Julia Alexander

speaker

609 appearances 3 recordings 3 series first heard Nov 2025 last heard 11 Jun

Julia Alexander’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 1.

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Decoder with Nilay Patel · Netflix is eating Hollywood — because it has to · 29 Jan 2026 podcast

And can we create some kind of integration using the cloud computing aspects that we have to make this so that we collect a lot of data?

So we collect a lot of data and we do something with this.

And down the road, what actually is worth the gold bars is not the content, but kind of everything we're collecting around that content, which is very Mark Zuckerberg, right?

It's very like Sundar Pichai.

It's very much like this is what we, where a lot of the value of what we do comes in.

But the issue there is like, you have to have people on these platforms in order to collect that amount of data, to make it valuable, in order to kind of find what's really fascinating or interesting and

worth doubling down on investment-wise, you have to have the audience.

And Paramount Plus, even with a combined HBO Max, makes up a sliver of attention and engagement in the United States.

Both of them barely have any global presence.

They don't have really any global owned and operated presence because all their streaming platforms are in conjunction and partnership with other

companies and other distribution platforms in order to kind of try and scale.

And TikTok, which was down apparently this weekend in its first US debut again, or re-debut, like whether or not TikTok has the staying power now versus whether people go over to Instagram or YouTube Shorts, like that question of who ends up winning that kind of short form battle, I think makes it really questionable.

But I agree with you.

I don't think someone

who clearly smart, as Larry Ellison, looks at a decaying asset in a decaying industry in a hyper-competitive attention ecosystem and goes like, yeah, this thing's worth $110 billion or whatever, $105, $106 billion cash.

And by the way, we're going to go to Warner Brothers Discovery shareholders and say, you're going to get a bigger payout, basically, and you should go with us and don't worry about the rest of this business because you're going to get paid out for it.

I don't see why he would do that unless there is something far more compelling within what the assets will help generate down the road that are not just pure engagement of people watching Michael Keaton's Batman.

Because the only other answer is like he's a dad with guilty father issues.

I agree.

I agree completely.

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