What’s Next at Netflix With Content Chief Bela Bajaria, Part 2

What’s Next at Netflix With Content Chief Bela Bajaria, Part 2

Matt is once again joined by Netflix’s Bela Bajaria for part two of their conversation. They get into their content spend breakdown for 2025 and beyond, their foray into like programming and whether more NFL or new sports like UFC or F1 is on the way, their calculus on data transparency, and the perception of quality vs. quantity (01:13). Matt finishes the show by running through a lightning round of questions with Bela on a variety of hot-button Netflix-related questions (23:41). For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Bela Bajaria Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(651)

The Surprising Winners of the AI-Enabled Entertainment Economy

The Surprising Winners of the AI-Enabled Entertainment Economy

Matt is joined by Sean Diffley, head of media and entertainment as well as cable and telecom research at Morgan Stanley to discuss a new system for stock picking called the MS Media Matrix, which rank...

24 Jul 0s

Is Netflix Hurting YouTube by Poaching Talent?

Is Netflix Hurting YouTube by Poaching Talent?

Matt is joined by Bloomberg’s Lucas Shaw to debate whether Netflix or YouTube is winning the battle to dominate Hollywood. They move through the pros and cons of each platform, the new rules of engage...

21 Jul 0s

Paramount's Strategy to Beat California, With Its Top Lawyer

Paramount's Strategy to Beat California, With Its Top Lawyer

Matt is joined by Makan Delrahim, chief legal officer at Paramount, who argues his case in favor of Paramount's acquisition of Warner Bros. Discovery. He explains what they are willing to concede, why...

20 Jul 0s

The Numbers That Have Netflix Investors Spooked

The Numbers That Have Netflix Investors Spooked

(00:00) Matt is joined by Guggenheim Senior Managing Director Michael Morris to discuss Netflix’s latest data dump and quarterly earnings report and assess why the market has started to turn on the st...

17 Jul 33min

The Data Scientists Quietly Powering Hollywood’s Greenlight Machine

The Data Scientists Quietly Powering Hollywood’s Greenlight Machine

Matt is joined by professor Violaine Roussel, a professor of sociology at Paris 8 University, to discuss her new book 'Data Driven Hollywood: The New Data Professionals in the Age of Streaming,' which...

17 Jul 37min

The Case Against WarnerMount, with CA Attorney General Rob Bonta

The Case Against WarnerMount, with CA Attorney General Rob Bonta

Matt and Bloomberg’s Lucas Shaw are joined by California Attorney General Rob Bonta to discuss California’s new lawsuit to block Paramount Skydance's acquisition of Warner Bros. Discovery. They talk a...

14 Jul 40min

Is California's $750 Million Bet on Hollywood Working?

Is California's $750 Million Bet on Hollywood Working?

Matt is joined by Colleen Bell, the director of the California Film Commission, to check in on the state of film and TV production in California following the cap increase to $750M about a year ago. T...

11 Jul 34min

Inside the Internet IP Gold Rush Sweeping Hollywood

Inside the Internet IP Gold Rush Sweeping Hollywood

Matt is joined by producer Scott Glassgold to discuss internet IP and the short-story boom that has taken over Hollywood after major successes in ‘Backrooms’ and ‘Obsession’, whether this is a micro o...

9 Jul 37min

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