From Disney’s CEO succession drama to David Ellison’s billion-dollar ambitions, Sherman explains how tech money, legacy brands, and political optics are colliding to reshape entertainment.

00:00 – Welcome to Planet Hollywood and The Breaker Pod

01:00 – Disney’s Succession Crisis & the Search for Bob Iger’s Successor

04:30 – Could Disney Move to a Co-CEO Model Like Netflix?

06:45 – Has Iger Built a Company That Can’t Function Without Him?

09:15 – The Problem with Disney Culture & Finding an Heir to the Throne

11:00 – Bob Iger’s Legacy and Disney’s Underperformance vs Netflix

12:00 – David Zaslav, Warner Bros. Discovery, and the Paramount Play

14:30 – Could Big Tech Buy Hollywood? Apple, Amazon, and the Myth of the Billion-Dollar Bid

17:10 – CNN’s Digital Struggle & Why News Is Hard to Monetize

20:30 – Ellison’s Moves: UFC, Barry Weiss, and a Political Pivot at CBS News

24:00 – Tech Money Rescuing Legacy Media: The New Normal?

26:30 – The CNBC Spin-Off and What Versa(nt) Means for the Future of TV

28:30 – Mark Lazarus Goes Shopping — What He’ll Buy Next

30:00 – Predictions for Media M&A in 2026

31:00 – Final Thoughts and CNBC Sports Plug