> ## Content Index
> Fetch the complete content index at: https://adjacent.media/llms.txt
> Use this file to discover other available public pages before exploring further.

# Evening Scan
- URL: https://adjacent.media/scan/2026-05-14-pm/
- Published: 2026-05-14T23:07:23.000Z
- Updated: 2026-05-14T23:07:23.000Z
- Description: Netflix’s ad tier crossed 250M monthly active viewers today as scheduled. Cerebras priced its IPO above range at $56.4B. Microsoft faced complications in both directions.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Netflix's ad tier crossed 250M monthly active viewers today as scheduled. Cerebras priced its IPO above range at $56.4B. Microsoft faced complications in both directions.

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#### [Microsoft Starts Canceling Claude Code Licenses](https://www.theverge.com/tech/865689/microsoft-claude-code-anthropic-partnership-notepad?ueid=059aa4f980227e6c2f519fcbff04acdf&bxid=60ca3cd61abeb364a779d452&ref=adjacent.media)

Microsoft pushed thousands of engineers toward Anthropic's coding tool earlier this year. Now it's pulling those licenses back, consistent with reports that the company is seeking its own LLM acquisition. *(The Verge)*

#### [Netflix Ad Tier Hits 250M Monthly Active Viewers](https://www.theverge.com/streaming/929627/netflix-ads-plan-upfront-2026?ref=adjacent.media)

Netflix is expanding to 15 new countries and testing ad personalization. From that position, it can make upfront pitches most legacy TV networks cannot match. *(The Verge)*

#### [Mythos Preview Is First AI Model to Complete Both AISI Cyber Ranges](https://www.aisi.gov.uk/blog/how-fast-is-autonomous-ai-cyber-capability-advancing?ref=adjacent.media)

GPT-5.5 cleared only one red-team benchmark. The gap between frontier models on offensive cyber capability is widening faster than governance frameworks are adapting to it. *(AI Security Institute)*

> 250M\*\* monthly active viewers on Netflix's ad tier — up from 94M a year ago. The ad business is no longer peripheral. \*(The Verge)