Founding partner at Puck, a media/entertainment journalism platform. Covers Hollywood dealmaking, M&A, and power dynamics. Attends Allen & Co. Sun Valley conference regularly.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The Paramount-Warner Bros. Discovery merger is a defensive move to achieve scale against Netflix, YouTube, TikTok, Apple, and Amazon. California AG Rob Bonta's antitrust suit relies on archaic theatrical/cable distribution definitions that don't reflect 2026 streaming reality; the case is politically motivated and unlikely to succeed, though it will create delays and legal costs.
The Paramount-Warner Bros. Discovery merger is a defensive move to achieve scale against Netflix, YouTube, TikTok, Apple, and Amazon. California AG Rob Bonta's antitrust suit relies on archaic theatrical/cable distribution definitions that don't reflect 2026 streaming reality; the case is politically motivated and unlikely to succeed, though it will create delays and legal costs.