2025-12-16
Deal makes far more sense now. If OpenAI succeeds, Disney reaps the rewards. If they flatten, Disney is positioned as a strategic acquirer. If they bomb, Disney has priority access to the assets. [embedded post]
Bloomberg
Sources: Disney's Sora deal is entirely in OpenAI stock warrants rather than a cash licensing fee; Disney has the option to buy more shares beyond its $1B stake
I'd give anything to go back to that. Instead, Disney's gonna throw itself on the fire. [embedded post] Dan Wade / @dwade : Deal makes far more sense now. If OpenAI succeeds, Di...
2022-08-23
Super interesting move. Apple gets the cover of China's COVID policies and summer heat lockdowns, but I'd bet they're saving a mint in labor costs and would have been looking to move no matter what. https://twitter.com/...
Bloomberg
Sources: Apple plans to begin manufacturing the iPhone 14 in India about two months after its release, shortening the production gap between India and China
Apple Inc. plans to begin manufacturing the iPhone 14 in India about two months after the product's initial release out of China …