Netflix, YouTube, and the content moat shrinking

Matt is joined by Jeff Sagansky—a longtime investor, executive, and producer—to discuss the current media landscape and how things are trending as we begin 2026. Jeff previews the M&A deal market for this year, makes the case for Warner Bros. surviving without a merger, shares what it’s like to be a producer in Hollywood right now, discusses the dark age of talent profit-sharing, and explains what investors appear most interested in this year (01:50). Matt then finishes the show with an opening weekend box office prediction for ‘Greenland 2: Migration’ and ‘Primate’ (30:31).

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Host: Matt Belloni
Guest: Jeff Sagansky

Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo

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