xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3- to $40-per-month subscriptions, but offered no details on ad revenue or other xAI financials
xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3- to $40-per-month subscriptions, but offered no details on ad revenue or other xAI financials
and both are smarter than expected. 😅Logan Jastremski /@loganjastremski:My main takeaway is that engineers need to run the show and someone needs a large hammer to unblock teams and push to increase t...
Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B
Todd Spangler /Variety:
Amazon reports Q4 ad revenue up 23% YoY to $21.32B, slightly above expectations, and subscription services revenue up 14% to $13.12B
Todd Spangler /Variety:NEW
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”
more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...Hernan Lopez /@hernanlopez:...THE BIGGER PICTURE: -> You...
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”
although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.Julia Alexander /@loudmouthjulia:Also in Alphabet's earnin...
Netflix says ad revenue hit $1.5B in 2025, up by over 2.5x vs. 2024, and viewing hours grew 2% YoY in H2, driven by a 9% rise in viewing of branded originals
Dade Hayes /Deadline:
Netflix's ad revenue hit $1.5B in 2025, up by more than 2.5x vs. 2024, and viewing hours grew 2% YoY in H2, driven by a 9% rise in viewing of branded originals
Dade Hayes /Deadline:
YouTube terminates Screen Culture and KH Studio, two large channels that used AI to create fake movie trailers; the platform earlier suspended the channels' ads
deadline.com/2025/12/yout... John Scalzi / @scalzi.com : Good. I would fucking hate when I would inadvertently click on these fake trailers — deadline.com/2025/12/yout... @jason1749 : good now go a...
Source: OpenEvidence, which offers an AI chatbot for doctors, is raising $250M at a $12B valuation, up from $6B in Oct., and has $150M in annualized ad revenue
Stephanie Palazzolo / The Information : X: @steph_palazzolo and @arfurrock X: Stephanie Palazzolo / @steph_palazzolo : New! OpenEvidence, which offers a “ChatGPT for doctors,” is raising at a $12B va...