The Town with Matthew Belloni

Lucas Shaw, a media reporter at Bloomberg specializing in streaming trends, joins to unpack Netflix's new strategy of venturing into podcasts. They delve into the significance of Netflix's deal with Spotify for video podcasts and whether viewers will embrace this format. The discussion shifts to Netflix's collaboration with AMC, exploring implications for theatrical releases and the potential for more limited runs. Shaw shares insights on the risks of diluting Netflix’s brand with podcasts and predicts future moves into topical programming.

Edward Saatchi, CEO of Fable and founder of the innovative Showrunner, dives into the intersection of AI and entertainment. He discusses how his app allows fans to create licensed versions of beloved TV shows, shifting Hollywood's perception from fear to curiosity. Edward elaborates on the monetization strategies for studios and the necessity of guardrails to maintain storytelling integrity. With a focus on fan demand and collaborative creation, he envisions AI as a new creative medium, challenging traditional storytelling paradigms.

Eddy Cue, Apple’s Senior Vice President of Services, sheds light on Apple's Hollywood strategy. He reveals that Apple aims to create top-notch content rather than just a vast library. Cue discusses the company's commitment to theatrical releases and its strategic approach to content spending. He also addresses interest in acquiring studios and owning sports rights, emphasizing a long-term vision for Apple TV. The conversation uncovers how Apple measures success and challenges in retaining subscribers, making it clear that Apple is serious about its Hollywood ambitions.

Lucas Shaw, an entertainment reporter at Bloomberg and host of its Screen Time event, joins to break down the Hollywood Stock Market. They discuss whether AI's 'Sora' is overhyped and why Comcast is looking vulnerable. Shaw argues for Dwayne Johnson's ongoing box office appeal while selling Glenn Powell as potentially overvalued. The duo predicts Louis C.K.'s strong comeback due to successful touring and debates the future of scripted shorts versus microdramas. They also touch on Kevin Feige's precarious position at Marvel, making bold bets on entertainers and trends.

Ari Emanuel, longtime Hollywood agent and WME executive chairman, joins the discussion alongside TKO president Mark Shapiro. They explore how NFL rights negotiations could reshape the entertainment landscape and dive into the intriguing story behind the UFC's deal with Paramount versus Netflix. Emanuel shares insights into his relationships with high-profile figures like The Rock and Donald Trump, revealing the dynamics of power and influence in the industry.

Ari Emanuel, a powerhouse in entertainment and co-founder of Endeavor, and Mark Shapiro, a senior executive with a wealth of experience in live events, dive into their new venture, Mari. They discuss the resurgence of live experiences and how changing work patterns might favor a four-day work week. The duo shares insights on navigating the talent business amidst AI's rise, examining how it could reshape Hollywood. They also touch on industry dynamics and speculate on Netflix's potential purchase of Warner Bros., all while keeping the conversation engaging and thought-provoking.

Ben Smith, co-founder of Semafor and former media columnist for the New York Times, joins to discuss David Ellison's $150M deal with Bari Weiss and its implications for CBS News. They dive into Weiss's background and appeal, debating whether her influence will shift CBS's coverage, particularly regarding Trump. The challenges of merging digital strategies with traditional television operations are explored, alongside prospects for centrist content and audience reactions. Will Weiss’s fresh approach revolutionize a legacy network? Tune in for insights!

Lucas Shaw, a Bloomberg journalist specializing in film and media, shares insights into A24's strategic shift towards higher-budget films amid pressures for blockbuster hits. He and Matt Belloni analyze the disappointing box office of 'The Smashing Machine' starring Dwayne Johnson, discussing its hefty budget and underwhelming debut. They explore whether A24 can transition from indie roots to commercial success and the implications of evolving expectations in a competitive landscape, all while reflecting on the challenges of sustaining artistic integrity.

Duncan Crabtree-Ireland, National Executive Director and Chief Negotiator of SAG-AFTRA, dives into the implications of Sora 2, an AI video tool that risks infringing on performers' likeness rights. He discusses the urgency for Hollywood to address these challenges, including why studios have yet to take legal action against OpenAI. Duncan also touches on the controversial AI actress Tilly Norwood and outlines protective measures for performers against unauthorized use. The conversation emphasizes the crucial balance between innovation and safeguarding creative rights.

Geoff Shaevitz, a literary manager and former studio executive at Entertainment 360, joins to explore the revival of spec script sales in Hollywood. He discusses how recent movie successes have reignited interest in original screenplays, highlighting a shift away from packaged deals. Genres like horror and comedies are making a comeback as buyers seek fresh content. Geoff also reveals insights on generating bidding wars and how managers can strategize specs for various studios. The chat concludes with cautious optimism about the future of original films.