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Morning Brew Daily

Hollywood Hates Netflix’s WBD Takeover & Apple Dazed By Leadership Exodus

08 Dec 2025

Transcription

Chapter 1: What is the main topic discussed in this episode?

1.246 - 20.056 Unknown

The best B2B marketing gets wasted on the wrong people. In what possible world do I need the seven pound bag of wasabi peas that social media is obsessed with showing me? To reach the right professionals, use LinkedIn ads. LinkedIn has grown to a network of over 130 million decision makers. You can target your buyers by job title, industry, and more.

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20.336 - 34.51 Unknown

Spend $250 on your first campaign, and LinkedIn will even give you a $250 credit on your next one. Just go to LinkedIn.com slash MBD. That's LinkedIn.com slash MBD. Terms and conditions apply only on LinkedIn ads.

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36.667 - 44.901 Neil Fryman

Good morning for Daily Show. I'm Neil Fryman. And I'm Toby Howell. Today, why everyone is angry about Netflix's takeover of Warner Brothers.

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45.281 - 52.313 Toby Howell

Then something is rotten inside of Apple. It's Monday, December 8th. Let's ride.

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56.528 - 78.047 Neil Fryman

Good morning and welcome back to the week. I know it's not exactly my lane to comment on design trends, seeing as I don't follow any, but couldn't help but notice that Pantone released its color of the year for 2026 late last week. And it was a true shocker, an off shade of white. The first time Pantone has gone white in the 26 years it's been choosing a color of the year.

78.027 - 95.196 Neil Fryman

As Pantone sees it, the white shade called Cloud Dancer is, quote, a symbol of calming influence in a frenetic society, a blank canvas upon which we can start anew, peace, unity, and cohesiveness. Others saw it quite a bit differently, saying white was a bailout choice and at odds with the tempestuous political climate.

95.496 - 99.563 Neil Fryman

Either way, Toby, I think this means you have to wear a white tux to your wedding next year.

99.779 - 121.27 Toby Howell

I think that's a good idea. I think there will be a white dress involved. So we got half of it covered already. Pantone's Instagram announcing this was a kind of a battlefield, honestly. There was 13,200 comments under the post. The general vibe was white for real. Some people called it a recession indicator because how can the color of the year have no color?

121.631 - 136.074 Toby Howell

And I thought I was going to be a hater of this too, if not for one specific fact, the name. Cloud Dancer is sick. Oh, what color is that wall? Oh, that's Cloud Dancer. What color is that cable knit sweater you're wearing? Oh, this? This old thing? This is Cloud Dancer. So the color itself?

Chapter 2: Why is Hollywood upset about Netflix’s takeover of Warner Bros. Discovery?

137.858 - 146.914 Toby Howell

Let's ride. All right. Now a word from our sponsor, LinkedIn Ads. Neil, what's the last thing you spent $250 on and did it make you truly happy?

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146.978 - 151.43 Neil Fryman

Gold and no. Turns out $250 doesn't get you a lot of gold.

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151.45 - 162.338 Toby Howell

Well, that money could be better spent with LinkedIn ads. They have the highest B2B return on ad spend of all online ad networks and a network of over 1 billion professionals and 130 million decision makers.

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162.318 - 171.151 Neil Fryman

You can target your buyers by job title, industry, company role, seniority, skills, company revenue, so you can stop wasting budget on the wrong audience.

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171.251 - 184.731 Toby Howell

Right now, spend $250 on your first campaign on LinkedIn ads and get a free $250 credit for the next one. Just go to LinkedIn.com slash MBD. That's LinkedIn.com slash MBD. Terms and conditions may apply.

184.711 - 199.767 Neil Fryman

Netflix has sent an earthquake rippling from SoCal to DC after agreeing on Friday to buy Warner Brothers Discovery. Worth $83 billion, it's Netflix's largest purchase by far and cements the Silicon Valley disruptor as the new emperor of Hollywood.

200.127 - 220.953 Neil Fryman

In buying WBD, Netflix will acquire one of the most valuable and iconic movie studios and libraries in existence, which includes DC Comics, Harry Potter, and HBO's entire portfolio. Speaking of HBO, Netflix will also take control of HBO Max, the third largest streaming service with about 130 million subscribers. You already know who's number one.

221.394 - 239.42 Neil Fryman

Co-CEO Ted Sarandos acknowledged the deal was a departure from the company that has typically built things internally instead of buying them from the outside. I know some of you are surprised we are making this acquisition, he told analysts on Friday, but this is a rare opportunity that will help us achieve our mission to entertain the world. He's right about one thing.

239.58 - 257.701 Neil Fryman

This is going to be entertaining because the merger announcement is just the start of what could be years of drama. Already, Hollywood labor groups and some politicians have come out against the deal, saying it would give Netflix an illegal monopoly over the entertainment industry. Plus, the companies that Netflix beat out to buy WBD probably aren't going to sit still.

Chapter 3: What challenges does Netflix face after acquiring Warner Bros. Discovery?

1010.729 - 1012.652 Toby Howell

A new K car in Japan costs around

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1012.632 - 1037.745 Toby Howell

ten thousand dollars while used one can go for as little as five compare that to the average new car price in america which just surpassed fifty thousand dollars for the first time and you see the appeal now before you start dreaming of a diminutive road trip there remain some major hurdles before k cars can make it onto american roads mostly tied to safety regulations but neil the fact that we're talking about these tiny cars at all feels like a win

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1037.843 - 1059.74 Neil Fryman

Everyone seems to be infatuated with these tiny Japanese cars, whether from President Trump all the way on down. They are so cute. They are so delightful. That said, when you're talking about what Americans actually want to buy in terms of cars, it is not these. They don't even want sedans. Pretty much every carmaker has stopped making sedans for the North American market.

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1059.94 - 1061.623 Neil Fryman

Ford only sells one sedan.

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1061.603 - 1087.155 Neil Fryman

actual car today that's the mustang chevy only makes one actual car sedan today that's the corvette so there is very little demand people yes they are fun and cute to look at but when you're actually thinking about hey what do i want to drive on the road what do i want to drive on a highway and you go out in your car currently and you see suvs and all these other heavy trucks on the road you're saying actually the tiny car is the last thing that i want if i want to keep my family safe

1087.135 - 1109.467 Toby Howell

It would take a rewriting of NHTSA rules. Basically, they're just way too small. They don't have basic features like a airbag sometimes or roll bars or things that just you have to have to drive on American roads today to go along with the fact that cars are becoming bigger and heavier. So even if you do fudge the safety regulations, would families want to endanger their family?

1109.487 - 1121.725 Toby Howell

Because when you're going up against a Ford F250 and you're in a K car, suddenly it doesn't seem as cute anymore. So Yes, both from a consumer perspective, there's some headwinds, but also from a regulation perspective.

1121.745 - 1145.982 Neil Fryman

If you do want one, though, you can get one into the United States. There is a measure that is meant to accommodate classic car collectors that allows you to import certain cars. So there were an estimated 7,500 K cars imported into the United States last year under this car collecting measure. So it is possible to get one. You probably won't be able to take it on the road.

1145.962 - 1165.033 Neil Fryman

Highway, certainly not, and barely any roads unless there's this whole rewriting of the federal vehicle safety landscape, which Transportation Secretary Sean Duffy was asked about this after Trump said we should get Japanese K cars on the roads. He said, like, we're looking into it. We're looking into it. But don't expect anything to happen soon.

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