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"Neither Side Is Used to Losing." Lucas Shaw on What’s Next for Netflix and Paramoun…

12/17/2025 • 41 min

The backstory here is that weeks ago, Bloomberg’s Lucas Shaw agreed to join me for my 2025/2026 look back/look ahead episode. And then things got way more compelling, because Paramount and Netflix got into a truly unprecedented fight over the future of Warner Bros Discovery. So that’s what we’re talking about here, including: *Why this truly is a turning point… Play episode

Lachlan Cartwright Started in Tabloids. Now He’s a Must-Read Media Gossip.
"Hollywood is Truly Freaked Out." Inside the Netflix/WBD Deal with Lucas S…
PBS Lost a Billion Dollars. Now what? With CEO Paula Kerger
What Happens To Media When The Web Goes Away, with Tony Haile
Kevin Reilly got to the top of the TV heap. Now he's in AI.
What the Disney–YouTube Battle Tells Us About the End of Cable
The Bulwark's Sarah Longwell on Why Republicans Won the Attention War
The Man Who Fixed The New York Times Wants to Fix CNN
The End of Mass Media—and What Comes Next
The PR Guy Who Says the AI Boom Is a Bust
Why the Guardian Doesn't Need a Billionaire to Thrive
Almost Everyone is Taking Money from OpenAI. Why is Ziff Davis suing them?
The Future of Late Night TV, Jimmy Kimmel, and The First Amendment
I tried Zuckerberg's $800 Ray-Bans. Are they the future? With Alex Heath
How TBPN Made a Tech News Splash
Patch’s AI Experiment: Thousands of Newsletters, Zero Humans
Oliver Darcy Thinks the Media Doesn’t Get It. So He Built Status
Why Henry Blodget is Building Another Media Company
ESPN boss Jimmy Pitaro on streaming, the NFL and sports betting
A Busy - and Expensive - Summer for AI, with NYT's Mike Isaac
Why the Algorithm is Making Comedy Boom, Again
What is TV’s endgame?
Why Trump is defunding NPR and PBS - and suing Rupert Murdoch
Inside the Rise and Fall of Condé Nast with Michael Grynbaum
Inside the NYT - and Everywhere Else - with Semafor's Max Tani
Black Mirror's Charlie Brooker on the problem with tech - and people
How to become a Substack Star with Emily Sundberg
Why did Apple ice out the most famous Apple blogger?
On the hunt for media optimism, with Semafor’s Ben Smith and The Rebooting…
Scott Frank on Netflix, the future of Hollywood, and Dept. Q
Bluesky Wasn’t Supposed to be a Twitter Rival. Now It Is.
How to Reinvent a Magazine, with Wired’s Katie Drummond
Meta's Adam Mosseri explains how Instagram really works - and how he wants…
How Apple trapped itself in China
Ian Rogers tells me I need a crypto wallet
How to fight Apple and (maybe) win, with Epic Games CEO Tim Sweeney
Tariffs, Trump, TikTok: What’s going to happen to ads in 2025?
Roblox CEO David Baszucki knows what your kids are doing.
How to make money in Washington, with Punchbowl’s Jake Sherman
NYT publisher AG Sulzberger on Trump, OpenAi and the economy
Trump vs The Media, Round 2, with Sara Fischer
How long can sports keep TV alive?
Inside PJ Vogt’s low budget, super successful podcast
Twitch CEO Dan Clancy wants to hang on to the live-streaming crown
Matt Belloni: what the Oscars tell us about Hollywood
Free speech is under attack
Matthew Ball: Why the games business is broken
BuzzFeed wants to build a… social network?
Why Michael Lewis is worried about the sports betting boom

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