Next TMT Talks

Comcast Eyes Warner Bros Discovery | YouTube vs Disney | Nvidia Hits $5 Trillion | Next TMT Talks


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🎧 Next TMT Talks: The Week in Tech, Media & Telecom

David Bloom and Daniel Frankel return with sharp insight and humor as they break down another week of high-stakes moves across the TMT landscape.

đź’Ą This episode covers:
• Comcast–Warner Bros Discovery deal: Can another mega-merger really happen?
• YouTube TV–Disney blackout: Millions lose access — what this means for live sports and cable’s future.
• Charter & Comcast broadband losses: Is cable finally stabilizing?
• Paramount–Skydance layoffs and Taylor Sheridan’s Landman: Hollywood’s talent shuffle amid industry contraction.
• Adobe MAX 2025: AI tools reshape creativity — from Firefly to film production.
• Richard Linklater’s Nouvelle Vague (Netflix): Awards buzz meets French New Wave nostalgia.
• Nvidia hits $5 trillion, Apple $4 trillion: Big Tech’s trillion-dollar showdown.
• Google Gemini AI & YouTube Shorts: How search, creators, and AI are converging.
• AI in Hollywood: From production pipelines to storytelling, the future is already here.

Hosted by David Bloom and Daniel Frankel, Next TMT Talks delivers weekly analysis of the global media, streaming, and telecom ecosystem — where creativity meets technology and money meets disruption.

đź”— Subscribe to the newsletter: https://nexttmt.com

#NextTMT #StreamingWars #MediaBusiness #TMTanalysis


chapters:

00:00 Introduction to Current Trends in Media and Tech

02:56 The Shifting Landscape of Cable and Streaming

05:53 The Impact of AI on Creative Industries

09:00 Corporate Strategies and Market Dynamics

11:52 The Evolution of Apple and Nvidia

15:03 Insights from Adobe Max Conference

18:00 Richard Linklater's Nouvelle Vague and Awards Season

21:01 The Future of Cable and Broadband Services

24:31 The Streaming Wars: Disney vs. YouTube

30:02 The Impact of Sports on Streaming Services

34:20 AI's Influence on the Future of Media

37:08 Earnings Insights: Alphabet and the AI Boom

40:42 Adobe and YouTube: A New Era of Content Creation

45:34 Wrap-Up: Trends in Telecom, Media, and Technology

...more
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Next TMT TalksBy Next TMT