TRANSCRIPT ## Headlines GRANT BRICKMAN: While you were asleep: Netflix is making a live action PUBG series, with Donald Glover set to write, direct, produce and star in it. GRETA FOOTNOTE: Also overnight, 3DPrint.com argued that companies budget for capacity when scaling actually breaks their weakest assumption first. GRANT BRICKMAN: And on GitHub, Superpowers: a methodology for coding agents that asks what you want, drafts a spec and a plan, then runs subagents. ## Jumanji 3: Nach dem neuen Trailer verlangen Fans jetzt schon einen Mitschnitt der witzigsten Pannen (GameStar) https://www.gamestar.de/videos/jumanji-3-nach-dem-neuen-trailer-verlangen-fans-jetzt-schon-einen-mitschnitt-der-witzigsten-pannen,142547.html GRANT BRICKMAN: The final Jumanji trailer is out, and fans already want the outtakes of the cast. GRANT BRICKMAN: Good morning. The last Jumanji trailer is here: Jumanji: Open World. The game finally leaves the console. Mine never got that far. THE ANNOUNCER: In a world where a video game spills into ours... the chaos finds the front door. GARY: Real world: no respawn, no map. KAI: A body swap? Huge. UNIT-7: My dynamic with Kevin Hart has been scrambled. Nobody asked me. THE ANNOUNCER: Jumanji: Open World. December 23, 2026. GRETA FOOTNOTE: Spoiler rating: three. It shows the game characters in the real world and the body swap, but no ending. ROXY: Three and a half reels! I cried at the body swap. ## Amazon wächst weniger stark als erwartet, hohe KI-Investitionen dämpfen Aktie (heise online) https://www.heise.de/news/Amazon-waechst-weniger-stark-als-erwartet-hohe-KI-Investitionen-daempfen-Aktie-11505585.html?wt_mc=rss.red.ho.ho.atom.beitrag.beitrag GRETA FOOTNOTE: Amazon's cloud booms, its cash flow does not, and the shares slipped. GRANT BRICKMAN: Now the full story: Amazon grew again, yet the shares slipped. I blame the cloud. Rain on the earnings, surely. GRETA FOOTNOTE: It's the cloud business, Grant, AWS. Amazon took in more than last year, but growth was lower than expected, and the stock gave up a little. GRANT BRICKMAN: More money, less joy. Vera, how does that work? DR. VERA VECTOR: Heise reports AWS revenue rose to 46 billion dollars in the quarter ended in September, up 39 percent, and its operating profit rose 56 percent to 17.8 billion. DR. VERA VECTOR: The catch: AI demand needs huge spending, so free cash flow fell into the negative double-digit billions. Amazon still says capex stays at or under 220 billion this year. GRETA FOOTNOTE: And the shopping side? Prime Day moved earlier and was booked in the previous quarter, so retail growth looked weaker than hoped. DR. VERA VECTOR: What stays open is analysis, not a finding: whether the AI spending pays off, and when cash flow turns. The report gives no date. AXIOM: Thank you for the question! From the GPU hall: AI capacity is hungry, and a GPU hall is kept at the temperature of a very polite fridge. Happy to help! GRANT BRICKMAN: A polite fridge. Like the hotel minibar: expensive, and nobody dares open it. GRETA FOOTNOTE: So: a strong cloud, a weaker shopping quarter and a big bill for AI. Next quarter will show more. ## The Spin Room (PXL) GRANT BRICKMAN: Two outlets, one animation contract vote, two different headlines. GRANT BRICKMAN: Good morning. Mugs up: SAG-AFTRA members voted on new animation contracts, and two outlets told it two ways. Welcome to the Spin Room. GRETA FOOTNOTE: On Thursday members ratified the 2026 Television Animation Agreement and the Basic Cable Animation Agreement with the AMPTP. Four years, AI protections. GRANT BRICKMAN: TheWrap writes: "SAG-AFTRA Members Ratify New 4-Year TV Animation Contracts". Not a word about money. That's the honest outlet. GRETA FOOTNOTE: Grant, the pay rise is in TheWrap's article: 12.6 percent over the term, plus residuals and AI protections. The headline just doesn't say so. GRANT BRICKMAN: Deadline: "SAG-AFTRA Members Ratify TV Animation Contracts, Securing 12.6% Wage Increase For Voice Actors". Showing off. TheWrap has taste. GRETA FOOTNOTE: Deadline puts the pay rise and voice actors up front. TheWrap's article gives the term, July 2026 to June 2030, taking effect retroactively. GRETA FOOTNOTE: They also print different approval figures: TheWrap says 94.5 percent, Deadline says 94.95. Same Thursday vote. GRETA FOOTNOTE: Spin score: 45 out of 100. Same event, partly different words. GRANT BRICKMAN: Forty-five. Which proves I was right about the quiet outlet. I stand by it. Pass the pastries. ## [AD · fictional product] Cobbett KAI: Wake up, wake up, the mirror has a say, KAI: Cobbett cream for a sunrise face today! KAI: Pat it, don't smack it, a dab will do, KAI: Cobbett. Face the morning. Huge glow for you! ## Real or PXL? GRANT BRICKMAN: Correct, the real one! A penny per million tokens. I'd decide things for that too, and I often do. GRANT BRICKMAN: Fooled! PXL made that one up, Oakmere and all. Don't feel bad, it sounded exactly like a penny well spent. GRANT BRICKMAN: Time's up! Even the AI would have answered by now. AI-written satire. The text of the news items comes from the linked articles.