The most obvious trend is continued growth in AI search usage. As more people discover tools like ChatGPT, Claude, and Perplexity, and as these tools improve their interfaces and expand capabilities, the percentage of information-seeking behavior flowing through AI models will increase. This doesn't necessarily mean traditional search engines will disappear, but it does mean the traffic pie is being redivided, with AI search claiming an expanding slice.
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Such a public battle could have left everyone involved bruised. But investors seem to have decided that no one lost, rewarding all three companies. Least surprising was the 12% leap in Netflix’s stock price on news of the deal. Wall Street had thought all along that WBD was an overpriced acquisition. (Netflix would have paid $83 billion to WBD.) Investors were glad to see the streamer put aside its ambition of owning the traditional Hollywood studio. As for WBD itself, investors clearly felt Paramount was paying a decent price for the entire company. On news of the deal, WBD stock barely budged; it was almost exactly where it had been in December when the whole fray began.
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