

Content Consolidation, AI Browsers, and Mixed Economic Signals
Hosts Kate and Jeff dive into everything from the U.S. economy to big changes in media and entertainment. They chat about the future of search, how AI is shaking up copyright and content creation, and even affordable robots for learning. It’s all about how tech is reshaping industries and what it means for the future.
00:00 - Introduction
01:34 - US Economic Data - Unemployment trends, AI’s role in jobs, and economic data insights.
05:38 - Consumer Spending - Credit card debt, tariffs, and shifting consumer habits.
07:50 - New Business Trends - Growth in business applications and manufacturing orders.
10:14 - A&E Sale - What A&E’s potential sale means for the cable industry.
12:23 - Disney-ITV Partnership - A unique content-sharing deal between Disney and ITV.
16:16 - F1 Media Rights - Apple’s bid for F1 rights and changes in sports media.
18:28 - AI Browsers and Cloudflare - AI-powered browsers and Cloudflare’s move to block crawlers.
21:35 - AI Copyright Cases - Court rulings on AI copyright and their impact on creators.
24:47 - Robots in Education - Hugging Face’s Ricci Mini robot and its potential in coding education.
27:58 - What’s Next - Upcoming earnings reports, CPI data, and next week’s highlights.
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