Rick Munarriz

Now it's even more default, default cable.

I hate that Paramount stock went up when Netflix stock went down when they had announced a deal last week.

To me, this was like, well, there's no fairness here.

But yeah, I see why Paramount's doing this.

And again, not only is it more money, it's going to be very tempting for the Warner Brothers Discovery Board to look at this.

First of all, it's more money.

So that right away says, well, hey, you know,

shareholder, you know, we got to do right by our shareholders.

And also, this is going to have a clear path to just clearing the regulatory, antitrust regulatory barriers.

Even though Paramount Skydance just added Paramount just a couple of months ago, they're still not this monster that anyone's really scared of.

So, I think this is the kind of thing that would definitely put Skydance, Paramount, and Warner Brothers, all three together in one company, would be very, very interesting, very, very compelling.

competitive.

They don't have the money on their own.

They're turning to sovereign wealth funds, which I know seems like a weird thing, but Electronic Arts had the same thing a couple of months ago.

We're already used to this by now, that sometimes you're getting international money with these deals, but they're not doing governance to the actual thing, so that's good.

I think it's an interesting thing.

I don't think this is the last word,

i hope this doesn't become a bidding war because then whoever wins will be a loser whether it's paramount or netflix but i'm really curious how this yeah definitely a story that was already interesting became much must watch tv right now okay yes or no sandmeat will there be an ongoing bidding war for warner brothers discovery

I'm going to go with a beat and raise on this one.

I guess I'll explain it later, but I think you just want me to say beat and raise right now.