The Filmcast Ep. 853 - Jay Kelly
Dec 9, 2025
David and Jeff dive into the game-changing potential of Netflix's acquisition of Warner Bros., discussing its impact on theatrical releases and the industry overall. They tackle the complexities of corporate consolidation, including fears of layoffs and price hikes. The hosts share their thoughts on Jafar Panahi's gripping film, 'It Was Just An Accident,' and Jeff humorously highlights Peacock's sitcom 'Stumble.' Lastly, they review Noah Baumbach's 'Jay Kelly,' exploring themes of fame, regret, and the bittersweet realities of Hollywood stardom.
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Consolidation Will Shift Hollywood's Center
- Netflix acquiring Warner Bros would centralize massive IP under one platform and reshape Hollywood's power structure.
- David Chen and Jeff Cannata warn centralization reduces studio diversity and creative options for creators.
Promises Fade After Big Media Deals
- Major media mergers often promise continuity but later cut costs via layoffs and restructuring.
- Jeff Cannata and David Chen expect price hikes and reduced theatrical support after such acquisitions.
IP Brings Non-Streaming Stakes
- Netflix gains gaming, comics, theme-park-adjacent assets with Warner Bros, creating strategic options beyond streaming.
- David Chen questions whether Netflix will invest in those businesses or strip them for cost savings.