Sanmeet Deo

speaker
295 appearances 5 recordings 1 series first heard Oct 2025 last heard 12 Apr

Sanmeet Deo’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Apr OctJan 26AprJulnow

Recordings per month over the last 12 months — 5 in all, peaking in Apr 2026 with 1.

Appearances

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And that gets my, my thumb to go kind of sideways and go sideways.
Okay.
Heading towards up because, um, you know, and look, I, I, I also give it a thumbs up for the management team.
You know, this is a seasoned, very intelligent management team has been around with Netflix for a very long time.
I can't imagine they do something like this without having a very clear idea of how they're going to manage it all because they know what they have with Netflix without,
Warner Brothers Discovery, they want to make sure it continues on.
So I've always been fond of the management team.
I don't think so.
I think that Paramount's going to try their hardest to get this asset, which rightfully so, they should.
But I think that Netflix is going to win out.
And I think that even though there's regulatory concerns, one thing I was reading through is the argument for, it's not just about streaming dominance.
Netflix is going to argue total views, which you have YouTube in there, or screen time views, I should say.
And you have YouTube in there, which is a dominant, dominant
eyeball generator, I guess you could say, for screen time.
They have their own share of movies and other things.
A lot of the younger generation watches more of YouTube in short form than they do of streaming.
They might be able to win an argument there with the regulators in terms of that this isn't as monopolistic as people might think.
Well, prediction markets basically, in essence, are if you think of the movie Rat Race, where the rich guys are betting on anything and everything happening in the whole, like, you know, the movie.
That's kind of what prediction markets are.
So, you know, the recipe for the explosion was really...
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