The Prof G Pod with Scott Galloway

No Mercy / No Malice: The Streaming Wars and Affordability

143 snips
Dec 13, 2025
The discussion uncovers the impact of the potential Netflix-Warner Brothers deal, raising concerns over market consolidation and consumer choice. Political influences in the acquisition debate add a layer of complexity, while rising subscription costs are linked to broader affordability issues affecting households. Proposals for expanding housing supply and nationalizing medicine aim to address the affordability crisis. Emphasis is placed on trust-busting to encourage competition and reduce the financial burden on consumers.
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INSIGHT

Consolidation Would Crush Choice

  • A Netflix acquisition of Warner Brothers would concentrate premium content and reduce consumer choice.
  • Combining HBO with Netflix could end the ad-free original-content era and centralize power in one streamer.
ANECDOTE

Power Plays Behind The Bids

  • George Hahn admires Netflix's Ted Sarandos but criticizes David Ellison's bid as crony-driven.
  • He highlights Ellison's Trump ties and frames the regulatory fight as politically entangled.
INSIGHT

Define The Market Narrowly

  • Market share looks different if you include YouTube and TikTok as competitors for attention.
  • Regulators should use a narrower market definition focused on premium streaming, not all video attention.
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