C’mon Apple, Buy HBO!

October 21, 2025

19 min episode · 2 min read

Episode

19 min

Read time

2 min

AI-Generated Summary

Published Dec 23, 2025

Key Takeaways

✓Media M&A Strategy: HBO Max parent company WBD publicly announces unsolicited acquisition interest from Netflix and Comcast to trigger bidding war, with post-split purchase offering better tax advantages for buyers seeking streaming assets.
✓Warehouse Automation Economics: Amazon's internal documents reveal robotics deployment saves 30 cents per item picked and packed, enabling company to avoid hiring 160,000 workers by 2027 while doubling product sales volume through 2033.
✓AI Financial Services: OpenAI's Project Mercury employs over 100 former JPMorgan, Goldman Sachs, and Morgan Stanley bankers at $150 hourly to train AI models on building financial models for restructurings and IPOs, targeting entry-level banking tasks.

What It Covers

Warner Brothers Discovery fields acquisition offers for HBO Max while Amazon plans to automate 75% operations, potentially eliminating over 500,000 jobs by robotics deployment.

Key Questions Answered

•Media M&A Strategy: HBO Max parent company WBD publicly announces unsolicited acquisition interest from Netflix and Comcast to trigger bidding war, with post-split purchase offering better tax advantages for buyers seeking streaming assets.
•Warehouse Automation Economics: Amazon's internal documents reveal robotics deployment saves 30 cents per item picked and packed, enabling company to avoid hiring 160,000 workers by 2027 while doubling product sales volume through 2033.
•AI Financial Services: OpenAI's Project Mercury employs over 100 former JPMorgan, Goldman Sachs, and Morgan Stanley bankers at $150 hourly to train AI models on building financial models for restructurings and IPOs, targeting entry-level banking tasks.

Notable Moment

Science Corporation acquired bankrupt French startup Pixium Vision for only 4 million euros, immediately gaining advanced retinal implant technology that enables blind patients to read regular books without further development costs.

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