Passwords plus: Disney is cracking down on account sharing

9/28/23 8:00PM

Keys to the Magic Kingdom

‍Bad news for everyone using a friend’s account to rewatch Frozen or keep up with the ever-expanding Star Wars universe: Disney+ is the latest streamer to start cracking down on password sharing.

In a strongly-worded email to Canadian subscribers, the company laid out vague plans to “implement restrictions” stopping users from sharing login details with anyone outside of their household after November 1st — a move Disney will likely roll out worldwide soon.

Sub**-standard**

‍Tenants currently living rent-free in the House of Mouse will have to cough up or pack up, with the cost of a premium monthly subscription set to jump 27% — from $10.99 to $13.99 — on October 12th for US customers. The policy and price changes come as Bob Iger looks to drag the streaming service out of the red: losses have risen to over $11 billion since the service launched in 2019.

While getting the streamer to profitability by 2024 was always the intention, some parts of the plan haven’t been shaking out exactly as execs had expected. Back in August 2022, when Disney still set subscriber forecasts, it set a goal of 215-245 million for 2024, which the company now reportedly expects to fall tens of millions short of.

Indeed, largely thanks to shedding subscribers in India after losing vital streaming rights to its national cricket league, Plus’s sub count has actually been trending in the wrong direction, finishing the third quarter with just 146.1 million — 18 million fewer than they had at the end of last year.

Claire Yubin Oh

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Waymo’s now serving more than 500,000 paid robotaxi rides every week

The Alphabet-owned company grew its ridership more than tenfold in less than two years.

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Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

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Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical ~10% mark.
Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

Exclusive | The SpaceX IPO Will Be Just as Unconventional as Musk Himself

Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical ~10% mark.
Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

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Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

The toughest AI benchmark just got a whole lot tougher

ARC-AGI-3 is the latest version of a clever benchmark that challenges AI models to solve mini video games with no written instructions.

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