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AI Receives a Major Blow, the Oscars Make Their Streaming Debut, and MORE!
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š Good morning and happy Valentineās Day! Love is in the airāand so are deal memosāas 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, weāll get you caught up with the fast-paced world of Hollywoodāno need to chase down a newsstand, weāve got everything you need right here.
š Hereās whatās on the reel today:
Writers and Studios vs. AI
Oscars Make Their Streaming Debut
Last Looks: š Bite-sized scoops on developing stories/projects
Video Village: The latest trailers
Release Radar: What to watch this weekend
Martini Shot šø
But first, itās Friday, so letās take a look at what people were watching this weekā¦ š
TOP STREAMED
š What U.S. audiences were watching this weekā¦
FILM š„ Netflix: Kinda Pregnant Max: We Live in Time Disney+: The Little Mermaid Prime Video: Youāre Cordially Invited Paramount+: Gladiator II Hulu: Winner Apple TV+: Wolfs Peacock: The Wild Robot | TV šŗ 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
š¤ Writers want studios to sue AI (and they might win)ā¦
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The same writers who were picketing studios in 2023 are now asking them to go to courtābut 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 āLeverage,ā āGrey's Anatomy,ā and āThe Killingā were in AI training databases
Writer John Rogers got suspicious when ChatGPT, unprompted, perfectly outlined a āLeverageā 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 scriptsāand 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.
The game-changer: A federal judge just dealt AI companies a major blow in their favorite defense. Tech giants have been claiming "fair use"āa 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 Anthropicāthe 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
šŗ The Oscars just killed linear TVās last standā¦
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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 zeroāevery single top-viewed event will be available on standalone streamers
Netflix has proved streamers are ready for live events, from the āNetflix 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 weaponāthe last thing keeping cord-cutters tethered to their cable boxes. Itās a thread thatās 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 streamsācutting 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.
āWe 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
Looking ahead: When the industry's ābiggest nightā ditches TV exclusivity, you know the game has changed for good. The Oscars couldn't wait until its ABC deal ends in 2028āthey 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 šļø
Margaret Qualley, Josh Brolin, and Guy Pearce join Jacob Elordi in āThe Dog Stars,ā Ridley Scottās upcoming post-apocalyptic drama. (more)
Diablo Cody is producing āForbidden Fruits,ā Meredith Allowayās feature directorial debut, based on Lily Houghtonās play. (more)
Kelly Rowland and Method Man will lead Amazon MGMās rom-com āRelationship Goals.ā (more)
Will Gluck will direct āOne Night Only,ā a unique sex comedy from Universal based on Travis Braunās 2024 Black List-topping script. (more)
Sosie Bacon will lead āBrett,ā an R-rated comedy-horror. (more)
Vertical has acquired āMy Motherās Wedding,ā starring Scarlett Johansson, Sienna Miller, and Emily Beecham. (more)
Jacob Elordiās āThe Narrow Road to the Deep Northā has been acquired by Sky, Max, and NBCUniversal ahead of its Berlinale premiere. (more)
TV Development šļø
Bill Nighy is in talks to lead āClifftops,ā a BBC drama from Hugo Blick. (more)
Taylor Lautner will star in and executive produce āTaylor 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 Foxās thriller āHigh Wireā for Apple TV+. (more)
Netflix is developing āThe Forgotten Realms,ā a live-action āDungeons & Dragonsā series from Shawn Levy, Drew Crevello, and Hasbro. (more)
Jeremy Strong will star in Netflixās āThe 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 HBOās upcoming āHarry Potterā series, set to debut in 2026 or 2027. (more)
Renewed & Canceled ā ā
āLord of the Rings: The Rings of Powerā is renewed for S3 at Prime Video. (more)
Business š¤
Other News šØ
Super Bowl LIX shattered records, generating $800M in ad sales for Fox and Tubi, with commercials costing $8M each. (more)
RELEASE RADAR
š
What to watch this weekend?
š„ THEATRICAL
Captain America: Brave New World: Anthony Mackie leads his first MCU film as Sam Wilson.
Paddington in Peru: Third installment in the āPaddingtonā franchise.
Armand: Norwegian thriller-drama starring Renate Reinsvet.
Becoming Led Zeppelin: Documentary about the legendary rock band.
šŗ 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.
š 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. šš
š® 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 $120Māgiving 2025 its first big box office weekend.
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VIDEO VILLAGE
šŗ Latest trailers
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Have a great weekend! Catch you bright and early on Monday!
-The Dailies Team
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