Scott Galloway

It's a lot.

But I interviewed him on stage in L.A., and I gave him, you know, an opening.

I said, isn't a creative community going to scream out in horror when this...

when this acquisition closes and because of the AI and trying to find efficiencies for overpaying, I gave him, I set him up to, and he just, he immediately pivoted to something else and said, he hopes they do well.

I just don't, he's just not that, he's not of that ilk.

No, I think they're shooting themselves in their own feet and they want to blame other people.

That sounds more accurate to me.

Every step of the way, this acquisition feels clottish.

And the debt is the debt.

That's what it is.

And one of the things I want people to focus on is there's a huge amount of debt.

The ugliness is not now, even though there's a lot of ugly right now.

It's going to happen once the deal is struck because these people cannot keep the promises they've made.

They're not very good promise keepers.

Some might call them mendacious at times.

But they will not be able to keep up what they are saying they're going to do.

And that's when the ugliness will truly start, when they have to make these cuts, which have to be significant.

No matter what they say, unless Larry Olsen decides to just take his money and bankroll the whole thing, which I don't think he will, this is going to be tough for Hollywood.

And they know it.

And I think they're going to have real troubles.