Zero Marginal Cost and the Streaming Revolution

Netflix wants to buy Warner Bros. Discovery. Paramount Skydance wants to buy Warner Bros. Discovery. Both for many billions of dollars. Why? We break down the $70 – 100 billion bids, the Ellison–Trump court politics, and why this could mark the final enclosure of the film industry by tech.

Also: James chronicles the history of film industry disruption, and Raph reveals his long-awaited top ten movies of 2025 list.

We also provide some follow-up on prediction markets after last weeks episode.

Go to https://www.downround.net/ to sign up for PREMIUM and get ad-free listening PLUS an extra episode every week.

See omnystudio.com/listener for privacy information.