David Ellison's Paramount-Warner Empire & The Fight That Comes Next

David Ellison's Paramount-Warner Empire & The Fight That Comes Next

David Ellison has won Warner Bros. Discovery. Now he has to figure out what, exactly, to do with it. LightShed analyst Rich Greenfield joins me to talk through the next version of the Paramount-Warner empire: Why Ellison wants to be Netflix; why CBS and the NFL still matter so much; and why simply bolting Paramount+ onto HBO Max won’t magically create a winning streamer. Then we zoom out to the much bigger problem for Hollywood: AI is making it easier and cheaper to create video, which could mean an explosion of stuff to watch — and a real challenge to the value of giant movie and TV libraries. Rich thinks the winners will need to become platforms, not just studios. We also talk about Meta’s Muse, and why Rich thinks it could be a much bigger deal than people realize. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(603)

Larry Ellison’s Media Ambitions & Kevin Roose on AI’s Biggest Gamble

Larry Ellison’s Media Ambitions & Kevin Roose on AI’s Biggest Gamble

Larry Ellison bought his son a media empire. What does he want from it? Vanity Fair’s Tom Dotan joins me to talk about the billionaire behind Paramount and Warner Bros., his connection to TikTok, and ...

7 Okt 1h 1min

Meta's New $1300 Glasses and the Fight to Control AI

Meta's New $1300 Glasses and the Fight to Control AI

I went to Meta’s Silicon Valley headquarters to try Mark Zuckerberg’s newest face computer: a $1,300 pair of virtual-reality glasses that are much lighter and cheaper than Apple’s Vision Pro, and stil...

23 Sep 40min

AI Wants to Shop for You. What Could Go Wrong?

AI Wants to Shop for You. What Could Go Wrong?

AI companies have spent years telling us that we’ll be able to use them to go shopping for us, or book us airplane tickets, or get us awesome restaurant reservations. None of that ever materialized.Bu...

16 Sep 40min

The Atlantic’s CEO on AI, Billionaire Owners, and Moonlighting as a Creator

The Atlantic’s CEO on AI, Billionaire Owners, and Moonlighting as a Creator

Nicholas Thompson runs one of the few media companies that can say things are going pretty well: The Atlantic is profitable, growing, and boasts 1.6 million subscribers.But that's today. What comes ne...

11 Sep 54min

Data Centers, Elon Musk, and the New Politics of Tech, with David Weigel

Data Centers, Elon Musk, and the New Politics of Tech, with David Weigel

Not long ago, most Americans had never heard of data centers. Now most Americans are actively opposed to them.It’s a head-snapping change — one that is befuddling tech bosses, and forcing some politic...

2 Sep 53min

The Weird, Big Business of Microdramas

The Weird, Big Business of Microdramas

Microdramas are the new phone-first soap operas: stories chopped into dozens of one-minute episodes: Low-budget productions filled with romance, werewolves, secret babies, and cliffhangers—and, eventu...

26 Aug 48min

The $12.5 Billion Lakers, the NFL’s TV Fight, and Sports Media’s Big Split

The $12.5 Billion Lakers, the NFL’s TV Fight, and Sports Media’s Big Split

Sports teams keep selling for more money because, in theory, their media rights keep becoming more valuable. But the companies that actually pay for sports TV are starting to push back. John Ourand o...

19 Aug 42min

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