Music

Spotify Disables Accounts After Open-Source Group Scrapes 86 Million Songs From Platform (therecord.media) 27

After Anna's Archive published a massive scrape containing 86 million songs and metadata from Spotify, the streaming giant responded by disabling the nefarious accounts responsible. A spokesperson for Spotify told Recorded Future News that it "has identified and disabled the nefarious user accounts that engaged in unlawful scraping."

"We've implemented new safeguards for these types of anti-copyright attacks and are actively monitoring for suspicious behavior," the spokesperson said. "Since day one, we have stood with the artist community against piracy, and we are actively working with our industry partners to protect creators and defend their rights." The Record reports: The spokesperson added that Anna's Archive did not contact them before publishing the files. They also said it did not consider the incident a "hack" of Spotify. The people behind the leaked database systematically violated Spotify's terms by stream-ripping some of the music from the platform over a period of months, a spokesperson said. They did this through user accounts set up by a third party and not by accessing Spotify's business systems, they added.

Anna's Archive published a blog post about the cache this weekend, writing that while it typically focuses its efforts on text, its mission to preserve humanity's knowledge and culture "doesn't distinguish among media types." "Sometimes an opportunity comes along outside of text. This is such a case. A while ago, we discovered a way to scrape Spotify at scale. We saw a role for us here to build a music archive primarily aimed at preservation," they said. "This Spotify scrape is our humble attempt to start such a 'preservation archive' for music. Of course Spotify doesn't have all the music in the world, but it's a great start."

AI

Italy Tells Meta To Suspend Its Policy That Bans Rival AI Chatbots From WhatsApp 4

Italy's antitrust regulator Italian Competition Authority ordered Meta to suspend a policy that blocks rival AI chatbots from using WhatsApp's business APIs, citing potential abuse of market dominance. "Meta's conduct appears to constitute an abuse, since it may limit production, market access, or technical developments in the AI Chatbot services market, to the detriment of consumers," the Authority wrote. "Moreover, while the investigation is ongoing, Meta's conduct may cause serious and irreparable harm to competition in the affected market, undermining contestability." TechCrunch reports: The AGCM in November had broadened the scope of an existing investigation into Meta, after the company changed its business API policy in October to ban general-purpose chatbots from being offered on the chat app via the API. Meta has argued that its API isn't designed to be a platform for the distribution of chatbots and that people have more avenues beyond WhatsApp to use AI bots from other companies. The policy change, which goes into effect in January, would affect the availability of AI chatbots from the likes of OpenAI, Perplexity, and Poke on the app.
Businesses

Amazon Faces 'Leader's Dilemma' - Fight AI Shopping Bots or Join Them (cnbc.com) 11

Amazon finds itself caught between two competing impulses as AI shopping agents from OpenAI, Google, Perplexity and Microsoft mushroom across the e-commerce space -- block them to protect its dominant position, or partner with them to avoid being left behind. The company has largely played defense so far. Amazon recently updated its website code to block external AI agents from crawling it, and as of this week had blocked 47 bots including those from all major AI companies. In November, Amazon sued Perplexity over an agent in the startup's Comet browser that can make purchases on users' behalf, alleging the company concealed its agents to continue scraping Amazon's site. But Amazon's stance appears to be shifting, CNBC reports.

CEO Andy Jassy said on an October earnings call that Amazon expects to partner with third-party agents and has engaged in conversations with some providers. The company is now hiring a corporate development leader to forge strategic partnerships in "agentic commerce." Amazon is also investing in its own tools. The company launched shopping chatbot Rufus last February and has been testing an agent called Buy For Me that can purchase products from other sites within Amazon's app.
Moon

Russia Plans a Nuclear Power Plant on the Moon Within a Decade (reuters.com) 43

Russia plans to put a nuclear power plant on the moon in the next decade to supply its lunar space programme and a joint Russian-Chinese research station, as major powers rush to explore the earth's only natural satellite. Reuters: Ever since Soviet cosmonaut Yuri Gagarin became the first human to go into space in 1961, Russia has prided itself as a leading power in space exploration, but in recent decades it has fallen behind the United States and, increasingly, China. Russia's ambitions suffered a massive blow in August 2023 when its unmanned Luna-25 mission smashed into the surface of the moon while attempting to land, and Elon Musk has revolutionised the launch of space vehicles - once a Russian speciality.

Russia's state space corporation, Roscosmos, said in a statement that it planned to build a lunar power plant by 2036 and signed a contract with the Lavochkin Association aerospace company to do it. Roscosmos did not say explicitly that the plant would be nuclear but it said the participants included Russian state nuclear corporation Rosatom and the Kurchatov Institute, Russia's leading nuclear research institute. Roscosmos said the purpose of the plant was to power Russia's lunar programme, including rovers, an observatory and the infrastructure of the joint Russian-Chinese International Lunar Research Station.

Youtube

YouTube Has a Firm Grip on Daytime TV (nytimes.com) 34

YouTube has been winning the streaming wars for years, but its real competitive advantage comes not from prime-time viewing but from its stranglehold on daytime hours when Americans are meditating, exercising, cooking, or simply looking for background noise. At 11 a.m. in October, YouTube commanded an average audience of 6.3 million viewers compared to Netflix's 2.8 million, according to Nielsen data. Amazon drew about a million viewers at that hour, and HBO Max, Paramount+ and Peacock each pulled fewer than 600,000.

The gap narrows significantly at night -- Netflix's audience swells to over 11 million at 9 p.m., trailing YouTube's 12 million -- but YouTube's dominance reasserts itself in overnight hours and through the next day. Netflix is responding by bringing at least 34 video podcasts to its service next year, including "The Breakfast Club," "The Bill Simmons Podcast," and "Pardon My Take." Amazon added the Kelce brothers' "New Heights" podcast to Prime Video in September. The strategy is intentional: roughly 75 percent of all podcast listening happens between 6 a.m. and 6 p.m., according to Edison Research. YouTube said viewers watched 700 million hours of video podcasts on living room devices in October alone, a 75% increase from the previous year.
Education

Why Are There No Large Market Cap Companies Globally in Edtech? (substack.com) 19

Goldman Sachs, in a note this week, via India Dispatch: There are various reasons that explains this: (i) A large part of the global education spend goes towards formal education (schools, colleges and universities), which are typically either run by governments or are not-for-profit institutions;

(ii) It is difficult to replicate education quality at scale in our view, since most teachers would have a different pedagogy, and thus standardization is harder to achieve vs that in other internet categories;

(iii) Education is fragmented - it includes various fields (schools, undergrad courses, medicine, engg, management, etc.), each with their own curriculum, and the same being vastly different across countries globally; this makes scalability difficult beyond a few certain specializations and regions.

Additionally, we believe the ability for online education to capture a sizable value share of supplemental education is limited since the perceived value of offline, including that from community, in-person engagement and doubt solving, rigour, etc., is typically higher.

However, we note that before China's double reduction policy in 2021, TAL and EDU had market caps of up to US$50 bn; these companies were mostly domestic focused and on the K-12 tutoring segment, which has large volumes. Similarly in India, Byju's reached a peak valuation of US$20 bn+ (link; again, focused on K-12), before issues around governance etc. impacted the business.

Censorship

US Bars Five Europeans It Says Pressured Tech Firms To Censor American Viewpoints Online (apnews.com) 169

An anonymous reader quotes a report from the Associated Press: The State Department announced Tuesday it was barring five Europeans it accused of leading efforts to pressure U.S. tech firms to censor or suppress American viewpoints. The Europeans, characterized by Secretary of State Marco Rubio as "radical" activists and "weaponized" nongovernmental organizations, fell afoul of a new visa policy announced in May to restrict the entry of foreigners deemed responsible for censorship of protected speech in the United States. "For far too long, ideologues in Europe have led organized efforts to coerce American platforms to punish American viewpoints they oppose," Rubio posted on X. "The Trump Administration will no longer tolerate these egregious acts of extraterritorial censorship."

The five Europeans were identified by Sarah Rogers, the under secretary of state for public diplomacy, in a series of posts on social media. [...] The five Europeans named by Rogers are: Imran Ahmed, chief executive of the Centre for Countering Digital Hate; Josephine Ballon and Anna-Lena von Hodenberg, leaders of HateAid, a German organization; Clare Melford, who runs the Global Disinformation Index; and former EU Commissioner Thierry Breton, who was responsible for digital affairs. Rogers in her post on X called Breton, a French business executive and former finance minister, the "mastermind" behind the EU's Digital Services Act, which imposes a set of strict requirements designed to keep internet users safe online. This includes flagging harmful or illegal content like hate speech. She referred to Breton warning Musk of a possible "amplification of harmful content" by broadcasting his livestream interview with Trump in August 2024 when he was running for president.

Businesses

ServiceNow To Buy Armis For $7.75 Billion As It Bets Big On Cybersecurity For AI (marketwatch.com) 9

An anonymous reader quotes a report from MarketWatch: ServiceNow announced a deal to acquire cybersecurity company Armis on Tuesday, marking a new milestone in the software giant's artificial-intelligence business strategy. The $7.75 billion all-cash transaction is part of ServiceNow's goal of advancing governance and trust in autonomous AI agents, and the company's largest transaction to date. "The acquisition of Armis will extend and enhance ServiceNow's Security, Risk, and [Operational Technology] portfolios in critical and fast-growing areas of cybersecurity and drive increased AI adoption by strengthening trust across businesses' connected environments," the company wrote in a press release.

While ServiceNow built its foundation IT service management products, the company has positioned itself as an "AI control tower" that orchestrates workflows across HR, customer service and security operations. Organizations today are operating in increasingly complex environments, with assets spanning from laptops and servers to smart grid devices, Gina Mastantuono, chief financial officer of ServiceNow, told MarketWatch on Tuesday. "But at the same time, cyber threats are becoming more sophisticated and more complex," she added.

ServiceNow's Security and Risk business crossed $1 billion in annual contract value earlier this year, and the Armis acquisition is expected to triple ServiceNow's market opportunity in the sector. Armis currently has over $340 million in annual recurring revenue, with growth exceeding 50% year-over-year, according to the press release. The Armis acquisition would allow ServiceNow to create an "end-to-end proactive cybersecurity exposure and operations stack that enables enterprises to see, decide and act across a business' entire technology footprint," Mastantuono said.

Software

'Fragmented' Microsoft Tools Undercut Efficiency at Amazon and Whole Foods, Internal Deloitte Review Finds (businessinsider.com) 27

An anonymous reader shares a report: It's been more than eight years since Amazon bought Whole Foods, but the two companies still haven't aligned their setup for the Microsoft software their employees use. That disconnect was flagged in an 8-week Deloitte review of Whole Foods' use of Microsoft 365 apps earlier this year, according to an internal document obtained by Business Insider. Deloitte found that Whole Foods relies on "fragmented" Microsoft toolsets, has loose security and data-retention practices, and employs a complex user-management setup -- all of which contribute to inefficiencies and lower productivity when working with Amazon employees.

The consulting firm recommended a 24-month integration plan that would first move Whole Foods' corporate employees onto Amazon's backend system, followed by its frontline workers. The phased approach would ensure a "smooth transition for users and minimal disruption to business processes," while generating cost savings, the document said. The review, completed in May, highlights Amazon's ongoing challenges in integrating Whole Foods. Since acquiring the chain in 2017, the company has struggled to scale the business and integrate operations, resulting in frequent reorganizations and shifting strategic priorities.

Businesses

Remote Work is Officially Dead, Says the World's Largest Recruiter (fortune.com) 93

The great return-to-office battle has effectively concluded and a clear pecking order has emerged, according to Sander van 't Noordende, the CEO of Randstad, a staffing giant that places around half a million workers in jobs every week. Remote work is becoming a status symbol reserved for star performers and those possessing rare skills. "You have to be very special to be able to demand a 100% remote job," van 't Noordende told Fortune. "That's increasingly the story. You have to have very special technology skills or some expertise."

The equilibrium appears to be settling at a hybrid model of three to four days in office for most workers. Van 't Noordende noted that apart from some banks in major cities, the five-day office week isn't returning as the norm despite hardline mandates from companies like Amazon and JPMorgan. Korn Ferry predicted this "hybrid hierarchy" at the start of 2025, forecasting that flexibility would become a perk reserved for top talent. At some companies, high performers are already being offered flexible schedules as a bonus while mid-range employees don't get the privilege, the Wall Street Journal reported.
Businesses

Ryanair Fined $301M Over 'Abusive Strategy' To Limit Ticket Sales By Online Travel Agencies (theguardian.com) 26

Speaking of Italy's competition authority , it has fined Ryanair $301 million for abusing its dominant market position to limit sales of tickets by online travel agents. The Guardian: The authority said Europe's largest airline had "implemented an abusive strategy to hinder travel agencies" via an "elaborate strategy" of technical obstacles for agents and passengers to make it difficult for online travel agents to sell Ryanair tickets and instead force sales through its own website.

The fine related to Ryanair's conduct between April 2023 and at least until April 2025, the authority said on Tuesday. It said Ryanair had prevented online travel agents from selling tickets on its flights in combination with other airlines and services, weakening competition. Ryanair said it would immediately appeal against the "legally flawed" ruling.

Businesses

Apple and Google Asking Some Employees With H-1B Visas To Avoid International Travel (sfchronicle.com) 63

Tech giants Google and Apple are asking some employees with H-1B visas to reconsider international travel, as their legal teams warned that visa processing delays could keep employees abroad for months, according to Business Insider. From a report: Law firms representing the tech giants sent memos advising staff who require visa stamps for reentry to stay in the U.S., warning that international travel could entangle them in visa screening delays following the introduction of a new social media screening requirement, according to the news agency. The policy subjects H-1B workers and their dependents to reviews of their social media histories.

"Please be aware that some US Embassies and Consulates are experiencing significant visa stamping appointment delays, currently reported as up to 12 months," BAL Immigration Law, which represents Google, said in a memo obtained by Business Insider. The law firm said the delays were affecting H-1B, H-4, F, J and M visas.

Apple

Apple Fined $116 Million Over App Privacy Prompts (theverge.com) 24

Apple has been fined $116 million by Italy's antitrust regulator over the "excessively burdensome" privacy rules it imposes on third-party apps. From a report: The Italian Competition Authority (AGCM) says that Apple abused its dominant app store market position by burdening developers with "disproportionate" terms around data collection that exceed privacy law requirements, compared to rules for native iOS apps.

The fine specifically targets the App Tracking Transparency (ATT) policy Apple launched in 2021, which requires third-party developers to ask users for consent twice to track their data across other apps and websites. Apple's own apps can obtain this permission in a single tap. AGCM says that the burden of consenting twice led to a reduction in user consent rates for advertising profiling, thus harming developers whose business models depend upon revenue generated by personalized ads.

AI

Alphabet Acquires Data Center and Energy Infrastructure Company Intersect For $4.75 Billion 4

Alphabet is acquiring Intersect for $4.75 billion to accelerate data center and power-generation capacity as AI infrastructure demand surges. CNBC reports: Alphabet said Intersect's operations will remain independent, but that the acquisition will help bring more data center and generation capacity online faster. "Intersect will help us expand capacity, operate more nimbly in building new power generation in lockstep with new data center load, and reimagine energy solutions to drive U.S. innovation and leadership," Sundar Pichai, CEO of Google and Alphabet, said in a statement.

Google already had a minority stake in Intersect from a funding round that was announced last December. In a release at the time, Intersect said its strategic partnership with Google and TPG Rise Climate aimed to develop gigawatts of data center capacity across the U.S., including a $20 billion investment in renewable power infrastructure by the end of the decade.

Alphabet said Monday that Intersect will work closely with Google's technical infrastructure team, including on the companies' co-located power site and data center in Haskell County, Texas. Google previously announced a $40 billion investment in Texas through 2027, which includes new data center campuses in the state's Haskell and Armstrong counties.
Australia

Australian Eateries Turn To Automatic Tipping as Cost of Doing Business Climbs (abc.net.au) 111

Australian restaurants facing a mounting cost-of-doing-business crisis are turning to automatic service charges as a way to shore up revenue. The practice is legal under Australian consumer law as long as customers are notified beforehand and can opt out, but it risks alienating diners in a country where tipping has traditionally been optional.

Wes Lambert, chief executive of the Australian Cafe and Restaurant Association, said only a handful of businesses in central business districts currently add automatic tips to bills, but the practice may spread as cost pressures continue. Automatic tipping is more common at venues frequented by international tourists, who view the practice as normal rather than exceptional. With international tourism now near pre-COVID levels, Lambert expects more restaurants to include tips on bills by default.

A Sydney wine bar recently abandoned its 10 per cent automatic tip after a diner's social media post triggered public backlash. University of New South Wales professor Rob Nichols said Australia's resistance to tipping stems from the expectation that hospitality workers earn at least minimum wage, unlike in the United States where tips constitute most of a server's income. Australians and tourists tip an estimated $3.5 billion annually, and tipping transactions grew 13% year over year in fiscal 2024-25.
AI

Instacart Kills AI Pricing Tests That Charged Some Customers More Than Others 11

Instacart has ended its AI-powered pricing tests after a study from Groundwork Collaborative, Consumer Reports and More Perfect Union revealed that the grocery delivery platform was showing different customers different prices for identical items at the same store. The company said Monday that retailers can no longer use Eversight, the AI pricing technology Instacart acquired in 2022, to run such tests.

"Now, if two families are shopping for the same items, at the same time, from the same store location on Instacart, they see the same prices -- period," the company wrote in a blog post. The study drew attention from lawmakers; Sen. Chuck Schumer wrote to the FTC that "consumers deserve to know when they are being placed into pricing tests," and Reuters reported that the agency had opened an investigation. Instacart says the tests "were never based on supply or demand, personal data, demographics, or individual shopping behavior."

The company also reached a $60 million settlement last week over separate allegations including falsely advertising free shipping.
AI

Visa Says AI Will Start Shopping and Paying For You In 2026 (nerds.xyz) 81

BrianFagioli writes: Visa says it has completed hundreds of secure, AI-initiated transactions with partners, arguing this proves agent driven shopping is ready to move beyond experiments. The company believes 2025 will be the last full year most consumers manually check out, with AI agents handling purchases at scale by the 2026 holiday season. Nearly half of US shoppers already use AI tools for product discovery, and Visa wants to extend that shift all the way through payment using its Intelligent Commerce framework.

The pilots are already live in controlled environments, powering consumer and business purchases through AI agents tied to Visa's payment rails. To prevent abuse, Visa and partners have introduced a Trusted Agent Protocol to help merchants distinguish legitimate AI agents from bots, with Akamai adding fraud and identity controls. While the infrastructure may be ready, the bigger question is whether consumers fully understand the risks of letting software spend their money.

Businesses

State of Play: Who Holds the Power in the Video Games Industry in 2025? (theguardian.com) 25

The video games industry in 2025 finds itself caught between the familiar forces of consolidation and job losses that have plagued creative industries, and a newer development: governments and the ultra-wealthy have begun treating games as tools of political influence. Saudi Arabia's Public Investment Fund closed a $55 billion deal for EA this year and acquired Niantic, the makers of Pokemon Go, in March.

Microsoft's 2023 acquisition of Activision already signaled the direction of travel. The workforce has borne the costs of this consolidation. More than 5,000 jobs have been lost in the industry this year, and several studios have shuttered, including Monolith Productions. The instability has pushed unions into greater prominence: United Videogame Workers formed in the US and Canada in March as part of the Communications Workers of America, and the firing of 30 staff from Rockstar Games in the UK brought the IWGB Game Workers Union into the spotlight.

Meanwhile, the Trump administration has posted AI-generated images of the president as Halo's Master Chief and used Pokemon and Halo memes to recruit for ICE.
Businesses

iRobot Founder Says FTC Treated Blocked Deals 'Like Trophies' as Bankruptcy Follows Failed Amazon Acquisition (techcrunch.com) 54

Colin Angle, the founder of iRobot who built the company from his living room over 35 years and sold more than 50 million Roomba vacuums, watched his creation file for Chapter 11 bankruptcy earlier this month after what he describes as an "avoidable" regulatory ordeal that killed Amazon's $1.7 billion acquisition bid. In an interview with TechCrunch, Angle recounted the 18-month investigation by the FTC and European regulators that preceded Amazon's January 2024 decision to abandon the deal. The process consumed over 100,000 documents and a significant portion of iRobot's discretionary earnings. Angle said the deal should have taken "three, four weeks of investigation" given iRobot's declining market position -- 12% and falling in Europe, where the leading competitor was only three years old.

During his deposition, Angle said he walked the halls of the FTC and noticed examiners had "printouts of deals blocked, like trophies" on their office doors. He entered the process "looking for a friend" and instead encountered the question: "Why should we ever let them do this?"

Further reading: WSJ Editorial Board Says Lina Khan Killed iRobot.
XBox (Games)

Is Xbox Betting on Cross-Platform Gaming? (cnbc.com) 26

A "slew of layoffs, price hikes and studio closures" for Microsoft's Xbox "have led many to declare — not for the first time — that the Xbox is dead," reports CNBC.

Or is it just changing its business model? The company's overall gaming revenue decreased 2% year-over-year, with a 29% dip in Xbox hardware sales, according to Microsoft's first-quarter earnings for fiscal 2026. The broader console industry has been in a major slump, with hardware spending down 27% year-over-year in November, which is typically a busy shopping month, according to a recent report from research firm Circana. It was the worst November in two decades, IGN reported, citing Circana data. Combined Switch and Switch 2 unit sales were down more than 10% during the month and PS5 sales were down more than 40%, IGN said. But the Xbox Series hardware took the biggest beating, with a dramatic 70% drop in sales...Microsoft's Xbox Series S and Series X, at 1.7 million units, couldn't outsell the original Nintendo Switch, which launched in 2017 and has sold 3.4 million units so far this year, data from game sales tracking site VGChartz estimated...

Microsoft CEO Satya Nadella said in a recent interview with the TBPN podcast that the company's gaming business model will look to be "everywhere in every platform," from consoles to TV to mobile. His comments also hinted that the next Xbox may function more like a PC. "It's kind of funny people think about the console and PC as two different things," Nadella said. "We built a console because we wanted to build a better PC, which could then perform for gaming. So I kind of want to revisit some of that conventional wisdom...." A source familiar with Xbox strategy told CNBC that the company is looking at creating an open system that enables players to jump between console, PC and cloud gaming — and any form of entertainment beyond gaming. [Wedbush analyst Michael Pachter told CNBC] that while Microsoft is not completely abandoning hardware, the company is splitting its audience into existing buyers interested in specialized consoles and everyone else.

Xbox Game Pass subscription service, which gives subscribers access to games from a variety of publishers, is a clear example of this strategy... The growth in cloud gaming has been blistering. Xbox reported a record 34 million Game Pass subscribers in 2024 and a total Game Pass revenue of almost $5 billion over the last fiscal year. Xbox said in a November blog post that the number of cloud gaming hours from Game Pass subscribers was up 45% compared to the same time last year. The Microsoft subsidiary also said console players are "spending 45% more time cloud streaming on console and 24% more on other devices..."

Despite gaming's scaling limitations, Microsoft seems committed to doing what it has done with the rest of its products — moving it to the cloud... [Xbox President Sarah] Bond recently said in an interview with Mashable that the idea of exclusive games is "antiquated" as the company has leaned into cross-platform gaming... Xbox is betting that cloud and cross-platform gaming are the future. For a decade, claims have been made about the death of the Xbox, and what comes next could fully spell the end, or bring a metamorphosis.

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