When Endeavor went public in 2021, the agency pulled out all the stops to present itself as innovators and a disruptor — the kind of terminology Wall Street loves from tech companies. But, as it often goes with the media companies that try the same tack, “investors never fully bought it,” says David Lidsky, who joins to evaluate Endeavor’s recent decision to go private again. Also: Sean McNulty and Elaine Low discuss the culmination of Disney’s proxy war, and Peter Kiefer joins to break down his story on Silicon Valley’s new ideology around AI and why Hollywood should pay attention.
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