Netflix in the Senate Hot Seat, and Disney’s Demographic Problem

The podcast analyzes the potential acquisition of Warner Bros. by Netflix for $83 billion, focusing on regulatory hurdles and the competing bid from Paramount. It highlights concerns about the deal's impact on Hollywood talent and potential monopsony power, referencing the Penguin Random House case. The discussion covers the antitrust hearing where senators questioned Netflix's Ted Sarandos, and the potential influence of Donald Trump on the DOJ's investigation. Paramount's strategy to position itself as a clearer regulatory option is examined, alongside the significance of theatrical releases, using "Wuthering Heights" as an example. The conversation shifts to Disney, questioning whether its focus on theme parks is overshadowing its content engine and the risk of alienating younger audiences.