Media Shift: Distributors Gain Power, Content Owners Wrestle With Future
What the Disney–YouTube Battle Tells Us About the End of Cable
Resources
Books
- "60 Minutes" - Mentioned in the context of a settlement David Ellison had to go through.
Videos & Documentaries
- South Park episode - Referenced in a humorous anecdote about Google Chrome and AI browsers.
Research & Studies
- The bullwork's sarah longwell - Mentioned as a guest on a previous episode.
Tools & Software
- Monday Sidekick AI - Mentioned as an AI agent that can help with business tasks.
- Carvana - Mentioned as a service for selling cars.
- Google Chrome - Mentioned in the context of AI companies wanting to change how users think about browsers.
- Oracle Fusion - Mentioned as part of David Ellison's tech strategy for Paramount.
- Adobe Express - Mentioned as a tool for creating on-brand content.
- Thumbtack - Mentioned as a platform for hiring home professionals.
- Google Pixel 10 - Mentioned as a new phone with AI features.
- Gemini - Mentioned as an AI feature for generating videos.
Articles & Papers
- CNBC Sport Newsletter - Alex Sherman's newsletter where he wrote about the Disney-YouTube dispute.
People Mentioned
- Sarah Longwell - Guest on a previous episode of Channels with Peter Kafka.
- Alex Sherman - Guest on the podcast, King Media Reporter at CNBC.
- Brendan Carr - FCC Commissioner who started tweeting about the Disney-YouTube dispute.
- David Ellison - Involved in the potential acquisition of Paramount and Warner Brothers Discovery.
- Larry Ellison - Father of David Ellison, and a significant financer.
- David Zaslav - CEO of Warner Brothers Discovery.
- Jeff Shell - Mentioned as having a similar endgame strategy to David Ellison when he was at NBC Universal.
- Steve Jobs - Mentioned in relation to David Ellison's supposed mentorship.
- Barry Weiss - Hired by David Ellison, seen as a move to appease concerns.
- Donald Trump - Mentioned in relation to political maneuvering for media deals.
- Benton Bondi - Mentioned in relation to Donald Trump's directives.
- Brian Roberts - CEO of Comcast.
- Rich Greenfield - Mentioned for a blog post about media deals.
- Erica Kirk - Head of NBC News or MSNBC.
- Mark Lazarus - Soon-to-be CEO of Versant.
- Jessica Reif Ehrlich - Asked a question about tech strategy during a Paramount earnings call.
- Eddie Q - Told Peter Kafka about Apple's strategy for acquiring sports rights.
Organizations & Institutions
- Vox Media Podcast Network - The network producing the podcast.
- CNBC - Alex Sherman's employer.
- YouTube TV - Distributor involved in a dispute with Disney.
- Disney - Content company involved in a dispute with YouTube TV.
- Google - Parent company of YouTube TV.
- ESPN - Disney-owned cable network.
- ABC - Disney-owned broadcast network.
- Hulu with Live TV - Disney-owned streaming service.
- Fubo - Mentioned as having merged with Hulu with Live TV.
- Fox - Mentioned as having had a dispute with YouTube TV.
- Peacock - Mentioned as having had a dispute with YouTube TV.
- NBC Universal - Parent company of CNBC.
- Nat Geo - Disney-owned cable network.
- FX - Disney-owned cable network.
- Alphabet - Parent company of Google.
- Dish Network - Cable distributor.
- Direct TV - Cable distributor.
- Warner Brothers Discovery - Company potentially being sold.
- Paramount - Company potentially being acquired by the Ellisons.
- HBO - Warner Brothers Discovery-owned network.
- CNN - Warner Brothers Discovery-owned network.
- TNT - Warner Brothers Discovery-owned network.
- Amazon - Mentioned as a platform for channel stores and as a potential buyer of sports rights.
- Netflix - Streaming service and potential bidder for Warner Brothers Discovery assets.
- Comcast - Potential bidder for Warner Brothers Discovery assets, also a cable distributor.
- Charter - Cable broadband company.
- T-Mobile - Fixed wireless internet provider.
- Verizon - Fixed wireless internet provider.
- Starlink - Potential competitor for home broadband.
- Skydance - Mentioned in relation to a deal with Paramount.
- Redbird Capital - Investor in the Paramount deal.
- Apple - Tech company and potential bidder for media assets.
- MGM - Acquired by Amazon.
- MLS (Major League Soccer) - Acquired by Apple.
- F1 (Formula 1) - Acquired by Apple.
- NBA (National Basketball Association) - Has media rights deals.
- Major League Baseball - Has media rights deals.
- UFC (Ultimate Fighting Championship) - Acquired by David Ellison.
- TikTok - Mentioned in relation to a potential deal and as a competitor for time.
- Oracle - Partnering with David Ellison.
- Buzzfeed - Mentioned in relation to a failed business venture.
- Hearst - Magazine and newspaper publisher that has diversified into non-media businesses.
- Criminal (podcast) - Podcast mentioned as a sponsor.
- The Vergecast (podcast) - Podcast mentioned as a sponsor.
Courses & Educational Resources
- Built (company) - Mentioned as a service for earning points on rent payments.
Websites & Online Resources
- monday.com - Website for Monday Sidekick AI.
- carvana.com - Website for Carvana.
- cnbc.com/sportnewsletter - URL for Alex Sherman's newsletter.
- adobe.com/express/business - Website for Adobe Express for Business.
- joinbuilt.com/vox - Website for Built.
- Google Store - Where to learn more about Google Pixel.
Other Resources
- Digital Antenna - A way for YouTube TV customers to get ABC for free.
- Over-the-air broadcast - Mentioned as a way to get some content for free.
- ESPN Direct to Consumer - A product launched by ESPN.
- Pluto Bet Plus - Mentioned as part of David Ellison's tech strategy.
- Golf Now - A tee time reservation business owned by Versant.
- Sports Rights Deals - Discussed as a valuable commodity.
- RSNs (Regional Sports Networks) - Mentioned in the context of the decline of sports viewership.