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Netflix just shocked Hollywood with a $72B bid for Warner Bros, the biggest media deal of the decade. But behind the headlines is a fight over market share, regulation, and the future of streaming.

In this episode, we break down:

• Why Netflix is suddenly willing to buy instead of build
• How HBO, Warner Bros, and gaming change Netflix’s strategy
• The regulatory risk (and why Trump and Paramount matter)
• Whether this deal can ever pay for itself
• What this means for the future of streaming bundles and pricing

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Episode Links:

• Netflix press release
• Netflix set to buy Warner Bros. in deal valued at $83 billion (ABC News)
• Netflix Co-Founder LinkedIn Post

Chapters:

•  01:20 Christmas tree banter and setting the stakes
•  03:05 What Netflix is actually buying from Warner Bros
•  07:00 Why Netflix wants Warner Bros and HBO
•  11:45 Can this $72B deal ever pay off?
•  16:30 Ads, bundles and the future Netflix business model
•  20:50 Antitrust risk, Trump factor and hostile bids
•  24:30 Disney, YouTube and the real competitive set
•  28:10 When M&A stops being rational

• Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team

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