Cordkillers (All Audio)

Cordkillers 574: Movies Anywhere But Here

24 snips
Nov 12, 2025
A major shakeup as Movies Anywhere drops Google Play and YouTube support amidst Disney and Google's clash. Netflix teases the final season of Stranger Things, while Amazon dives into the Mass Effect universe. Exciting news about a Gremlins revival with Spielberg at the helm, and Paramount Plus snags rights for Professional Bull Riders events. The hosts also delve into the creative choices behind the upcoming Toy Story 5 and explore the implications of AI in filmmaking with indie projects. Plus, Netflix aims to build a video podcast section by 2026!
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INSIGHT

Platform Promises Are Fragile

  • Movies Anywhere's value erodes when major partners like Google pull out, exposing the fragility of platform promises.
  • Tom Merritt links the Google–Disney carriage dispute to Google Play/YouTube leaving Movies Anywhere as a strategic escalation.
INSIGHT

Carriage Wars Are Strategic Positioning

  • The Disney–YouTube TV carriage fight centers on future leverage, not immediate losses, so both sides tolerate short-term pain for long-term positioning.
  • Tom argues Disney wants to lock high carriage fees now before YouTube TV gains more leverage.
INSIGHT

Most Users Won't Notice Short Disruptions

  • Most consumers barely notice Movies Anywhere, so temporary disruptions often resolve before broad awareness grows.
  • Tom predicts the carriage dispute will likely be short-lived and Movies Anywhere restored.
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