Netflix vs Paramount: Disney’s $1B OpenAI Bet & How AI Is Reshaping Hollywood

Daniel Frankel and David Bloom close out a momentous 2025 with a wide-ranging Next TMT Talks episode covering the collision of AI, Hollywood consolidation, streaming wars, and legacy media economics.From Netflix’s high-stakes battle with Paramount and Warner Bros to Disney’s surprising $1B partnership with OpenAI, this episode explores how power, money, and technology are reshaping entertainment faster than regulators — or studios — can react .• Netflix faces bipartisan antitrust pressure as the Warner Bros deal drags on• Paramount–Skydance’s hostile bid sparks DC scrutiny over foreign investors• Disney invests $1B in OpenAI and integrates Sora — with heavy guardrails• Why AI video is improving faster than anyone expected (Coca-Cola’s AI ads)• The future of user-generated content in games, film, and TV (Overwolf)• Why mid-budget adult dramas are disappearing — and why Netflix may save them• Fallout from Golden Globes “shakedown” tactics and awards-season economics• Pay TV posts its first growth quarter in years — is linear stabilizing?• Cloud gaming, Samsung TVs, Fallout, GTA Online, and Microsoft’s big bet• College football playoffs land on HBO Max — a new sports distribution reality🎙 Hosted by Daniel Frankel & David Bloom🗞 Subscribe to the free weekly newsletter → https://nexttmt.comChapter List:00:00 Introduction to Next TMT Talks01:17 Warner Brothers Acquisition and Regulatory Challenges04:05 Disney's Investment in OpenAI and AI in Media08:11 Coca-Cola's AI Christmas Ads and Video Evolution10:33 The Future of Video Entertainment and Mergers17:53 Antitrust Concerns and Foreign Investments in Media21:34 The Decline of Mid-Budget Films and Industry Changes25:25 The Golden Globe Controversy29:32 The Impact of Awards on Film Careers33:51 The State of Pay TV and Streaming39:13 Emerging Trends in Streaming and Gaming