3 Shifts Edition (Dec 5 2025): China’s AI & what it means for mfg costs, Netflix's $83B deal for WBD studios & HBO Max, Energy storage's quiet build-out episode artwork

EPISODE · Dec 6, 2025 · 30 MIN

3 Shifts Edition (Dec 5 2025): China’s AI & what it means for mfg costs, Netflix's $83B deal for WBD studios & HBO Max, Energy storage's quiet build-out

from 6Pages Market Shifts · host 6Pages

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].First, China’s AI progress is being deployed in manufacturing systems, with some dramatic cost reductions being reported. Chinese open models’ share of downloads has overtaken US open models, and industry watchers are calling China’s models “palpably close to the frontier.”Next, Netflix’s $83B deal to buy WBD’s libraries, studios, and HBO Max is shaking up the entertainment industry. It’s a big swing – if it can clear regulators. For Netflix, it could juice its core subscription and ad businesses, and open up doors to new revenue streams.Finally, the US energy-storage build-out has quietly blown past its 8-year goal for 2025 – and it’s still going. The US now has 40+ GW of battery storage online, most of it landing in solar-heavy states like Texas, California, and Arizona.Enjoy.TamSign up for free briefs mostly written by real people on 6Pages.com

Episode metadata supplied by the publisher feed · Published Dec 6, 2025

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Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, China’s AI progress is being deployed in manufacturing systems, with some dramatic cost reductions being reported. Chinese open models’ share of downloads has overtaken US open models, and industry watchers are calling China’s models “palpably close to the frontier.” Next, Netflix’s $83B deal to buy WBD’s libraries, studios, and HBO Max is shaking up the entertainment industry. It’s a big swing – if it can cle...

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3 Shifts Edition (Dec 5 2025): China’s AI & what it means for mfg costs, Netflix's $83B deal for WBD studios & HBO Max, Energy storage's quiet build-out

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