Podcast Episodes
Back to SearchWhat Netflix-WBD Means for Independent Content
Episode 12
If Netflix acquires Warner Bros. Discovery, it eliminates one of the largest buyers of independent content in the industry. This is the story nobody'…
8 months, 2 weeks ago
The Great Re-bundling
Episode 11
Wall Street stopped caring about subscriber counts. In 2026, the metrics that matter are ARPU—average revenue per user—and free cash flow. This is a …
8 months, 3 weeks ago
Paramount Skydance's Hostile Bid for WBD
Episode 10
David Ellison launches a $108 billion hostile takeover bid for Warner Bros. Discovery, offering $30 per share to crash Netflix's $82.7 billion acquis…
8 months, 3 weeks ago
Awards Shows Are Marketing Campaigns, Not Merit Systems
Episode 9
Foreign Money Is Leaving Hollywood: What's Driving the Exodus
Chinese and Middle Eastern capital are quietly exiting Hollywood deals. Regulators are …
8 months, 3 weeks ago
Why Libraries Matter More Than New Content
Episode 8
Netflix paid $15 billion for Paramount's back catalog access. Disney's real asset isn't Marvel—it's the vault.
This episode explains why legacy conten…
8 months, 3 weeks ago
Why Media Mergers Keep Underperforming
Episode 7
AT&T-Time Warner. Viacom-CBS. Discovery-Warner Bros. The pattern is clear: media mergers destroy value more often than they create it.
This episode ex…
8 months, 3 weeks ago
Why Studios Cancel Profitable Shows
Episode 6
Why Studios Cancel Profitable Shows
Why do Netflix and streamers cancel shows after 2-3 seasons even when audiences love them? The public narrative i…
8 months, 4 weeks ago
Why Streaming Is Becoming Cable 2.0
Episode 5
Why Streaming Is Becoming Cable 2.0
Netflix, Disney+, and Max all now have ad-supported tiers. The original streaming thesis—pure subscription, no ad…
8 months, 4 weeks ago
Disney's Succession Crisis: Who Replaces Bob Iger?
Episode 4
Disney's Succession Crisis: Who Replaces Bob Iger?
The search for Bob Iger's successor is down to two candidates: Josh D'Amaro (parks) and Dana Walde…
9 months ago
Why Talent Agencies Are More Powerful Than Ever
Episode 3
Why Talent Agencies Are More Powerful Than Ever
The WGA sued major talent agencies over packaging fees in 2019, framing it as a victory for writers. …
9 months ago