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you’re gonna need a bigger bot

Roku’s CEO thinks we’ll see a 100% AI-generated hit movie “within the next three years”

Perhaps it could wind up on Howdy, the $3-per-month ad-free streamer the platform’s pushing.

Tom Jones

In April 2023, a disturbing clip of actor Will Smith greedily shoveling mountains of spaghetti into his contorted mouth was doing the rounds on social media, with users disgusted by the “demonic” scene. The janky video was, as everyone could tell at the time, AI-generated.

In the less than three years since, many have fed the same Fresh Prince pasta scenario to various text-to-video generators and it’s become a bit of a benchmark within the AI world, with some scarily accurate renderings last year showing just how far many of the platforms have come.

So, what could the tech look like in another three years? In an interview at the Consumer Electronics Show last week, Anthony Wood, the founder and CEO of streaming tech and TV giant Roku, predicted that we’ll see the first “100% AI-generated hit movie” within that time frame.

Like so many business leaders in 2026, Wood is looking to AI to boost Roku’s fortunes, with the company’s stock still down 77% from its 2021 peak.

Roku net income chart
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From a voice-activated AI assistant on its TVs to integrating the tech to serve recommendations and personalized ads (those Roku City billboards might get a little more appealing), Roku is investing in AI-powered tools across its business, having finally reemerged into profitable territory for the first time since the pandemic as its “platform” business (which is mostly advertising) continues to grow.

Contented

Though Variety’s recent description of Roku as “the world’s largest streaming platform” might not tally with everyone’s definition of that particular accolade, there’s no denying that the company Wood launched in 2008 has become a behemoth in the TV tech and streaming software game. According to Roku’s most recent letter to shareholders, its streaming devices are now present in over 50% of broadband homes across the US, cementing it as the go-to aggregated hub for finding the platforms that you actually watch stuff on.

Perhaps AI’s promise to lower content production expenses could be a boon for Roku’s own streamer, however. Howdy — the $3-per-month streamer it acquired last year, designed to occupy the cheaper, ad-free part of the market where things “actually started,” per Wood — could certainly benefit from the lower-cost hit content Wood backs AI to bring.

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OpenAI reportedly delaying erotica feature to focus on “gains in intelligence”

OpenAI is delaying its planned “adult mode,” as it seeks to shore up ChatGPT’s core capabilities before the chatbot can generate erotic content.

A source within OpenAI told tech news site Sources that the company will miss its Q1 target for launching the feature:

“We’re pushing out the launch of adult mode so we can focus on work that is a higher priority for more users right now, including gains in intelligence, personality improvements, personalization, and making the experience more proactive.”

The company said it still believes in “treating adults like adults,” but said it wants to get the experience right. OpenAI has been testing user age estimation technology ahead of the planned release.

“We’re pushing out the launch of adult mode so we can focus on work that is a higher priority for more users right now, including gains in intelligence, personality improvements, personalization, and making the experience more proactive.”

The company said it still believes in “treating adults like adults,” but said it wants to get the experience right. OpenAI has been testing user age estimation technology ahead of the planned release.

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Anthropic will sue the Pentagon over supply chain risk designation, Amodei says

Anthropic CEO Dario Amodei said in a public post that the company will sue the Pentagon after receiving a letter from the Department of Defense officially designating Anthropic as “a supply chain risk to America’s national security.”

Amodei says that the effect of the unprecedented designation for an American company is more narrow than originally described, and that most of its customers would not be affected.

“With respect to our customers, it plainly applies only to the use of Claude by customers as a direct part of contracts with the Department of War, not all use of Claude by customers who have such contracts.”

Amodei says the company does not “believe this action is legally sound, and we see no choice but to challenge it in court.”

The CEO also apologized for statements he made in a leaked internal memo in which he claimed that the company was targeted because it didn’t show “dictator-style praise” for President Trump.

“With respect to our customers, it plainly applies only to the use of Claude by customers as a direct part of contracts with the Department of War, not all use of Claude by customers who have such contracts.”

Amodei says the company does not “believe this action is legally sound, and we see no choice but to challenge it in court.”

The CEO also apologized for statements he made in a leaked internal memo in which he claimed that the company was targeted because it didn’t show “dictator-style praise” for President Trump.

$40B💰

SoftBank is going to great lengths to double down on OpenAI — including taking on significant debt. After completing a $40 billion investment to become one of the ChatGPT maker’s largest backers, the Japanese conglomerate is now seeking a roughly $40 billion loan with a 12-month term, Bloomberg reports.

The financing would be SoftBank’s largest-ever dollar-denominated deal. The AI investment has helped lift profits, but it is also pressuring SoftBank’s credit profile.

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