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AI Receives a Major Blow, the Oscars Make Their Streaming Debut, and MORE!

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šŸ‘‹ Good morning and happy Valentineā€™s Day! Love is in the airā€”and so are deal memosā€”as the 75th Berlinale launched yesterday, running through Feb. 23. While the festival's rolling out the red carpet at Potsdamer Platz, buyers and sellers are already wheeling and dealing at the European Film Market, which runs parallel through Feb. 21 at the Martin-Gropius-Bau.

Welcome aboard the Dailies. As you sip your morning brew, weā€™ll get you caught up with the fast-paced world of Hollywoodā€”no need to chase down a newsstand, weā€™ve got everything you need right here.

šŸŽž Hereā€™s whatā€™s on the reel today:
  • Writers and Studios vs. AI

  • Oscars Make Their Streaming Debut

  • Last Looks: šŸ‘€ Bite-sized scoops on developing stories/projects

  • Video Village: The latest trailers

  • Release Radar: What to watch this weekend

  • Martini Shot šŸø

But first, itā€™s Friday, so letā€™s take a look at what people were watching this weekā€¦ šŸ‘€

TOP STREAMED
šŸ“Š What U.S. audiences were watching this weekā€¦

FILM šŸŽ„

Netflix: Kinda Pregnant

Max: We Live in Time

Disney+: The Little Mermaid

Prime Video: Youā€™re Cordially Invited

Paramount+: Gladiator II

Hulu: Winner

Apple TV+: Wolfs

Peacock: The Wild Robot

TV šŸ“ŗ

Netflix: Sweet Magnolias

Max: The Pitt

Disney+: Your Friendly Neighborhood Spider-Man

Prime Video: INVINCIBLE

Paramount+: NCIS

Hulu: Paradise

Apple TV+: Severance

Peacock: Law & Order: SVU

CLOSEUP
šŸ¤ Writers want studios to sue AI (and they might win)ā€¦

The same writers who were picketing studios in 2023 are now asking them to go to courtā€”but this time as allies against AI companies. These writers have gone from fighting studios over AI guardrails to urging studios to be their champions against a bigger threat: AI companies using their work without permission.

Some developments:

  • AI companies like Meta and Anthropic allegedly trained their models on thousands of TV scripts without asking

  • The WGA discovered shows like ā€˜Leverage,ā€™ ā€˜Grey's Anatomy,ā€™ and ā€˜The Killingā€™ were in AI training databases

  • Writer John Rogers got suspicious when ChatGPT, unprompted, perfectly outlined a ā€˜Leverageā€™ episode using his characters

  • In December, the WGA fired off letters to Netflix, Disney, Warner Bros. and other studios demanding they take legal action

Why would studios join in the fight? Only studios can sue since they own the copyrights to these scriptsā€”and they have billions of dollars worth of reasons to do so. These scripts are valuable IP that studios could either protect from AI companies or potentially license to them for training.

(Source: @writersguildwest on Instagram)

The game-changer: A federal judge just dealt AI companies a major blow in their favorite defense. Tech giants have been claiming "fair use"ā€”a copyright law exception that lets people use copyrighted work without permission for things like criticism, teaching, or research. But a federal judge just rejected that defense in the industry's first major AI copyright case. For Hollywood, this is huge: AI companies can't just grab scripts and hide behind "fair use" anymore, potentially opening the door to massive damages.

But here's where it gets messy: While studios face pressure to sue AI companies, they're playing both sides of the fence. They're cutting AI deals (like Lionsgate partnering with Runway), having secret talks with OpenAI about their new Sora video tool, and even investing billions in AI companies. Amazon has backed Anthropicā€”the same company that may have trained on their scripts.

Looking ahead: This unlikely alliance could be the next big Hollywood shake-up. The WGA contract expires in 2026, and with this new legal precedent, studios face a choice: protect their valuable IP by suing AI companies and potentially securing lucrative licensing deals, or risk making this the centerpiece of another strike. Either way, it's clear AI is forcing traditional industry rivals to rethink old battle lines.

CLOSEUP
šŸ“ŗ The Oscars just killed linear TVā€™s last standā€¦

The Academy Awards, one of the final remaining holdouts of traditional TV, is making history this March. For the first time ever, Hollywood's biggest night will stream live on Hulu alongside its ABC broadcast. While that might sound like just another streaming deal, it's actually the final nail in linear TV's exclusivity coffin. The numbers tell the story:

  • In 2024, 14 of Nielsen's top 50 broadcasts were exclusive to traditional pay TV (mostly sports on Fox and ESPN)

  • By 2026, that number will drop to zeroā€”every single top-viewed event will be available on standalone streamers

  • Netflix has proved streamers are ready for live events, from the ā€˜Netflix Slamā€™ tennis exhibition with Nadal to the Jake Paul-Mike Tyson fight

  • Tubi just scored 13.6M Super Bowl viewers on its stream alone (that's 10% of total viewers!)

Why it matters: Live events were supposed to be linear TV's secret weaponā€”the last thing keeping cord-cutters tethered to their cable boxes. Itā€™s a thread thatā€™s been unraveling for years, but 2025 marks the moment it might finally snap. Even ESPN and Fox, long-time streaming holdouts, are going all-in on direct-to-consumer options.

While networks aren't exactly dumping their traditional TV channels, they are completely changing how they use them. As Bob Iger told analysts last week, Disney's turned these declining channels into reliable revenue streamsā€”cutting programming costs while still collecting cable fees to help fund their streaming future. It's less about saving linear TV and more about milking it during the transition.

ā€œWe actually are at a point where the linear networks in our company are not a burden at all, they're actually an asset. We are programming them and funding them at levels that actually give us the ability to enhance our overall television business, that obviously includes and leans into streaming, which, let's face it, is really the future of the television business.ā€

Bob Iger, CEO of Disney

Looking ahead: When the industry's ā€œbiggest nightā€ ditches TV exclusivity, you know the game has changed for good. The Oscars couldn't wait until its ABC deal ends in 2028ā€”they needed streaming now to stay culturally relevant. As viewers continue cutting the cord, expect more "traditional" TV tentpoles to make similar moves.

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LAST LOOKS
Film Development šŸ—’ļø

  • Margaret Qualley, Josh Brolin, and Guy Pearce join Jacob Elordi in ā€˜The Dog Stars,ā€™ Ridley Scottā€™s upcoming post-apocalyptic drama. (more)

  • Diablo Cody is producing ā€˜Forbidden Fruits,ā€™ Meredith Allowayā€™s feature directorial debut, based on Lily Houghtonā€™s play. (more)

  • Kelly Rowland and Method Man will lead Amazon MGMā€™s rom-com ā€˜Relationship Goals.ā€™ (more)

  • Will Gluck will direct ā€˜One Night Only,ā€™ a unique sex comedy from Universal based on Travis Braunā€™s 2024 Black List-topping script. (more)

  • Sosie Bacon will lead ā€˜Brett,ā€™ an R-rated comedy-horror. (more)

  • Vertical has acquired ā€˜My Motherā€™s Wedding,ā€™ starring Scarlett Johansson, Sienna Miller, and Emily Beecham. (more)

  • Jacob Elordiā€™s ā€˜The Narrow Road to the Deep Northā€™ has been acquired by Sky, Max, and NBCUniversal ahead of its Berlinale premiere. (more)

TV Development šŸ—’ļø

  • Bill Nighy is in talks to lead ā€˜Clifftops,ā€™ a BBC drama from Hugo Blick. (more)

  • Taylor Lautner will star in and executive produce ā€˜Taylor Lautner: Werewolf Hunter,ā€™ a self-aware action-comedy series at Amazon MGM Studios. (more)

  • Scott Free is developing a TV series adaptation of Candice Foxā€™s thriller ā€˜High Wireā€™ for Apple TV+. (more)

  • Netflix is developing ā€˜The Forgotten Realms,ā€™ a live-action ā€˜Dungeons & Dragonsā€™ series from Shawn Levy, Drew Crevello, and Hasbro. (more)

  • Jeremy Strong will star in Netflixā€™s ā€˜The Boys From Brazil,ā€™ a Peter Morgan-led TV adaptation of the 1978 Nazi conspiracy thriller. (more)

  • John Lithgow is in final talks to play Dumbledore in HBOā€™s upcoming ā€˜Harry Potterā€™ series, set to debut in 2026 or 2027. (more)

Renewed & Canceled āœ… āŒ

  • ā€˜Lord of the Rings: The Rings of Powerā€™ is renewed for S3 at Prime Video. (more)

Business šŸ¤

  • Hutch Parker Entertainment has signed a producing deal with Sony Pictures. (more)

  • Former WBD exec Andrew Cripps is in talks to lead Amazon MGMā€™s new international distribution division, set to launch in 2026. (more)

Other News šŸšØ

  • Super Bowl LIX shattered records, generating $800M in ad sales for Fox and Tubi, with commercials costing $8M each. (more)

RELEASE RADAR
šŸ“… What to watch this weekend?

šŸŽ„ THEATRICAL

  • Captain America: Brave New World: Anthony Mackie leads his first MCU film as Sam Wilson.

  • Paddington in Peru: Third installment in the ā€˜Paddingtonā€™ franchise.

  • Armand: Norwegian thriller-drama starring Renate Reinsvet.

  • Becoming Led Zeppelin: Documentary about the legendary rock band.

šŸ“ŗ STREAMING

  • The Gorge: (Apple TV+) Sci-fi horror starring Miles Teller and Anya Taylor-Joy.

  • Yellowjackets: (Paramount+ with Showtime) Hit survival thriller returns for S3.

  • The White Lotus: (HBO) Dark social satire moves to Thailand for S3.

šŸ† AWARDS SEASON

  • 78th BAFTA Awards: David Tennant hosts Britain's biggest film awards live from London's Royal Festival Hall. Streams Sunday at 2pm ET/11am PT. Download your printable ballot here. šŸ‘ˆšŸ‘€

šŸ”® BOX OFFICE PREVIEW

'Captain America: Brave New World' aims to dominate the Valentine's/Presidents Day frame with $80-90M ($95M four-day), while adding $110M internationally. 'Paddington in Peru,' already sitting pretty with $104M overseas, targets $15-17M for the holiday weekend. Combined, they should push the overall marketplace past $120Mā€”giving 2025 its first big box office weekend.

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VIDEO VILLAGE
šŸ“ŗ Latest trailers

MARTINI SHOT
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Have a great weekend! Catch you bright and early on Monday!

-The Dailies Team

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