It’s time to check back in on the state of the streaming wars, with two binge-worthy conversations. First, Recode’s Peter Kafka talks to analyst Michael Nathanson about Big Media’s new problem: TV ratings are plummeting because all the good stuff is streaming — but now Wall Street doesn’t just want streaming, it wants *profitable* streaming.Then, we travel into the time stream to talk about the past, present and future of the streaming wars with Dawn Chmielewski, co-author of Binge Times: Inside Hollywood’s Furious Billion-Dollar Battle to Take Down Netflix, and Julia Alexander of Parrot Analytics. We discuss the legacy of Seeso, why the real audience of CNN+ may be the people in front of the camera, and when and if we’re getting the bundle back.Featuring: Michael Nathanson, Senior Research Analyst at MoffetNathansonDawn Chmielewski (@DawnC331), U.S. Entertainment Business Correspondent at ReutersJulia Alexander (@loudmouthjulia) Senior Strategy Analyst at Parrot AnalyticsHost: Peter Kafka (@pkafka), Senior Editor at RecodeMore to explore: Subscribe for free to Recode Media, Peter Kafka, one of the media industry's most acclaimed reporters, talks to business titans, journalists, comedians, and more to get their take on today's media landscape.About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Lisa Richwine, a seasoned entertainment reporter, and Dawn Schmielewski, an insightful entertainment business reporter, dive into the world of the 97th Academy Awards. They share behind-the-scenes stories about Oscar campaigns and discuss how recent sociopolitical pressures and wildfires are shaping Hollywood's recovery. The duo analyzes the fierce competition among Best Picture contenders and reflects on the challenges local crews face due to production relocations. Expect insights into campaigning strategies and the evolving dynamics of Diversity and representation in the Oscars.