IT

Lenovo Stockpiling PC Memory Due To 'Unprecedented' AI Squeeze (bloomberg.com) 19

Lenovo is stockpiling memory and other critical components to navigate a supply crunch brought on by the boom in AI. From a report: The world's biggest PC maker is holding on to component inventories that are roughly 50% higher than usual, [non-paywalled source] Chief Financial Officer Winston Cheng told Bloomberg TV on Monday. The frenzy to build and fill AI data centers with advanced hardware is raising prices for producers of consumer electronics, but Lenovo also sees opportunity in this to capitalize on its stockpile.
AI

Advocacy Groups Urge Parents To Avoid AI Toys This Holiday Season 32

An anonymous reader quotes a report from the Associated Press: They're cute, even cuddly, and promise learning and companionship -- but artificial intelligence toys are not safe for kids, according to children's and consumer advocacy groups urging parents not to buy them during the holiday season. These toys, marketed to kids as young as 2 years old, are generally powered by AI models that have already been shown to harm children and teenagers, such as OpenAI's ChatGPT, according to an advisory published Thursday by the children's advocacy group Fairplay and signed by more than 150 organizations and individual experts such as child psychiatrists and educators.

"The serious harms that AI chatbots have inflicted on children are well-documented, including fostering obsessive use, having explicit sexual conversations, and encouraging unsafe behaviors, violence against others, and self-harm," Fairplay said. AI toys, made by companies including Curio Interactive and Keyi Technologies, are often marketed as educational, but Fairplay says they can displace important creative and learning activities. They promise friendship but disrupt children's relationships and resilience, the group said. "What's different about young children is that their brains are being wired for the first time and developmentally it is natural for them to be trustful, for them to seek relationships with kind and friendly characters," said Rachel Franz, director of Fairplay's Young Children Thrive Offline Program. Because of this, she added, the trust young children are placing in these toys can exacerbate the types of harms older children are already experiencing with AI chatbots.

A separate report Thursday by Common Sense Media and psychiatrists at Stanford University's medical school warned teenagers against using popular AI chatbots as therapists. Fairplay, a 25-year-old organization formerly known as the Campaign for a Commercial-Free Childhood, has been warning about AI toys for years. They just weren't as advanced as they are today. A decade ago, during an emerging fad of internet-connected toys and AI speech recognition, the group helped lead a backlash against Mattel's talking Hello Barbie doll that it said was recording and analyzing children's conversations. This time, though AI toys are mostly sold online and more popular in Asia than elsewhere, Franz said some have started to appear on store shelves in the U.S. and more could be on the way. "Everything has been released with no regulation and no research, so it gives us extra pause when all of a sudden we see more and more manufacturers, including Mattel, who recently partnered with OpenAI, potentially putting out these products," Franz said.
Last week, consumer advocates at U.S. PIRG called out the trend of buying AI toys in its annual "Trouble in Toyland" report. This year, the organization tested four toys that use AI chatbots. "We found some of these toys will talk in-depth about sexually explicit topics, will offer advice on where a child can find matches or knives, act dismayed when you say you have to leave, and have limited or no parental controls," the report said.
Microsoft

Microsoft Bets on Influencers To Close the Gap With ChatGPT (msn.com) 27

An anonymous reader shares a report: Microsoft, eager to boost downloads of its Copilot chatbot, has recruited some of the most popular influencers in America to push a message to young consumers that might be summed up as: Our AI assistant is as cool as ChatGPT. Microsoft could use the help. The company recently said its family of Copilot assistants attracts 150 million active users each month. But OpenAI's ChatGPT claims 800 million weekly active users, and Google's Gemini boasts 650 million a month. Microsoft has an edge with corporate customers, thanks to a long history of selling them software and cloud services. But it has struggled to crack the consumer market -- especially people under 30.

"We're a challenger brand in this area, and we're kind of up and coming," Consumer Chief Marketing Officer Yusuf Mehdi said in an interview. Mehdi hopes to persuade key influencers to make Copilot their chatbot of choice and then use their popularity to market the assistant to their millions of followers. He says Microsoft is already getting more bang for the buck with influencers than with traditional media, but didn't provide any metrics.

[...] Using non-techies as spokespeople is meant to reinforce Microsoft's campaign to sell its chatbot as a life coach for everyone. Or as Consumer AI chief Mustafa Suleyman wrote in a recent essay, an AI companion that "helps you think, plan and dream."

Facebook

Bombshell Report Exposes How Meta Relied On Scam Ad Profits To Fund AI (reuters.com) 59

"Internal documents have revealed that Meta has projected it earns billions from ignoring scam ads that its platforms then targeted to users most likely to click on them," writes Ars Technica, citing a lengthy report from Reuters.

Reuters reports that Meta "for at least three years failed to identify and stop an avalanche of ads that exposed Facebook, Instagram and WhatsApp's billions of users to fraudulent e-commerce and investment schemes, illegal online casinos, and the sale of banned medical products..." On average, one December 2024 document notes, the company shows its platforms' users an estimated 15 billion "higher risk" scam advertisements — those that show clear signs of being fraudulent — every day. Meta earns about $7 billion in annualized revenue from this category of scam ads each year, another late 2024 document states. Much of the fraud came from marketers acting suspiciously enough to be flagged by Meta's internal warning systems.

But the company only bans advertisers if its automated systems predict the marketers are at least 95% certain to be committing fraud, the documents show. If the company is less certain — but still believes the advertiser is a likely scammer — Meta charges higher ad rates as a penalty, according to the documents. The idea is to dissuade suspect advertisers from placing ads. The documents further note that users who click on scam ads are likely to see more of them because of Meta's ad-personalization system, which tries to deliver ads based on a user's interests... The documents indicate that Meta's own research suggests its products have become a pillar of the global fraud economy. A May 2025 presentation by its safety staff estimated that the company's platforms were involved in a third of all successful scams in the U.S.

Meta also acknowledged in other internal documents that some of its main competitors were doing a better job at weeding out fraud on their platforms... The documents note that Meta plans to try to cut the share of Facebook and Instagram revenue derived from scam ads. In the meantime, Meta has internally acknowledged that regulatory fines for scam ads are certain, and anticipates penalties of up to $1 billion, according to one internal document. But those fines would be much smaller than Meta's revenue from scam ads, a separate document from November 2024 states. Every six months, Meta earns $3.5 billion from just the portion of scam ads that "present higher legal risk," the document says, such as those falsely claiming to represent a consumer brand or public figure or demonstrating other signs of deceit. That figure almost certainly exceeds "the cost of any regulatory settlement involving scam ads...."

A planning document for the first half of 2023 notes that everyone who worked on the team handling advertiser concerns about brand-rights issues had been laid off. The company was also devoting resources so heavily to virtual reality and AI that safety staffers were ordered to restrict their use of Meta's computing resources. They were instructed merely to "keep the lights on...." Meta also was ignoring the vast majority of user reports of scams, a document from 2023 indicates. By that year, safety staffers estimated that Facebook and Instagram users each week were filing about 100,000 valid reports of fraudsters messaging them, the document says. But Meta ignored or incorrectly rejected 96% of them. Meta's safety staff resolved to do better. In the future, the company hoped to dismiss no more than 75% of valid scam reports, according to another 2023 document.

A small advertiser would have to get flagged for promoting financial fraud at least eight times before Meta blocked it, a 2024 document states. Some bigger spenders — known as "High Value Accounts" — could accrue more than 500 strikes without Meta shutting them down, other documents say.

Thanks to long-time Slashdot reader schwit1 for sharing the article.
Privacy

Unesco Adopts Global Standards On 'Wild West' Field of Neurotechnology (theguardian.com) 14

Unesco has adopted the first global ethical standards for neurotechnology, defining "neural data" and outlining more than 100 recommendations aimed at safeguarding mental privacy. "There is no control," said Unesco's chief of bioethics, Dafna Feinholz. "We have to inform the people about the risks, the potential benefits, the alternatives, so that people have the possibility to say 'I accept, or I don't accept.'" The Guardian reports: She said the new standards were driven by two recent developments in neurotechnology: artificial intelligence (AI), which offers vast possibilities in decoding brain data, and the proliferation of consumer-grade neurotech devices such as earbuds that claim to read brain activity and glasses that track eye movements.

The standards define a new category of data, "neural data," and suggest guidelines governing its protection. A list of more than 100 recommendations ranges from rights-based concerns to addressing scenarios that are -- at least for now -- science fiction, such as companies using neurotechnology to subliminally market to people during their dreams.
"Neurotechnology has the potential to define the next frontier of human progress, but it is not without risks," said Unesco's director general, Audrey Azoulay. The new standards would "enshrine the inviolability of the human mind," she said.
Businesses

Amazon Takes Low-Cost Ecommerce Service Global (reuters.com) 7

An anonymous reader shares a report: Amazon on Friday expanded the reach of its low-cost ecommerce service to 14 additional markets and will call it Amazon Bazaar, as part of a push to compete with Chinese rivals including Shein and PDD Holding's Temu. The expansion of the service comes at a time when U.S. President Donald Trump's sweeping import tariffs are denting consumer sentiment, especially of lower-income groups, who are on a constant hunt for cheaper deals.
Businesses

Automattic Inc. Claims It Owns the Word 'Automatic' 53

An anonymous reader shares a report: Automattic, the company that owns WordPress.com, is asking Automatic.CSS -- a company that provides a CSS framework for WordPress page builders -- to change its name amid public spats between Automattic founder Matt Mullenweg and Automatic.CSS creator Kevin Geary. Automattic has two T's as a nod to Matt.

"As you know, our client owns and operates a wide range of software brands and services, including the very popular web building and hosting platform WordPress.com," Jim Davis, an intellectual property attorney representing Automattic, wrote in a letter dated Oct. 30.

"Automattic is also well-known for its longtime and extensive contributions to the WordPress system. Our client owns many trademark registrations for its Automattic mark covering those types of services and software," Davis continued. "As we hope you can appreciate, our client is concerned about your use of a nearly identical name and trademark to provide closely related WordPress services. Automattic and Automatic differ by only one letter, are phonetically identical, and are marketed to many of the same people. This all enhances the potential for consumer confusion and dilution of our client's Automattic mark."

Hardware

Manufacturer Bricks Smart Vacuum After Engineer Blocks It From Collecting Data (tomshardware.com) 35

A curious engineer discovered that his iLife A11 smart vacuum was remotely "killed" after he blocked it from sending data to the manufacturer's servers. By reverse-engineering it with custom hardware and Python scripts, he managed to revive the device to run fully offline. Tom's Hardware reports: An engineer got curious about how his iLife A11 smart vacuum worked and monitored the network traffic coming from the device. That's when he noticed it was constantly sending logs and telemetry data to the manufacturer -- something he hadn't consented to. The user, Harishankar, decided to block the telemetry servers' IP addresses on his network, while keeping the firmware and OTA servers open. While his smart gadget worked for a while, it just refused to turn on soon after. After a lengthy investigation, he discovered that a remote kill command had been issued to his device.

He sent it to the service center multiple times, wherein the technicians would turn it on and see nothing wrong with the vacuum. When they returned it to him, it would work for a few days and then fail to boot again. After several rounds of back-and-forth, the service center probably got tired and just stopped accepting it, saying it was out of warranty. Because of this, he decided to disassemble the thing to determine what killed it and to see if he could get it working again. [...] So, why did the A11 work at the service center but refuse to run in his home? The technicians would reset the firmware on the smart vacuum, thus removing the kill code, and then connect it to an open network, making it run normally. But once it connected again to the network that had its telemetry servers blocked, it was bricked remotely because it couldn't communicate with the manufacturer's servers. Since he blocked the appliance's data collection capabilities, its maker decided to just kill it altogether.

"Someone -- or something -- had remotely issued a kill command," says Harishankar. "Whether it was intentional punishment or automated enforcement of 'compliance,' the result was the same: a consumer device had turned on its owner." In the end, the owner was able to run his vacuum fully locally without manufacturer control after all the tweaks he made. This helped him retake control of his data and make use of his $300 software-bricked smart device on his own terms. As for the rest of us who don't have the technical knowledge and time to follow his accomplishments, his advice is to "Never use your primary WiFi network for IoT devices" and to "Treat them as strangers in your home."

IT

Kodak Quietly Begins Directly Selling Kodak Gold and Ultramax Film Again (404media.co) 48

An anonymous reader shares a report: Kodak quietly acknowledged this week that it will begin selling two famous types of film stock -- Kodak Gold 200 and Kodak Ultramax 400 -- directly to retailers and distributors in the U.S., another indication that the historic company is taking back control over how people buy its film.

The release comes on the heels of Kodak announcing that it would make and sell two new stocks of film called Kodacolor 100 and Kodacolor 200 in October. On Monday, both Kodak Gold and Kodak Ultramax showed back up on Kodak's website as film stocks that it makes and sells. When asked by 404 Media, a company spokesperson said that it has "launched" these film stocks and will begin to "sell the films directly to distributors in the U.S. and Canada, giving Kodak greater control over our participation in the consumer film market."

IT

DRAM Costs Surge Past Gold as AI Demand Strains Supply (tomshardware.com) 25

DRAM contract prices surged 171.8% year-over-year as of the third quarter of 2025. The increase now exceeds the rate at which gold prices have climbed. ADATA chairman Chen Libai stated that the fourth quarter of 2025 will mark the beginning of a major DRAM bull market. He expects severe shortages to materialize in 2026.

Memory manufacturers have shifted production priorities toward datacenter-focused memory types like RDIMM and HBM. Consumer DDR5 production has declined as a result. A Corsair Vengeance RGB dual-channel DDR5 kit that sold for $91 dollars in July now costs a $183 dollars on Newegg. The pricing trend extends to NAND flash and hard drives. Analysts project the increases will persist for at least four years, matching the duration of supply contracts that some companies have signed with Samsung and SK Hynix.
Businesses

A Fight Over Credit Scores Turns Into All-Out War (msn.com) 53

A long-simmering battle over who controls credit scoring in America has erupted into open warfare. Fair Isaac, whose FICO score is used in about 90% of consumer-lending decisions in the U.S., announced it will double the price of its mortgage credit score to $10 next year. The company also said it will bypass the three credit-reporting firms that have supplied the data feeding into its algorithm for decades.

Equifax, Experian and TransUnion created VantageScore in 2006 as an alternative to FICO and collectively own the scoring system. The move came months after Bill Pulte, head of the Federal Housing Finance Agency, announced that Fannie Mae and Freddie Mac would allow lenders to use VantageScore for mortgage approvals. The three credit-reporting firms responded by offering VantageScore free for many loans. Fair Isaac had charged a few cents per score for decades before chief executive Will Lansing began raising prices several years ago. Revenue from selling credit scores reached $920 million in fiscal 2024, nearly five times what it was a decade earlier.
AI

OpenAI's Sam Altman Defends $1 Trillion+ Spending Commitments, Predicts Steep Revenue Growth, More Products (techcrunch.com) 54

TechCrunch reports: OpenAI CEO Sam Altman recently said that the company is doing "well more" than $13 billion in annual revenue — and he sounded a little testy when pressed on how it will pay for its massive spending commitments.

His comments came up during a joint interview on the Bg2 podcast between Altman and Microsoft CEO Satya Nadella about the partnership between their companies. Host Brad Gerstner (who's also founder and CEO of Altimeter Capital) brought upreports that OpenAI is currently bringing in around $13 billion in revenue — a sizable amount, but one that's dwarfed by more than $1 trillion in spending commitments for computing infrastructure that OpenAI has made for the next decade.

"First of all, we're doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer," Altman said, prompting laughs from Nadella. "I just — enough. I think there are a lot of people who would love to buy OpenAI shares."

Altman's answer continued, making the case for OpenAI's business model. "We do plan for revenue to grow steeply. Revenue is growing steeply. We are taking a forward bet that it's going to continue to grow and that not only will ChatGPT keep growing, but we will be able to become one of the important AI clouds, that our consumer device business will be a significant and important thing. That AI that can automate science will create huge value...

"We carefully plan, we understand where the technology — where the capability — is going to go, and the products we can build around that and the revenue we can generate. We might screw it up — like, this is the bet that we're making, and we're taking a risk along with that." (That bet-with-risks seems to be the $1.4 trillion in spending commitments — but Altman suggests it's offset by another absolutely certain risk: "If we don't have the compute, we will not be able to generate the revenue or make the models at this kind of scale.")

Satya Nadella, Microsoft's CEO, added his own defense, "as both a partner and an investor. There has not been a single business plan that I've seen from OpenAI that they have put in and not beaten it. So in some sense, this is the one place where in terms of their growth — and just even the business — it's been unbelievable execution, quite frankly..."
Businesses

GoFundMe Created 1.4 Million Donation Pages for Nonprofits Without Their Consent (abc7news.com) 66

San Francisco's local newscast ABC7 runs a consumer advocacy segment called "7 on Your Side". They received a disturbing call for help from Dave Dornlas, treasurer of a nonprofit supporting a local library: GoFundMe has taken upon itself to create "nonprofit pages" for 1.4 million 501C-3 organizations using public IRS data along with information from trusted partners like the PayPal Giving Fund. "The fact that they would just on their own build pages for nonprofits that they've never spoken to is a problem," [Dornlas] said. "I'm a believer in opt-in, not opt-out...." Dornlas says he struggled to find anyone to contact from GoFundMe about this... Dave's other frustration is tied to the company's optional tipping feature on the platform. "GoFundMe also solicits a tip of 14.5%. In other words, 'We're doing this and we're great people. Give us 14.5% to do this' — which doesn't have to happen," Dornlas said. "That's what bothers me." When 7 On Your Side checked, the optional tip was actually set for 16.5%. The consumer is required to move the bar to adjust accordingly... The tip would be in addition to the 2.2% transaction fee GoFundMe charges nonprofits, plus $0.30 per donation. That fee goes up to 2.9% for individual fundraisers.

Now both GoFundMe pages of Dornlas's nonprofits have been removed from the site. Any organization can do so, by clicking "unpublish" on the platform.

But GoFundMe's move drew strong criticism from the Center for Nonprofit Excellence (a Kentucky-based membership organization with over 500 members). GoFundMe's move, they say, creates "confusion for donors and supporters who are unsure of the legitimacy of the fundraising pages. In some cases, GoFundMe included incorrect information, outdated logos, and other inaccuracies that compromise and misrepresent nonprofits' brand, mission, strategy, and message."

And GoFundMe's processing fees and tips "ultimately result in fewer resources for nonprofits than if donors contributed directly through the organization." But there's more... GoFundMe has initiated SEO optimization as the default for the donation pages to improve their visibility when individuals search forinformation about nonprofits online. This could result in GoFundMe'spages ranking higher than the nonprofit's own website, pulling away potential donors and supporters...

Without adequate safeguards in place, nonprofits report serious issues, ranging from unauthorized individuals claiming donations and the inability to remove pages without first agreeing to GoFundMe's terms and conditions or sharing sensitive banking information.

The Center for Nonprofit Excellence has now joined with the National Council of Nonprofits — America's largest network of nonprofits, with over 25,000 members — to officially urge GoFundMe to immediately rectify the situation.

Thanks to long-time Slashdot reader Arrogant-Bastard for sharing the article.
Android

'Keep Android Open' Campaign Pushes Back On Google's Sideloading Restrictions (pcmag.com) 49

PC Mag's Michael Kan writes: A "Keep Android Open" campaign is pushing back on new rules from Google that will reportedly block users from sideloading apps on Android phones. It's unclear who's running the campaign, but a blog post on the free Android app store F-Droid is directing users to visit the campaign's website, which urges the public to lobby government regulators to intervene and stop the upcoming restrictions. "Developers should have the right to create and distribute software without submitting to unnecessary corporate surveillance," reads an open letter posted to the site. [...]

Google has described the upcoming change as akin to requiring app developers to go through "an ID check at the airport." However, F-Droid condemned the new requirement as anti-consumer choice. "If you own a computer, you should have the right to run whatever programs you want on it," it says. Additionally, the rules threaten third-party app distribution on F-Droid, which operates as a "free/open-source app distribution" model.

In its blog post, F-Droid warns about the impact on users and Android app developers. "You, the creator, can no longer develop an app and share it directly with your friends, family, and community without first seeking Google's approval," the app store says. "Over half of all humankind uses an Android smartphone," the blog post adds. "Google does not own your phone. You own your phone. You have the right to decide who to trust, and where you can get your software from."

United States

US Agencies Back Banning Top-Selling Home Routers on Security Grounds (msn.com) 89

More than a half dozen federal departments and agencies have backed a proposal to ban future sales of the most popular home routers in the United States on the grounds that the vendor's ties to mainland China make them a national security risk, Washington Post reported Thursday, citing people briefed on the matter. From the report: The proposal, which arose from a months-long risk assessment, calls for blocking sales of networking devices from TP-Link Systems of Irvine, California, which was spun off from a China-based company, TP-Link Technologies, but owns some of that company's former assets in China.

The ban was proposed by the Commerce Department and supported this summer by an interagency process that includes the Departments of Homeland Security, Justice and Defense, the people said. "TP-Link vigorously disputes any allegation that its products present national security risks to the United States," Ricca Silverio, a spokeswoman for TP-Link Systems, said in a statement. "TP-Link is a U.S. company committed to supplying high-quality and secure products to the U.S. market and beyond."

If imposed, the ban would be among the largest in consumer history and a possible sign that the East-West divide over tech independence is still deepening amid reports of accelerated Chinese government-supported hacking. Only the legislated ban of Chinese-owned TikTok, which President Donald Trump has averted with executive orders and a pending sale, would impact more U.S. consumers.

Communications

FCC's Gomez Slams Move To Revise Broadband Labels as 'Anti-Consumer' (lightreading.com) 21

An anonymous reader shares a report: The FCC adopted a notice of proposed rulemaking (NPRM) to rescind and revise certain rules attached to consumer broadband labels. The measure passed on a two-to-one vote, with Commissioner Anna Gomez, the lone Democrat on the FCC, voting no and calling the notice "one of the most anti-consumer items I have seen."

The vote was held at the Commission's open meeting for the month of October. As per a draft notice circulated earlier this month, the FCC is looking to roll back several rules, including requirements that service providers read the label to consumers via phone, itemize state and local pass-through fees, and display labels in consumer account portals, among others. Advocates at Public Knowledge urged the Commission to reconsider, saying in a recent filing that "the Commission could create a permission structure for ISPs to continue to act without accountability."

In her remarks during Tuesday's open meeting, Commissioner Gomez appeared to concur, depicting the move as "anti-consumer" and counter to the goals of Congress. The FCC was mandated via the 2021 Infrastructure Investment and Jobs Act (IIJA) to create rules for implementing consumer broadband labels. After a lengthy rulemaking process and discussions with industry and consumer groups, ISPs were required to start displaying labels in 2024.

"I typically vote in favor of notices of proposed rulemaking because I believe in asking balanced questions, even on proposals that I dislike, so that we can encourage fruitful and helpful public comment. Answers to tough questions help us strike the right balance so that our rules can both encourage competition and serve consumers. However, the questions posed in this NPRM are so anti-consumer that I could not bring myself to even agree to them," said Gomez.

Gomez stressed that the notice will harm consumers by enabling ISPs to hide add-on fees and stripping people of their ability to access information in their own language. Moreover, added Gomez, it's unclear why the FCC is doing this. "What adds insult to injury is that the FCC does not even explain why this proposal is necessary. Make it make sense," she added.

Australia

Australia Sues Microsoft Over AI-linked Subscription Price Hikes (reuters.com) 35

Australia's competition regulator sued Microsoft today, accusing it of misleading millions of customers into paying higher prices for its Microsoft 365 software after bundling it with AI tool Copilot. From a report: The Australian Competition and Consumer Commission alleged that from October 2024, the technology giant misled about 2.7 million customers by suggesting they had to move to higher-priced Microsoft 365 personal and family plans that included Copilot.

After the integration of Copilot, the annual subscription price of the Microsoft 365 personal plan increased by 45% to A$159 ($103.32) and the price of the family plan increased by 29% to A$179, the ACCC said. The regulator said Microsoft failed to clearly tell users that a cheaper "classic" plan without Copilot was still available.

Television

Can YouTube Replace 'Traditional' TV? (hollywoodreporter.com) 106

Can YouTube capture the hours people spending watching "traditional" TV? YouTube's CEO recently said its viewership on TV sets has "surpassed mobile and is now the primary device for YouTube viewing in the U.S.," writes The Hollywood Reporter. And YouTube is shelling out big money to stay on top: It's come a long way since the 19-second "me at the zoo" video was uploaded in April 2005. Now, per a KPMG report released Sept. 23, YouTube is second only to Comcast in terms of annual content spend, inclusive of payments to creators and media companies, paying out as much as Netflix and Paramount combined, $32 billion... The only question is what genres it will take over next, and how quickly it will do so. From talk shows to scripted dramas to, yes, live sports, there are signs that the platform's ambitions will collide with the traditional TV business sooner rather than later...

YouTube has slowly, then all at once, become the de facto home for what had been late night, not only for the shows on linear TV, but for an emerging crop of new talent born on the platform. As it happens, late night itself transformed YouTube when the Saturday Night Live skit "Lazy Sunday" went viral 20 years ago on the platform, which had only been live for a few months... As consumer preferences collide with a burgeoning ecosystem of video podcasts (YouTube now claims more than 1 billion podcast users monthly), the world of late night, and for that matter TV talk shows more generally, increasingly revolves around the platform. One current late night producer says that almost every A-list booking now includes some sort of sketch or bit that they think will play well on YouTube, but booking those guests in the first place has become less of a sure thing. A veteran Hollywood publicist says that for many of their clients, they are now recommending that YouTube podcasts or shows become the first stop, or at least a major stop, on press tours...

Nielsen has been tracking the streaming platforms that consumers watch on their TV screens ever since it launched what it calls The Gauge in 2021. But over the past year, YouTube's domination of The Gauge has unnerved executives at some competitors. The most recent Gauge report showed that YouTube was by far the most watched video platform, holding 13.1 percent share. Netflix, in second place, was at 8.7 percent.

The article suggests YouTube's last challenge may be "scripted" entertainment — where their business model is different than Netflix or HBO.

"On YouTube, it is up to the creator to finance and produce their content, and while the platform regularly releases new tools to help them (including AI-enabled tech that suggests video ideas and can create short background videos for use in Shorts), scripted entertainment is a particularly tricky challenge, requiring writers, directors, sets, costumes, lighting, editing, special effects and other production requirements that may go beyond the typical creator-led show."
Intel

Intel's Tick-Tock Isn't Coming Back (theverge.com) 22

Intel's tick-tock development cadence will not return. CEO Lip-Bu Tan said during the company's Q3 2025 earnings call that the 18A process node will be a "long-lived node" powering at least three generations of client and server products. Intel reported its first profit in nearly two years, aided by financial support from Nvidia, Softbank, and the US government.

The company faces chip shortages that will peak in the first quarter of next year. CFO David Zinsner said Intel is prioritizing AI server chips over consumer processors. Intel will launch only one Panther Lake SKU this year and roll out others in 2026. Zinsner called Panther Lake "pretty expensive" and said Intel will push Lunar Lake chips "in at least the first half of the year."
Transportation

GM To End Production of Electric Chevy Brightdrop Vans (theverge.com) 93

General Motors is ending production of its Chevy BrightDrop electric delivery vans after sluggish demand and the expiration of key EV tax credits. "This is not a decision we made lightly because of the impact on our employees," GM CEO Mary Barra said during the company's third quarter earnings call Tuesday. "However the commercial electric van market has been developing much slower than expected, and changes to the regulatory framework and fleet incentives has made the business even more challenging." The Verge reports: Brightdrop first launched in 2021 as GM's effort to capture a large portion of the commercial EV market, starting with a pair of electric vans, as well as fleet management software and electric-powered carts for goods delivery. The automaker made deals with Walmart, FedEx, and other major retailers to add the van to their delivery fleets. But after trying to make a go of it as a standalone brand, GM reabsorbed BrightDrop in 2023, and then later assigned it to Chevy in order to tap into the brand's sales and service dealer network.

Now the van will stand as yet another casualty of the expiration of the $7,500 federal EV tax credit, which ended on September 30th. In addition to the consumer credit, there was also a $7,500 discount for commercial EVs under 18,000 lbs -- which Brightdrop was eligible for. The van was a range leader, but also was more expensive than its most prominent competitor. Brightdrop's vans started at $74,000, while Ford's E-Transit van with extended battery range sold for $51,600.

Slashdot Top Deals