TBPN Netflix Acquires Warner Brothers, Apple’s Leadership Shakeup, SpaceX Prepares For IPO | Diet TBPN
45 snips
Dec 6, 2025 Netflix is making waves with its $82.7 billion acquisition of Warner Brothers, sparking talks about regulatory scrutiny and the future of theatrical releases. The hosts dive into how this deal may reshape Hollywood competition and analyze Warner's valuable IP. Meanwhile, they explore Apple’s leadership shakeup as it gears up for the AI era and discuss SpaceX's ambitious IPO plans. The conversation also flirts with the bizarre world of deepfakes and the future of legal AI in law firms, promising insights and humor throughout.
AI Snips
Chapters
Transcript
Episode notes
Netflix’s Bold Warner Brothers Acquisition
- Netflix's $82.7B bid for Warner Brothers would combine huge streaming and studio libraries under one roof.
- The company pledges to maintain theatrical releases and keep HBO Max as a distinct service while integrating content.
Movie Night As Social Ritual
- Speaker 0 recalls going to theaters with friends as a regular social outing instead of drinking or sports.
- He argues theaters will erode over decades but need not die immediately with Netflix promising theatrical support.
Valuation, Debt, And Cost-Saving Tradeoffs
- Analysts warn the deal is expensive at ~27.5x EBITDA and faces regulatory scrutiny.
- Netflix expects $2–3B in annual cost savings by year three but must assume heavy debt to close.