Changing Landscape of Sports Media Consumption

Are roll batteries the same? That's like asking ev soccer players are the same Take Messi, the most decorated player ever Is there any other player who has achieved that? No, just him. Now take Duracl. Is there any other battery with power boost ingredients inside? No, just Duracl. Remember, goats only trust goats because they're built different. and Messi only trusts Duracl Welcome to the Tech Wewrite homeome for Monday june twenty ninth, twenty six. I'm Brian MCelle. Today the US lifted its block on anthropics Mhos five. Researchers said China's GLM five point two matches US models on security bugs. South Korea pledged five hundred ninety billion dollars for making new chips, and the memory crunch has turned existential for small electronics makers Here's what you missed today in the world of tech. The older I get, the more I really need a full eight hours of sleep to function. 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After you purchase, they will ask you where you heard about them, so please support our show and tell them our show sent you Over the weekend, the US government lifted its block on Mhos five a little bit, allowing Anthropic to release it to more than one hundred US institutions Sources say talks about Fable five are still ongoing, but insiders say that could be back as soon as this week Coting semaphore The decision in a letter sent Friday afternoon to Anthropic is a major de escalation in the confrontation between the Trump administration and one of the world's most valuable private companies. The letter is silent on Fable five, a weaker version of Mhos that was briefly the most powerful AI model widely available to consumers People close to the talkks said they are moving forward releasing Fabable as well, though that timeline is unclear I have determined that appropriate safeguards are in place to permit certain trusted partners to access the Claud Methos five model. Commerce Secretary Howard at Luttnick wrote to Anthropicss Chief Cute offfficer, Tom Brown Friday, citing significant progress in the intense daily talks between the government and the company since the block went into effect Anthropic has committed to work with the U.S government on protocols and standards and releases for its models, Lutnk wrote. The move comes the same day that Anthropics's leading competitor, OingIe released its latest model, GPT five point six to a short list of government approved partners Under the new anthropic arrangement, a license will no longer be required to export, re export or in country transfer including deemed exports and re expports, the Claude Mhos five model to entities identified in anneXA to this letter and their foreign national employees or to anthropics foreign national employees, end quote Lutnik's letter marks the beginnings of a new regulatory regime that gives the U.S. government control over the release of frontier AI models Though the leaders of frrontier labs have bridled at the possibility of losing time in the intense global AI race, Commerce Department spokesman Berno Kass cited the speed with which the government acted to address its concern about anthropic. In just two weeks, we have worked diligently to ensure America remains the global leader in AI while safeguarding our security, Cast said The framework for overseeing AI is being built on the fly, and many users of the most powerful tools from non US governments and companies to consumers remain in the dark as to when they will get access to Mhos and Fable. European officials and other U. S. allies have expressed frustration at their new dependence on decisions in Washington, end quote Lots of chedatter over the weekend that all of that might be moot anyway because of headlines like this Cing the journal Chinese artificial intelligence systems have matched the performance of Anthropics's powerful model Mhos in some cybersecurity scenarios a development. poised to reset the global tech race and pressure the White House in its overhaul of U. S. AI policy. Security researchers said that a new AI model released last month by China's Jipu AI known as ZAI can match the latest US models when it comes to finding security bugs, although it still lags behind anthropics and open AIes products in other tasks Overall, the capability gap between top US models and those built by Chinese companies has narrowed significantly, and use of Chinese AI systems has surged as businesses seek to rein in runaway costs. A host of companies, including Microsoft, are weighing how they can offer Chinese models on their platforms, a development that is set to alter the bounce of power among tech companies China is making sure that the gap becomes smaller and smaller over time, said Leor Div, Chief exxecutive offfficer of the cybersecurity company seeven AI The ability of AI systems to find bugs and software has added urgency to efforts to use models to close quickly vulnerabilities that could be exploited by hackers. Otherwise, the world will face what some researchers have called Bugmageddon Unlike models fromanthropic or opening eye, GZPU's GLM five point two is open weight. That means it can be downloaded and run on hardware operated by anybody and can be modified and used without supervision. Openwight models are ideal for users who want unfettered access to systems they control, but they are also ideal for hackers who can run them in the shadows GLM five point two has ranked as one of the ten most used AI models, according to data from Open Router, a company that provides access to more than four hundred AI models in some benchmarking tests, according to the cybersecurity company SEMGrep GLM five point two bested anthropics Clad O opus four point eight model, which was released in May. When given further instructions, Opus four point eight and GLM five point two can match Mhos in bug finding ability, according to the researchers On Wednesday, the Chinese cybersecurity company three hundred and sixty security technology released a new bug finding tool called T Long Feng, the company said, it was comparable to metethos in finding bugs as well Those capabilities have alarmed many national security officials and CEO's This kind of powerful weapon that can alter the landscape of cyber warfare can't remain solely in American hands, three hundred and sixty seecurity Chief Executive Zhaou Hongyi said at a cybersecurity conference in Beijing, Zhao, an outspoken internet veteran and member of China's top political advisory board, said China would face unacceptable risks if American entities could use advanced AI models to scan critical Chinese network systems while denying Chinese companies comparable capabilities Many have called the US administration's attack on anthropic counterproductive and criticized its decision to allow exports of AI chips to China in light of the nation's recent advances Banning fable while selling chips China needs to develop its own version is a gift to China, said Cyif Khon. Distinguished techology feellllow at the Institute for Progress, Think Tank who worked on export restrictions in the Biden administration The U.S. needs to maximize the use of methos and comparable models to harden its cyber defenses while it can, he added ammong the Methos five and Fable five users that had lost access before Friday's decision to restore Methos five access for some trusted entities was the National Security Agency, which had been testing the tools and found them impressive in trials according to people familiar with the matter Critics of the White House approach have said it has been lax in restricting use of Chinese open weight models from companies such as Dep Sea Genjipu, which are popular among U. S. businesses, and quote. The nation of South Korea and the Korean companies Samsung and SKHinix say they plan to collectively invest around five hundred ninety billion dollars to build a new chip complex, including four chip making plants and a chip packaging cluster coting the FT South Korea has announced a nearly six hundred billion dollars plan for the world's two largest memory chip makers to significantly expand capacity as the AI boom exacerbates chip shortages. Samsung Electronics and SK Heenix will invest a combined five hundred ninety billion dollars alongside the government to build chip making facilities in underdveloped parts of South Korea President Lee Ja Myg said on Monday, The investment pledges are part of the president's three mega projects for the Great Leap Forward Initiative aimed at building up the country's capabilities in semiconductors, AI data centers and robotics The plan is also part of Lee's effort to rebalance economic growth, which is historically concentrated around Seoul Samsung and SK Henix have major chip making facilities in the capital region South Korea was at a turning point for a new great leap forward, Lee said. We must swiftly complete the chip production hubs under construction and secure overwhelming manufacturing capacity through large scale investment in the southwest Samsung and SK Heenix will each build two chip making plants in the country's southwestern region. while constructing a chip packaging cluster in the central region. Chip packaging is the final stage of semiconductor manufacturing where finished chips are enclosed in protective casings and connected for use in electronic devices South Korea also plans to invest over the next fifteen years to develop next generation memory chips on device AI chips, AI service chips and semiconductors used in defense. South Korea's cheip makers are racing to meet surging demand from the data centers that power chatbots and other AI tools. The world's five largest AI companies are expected to spend more than one trillion dollars in twenty twenty five and twenty twenty six on data centers Their demand has raised prices for other customers, including consumer electronics makers. Last week, Apple raised MacBook and iPad prices citing the unsustainable cost of memory and storage. Samsung and SK Heenix now have a combined market capitalization of roughly two trillion dollars. They account for nearly eighty percent of the global market for high bandwidth memory chips, which enable the rapid movement of the massive volumes of data required for AI applications, end quote AI in real life, the future of AI isn't just digital, it's physical. From robots and drones to cars, industrial equipment and medical devices, intelligent machines can transform our lives. But every intelligent device needs an efficient brain, one that can reason locally, without cloud inference delays and without draining its battery. That's where seEMA. AI comes in with the Aentic software environment paallte neet and the mododalics machine learning system on chip hardware Developers can build high performance physical AI applications not in months, but in days and hours. Join the webinar to see how customers use reasoning enabled AI and agentic workflows to accelerate the development of intelligent machines and autonomous systems. Discover what's possible with physical AI. headad to seEMa. Ai slash neat Sema d. Ai slash neat continontinuing on this theme of the whole memory chip crunch Ming i Quo says the memory supply demand gap will widen throughout twenty twenty seven with an estimated fifteen percent to twenty percent of twenty twenty six consumer electronics capacity shifting to data centers in twenty twenty seven Next year, almost a fifth of all memory chips produced will go to data centers. According to Jeffrees, memory prices are expected to rise fortycent to fifty percent just in Q three of this year and thirtycent to forty percent in Q four. as Chinese memory makers are unlikely to be able to provide meaningful near term relief. And CNBC says, while Apple and Microsoft raising prices is getting all of the headlines, the real story might be the armageddon that smaller electronics players are facing, quote. Earlier this year, Monoechnologies assembled and shipped nearly one thousand units of its flagship product, a six hundred dollars router development kit Co founder Tamaz Jaman, who started Mono in twenty twenty four, found early traction with networking aficionados who use the product to speed their internet connections Then came the memory Crunch, which has driven up the cost to produce practically every electronic device on the planet. Now Zaman isn't sure what to do, especially for the one thousand three hundred prospective customers who put down a one hundred dollar one deposit for his next production run Mono's cost for eight gigabytes of a type of DRAM from Micron shut up from thirty five dollars when he was first developing the product to three hundred dollars today att his three person company, Zamman says he hasn't decided if he'll go ahead with a second batch and increase the price by at least one third or introduce a new model with seventy five percent less memory. Even a router of our class, it's a poor value if you make it at nine hundred do to one thousand dollars, man told CNBC in an interview. But we have to or we trim it down to the bare minimums Zaman's experience is becoming common across the consumer electronics market from iconic devices like iPads and Xbox consoles to niche products that are barely past the testing phase Costs are soaring due to a global supply crunch caused by the artificial intelligence boom which has led shipmakers like N Ividia to suck up ever increasing amounts of memory for their processors and advanced systems GoPro, the struggling maker of action cameras, warned this month that it might go out of business after memory costs shot up between eighty and one hundred fifteen percent at the end of the first quarter, and shares of speaker maker Sonos are down twenty three percent this year as memory prices pressure margins Nabila Popal, analyst at IDC described the current situation as an absolute existential crisis for companies such as smaller Android, phone manufacturers or local players that are making devices below hundred dollars They won't be able to get the memory because memory suppliers are only answering calls of the big players, Popaul said, and quote And fininally, today, I was talking about this with someone recently, in fact. Folks don't consume full content really anymore because you don't have to You can basically watch most or all of anything just by watching clips on social media. quoting CNBC. As the New York Kicks clinched their first championship in fifty three years and the NBA notched its highest finals series ratings since nineteen ninety eight, professional basketball. Inking another record The five game series between the Kicks and the San Antonio Spurs generated fifteen billion views and counting on social media the most ever for an NBA finals and nearly triple the previous record set in twenty twenty five, according to the NBA. Game five alone generated more than four billion views on social media platforms breaking the records set three days prior by Game four It's emblematic of an intensifying battleground in live sports as professional leagues seek to reach new and younger fans and media consumption shifts online TV and streaming platforms have been attracting some of the biggest audiences for live sports this year. The NBA Fals series claimed an average of twenty point six million viewers per game on Disney's ABC and ESPN networks And yet, social platforms like TikTok and Google's YouTube are claiming a disproportionate amount of viewing time for generations Z and alpha often at no cost. That's left the sports leagues and live rights holders weighing whether to go all in on social as a funnel for future audiences or to reinforce the wall Garden of subscription programming to offset rising broadcast fees. It's always a question of what the leagues are doing versus what the rights holders want to do, said Jonathan Miller, a former Fox and NBA executive who currently serves as Chief executive of Iegrated media, which specializes in digital media investments Reaching and cultivating the youth sport base is a major priority and focus of the leagues themselves, Miller said In today's fragmented landscape, it's no longer a luxury to have a young base. It is a necessity to ensure future health For years, YouTube has snagged the biggest share of streaming viewership, according to Nielsen's monthly report known as the gauge. Rather than watching live games in their entirety, consumers are increasingly watching sports clips, highlights, athlete made videos, and creator content on social platforms According to SNP Globalss twenty twenty five state of US. sports viewing report, sixty eight percent of sports viewers reported watching live games on TV or through streaming. thirirty eight percent reported watching highlights, interviews and other clips on social media, YouTube, and other platforms, and twelve percent said they interact with social media accounts or fan forums or professional players, teams, or leagues What we're seeing today is the evolution of consumption, said Adam Kelly, president of Global Sports Marketing Agency, IMG The Tkyo group owned firm packages and sells media rights and brand rights as well as providing consultancy on some of the biggest TV deals globally Live games that are aired exclusively on streaming consistently draw significantly younger audiences than those aired on linear TV, according to Nielsen, which began breaking down weekly sports viewership consumption. Industry executives told CNBC that as sports migrate more and more onto social platforms, the content is acting as a conduit to live games, not as a pure replacement. It's just a continued development of the accessibility of content. A lot more platforms in the marketplace catering to short form content said William Mao, senior Vice presresident of Media Rights consonsulting at Octagon, a global sports and entertainment agency. Mao said the rise of social content around live sports is an acknowledgement that companies need to target and engage those younger demographics, those future consumers, where they are, Mao said The appetite for clips is creating something of a land grab between leagues and media rightsholders, according to Mao. Both the broadcasters and the leagues have their own social media presences. If multiple accounts want to use the same footage, it could dilute the audience. Mao said as a result, media negotiations can go so far as to determine how long a highlight or clip can be used exclusively on one platform versus another The hope is that a healthy highlight reel on social feed spurs interest among younger fans in live matchups. Rolo Goldstab, the global head of sport at TikTok, said forty two percent of users watching sports content on that short form video platform will go on to tune in to a live game on TV or streaming, end quote So just a bit of a heads up programming note, Tmorrow night we are flying to Paris So starting on Wednesday, things might sound slightly different because I will not be in my studio. I will be coming to from an apartment on the Is S Louis Looking forward to that, talkal to you tomorrow You want to get your backyard summer ready, but you don't want to break the bank? Wayfare gets it, planning on dining alfresco or relaxing poolside Wayfair has everything you need to prep your space. 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