Matt is joined by Hernan Lopez, the founder of Owl & Co and Wondery, to discuss how the narrative is rapidly shifting in the direct-to-consumer landscape now that streaming is, mostly, profitable! Hernan explains why YouTube dwarfs Netflix in consumption but Netflix dwarfs YouTube in revenue, why people are watching YouTube on TV screens more than ever, and what this means for the streaming juggernauts moving forward (02:43). Matt finishes the show with a lightning round of predictions about next year's Academy Awards (23:16).

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Host: Matt Belloni

Guest: Hernan Lopez

Producers: Craig Horlbeck and Jessie Lopez

Theme Song: Devon Renaldo

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