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Netflix just shocked Hollywood with a $72B bid for Warner Bros, the biggest media deal of the decade. But behind the headlines is a fight over market share, regulation, and the future of streaming.
In this episode, we break down:
- Why Netflix is suddenly willing to buy instead of build
- How HBO, Warner Bros, and gaming change Netflix’s strategy
- The regulatory risk (and why Trump and Paramount matter)
- Whether this deal can ever pay for itself
- What this means for the future of streaming bundles and pricing
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Episode Links:
Chapters:
- 01:20 Christmas tree banter and setting the stakes
- 03:05 What Netflix is actually buying from Warner Bros
- 07:00 Why Netflix wants Warner Bros and HBO
- 11:45 Can this $72B deal ever pay off?
- 16:30 Ads, bundles and the future Netflix business model
- 20:50 Antitrust risk, Trump factor and hostile bids
- 24:30 Disney, YouTube and the real competitive set
- 28:10 When M&A stops being rational
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