The Town with Matthew Belloni The Hollywood Stock Market: The Rock, Louis C.K., Kevin Feige, Sora 2, and More!
46 snips
Oct 13, 2025 
Lucas Shaw, an entertainment reporter at Bloomberg and host of its Screen Time event, joins to break down the Hollywood Stock Market. They discuss whether AI's 'Sora' is overhyped and why Comcast is looking vulnerable. Shaw argues for Dwayne Johnson's ongoing box office appeal while selling Glenn Powell as potentially overvalued. The duo predicts Louis C.K.'s strong comeback due to successful touring and debates the future of scripted shorts versus microdramas. They also touch on Kevin Feige's precarious position at Marvel, making bold bets on entertainers and trends.
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Episode notes
AI Will Augment, Not Replace Film Talent
- Treat the Sora/AI panic as tool adoption, not replacement of filmmaking overnight.
- Expect AI to remove routine tasks but not replace main actors or directors soon.
Comcast Lacks A Clear Future Play
- Comcast faces strategic confusion as broadband weakens and entertainment units lag.
- Declining subscribers and unclear Peacock/Versant outcomes make the stock a risky hold.
Dwayne Johnson's Enduring Commercial Appeal
- Dwayne Johnson remains a durable commercial star despite individual flops.
- He will continue to generate box-office and franchise value across big tentpole films.