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Games & Commerce

Korea platform membership rivalry heats up: Naver points vs Coupang delivery vs Kakao connections

Kakao has launched a 4,900-won monthly integrated membership and started first-come, first-served sign-ups for a small group of users, intensifying paid membership competition among Korean platforms. Naver Plus Membership also charges 4,900 won and has expanded benefits from shopping points to content and delivery. Coupang’s Wow Membership costs 7,890 won and focuses on shipping and food delivery. Kakao is tying KakaoTalk users to shopping, payments, content, finance and insurance services.

Telecommunications & Media

Paramount nears WBD acquisition, next task is becoming a platform

As Paramount and Warner Bros Discovery near the end of their merger process, attention is on how Paramount Skydance CEO David Ellison will shape a streaming strategy to compete with Netflix and YouTube. Analyst Rich Greenfield said one reason for acquiring WBD was to rapidly expand streaming scale. Key decisions remain, including whether to combine Paramount+ and HBO Max, keep the HBO brand and set pricing tiers. Greenfield urged a shift toward a broader, open platform model.

AI & Enterprise

Consumer AI faces profit test amid slow paid conversion and high operating costs

Meta and OpenAI are accelerating efforts to target the consumer AI market with personal AI assistants, but questions over profitability persist, according to a report. TechCrunch said high operating costs relative to demand are a core problem for consumer AI. Surveys show only a small share of consumers pay for AI services and spending has not risen clearly, even as models improve. High costs could make profits difficult even with hundreds of millions of paying users.