Next TMT Talks: The Intersection of Technology, Media and Telecom

From Inertia to Innovation: Inside Broadcast's Cloud Reckoning with Graham Sharp (BCNEXXT) US broadcast has been promised the cloud for over a decade — so why are most operations still running the same infrastructure they had ten years ago? In this ext...

Everyone's talking about Nvidia's $13 billion acquisition of Hugging Face — but there's one angle getting far less attention. This week on Next TMT Networks, editor Dan Jones sits down with Jack Gold, principal analyst at J. Gold Associates, to unpack ...

With streaming’s global digital shelf growing more complex by the day, how can content merchandisers and distributors harness artificial intelligence to ensure their content gets seen? In this hour-long panel discussion featuring guest Lucas Bertrand (...

Data centers, edge infrastructure, and AI RAN economics with Earl J Lum Dan Jones talks with Earl J Lum, President of EJL Wireless, about how New York’s new data center moratorium could shape future state policy, what it means for mega watt and gigawat...

Join Next TMT co-founders David Bloom and Daniel Frankel as they break down the biggest structural shifts hitting media, entertainment, and tech this week. From the slow death of lucrative local sports networks to high-stakes antitrust negotiations, st...

What will the television and streaming business look like three years from now?David Bloom and Daniel Frankel break down the forces reshaping the media industry — from the Paramount–Warner Bros. Discovery deal and the accelerating decline of cable TV t...

In this episode of Next TMT Talks, David Bloom and Daniel Frankel are joined by Rick Ellis of All Your Screens (soon launching Too Much TV) to break down the massive $112B proposed merger between Paramount Skydance and Warner Bros. Discovery. They dive...

David Bloom and Daniel Frankel dive into the biggest shifts reshaping media, tech, and sports entertainment: The Streaming Upfront Shift: How ad-supported streaming tiers (HBO Max, Prime, Netflix) and FAST channels are finally matching viewership—and w...

Ericsson, Samsung, and Nokia are racing to put AI directly into the RAN, but the real question is which approach actually survives the jump from 5G Advanced to 6G. Daryl Schoolar — Analyst & Director at Recon Analytics breaks down what AI RAN really me...

Tubi is quietly building the stickiest rabbit hole in streaming, Paramount and Warner Bros. Discovery are stuck in a deal that could reshape Hollywood, and Netflix just scored an exclusive first look at the biggest video game launch of the year.David B...

After years of losses, is streaming finally becoming a sustainable business? On this episode of Next TMT Talks, David Bloom and Daniel Frankel break down the biggest stories shaping the technology, media, and entertainment industries. They examine Davi...

Roy Chua joins Dan Jones to break down the latest US policy moves, satellite D2D realities, and the ROI on enterprise AI. In This Episode: This week on the podcast, Dan Jones sits down with Roy Chua, Founder and Principal at AvidThink, to analyze the m...

Is the AI Bubble About to Burst? Oracle, Warner Bros., FIFA & Hollywood's Biggest Risks | Next TMT Talks Is the AI investment boom reaching a breaking point? This week on Next TMT Talks, David Bloom and Daniel Frankel examine the growing cracks in the ...

YouTube is making one of its biggest streaming moves yet by adding Peacock Premium to YouTube Premium—but is this the beginning of a new era of streaming bundles? This week, David Bloom and Daniel Frankel unpack what the deal means for YouTube, NBCUniv...

In this flagship edition of Next TMT Talks, David Bloom and Daniel Frankel dive into the latest tectonic shifts across technology, media, and telecom. From streaming market share reality checks to pricing surges and legal battles, here is what’s drivin...

FAST Sports, Merger Wars, Christopher Nolan's Odyssey, & Love Island’s $77M Prediction Craze! David Bloom and Daniel Frankel are back to break down the latest chaotic shifts across technology, media, and telecom. In this episode, the duo dives into the...

As paid streaming services continuously hike prices, inflation-weary consumers are shifting how they balance their entertainment budgets. In this episode of Next TMT Networks, host Daniel Frankel sits down with Jason Platt Zolov, senior consultant for ...

Netflix is rethinking its original programming strategy as audiences consume content differently—and that's just one of the major stories reshaping media this week.In this episode of Next TMT Talks, David Bloom and Daniel Frankel break down:Why World C...

In this episode of Next TMT Networks, Dan Jones sits down with Leonard Lee, Founder and Principal of Nextcurve, to cut through the immense industry hype surrounding satellite handsets, autonomous telco AI, and the true monetization path for 5G network ...

The media industry is undergoing one of its biggest transformations in decades.This week on Next TMT Talks, veteran media journalists David Bloom and Daniel Frankel explain the biggest stories shaping streaming, telecom, entertainment, and technology.*...

In this episode of Next TMT Networks, Daniel Frankel and Dan Jones break down the massive structural earthquakes shaking up the telecom and media landscape—from SpaceX's bold plan to construct a retail terrestrial wireless carrier to Comcast’s historic...

In this holiday-week episode of Next TMT Talks, David Bloom and Daniel Frankel dive into the massive hardware, geopolitical, and entertainment shifts reshaping the industry—from the upcoming 250th anniversary of the U.S. to the passing of one of Silico...

In this flagship episode of Next TMT Talks, David Bloom and Daniel Frankel break down the massive industrial consolidations, macroeconomic forces, and AI dynamics reshaping the telecom, media, and technology sectors coming out of the Stream TV Show in ...

In this episode of Next TMT Networks, Daniel Frankel and Dan Jones break down the massive infrastructure pushes, market moves, and geopolitical realities shaping the modern telecom landscape.First, they dive into Verizon's massive 5G "dome" deployment ...

Dan Jones sits down with Mike Dano of Ookla — one of the most respected analysts in wireless — to dig into the real story behind the SpaceX IPO and what it means for Starlink Mobile's direct-to-device ambitions. 🛰️ Starlink's Two Businesses — The fixed...

Next TMT Networks with Dan Jones Your weekly deep dive into the infrastructure powering everything — wireless, broadband, satellite, and the networks being reshaped by AI, big tech, and government policy. Hosted by veteran telecom reporter Dan Jones, f...

Daniel Frankel and David Bloom dig into the biggest stories in media, tech, and streaming — from Hollywood's complicated relationship with AI to Peacock's TikTok pivot, the slow-motion unraveling of 60 Minutes, and the Paramount-WBD mega-merger's legal...

David Bloom reports live from AI on the Lot in Culver City — the fastest-growing AI filmmaking conference in Hollywood — with 2,000 filmmakers, technologists, and studios gathered next to Amazon MGM's virtual production stage. Amazon's Project Nara is ...

Daniel Frankel and David Bloom dig into the biggest stories in streaming, sports rights, media consolidation, and the AI video revolution in this week's flagship Sunday edition. 🚗 Cars Are the New TVs — The modern vehicle is a rolling screen. What that...

David Bloom and Daniel Frankel break down the week's biggest stories in media, tech, and telecom. 🚀 SpaceX's $1.75 Trillion Valuation — What's actually driving it: Starlink's satellite-to-device dominance, NASA contracts, and government policy tailwind...

David Bloom and Daniel Frankel break down the biggest stories in media, technology, and telecom this week. 📺 The TV OS Power Grab – A Laguna Beach reunion special beat Netflix on Looper Insights' platform visibility rankings. How? Roku put it there. Wi...

Vancouver ate Hollywood — and TV's upfront revolutionAI is upending how television sells ads, EchoStar is breathing its last, and Vancouver just quietly became the world's animation capital. David Bloom reports live from Web Summit.Vancouver ate Hollywood — and TV's upfront revolutionAI is upending how television sells ads, EchoStar is breathing its last, and Vancouver just quietly became the world's animation capital. David Bloom reports live from Web Summit.00:00TV upfronts 2025: impressions are out, ROI is inNBC Universal, Fox, and Warner Bros. Discovery all pitched agentic AI ad systems this week — promising advertisers a direct line from ad exposure to actual purchase. But can legacy TV really close that attribution loop the way Amazon can?07:00Nielsen's measurement crisis and the TCL lawsuitAs Nielsen struggles to transition from analog panels to smart TV data collection, a new class action against TCL highlights just how murky — and legally fraught — TV audience measurement has become.08:00Vancouver ate Hollywood: the animation cluster LA forgot to buildSony Imageworks, Blue Ant Studios (Spider-Verse), and Disney Animation (Frozen 3) are all thriving in Vancouver — with government seed funding, workforce pipelines, and over 100 VFX companies. Meanwhile LA doubled its tax incentive and still can't keep productions home.15:00AI branding, copyright, and the EU's 15% fine cliffCompanies racing to market with AI-generated brands may find they can't copyright what they built — and in the EU, failure to label AI-created content can trigger fines of up to 15% of annual revenue.18:00K-pop Demon Hunters and the Netflix global hit formulaSony Imageworks didn't know what they had. Netflix didn't know what they had. Then superfans found it — and it became Netflix's most watched title. What the surprise runaway hit reveals about how global streaming actually works.26:00EchoStar's endgame: spectrum seized, $40B in deals, a SpaceX stakeDish lost another 366,000 pay TV subscribers. AT&T and Amazon bought $40B of its spectrum. The FCC — under Brendan Carr — effectively forced the sale. EchoStar walks away asset-light with a $10B SpaceX stake and Boost Mobile. Is this the next Yahoo?33:00Charlie Ergen, force majeure, and a very convenient escrowErgen tried to invoke force majeure to avoid paying $2.4B to tower vendors. The FCC required an escrow account. The whole saga — and what it says about doing business in the current regulatory environment.

Vancouver ate Hollywood — and TV's upfront revolution AI is upending how television sells ads, EchoStar is breathing its last, and Vancouver just quietly became the world's animation capital. David Bloom reports live from Web Summit. 00:00 TV upfronts ...

Meta Dethrones Google, Nielsen Holds On & the Musk vs. OpenAI Saga Heats UpDavid Bloom and Daniel Frankel are back with another packed Sunday conversation covering the biggest stories in technology, media, and telecom.📺 Nielsen & TV MeasurementThe so-called "TV measurement revolt" heading into upfront season turns out to be more noise than reality. Nielsen's controversial shift from analog panels to big data — smart TV and set-top-box driven measurement — caused audience numbers to swing dramatically for some networks, triggering a backlash. But with Paramount, Warner Bros. Discovery, and major agencies all re-upping with Nielsen, the legacy measurement giant remains the de facto standard. For now.💰 Meta Overtakes Google in Ad RevenueFor the first time ever, Meta's ad revenue surpassed Google's — $244 billion to $240 billion. David and Daniel dig into what's driving Meta's dominance: hyper-targeted AI-powered advertising across 3.5 billion users on Facebook, Instagram Reels, and WhatsApp. Meanwhile, Google's advantage lies in its enterprise and full-funnel business reach beyond pure consumer advertising. Also on the radar: Amazon's rapidly growing ad business, the struggles of open programmatic platforms like The Trade Desk, and why walled gardens keep getting bigger.📡 FAST TV & Connected TV TrendsNew survey data from Hub Entertainment Research shows 46% of viewers now consider FAST (Free Ad-Supported TV) a must-have, with 60% watching it in addition to their paid streaming services. David and Daniel explore how FAST channels have become the modern equivalent of comfort-food TV — background viewing that fills a very different need than prestige streaming.🎬 Immersive Entertainment: Harry Potter at CosmDavid shares his brush with the premiere of Harry Potter and the Sorcerer's Stone as a shared immersive experience at Cosm — the 87-foot dome venue he calls "the world's greatest sports bar." With the Sphere's Wizard of Oz already surpassing $250 million at the box office for a 90-year-old film, immersive cinema is emerging as a genuine new category that gets people off the couch.🎥 The Streaming Wars & Christopher NolanA detour into the pandemic-era decision by Warner Bros. to release its entire 2021 slate simultaneously in theaters and on HBO Max — and the unintended consequence: Christopher Nolan walked to Universal, made Oppenheimer, won seven Oscars, and now has The Odyssey arriving in two months.🏈 NFL Rights & the Comcast StandoffComcast blacked out NFL Network and Red Zone as leverage in rights negotiations — a signal of just how complicated the NFL's upcoming media rights reset is becoming. With deals being negotiated now for a 2033 landscape, nobody quite knows what distribution will even look like by then.👟 Nike's World Cup CampaignWith the FIFA World Cup arriving June 11th, Nike dropped a cinematic five-minute ad featuring Timothée Chalamet, Bad Bunny, Lionel Messi, Trinity Rodman, Lamine Yamal, and a de-aged David Beckham. David's marketing industry contacts called it exactly the kind of cultural moment Nike is known for — and the kind Adidas has been trying to match.⚖️ Musk vs. OpenAIThe trial continues to unfold. A personal diary kept by OpenAI co-founder Greg Brockman was entered into discovery — and reportedly contains entries that support Musk's legal premise that converting OpenAI from nonprofit to for-profit amounted to misappropriating donor funds. David's takeaway: don't write anything in a diary you wouldn't want read aloud in court.🔗 Links & ResourcesSubscribe to the Next TMT newsletter: nexttmt.comListen on Spotify, Apple Podcasts, and YouTubeLike, share, subscribe, and let us know what you think.

Here are polished show notes ready to paste into Beehiiv: Next TMT Talks | Episode Show Notes Meta Dethrones Google, Nielsen Holds On & the Musk vs. OpenAI Saga Heats Up David Bloom and Daniel Frankel are back with another packed Sunday conversation co...

Disney about to walk away from broadcast television? What does Jimmy Kimmel's FCC trouble actually mean for free speech and media? And what does the former head of EA and Unity think about the future of gaming? David Bloom and Daniel Frankel break it a...

At NAB 2026, David Bloom sits down with Matt Smith, Chief Evangelist at Akta, to discuss how AI is reshaping broadcasting, streaming, and digital media workflows. From automating metadata tagging and improving monetization, to creating more efficient c...

Cable TV is fading fast — but what comes next? In this episode of Next TMT Talks, David Bloom and Daniel Frankel break down the massive shifts reshaping media, technology, and telecom. We dive into the decline of traditional cable giants like Comcast a...

Live from NAB Las Vegas, David Bloom and Daniel Frankel break down the biggest trends shaping media, sports, streaming, and broadcast technology. This episode of Next TMT Talks covers: 🏀 Why Peacock is gaining momentum after the Super Bowl, Olympics an...

This week on Next TMT Talks, David Bloom and Daniel Frankel break down the biggest stories shaping the media, streaming, and sports business. From consumer confusion over streamer brands to the future of NFL media rights, Netflix's valuation, Amazon's ...

This week on Next TMT Talks, David Bloom and Daniel Frankel break down the biggest stories shaping the future of technology, media, and telecom. This episode dives into: The growing battle over the NFL's broadcast rights and antitrust protections Why t...

David Bloom and Daniel Frankel cover a packed week in tech, media, and telecom. Netflix raises prices again as consumers feel the squeeze. Taylor Sheridan delivers Paramount+'s biggest show ever with The Madison. YouTube's CEO blames parents for the pl...

Next TMT Talks | Dean Devlin on Streaming, AI & Adapting TikTok for TV Hollywood producer and Electric Now co-founder Dean Devlin sits down with Next TMT's Daniel Frankel to talk about the future of free ad-supported streaming, his journey from big-bud...

David Bloom and Daniel Frankel break down a packed week in technology, media, and telecom. California AG Rob Bonta steps up as a watchdog on media consolidation while the FCC waves through massive station group buyouts. The new Disney CEO wants creativ...

Sports may be the most valuable content in media — but the streaming era is making it harder than ever for fans to find the games they want to watch. In this episode of Next TMT Talks, hosts David Bloom and Daniel Frankel are joined by Jon Giegengack, ...

Media veteran Robert Rose joins Daniel Frankel to talk about 20+ years in the TV business — from syndicating American Latino to launching travel series Raw Travel. They get into what it actually takes to survive as an independent producer, why broadcas...

David Bloom and Daniel Frankel break down the biggest stories in media this week: what new Disney CEO Josh D'Amaro needs to do, whether ESPN and ABC should be spun off, and what the Oscars ratings dip really means. Plus — the new tech changing how we w...

In this packed episode of Next TMT Talks, hosts David Bloom and Daniel Frankel dive into everything shaping the future of tech, media, and telecom:🏈 NFL Rights Showdown – The massive costs facing broadcasters trying to hold on to game-day glory.🎬 Warner Bros’ Historic Oscar Sweep – Nine #1 openings, two Best Picture favorites, and why David Ellison’s big film push might change Hollywood’s math.🎥 Netflix & Theaters? – Can the streamer go big-screen again without losing its binge-happy audience?💸 FAST & Free Sports Streaming – How live sports are secretly driving ad-supported TV growth—and new players cashing in.🏀 WNBA Contract Drama – Record ratings, new superstars, and a possible work stoppage right as the league takes off.🛹 X Games League Launch – Inside the first-ever athlete draft and what it means for the future of action sports.👔 Adobe & Disney CEO Shakeups – Leadership exits in the middle of an AI transformation wave.Plus: Taylor Sheridan’s new series The Madison, Brendan Carr’s media threats, and a hilarious detour into old-school skate culture.📩 Subscribe for more deep dives on the business of streaming, entertainment, and tech every week: nexttmt.com🎧 Listen on Apple Podcasts, Spotify, or YouTube.💬 Comment below – which story do you think will reshape media first?

In this packed episode of Next TMT Talks, hosts David Bloom and Daniel Frankel dive into everything shaping the future of tech, media, and telecom: 🏈 NFL Rights Showdown – The massive costs facing broadcasters trying to hold on to game-day glory. 🎬 War...

What if Hollywood’s biggest new revenue stream wasn’t streaming — but AI training data?In this episode of Next TMT Talks, hosts David Bloom and Daniel Frankel are joined by Chris Keevill, CEO of Versos AI, to explain how studios are monetizing their archives by licensing video libraries to train large language and “world” models — a business that barely existed a year ago but is already generating tens of millions in new revenue The discussion expands into the broader media landscape, from Paramount’s merger fallout to AI ethics battles, cable consolidation, and the changing economics of entertainment.🔎 Topics CoveredHow CuriosityStream unlocked ~$90M licensing content for AI trainingWhy studios’ old libraries suddenly have new valueHow Versos AI structures and tags video for model trainingThe rise of “world models” and why AI needs massive video datasetsParamount–Skydance fallout and streaming consolidation impactsCharter renaming itself Cox — and cable’s identity crisisStreaming maturity and the decline of linear-only householdsAnthropic vs OpenAI and the politics of AI regulationWhy media companies must become AI-empowered businessesNext TMT Talks explores the intersection of media, technology, telecom, streaming, and AI — delivering insider conversations for executives, creators, and industry observers.Guest: Chris Keevil, CEO, Versos.AI