What the Disney–YouTube Battle Tells Us About the End of Cable

What the Disney–YouTube Battle Tells Us About the End of Cable

It’s not unusual for a big TV network and a big TV distributor to fight about money. But the Disney-YouTube fight is unusual -- at the bare minimum, because it has stretched out for so long. CNBC’s Alex Sherman lives and breathes this stuff, so I asked him to walk me through it, and make some prognostications about when it might get settled (spoiler alert: he thinks some football fans who pay for YouTube TV may be unhappy for a while longer.) Then Sherman and I move on to the other Big Media deal: the battle for the company we currently call Warner Bros. Discovery, but is likely to be owned by someone else, in some form…. eventually. Discussed here: why, really, did Larry and David Ellison put in multiple offers to buy another media company weeks after they bought Paramount? What would they do with WBD if they got it? And are any of the theoretical other buyers for all or parts of WBD real? Bonus question for you: did I use the word “degradation” correctly in this one? Learn more about your ad choices. Visit podcastchoices.com/adchoices

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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

Joanna Stern on the New Siri, OpenAI’s Weird Gadget, and Life After the Wall Street Journal

Joanna Stern on the New Siri, OpenAI’s Weird Gadget, and Life After the Wall Street Journal

Joanna Stern spent more than a decade explaining technology to Wall Street Journal readers. Now she’s doing it on her own — with a new media company, New Things, and a new book, I Am Not a Robot, abou...

12 Aug 48min

Oliver Darcy on Status, Bari Weiss, and Why Media Reporters Are Too Soft

Oliver Darcy on Status, Bari Weiss, and Why Media Reporters Are Too Soft

Two years ago, Oliver Darcy left CNN and launched Status, a paid newsletter focused on the media business. The basic bet was that readers would pay for the scoops and insider reporting he had been pro...

5 Aug 52min

Lucas Shaw on Warner Bros' Limbo, Netflix's Anxiety, and Hollywood’s Sort-of Comeback

Lucas Shaw on Warner Bros' Limbo, Netflix's Anxiety, and Hollywood’s Sort-of Comeback

When I last talked to Bloomberg’s Lucas Shaw, Netflix was buying Warner Bros. Discovery. Six months later, Paramount has the deal — but, surprisingly, it’s on hold while a group of states tries to blo...

29 Juli 44min

Substack Wants To Become A Social Network; Beehiiv Wants To Stay Invisible

Substack Wants To Become A Social Network; Beehiiv Wants To Stay Invisible

You are a normal person, so if you think about “people writing their own newsletters” you probably think: “Substack”. But just as Xerox isn’t the only way to make photocopies, Substack doesn’t own th...

22 Juli 42min

Inside Podcasting’s Fight Over Netflix, YouTube, and Creator Control

Inside Podcasting’s Fight Over Netflix, YouTube, and Creator Control

Chris Balfe is the CEO of Red Seat Ventures, the company behind some of the biggest names in podcasting, including Megyn Kelly, Tucker Carlson, Bill O’Reilly, and, more recently, Kill Tony. Since we l...

15 Juli 45min

"We’re in a Race Against Time," Joe Kahn on Running the New York Times in the Age of AI Slop

"We’re in a Race Against Time," Joe Kahn on Running the New York Times in the Age of AI Slop

Joe Kahn runs the New York Times newsroom, which means he runs the most powerful news operation in the world. He joins me to talk about what that power is for — and why he thinks the Times’ next big t...

8 Juli 1h 4min

Encore: Inside Joe Weisenthal's brain

Encore: Inside Joe Weisenthal's brain

We originally published this interview with Bloomberg's Joe Weisenthal on Feb. 11, 2026, and it's one of my favorite chats of the year. We'll be back with a new conversation on July 8. If Joe Weisent...

1 Juli 58min

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