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TikTok's U.S. Survival: The Joint Venture Solution

Episode 32

TikTok secures U.S. future with Joint Venture — The ban is off the table. A deal has been struck involving U.S. tech partners, solving the political …

7 months, 3 weeks ago

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Discovery Global: The Spinoff Nobody Wants

Episode 31

Discovery Global spinoff explainer — As Netflix buys the studios and HBO, the "boring" cable assets are being spun off into a new company. It looks l…

7 months, 3 weeks ago

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Oscar Economics: Why "Sinners" Leading Noms Matters

Episode 30

Warner Bros. dominates 2026 Oscar nominations — "Sinners" leads with 16 noms, and WBD scores 30 total. In the middle of an acquisition, this isn't ar…

7 months, 3 weeks ago

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Paramount's Deadline: The Clock Is Ticking

Episode 29

Paramount's hostile bid deadline looms February 20 — The clock is ticking on David Ellison's $108 billion offer for Warner Bros. Discovery. WBD has e…

7 months, 3 weeks ago

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The WGA's Antitrust Gambit: Can Writers Block Netflix-WBD?

Episode 28

Writers Guild seeks to block Netflix-WBD merger — Labor unions are the new antitrust regulators. The WGA is petitioning the FTC to halt the $72 billi…

7 months, 3 weeks ago

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London Is the New Hollywood

Episode 27

Production spending in the UK hit record levels in 2025. This episode examines the four factors driving the shift—tax incentives, studio capacity, cr…

8 months ago

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Josh D'Amaro Is Disney's Next CEO

Episode 26

On March 18th, Disney named Josh D'Amaro—head of the $36 billion Experiences division—as its next CEO, passing over content chief Dana Walden. This e…

8 months ago

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Dana Walden: Disney's First Chief Creative Officer

Episode 25

When Disney named Josh D'Amaro CEO, Dana Walden became President and Chief Creative Officer—the first in Disney's 101-year history. This episode exam…

8 months ago

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Ted Sarandos Goes to Washington

Episode 24

Ted Sarandos appeared before a Senate antitrust subcommittee to defend Netflix's proposed $82.7 billion acquisition of Warner Bros. Discovery. This e…

8 months ago

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Why David Ellison Skipped the Senate Hearing

Episode 23

David Ellison was invited to testify before the Senate antitrust subcommittee alongside Netflix's Ted Sarandos. He declined—and submitted a written s…

8 months ago

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