Mackenzie Scott’s Shadow & Elon’s Rampage

Bill Cohan joins Peter with fresh intel on why Warner Bros. Discovery remains skeptical of the Ellisons and Paramount Skydance’s offer, as questions linger over whether they actually have the money they’re offering—and whether foreign financing from the Saudis, Qataris, and beyond could spark a lengthy national security headache. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

16 Dec 19min

Jon Kelly and Peter reunite to discuss all the various reasons that Netflix actually needs Warner Bros. and HBO Max. Yes, the company may have definitively won the streaming wars, but it also currently finds itself in the middle of a two-front battle between insurgent F.A.S.T. platforms, like Tubi, and social platforms such as YouTube and TikTok. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

15 Dec 21min

Yahoo C.E.O. Jim Lanzone joins Dylan and Julia for a tour of the company’s Apollo era, four years after the private equity behemoth bought the business for just $5 billion—nearly $120 billion shy of its peak valuation. Lanzone breaks down Yahoo’s growth strategy: the metrics that actually matter, how the company monetizes at scale, and what the endgame looks like. They also dig into Yahoo’s A.I. ambitions, and what it takes to run a mass-market consumer business in a media landscape focused on niche and specialized content. Learn more about Starbucks industry-leading benefits at ⁠starbucks.com/partners⁠⁠.⁠ For more great episodes like this, subscribe to The Grill Room here To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

13 Dec 1h

Ian Krietzberg joins Peter to dissect the growing friction between Trump and state regulators over A.I. governance, as Trump pushes for an industry-friendly executive order to slam the brakes on states passing their own rules—just what the A.I. evangelists ordered. They also weigh whether Democrats are missing a huge political opening to harness public anxiety about A.I. and carve out a populist stance against the president. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

12 Dec 24min

Bill Cohan joins Peter to break down the latest WBD deal frenzy as Paramount goes hostile and Netflix plays patient opportunist. Bill forecasts how high the Ellisons might go, what this M&A knife fight portends for Warner’s TV assets—and why the assets’ share price may ultimately decide the endgame. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

11 Dec 22min

John Ourand joins Peter to reveal the sleeper issue in the WBD acquisition wars: the fate of the company’s high-value sports rights. What happens if Paramount wins and absorbs the WBD portfolio—or if Netflix prevails, and the Global Networks division is spun off? The twosome also dig into Notre Dame’s College Football Playoff snub, and why the school’s media-savvy athletic director is now waging a scorched-earth P.R. campaign against the ACC. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

10 Dec 22min

Leigh Ann Caldwell joins Peter to break down what a sluggish, Republican-controlled Congress might look like next year, as G.O.P. lawmakers grow frustrated with the gridlock and are bracing for midterm losses—while some are already packing up amid promises of retirement. Can Trump breathe new life into the party, or is it too late to rally the troops? To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

9 Dec 20min

Jon Kelly and Peter chew over Netflix’s shock victory in the WBD bidding war—outmaneuvering Paramount and Comcast to nab WBD’s Studio and Streaming assets. They parse every angle of this $83 billion deal: whether the Trump administration will actually scrutinize the merger, whether David Ellison is ready to give up and walk away, what this all means for the CNNs of the world, and more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

8 Dec 24min