Scott Galloway
๐ค SpeakerAppearances Over Time
Podcast Appearances
And the breakup fee, you know, Netflix got $160 billion technically for not doing this deal.
And, I mean, we're getting to the point where Netflix could take the money that they're registering from not buying Netflix.
Warner Brothers and the increase in their stock price, and now they're in striking distance of potentially buying Disney.
Disney's got about a $200 billion market cap.
So close second in terms of winners, Ted Sarandos and Netflix from showing discipline and walking from a deal that made no sense.
In addition, if I were them and I were more Machiavellian, I would start firing up my lobbyists and start questioning this deal, lawsuits everywhere,
And I would try and not scuttle this deal, but delay it.
And it's gonna put most of Hollywood into a sense of stasis.
I have a deal at Netflix.
During this period, it was sort of, I don't wanna say on hold, but there was a lot of insecurity around what they were gonna do.
Supposedly CBS and Paramount are in a bit of like flux right now for a lot of different reasons.
So the insecurity here is gonna be,
Meanwhile, Tetzarandos can say to his creative team, just for shits and giggles, what could we do?
What else could we do with $120 billion?
Could we become the biggest sports network in history and go out and buy a bunch of rights, Olympics, NFL?
Could we decide that we're going to be the most dominant streaming media platform in all of Southeast Asia, Latin America, and Africa over the next decade?
I mean, there's just, they've got a lot of firepower now that they weren't gonna shoot at this.