Prof G Markets Netflix Wins the Warner Bros. Bidding War
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Dec 8, 2025 Scott Galloway and Ed Elson dive into Netflix's monumental $72 billion acquisition of Warner Bros., debating its implications for the streaming landscape. They explore potential antitrust challenges and how this deal could reshape the creative community. Shifting gears, they discuss the anticipated Anthropic IPO, comparing AI market trends now to the dot-com bubble. Lastly, they address the Trump Account Program aimed at supporting kids, advocating for broader reforms to enhance education and tackle wealth inequality.
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Netflix's Market Power Risk
- Netflix's acquisition of Warner Bros. would concentrate must-have IP and reduce competition across streaming and premium content.
- Scott Galloway predicts antitrust challenges and consumer/creative backlash that could block or force divestitures.
My Missed Netflix Windfall
- Scott recounts buying Netflix shares decades ago and selling for a tax loss, missing massive gains.
- He uses the story to highlight regret and Netflix's extraordinary rise from DVD-mailing to streaming giant.
AI Narrative Beats Fundamentals
- The AI market moved from exuberance to a 'wall of worry' where narrative now outweighs fundamentals.
- Anthropic's IPO timing and positioning as a responsible enterprise AI could outperform OpenAI in valuation and sentiment.