Tech
Netflix Says if the HBO Merger Makes It Too Expensive, You Can Always Cancel
There is concern that subscribers might be negatively affected if Netflix acquires Warner Bros. Discovery’s streaming and movie studios businesses. One of the biggest fears is that the merger would lead to higher prices due to less competition for Netflix.
During a US Senate hearing Tuesday, Netflix co-CEO Ted Sarandos suggested that the merger would have an opposite effect.
Sarandos was speaking at a hearing held by the US Senate Judiciary Committee’s Subcommittee on Antitrust, Competition Policy, and Consumer Rights, “Examining the Competitive Impact of the Proposed Netflix-Warner Brothers Transaction.”
Sarandos aimed to convince the subcommittee that Netflix wouldn’t become a monopoly in streaming or in movie and TV production if regulators allowed its acquisition to close. Netflix is the largest subscription video-on-demand provider by subscribers (301.63 million as of January 2025), and Warner Bros. Discovery is the third (128 million streaming subscribers, including users of HBO Max and, to a smaller degree, Discovery+).
Speaking at the hearing, Sarandos said: “Netflix and Warner Bros. both have streaming services, but they are very complementary. In fact, 80 percent of HBO Max subscribers also subscribe to Netflix. We will give consumers more content for less.”
During the hearing, Democratic senator Amy Klobuchar of Minnesota asked Sarandos how Netflix can ensure that streaming remains “affordable” after a merger, especially after Netflix issued a price hike in January 2025 despite adding more subscribers.
Sarandos said the streaming industry is still competitive. The executive claimed that previous Netflix price hikes have come with “a lot more value” for subscribers.
“We are a one-click cancel, so if the consumer says, ‘That’s too much for what I’m getting,’ they can cancel with one click,” Sarandos said.
When pressed further on pricing, the executive argued that the merger doesn’t pose “any concentration risk” and that Netflix is working with the US Department of Justice on potential guardrails against more price hikes.
Sarandos claimed that the merger would “create more value for consumers.” However, his idea of value isn’t just about how much subscribers pay to stream but about content quality. By his calculations, which he provided without further details, Netflix subscribers spend an average of 35 cents per hour of content watched, compared to 90 cents for Paramount+.
The Netflix stat is similar to one provided by MoffettNathanson in January 2025, finding that in the prior quarter, on average, Netflix generated 34 cents in subscription fees per hour of content viewed per subscriber. At the time, the research firm said Paramount+ made an average of 76 cents per hour of content viewed per subscriber.
Downplaying Monopoly Concerns
Netflix views Warner as “both a competitor and a supplier,” Sarandos said when subcommittee chair Republican senator Mike Lee of Utah asked why Netflix wants to buy WB’s film studios, per Variety. The streaming executive claimed that Netflix’s “history is about adding more and more” content and choice.
During the hearing, Sarandos argued that streaming is a competitive business and pointed to Google, Apple, and Amazon as “deep-pocketed tech companies trying to run away with the TV business.” He tried to downplay concerns that Netflix could become a monopoly by emphasizing YouTube’s high TV viewership. Nielsen’s The Gauge tracker shows which platforms Americans use most when using their TVs (as opposed to laptops, tablets, or other devices). In December, it said that YouTube, not including YouTube TV, had more TV viewership (12.7 percent) than any other streaming video-on-demand service, including second-place Netflix (9 percent). Sarandos claimed that Netflix would have 21 percent of the streaming market if it merged with HBO Max.
Tech
Colt announces subsea, terrestrial network routes | Computer Weekly
Financial services firms, content providers, neocloud companies and hyperscalers are all claimed to be among the primary beneficiaries of a digital infrastructure from Colt Technology Services linking the US West Coast to Asia.
The announcement marks the latest phase of the global digital infrastructure company’s global network expansion, and the investment it made in the infrastructure is said to support customers’ international growth strategies and include a transpacific subsea cable route linking the US and Japan.
Colt says the expansion elevates it from its position as the largest European B2B fibre provider to one of the largest in the world, reinforcing its role as a key player in the global digital infrastructure market.
The enhanced infrastructure is seen by Colt as strengthening its network resilience for organisations – by delivering secure, high‑performance backup and routing options for mission‑critical applications. Congested networks mean lags, delays and service interruptions – expensive setbacks which stall progress.
Colt’s network investment is designed to directly addresses surging demand driven by AI traffic. The infrastructure is attributed with giving customers greater choice of offerings, performance and cost, especially for busy transpacific routes already under pressure from rising traffic volumes.
As part of the investment, Colt will deliver a transpacific backbone route through Juno – one of the world’s newest and most advanced subsea cable systems – connecting Tokyo, Japan to Los Angeles on the West Coast of the US.
Having come into service in May 2025 and operated by Seren Juno Network Co, the Juno cable is around 11,700km (7,270 miles) long and engineered to deliver up to 350Tbps across 20 fibre pairs, using next-generation Space Division Multiplexing technology. In Japan, it lands at Minamiboso (Chiba Prefecture) and Shima (Mie Prefecture), connecting with Grover Beach, California. It extends to terrestrial points of presence in Tokyo, Osaka, Los Angeles and San Jose.
The Colt network is intended to offer customers a diverse route, connecting Colt’s existing terrestrial networks in Japan and the US, providing greater resilience and higher bandwidth options to provide greater resilience on transpacific services.
This is said to make the services ideal for businesses with global operations across Asia and the US. Another benefit is said to be an expansion in the global digital footprint, extending its “on-net” capabilities. Colt can connect directly into multiple sites across Tokyo, with on‑net coverage throughout the city’s key metro datacentres.
Commenting on the expansion, Buddy Bayer, chief operating officer of Colt Technology Services, said: “The world’s economies run on digital infrastructure, but there will come a point when existing capacity across some routes isn’t enough. This risks disrupting or even reversing the progress countries have made in connecting markets, organisations and societies. At Colt, we have a deep commitment to solving problems for our customers so they can grow and scale. This investment in our digital infrastructure connecting the US West Coast to Tokyo, Japan not only solves the capacity problem for our customers – it’s also a gateway to global growth.”
News of the new subsea infrastructure comes shortly after Colt announced an expansion and investment into new routes connecting the East Coast of the US to Europe. Specifically, the low-latency routes along the US East Coast and between the US East Coast and Europe are designed to “supercharge” capacity for customers as AI traffic surges across what is said to be the world’s busiest data pathway.
Tech
Anthropic Supply-Chain-Risk Designation Halted by Judge
Anthropic won a preliminary injunction barring the US Department of Defense from labeling it a supply-chain risk, potentially clearing the way for customers to resume working with the company. The ruling on Thursday by Rita Lin, a federal district judge in San Francisco, is a symbolic setback for the Pentagon and a significant boost for the generative AI company as it tries to preserve its business and reputation.
“Defendants’ designation of Anthropic as a ‘supply chain risk’ is likely both contrary to law and arbitrary and capricious,” Lin wrote in justifying the temporary relief. “The Department of War provides no legitimate basis to infer from Anthropic’s forthright insistence on usage restrictions that it might become a saboteur.”
Anthropic and the Pentagon did not immediately respond to requests to comment on the ruling.
The Department of Defense, which under Trump calls itself the Department of War, has relied on Anthropic’s Claude AI tools for writing sensitive documents and analyzing classified data over the past couple of years. But this month, it began pulling the plug on Claude after determining that Anthropic could not be trusted. Pentagon officials cited numerous instances in which Anthropic allegedly placed or sought to put usage restrictions on its technology that the Trump administration found unnecessary.
The administration ultimately issued several directives, including designating the company a supply-chain risk, which have had the effect of slowly halting Claude usage across the federal government and hurting Anthropic’s sales and public reputation. The company filed two lawsuits challenging the sanctions as unconstitutional. In a hearing on Tuesday, Lin said the government had appeared to illegally “cripple” and “punish” Anthropic.
Lin’s ruling on Thursday “restores the status quo” to February 27, before the directives were issued. “It does not bar any defendant from taking any lawful action that would have been available to it” on that date, she wrote. “For example, this order does not require the Department of War to use Anthropic’s products or services and does not prevent the Department of War from transitioning to other artificial intelligence providers, so long as those actions are consistent with applicable regulations, statutes, and constitutional provisions.”
The ruling suggests the Pentagon and other federal agencies are still free to cancel deals with Anthropic and ask contractors that integrate Claude into their own tools to stop doing so, but without citing the supply-chain-risk designation as the basis.
The immediate impact is unclear because Lin’s order won’t take effect for a week. And a federal appeals court in Washington, DC, has yet to rule on the second lawsuit Anthropic filed, which focuses on a different law under which the company was also barred from providing software to the military.
But Anthropic could use Lin’s ruling to demonstrate to some customers concerned about working with an industry pariah that the law may be on its side in the long run. Lin has not set a schedule to make a final ruling.
Tech
How Trump’s Plot to Grab Iran’s Nuclear Fuel Would Actually Work
President Donald Trump and top defense officials are reportedly weighing whether to send ground troops to Iran in order to retrieve the country’s highly enriched uranium. However, the administration has shared little information about which troops would be deployed, how they would retrieve the nuclear material, or where the material would go next.
“People are going to have to go and get it,” secretary of state Marco Rubio said at a congressional briefing earlier this month, referring to the possible operation.
There are some indications that an operation is close on the horizon. On Tuesday, The Wall Street Journal reported that the Pentagon has imminent plans to deploy 3,000 brigade combat troops to the Middle East. (At the time of writing, the order has not been made.) The troops would come from the Army’s 82nd Airborne Division, which specializes in “joint forcible entry operations.” On Wednesday, Iran’s government rejected Trump’s 15-point plan to end the war, and White House press secretary Karoline Leavitt said that the president “is prepared to unleash hell” in Iran if a peace deal is not reached—a plan some lawmakers have reportedly expressed concern about.
Drawing from publicly available intelligence and their own experience, two experts outlined the likely contours of a ground operation targeting nuclear sites. They tell WIRED that any version of a ground operation would be incredibly complicated and pose a huge risk to the lives of American troops.
“I personally think a ground operation using special forces supported by a larger force is extremely, extremely risky and ultimately infeasible,” Spencer Faragasso, a senior research fellow at the Institute for Science and International Security, tells WIRED.
Nuclear Ambitions
Any version of the operation would likely take several weeks and involve simultaneous actions at multiple target locations that aren’t in close proximity to each other, the experts say. Jonathan Hackett, a former operations specialist for the Marines and the Defense Intelligence Agency, tells WIRED that as many as 10 locations could be targeted: the Isfahan, Arak, and Darkhovin research reactors; the Natanz, Fordow, and Parchin enrichment facilities; the Saghand, Chine, and Yazd mines; and the Bushehr power plant.
According to the International Atomic Energy Agency, Isfahan likely has the majority of the country’s 60 percent highly enriched uranium, which may be able to support a self-sustaining nuclear chain reaction, though weapon-grade material generally consists of 90 percent enriched uranium. Hackett says that the other two enrichment facilities may also have 60 percent highly enriched uranium, and that the power plant and all three research reactors may have 20 percent enriched uranium. Faragasso emphasizes that any such supplies deserve careful attention.
Hackett says that eight of the 10 sites—with the exception of Isfahan, which is likely intact underground, and “Pickaxe Mountain,” a relatively new enrichment facility near Natanz—were mostly or partially buried after last June’s air raids. Just before the war, Faragasso says, Iran backfilled the tunnel entrances to the Isfahan facility with dirt.
The riskiest version of a ground operation would involve American troops physically retrieving nuclear material. Hackett says that this material would be stored in the form of uranium hexafluoride gas inside “large cement vats.” Faragasso adds that it’s unclear how many of these vats may have been broken or damaged. At damaged sites, troops would have to bring excavators and heavy equipment capable of moving immense amounts of dirt to retrieve them
A comparatively less risky version of the operation would still necessitate ground troops, according to Hackett. However, it would primarily use air strikes to entomb nuclear material inside of their facilities. Ensuring that nuclear material is inaccessible in the short to medium term, Faragasso says, would entail destroying the entrances to underground facilities and ideally collapsing the facilities’ underground roofs.
Softening the Area
Hackett tells WIRED that based on his experience and all publicly available information, Trump’s negotiations with Iran are “probably a ruse” that buys time to move troops into place.
Hackett says that an operation would most likely begin with aerial bombardments in the areas surrounding the target sites. These bombers, he says, would likely be from the 82nd Airborne Division or the 11th or 31st Marine Expeditionary Units (MEU). The 11th MEU, a “rapid-response” force, and the 31st MEU, the only Marine unit continuously deployed abroad in strategic areas, have reportedly both been deployed to the Middle East.
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