Daniel Frankel and David Bloom return for a special mid-week Next TMT Talks update — because the media world moved too fast this week to wait for Sunday.

From Netflix’s shifting stance on Warner Bros to David Ellison’s surprise hostile takeover bid, to AI’s impact on media valuations, to the Stranger Things theatrical finale, this episode breaks down all the chaos in real time.

💬 In this episode (from the transcript)
• Trump confirms a meeting with Ted Sarandos — and says Netflix shouldn’t be blocked
• David Ellison launches a hostile bid backed by Middle Eastern sovereign wealth funds + Jared Kushner
• Netflix execs say they’re “super confident” regulators will approve the deal
• Laura Martin reverses herself — says Netflix doesn’t need Warner Bros’ “anchor” business
• Why Paramount MUST win or risk irrelevance
• Fallout of $6B “synergies” — massive layoffs baked into all scenarios
• Stoller’s theory: Netflix may be kneecapping competitors by tying them up in a mega-deal
• The real end of Hollywood 1.0 — legacy studios being “sold off for parts”
• AI summaries cut publisher traffic by 30%+, freezing media M&A
• Pay TV shows first growth in eight years — YouTube TV + Charter stabilize the sector
• Versant (Comcast spinoff) looks surprisingly healthy in a mature TV world
• HBO Max flubs Mad Men’s 4K release — visible rigs, vomit machines, mislabeled episodes
• AI “slop content” flooding YouTube
• Stranger Things 5 returns huge — and the series finale will debut in theaters on New Year’s Eve

🎙 Hosted by Daniel Frankel & David Bloom
🗞 Subscribe → https://nexttmt.com
📺 Watch full episodes on YouTube
🎧 Spotify & Apple Podcasts

Tags / Keywords:
Netflix Warner Bros deal, David Ellison hostile takeover, Skydance Paramount bid, AI media valuations, Stranger Things theatrical release, pay TV growth YouTube TV Charter, Versant Comcast networks, HBO Max Mad Men 4K, AI slop content, Next TMT Talks, Daniel Frankel David Bloom, streaming wars 2025, Hollywood M&A

Chapters:

00:00 Introduction to Next TMT Talks

01:32 Warner Brothers Discovery Auction and Netflix's Bid

04:16 The Impact of AI on Media M&A

08:32 The Future of Paramount and Netflix

13:03 The End Stage of Hollywood

17:53 The Current State of Pay TV and Streaming

20:52 AI's Influence on Content Creation

21:48 Mad Men 4K Release and Quality Control

23:38 Stranger Things and Theatrical Releases