Korea's FTC intensive investigation unit begins first on-site inspections at Daesang, Ottogi and CJ CheilJedang
Korea's Fair Trade Commission sent investigators to Daesang, Ottogi and CJ CheilJedang on Oct. 14 over possible price collusion in six food categories. The conduct under review goes back to 2018, and the unit doing the reviewing is temporary, with a mandate that ends in 2028.
Reality
- Evidence40
- Adoption
- Not scored
- Hype gap+15
- Incentives55
- Confidence55
buildOne report1 publisher Paramount's $111 billion Warner Bros. Discovery takeover closes under the Skydance name
Paramount closed its $111 billion purchase of all Warner Bros. Discovery assets on October 6 and renamed the merged company Skydance. Netflix bid only for the studios and streaming, so CNN now shares an owner with HBO Max and CBS.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+10
- Incentives60
- Confidence60
David Ellison's Skydance closed its $110 billion takeover of Warner Bros. Discovery carrying roughly $80 billion of debt. The terms that cleared the deal leave staff and the overlap between HBO Max and Paramount+ as the likeliest sources of savings.
Perspective Coverage
12 publishers
- Builder
- Builder 8%
- Operator
- Operator 51%
- Investor
- Investor 41%
Reality
- Evidence74
- Adoption
- Not scored
- Hype gap+30
- Incentives58
- Confidence68
Korea's Fair Trade Commission accuses SK Energy and HD Hyundai Oilbank of four years of fuel price sharing, with fines of up to about 4.6 trillion won. The bill turns on how the commission prices that sharing, the conduct behind most of the 44.1 trillion won in related sales.
Perspective Coverage
3 publishers
- Builder
- Builder 10%
- Operator
- Operator 48%
- Investor
- Investor 42%
Reality
- Evidence68
- Adoption
- Not scored
- Hype gap+25
- Incentives60
- Confidence66
Skydance's David Ellison plans to merge Paramount+ and HBO Max, a pairing he puts at over 200 million subscribers, now that the Warner Bros. deal has closed. The company says it carries roughly $80 billion of debt, so that scale has to turn into cash.
Perspective Coverage
3 publishers
- Builder
- Builder 7%
- Operator
- Operator 43%
- Investor
- Investor 50%
Reality
- Evidence50
- Adoption
- Not scored
- Hype gap+30
- Incentives70
- Confidence55
Skydance's Warner Bros takeover leaves Hollywood talent with four major studios to pitch
Skydance now owns Warner Bros and Paramount, cutting Hollywood's major studios from five to four and putting HBO, CBS and CNN under one owner. Writers and directors feel the lost buyer first, while cable distributors and streaming subscribers meet the combined company later.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+5
- Incentives
- Not scored
- Confidence55
A DOJ inquiry into Andreessen Horowitz board seats at Databricks and Fivetran has run for nearly a year, and an unconditional merger clearance did not end it.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+10
- Incentives50
- Confidence55
Twelve states settle the $111bn Paramount case for a CNN board and 30 releases a year
The twelve attorneys general leave with two promises they will have to police themselves, and Free Press says parts of the deal ask less of Paramount than the two companies already do separately.
Reality
- Evidence33
- Adoption
- Not scored
- Hype gap+28
- Incentives76
- Confidence41
Korean courts suspend 552.8 billion won of sugar and flour cartel fines pending trial
Samyang, Sajo Dongaone, Daehan Flour Mills and TS Corporation have had payment and price-rollback orders put on hold, and the trials that decide whether the money is owed will turn on which sales the FTC counted.
Reality
- Evidence45
- Adoption30
- Hype gap+10
- Incentives65
- Confidence55
Kanter opens the AI exemption debate by questioning whether asking for rules forms a cartel
On Decoder, former DOJ antitrust chief Jonathan Kanter takes up the frontier labs' request for permission to coordinate on safety. His first point is that OpenAI, Anthropic, Google DeepMind and Elon Musk do not much like each other.
Reality
- Evidence38
- Adoption
- Not scored
- Hype gap+32
- Incentives62
- Confidence45
Margins rose 38% where two German gas stations both bought pricing software
Economists tracking German fuel margins after 2017 found the increase showed up only where two rivals in the same market had automated their pricing. The FTC says Amazon's Nessie tool reached a similar result by design.
Reality
- Evidence62
- Adoption66
- Hype gap+15
- Incentives55
- Confidence55
FTC pins $1 billion of excess profit on six years of Amazon's Nessie pricing algorithm
Amazon's Project Nessie raised prices where rivals' repricing software was likely to follow, and the FTC puts the take at more than $1 billion over six years. The core federal claims go to trial in October 2026.
Reality
- Evidence34
- Adoption52
- Hype gap+18
- Incentives74
- Confidence42
DOJ weighs Nvidia's $17bn Groq licence against a $119.5m notification threshold
The remedy people familiar with the probe describe is a penalty rather than an unwind, and nobody has put a figure on it, which leaves the cost of routing a $17bn deal around merger review still blank.
Reality
- Evidence45
- Adoption68
- Hype gap+22
- Incentives62
- Confidence52
DOJ probes whether Nvidia's $20 billion Groq licence was structured to skip antitrust review
The New York Times says the Justice Department has sent a formal demand for information about the $20 billion Groq agreement, which puts a structuring assumption much of the industry uses into investigators' hands.
Reality
- Evidence32
- Adoption
- Not scored
- Hype gap+18
- Incentives62
- Confidence38
DOJ retires the 1987 letter that underwrote ISS's antitrust comfort
The Antitrust Division says the withdrawal is neither an enforcement action nor a finding of violation, and under its own rules the letter only ever covered ISS, which is why the brief DOJ filed in May 2025 carries more weight.
Reality
- Evidence62
- Adoption60
- Hype gap+12
- Incentives58
- Confidence57
FTC's early look at Epic turns hospital IT's deepest dependency into a planning problem
STAT reports investigators are asking about Epic's employee non-competes and its control of hospital data access. No charges are near, but procurement assumptions should move now.
Reality
- Evidence46
- Adoption90
- Hype gap+15
- Incentives70
- Confidence52
A DOJ probe of a16z board seats asks whether venture portfolios are interlocking directorates
Two partners, two portfolio companies that grew into rivals, and an antitrust statute almost never pointed at VCs. The cost of that theory falls on any firm making several bets in one category.
Reality
- Evidence38
- Adoption
- Not scored
- Hype gap+12
- Incentives58
- Confidence42
A nearly year-old interlocking-directorate inquiry names Databricks and Fivetran. The usual remedy is a resignation, which makes a board seat a term of investment worth repricing.
Reality
- Evidence52
- Adoption34
- Hype gap+18
- Incentives66
- Confidence56