Media M&A, Streaming Shifts, and AI Governance
This episode analyzes the strategic implications of the Paramount-Warner Bros. merger, Disney's regulatory defense tactics, and Netflix's pivot to short-form content. It examines how state antitrust actions now prioritize extractable concessions over deal termination, while streaming platforms combat engagement decay through ad-tier expansion. The discussion also covers the growing friction between tech firms and creators over AI training consent frameworks.