Caroline Hyde

Let's bring in Ross Gerber, CEO and president of Gerber Kawasaki for more.

What's interesting is we've heard from President Trump that there might be an issue of Netflix becoming so significant in size.

You own Netflix shares.

What do you make of it?

Well, I think there's some truth to that.

Netflix is sort of the big monster out here in Hollywood, and there's only so many places to sell your movies.

So if you take out Warner Brothers, you're basically going to TED even more often to try to sell projects.

So there is some truth to that.

I think when you look at the broader media landscape, you know, I'm not worried on a monopolistic sort of perspective, but it certainly creates less competition, not more.

Ross, one of the distinctions between the two bids is that Netflix is not just being just the studios and streaming platform business, but it is a cash and stock deal.

That might seem a little bit dry, but as a Netflix shareholder, it assumes that there will be some increase in value, right, if the merger goes through.

What is your kind of perspective on that?

Well, that was what I was thinking about last night and what I tweeted this morning, that when I really sat down and thought about it, I still think the Netflix bid is superior because of this issue.

Because when you do an all-cash deal, you basically say all current owners will not participate in any future profits.

of the company.

And if I was a Warner Brothers shareholder, I would want some of the Netflix stock as part of the deal, because why would you want to give up all the upside of now being a part of basically the most powerful company in the history of Hollywood?

So, you know, that's what I tweeted this morning.

I think Ellison is going to have to come up with another two to three dollars one way or another in this bid to really be superior to the Netflix price.

From what I understand, you don't own Paramount Skydance.

Used to, but don't now.