Amazon and Netflix Are Winning: Can Old-School Media Compete?

WSJ What’s News

The Wall Street Journal

News, Daily News

4 • 4K Ratings

🗓️ 9 November 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week we’re bringing you an episode of our sister podcast WSJ’s Take On the Week, a weekly show focused on the news that’ll move markets in the week to come. In this week's episode, guest host Miriam Gottfried is joined by Michael Nathanson and Robert Fishman, senior media analysts at MoffettNathanson, to break down the potential Paramount Skydance and Warner Discovery merger. Plus, co-host Telis Demos and Miriam discuss the Supreme Court case challenging President Trump’s reciprocal tariffs, how the affordability message is winning elections, and the recent drama in the private credit market. Further Reading Warner Discovery Moving Fast on Split or Sale, CEO Says Supreme Court Appears Skeptical of Trump’s Tariffs Wall Street Couldn’t Stop Mayor Mamdani. Now It Has to Work With Him. Private-Credit Earnings Ease Investor Concern Over Asset Class’s Health Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	AI is moving faster than ever, transforming industries and redefining possibilities.
0:06.0	That's why the world's most advanced companies build on ARM, scalable, efficient, and trusted by billions.
0:13.0	From the largest cloud to the smallest device, Arm delivers the compute performance AI depends on.
0:19.0	AI innovation is built on ARM.
0:22.2	Find out more at arm.com forward slash discover.
0:28.9	Hey listeners, it's Sunday, November 9th.
0:32.2	This is What's New Sunday, and for this week's show, we've got an episode of
0:36.5	WSJ's Take On the Week. It's our weekly show
0:39.9	focused on the news that'll move markets in the week to come. We thought you'd like this episode
0:45.3	on one of the biggest business stories right now. Paramount Skydances bid to buy Warner Brothers Discovery.
0:51.9	It also digs into other media mergers, streaming in tech, mega deals for sports
0:56.9	broadcast rights, and plenty more.
0:59.3	So give it a listen.
1:00.4	And if you like what you hear, subscribe to WSJ's Take On the Week, wherever you're listening
1:04.9	to us.
1:09.1	Welcome back to another episode of WSJ's Take On the Week.
1:12.7	I'm Telest Demos.
1:13.8	And I'm Miriam Gottfried.
1:15.5	Well, we've got a big episode this week.
1:17.0	Our main conversation is about, well, our own business, the media.
1:21.0	A lot going on.
1:22.2	A lot going on.
	...

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