Friday, July 10, 2026/Compiled from 6 shows at 9:13 AM ET/7 episodes reviewed · 84 quotes on file
COMCAST CAPITULATES — Admits 'Content Plus Pipes' Dream Is Dead, Splits Company in Two

The Lead · heard on 2 shows

COMCAST CAPITULATES — Admits 'Content Plus Pipes' Dream Is Dead, Splits Company in Two

The media giant is finally bowing to Wall Street and breaking into separate broadband and content arms, ending one of the biggest bets on the failed strategy of owning both the shows and the wires that carry them.

The tape Decoder with Nilay Patel · Jul 9
This big split feels like the company finally admitted that it never really had that answer and capitulated to Wall Street's demands.
Nilay Patel · Why did Comcast ever buy NBC?
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WSJ Tech News Briefing · TNB Tech Minute: Amazon Will Issue at Least $25 Billion in New BondsJul 7

AMAZON'S AI WAR CHEST — Tech Giant Taps Bond Market for Another $25 Billion

Just four months after a massive $37 billion bond sale, Amazon is raising billions more to fund its massive investments in the infrastructure powering the artificial intelligence boom.

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