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Disney vs YouTube, Robot Dogs, and Nvidia

Disney vs YouTube, Robot Dogs, and Nvidia

November 2, 2025

If you’re still recovering from Friday’s sugar rush and haunted by that one house giving out raisins, you’re not alone.

Halloween may be over, but the real treat was the Dodgers pulling off one of the wildest World Series wins baseball’s ever seen. It's safe to say many people had their sleep schedule ruined after some of the finishes we saw.

Here at Mogul, we kept the streak alive with a record-breaking number of sellouts over this past week. It's hard to put into words how good it feels every time we see a sold out alert pop up.

Anyway, that's enough from me. Let's get into it.

- Alex Blackwood

QUICK HITS

Amazon's mass layoffs

Amazon's mass layoffs

✈️ NASA’s Quiet Supersonic Jet Takes Flight - X‑59 QueSST, NASA’s experimental supersonic demonstration jet built by Lockheed Martin, completed its maiden flight over the Mojave Desert, marking a milestone in the push for future land-based supersonic air travel. Unlike traditional aircraft that create disruptive sonic booms, the X-59 is designed to generate a much quieter “sonic thump” thanks to its elongated nose and top-mounted engine, a key advancement if the U.S. is to lift the ban on supersonic flight over land. Is the return of the Concorde a real possibility now?

📉 Amazon Cuts 14,000 Corporate Jobs as AI Push Intensifies - Amazon announced it will eliminate approximately 14,000 corporate positions (about 4% of its white-collar workforce) as part of a broader restructuring driven by accelerated investments in artificial intelligence. The cuts mark the company’s largest wave since its 2023 layoffs and come as Amazon ramps spending on AI infrastructure, cloud capabilities, and new generative-AI tools. It's scary to see how quickly the job layoffs continue to come as a result of AI implementation, with every week featuring a seemingly new batch.

🤖 China’s Military Turns to Robot Dogs & Drone Swarms with DeepSeek – China is reportedly using its DeepSeek AI model for military applications, including autonomous robot dogs and drone swarms. This technology, showcased by Norinco, allows for rapid decision-making, shifting China toward AI-driven warfare and reducing reliance on Western chips. Safe to say those who worried about having their data or conversations stolen by DeepSeek weren't expecting robot dogs and drone swarms.

A MESSY SITUATION

Disney networks go dark on YouTube

Disney networks go dark on YouTube

Just in time for the weekend, and right as sports fans settled in for big games, Disney yanked its roster of channels off YouTube TV after talks with Google flatlined. ABC, ESPN, FX, Disney Channel, and more vanished overnight, leaving over 10 million subscribers staring at empty program guides and missing out on everything from college football to cartoons. Disney says it had no choice; YouTube claims it's just protecting our wallets.

A blame game for the ages
Predictably, each side says the other started it. Google points to Disney’s “unreasonable” demands that might ratchet up monthly bills for viewers; Disney fires back that it’s Google flexing its market power, stifling competition while steering eyeballs to its own platforms. Fans, meanwhile, are unsurprisingly caught in the crossfire of this billion dollar drama.

Streaming’s subscription circus
If you thought cord-cutting was supposed to make your life easier, welcome to the golden age of death by subscription.

Viewers whose sports plans just exploded are being told to sign up for Hulu+ Live TV (ironically, owned by Disney) or try Fubo for a week free. Once upon a time, you could pay one company for cable and watch everything.

Now, it’s a monthly scavenger hunt across seventeen services and a spreadsheet just to figure out where your shows went.

Who’s really winning here?
For now, it’s a battle of titans, with regular viewers footing the bill and cursing under their breath about losing another channel they thought was part of the deal.

Negotiations are ongoing, but the blackout is just the latest reminder that in streaming’s new world, no content is ever truly safe (or yours) and the price of all your favorites keeps creeping up. Saying the modern day streaming situation is frustrating would be putting it mildly.

WE NEED TO PAY THE BILLS SOMEHOW

Less than $14k remains in The Freeman

Less than $14k remains in The Freeman

There's less than $14k left in our brand new property, The Freeman, launched just three days ago.

From the same seller behind our most recent record-breaker, The Freeman stands as the next chapter in mogul’s PadSplit footprint. With a fully furnished, turnkey setup and a robust multi-year track record, this asset continues our mission of delivering affordable, quality housing in a market where demand always outpaces supply. It’s the perfect blend: strong returns for investors, meaningful impact for the local community.

Current underwriting pegs Year 1 cash yield at an attractive 9.3%, with $56,900 in post-PadSplit fee income. This is a number we’ve set conservatively, as actual trailing numbers have consistently beaten our projections. In short: the upside with this PadSplit is significant.

INVEST NOW

OTHER STUFF THAT CAME UP THIS WEEK
  • Nvidia has officially become the first company in history to hit a $5 trillion market valuation, surpassing the GDP of entire nations like Japan and the UK. The milestone came as the chipmaker announced a sweeping AI partnership with South Korea’s government and tech giants Samsung, LG, and Hyundai. As part of this agreement, Nvidia will supply over 260,000 advanced AI chips to power smart factories, autonomous vehicles, and sovereign AI infrastructure. Nvidia's global dominance, it seems, shows no signs of wavering.
  • OpenAI is gearing up for an initial public offering that could value the company at up to $1 trillion, potentially making it one of the largest IPOs ever. Discussions suggest a potential filing in the second half of 2026, or early 2027, with plans to raise at least $60 billion in the early stage. Having recently reorganized its structure and reduced reliance on Microsoft, OpenAI is under pressure to raise vast sums to fund its ambitious infrastructure expansion, even though it has yet to turn a profit.
  • In a decisive and rare move, Prince Andrew has been stripped of all his royal titles by his brother King Charles III, including his designation as “Prince” and “His Royal Highness,” and will now be known as Andrew Mountbatten-Windsor. Following the announcement, Andrew must vacate his longtime residence at Royal Lodge near Windsor Castle, as formal notice has been served to surrender the lease.
BOOK RECOMMENDATION

Welcome to the Hyunam-Dong Bookshop by Hwang Bo-Reum

Welcome to the Hyunam-Dong Bookshop by Hwang Bo-Reum

This book is the perfect escape for anyone seeking a relaxing, gentle read. It centers around a cozy bookshop and the everyday lives of its characters, offering a soothing break from the rush of the outside world. I quickly found myself immersed in the comforting atmosphere and slow rhythm of the shop, forgetting at times I was reading a book.

Bo-Reum reminds us that real happiness isn’t just about career success or status, but is found in connection, community, and the simple pleasure of being surrounded by good people. The story highlights how personal fulfillment can come from quiet moments and the meaningful relationships we're able to form.

Ultimately, this is a heartwarming retreat from daily stress. It encourages us to slow down and truly appreciate the small things in life. It's a truly comforting read for anyone in need of a little tranquility and escape.

⭐ 4.78 / 5.0 in my book (no pun intended)

QUOTES I CAN'T GET OUT OF MY HEAD

Guess where from, answers below

Guess where from, answers below
  1. "Mama always said life was like a box of chocolates. You never know what you're gonna get."
  2. "You talking to me?"
  3. "As a child, I yearned for the mines."
FUN FACT OF THE WEEK

Flamingos aren’t born pink

Flamingos actually hatch with gray feathers, and it’s their diet of shrimp and algae packed with beta-carotene that gradually turns them pink over time. In other words, their famous color comes from what’s on the menu, not their genes.

QUOTES I CAN'T GET OUT OF MY HEAD

Run, Forrest, run

  1. Forrest Gump (Forrest)
  2. Taxi Driver (Travis)
  3. A Minecraft Movie (Steve)

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