding in Indiana
The Villages of Indiana, the state’s largest provider for child and family services, is expanding its outreach to fill gaps in care for youth mental health and new parents.
In brief: Putting the squeeze on gene-editing techniques
Xiaojun “Lance” Lian, associate professor of biomedical engineering and of biology at Penn State, alongside biomedical engineering doctoral candidate Tahir Haideri contributed to a paper recently published in Matter. The research, led by scientists at the University of California, Los Angeles (UCLA), introduced a physical system that squeezes cells, temporarily loosening the DNA inside and making space for gene-editing tools to reach the target genes. The team said this is an improvement upon previous approaches because it enables a better yield of cell reprogramming, when researchers can coax one cell type to turn into another cell type. Lian and Haideri supported the research by guiding the molecular engineering of reprogramming cells from one type to another, building on their prior work improving how gene-editing tools are delivered to the cell’s genetic material. Editor’s note: The full article describing this work can be found on the UCLA news site.
Iowa Finance Authority awards more than $6 million to address homelessness
The Iowa Finance Authority board of directors has approved more than $6 million in funding to support 43 agencies providing shelter and services to Iowans experiencing homelessness or housing instability. The agencies’ combined service areas reach all 99 Iowa counties, with funding designated for the 2027 calendar year. “For someone facing homelessness, knowing where to…
Druski to expand on viral megachurch pastor skit in new Netflix series ‘Collect & Praise’
Actor and comedian Drew Desbordes, better known as Druski, who famously mocked prosperity preachers in a viral video skit earlier this year, will expand on that narrative in a new semi-scripted
This gen’s top 10 PlayStation Studios games
As we near the six-year anniversary of the PS5, we thought we’d dive into our estimates for the top-grossing PlayStation Studios games since the start of the gen. Together, the 10 games we’re covering today have generated over $6.5 billion across PlayStation (84.7%), Steam (14.1%), and Xbox (1.2% via just Helldivers 2). Let’s have a look at the top 10. Spidey and Kratos sequels take the top two spots God of War Ragnarok takes the top spot with $1.4B in revenue via 21.6M copies – 20.1M on PlayStation (75.2% via PS5) and the rest on Steam. Around 27.5% of the copies sold on PlayStation were physical. It’s another PlayStation evergreen seller, too. This year, Ragnarok has already sold 1.1M copies, generating $60M (68% on PlayStation), outperforming new 2026 titles like Gears of War E-Day and Saros. Overall, our estimates show that Ragnarok has been accessed by 6.7M PlayStation Plus players (it was added to the Extra tier about two years ago). So it’s performed that well this year despite subscription cannibalisation. That’s the pull of God of War IP. And that Bautista series on Amazon is going to be massive - bigger than Fallout, I reckon. Next up is Spider-Man 2 with $1.3B across PS5 (over $1.2B) and Steam (nearly $70M). Spider-Man 2 has sold over 19.1M copies overall, so it should pass 20M early next year. Spider-Man 2 is an evergreen title that always spikes around the holidays (mostly concentrated around Christmas week): In December 2023, it sold 2.1M copies, up 20% from November 2023 (the month after release) In December 2024, Spider-Man 2 sold 460K copies (natural decay), up 60% from November 2024. Despite the Steam version launching in January 2025, it still sold more copies – and made more revenue – the month before. In December 2025, it sold 328K copies, up 30% from November 2025. This year’s December and Christmas will be somewhat limited by Spidey’s February 2026 addition to PS+ Extra, where 6.3M people accessed it for the first time. While subscription inclusions always cannibalise premium revenues to some extent, Spider-Man 2 did manage to sell 578K copies in August 2026 – the most its sold since Q1 2024, following hype from the Spider-Man Brand New Day movie. Want more free estimates and insights in your inbox twice a week? Subscribe below! Subscribe God of War Ragnarok and Spider-Man 2 continue to be huge evergreen tentpoles for Sony. Together, both titles have sold 3.4M this year (2.3M for Spidey and 1.1M for Ragnarok), generating a combined $172.9M ($115.8M for Spidey and $57.1M for Ragnarok). Again, some premium games would take a leaf out of Kratos’ book (not Spidey’s!) and would kill for these numbers in year 1. And we can see why Sony wants to take a leaf from Steam’s book, killing physical to get higher margins from catalogue sales, ensuring they get their cut, and having more control over supply and demand (and pricing for their first-party titles). Hot rods, hellpods, and horizons Gran Turismo 7 takes #3 this generation with $841.9M in revenue via 12.7M copies sold. For more info on GT7, you can check out our write-up from earlier this week. Around 1.1M people have already played GT7 this month, less than six days in. Next up – at #4 – is the first second-party game on this list. Helldivers 2 has generated $786.3M via 23M copies sold across Steam (66.1% of the copies), PS5 (25.7%), and the 1.5-year-later Xbox port (8.3%). And there are plenty of players very dedicated to the Super Earth cause, as over 4M folks have played Helldivers 2 for over 100 hours, while 462K played for over 500 hours. That dedication to democracy is pretty topical… Anyway, Helldivers 2 still attracts about 700K players per day (more if there’s a significant update), and its August addition to PlayStation Plus Extra has led to 1.6M new players overall. This year, Helldivers 2 has sold over 2.5M copies, generating $81.1M in revenue. It’s another evergreen hit for Sony, and draws in engagement numbers similar to Arc Raiders. The Helldivers 2 model, in my opinion, should be the way PlayStation approaches its live-service and second-party releases. Want more free estimates and insights in your inbox twice a week? Subscribe below! Subscribe Horizon Forbidden West rounds off the first half of the top 10, generating $485.8M. That said, PlayStation completely stifled Horizon Forbidden West’s revenue by adding it to PlayStation Plus way too early (one year after launch). You can see the revenue drop-off clearly in our platform: As you can see: Forbidden West was still a healthy catalogue earner right before it was added to PS+ Extra, making about $1.23M a week on PlayStation across late 2022 and into January 2023. After it was added to Extra_, Forbidden West_’s weekly revenue halved to around $610K, basically overnight. Excluding launch month, Horizon Forbidden West generated about $67.2M on PlayStation in the period before the PS Plus addition. In the same period after it joined the service, that fell to $28.1M, a 58% drop. So, PlayStation didn’t trade a little bit of premium revenue for subscriber value here. It gave up well over half of it, and it cut momentum instantly for one of its premier franchises. Could you imagine the kind of cannibalisation if it launched day in date on Extra? Want more free estimates and insights in your inbox twice a week? Subscribe below! Subscribe And the cannibalisation wasn’t a temporary blip that bounced back once the game left the service in September 2024. By then, 19 months on PS Plus had already hoovered up most of the install base that would have bought it, so there was barely a premium audience left to monetise. PlayStation even added it back to PS Plus on October 21 this year, and sure enough, weekly revenue dropped again (by around a third); though, the numbers are small now that Forbidden West is nearly four years old. Worth the trade-off. The usual suspects, platformers, and an Asia-driven second-party hit As for the rest of the list: Ghost of Yotei has now generated $410.1M via 5.5M copies on PS5. Yotei popped off a bit a few weeks ago due to a content update, which we covered here. The Last of Part Us I, a remake that we covered here, has generated $341.3M in revenue (67.2% via PlayStation) via 6.4M copies. It was also added to PS+ Extra about two years after launch, where 7.8M people accessed it for the first time. Ratchet and Clank: Rift Apart has made $334.9M (93.6% via PlayStation 5). It’s now passed 5M copies sold overall. It’s sold 250K copies this year, generating $13.5M in revenue. Time for another Ratchet? Stellar Blade has generated $316.9M via PS5 (59.7%) and Steam (40.3%). However, the share of Stellar Blade’s 5.4M copies sold is far closer (50.4% on PlayStation, 49.6% on Steam) – despite the Steam version releasing a year later. China, Taiwan, and Hong Kong account for 48% of Steam copies and 35% of PlayStation copies (about 41% overall). These markets are regionally priced lower than others, hence the difference. Astro Bot rounds out the top 10 with $292.6M in revenue via over 4.7M copies sold. We covered Astro’s recent performance here, covering how Astro Bot is another evergreen seller and has been a hit with families. Want more free estimates and insights in your inbox twice a week? Subscribe below! Subscribe Even these bottom five games have generated a combined $281.7M this year in catalogue sales. PlayStation wants those numbers to be bigger in the coming years, which is one of the reasons it’s killing the disc (alongside the better margins it and publishers get through digital). No more used discs means more D2C revenue for PlayStation. On that note, we recently chatted to the New York Times again about PlayStation’s digital future, so keep your eyes peeled for that! The last word Reply to this email – or reach out here – if you have any feedback for the newsletter – or want to request a game for us to cover. Want to see why these companies (and many others) are subscribed to Alinea? Get a free platform trial! [Alinea Analytics boasts the most accurate PC and console estimates in the business. Game makers use our platform to understand their audience, keep an eye on the competition, monitor sales trends, and spot new opportunities. We equip game studios and financial institutions with accurate data and the confidence to make smarter, data-driven decisions. Want to talk about all things games market data? We’d love to chat!]
Welcome to B2A, or business-to-agent marketing
How to reach your newest customer—an AI agent.
What many get wrong about Amish or Plain Anabaptist communities, measles, and health
The U.S. has reported three measles deaths this week in three different states. All the affected were unvaccinated, and some were too young to get vaccinated, relying on herd immunity. Many states haven’t seen a measles death in more than 30 years. Measles is highly contagious, but it mainly spreads among those without immunity. Social factors typically shape these unvaccinated pockets. Many states describe these deaths as occurring among “under-immunized, rural communities.” (In the future, it could be among other tight-knit groups.) Small signals in the news point to many outbreaks right now among the Plain Anabaptists (APA), which include communities like the Amish and Mennonite. Many know APA communities from a distance through their bakeries, furniture, and roadside buggies. But most of us don’t know enough about them, their traditions, or how those traditions actually interact with health and disease. Rumors, misconceptions, and frustration fill those voids. Tristan Sharratt, a family nurse practitioner and rural health researcher who grew up near and works with these communities in Central New York (and a YLE reader who reached out!), says misconceptions continue to create major problems. If the U.S. wants to stop a tsunami of measles coming down the pipeline, or even support health in those communities proactively beyond measles (which is ideal), we must understand how specific communities protect themselves, their values, and the role broader society plays. This starts with a conversation and some self-reflection. Here are the top five lessons I learned from my conversation with Tristan.
After RTX 5090 and RTX 5080, the 'not discontinued' GeForce RTX 5070 Ti now reaches twice its MSRP
After the RTX 5090 and RTX 5080, the GeForce RTX 5070 Ti is seeing sharp price increases at US retailers. Some models now cost $1,500, twice their original MSRP. Copy
The Not-So-Science-Fiction Future
I have three desks. Each desk has a computer. Each computer has its own updates, its own programs, its own settings and its own small quarrels with the world. Each has its own job: business, research, experiments, entertainment. I reach…
Montana votes to ban corporate political money. Next stop? Probably the Supreme Court
Montana voters approved a novel strategy to restrict corporate political spending, setting up a constitutional fight that could reach the Supreme Court.
Grand Theft Auto VI set to break all entertainment launch records
The development budget for GTA VI has reached over $1 billion, higher than any prior game or movie, with first-week sales projected at billions
CU faculty to use award to study rural student success in science
CLEMSON — A Clemson University faculty member with a background in rural education outreach and research will use an award from the National Science Foundation to better understand how rural
Fast beam pinching via a plasma lens yields extremely brilliant gamma-rays
The fast electron beam pinching in nonuniform plasmas, where a density upramp acts as a plasma lens to violently self-focus the beam, offers a promising pathway toward ultra-bright gamma-ray sources with photon energies reaching up to the GeV scale.
Carmelo and La La Anthony reach divorce settlement 9 years after split
La La Anthony first filed for divorce from Carmelo Anthony back in 2021, citing irreconcilable differences. The two have a son, 19-year-old Kiyan Anthony, who is a sophomore at Syracuse University.
Chiefs’ Rashee Rice Files for Bankruptcy Amid Legal Battles: Report
In a bizarre turn of events, top Kansas City Chiefs WR Rashee Rice filed for bankruptcy in a federal court on Wednesday, adding to the frenzy swirling around him as the Chiefs reach the midway point of their season.According to ESPN reporters Nate Taylor and Michael Rothstein, Rice filed in the Northern District of Texas […] The post Chiefs’ Rashee Rice Files for Bankruptcy Amid Legal Battles: Report appeared first on HEAVY.
Michelle A. Williams: Rural and religious Americans lost faith in science. We can win them back
“Closing these gaps will take thousands of trusted people, in every community, doing the patient work of listening. That is how public health first earned the public’s trust, and it is how we will reach the Americans who feel left b…
Lakers hire Will Iger, son of new co-owner Bob Iger, as next G League announcer
Iger and venture capitalist Joshua Kushner reached a deal to purchase a majority stake in the Lakers for $12.5 billion in August.
Ballad Health, UnitedHealthcare reach agreement over Medicare Advantage plans
JOHNSON CITY, Tenn. (WJHL) — Ballad Health announced Thursday that it and UnitedHealthcare had finalized a multi-year agreement for UnitedHealthcare’s Medicare Advantage individual and group …
DTE Energy selling Vantage business for $3 billion to focus on electric, gas utility growth
The Detroit-based company announced it reached an agreement to sell nearly all of DTE Vantage, except EES Coke, to institutional investors advised by J.P. Morgan Asset Management’s Global Infrastructure group.
Record-low temperature created on China’s space station
With gravity's effects mitigated, atoms orbiting Earth on China’s space station reached about 10 trillionths of a kelvin.
Reaching Across the Aisle to Lower Health Care Costs
Following a panel organized by Penn LDI and Penn Washington, two health policy experts share how both aisles of Congress can reduce health care costs.
Penn Entertainment posts record third-quarter revenue
Penn Entertainment Thursday morning reported financial results for third quarter, including record revenue. Revenue reached $1.5 billion, Adjusted EBITDAR was $
Sensor Tower: GTA 6 pre-orders almost reach 8m, 74% bought on PlayStation 5
Pre-orders for Rockstar's title have generated an estimated $751 million in gross revenue
‘ResearchED’: Building the Case for Learning Science, One Saturday a Time
It started with a single gathering in London in 2013. Thirteen years later, it finally reaches the American heartland.
400,000-year-old teeth reveal a stunning twist in human evolution
A groundbreaking discovery is rewriting the story of human evolution, revealing that an ancient human species once thought to be an evolutionary dead end may have left genetic traces in people alive today. By extracting proteins from 400,000-year-old Homo erectus teeth discovered in China, scientists uncovered evidence suggesting that these early humans interbred with Denisovans, another mysterious ancient human group. That genetic connection may have eventually reached modern populations in the Philippines, Papua New Guinea, and other parts of Southeast Asia.
Vida Y Salud-Health Systems & Hampton Regional Medical Center Settle Data Breach Lawsuits
Settlements have been agreed to resolve class action data breach lawsuits against Vida Y Salud-Health Systems & Hampton Regional Medical Center. Vida Settlements have been agreed to resolve class action data breach lawsuits against Vida Y Salud-Health Systems & Hampton Regional Medical Center.
Storhäug Engineering expands beyond Spokane
Storhäug Engineering Inc. is experiencing high demand for its engineering, design, and consulting services in Spokane County, prompting the Spokane-based company to expand its geographic reach, says principal Austin Storhäug.
Sixers Star LeBron James Makes NBA History Against Pistons
LeBron James needed two baskets against the Pistons to reach a number no NBA player had ever hit. The post Sixers Star LeBron James Makes NBA History Against Pistons appeared first on HEAVY.
UConn football needs strong finish to reach bowl game
STORRS, Conn. (WTNH) — The UConn football program hasn’t been to a bowl game in three consecutive seasons since 2007-09. If the Huskies reach a bowl game this season, it would be a great momentum builder for coach Jason Candle. But after last Saturday’s loss to Air Force, the Huskies may have an uphill climb. […]
AMC Entertainment Holdings (AMC) Just Climbed, What Is Catching Investors' Attention?
AMC Entertainment Holdings (AMC) just posted third quarter 2026 results that shifted the story. Revenue reached US$1,711.1 million and net income came in at US$109.3 million, compared with a loss a year earlier. AMC Entertainment Holdings has ridden a wave of optimism into these numbers, with a 1 day share price return of 7.32% and a year to date share price return of 118.63%, sending the stock to US$3.52. Momentum has been strong in the shorter term, including a 30 day share price return of...
Hacked Facebook Marketplace account costs Tazewell small business owner thousands
TAZEWELL, Tenn. (WATE) — A scammer has hacked his way into the Facebook Marketplace account of a small business owner in Tazewell, and the breach has cost the owner a lot of money. Larry Meredith s…
Melbourne business owner offers free help to flood-damaged vehicles
A Melbourne detailer is offering free help to flood-damaged vehicles after deadly flooding, and 300 people have already reached out.
LaMelo Ball Makes NBA History in Timberwolves' Win vs. Bucks
Ball needed just 311 games to reach 1,000 career three-pointers, the fastest anyone has ever done it.
AHF • Reaching Men Where They Are Can Improve Their Health Outcomes
Health services must reach men in their communities, and create opportunities for open conversations about prevention and care.
Melco Resorts & Entertainment: Adjusted EBITDA reached $288 million as Macau softness sharpened focus on cost discipline and deleveraging
Q3 adjusted property EBITDA was $288 million, or $298 million adjusted for VIP hold, while Macau demand softened and competition remained intense. Deleveraging and disciplined reinvestment remain priorities; 2027 CapEx guidance was reduced to $275 million.Based on Melco Resorts & Entertainment Q3 2…
Gaston County health official works to expand mental health resources for teens
Trey Sarter, mental health coordinator for Gaston County Public Health, is working to reach the county’s younger population, a group he said has become a top priority for local public health leaders.
Digitizing health campaigns: lessons from Benin, DRC, Kenya, and Nigeria
Digitizing health campaigns in four African countries reached 24 million people. See the results, five lessons, and webinar dates.
Nintendo's Switch 2 Game Card Situation Just Became Dire
We're reaching a point where owning a physical title could soon be treated as a luxury.
Turkey flood losses hit $229M
Insured losses related to the Oct. 14 and 15 floods in Turkey have reached at least 11.5 billion Turkish lira ($229 million), with Istanbul accounting for 90% of the total, according to the Insurance…
Reps grill auditor general over Health Department oversight lapses
Less than 1% of Michigan Public Health Institute spending reached universities
Report Milan agree record 50m-a-year Adidas kit deal
La Gazzetta dello Sport reports that Milan have reached a record €50m-a-year agreement with kit manufacturer Adidas, which will design the Rossoneri’s shirt for ten years starting in 2028.Milan wi...
MSGE: Revenue rose 37% as live entertainment demand and adjusted operating income strengthened
Q1 revenue rose 37% YoY to $217.1M, with adjusted operating income reaching $34.3M. Management expects healthy live-entertainment demand and robust FY 2027 growth; quarterly share repurchases were approximately $25M.Original document: Madison Square Garden Entertainment Corp. [MSGE] SEC 8-K Current…
St. Monica High reaches flag football final in inaugural season
St. Monica put together its girls' flag football program for this season and they'll be playing for the Southern Section Division 6 championship.
UTA aging study reaches milestone, reveals health risks
UTA research project surpasses 300 participants, uncovering serious medical conditions along the way
$2 Million Settlement Resolves Covenant Health Data Breach Lawsuit
Covenant Health, St. Joseph Healthcare Foundation, St. Joseph Hospital, St. Joseph Hospital Nashua, N.H., and other Covenant Health facilities were named Covenant Health, St. Joseph Healthcare Foundation, St. Joseph Hospital, St. Joseph Hospital Nashua, N.H., and other Covenant Health facilities have agreed to pay $2 million to settle a class action lawsuit stemming from a May 2025 security incident.
Elon Musk’s record election bet backfired. The backlash may reach beyond one billionaire
Elon Musk's $474 million election gamble falters as Democrats threaten his Texas empire.
Mobile medical clinics keep mothers and babies healthy
World Vision’s support of a mobile medical outreach clinic in Malawi ensures that more mothers and children receive the healthcare they need.
Chilling Health Update On Former Penguins Veteran Forward
While he is not best remembered for his time with the Pittsburgh Penguins, Hall of Fame forward Jarome Iginla spent part of his career in the Steel City after Pittsburgh acquired him from the Calgary Flames at the 2013 NHL Trade Deadline. Iginla helped the Penguins reach the Eastern Conference Final, where they were swept […] The post Chilling Health Update On Former Penguins Veteran Forward appeared first on HEAVY.
The Last Disney+ Original?
(Welcome to my weekly streaming ratings report, the single best guide to what’s popular in streaming TV and what isn’t. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. If you were forwarded this email, please subscribe to get these insights each week.) Before we get going, I wanted to remind readers about how I plan to keep your trust while I add advertising to this newsletter. As you’ve no doubt noticed, I’m running ads now, but the danger is that it could impact my analysis and writing. I have a list of sponsors on my About Page, so if you think I’m biased, you can check out who’s sponsored this newsletter! This is something that I’m not sure anyone else in digital media does (if you’re a writer or media outlet and you do this, let me know and I’ll shout you out!) but it’s something I’d love to see embraced by the entire industry. Sunlight, i.e. transparency, is often the best disinfectant. Okay, on to this week’s issue. We (finally) have another major Disney+ TV show to talk about, so that’s my main focus for today. Plus, we had a lot of new shows come out, including the fourth seasons of The Diplomat and Tulsa King! And Love is Blind! The Lowdown! Also, four (four!) straight-to-streaming films came out this week, featuring a lot of big names and celebrities, so I’m going to look at those. All that, mixed news for the WNBA, Reacher ends its run on the charts, Skydance does well in September viewership, NYU’s Sundance dominance, all the flops, bombs and misses, and a whole lot more. Let’s dive right in! (Reminder: The streaming ratings report focuses on the U.S. market and compiles data from Nielsen’s weekly top ten viewership ranks, Luminate’s Top Ten Data, JustWatch and Reelgood interest data, Samba TV household viewership, company datecdotes, Netflix hours viewed data, Google Trends, and IMDb to determine the most popular content. While most data points are current, Nielsen’s data covers the weeks of October 12th to October 18th, 2026. You can find a link to my terminology here.) Subscribe Television - Disney+’s Porridge Problem Listen, per my headline, VisionQuest isn’t the last Disney+ Original. At least, I’m pretty sure it’s not. They have other MCU shows in development. Well, maybe one: But it sure feels like the end of an era. I’d call it their “porridge too hot” era, to quote myself from The Ringer. I told Ben Lindbergh that Disney+ seemingly couldn’t figure out the right amount of content. In the heights of the Streaming Bubble Era (circa 2019 to 2022), they started releasing an insane amount of TV shows. After their growth slowed, they’re down to two or three shows a year, and that might be down to 1 by 2027. Here’s my TV shows by year chart: Even at the time, I thought Disney was making too many shows (that cost too much). Today? They’re definitely making too few shows (though the budgets are more in check, at least according to the reporting). Porridge too hot, porridge too cold; too many shows, now not enough. Which makes evaluating VisionQuest so interesting. This show didn’t have a great lead-in, whether it be a Marvel Cinematic Universe film (the last non-Sony-produced-Spider-Man flick came out The Fantastic Four from July of 2025) or Marvel Cinematic Universe TV show (the two this year were Wonder Man back in January and _Daredevil: Born Again_in May, both of which underwhelmed). And so far, VisionQuest hasn’t quite recaptured the MCU Originals glory, but it has some signs of sparks. First, it made Samba TV, though at a lowly ninth place. At least it made it, a feat some other Marvel shows didn’t accomplish. (Ironheart landed on the Samba TV charts one week at tenth place, but Wonder Man and Daredevil: Born Again both missed.) VisionQuest also made Luminate, though with only 3.0 and 7.6 million hours. But it missed Nielsen in its first week. The best news might be its 7.8 on IMDb, on 12K reviews so far, great numbers, even for a superhero show. Looking at those numbers, this show will really need to pick up in future weeks—and it may since it’s coming out weekly—or Disney will have another disappointment on its hands. Disney+ binge-released their last few shows to try to boost numbers, but that meant shows like Iron Heart and Wonder Man didn’t last long on the charts. _Daredevil: Born Again’s_last season missed entirely (though it came out weekly). Here’s the Disney+ Originals by totals: And for a fun new look, here are those same shows, rearranged by the years they came out: That really shows that, in addition to Disney+ releasing fewer shows, those shows just don’t hit like they once did. If I had to offer one main explanation, it’s that Marvel Studios moved away from characters who starred in the Avengersmovies (The Scarlett Witch, Vision, Hawkeye, Loki, Falcon, Winter Soldier) to characters who didn’t (Moon Knight, She-Hulk, Iron Heart, Wonder Man, Daredevil). It sounds trite, but more popular IP tends to do better than less popular IP. In Marvel’s case, beloved, decades-old characters trump newer ones. And yes, I think this is a problem for Disney. The failure of Marvel TV shows to linger for weeks on the charts, unlike in 2021 and 2022, explains why Disney’s share of the charts has plummeted: That’s a strategic issue. Yes, these shows are really expensive, but without them, Disney+ will struggle, especially if Disney+ keeps raising prices AND licenses out its shows non-exclusively. My recommendation? Return to the core value proposition, which is Disney+ as “genre HBO”. The goal is six shows a year, coming out weekly, spaced out throughout the year. When a show hits, keep it coming back. Make three to four of those shows Marvel or Star Wars, and fill out the rest with IP swings like Percy Jackson, Goosebumps or something like National Treasure. And make YA-skewing shows like Coven Academy to fill out the schedule. Disney, you can get this porridge just right, er, make the right number of shows. Quick Notes on TV Netflix’s sophomore, er, junior, er, senior season slump abated very, very slightly this week. I speak of The Diplomat, which returned for its fourth season on 15-Oct. Credit where credit is due, this show debuted in April of 2023, and has put out new seasons every year since. Has that helped the viewership? Not really. This season opened to 16.4 million hours, which is down significantly from the first season (21.7 million hours) and down somewhat from the second season (18.0 million hours), but it is up from last year’s 14.2 million hours opening. On Samba TV, it opened to third place; that’s also very good. On Luminate, it opened to 25.0 million hours, which is good, but over thirty million hours is a hit on that platform. Netflix wisely renewed it, since it’s steady and, frankly, Netflix needs hits.1 Paramount+ put out Tulsa King’s fourth season on a Friday. After putting out most of their big, usually-Taylor Sheridan-scripted shows out on Sundays last year, they’ve clearly moved to Fridays going forward. Was this a thought-out strategic change, Netflix mimicry, or a data-inspired move? Tough to say. Fridays are crowded with new movies, but so are Sundays with new shows. Anyways, this one is coming out weekly, and we haven’t seen it hit the Nielsen or Luminate charts yet. But it did make Samba TV at fifth place, which is a good opening. Still, if this doesn’t make Luminate or Nielsen next week, I’d call it a disappointment. Netflix had two unscripted shows hit the charts this week, one a docu-series and one a reality competition show. Tyson is a four-episode docu-series about one of boxing’s most popular fighters, and it made both the Samba TV and Luminate charts, but not Nielsen. That’s a solid run for only four episodes (assuming it didn’t cost an arm and a leg to produce). Netflix’s latest season of Love Is Blind also returned for its eleventh season, which opened to 10.0 million hours, down from previous seasons. It also had 11.0 million hours according to Luminate, roughly in line with the Nielsen numbers. Last issue, I analyzed the triple successes of Below, Carrie and Crystal Lake, noting that all three have done well. I mostly used Nielsen, but all three shows also made Samba TV (see above). Crystal Lake in particular did very well on Luminate, getting 35.0 million hours, top for Peacock among first seasons: The top “show” of the week would have been Thursday Night Football again, at 41.7 million hours. This is still above last year’s game, but it continues the season’s overall downward trend, which happens every year. (Though a big week is coming, based on the news stories I’ve seen.) As I said before, I’ll do a deeper dive on all the October games later this month, with comparisons to previous years. One company is quietly on a roll, when you consider the shows it makes and streams. I speak of Skydance—a point Variety made—noting that it produces Neagley and Reacher for Amazon, along with Paramount+’s Lioness, which means it produced three of the top four shows of September according to Nielsen. By the way, Neagley fell off the Nielsen charts after four weeks, which is a pinch short for how well it started, but it’s still a huge success. (Interestingly, it finished just 7.3 million hours ahead of the cancelled Ride or Die.) The point, though, which I’ve made before, is that Prime Video still has a problem with how many co-productions it buys, most notably _The Boys_from Sony and Reacher/Jack Ryan from Skydance. It’s not a critical flaw—everyone licenses shows—but Amazon still struggles to make its own hits. Reacher finally fell off the Nielsen charts, so here’s its final rank for season four: 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… ...An example of the algorithm NOT picking a film… …whether or not Netflix buys shows simply for the movie poster… ...if East of Eden is above the Obliterated Line... ...what four star-studded straight-to-streaming films didn’t chart... ...and a whole lot more... ...please subscribe! We can only keep doing this great work with your support. If you want an idea of just how much content you’d get in a full issue, check out this older issue.
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Phantom Blade Zero made $223M on Steam and PS5 in five days
Phantom Blade Zero was always going to be a hit. We’ve been banging on about it for months now. Well, the results are in, and Phantom Blade Zero has indeed been a hit. Yesterday, S-Game reported that Phantom Blade Zero has sold 4M copies. As of this morning, our estimates show that Phantom Blade Zero has generated $223M via 4.3M copies sold across Steam (3.1M) and PlayStation (1.2M). This instantly makes Phantom Blade Zero this year’s #10 new 2026 game by premium revenue across Steam, Xbox, and PlayStation – and without an Xbox release to boot. Want more free estimates and insights in your inbox twice a week? Subscribe below! Subscribe Combined, China, Taiwan, and Hong Kong account for 55% of Phantom Blade Zero’s copies sold – 56% of copies on Steam and 50% on PlayStation. But revenue is slightly different. Phantom Blade Zero actually made more revenue outside of China However, due to regional pricing, China, Taiwan, and Hong Kong account for a lower share of revenue, 45%. The three countries account for 40% of Phantom Blade Zero’s revenue on PlayStation, and 47% on Steam. This is due to regional pricing, which you can easily check in our platform: Using the $59.99 USD base price as a starting point, we can see that Phantom Blade Zero costs the equivalent of $40.31 in China (-32.8% of the US price) and $41.80 in Hong Kong (-30.3%). So while Chinese culture is at the heart of Phantom Blade Zero (in terms of theme and player base), it’s actually making more money in non-China markets. In fact, markets outside of China, Hong Kong, and Taiwan account for $123M in Phantom Blade Zero revenues via 2M copies. Even when we remove revenues from these markets from the analysis, Phantom Blade Zero remains a top 20 new 2026 title by revenue across Steam, Xbox, and PlayStation. Want more free estimates and insights in your inbox twice a week? Subscribe below! Subscribe In other words, Phantom Blade Zero is a global hit. It’s not all China – or even majority China, when it comes to revenues. The China spring board helped, but a successful State of Play and – more importantly – positive reviews helped this one land in other markets. Quality sells. China was hyped from the start, but Western players needed more convincing As we wrote back in August, China was always going to show up early for Phantom Blade Zero. Our daily Steam revenue data shows just that, and we can see when S-Game’s banging RPG won over players outside of China: On the day Phantom Blade Zero’s Steam pre-order button went live in mid-August, China accounted for nearly 70% of Phantom Blade Zero’s Steam revenue. The shares hovered around 68% throughout August. This is the hometown-hero effect we’ve covered in the past, with the home market committing first – almost sight unseen – on national pride and a lush-looking trailer alone. Then things get even more interesting. Following the State of Play on August 18, US daily revenue more than doubled (from $72K to $146K), China’s daily take nearly quadrupled ($237K to $892K), and the rest of the world’s revenues also more than doubled. As China spiked so much harder than the others, its share of revenue hardly moved, holding at around 68%. So the by-all-counts-awesome State of Play got non-China markets and the West interested (you can see daily spend jump), but it didn’t move the needle for overall revenue shares. Positive reviews were the Western tipping point. US daily revenue went from $106K on October 25 to $230K when the embargo lifted on the 26th, to $463K on the 27th, to $899K on the 28th. So nearly 8.5x more revenue in four days, boosted by the positive reviews and subsequent word of mouth. When Phantom Blade Zero launched on the 29th, things hit critical mass. On launch day, the US and the rest of the world combined out-earned China for the first time in Phantom Blade Zero’s whole pre-order history. You can see this unfolding pretty nicely in the revenue shifting shares, too. China’s lifetime revenue share sat at 68% in August and was still 65% as late as October 25th, but it dropped to 45% by November 2. Over that same period, the US nearly doubled its share from 10% to 18%, and the rest of the world climbed from 25% to 38%. Want more free estimates and insights in your inbox twice a week? Subscribe below! Subscribe That’s not to say that China sold less – far from it. The West and non-China markets just showed up later, won over by the reviews and word of mouth. However you look at it, Phantom Blade Zero has become one of this year’s highest-grossing premium games. Daily volume seems to be decelerating a bit (which is natural), so subscribe below for more updates on performance. Speaking of performance and deceleration… Gran Turismo 7 is one of PlayStation’s biggest earners While games like Ghost of Yotei, Helldivers 2, Astro Bot, Wolverine (2.7M now, by the way), and even Marathon and Saros tend to get all the headlines (we hold our hand up there, too!), there’s one PlayStation game from the past five years that’s earned more than all of these games: and it’s one that’s rarely talked about in enthusiast circles. Gran Turismo 7, which launched in March 2022, has sold 12.7M copies. This amounts to $840M in revenue, second only to Spider-Man 2’s $1.3B – if we’re talking PlayStation first-party for this generation. Gran Turismo 7 still brings in around 3M players every month (and between 400K and 700K active players per day). It’s also an evergreen seller every year. For example, Gran Turismo 7 generated: $189.7M in 2023 via 2.9M copies $161.3M in 2024 via 2.7M copies $119.1M in 2025 via 1.7M copies This year, Gran Turismo 7 has already sold 1.3M copies, generating $74.7M And there’s more laps to come Every December is comfortably GT7’s biggest month of the year (except launch), and the gap is widening there. December generated 2.1x a normal month in 2023, and by 2025 that had grown to 2.8x. Want more free estimates and insights in your inbox twice a week? Subscribe below! Subscribe As the typical months cool off with age, Christmas always holds strong, so the holiday period is becoming a bigger slice of Gran Turismo 7 yearly revenue. For Gran Turismo 7, the week around Christmas does 3x to 5x a typical week – three years running: Christmas week 2023: $14.7M (4.6x the year’s median week) Christmas week 2024: $9.3M (3.3x) Christmas week 2025: $8.5M (4.6x) These Christmas peaks happened at the full $59.99 (Gran Turismo 7 wasn’t discounted at all in December 2023 or December 2025). And although there was a discount late in December 2024, GT7’s peak week that year still happened at full price. You can really see why PlayStation hasn’t added this one to PlayStation Plus, eh? Say it after me: Subscriptions cannibalise premium revenue! On that note… Let’s take a quick look at how Gran Turismo 7 is doing versus its nearest competitor, Xbox console exclusive and long-running sim racer Forza Motorsport (released in 2023 as a reboot for the franchise, about 19 months after GT7). Forza Motorsport has sold around 1.3M copies across Xbox (75.4% for Xbox console and PC) and Steam (24.6%), grossing $89.9M across those platforms. Launch aligned, and on just PlayStation, Gran Turismo 7 had sold 10.2M copies, generating $676.1M, by that point. In other words, Gran Turismo 7 has sold the same number of copies this year as Forza Motorsport has sold since launch. When all is said and done, Gran Turismo 7’s 2026 revenues will have lapped Motorsport’s lifetime, too. It’s worth noting that Forza Motorsport was not released on last-gen consoles, and under a quarter of Gran Turismo 7’s revenue has come from PS4 consoles. Critically, Forza Motorsport is also on Game Pass, where nearly 7M players have accessed it. Meanwhile, the Forza Horizon series has been performing incredibly in terms of revenue. This year’s Forza Horizon 6 has generated $583.7M across Xbox and Steam despite Game Pass cannibalisation, and last year’s Forza Horizon 5 PlayStation port has generated $383.5M on PS5 alone. So two questions, then: How well is Forza Horizon 6 going to do when it launches on PS5 in January? Hit subscribe to get that in your inbox in January (which is in two months somehow!?) Subscribe 2. Open-world arcade Gran Turismo when? Also, if you like arcade racers, go and play Star Wars Galactic Racer. It rules. Like GOTY material, seriously. The last word Reply to this email – or reach out here – if you have any feedback for the newsletter – or want to request a game for us to cover. [Alinea Analytics boasts the most accurate PC and console estimates in the business. Game makers use our platform to understand their audience, keep an eye on the competition, monitor sales trends, and spot new opportunities. We equip game studios and financial institutions with accurate data and the confidence to make smarter, data-driven decisions. Want to talk about all things games market data? We’d love to chat!]
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OpenAI: ChatGPT Search Is About 20% of Google’s, 250 Million People Speak With ChatGPT, and Chat Is Merging With Work
OpenAI says ChatGPT growth is accelerating. The company added 200 million users over just the past two months, jumping from 1 billion to 1.2 billion weekly active users in 60 days. Its search volume, it says, is approximately 20% of Google’s. Its users create 1.5 billion images with it per week. And its voice mode, between dictation and speaking with ChatGPT, now has 250 million combined weekly active users. ChatGPT consumer product lead Adam Fry told me this during a brief fireside chat at an OpenAI-hosted dinner in New York City on Monday night. “The growth is just going big,” he said. During our conversation, Fry also revealed plans to merge ChatGPT’s Chat and Work modes (so that confusing toggle up top will soon go away), agreed with feedback that ChatGPT-created restaurant signage looks too uniform, and addressed the cost to serve its personal assistant Dots. Here’s a look at our full conversation, lightly edited for clarity and length. We also cover image generation, interactive interfaces, advertising, education, and public unease about AI: Alex Kantrowitz: OpenAI has analyzed ChatGPT’s search volume and compared it with Google’s. What did you find? Adam Fry: ChatGPT has been growing quite quickly. ChatGPT’s volume of search-like queries is now roughly one-fifth the volume of queries of Google. It’s a pretty amazing statistic when you think about it, mainly because we started just about a year and a half ago. It’s hard to remember this, but ChatGPT at a time didn’t have any up-to-date information. You’d ask a question, it would say something like, “It’s past my training date,” and nobody had any idea what that meant. You’re saying ChatGPT’s search volume is one-fifth of Google’s. Bing’s share of the search market is around 5%. Does that make you multiple times larger than Bing? To say that more directly, ChatGPT has gone from one billion to 1.2 in just the last two months. That’s roughly 100 million users in 30 days, and another 100 million in another 30 days. The growth is just going big, and we’re staying very focused on how fast ChatGPT is growing. What counts as a search? I might have 20 prompts back and forth in a ChatGPT conversation. Does each one count as a query? Story continues below… A MESSAGE FROM OUR SPONSOR Move upmarket without a rebuild Moving upmarket means saying yes to what enterprise buyers ask for first: SSO, directory sync, and audit logs. WorkOS gives you all three, so your team keeps building the product instead of the checklist. Get enterprise-ready. Continued from above…. Adam Fry: What people came to ChatGPT for to start, if you go back about two years, is really writing help and coding help. Those wouldn’t be things that you really search for. What we’ve seen over the last year is people have grown into all these other topics. Things like you’re looking up a person or people or a place or a thing, and it requires up-to-date information. That’s a key element. Another big part is finance questions or health questions, where you really want to make sure it’s up-to-date information that’s quite factual, and we’ll do a web search for those questions. It’s basically anything that a user would have traditionally gone to a traditional search engine for, but is now deciding to go to ChatGPT for. Does each conversation with a search embedded count as one search, or does every question that requires a web search count? Every time you ask a question and go search the web, that’s a search. You used to work at Google. How would you say the nature of search is changing? One of the things that people really love about ChatGPT is this personalization and this understanding of the broader journey. If you look in the past, people would go for a Q&A box, and you’d ask a one-off question, like how tall is the Eiffel Tower. But there’s so much context in our lives around, “Maybe I’m taking a trip to Paris.” It’s actually helpful for ChatGPT to respond, “Here’s how tall the Eiffel Tower is, but I know you’re going on a trip to Paris.” It’s that ability for people to actually maintain context over time that has led them to start using ChatGPT in this way. You’ve also announced 250 million weekly active users of voice input, including dictation and conversations with voice mode. We are at 250 million weekly active users. What’s amazing about this is, if you look at those 250 million, what we’re seeing is it’s actually also incremental to the product. It’s no longer just a novelty. People aren’t just trying out voice. We’re seeing them use voice input day to day in their daily life, and it’s grown so quickly. Those 250 million users are using voice input, and that could just be a quick question or a long conversation. We’re seeing both behaviors. We’re seeing people just not want to type. You just hold it and start talking to it, or it turns into a longer conversation where people just sit with it. The big reason for this is the frontier capabilities of our models that we’ve shipped. We shipped what we call GPT Live 1, and then we shipped GPT Live 1.1. The big change with this is that it’s much more natural to speak with. It’s something we call backchanneling and interruptibility. Mhhhm… What you just did there is what the model does, because it’s really good at having a bidirectional conversation. That push to the frontier—we were the first to really release this at scale—has made it so much more natural for people to chat. That’s still only about 20% of the user base. From the outside, that looks small. Why is it exciting from the inside? It’s very exciting for a few reasons. We see from the data that when people start using voice, they stay around using voice. One of the things, transparently, we can do a better job of is bringing more people into discovering it. We see that the number of people who discover it could be a lot higher. But once they do, it’s a really new way for people to interact with AI. We’ve made a lot of improvements to it too, where we’re just going to see the number go up. You have background mode, so now by default, if you close the app, it’ll show, “Hey, the conversation’s still going.” If you want to walk around the house or you’re putting away the groceries, you can still have a chat. That kind of continuity has also changed how much people use it. Dots launched on September 29 and is about a month old. How’s it doing? It’s doing great. We talk to people about their Dot, and the first thing that everyone says is, “I love my Dot.” One of the reasons we’re seeing this is the proactivity, its ability to reach out to you and figure out things. The biggest use case I see all the time is, “Did I forget something today that I was supposed to do?” You can just say to your Dot, “Remind me of things at the end of the day that I may have forgotten. Somebody emailed me or messaged me,” and it’ll do that. This Dot changes the paradigm of the relationship with AI, where it’s actually helping you and giving you time back. You’re more conservative with permissions than some competitors. I tried to give my Dot my credit card, and it wouldn’t take it. With the creator of OpenClaw in-house, why are Dots’ permissions more limited? This is a space where we want to be very thoughtful and conservative because it’s a new space where you’re entrusting your Dot to take care of things on behalf of you that matter and are meaningful. We’ve just talked about how you go to this 1.2 billion user growth and asking questions. Now we’re asking people, “Can you ask ChatGPT or your Dot to help get things done?” But when you ask it to help get things done, it’s a whole new level of trust. We’ve built up a tremendous amount of trust in giving the right answers to your questions, and we want to make sure that when we build this new product, it has a high degree of trust. It’s a long game. We think this is going to be a new market for a very long time, and we want to make sure that we’re being this trusted player in the market to start. I initially thought Dots would be available on my $20 plan, then realized I had to spend $100 a month to get it. I upgraded, but I’d like to downgrade at some point…. We hope to keep earning your business and make the value good enough. It’s a really good point. ChatGPT’s goal more broadly, which I think is unique for us in the market, is we are focused on bringing intelligence to everyone safely across the entire world. For Dots in particular, there’s no difference. We don’t have anything to share tonight about the date of when Dots will go to a broader set of users. But you can rest assured we’re working very hard, and there are a couple things we have to get right. Over time we’re going to work on more efficient, agentic models that are able and capable of doing things for you. The first one is, right now we wanted to make sure that your Dot is actually really helpful. We started with some of our best models, but over time we’re going to work on more efficient, agentic models that are able and capable of doing things for you. The second thing is around proactivity. We’re still dialing in: How much do I message you to help you get things done? We can always play around with that to understand how much usage should a user use to have a successful Dot. We’re going to work on both, and our goal and ambition is to bring it out to all users. How much background computing does a Dot require? I’ve read estimates that serving a $100 subscriber might cost OpenAI $3,000 in compute, and mine seems to read every email that arrives. How often is it checking connected data sources? Right now, Dots are on the compute-heavier side, and this is one of the things we want to make sure that we can dial back over time. But the goal is to give you the best product. This is our premium, always-on personal assistant. Once we nail that, we’ll figure out how to dial back the compute needs. The thing we’re seeing also from our models, as we train frontier models, is just how—I can’t even keep up with how quickly we have a new model, and each new model is more efficient. If you looked at 6.1 Sol when it came out relative to Astra, much more efficient. I’m very excited about the next set of models we have coming too that’ll be even more efficient that we can use. Elon Musk said the cost of serving Grok Bot was unsustainably high relative to revenue. Is efficiency the key to winning against competitors, or is there more to it? There are a couple of factors that go into it. One is the cost side, but the other is the revenue side. On ChatGPT and on our consumer business, we’ve been extremely proud of our ability to diversify different revenue streams in a way that’s growing really fast. To give you another stat, we announced several months back that we had passed 50 million subscriptions, and the number has grown considerably since then. On ads, within 200 days, we reached more than a billion in ARR, and that business is growing extremely quickly. We also have credits. Rather than paying for subscriptions, users can buy more credits. Between credits, subscriptions, and ads, I’m confident that the value of a Dot is going to be able to pay for itself. Elon has subscriptions too. This is clearly an expensive product to serve. One thing we continue to bet on at OpenAI and ChatGPT more broadly is that the models will continue to get much better and much cheaper, way faster than any of us think. If you look back at the historicals on it, it continues to be true. From what I’ve seen, I see no slowing down of that. What is Meta doing right with Muse? It has spent a lot of time atop the App Store charts. There are a couple of things they’ve done well. The first is people have been craving simplicity in their products. One of the things we have stated publicly as well is, at times AI products can be too complex. We’ve announced we’re merging ChatGPT’s Chat and Work. We’re making it much more simple in the products. You don’t have as many toggles or sliders between efforts and different model pickers. One of the things they’ve done well is this simplicity. You just go in and you can ask a question. You don’t have to think too much about what you’re doing. That’s one thing that seems to have resonated with users, which we also believe in. Second, there’s something really nice about being able to access your agent across many different channels. We just announced and launched Dots on iMessage. Whether you talk to your Dot on email or iMessage or within the ChatGPT app, the ubiquity in getting your assistant out there is going to be key. Those are two things that, if I had to be nice to our competitors, I would say were two big ones. So Alexandr Wang’s meme-tweeting strategy isn’t something you’re going to emulate? I have a different tweeting style. ChatGPT still asks me to choose between Chat and Work, even though some people call this technology AGI. Will that distinction go away? Couldn’t agree more. We have to solve this. Asking users to choose — we’ve heard repeatedly from all of our users it’s too much to understand. When should you go to Chat? When should you go to Work? It’s solvable. There’s real research to solve to make sure the models can understand what your intent is. Are you asking for a fast, quick reply? Are you asking me to go do a long agentic task? We’re going to solve it, and the plan is to bring Chat and Work together. So one interface will work out whether I’m asking for a conversation or a task. When? Coming soon. You told me the majority of ChatGPT’s 1.2 billion users are using image functionality. What are they doing? Today, 1.5 billion images are created per week. It’s hard to even wrap my head around that number. They’re doing a wide range of things. One of the most interesting things they’ve started to do is really use it for productivity use cases. The first thing it started with—I don’t know if you saw the ’80s trend, but it was quite fun. You could take a photo of yourself and say, “Put me and my family in ’80s outfits.” I did this for my family, and it was a really fun poster. But what we’re also seeing is businesses for their menus, or posters for birthdays. People are using it almost in a productivity-like fashion to create visual diagrams of what they would like to see. We’ve actually brought the latency down on images as well, so it’s gotten a lot faster. It went from a very high number of seconds to getting much faster. As it comes down even further, the number of images people are creating and the number of use cases is going to grow a lot. My feature request: When a restaurant makes a menu or sign, prompt it for more specificity so it doesn’t look like every other AI-generated restaurant sign. Or offer a shuffle button for a different style. I agree with the feedback, and we’ll take it to the team. I’m seeing ChatGPT generate little interactive interfaces within its answers. What’s the direction for Intelligent UI, and how are people using it? I am extremely excited about Intelligent UI. If you go back a couple years, these chat apps were all text, and now that’s changing. They’re going to be visuals. Intelligent UI and our first attempt at this with GPT-6 Intelligent UI is really just the beginning. As you go to the extreme, what you can imagine is, let’s say you’re using voice mode, and you just say, “Show me how offside works.” Immediately it should show you a visual diagram, and you say, “No, I don’t quite understand it.” It should just repopulate. That’s where the future of this technology goes. It’s almost like you’re talking to a canvas that will update and change. People are finding it helpful for a lot of things. My favorite one is—it’s hard to admit that I had no idea how hearts work. The last biology course I took was in high school. I just asked it, “How does the heart work?” and it instantly gave me a beautiful interactive diagram of where blood flows and how it goes through. I’m really, really bullish on this for learning in particular. You’ve described useful applications in finance, health, and learning, and ChatGPT has 1.2 billion users. If people are getting so much value, why is public polling on AI so negative? The reality with AI is it is going to change the nature of how work gets done. For a lot of people, that is something that can feel scary at times, and we’ve all felt that. But I remain confident that when people actually use the product and they use AI, it very quickly changes how they perceive it. We’re at 1.2 billion, but there are still a lot of people who haven’t used it. The more people use it, get familiar with it, how it can actually help you in your life, it’s going to feel a lot less scary. Big Technology is a reader-supported publication. To receive new posts and support our work, please consider becoming a paid subscriber. Thanks!! Subscribe
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