Stuck In Development

Carl & Eitan discuss The Creator and Satya Nadella's testimony against Google in the U.S. and Plaintiff States v. Google LLC antitrust case.

A single canary in a coal mine is usually a signal of change to come. But multiple canaries? In multiple coal mines? A wave of changes is coming.

In this episode Eitan and Carl go through many different cracks the media market is showing, what they mean, and how they might play out. They include content licensing, targetting, acquisition valuations, new weird streaming ad-tiers, and many more!

Join us.

Eitan provides Carl with a free therapy session on – what else – the state of streaming media. Also covered are Charter's updated contract with Disney as well as Disney's non-announcements about the future of Animal Kingdom.

This is an episode about moving past clinging to the past.

Eitan and Carl delve into the latest news regarding potential farewells in the near future. They discuss what the fight between Charter and Disney could signify for the future of the cable TV industry, and speculate about a possible goodbye to the DinoLand U.S.A section of Animal Kingdom.

Join us!

PS - There have already been updates to some of the topics of this episode since we recorded it, Eitan and Carl will catch everyone up in the next one!

PSS - Eitan said Anne Hathaway was the lead actress of Gravity instead of Sandra Bullock, please forgive him

Carl's a ramblin' man after a week off from recording with Eitan. While essentially rehashing Eitan's solo episode, the two chat wade through a variety of tangents (Ready Player One! Warner's 2024 release calendar!) before discussing ESPN's sports betting gamble and the iPhone's prophesied transition to USB C chargers.

At first, this episode wasn't supposed to happen. And then a lot of things happened.

With Carl unable to record this week, we first thought we wouldn't record.

But then Microsoft tweaked its acquisition of Activision-Blizzard. And then Warner Brothers Discovery delayed Dune 2 to 2024.

So Eitan had to act. Join him as he quickly powers through a crazy week!

Carl and Eitan are NOT here for the modern streaming era today. The two are unable to easily find the movies they want to stream, and they're dismissive of perennial "you know, Disney could buy Apple..." takes.

Netflix added 5.9M subscribers in Q2! The password sharing is working! Or is it?

In this episode, Carl and Eitan dig deep into Netflix's results and analyze if all the hype around their earnings number is warranted.

They also spend some time finally talking a bit more about Barbie, and close out by sharing some Kickstarters that they've backed over the years.

Matt Stevens' 'Good Movies as Old Books' Kickstarter: https://www.kickstarter.com/projects/mattstevensclt/good-movies-as-old-books-vol2/

Kronecker Wallis Books: https://www.kroneckerwallis.com/

As part of SID's eternal quest to not not be a Disney strategy podcast, Carl & Eitan bring numbers (and Eitan's sports perspective) to a number of rumors concerning ESPN, ABC & former top Disney execs Tom Staggs & Kevin Mayer. They also spend another 15 minutes on Oppenheimer while only giving Barbie 2 minutes... an offense that will be rectified next week.

It's not common for an episode of Stuck in Development to focus on movies that Eitan has seen but Carl hasn't. This week is one of those.

To make it even more unexpected, it happened during Oppenheimer + Barbie weekend. In this "first version" of the episode the boys marvel at the performance of these summer blockbusters, as well as their perceived cultural impact after one weekend.

After that, Eitan gives his spoiler-free review of Oppie and Barbie, before closing with some (very positive) thoughts on the second season of The Bear.