Evening Scan

Netflix missed estimates and immediately announced it would stop sharing engagement data—a company that just beat the password-sharing curve is now withholding transparency. The day's other major story centered on who's building what, and for whom.

Netflix Misses Revenue Estimates, Will Stop Sharing Engagement Data in 2027

Came in at $12.56B vs. $12.59B expected—a rounding error, technically, but deciding to go dark on viewership metrics right after carries real narrative weight. (CNBC)

Meta Poaching AWS's Top Compute Executive (paywall)

Dave Brown, SVP of AWS Compute, AI, and Platform, is heading to Meta to work on data center infrastructure—the kind of hire you make when you're serious about not depending on anyone else's cloud. (WSJ)

Z.ai on Track to Hit $1B ARR — First for a Chinese AI Firm (paywall)

Hit its full-year sales target in July, five months early, at a moment when the US-China AI race is supposed to be lopsided. (Bloomberg)

Coca-Cola's Fairlife Dairy Still Dark After Ransomware Attack

All US production remains suspended—a reminder that ransomware's most disruptive targets aren't always the ones with servers in the name. (TechCrunch)

300 titles** used generative AI on Netflix this year—mostly in post-production—which reads as either "just the boring stuff" or a very quiet before. *(The Verge)