Comcast Spins Out

Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prime Video ads, Chamath returned to lead his AI coding startup, and Gemini's image generation went free.

• Comcast plans to spin off its media and entertainment assets, including NBCUniversal and Sky, into a new publicly traded entity, set to close by mid-2027 (Variety)
• SCOTUS limits the law enforcement use of "geofence" warrants, saying people have "a reasonable expectation of privacy" in their cell-phone location data (TechCrunch)
• Australia's ACCC sues Amazon for allegedly introducing ads to Prime Video under unfair contract terms and forcing existing subscribers to pay more to avoid them (Bloomberg)
• AI coding startup 8090 raised a $135M Series A led by Salesforce Ventures; founder Chamath Palihapitiya announces that he will lead the company as CEO (TechCrunch)
• The DOD seeks to recruit engineers experienced in frontier AI, machine learning and automation, and data systems, to embed them "down to the unit level" (Bloomberg)
• Google says the Gemini app now offers personalized Nano Banana image generation, previously limited to Plus, Pro, and Ultra users, to eligible US users for free (TechCrunch)
• Hotels, tour operators, and travel agencies rush to launch proprietary online tools and loyalty schemes to fend off future competition from AI travel agents (FT)

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