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 ranks publicly traded entertainment companies based on audience and engagement, their interactivity, urgency of the content, pricing power, IP, and AI positioning, and then compares these strengths and weaknesses to the companies’ relative share price. They discuss the importance of ownership within these companies, AI's role in content creation and the future of leisure time, and AI's impact on content consumption (02:56). Matt finishes the show with a prediction on what will be the second weekend drop of ‘The Odyssey’ (30:33). Host: Matt Belloni Guest: Sean Diffley Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez Theme Song: Devon Renaldo This episode is brought to you by AMC+. Start your free trial today at join.amcplus.com This episode is brought to you by Accenture. https://Accenture.com/Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Tom Cruise and the New Age of Celebrity Profiles

Tom Cruise and the New Age of Celebrity Profiles

Matt is joined by Zach Baron, GQ's senior special projects editor and host of new show ‘One More Question,’ to discuss the modern celebrity press tour, the art of celebrity profiles, interviewing Tom ...

19 Sep 40min

2026 Emmys Instant Reactions: Is Apple Really the New HBO? What Happened to Netflix?

2026 Emmys Instant Reactions: Is Apple Really the New HBO? What Happened to Netflix?

Matt is joined by Bloomberg’s Lucas Shaw to recap the 2026 Emmys and give their takes on the biggest narratives coming ou)t of the show, including Apple’s big night with 'Widow’s Bay,' its ascent in t...

15 Sep 37min

How to Run a Specialty Studio in 2026, with Searchlight President

How to Run a Specialty Studio in 2026, with Searchlight President

Live from TIFF, Matt is joined by the president of Searchlight Pictures, Matthew Greenfield along with Bloomberg’s Lucas Shaw to discuss how to run a specialty film division in 2026, what it's like be...

15 Sep 48min

‘Resident Evil’ and the Tightrope of Relaunching Old IP

‘Resident Evil’ and the Tightrope of Relaunching Old IP

Matt is joined by Oliver Berben, CEO of Constantin Film, to discuss the upcoming ‘Resident Evil’ film, how Zach Cregger got involved, how Constantin gained control of the IP, the international film bu...

10 Sep 36min

Four Big Stories: Emmys ’26, Summer Box Office Pushback, Fed Tax Credit Odds, and ‘60 Minutes’ 2.0

Four Big Stories: Emmys ’26, Summer Box Office Pushback, Fed Tax Credit Odds, and ‘60 Minutes’ 2.0

Matt is joined by Bloomberg’s Lucas Shaw to discuss a slew of topics from around town, including the biggest narratives around this year's Emmy Awards, a new report offering skepticism about this summ...

8 Sep 36min

The 2026 Summer Box Office Winners, Losers, and Head-Scratchers

The 2026 Summer Box Office Winners, Losers, and Head-Scratchers

Matt is joined by Puck’s box office expert Scott Mendelson to judge their early summer box office predictions by looking at the biggest hits, misses, and questions from the 2026 summer slate. 'The ...

4 Sep 50min

Did Donald Trump Just Save Filmmaking in America?

Did Donald Trump Just Save Filmmaking in America?

Matt is joined by Film USA cofounders Tony Armer and Katie Pryor to discuss President Trump’s public endorsement of a federal tax credit for film production in the United States, how this could reshap...

2 Sep 35min

The Five Biggest Hollywood Storylines for the Rest of 2026

The Five Biggest Hollywood Storylines for the Rest of 2026

Matt is joined by Bloomberg’s Lucas Shaw to examine the biggest industry narratives heading into the final stretch of the year. Can Netflix break its slump? How much will Netflix vs. YouTube continue ...

1 Sep 37min

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