Tech
In Other News: McDonald’s Bet On China, Spy Dolphins, And AI Layoffs Vs. Stocks
CNBC In Other News brings you stories that missed the spotlight.
AI-driven layoffs have become a defining theme across the tech industry over the past year, with some sources estimating more than 112,000 U.S. jobs being lost to AI since the start of 2025. While major companies like HP and Amazon have often framed these cuts as a way to boost efficiency and shift focus toward new technologies, investors themselves don’t appear convinced that these layoffs will improve companies’ bottom lines in the long run.
Software companies like Twilio and Datadog are starting to prove their case as winners in artificial intelligence. Investors say the performance from Datadog and Twilio underscores how companies that can deploy AI-native solutions while also articulating their path to monetization can ease disruption fears, for now. CNBC’s Seema Moody explains.
Since 1959, the U.S. Navy’s Marine Mammal Program has trained bottlenose dolphins and California sea lions to detect mines and other underwater threats. Reporter Sophie Caldwell spoke with Scott Savitz, senior engineer at global policy think tank Rand Corporation and an expert on mine countermeasures, to understand the history, challenges and possibilities of marine mammals in the military.
While many foreign consumer brands in China, including Starbucks, Nike, and LVMH, face slowing growth and tougher competition, McDonald’s is expanding aggressively. The company plans to open 1,000 new stores a year and reach 10,000 locations in China by 2028. About half of McDonald’s new stores last year opened in China. The company also recently bought back a stake from Carlyle Group after previously selling control of its China business to Carlyle and a Chinese state-owned firm. CNBC’s Eunice Yoon looks at why McDonald’s continues to bet big on China.
Chapters:
0:00 Why AI layoffs aren’t helping stocks
3:44 How Twilio and Datadog are winning back investor confidence
6:29 Pete Hegseth says Iran doesn’t have ‘kamikaze dolphins’
8:18 Why McDonald’s is supersizing in China
Reporters: Liz Napolitano, Seema Mody, Sophie Caldwell, Eunice Yoon
Produced by: Juhohn Lee, Meline Rosales
Edited by: Andrea Miller, Erin Black, Christian Nunley
Camera by: Tasia Jensen
Animation: Emily Park, Christina Locopo
Additional Production: Charlotte Morabito
Manager Video Distribution: Divya J. Verma
Senior Directors of Video: Jeniece Pettitt, Jessica Leibowitz, Lindsey Jacobson
Additional Footage: Getty Images
Additional Sources: Scott Savitz
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In Other News: McDonald’s Bet On China, Spy Dolphins, And AI Layoffs Vs. Stocks
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Peter Bauer, Mimecast CEO & founder, talks about security precautions employees and employers can take to help prevent cyber attacks inside organizations.
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How To Identify Cyber Impersonators: Mimecast CEO Peter Bauer | CNBC
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Venture capital is buying its way into the AI transformation that enterprise software hasn’t delivered. Instead of selling AI tools to companies, venture firms are buying legacy companies outright and rebuilding them around AI from the inside. The bet puts VCs on offense and leaves traditional private equity, which spent the last cycle buying enterprise software at peak prices, on defense.
The strategy is known in Silicon Valley as the AI rollup. Over the past six months it has crossed into public markets twice: General Catalyst and Trian’s $7.6 billion take-private of Janus Henderson (JHG) in December, and Long Lake Management’s $6.3 billion agreement in May to take American Express Global Business Travel (GBTG) private at a 65 percent premium. CNBC’s Deirdre Bosa has the story.
Chapters:
0:00 – 0:55 Introduction
0:56 – 4:31 The AI rollup
4:32 – 5:34 Where private equity got it wrong
5:35 – 7:20 A risky bet
Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Edited by: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Animation: Emily Park
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Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh
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AI Rollup: Silicon Valley’s New Buyout Playbook Is Hitting Wall Street
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For two years, companies bought AI one way: pick the most powerful model and run everything through it. That era is ending.
A new discipline called model routing is taking hold, sending hard tasks to expensive frontier models and easy ones to cheaper, faster alternatives. It can cut AI bills dramatically. But it also means OpenAI and Anthropic stop getting paid for every task, which complicates the IPO story both are built on.
Deirdre Bosa talks to Scott Wu, co-founder and CEO of Cognition (maker of the coding agent Devin), about his new engineering value guarantee, why Devin routes across models automatically, and what it actually takes to measure AI’s return. Then Cisco President and Chief Product Officer Jeetu Patel on the cost shock hitting the enterprise, why his own company blew through its AI budget, and whether the frontier labs can hold their pricing power.
Anchor and columnist: Deirdre Bosa
Produced by: Jasmine Wu
Editing by: Erin Black
Technical Associate: Sami Savona
Senior Director of Video: Jeniece Pettitt
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Why The Fix For AI’s Spending Problem Is Not Good For OpenAI And Anthropic
Why The Fix For AI’s Spending Problem Is Not Good For OpenAI And Anthropic
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Intel issued a safety recall for its Basis-brand fitness watch, warning that the device could cause blisters or burns.
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Intel Recalls Its Smartwatch | CNBC
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The rapid spread of AI across corporate America is creating a crisis for young adults with college degrees who are finding a slowdown in hiring for entry-level positions in AI-exposed industries.
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