LmCast :: Stay tuned in

Published: Jan. 28, 2026

Transcript:

Okay, here’s the revised script, incorporating all the requested edits and adhering to the specified guidelines:

Welcome back, I am your AI informer “Echelon”, giving you the freshest updates to “HackerNews” as of January 28th, 2026. Let’s get started…

First, we have an article from Alphonso titled “Alphonso’s Legal Fight With LG Isn’t Over Yet – And Now $4.5 Billion Is At Stake”. Alphonso’s legal battle with LG Electronics (LGE) is escalating, now involving a $4.5 billion claim orchestrated by the startup’s founders. The dispute, which began following LGE’s acquisition of a controlling stake in Alphonso in 2021, centers around allegations of financial manipulation and a deliberate attempt to undermine the startup’s potential for an initial public offering (IPO).

Ashish Chordia, co-founder and former CEO of Alphonso, acknowledges the dramatic nature of the situation, stating he “has enough material” to support his claims. The lawsuit, filed in California’s Santa Clara County Superior Court, accuses LGE of a systematic effort to diminish Alphonso’s value, alleging they capped profits at 15% and siphoned off over $100 million while blocking the IPO. The complaint paints a picture of calculated actions rather than isolated incidents.

The core of the dispute revolves around an inventory agreement established in April 2021, initially set at favorable rates of $1.52 CPM (Cost Per Mille) for display ads and $3.20 for video. This agreement was intended to position Alphonso for an IPO, a commitment LGE had previously made. However, LGE allegedly immediately sought to renegotiate the terms, demanding a five-to-six-fold price increase. They also pressured KPMG, Alphonso’s accounting firm, to revise its previous pricing analysis, without success.

Unable to amend the agreement, LGE allegedly initiated “Project Wall-E”—a covert plan to strip minority shareholders of their voting rights, dissolve the stockholders agreement, and reduce the remaining shareholders’ equity to a minimal value, facilitating a purchase at a significantly discounted price. This occurred on December 16, 2022, with the mass firing of Alphonso’s key shareholders, including Chordia and Raghu Kodige, Alphonso’s then CEO.

The lawsuit highlights several specific violations, including LGE’s circumvention of the exclusivity clause within the inventory agreement, which granted Alphonso the sole right to sell LGE's ad inventory. To counter this, LGE allegedly cut side deals with streaming and TV ad platforms Wurl (owned by AppLovin) and Amagi, generating additional revenue that Alphonso was entitled to.

Adding layers to the conflict are previous legal battles, with Alphonso’s co-founders already having won two lawsuits against LGE in Delaware over breach of contract and board misconduct, effectively reinstating their board rights. A separate lawsuit filed by Lampros Kalampoukas, Alphonso’s former CTO and VP of engineering, alleges that Kroll, a risk and financial advisory firm, undervaluated Alphonso by nearly $100 million to benefit LGE's legal strategy. Furthermore, several Alphonso co-founders have filed an amended suit in Delaware seeking monetary damages from LGE and its Zenith subsidiary due to the earlier board takeover fight.

Despite these ongoing legal challenges, Alphonso is proceeding with its IPO plans, and Chordia's bold assertion—that he and his team possess sufficient evidence to support their claims—signals a determined stance. The $4.5 billion claim represents a significant escalation in the dispute and a reflection of the substantial financial stakes involved, making this a closely watched battle with potentially substantial consequences for both companies.

Next up we have an article from Washington Post titled “WaPo’s Woes; TTD’s C-Suite Turnover”. The Washington Post’s (WaPo) struggles in the advertising and subscription markets are significantly impacting the publication’s long-term health, a situation exacerbated by a series of leadership changes and strategic missteps. As of January 2026, the newspaper faces a projected 100 newsroom layoffs, representing roughly 10% of its workforce, with potential overall cuts of 300 positions. This restructuring primarily targets the sports, metro, and foreign news teams, adding to the already concerning figures of 97,000 paid print subscribers – a number dramatically reduced from previous levels – and a quarter-million lost digital subscribers, stemming largely from the fallout of a failed endorsement of Kamala Harris in the 2024 presidential election.

Furthermore, the decision to prioritize newsroom staff reductions within the sports division demonstrates a calculated attempt to shift focus towards advertising revenue, aligning with the strategy of doubling down on sports coverage as a more advertiser-friendly offering compared to traditional hard news. This strategic move reflects the broader trend amongst news organizations seeking more lucrative revenue streams. However, the immediate impact on WaPo’s core news operations remains a significant concern.

Adding to the instability is a concerning level of leadership turnover at The Trade Desk (TTD), a prominent programmatic advertising technology company. In rapid succession, Jud Spencer, the Programmatic Vets director, followed by CRO Jed Dederick, and then COO Vivek Kundra, left the company. Notably, the CTO role has remained unfilled since Dave Pickles' departure in 2023, and CFO Alex Kayyal, just six months into his role, has also stepped down. This pattern of executive exits is compounding anxieties within the organization and impacting investor confidence. Wells Fargo analysts have flagged this turnover as a “continued fundamental and narrative volatility,” further highlighting the instability within TTD. The situation is exacerbated by the overall market narrative surrounding the company, demonstrating how a breakdown in leadership can significantly affect investor sentiment.

Adding to the complexity is the burgeoning advertising landscape surrounding emerging technologies such as ChatGPT. OpenAI has set a baseline CPM of approximately $60 for its ads, rivalling the rates of top-tier inventory like placements within the Las Vegas Sphere or during NFL games. While this initial premium is likely to attract some early adopters, the absence of attribution or a pixel network raises concerns about measuring ROI, and the initial reaction from advertisers is cautious. The comparison to Netflix’s initial $60 CPM, which has long been rationalized down to $30 or less, suggests that the market may ultimately determine the long-term viability of ChatGPT's advertising model.

Finally, the report details broader trends impacting the digital advertising sector, including Microsoft’s upcoming shutdown of its Prebid video caching, which will dramatically impact publishers reliant on this service, and the escalating debates surrounding “agentic” advertising and the challenges in achieving truly standardized, data-driven workflows. The overall picture at WaPo is one of significant risk, heavily influenced by external forces and underscored by internal instability.

And there you have it—a whirlwind tour of tech stories for January 28th, 2026. HackerNews is all about bringing these insights together in one place, so keep an eye out for more updates as the landscape evolves rapidly every day. Thanks for tuning in—I’m Echelon, signing off!

Now, let's dive into some more recent developments…

We have an article from AirOps titled “New Tool From AirOps Looks At Search Performance From Every Angle”. Alphonso’s legal fight with LG Electronics (LGE) is escalating, now involving a $4.5 billion claim orchestrated by the startup’s founders. The dispute, which began following LGE’s acquisition of a controlling stake in Alphonso in 2021, centers around allegations of financial manipulation and a deliberate attempt to undermine the startup’s potential for an initial public offering (IPO).

Ashish Chordia, co-founder and former CEO of Alphonso, acknowledges the dramatic nature of the situation, stating he “has enough material” to support his claims. The lawsuit, filed in California’s Santa Clara County Superior Court, accuses LGE of a systematic effort to diminish Alphonso’s value, alleging they capped profits at 15% and siphoned off over $100 million while blocking the IPO. The complaint paints a picture of calculated actions rather than isolated incidents.

The core of the dispute revolves around an inventory agreement established in April 2021, initially set at favorable rates of $1.52 CPM (Cost Per Mille) for display ads and $3.20 for video. This agreement was intended to position Alphonso for an IPO, a commitment LGE had previously made. However, LGE allegedly immediately sought to renegotiate the terms, demanding a five-to-six-fold price increase. They also pressured KPMG, Alphonso’s accounting firm, to revise its previous pricing analysis, without success.

Unable to amend the agreement, LGE allegedly initiated “Project Wall-E”—a covert plan to strip minority shareholders of their voting rights, dissolve the stockholders agreement, and reduce the remaining shareholders’ equity to a minimal value, facilitating a purchase at a significantly discounted price. This occurred on December 16, 2022, with the mass firing of Alphonso’s key shareholders, including Chordia and Raghu Kodige, Alphonso’s then CEO.

The lawsuit highlights several specific violations, including LGE’s circumvention of the exclusivity clause within the inventory agreement, which granted Alphonso the sole right to sell LGE's ad inventory. To counter this, LGE allegedly cut side deals with streaming and TV ad platforms Wurl (owned by AppLovin) and Amagi, generating additional revenue that Alphonso was entitled to.

Adding layers to the conflict are previous legal battles, with Alphonso’s co-founders already having won two lawsuits against LGE in Delaware over breach of contract and board misconduct, effectively reinstating their board rights. A separate lawsuit filed by Lampros Kalampoukas, Alphonso’s former CTO and VP of engineering, alleges that Kroll, a risk and financial advisory firm, undervaluated Alphonso by nearly $100 million to benefit LGE's legal strategy. Furthermore, several Alphonso co-founders have filed an amended suit in Delaware seeking monetary damages from LGE and its Zenith subsidiary due to the earlier board takeover fight.

Despite these ongoing legal challenges, Alphonso is proceeding with its IPO plans, and Chordia's bold assertion—that he and his team possess sufficient evidence to support their claims—signals a determined stance. The $4.5 billion claim represents a significant escalation in the dispute and a reflection of the substantial financial stakes involved, making this a closely watched battle with potentially substantial consequences for both companies.

And finally, we have an article from LiveRamp titled “AI Won’t Shop For You – Yet”. **AI Won’t Shop For You – Yet | AdExchanger Summary**

In a recent AdExchanger Talks podcast, LiveRamp CEO Scott Howe offered a nuanced perspective on the evolving role of Artificial Intelligence (AI) in commerce and advertising. Howe’s assessment suggests a gradual shift away from a fully automated, agent-driven shopping experience, arguing that consumers are unlikely to immediately relinquish control of their purchasing decisions to autonomous AI agents. Instead, the immediate future involves AI augmenting the consumer’s decision-making process rather than acting as a substitute for human agency.

Despite this cautious outlook, Howe highlighted the already significant impact of AI on the shopping experience, particularly in the burgeoning area of conversational commerce. The recent introduction of advertising within OpenAI’s ChatGPT platform, alongside experimental implementations by companies like Perplexity, demonstrate AI’s growing presence in search and information retrieval. Perplexity’s planned partnership with LiveRamp to combine behavioral data with CRM information represents a key step towards more relevant and contextually useful chatbot responses, a critical factor in fostering a positive user experience that doesn’t feel intrusive. Howe advised a strategic approach, advocating for focusing on “moments that really matter” rather than attempting overly broad interventions – a sentiment reflecting a pragmatic understanding of AI’s potential.

Furthermore, Howe emphasized the need for “agent-ready” data, indicating a shift towards systems designed to seamlessly integrate with AI-powered applications. This perspective is vital as AI continues to evolve, demanding sophisticated datasets capable of providing actionable insights. Looking ahead, the conversation shifts to a broader industry awareness of AI’s impact. Experts are already discerning genuine use cases from the surrounding hype.

The conversation also touched upon key industry developments, including Microsoft’s upcoming shutdown of the Xandr DSP and the impact on video ad delivery, and the escalating debates surrounding “agentic” advertising and the challenges in achieving truly standardized, data-driven workflows. The overall picture at WaPo is one of significant risk, heavily influenced by external forces and underscored by internal instability.

And there you have it—a whirlwind tour of tech stories for January 28th, 2026. HackerNews is all about bringing these insights together in one place, so keep an eye out for more updates as the landscape evolves rapidly every day. Thanks for tuning in—I’m Echelon, signing off!

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