C’mon Apple, Buy HBO!
Episode
19 min
Read time
2 min
Topics
Career Growth, Sales & Revenue, Artificial Intelligence
AI-Generated Summary
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.
Episode Transcript
Welcome to the Tech Brew ride, home for Tuesday, 10/21/2025. I'm Brian McCullough. Today, HBO Max might be on the market and I want Apple to buy it. Coinbase is on an acquisition tear. Is the Amazon job apocalypse nigh? Is OpenAI plotting to take over Wall Street in a literal sense? And a brain implant startup has leapfrogged Neuralink in terms of helping blind people see again. Here's what you missed today in the world of tech. Big day for HBO or HBO Max, nay, Max, or whatever they're calling themselves now. HBO Max raised prices across all plans. Basic with ads increases by $1 a month to $10.99 per month. Standard goes up by a dollar 50 per month to $18.49 per month, and the premium plan is up by $2 a month to $22.99. But then news from CNBC that says parent company WBD is open to a sale after receiving unsolicited interest from multiple parties. Sources say the parties include Netflix and Comcast. Quote, earlier this year, WBD announced plans to split into two separate entities, a streaming and studios business and a global networks business. It's also been fielding takeout interest from the newly merged Paramount Skydance. But on Tuesday, WBD said it's received, quote, unsolicited interest from multiple parties and will now review all options. In the meantime, it's still moving toward the previously announced separation, the company said. We continue to make important strides to position our business to succeed in today's evolving media landscape by advancing our strategic initiatives, returning our studios to industry leadership, and scaling HBO Max globally, CEO David Zaslav said in a statement. We took the bold step of preparing to separate the company into two distinct leading media companies, Warner Brothers and Discovery Global, because we strongly believe this was the best path forward, end quote. It is unclear how serious potential offers outside of Paramount would be. Netflix was not interested in buying legacy media assets but didn't want WBD to go to another buyer at a low price, a source familiar with the matter said. For any buyer that just wants WBD's studio and streaming assets, acquiring them after a split later this year is better for tax purposes, end quote. Yeah. But going public with this now means that they want to start a bidding war. Right? And why not? This would be an incredible asset for somebody, strategic or otherwise, either the whole studio or just HBO. And look. That's my pitch. Longtime listeners will know it's a bugbear of mine that HBO, which was once the Tiffany TV channel, has been so run into the ground. It's a crime. So Apple, just do it. Buy HBO. Save HBO. Come on, Tim Apple. Make this be your big Swan Song media acquisition. Coinbase has agreed to acquire Echo, a blockchain platform that lets crypto companies quickly raise capital for around $375,000,000. Now I'm marking this not because Echo is especially interesting to me, …
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company
- HBO MaxBy guest
by Warner Bros. Discovery
“Warner Brothers Discovery fields acquisition offers for HBO Max while Amazon plans to automate 75% operations”
“Amazon plans to automate 75% operations, potentially eliminating over 500,000 jobs by robotics deployment”
“unsolicited acquisition interest from Netflix and Comcast to trigger bidding war”
“unsolicited acquisition interest from Netflix and Comcast to trigger bidding war”
“OpenAI's Project Mercury employs over 100 former JPMorgan, Goldman Sachs, and Morgan Stanley bankers”
“OpenAI's Project Mercury employs over 100 former JPMorgan, Goldman Sachs, and Morgan Stanley bankers”
“OpenAI's Project Mercury employs over 100 former JPMorgan, Goldman Sachs, and Morgan Stanley bankers”
“OpenAI's Project Mercury employs over 100 former JPMorgan, Goldman Sachs, and Morgan Stanley bankers”
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