Analyst/writer/investor-to-be Matthew Ball gives his predictions on how Disney, Netflix, Apple and Amazon are faring in the ‘battle royale’ - the streaming wars. He gives Peter Kafka his insight on Amazon Video from his time there, and talks about why he's bullish on Disney but skeptical about WarnerMedia. He also explains how he used the internet to transfo ... Show More
Mar 2025
How YouTube Became TV (While TV Struggles to Be YouTube)
Matt is joined by Hernan Lopez, the founder of Owl & Co and Wondery, to discuss how the narrative is rapidly shifting in the direct-to-consumer landscape now that streaming is, mostly, profitable! Hernan explains why YouTube dwarfs Netflix in consumption but Netflix dwarfs YouTub ... Show More
33m 28s
May 28
Netflix and the Fall of Television | The Mouse Strikes Back | 2
After Netflix poaches Shonda Rimes, one of the most successful television producers on ABC, a Disney-owned network, Disney decides it can’t just sit back and let Netflix keep eating into their market share. Disney CEO Bob Iger decides that Disney is going to launch its own stream ... Show More
37m 53s
Dec 2024
Which Streaming Shows Hit and Bombed in 2024?
Matt is joined by the Entertainment Strategy Guy, a former streaming exec, to sort through the mirky waters of streaming data and find out which streaming tv shows were actually hits, which were major flops, which were underrated successes, and which were bigger bombs than anyone ... Show More
37m 26s
Sep 2023
Alex Winter: The YouTube Effect, Magic Camp + Baby Shark!
Actor, producer, and director Alex Winter, best known for his role in the "Bill & Ted” films joins Jason and Peter to explain how YouTube’s algorithm is a beast that really can't be tamed once it's been unleashed, and it's already been unleashed. Really, no really?
Actually, the ... Show More
45m 16s
Dec 2024
Rupert Murdoch denied bid to alter family trust; Documentarian Nic Stacey on the perils of over-consumption
Rupert Murdoch wants to update his family trust in favor of his son Lachlan, who runs the Fox News empire. What’s behind Nevada commissioner Edmund J. Gorman Jr.’s decision to block the move? Kim Masters and Matt Belloni investigate.
Plus, Masters talks to documentarian Nic Stac ... Show More
30m 2s
Mar 2025
Is Netflix Spending its $18 Billion Content Budget Correctly?
Matt is joined by Bloomberg’s Lucas Shaw to parse Netflix’s latest data dump and look at what is and is not working for the streamer. Big-budget live-action movies, sitcoms, reality shows, crime documentaries, foreign films and TV all contribute to Netflix’s enormous slate of con ... Show More
32m 47s