The Information's TITV Netflix-WBD $82B Blunder, Apple Succession Plan, Inside Dude Perfect’s Booming Empire | Dec 5, 2025
23 snips
Dec 5, 2025 
Martin Peers criticizes Netflix's $82.7 billion acquisition of Warner Bros., calling it a major blunder due to regulatory challenges and strategic missteps. Jemima McEvoy highlights Broadcom's emergence as a leader in AI chips under CEO Hock Tan, known for his frugal management style. Jessica Lessin discusses the intensifying rivalry between OpenAI and Google, while Andrew Yaffe shares insights into Dude Perfect's successful expansion from YouTube into a multifaceted media and consumer products empire.
AI Snips
Chapters
Transcript
Episode notes
Deal Creates Massive Regulatory Risk
- Martin Peers calls Netflix's $82.7B Warner buy
Acquisition Adds Overlap, Not New Subscribers
- The deal buys Warner Bros. studio and Max streaming but excludes cable channels, leaving Netflix with heavy overlap in subscribers.
- Martin argues the acquisition adds little new audience while saddling Netflix with debt and regulatory fights.
Regulatory Opposition Could Kill The Deal
- Martin expects intense antitrust opposition and thinks the deal may collapse under regulatory scrutiny.
- He also believes Netflix may be acting defensively to block rivals like Paramount from acquiring Warner.