Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all net subscriber additions in 2025 (Max Knoblauch/Sherwood News)
Sherwood News
Netflix and Disney+ probably only added ad-tier subscribers this year, says Morgan Stanley
As streaming prices climb, ad-free subscribers are becoming a rarity....
Techmeme
Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all US net subscriber additions in 2025
By Max Knoblauch / Sherwood News. View the full context on Techmeme.
Google says it needs more time to upgrade Assistant to Gemini on most Android devices; Google previously planned to complete the transition by the end of 2025 (Mariella Moon/Engadget)
Engadget
Google Assistant will stick around a bit longer than expected for some Android users
Google has announced that it needs a bit more time to make Gemini the new default digital helper for most of its users.
Techmeme
Google says it needs more time to upgrade Assistant to Gemini on most Android devices; Google previously planned to complete the transition by the end of 2025
By Mariella Moon / Engadget. View the full context on Techmeme.
Inside NeurIPS 2025, and how it has transformed from a small academic conference into a massive industry event with 24,000+ attendees, yacht parties, and more (Wall Street Journal) https://www.wsj.com/tech/ai/ai-conference-neurips-ff6398df?st=CPQ9Zc
Techmeme
Inside NeurIPS 2025, and how it has transformed from a small academic conference into a massive industry event with 24,000+ attendees, yacht parties, and more
From Wall Street Journal. View the full context on Techmeme.
Security company Koi finds browser extensions with 8M+ total installs that collected users' conversations with AI chatbots and sold them for marketing use (Dan Goodin/Ars Technica)
Ars Technica
Browser extensions with 8 million users collect extended AI conversations
The extensions, available for Chromium browsers, harvest full AI conversations over months.
Techmeme
Security company Koi finds browser extensions with 8M+ total installs that collected users
By Dan Goodin / Ars Technica. View the full context on Techmeme.
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026 (Dan Gallagher/Wall Street Journal) https://www.wsj.com/tech/microns-blowout-results-are-bad-news-for-anyone-buying-a-new-phone-or-pc-next-year-1b303c09?st=YWTeKY&reflink=desktopwebshare_permalink
Techmeme
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026
By Dan Gallagher / Wall Street Journal. View the full context on Techmeme.