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Matt is joined by Axios media reporter Sara Fischer to discuss the Hollywood business implications of the second Trump presidency. They get into the possibility for more M&A, specifically Warner Bros. Discovery and LIV-PGA, whether Trump will go after big tech, the future of TikTok in the United States, and the future of content moderation (02:31). Matt finishes the show with a prediction related to the latest announcement that a new ‘Star Wars’ trilogy is in the works (26:57).
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Host: Matt Belloni
Guest: Sara Fischer
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by John Mass, president of Content Partners, to talk about how making money in TV has changed in the last 10 to 15 years. John walks us through how a TV show is financed, how the market has changed because of the streaming model, and how it has upended the way participants make money. They also talk about the bygone days of producers owning shows, the heyday of the syndication era, and if a correction is coming (02:29). Matt finishes the episode with a prediction about the upcoming battle between ‘Wicked: Part One’ and ‘Gladiator 2’ (34:38).
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Host: Matt Belloni
Guest: John Mass
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Bloomberg’s Lucas Shaw to discuss Comcast's exploration of spinning off its cable assets into a separate company, which could potentially mark the wider restructuring of its NBCUniversal division. They talk about how legacy media companies are struggling with how to handle their linear television business, what a division of assets might look like for Comcast, and whether a streaming partner makes sense for NBC and Peacock (02:43). Matt finishes the show with a ratings prediction for the 2024 presidential election (26:05).
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Host: Matt Belloni
Guest: Lucas Shaw
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Tobias Queisser, the CEO of Cinelytic, to make the case for AI as a tool and not the enemy in Hollywood. He explains how AI can help studios green-light the right movies and help financiers invest in the right projects. He explains how his predictive models work and why AI should not be seen as a villain when it is used on the business side and not for creative (02:27). Matt finishes the show with an opening weekend box office prediction for Robert Zemeckis’s newest film, ‘Here,’ starring Tom Hanks and Robin Wright (24:44).
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Host: Matt Belloni
Guests: Tobias Queisser
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Live from NeueHouse in L.A. Matt is joined by Lucas Shaw and FX CEO John Landgraf for the second half of their conversation about the state of television. They discuss his curation process at FX, how Disney has changed FX, how ‘Shogun’ came together, and what happened with Season 3 of ‘The Bear.’ They also talk about HBO's recent struggles, the importance of process and the problem with the decentralized power at streaming services (01:34).
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Host: Matt Belloni
Guests: Lucas Shaw and John Landgraf
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Live from NeueHouse in L.A., Matt is first joined by Bloomberg’s Lucas Shaw to revisit their movie studio power rankings and update their list of which studios and streamers are the preferred homes for movie projects in 2024 (02:55). Then, Matt and Lucas are joined by FX chairman John Landgraf for Part 1 of their conversation about the state of television. They talk about the reason for the oversaturated television market, how the streaming model has affected the quality of shows being made, and what Silicon Valley is doing to the entertainment industry at large (17:48).
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Host: Matt Belloni
Guest: Lucas Shaw and John Landgraf
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by writer Bruce Eric Kaplan ('Girls', 'Seinfeld', 'Six Feet Under') to discuss the life of a TV writer and how it has changed over the years, particularly coming out of the pandemic. Bruce talks about his new book chronicling his time during the pandemic as a struggling screenwriter, joining Season 2 of the hit Netflix show ‘Nobody Wants This’, the bursting of the peak TV bubble, the psychology of the working writer, and if there is room for optimism moving forward (02:31). Matt finishes the show with opening weekend box office predictions for ‘Venom 3: The Last Dance’ and ‘Conclave’. (21:30).
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Host: Matt Belloni
Guest: Bruce Eric Kaplan
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Bloomberg’s Lucas Shaw to first talk about Disney’s report that it would name a new chief executive in “early 2026.” Then they offer their takeaways from Netflix’s latest earning report by looking at the streamer’s five pressure points: advertising, the threat of bundling, theaters, compensation, and growth (02:46). Matt finishes the show with a prediction about World Series ratings (29:06).
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Host: Matt Belloni
Guest: Lucas Shaw
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by ‘SNL’ expert, author, and journalist James Andrew Miller to assess the state of ‘SNL’ and go through some lightning-round questions about the current season, the 50th anniversary show, upcoming ‘SNL’ documentaries, and the movie ‘Saturday Night’ (02:25). Matt finishes the show with an opening weekend box office prediction for ‘Smile 2’ (30:26).
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Host: Matt Belloni
Guest: James Andrew Miller
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Cineverse CEO Chris McGurk to talk about the rise of independently financed horror movies and how to turn a low-budget film into a bona fide hit. They talk about the indie horror marketing playbook and whether the recent boom in low-budget horror is a fluke or a trend (02:28). Later, Matt makes a prediction about the future of Legendary Pictures (23:08).
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Host: Matt Belloni
Guest: Chris McGurk
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Live from Bloomberg’s Screentime event in Los Angeles, Matt and Lucas Shaw make their case for buying the dip or selling high on some of the biggest entities across Hollywood. Topics include Travis Kelce’s media career, Amazon Prime Video, Todd Phillips, K-pop, Jennifer Lopez’s movie career, sports docs, Lionsgate, and much more!
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Host: Matt Belloni
Guest: Lucas Shaw
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Fergus Navaratnam-Blair from National Research Group to discuss the evolution of male characters on-screen in Hollywood and what the next generation wants to see from male archetypes. Fergus explains who young men currently look up to the most in 2024 and how these role models have shifted over the years. They discuss the more fictionalized characters and superheroes in popular culture, how Hollywood sells masculinity to young men, and whether there is a market opportunity for storytellers to make new male characters that resonate with the next generation (02:40). Matt finishes the show with a trifecta of opening weekend box office predictions for ‘Terrifier 3,’ ‘Saturday Night,’ and ‘The Apprentice’ (25:14).
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Host: Matt Belloni
Guest: Fergus Navaratnam-Blair
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Bloomberg’s Lucas Shaw to discuss the ‘Joker: Folie à Deux’ flop and its ramifications for Warner Bros. Discovery and the DC Universe before getting into the latest shakeup at Sony Pictures, where CEO Tony Vinciquerra has stepped down and is being replaced by COO Ravi Ahuja. They talk about the state of Sony Pictures, why it never entered the Streaming Wars and instead opted to sell its content to other companies, how its balance sheet looks compared to other studios, its lack of major franchises, and how it’s positioned moving forward (03:01). Matt finishes the show with a prediction about ‘Joker: Folie à Deux’ director Todd Phillips’s next movie (25:16).
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Host: Matt Belloni
Guest: Lucas Shaw
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by New York Times awards season reporter Kyle Buchanan to preview the 2024-25 Oscar race now that the table is mostly set. Kyle sets the table for a fascinating Oscar season—one without a clear front-runner like ‘Oppenheimer’ was last year—and highlights the biggest narratives that have emerged, including the movies with the strongest momentum, early 2024 films that could make a last-second surge, and other burning questions (02:09). Matt finishes the show with a prediction about the MLB playoffs (28:28).
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Host: Matt Belloni
Guest: Kyle Buchanan
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Puck’s Dylan Byers to discuss the economic realignment that is coming to television and the beginning of the end of the on-air star system in television. They talk about Hoda Kotb’s exit from ‘The Today Show,’ the outsized contracts for news TV hosts, how much these hosts still move the needle for the business of TV news, how the on-air business of sports differs from TV news, and whether news can successfully transition to streaming (02:33). Matt finishes the show with an opening weekend box office prediction for ‘Joker: Folie à Deux’ (25:49).
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Host: Matt Belloni
Guest: Dylan Byers
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Bloomberg’s Lucas Shaw to discuss how the way that actors make money in Hollywood is changing, pivoting from up-front buyouts to a more traditional model of back-end-contingent profit participation. They discuss which model makes the most sense in 2024 and beyond and how this might differ for talent and talent representation (03:47). Lucas sticks around to announce the results of the 2024 Concert Tour Draft from 'The Town' (26:03).
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Host: Matt Belloni
Guest: Lucas Shaw
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Justine Bateman—writer, director, producer, and SAG-AFTRA negotiation committee consultant on the use of AI— to check in on the latest developments on AI in entertainment. They discuss Lionsgate’s new deal with AI company Runway to make movies and shows more efficiently, Meta’s new deal with celebrities to voice a new AI chatbot, and whether other studios will follow suit (02:24). Matt finishes the show with two opening weekend box office predictions for 'Megalopolis' and the animated film ‘The Wild Robot’ (26:03).
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Host: Matt Belloni
Guest: Justine Bateman
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by actor, writer, producer, and director Mark Duplass to discuss the process of independently financing your own television show, as he did with his new show ‘Penelope’ on Netflix, and he makes the case for why more people should be doing this. Additionally, they talk about the biggest differences between the television and film business models, why indie film is so much more popular right now, and how the indie TV model could be lucrative for A-listers (02:19). Matt finishes the show with a prediction about the season premiere of 'Saturday Night Live' (25:47).
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Host: Matt Belloni
Guest: Mark Duplass
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Bloomberg’s Lucas Shaw to discuss Netflix’s latest “data dump” revealing their most-viewed shows and movies over the first half of 2024. They parse the numbers and give their biggest takeaways from the data release, as well as look at the broader state of streamer transparency (02:49).
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Host: Matt Belloni
Guest: Lucas Shaw
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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Matt is joined by Sasha Weiss, deputy editor at New York Times, to talk about the battle over the nine-hour multipart Prince documentary helmed by Oscar-winning filmmaker Ezra Edelman (‘O.J.: Made in America’) that is at risk of never releasing. They dive into Sasha’s latest reporting, which revealed how this project was stranded after a surprising objection from the late music icon’s dueling estates that the film is too long. They talk about Netflix’s role in this battle, what the doc reveals about Prince, and whether there is more to this story (2:26). Matt finishes the show with a prediction about the viewership numbers for the next six months on Netflix (26:53).
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Host: Matt Belloni
Guest: Sasha Weiss
Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo
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