Streaming Is Breaking — Netflix, AI & Hollywood’s High-Stakes Gamble | Next TMT Talks
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Streaming Is Breaking — Netflix, AI & Hollywood’s High-Stakes Gamble | Next TMT Talks
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概要
Hollywood isn’t just negotiating deals — it’s fighting for its future.
In this episode of Next TMT Talks, David Bloom and Daniel Frankel break down the escalating Netflix vs. Paramount showdown, why billions in debt are colliding with falling content costs, and how AI may quietly be rewriting the economics of the entire media business.
As studios chase consolidation, niche streamers discover unexpected AI revenue, and tech platforms reshape distribution, one question hangs over everything:
What is a media company actually worth now?
🔥 Topics Covered
Netflix forcing Paramount to show its hand
The real risks behind Hollywood’s biggest merger fight
AI training data deals creating new revenue streams
Why Amazon aggregation keeps winning
Apple Podcasts moving into video territory
ByteDance’s AI video tools spooking studios
NBC’s sports dominance and Peacock’s strategy problem
Xbox and the slow disappearance of the console era