More or Less Paramount vs Netflix: Who Really Wins Warner Bros And What's Next?
71 snips
Dec 12, 2025 The hosts dive into the battle between Netflix and Paramount over Warner Bros, dissecting its political and strategic implications. They explore the impact of Starlink on that travel experience and compare Zoox and Waymo's in-car innovations. There's also a sharp discussion on the relevance of narrative in entrepreneurship and the need for delivering value to attract investors. The growing backlash against AI and its resource implications, alongside themes of tech bubbles and IPO predictions, make for a thought-provoking dialogue.
AI Snips
Chapters
Books
Transcript
Episode notes
Inverse AOL–Time Warner Dynamic
- Legacy media valuations can be inflated by modern digital companies buying them, an "inverse AOL-TimeWarner."
- Dave Morin argues Netflix buying Warner would be like trading growth for legacy assets and distract shareholders.
You Become What You Disrupt
- Expect companies to become the incumbents they once sought to disrupt.
- Dave Morin advises founders to accept that disruption often leads to becoming the new legacy and plan accordingly.
Starlink Changed In-Flight Internet
- Brit Morin and Dave Morin reported first-hand experiences using Starlink on flights and noted more reliable connectivity.
- Brit said the internet no longer cuts out during descent, adding about 30 extra online minutes per flight.
