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- Nvidia's Jensen Huang touts the next phase of the AI bubble, Disney and YouTube make serious carriage war, and Netflix cleverly seizes an opportunity to look at Warner's books
Nvidia's Jensen Huang touts the next phase of the AI bubble, Disney and YouTube make serious carriage war, and Netflix cleverly seizes an opportunity to look at Warner's books
Also in our weekly review of all things technology, media and telecom, we look at how AI infused nitros oxide into every facet of Alphabet's business in Q3
Daniel Frankel & David Bloom
November 03, 2025
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SPONSORED: Looper Insights co-founder and CEO Lucas Bertrand discusses his company’s latest offering, the Sports Visibility Tracker:
Comcast and Charter show progress in Q3 on turning back the ‘cell-phone internet’ scourge
In the backdrop of a flashier narrative last week – whether Comcast will enter the bidding for Warner Bros. Discovery – the cable giant reported it lost 105,000 residential and business broadband customers in the third quarter.
That represented a worsening versus the 87,000 subscribers shed a year ago for its core business. But dating all the way back to the July-September Zoom-Zoom days of pandemic 2020, when the MSO tacked on 633,000 high-speed internet users in a single quarter, the latest Q3 results showed that the arc of subscriber recession might finally be flattening, for the entire cable industry, not just its biggest provider.
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