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TOGETHER WITH |
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It's Wednesday and if you're wondering what your teen gets up to every day, there's around a 30% chance they're talking to a chatbot. |
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Today's News |
👉 Netflix points to YouTube 🔮 Whatnot predicts 2026 trends 🎟️ Tickets drop for VidCon Anaheim 👭 TikTok announces collections 🎤 Sam Altman chats with Jimmy Fallon
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THE BIZ |
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Netflix is using YouTube to defend its Warner Bros. acquisition |
The challenge: Last week, Netflix announced that it had sealed a deal to acquire Warner Bros. Discovery's studio and streaming assets for a whopping $82.7 billion (aka $27.75 per share). That deal came after a tense bidding war—and not everyone involved in that process is ready to accept the outcome. |
On December 8, Paramount launched a hostile bid by offering $30/share for the Warner Bros. film studio, its cable TV brands (including HBO), and streaming service HBO Max. The bid's federal securities filing indicates it's backed by funding from Saudi Arabia, Qatar, the UAE, and Jared Kushner's firm Affinity Partners. |
As part of its pitch, Paramount (which also recently acquired Skydance Media) pointed out that Netflix's deal has to pass muster with regulators, and insists its own offer "provides a superior alternative." CEO David Ellison added that Paramount's pitch provides a "more certain and quicker path to completion." (Netflix previously estimated it would take between 12 and 18 months for regulators to approve its Warner Bros. deal.) |
The clapback: Now, Netflix is making the case that a Paramount deal wouldn't necessarily provide a "quicker path" than its own—and it's using YouTube to defend that argument. |
On the same day Paramount filed its hostile bid, Netflix co-CEO Greg Peters used his time onstage at the 2025 Global Media and Communications Conference to point out that if the Netflix/Warner Bros. deal closes, "we go from 8% of viewed hours today in the United States to 9%. We're still behind YouTube at 13%." |
On the other hand, Peters said, if Paramount acquired Warner Bros., their newly combined portion of U.S. viewership would jump to 13.8%. That would put them above YouTube—theoretically making Paramount a bigger anticompetitive threat than Netflix. |
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Master clipping by turning old content into new revenue with OpusSearch |
Top creators and brands are spending tens of thousands of dollars on clipping. In fact, just one viral clip from an agency or editor can cost anywhere from $5K to $10K—which is why Hulu recently spent $40K on a single clipping campaign. |
But there's an easier (and more affordable) way to turn your existing long-form content into new TikToks, Shorts, and Reels. |
With OpusSearch, you can search, clip, and remonetize any content from your video library. Here's how it works: |
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1. Search anything from your catalog OpusSearch's infinite memory bank can instantly search your entire video library by topic, speaker, object, and more. |
2. Be first to every trend OpusSearch's AI finds what's trending in real time and searches your content library to find videos that fit. Then, it clips that footage into upload-ready short-form content. |
3. Unlock the power of viral moments Creators shouldn't have to risk burnout to stay relevant. OpusSearch identifies related clips to create compilation videos, highlights reels, and more—so you can keep up with the algorithm without constantly creating. |
Logan Paul, Audacy, Diary of CEO, Nvidia, and Univision are already producing up to 7x more content with OpusSearch. Now, it's your turn. |
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HEADLINES IN BRIEF 📰 |
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CONVENTION CIRCUIT |
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Tickets are on sale for VidCon Anaheim 2026 |
The convention: VidCon will return to the Anaheim Convention Center in 2026—and tickets for the big event are already on sale. From June 25-27, VidCon organizer Informa will pair fan-favorite features with brand-new experiences to mark the 15th edition of the flagship creator convention series. |
VidCon Anaheim 2026 will look a little different from previous iterations of the event. Rather than organizing around fan, creator, and industry "tracks," VidCon is offering three ticket types: a VidCon Pass for the general public, a Creator Pass for attending professionals, and a Pro Pass that offers access to the complete lineup of industry-oriented sessions. |
VidCon is also expanding its Gaming Zone for 2026, while a Sports Court will entertain attendees who prefer aerobic competition, and a Live Podcast Studio will serve to amp up the con's podcasting presence. Fans can look forward to a lineup of Featured Creators, too, with big names like makeup artist Emmy Combs, chart-toppers Jasmin and James, and animator Haminations set to appear at the convention. (The current list of Featured Creators can be found here.) |
The context: In an era of numerous creator events and siloed social media culture, the road forward for VidCon hasn't always been easy. A Baltimore-based edition of the gathering was cancelled after just one year, and the COVID-19 pandemic forced VidCon organizers to cancel the Anaheim event two years in a row. |
2026 will be the second edition of VidCon Anaheim since Informa acquired the event series from Paramount Global. As the company looks ahead to June and beyond, it will need to determine what VidCon will look like going forward—and how the convention can distinguish itself in an increasingly crowded industry. |
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TIKTOK TALK |
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TikTok's new collaborative features put the "social" in "social media" |
The friendship feeds: TikTok is encouraging camaraderie through two new features that will help viewers intertwine their in-app experiences. The first of those tools, Shared Feeds, combines the tastes of two users within a single hub. |
In a Newsroom post, the platform explained that Shared Feeds can entertain two people at once by showing "new content tailored to both of their tastes." After a pair of users agree to use the feature together, they'll be able to find the feed in their direct message thread (where TikTok recently rolled out several updates). Each day, it will be reloaded with 15 videos curated to appeal to both users. |
The video archives: If you're looking for a collaborative experience with less algorithmic interference, TikTok has a feature for that, too. Shared Collections are private video archives that allow two or more users to save videos that are meaningful to them (much like Instagram's own Collections feature). |
Curating a collection of shared videos sounds like a good (and inexpensive) idea for a creative holiday gift—especially if you add on one of TikTok's new Greeting Cards. (Because nothing says "Happy Holidays" like an animated salutation dropped into a loved one's messages.) |
Of course, there's plenty of real seasonal shopping to be had on TikTok, too. But even as the app expands its ecommerce presence, its latest features show that it has no plans to abandon the social media experience that first launched it to prominence. |
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WATCH THIS 👀 |
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OpenAI CEO Sam Altman wants you to know that ChatGPT can replace Google |
The interview: OpenAI CEO Sam Altman sees technology as "an equalizing force," and he's ready to use that power to level the playing field within Big Tech. During a recent interview with Jimmy Fallon, Altman was upfront about the way the company envisions consumers using ChatGPT—namely, "instead of Google." |
Despite a litany of lawsuits related to chatbots' effects on users' mental health, Altman also described ChatGPT as a source for "healthcare advice" and as a "general-purpose sort of life advisor." Check out the full Tonight Show interview here. |
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Today's newsletter is from: Emily Burton, Drew Baldwin, Sam Gutelle, and Josh Cohen. |