Matt is joined by Bloomberg’s Lucas Shaw to discuss Netflix’s strong second-quarter earnings, and how the company’s strong numbers might weaken in the next few years partially because of their underwhelming advertising revenue. They then ask a larger question: Is the race for streaming now down to two finalists—Netflix and YouTube (2:43)? Matt finishes the show with a prediction for which city will win hosting duties of the 2027 Sundance Film Festival (25:30).

For a 20 percent discount on Matt’s Hollywood insider newsletter, ‘What I’m Hearing ...,’ click here.

Email us your thoughts! [email protected]

Host: Matt Belloni

Guest: Lucas Shaw

Producers: Craig Horlbeck and Jessie Lopez

Theme Song: Devon Renaldo

Learn more about your ad choices. Visit podcastchoices.com/adchoices