Hollywood isn’t just negotiating deals — it’s fighting for its future.

In this episode of Next TMT Talks, David Bloom and Daniel Frankel break down the escalating Netflix vs. Paramount showdown, why billions in debt are colliding with falling content costs, and how AI may quietly be rewriting the economics of the entire media business.

As studios chase consolidation, niche streamers discover unexpected AI revenue, and tech platforms reshape distribution, one question hangs over everything:

What is a media company actually worth now?

🔥 Topics Covered

• Netflix forcing Paramount to show its hand

• The real risks behind Hollywood’s biggest merger fight

• AI training data deals creating new revenue streams

• Why Amazon aggregation keeps winning

• Apple Podcasts moving into video territory

• ByteDance’s AI video tools spooking studios

• NBC’s sports dominance and Peacock’s strategy problem

• Xbox and the slow disappearance of the console era